Podcast appearances and mentions of Elon Musk

CEO of Tesla, SpaceX, The Boring Company, and Neuralink, and TBD Twitter.

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    Impact Theory with Tom Bilyeu
    The Netherlands Nukes Its Economy! The Truth Behind the 36% Unrealized Gains Tax, NYC Tax Hike Madness: Why Mamdani's “Freeze the Rent” Backfired on Day One, World War III? U.S. vs Iran, Russia & China – What You're Not Being Told | Weekly Re

    Impact Theory with Tom Bilyeu

    Play Episode Listen Later Feb 22, 2026 38:24


    What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠:  ⁠https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show⁠ SCALING a business:⁠ see if you qualify here.⁠:  ⁠https://tombilyeu.com/call⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠: ⁠https://tombilyeu.com/⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu Huel: High-Protein Starter Kit 20% off for new customers at https://huel.com/impact code impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Quince: Free shipping and 365-day returns at https://quince.com/impactpod Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Pique: 20% off at https://piquelife.com/impact Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tom Duck.Ai: Protect your privacy at https://duck.ai/impact Raycon: 15% off at https://buyraycon.com/impacttheorybc Summ: code TOMVIP20 for 20% off your first year at https://summ.com?via=tombilyeu&coupon=TOMVIP20 Link to Live: https://www.youtube.com/live/NBV9VuftD80?si=EfZJ2PuP1EtQctiU Welcome back to Impact Theory with Tom Bilyeu. In today's episode, Tom sits down with co-host Drew to unpack the Dutch government's controversial proposal: a 36% tax on unrealized capital gains. Together, they dive deep into the potential consequences for investors, entrepreneurs, and the broader economy—explaining how taxing money you never actually receive could force harmful decisions, crush incentives, and reshape the landscape for startups and long-term investments. You'll hear examples that bring these abstract policies to life, why real estate and certain startup investments get exemptions, and the possible ripple effects for both average investors and major players like Elon Musk. Plus, Tom lays out his vision for a simpler, fairer tax system to solve the core issues plaguing economies today. If you're curious about wealth taxes, economic reform, and the real-world impact of government policies, this conversation is a must-listen. Tom and Drew dive into the controversial property tax hike proposed by Zoran Mamdani in New York City—a move that arrives less than two months after Mamdani campaigned on freezing rents and protecting working-class New Yorkers. Together, Tom Bilyeu and Drew break down how NYC's budget has ballooned over the past two decades, while city services and quality of life have declined. Tom and co-host Drew dive into one of the most urgent and tense global topics—are we on the brink of World War III? With U.S., Iranian, Russian, and Chinese warships converging off Iran's coast, negotiations over nuclear deals underway, and military buildups at unprecedented levels, Tom breaks down the complex web of alliances, threats, and geopolitical maneuvers that are fueling anxiety worldwide. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Rational Boomer Podcast
    MUSK CONSEQUENCES - 02/22/2026 - VIDEO SHORT

    Rational Boomer Podcast

    Play Episode Listen Later Feb 22, 2026 1:12


    Musk Consequences

    Mark Levin Podcast
    The Best Of Mark Levin - 2/21/26

    Mark Levin Podcast

    Play Episode Listen Later Feb 21, 2026 67:49


    This week on the Mark Levin Show, AOC, Gavin Newsom and Hillary Clinton trash our country overseas because they hate our country. While our brave and patriotic military personnel stationed overseas are protecting the free world, they give aid and comfort to our enemies. And none of them have done anything for the betterment of our country. Later, a massive raw sewage spill is occurring in the Potomac River due to a break in a six-foot pipe on the Maryland side, dumping millions to hundreds of millions of gallons of raw sewage into the river flowing through Maryland, Virginia, and Washington, D.C. This poses serious health risks, environmental damage, and threats to people, wildlife, the regional water supply, and potentially the Atlantic Ocean. This is Democrat mismanagement—particularly by Maryland's Democrat leaders—for causing the crisis. Meanwhile, Democrats in Congress have defunded FEMA forcing its employees to coordinate cleanup efforts without pay. Also, processed foods should be defended against their common portrayal as dietary villains. About 100 years ago, mass urbanization, poverty, and lack of refrigeration made fresh food scarce, expensive, and prone to spoilage or contamination in cities, leading to widespread issues like foodborne illnesses, malnutrition, stomach cancer, dysentery, and short life expectancy. Processed foods, including canning, pasteurization, and preservatives, emerged as a critical solution to feed growing populations safely and affordably, preventing starvation and reducing risks from rancid or adulterated items. While some synthetic additives may have downsides, they are far safer than historical alternatives like rotten eggs or swill milk. Our military personnel deserve our respect and our gratitude. They stand ready to act on orders from President Trump to protect current and future generations from Iran. Ordinary Americans strongly support the military, unlike Marxists, Islamists, woke individuals, neo-Nazis, and isolationists. Isolationism against evils like Islamism, Communism, and fascism is suicidal. Sen Bernie Sanders continues to display a perplexing misunderstanding of economics with his recent attacks on billionaires like Elon Musk and Mark Zuckerberg. He claims these wealthy individuals are thwarting a wealth tax measure and insists they should pay their "fair share," ignoring the fact that the top 1% already contribute over 40% of federal income taxes. Instead of fostering an informed dialogue about economic realities, Sanders resorts to Marxist and Socialist rhetoric that vilifies success and oversimplifies the complexities of wealth creation. It's high time we confront this misguided socialist perspective and recognize the vital role that successful entrepreneurs play in driving our economy forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Weekend
    Trump Rages at SCOTUS After Tariff Ruling

    The Weekend

    Play Episode Listen Later Feb 21, 2026 41:02


    February, 21 2026, 7AM: The court struck down his far reaching global tariffs in a 6-3 decision Friday, ruling that he did not have authority under a 1977 emergency economic powers law.  Tim O'Brien and Courtenay Brown join The Weekend to discuss the latest in the SCOTUS decision and how the ruling may impact President trump's economic agenda, as well as the bottom line for U.S. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Mark Levin Podcast
    2/19/26 - Are Billionaires the Real Villains? Unpacking the Narrative

    Mark Levin Podcast

    Play Episode Listen Later Feb 20, 2026 109:26


    On Thursday's Mark Levin Show, Bernie Sanders continues to display a perplexing misunderstanding of economics with his recent attacks on billionaires like Elon Musk and Mark Zuckerberg. He claims these wealthy individuals are thwarting a wealth tax measure and insists they should pay their "fair share," ignoring the fact that the top 1% already contribute over 40% of federal income taxes. Instead of fostering an informed dialogue about economic realities, Sanders resorts to Marxist and Socialist rhetoric that vilifies success and oversimplifies the complexities of wealth creation. It's high time we confront this misguided socialist perspective and recognize the vital role that successful entrepreneurs play in driving our economy forward. In addition, Tucker Carlson made a brief stop at Ben Gurion Airport in Israel to film an interview with US Ambassador Mike Huckabee without ever stepping outside the airport. Carlson lied about leaking the fact that Israeli police and staff at the airport was mistreating him, even though there is video footage of Tucker hugging people. Also, at least a dozen Democrats from both the House and Senate will skip President Trump's State of the Union address to attend a rally on the National Mall as an alternative protest against his presidency. Lastly, Rep. Bryan Steil joins the show to discuss how Democrats are trying to find ways to protect illegal aliens from getting deported, and by not passing the SAVE Act, so that illegal aliens can vote. The people need to call our senators to pass the Save Act now! Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Grumpy Old Geeks
    734: A Bald Woody

    Grumpy Old Geeks

    Play Episode Listen Later Feb 20, 2026 85:13


    If you thought the internet was a dumpster fire before, the EU LAUNCHES SECOND INVESTIGATION INTO GROK because Musk's bot won't stop generating nonconsensual imagery. Meanwhile, META LARGELY FAILS TO PROTECT KIDS FROM AI CHATBOTS, proving that their internal safety checks are about as effective as a screen door on a submarine. If that doesn't creep you out, AFTER RING PRIVACY BACKLASH over police partnerships, a LEAKED EMAIL SUGGESTS RING PLANS TO EXPAND ‘SEARCH PARTY' from finding lost dogs to total neighborhood surveillance. Of course, REDDIT, META, AND GOOGLE VOLUNTARILY GAVE DHS INFO on users critical of ICE, because why stand up for privacy when you can just comply?In the news, we look at OPENCLAW, OPENAI AND THE FUTURE as the project's founder joins the Borg, even though META AND OTHER TECH FIRMS PUT RESTRICTIONS ON USE OF OPENCLAW because it's basically a security hole that can click your mouse for you. Peak stupidity has arrived with RFK JR'S NEW CHATBOT giving rectal dietary advice, while AI COMPANIES BOUGHT OUT ALL OF WESTERN DIGITAL'S HARD DRIVES through 2026, meaning you can't have storage because the bots need it more. Even VALVE ADMITS STEAM DECK AVAILABILITY IS AFFECTED by this memory hoarding. We also touch on STEVE BANNON SUED OVER MAGA CRYPTO SCHEME, LOS ANGELES COUNTY FILES LAWSUIT AGAINST ROBLOX for being a safety nightmare, and the fact that TESLA ROBOTAXIS REPORTEDLY CRASHING at four times the human rate. TESLA DODGES 30-DAY SUSPENSION by simply killing the word "Autopilot," while NEW YORK HITS THE BRAKES ON ROBOTAXI EXPANSION to keep the chaos at bay. Finally, POLYMARKET WITHDRAWS EXPLOSIVE ARTEMIS BETTING MARKET because betting on dead astronauts is too much even for them, leading the ETHEREUM CREATOR STARTING TO THINK THIS WHOLE PREDICTION MARKET THING MIGHT BE GAMBLING. As NEVADA SUES KALSHI and Jack Dorsey oversees INSIDE THE ROLLING LAYOFFS AT JACK DORSEY'S BLOCK—using AI to summarize the misery of his employees—just remember: YOU'LL BE SORRY WHEN YOU HEAR WHAT JUSTIN BIEBER'S $1.3 MILLION BORED APE IS WORTH NOW. Hint: it's twelve grand.In this week's MEDIA CANDY, we've got FREE BERT, KAT WILLIAMS: THE LAST REPORT, and the eternal return of SHREK. We're checking out MARK ROBER on Netflix, the return of MONARCH: LEGACY OF MONSTERS, and the trailer for GOOD LUCK, HAVE FUN, DON'T DIE. If you need a soundtrack for the apocalypse, Thomas Benjamin Wild Esq has you covered with STOP USING GENERATIVE A.I and the Gen-X anthem I'VE NO MORE F*S TO GIVE!.Moving to APPS & DOODADS, OBSIDIAN TO NOTES is a $14 well spent, unlike CURSOR and VISUAL STUDIO CODE which are getting bogged down by slow models. APPLE'S AI PENDANT sounds like a watered-down Humane pin that relies on your phone to think, and APPLE PODCASTS AND VIDEO remains a pipe dream because bandwidth costs money. We've reached the point where THERE'S A GRIM NEW EXPRESSION: “AI;DR” for things not worth reading, and THERE'S A NEW TERM FOR WORKERS FREAKING OUT over being replaced—AIRD, or AI Replacement Dysfunction—which is basically the low-grade panic of being made obsolete by a machine that thinks bananas go in your bum.AT THE LIBRARY, we're thumbing through CLEAVE THE SPARROW, THE REGICIDE REPORT by Charles Stross, and Robin Ince being NORMALLY WEIRD AND WEIRDLY NORMAL.Then we descend into THE DARK SIDE WITH DAVE, where the Muppets are taking over with THE MUPPET SHOW and MUPPETS NOW. We catch the latest on THE MANDALORIAN AND GROGU and TOY STORY 5, while tracking the PENTAGON PIZZA INDEX to see if war is breaking out. For the kids, we look at a 3D PRINTER / ENTRY LEVEL FOR KIDS like the Bambu Lab A1, and for the nerds, A STAR WARS-CENTRIC RSS FEED and a NEAT IDEA FOR AN RSS READER, “CURRENT,” which lets news drift away like water under a bridge. We wrap it all up with some HORROR IN UNDER TWO MINUTES and IMPECCABLE COVERS OF 80S SYNTH MUSIC, because at least the 80s had better soundtracks than this AI-generated nightmare.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.SquareSpace - go to squarespace.com/GRUMPY for a free trial. And when you're ready to launch, use code GRUMPY to save 10% off your first purchase of a website or domain.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/1passwordShow notes at https://gog.show/734FOLLOW UPEU launches second investigation into Grok's nonconsensual image generationMeta largely fails to protect kids from AI chatbots, per its own testsAfter Ring privacy backlash, company abandons plans for police partnershipLeaked Email Suggests Ring Plans to Expand ‘Search Party' Surveillance Beyond DogsReddit, Meta, and Google Voluntarily Gave DHS Info of Anti-ICE Users, Report SaysIN THE NEWSOpenClaw, OpenAI and the futureMeta and Other Tech Firms Put Restrictions on Use of OpenClaw Over Security FearsRFK Jr's new chatbot advises the public on 'best foods to insert into rectum'AI Companies Bought Out All of Western Digital's Hard Drives for 2026 AlreadyValve admits Steam Deck availability is affected by memory and storage shortagesSteve Bannon sued over MAGA crypto schemeLos Angeles County files lawsuit against Roblox over child protectionsTesla Robotaxis Reportedly Crashing at a Rate That's 4x Higher Than HumansTesla dodges 30-day suspension in California after removing AutopilotNew York hits the brakes on robotaxi expansion planPolymarket withdraws explosive Artemis betting market after backlashEthereum Creator Starting to Think This Whole Prediction Market Thing Might be GamblingNevada sues Kalshi for operating a sports gambling market without a licenseInside the Rolling Layoffs at Jack Dorsey's BlockYou'll Be Sorry When You Hear What Justin Bieber's $1.3 Million Bored Ape Is Worth NowMEDIA CANDYFree BertKat Williams: The Last ReportShrekMark RoberMonarch: Legacy of MonstersGOOD LUCK, HAVE FUN, DON'T DIE | Official Trailer | February 13 - Only in TheatersSTOP USING GENERATIVE A.I (Original Song) by Thomas Benjamin Wild EsqI've No More F*s To Give! by Thomas Benjamin Wild EsqAPPS & DOODADSObsidian to NotesCursorVisual Studio CodeApple's AI Pendant Sounds Like a Watered-Down Humane Ai PinThere's a Grim New Expression: “AI;DR”There's a New Term for Workers Freaking Out Over Being Replaced by AIAT THE LIBRARYCleave the Sparrow by Jonathan KatzThe Regicide Report (Laundry Files Book 14) by Charles StrossNormally Weird and Weirdly Normal: My Adventures in Neurodiversity by Robin InceTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingThe Muppet ShowMuppets NowThe Mandalorian and Grogu | Official Trailer | In Theaters May 22Toy Story 5 | Official Trailer | In Theaters June 19Pentagon Pizza IndexBambu Lab A1A Star Wars-centric RSS feedCurrent RSS ReaderHorror in under two minutes.Impeccable covers of 80s synth musicTop Gun - Opening Theme (Synth Cover)CLOSING SHOUT-OUTSGreen Eggs and Ham narrated by the Reverend Jesse JacksonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Peter Schiff Show Podcast
    Gold Back Above $5,000, Oil Breakout, Dollar Trouble Ahead

    The Peter Schiff Show Podcast

    Play Episode Listen Later Feb 20, 2026 53:49 Transcription Available


    With national debt up $2.6 trillion in one year and trade deficits exploding despite tariffs, the dollar faces collapse while oil and gold signal inflation's return.- This episode is sponsored by Grammarly. Download Grammarly for free at https://grammarly.com- This episode is also sponsored by Pebl. Go to https://hipebl.ai to get a free estimate.Peter Schiff analyzes mounting evidence that the U.S. dollar is heading for a major decline, driven by exploding deficits and failed trade policies. With the national debt surging $2.6 trillion in just over a year under Trump, and trade deficits widening despite tariffs, Schiff argues that the same deficit spending Republicans blamed for Biden's inflation is now accelerating under the current administration. Oil prices have surged 21% in two months, hitting six-month highs above $66, while gold holds support above $5,000 as central banks continue dumping dollars. The December trade deficit data reveals Trump's tariffs are backfiring spectacularly - imports rising while exports fall, proving Americans pay 90% of tariff costs according to New York Fed studies. Housing markets show severe stress with pending home sales hitting record lows, signaling price corrections ahead. Schiff credits Trump for reducing FDA drug approval requirements from two studies to one, but argues this modest deregulation doesn't address the fundamental problem of government interference in healthcare markets that didn't exist before 1962.Chapters:01:33 Gold & Silver Snapshot: Buy the Dip Below $5,00002:14 Oil Breakout: Why Gas Prices Are Headed Higher05:42 Dollar Weakness #1: Exploding Deficits and the Debt Rollover Bomb09:52 Tariffs, Taxes, and the Myth of 1880s Prosperity15:54 DOGE, Elon Musk, and Why Government Can't Be Efficient20:14 World Ditches the Dollar: Central Banks Buy Gold21:32 Trade Deficit Reality Check: December Numbers Blow Out27:28 Tariffs Backfire: New York Fed Study Says Americans Pay36:20 Twin Deficits → Inflation & Rates: The Macro Chain Reaction39:22 Housing Bubble Math: Rates Up Means Prices Must Fall42:04 Giving Credit Where Due: Trump's FDA Change to One Efficacy Study45:05 Before 1962/1938: How Drug Approval Worked in a Freer Market53:28 Wrap-Up: Newsletter, Gold/Silver, EuroPac Funds & Upcoming Live ShowFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#Gold #Tariffs #InflationOur Sponsors:* Check out GhostBed: https://ghostbed.com/PETER* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

    PBD Podcast
    Supreme Court's Trump Tariff Ruling & Wexner's Epstein Depo w/ Rep. Randy Fine | PBD #743

    PBD Podcast

    Play Episode Listen Later Feb 20, 2026 137:59


    Patrick Bet-David, Tom Ellsworth, Adam Sosnick, and Vincent Oshana are joined by Representative Randy Fine as they break down the America First vs Israel First debate, Les Wexner's Jeffrey Epstein testimony, Trump's Iran nuclear deal deadline, the Supreme Court ruling against Trump tariffs, Tucker Carlson being detained in Israel, and Elon Musk agreeing with the teachings of Jesus.------✝️ FAITH OVER FEAR COLLECTION: https://bit.ly/4aM3UaiⓂ️ CONNECT ON MINNECT: ⁠⁠⁠⁠⁠https://bit.ly/4kSVkso ⁠⁠⁠Ⓜ️ PBD PODCAST CIRCLES: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/4mAWQAP⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

    The Jim Hill Media Podcast Network
    The Direct-to-Video Dinosaur That Made a Billion (Ep. 91)

    The Jim Hill Media Podcast Network

    Play Episode Listen Later Feb 20, 2026 54:01


    Jim Hill and Eric Hersey dig into Universal's latest infrastructure plans, unpack Epic Universe updates, and then travel back to the late 1980s to reveal how The Land Before Time quietly reshaped the home video industry. NEWS • Universal's Shingle Creek Transit and Utility CDD votes to begin negotiations with Elon Musk's Boring Company to potentially build an underground transportation system connecting Epic Universe to the rest of Universal Orlando Resort. • What the Las Vegas Convention Center Loop timeline tells us about how long a Florida tunnel project could realistically take. • New details on Epic Universe's 53,000-square-foot event facility - a permanent structure designed to host 1,200 to 1,400 guests, likely targeting convention and corporate buyouts. • Early Park Admission at Epic Universe adjusted again, now including eight attractions across multiple lands through March 31 - a key planning note for upcoming visitors. • Universal Kids Resort in Frisco, Texas launches its official website with a 2026 opening window, while hotel bookings remain unavailable. • Shrek's Swamp Splash Pad quietly removed from DreamWorks Land at Universal Studios Florida less than a year after opening. FEATURE • Why The Land Before Time became a billion-dollar home video franchise for MCA Universal - despite its famously troubled production. • How Universal's direct-to-video dinosaur sequels influenced Disney's decision to release The Return of Jafar straight to VHS. • The surprising connection between Jurassic Park's 41-inch height requirement and the creation of the Land Before Time Adventure Show at Universal Studios Hollywood. • A look back at Fievel's Playland in both Florida and Hollywood - and why those family-friendly dinosaur experiences mattered in the 1990s theme park wars. HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Eric Hersey - IG: @erichersey | X: @erichersey FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR This episode is sponsored by Unlocked Magic. Right now, Epic Universal Podcast listeners can get seven days in the parks for the price of five at Universal Orlando Resort - including access to Epic Universe, Islands of Adventure, and Universal Studios Florida. You can also add Universal Express directly through UnlockedMagic.com to skip the regular lines at most participating attractions and maximize your park time. Visit UnlockedMagic.com to lock in that 7-for-5 ticket offer and customize your Universal Orlando vacation today. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

    El Bueno, la Mala y el Feo
    Las profecías de Elon Musk con la Inteligencia Artificial

    El Bueno, la Mala y el Feo

    Play Episode Listen Later Feb 20, 2026 21:01


    Elon Musk augura que se viene una gran revolución con la Inteligencia Artificial, capaz de cambiar al mundo para siempre. Pero no como tu te la imaginas o como nos la pintaron en Hollywood. Mantente al día con los últimos de 'El Bueno, la Mala y el Feo'. ¡Suscríbete para no perderte ningún episodio!Ayúdanos a crecer dejándonos un review ¡Tu opinión es muy importante para nosotros!¿Conoces a alguien que amaría este episodio? ¡Compárteselo por WhatsApp, por texto, por Facebook, y ayúdanos a correr la voz!Escúchanos en Uforia App, Apple Podcasts, Spotify, y el canal de YouTube de Uforia Podcasts, o donde sea que escuchas tus podcasts.'El Bueno, la Mala y el Feo' es un podcast de Uforia Podcasts, la plataforma de audio de TelevisaUnivision.

    There Are No Girls on the Internet
    Chris Pratt Is Hawking an Anti-Abortion Prayer App; Elon's Grok Is Doxxing Women; DOGE Bros Let ChatGPT Do Their Job; Trump's Big DEI Loss – NEWS ROUNDUP

    There Are No Girls on the Internet

    Play Episode Listen Later Feb 20, 2026 67:04 Transcription Available


    In this week's News Roundup, Bridget and Producer Mike cover the tech news stories you might have missed. The story behind Hallow, the Christian app hawked by Gwen Stefani: https://mashable.com/article/hallow-prayer-app-gewn-stefani-jd-vance-peter-thiel Elon Musk's Grok doxes adult performer on X: https://www.404media.co/grok-doxing-real-names-birthdates-siri-dahl/ Sleazy facial recognition app unmasks cam girls and sells their images: https://www.404media.co/underground-facial-recognition-tool-unmasks-camgirls/ New UK law requires platforms to remove deepfake nudes and revenge porn within 48 hours: https://www.theguardian.com/society/2026/feb/18/tech-firms-must-remove-revenge-porn-in-48-hours-or-risk-being-blocked-says-starmer The two DOGE bros in charge of cutting National Endowment for the Humanities grants literally just asked ChatGPT what to do: https://www.techdirt.com/2026/02/19/doge-bros-grant-review-process-was-literally-just-asking-chatgpt-is-this-dei/ US civil rights agency sues Coca-Cola distributor for excluding men from casino work trip: https://apnews.com/article/dei-coca-cola-eeoc-lawsuit-andrea-lucas-867fd98ec6d05ab52e7e0a3711e9d492 White Men Learn the Hidden Cost of Suing for Discrimination: https://news.bloomberglaw.com/social-justice/white-men-learn-the-hidden-cost-of-suing-for-discrimination A WIN FOR DEMOCRACY: Trump admin rescinds rule banning discussion of DEI in schools after losing court ruling. https://www.aclu.org/press-releases/department-of-education-backs-down-on-unlawful-directive-targeting-educational-equity Let us know what you think about these stories by emailing hello@tangoti.com or leaving a comment on Spotify! Follow Bridget and TANGOTI on social media! || instagram.com/bridgetmarieindc/ || tiktok.com/@bridgetmarieindc || youtube.com/@ThereAreNoGirlsOnTheInternet || bsky.app/profile/tangoti.bsky.socialSee omnystudio.com/listener for privacy information.

    The Right Side with Doug Billings
    If I Were Kansas Governor: Trans Rumor, Traffickers & Elon Musk

    The Right Side with Doug Billings

    Play Episode Listen Later Feb 20, 2026 16:35


    In this hard-hitting 15-minute episode of The Right Side, Doug Billings addresses the rumor that one Kansas governor candidate has a transgender child and lays out exactly what real conservative leadership looks like on the most important issues facing families today.Doug speaks directly to the rumor with respect for the family while making it crystal clear: voters have every right to know where any candidate stands on protecting children. He then delivers a powerful “If I were governor” vision that includes:• Defining sex by biological reality in every school and state facility• Directing the Kansas Highway Patrol and Kansas National Guard to hunt child traffickers in every zip code and partner with ICE on deportations• Returning full curriculum control to local school boards and parents — stripping power from the Kansas State Board of Education• Banning medical transitions for minors and protecting women's sports and spaces• Meeting with Elon Musk to bring a SpaceX manufacturing facility to Wichita• Requesting a new Space Force base in Kansas from President Trump• Reviewing every option to exit the Kansas City Chiefs relocation stadium deal that burdens Kansas taxpayersThis is straight-talk conservative policy on protecting kids, securing the border, creating high-paying jobs, and putting parents back in charge of education. No hedging. No compromise.If you want fearless leadership that actually fights for Kansas families, this episode is a must-listen.Recorded February 19, 2026 | The Right Side with Doug Billings✅ Hit SUBSCRIBE and turn on notifications so you never miss an episode✅ Leave a 5-star review on Apple Podcasts or favorite platform – it really helps!✅ Share this with every Kansas voter and parent you knowWatch on YouTube @TheRightSideDougBillingsListen everywhere podcasts are found.#KansasGovernor2026 #Trans #ProtectOurKids #SpaceX #ElonMusk #Trafficking #ParentalRights #ConservativeSupport the show

    Electrek
    New Tesla (temp) Cybertruck, Cybercab, Ford wants China in the US, and more

    Electrek

    Play Episode Listen Later Feb 20, 2026 49:19


    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 new Tesla (temporary) Cybertruck, Cybercab news, Ford wanting China in the US, and more. 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 launches $60k AWD Cybertruck, reverses $15k Cyberbeast price hike Elon Musk kills first Tesla Cybertruck ($60k) that makes sense just 10 days after launch Tesla has to pay a historic $243 million judgement over Autopilot crash, judge says Tesla rolls first steering wheel-less Cybercab unit off the line before solving autonomy Tesla fans think this reviewer will have to shave his hair due to Musk's $30,000 Cybercab claim Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Tesla admits it still needs drivers and remote operators — then argues that's better than Waymo Ford is asking the Trump Administration to allow Chinese EV tech in the US Slate pricing to be revealed in June, ‘Blank Slate' truck still expected in the mid-$20k range Polestar goes on the offensive with FOUR new models in THREE years 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/UC9ayoQ-YDk

    Space Nuts
    Lava Tubes on Venus, Elon Musk's Lunar Pivot & Titan's Mysterious Origins

    Space Nuts

    Play Episode Listen Later Feb 20, 2026 34:04 Transcription Available


    Sponsor Link:This episode of Space Nuts is brought to you by Incogni. Reduce the volume of spam calls and emails. They can't spam you if they can't find you. To find out more and to take up our 60% off offer, visit incogni.com/spacenuts and use the coupon code SPACENUTS at checkout.Lava Tubes on Venus, Elon Musk's New Target, and China's Lunar AmbitionsIn this intriguing episode of Space Nuts, hosts Andrew Dunkley and Professor Fred Watson explore a variety of captivating topics that span our solar system. From the surprising discovery of lava tubes on Venus to Elon Musk's shifting focus from Mars to the Moon, this episode is packed with astronomical insights and updates on space exploration.Episode Highlights:- Lava Tubes on Venus: A new study suggests the existence of massive lava tubes on Venus, with evidence pointing to structures that could reach up to a kilometer wide. Andrew and Fred discuss the implications of this discovery and how it was derived from radar data collected by the Magellan spacecraft.- Elon Musk's Change of Plans: The hosts delve into Elon Musk's evolving vision for space travel, as he shifts his focus from colonizing Mars to prioritizing lunar missions. They discuss the logistical challenges of Mars travel and the advantages of a Moon base.- China's Reusable Booster Test: The China Manned Space Agency has successfully tested a reusable booster and a new spacecraft designed for lunar missions. Andrew and Fred analyze the significance of this achievement in the context of the current space race.- Titan's Mysterious Past: The episode concludes with a look at Saturn's moon Titan, which may have formed from a collision between two moons. The hosts explore the implications of this theory and what it means for future exploration of Titan.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.

    Nerds Talking
    291: The Tough Titties & Moon Cities: Reboots, Reviews, and Ridiculous Questions Episode

    Nerds Talking

    Play Episode Listen Later Feb 20, 2026 62:09


    Another laugh-out-loud episode of Nerds Talking is here, and Lafayette and Carlos are diving headfirst into the wild world of entertainment news and off-the-rails curiosity.First up — where did the phrase “tough titties” even come from, and what does it really mean? The guys break it down in only the way they can. Then it's reboot madness as Charlie's Angels gears up for yet another revival and Baywatch gets pulled back out of the ocean for a fresh start. Are we excited… or exhausted?Meanwhile, Elon Musk wants to build on the moon — because apparently Earth isn't ambitious enough. And in true Nerds Talking fashion, the crew asks the hard-hitting real estate question of the week: If Epstein Island were for sale… would you buy it?From there, things get hilariously random (yes, that conversation happened), before the crew brings it back down to Earth with what everyone's watching on streaming right now.Movie Reviews:Horror flick Night Patrol starring Justin Long — is it scary or barely there?Lafayette reviews Dead Man's Wire featuring Bill Skarsgard — tense thriller or missed connection?Plus, what's hitting theaters this weekend, and are you watching the Winter Olympics? Because the Nerds definitely are.It's comedy, chaos, pop culture, and questionable life decisions — all wrapped into one fun-filled episode. Tune in for laughs, nostalgia, sharp takes, and the kind of nerdy insight only Lafayette and Carlos can deliver.Don't miss it!#NerdsTalking #ComedyPodcast #PopCulture #MovieReviews #EntertainmentNews #Reboots #StreamingNow #OlympicsTalk #NerdLife

    Business Pants
    Goldman wipes DEI, AI will wipe white collar work, platforms censor ICE critics, and merit is a gaslight

    Business Pants

    Play Episode Listen Later Feb 20, 2026 59:45


    The scary (Dystopia)Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AIAI Will Destroy Millions of White Collars Jobs in the Coming Months, Andrew Yang Warns, Driving Surge of Personal BankruptciesRing cancels Flock deal after dystopian Super Bowl ad prompts mass outrageAmazon and Flock Safety have ended a partnership that would've given law enforcement access to a vast web of Ring cameras. The decision came after Amazon faced substantial backlash for airing a Super Bowl ad that was meant to be warm and fuzzy, but instead came across as disturbing and dystopian.Ring's Founder Knows You Hated That Super Bowl Ad. Since the commercial aired, Jamie Siminoff has been trying to quell an outcry over privacy concerns with his doorbell cameras.Platforms bend over backward to help DHS censor ICE critics, advocates say MMAnthropic is clashing with the Pentagon over AI useAnthropic's relationship with the Department of Defense is “under review” as the two sides negotiate over how the company's AI models can be used.The startup wants assurance that its models will not be used for autonomous weapons or mass surveillance.The DOD wants to use Anthropic's models “for all lawful use cases” without limitationDavid Sacks, the venture capitalist serving as the administration's AI and crypto czar, has accused Anthropic of supporting “woke AI” because of its stance on regulation.Our Big Data OverlordsMeta Begins $65 Million Election Push to Advance A.I. AgendaMark Zuckerberg faces jury in landmark trial over alleged youth harm linked to social mediaThe lawsuit, K.G.M. v. Meta Platforms, Inc., et al., was filed by a 20-year-old California woman identified by her initials. She alleges that Meta and other tech companies deliberately engineered their platforms to hook young users, contributing to her depression and suicidal thoughts, and seeks to hold them accountable.Regarding Instagram's enforcement efforts, plaintiffs asked whether Meta removed all 4 million under-13 users the company had identified on the platform in 2018. Zuckerberg responded that while the company did not remove all of them, it had implemented tools to detect and address underage accounts and was working to improve those systems.According to reports, Zuckerberg has not directly answered the central question of the case: whether Instagram is addictive. The plaintiff's attorney, Mark Lanier, asked if people tend to use something more if it's addictive. “I'm not sure what to say to that,” Zuckerberg said. “I don't think that applies here.”He said he believes in the “basic assumption” that “if something is valuable, people will use it more because it's useful to them.”When he was asked about his compensation, Zuckerberg said he has pledged to give “almost all” of his money to charity, focusing on scientific research. Lanier asked him how much money he has pledged to victims impacted by social media, to which Zuckerberg replied, “I disagree with the characterization of your question.”Zuckerberg's courthouse entourage showed up in Meta Ray-BansMeta Adding Facial Recognition to Its Smart Glasses That Identifies People in Real Time, Hoping the Public Is Too Distracted by Political Turmoil to Care MMApple sued by West Virginia for alleged failure to stop child sexual abuse material on iCloud, iOS devicesSpaceX said to weigh dual-class IPO shares to empower MuskMacron Blasts Social Media's Free Speech Defense as ‘Bullshit'The stupid (ESG edition)Goldman Sachs to Drop D.E.I. Criteria for Board Members MMThe move would be the Wall Street firm's latest retreat from diversity mandates that its chief executive, David Solomon, had once made a priority.The decision is a result of a deal that Goldman struck with the National Legal and Policy Center, a conservative nonprofit group that has been pressuring numerous companies to drop diversity, equity and inclusion mandates, the people said.As part of its agreement with Goldman, the National Legal and Policy Center, which has a small investment in the bank, withdrew a shareholder proposal demanding that diversity criteria for the board be dropped.In March 2019, Mr. Solomon, his top deputy John Waldron and the firm's chief financial officer at the time, Stephen M. Scherr, declared diversity and inclusion “a top priority.”“When we unite around a common goal, we make progress together,” the men wrote in an email to the staff. They said they would “improve each year” toward goals that included a new recruiting class comprising “50 percent women, 11 percent Black professionals and 14 percent Hispanic/Latino professionals in the Americas, and 9 percent Black professionals in the U.K.”The next year, Mr. Solomon said Goldman would no longer take a company public in the United States or Europe unless it had at least one “diverse” board member. By 2021, a company would need at least two diverse board members in order for Goldman to agree to work on its initial public offering.Inspire Investing CEO: Nike's DEI Is A Legal Liability, Shareholders Coming For AnswersNike's DEI fight is no longer just a social media "culture war" argument. The U.S. Equal Employment Opportunity Commission (EEOC) is investigating Nike over allegations the company's DEI practices discriminated against white employees and job applicants.Robert Netzly, CEO of Inspire Investing: "Discrimination, whether it's black people or white people, gay people or straight people, is discrimination."Robert Netzly is a globally recognized authority in the Biblically Responsible Investing (BRI) movement, author of the book "Biblically Responsible Investing: On Wall Street As It Is In Heaven." Robert holds a B.S. degree in Liberal Studies from an online university. This article was from OutKick, which aims to expose the destructive nature of "woke" activism and is the antidote to the mainstream sports media that often serves an elite, left-leaning minority instead of the American sports fan. OutKick is owned by Fox Sports' parent company Fox CorporationFederal agency sues Coca-Cola bottler over work event that excluded menA Coca-Cola distributor and bottler is being sued for alleged sexual discrimination over a corporate networking event that excluded men, announced the U.S. Equal Employment Opportunity Commission, which filed the lawsuitAccording to the EEOC's lawsuit, in September 2024, Bedford, N.H.-headquartered Coca-Cola Northeast held a two-day employer-sponsored trip and networking event at the Mohegan Sun Casino and Resort in Connecticut. Coca-Cola Northeast privately invited female employees and then excused the female employees who attended the event from their normal work duties on Sept. 10 and 11, 2024, and paid them their normal salary or wages without requiring them to use vacation or other paid time off. Coca-Cola Northeast did not invite any male employees to the event.Trump revokes landmark ruling that greenhouse gases endanger public healthUS President Donald Trump has reversed a key Obama-era scientific ruling that underpins all federal actions on curbing planet-warming gases.The so-called 2009 "endangerment finding" concluded that a range of greenhouse gases were a threat to public health. It's become the legal bedrock of federal efforts to rein in emissions, especially in vehicles.Bill Maher Eviscerates Donald Trump Over ‘Biggest Dick Move in American History'The boring (ESG edition)Starbucks' investor group urges shareholders to replace directors over labor rowStarbucks faced fresh pressure on Wednesday from a coalition of investors including public-sector pension funds that urged shareholders ‌to vote against the reelection of two directors, citing persistent failure ‌to manage labor relations.The move against Starbucks' lead independent director, Jorgen Vig Knudstorp, and Beth ​Ford, chair of the board's Nominating and Corporate Governance Committee, comes as the company is locked in a prolonged effort to reach a collective agreement with its unionized baristas.Companies are cycling through CEOs—and replacing them with first-timers MMSome 168 new CEOs were appointed in 2025, the highest total since 2010. The defining shift was who got the job. Among incoming CEOs, 84% were serving in their first enterprise CEO role, reversing a multi-year tilt toward leaders with prior public-company experience.As recently as 2024, more than one in five new CEOs had already led a public company. That share fell sharply in 2025. Of the 140 first-time CEOs appointed, 116 had no prior enterprise CEO experience. Two-thirds had never served on a public company board, meaning many are stepping into the role without prior exposure to shareholder oversight or public company governance.CEO hopefuls have a new rival for the top job: their own board directorsAppointing board directors as CEOs was once a “break glass in case of emergency” strategy reserved for scandal, illness, or sudden resignation. While it remains a minority path compared with traditional internal promotions, it is no longer an anomaly.New data from Spencer Stuart highlights the shift. Of the 168 new S&P 1500 chief executives appointed in 2025, the highest annual total since 2010, 19 were drawn from their own company boards, the most since 2020. Spencer Stuart classifies directors as outsiders because they lack day-to-day operating responsibility. Even so, more boards are turning to them.Wall Street banks are paying their CEOs like it's 2006 againMorgan Stanley CEO Ted Pick's pay rises 32% to $45mlnBank of America Lifts Moynihan's Pay 17% to $41 Million for 2025Barclays Ceo Pay Hike: Barclays lifts CEO Venkatakrishnan's pay to over £15 million as bonus pool risesCitigroup bumps CEO Jane Fraser's pay to record $59mBro Culture (The Epstein Edition)Thomas Pritzker, Named in Epstein Files, Retires as Hyatt Executive ChairmanTom Pritzker Retires as Executive Chairman of Hyatt After 22 Years of Service and Will Not Stand for Reelection to Board of DirectorsThe Board has appointed Mark S. Hoplamazian, Hyatt's President and Chief Executive Officer, to succeed Mr. Pritzker as Chairman of the Board“Tom's leadership has been instrumental in shaping Hyatt's strategy and long-term growth, and we thank him for his service and dedication to Hyatt,” said Richard Tuttle, Chair of the Board's Nominating and Corporate Governance Committee. “The Board has engaged in thoughtful succession planning, and we are confident that Mark's deep knowledge of Hyatt's business, strong relationships with owners and colleagues, and proven track record as CEO of nearly two decades positions him well to serve as Chairman and continue driving Hyatt's long-term success.”In a letter to the Hyatt Hotels' Board of Directors, Tom Pritzker wrote, “My job and responsibility is to provide good stewardship. That is important to me. Good stewardship includes ensuring a proper transition at Hyatt. Following discussions with my fellow Board members, I have decided, after serving as Executive Chairman since 2004, and with the company in a strong position, that now is the right time for me to retire from Hyatt. Good stewardship also means protecting Hyatt, particularly in the context of my association with Jeffrey Epstein and Ghislaine Maxwell, which I deeply regret. I exercised terrible judgment in maintaining contact with them, and there is no excuse for failing to distance myself sooner. I condemn the actions and the harm caused by Epstein and Maxwell, and I feel deep sorrow for the pain they inflicted on their victims.”Dubai's DP World replaces CEO after Epstein links emergeDubai's DP World announced Essa Kazim was the new chairman of its board of directors and Yuvraj Narayan was its new group chief executive officer, replacing Sultan Ahmed bin Sulayem.Sulayem had been the CEO of Dubai's largest port operator since 2016 and chairman since 2007.DOJ records showed years of exchanges with Epstein, but Sulayem has not been accused of any criminal wrongdoing.Casey Wasserman to sell talent agency following Jefferey Epstein controversyCasey Wasserman has confirmed that he has started the process of selling his talent agency after it was uncovered that he had ties with Jefferey Epstein. The announcement comes as artists began to leave the agency after it was uncovered that the Wasserman CEO had extensive ties with Jeffrey Epstein and had sent flirtatious emails to Ghislaine Maxwell. Despite denying that he had any personal or business ties with either, Wasserman sent an apology to the 4,000 employees who work at his sports marketing and talent agency, confirming that he would be stepping down from the company. He said: “I'm deeply sorry that my past personal mistakes have caused you so much discomfort […] It's not fair to you, and it's not fair to the clients and partners we represent so vigorously and care so deeply about.”Former Victoria's Secret CEO Les Wexner testifies in House Epstein investigationThe billionaire behind the retail empire that once blanketed shopping malls with names such as Victoria's Secret and Abercrombie & Fitch told members of Congress on Wednesday that he was “duped by a world-class con man” — close financial adviser Jeffrey Epstein. Les Wexner also denied knowing about the late sex offender's crimes or participating in Epstein's abuse of girls and young women.“I was naive, foolish, and gullible to put any trust in Jeffrey Epstein. He was a con man. And while I was conned, I have done nothing wrong and have nothing to hide.”Wexner described himself to the lawmakers as a philanthropist, community builder and grandfather who always strove “to live my life in an ethical manner in line with my moral compass,” according to the statement.Top Goldman Sachs lawyer Kathy Ruemmler to resign over Epstein linksThe latest Justice Department release revealed a trove of communication between the two, including about potential jobs, her romantic life and gifts Epstein had given her. (She called him “sweetie” and “Uncle Jeffrey.”)Goldman's CEO David Solomon says he 'reluctantly' let top lawyer Kathy Ruemmler go after Epstein fallout MMKing Charles' brother Andrew arrested on suspicion of misconductWhite House Shrugs Off Lutnick's Epstein TiesCommerce Secretary Howard Lutnick has acknowledged traveling to Jeffrey Epstein's island and meeting him on another occasion.Elon's bro quits Burning Man board amid outrage over Epstein connectionBlowhard IndexSalesforce cofounder 'not OK' with Benioff's ICE crack: 'Marc made a very bad joke.'The comments occurred during a keynote address at the company's annual internal "Company Kickoff" (CKO) event in Las Vegas, sparking a significant backlash from employees and leadership alike.During the keynote, Benioff reportedly asked employees who had traveled to the event from outside the United States to stand up for recognition. Once they were standing, he made a "joke" to the effect of: "Thank you! Just so the ICE agents [in the building] know [who you are]."He reportedly made a follow-up "callback" later in the presentation, suggesting that ICE agents were also monitoring those who hadn't yet used a specific new Slackbot tool.And another joke about ICE surveilling employee travel: when there are literally employees afraid to travel for work due to current situationSalesforce famously promotes a culture of "Ohana" (family) and equality.Parker Harris (Cofounder): In a follow-up meeting, Harris reportedly called the jokes a "violation of the Code of Conduct" and even noted they could be considered a "fireable offense" for a typical employee.Rob Seaman (Slack GM): The head of the Salesforce-owned platform Slack sent a memo to staff stating he "cannot defend or explain" the jokes and that they did not align with his values.Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities'Elon Musk says Anthropic's philosopher has no stake in the future because she doesn't have kidsPalantir, Which Is Powering ICE, Says Immigration Crackdown May Hurt Hiring MMFrom 10-K filed 2 days ago: “if we are not able to recruit, hire, or retain the talent we need because of increased regulation of immigration or work visas … it could be more difficult to staff our personnel on customer engagements and could increase our costs … Additionally, laws and regulations, such as restrictive immigration laws, may limit our ability to recruit outside of the United States ... If we fail to attract new personnel or to retain our current personnel, our business and operations could be harmed.”

    Inside The Firm
    412 – Denver Turns to Ai for Faster Building Permitting?

    Inside The Firm

    Play Episode Listen Later Feb 20, 2026 30:17


    On this episode of Inside the Firm, Elon Musk on AI replacement, then the impact of affordability challenges and demographic shifts on housing trends in 2026, and finally Denver Turns to Ai for Faster Building Permitting? Join us as we go back Inside the Firm!

    OUT THERE ON THE EDGE OF EVERYTHING®
    Podcast: Are You A Disruptor?

    OUT THERE ON THE EDGE OF EVERYTHING®

    Play Episode Listen Later Feb 20, 2026 7:15


    EPISODE 237 Are You a Disruptor? Many people feel the word disruptor used to belong exclusively to Silicon Valley. It described founders who overturned industries, rewrote business models, and rendered legacy systems obsolete, such as Bill Gates with Microsoft Windows, Steve Jobs with the iPhone, Elon Musk with SpaceX and Tesla and others. What Is a Disruptor, Really? At its core, disruption is not chaos. It is intentional pattern interruption. A disruptor identifies an entrenched framework then challenges it. In business, that might mean replacing physical stores with e-commerce such as what Amazon.com did. In personal growth, being a disruptor means replacing inherited beliefs with consciously chosen ones. Personal disruptors are individuals who transform their identity, habits, and trajectory.  A Practical Framework for Personal Disruption If you want to operate as a personal disruptor in your own life, apply this structured approach: Creating and using a new disruptive framework will create a significant positive impact in your own life. Out There on the Edge of Everything®… Stephen Lesavich, PhD Copyright © 2026 by Stephen Lesavich, PhD.  All rights reserved. Certified solution-focused life coach and experienced business coach. #disruptor #disruption #personaldisruption #selfhelp #motivation #life #lifecoach #lesavich

    q: The Podcast from CBC Radio
    Peaches honed her punk chops singing for kids

    q: The Podcast from CBC Radio

    Play Episode Listen Later Feb 20, 2026 21:54


    If you're shocked by a few songs full of dirty words, try watching the news — that's the challenge laid out by Peaches on her first album in more than 10 years, No Lube So Rude. On the new record, the Canadian electro-punk legend uses her brand of raunchy wordplay and danceable beats to sound off on everything from the reversal of Roe v. Wade to Elon Musk's Starlink. Peaches joins guest host Talia Schlanger to talk about the spirit of joyful rebellion behind her confrontational lyrics, what she learned performing for kids, and how aging has transformed her as an artist.

    Graham Allen’s Dear America Podcast
    Is Big Tech Guilty? Parents Confront Zuckerberg While Musk Looks to Christ

    Graham Allen’s Dear America Podcast

    Play Episode Listen Later Feb 19, 2026 65:47


    Go to www.Blackriflecoffee.com and get premium coffee! Text GRAHAM to 989898 to claim your eligibility and for a free info kit on Gold. Go get your NEVER WOKE merch at https://neverwokeapparel.com/ Follow Us on Social Media:

 • Twitter :https://twitter.com/GrahamAllen • Instagram :https://www.instagram.com/grahamallen1
 • Facebook :https://www.facebook.com/GrahamAllenOfficial/
 • TikTok :https://www.tiktok.com/@thegrahamallen
 • Rumble :https://rumble.com/user/GrahamAllenOfficial

    Hysteria
    Kristi Noem's Mile High Club

    Hysteria

    Play Episode Listen Later Feb 19, 2026 65:59


    Erin and Alyssa dive into the Wall Street Journal's brutal read of Kristi Noem, social media addiction going on trial, and how the SAVE Act might forever change our elections. Then, in Sani/Petty, they discuss Elon's turn toward Jesus, the new season of Love Is Blind, and Taylor Swift's special video for the Team USA Women's Figure Skaters. A Pilot Fired Over Kristi Noem's Missing Blanket and the Constant Chaos Inside DHS (Wall Street Journal 2/12)Tough questions — and grieving families — await Mark Zuckerberg at social media addiction trial Wednesday (CNN 2/17)Trump's election bill tops 50 Senate votes, but Democrats could still block it (NBC News 2/17)House passes elections overhaul bill that could make it harder for married women to vote (The 19th News 2/11)Older women are spooked by the economy. Their vote is up for grabs (USA Today 2/16)

    Valuetainment
    “AI Arms Race Is COMING” - Musk DECLARES Retirement Savings Will Become USELESS

    Valuetainment

    Play Episode Listen Later Feb 19, 2026 33:48


    Elon Musk says saving for retirement may be pointless in the AI age. The panel pushes back: Will AI replace jobs, judges, and financial advisors—or create an arms race where only the prepared survive? Is this abundance ahead… or a dangerous shift in power?

    Pay Pigs with Ben and Emil
    BAES 140: Why Are So Many AI Researchers Quitting?

    Pay Pigs with Ben and Emil

    Play Episode Listen Later Feb 19, 2026 73:05


    Elon Musk is rapidly losing founders and engineers at his precious little xAI. And he's not the only one: OpenAI and Anthropic have also lost key players, whose resignations are worded ominously to say the least. But hey, at least Chinese robots are coming to snip our butts, right? Also this week's bonus episode is pure goofy chaos. Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= The newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw WATCH THE LATEST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=PHG9iIjhXvI OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that AMEX personal card before it's gone! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on our TOP MOVIES OF 2025: https://youtu.be/tbC-cMqcby8?si=tO0NK0PmpN2187ir **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ FABRIC: Apply in minutes to help protect your family at meetfabric.com/BAES with promo code BAES. FACTOR: Head to factormeals.com/baes50off and use code baes50off to get 50% off and free breakfast for a year for new subscribers. HIMS HAIR: For simple, online access to personalized and affordable care for Hair Loss, ED, Weight Loss, and more, visit https://Hims.com/BAES for your free online visit. __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Moonshots with Peter Diamandis
    Ben Horowitz: xAI Executive Exodus, Ilya's $5B SSI Valuation, Apple's AI Crisis, The Pace of AI | #232

    Moonshots with Peter Diamandis

    Play Episode Listen Later Feb 19, 2026 112:30


    In this episode, the mates, along with guest Ben Horowitz, explore Elon Musk's shift to lunar AI data centers, mass drivers, O'Neill cylinders, Dyson swarms, and Optimus robots pioneering space. Get notified once we go live during Abundance360: https://www.abundance360.com/livestream  Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Ben Horowitz is a cofounder and general partner at Andreessen Horowitz (a16z), NY Times bestseller author, and creator of the a16z Cultural Leadership Fund. Salim Ismail is the founder of OpenExO Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding   Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   _ Connect with Peter: X Instagram Connect with Ben X Instagram Linkedin Learn about a16z Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO  Connect with Alex Website LinkedIn X Email Substack  Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on February 13th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The WorldView in 5 Minutes
    21 states challenge mail-order abortion kill pills; Church of England votes against blessing homosexual couples; Christian missionaries sharing Christ & Bibles in Olympic crowds

    The WorldView in 5 Minutes

    Play Episode Listen Later Feb 19, 2026


    It's Thursday, February 19th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark British preacher challenges buffer zones around abortion mills A preacher in Britain is challenging the country's abortion buffer zones which effectively censor the Bible. Officials arrested, charged, and convicted Stephen Green for holding a sign with a Bible verse near an abortion mill in 2023. The verse was Psalm 139:13 which says, “For You formed my inward parts; You knitted me together in my mother's womb.” Green stated, “As a Christian, I should be able to preach freely all over the land. Psalm 139 is about how we all belong to God from conception. Buffer zones and this conviction [are] a direct attack on the Bible and free speech.” Elon Musk endorsed new conservative political party in England Billionaire Elon Musk endorsed a new conservative political party in Britain last week. On Friday, Member of Parliament Rupert Lowe launched the Restore Britain Party. Musk shared the launch video on X which has received nearly 40 million views.  The party is devoted to ending mass immigration and the creeping Islamification of Britain. Rupert Lowe also stated the party will openly recognize the country's Christian heritage.  Listen. LOWE: “Restore Britain will openly recognize the Christian heritage that shaped this country's moral and civic foundation. (applause) Duty, restraint, forgiveness and, most importantly, fairness. These values created a high trust society. “Restore Britain will end the creeping Islamification of Britain. (applause)  Unfettered immigration from Islamic countries will end. (applause) Britain is a Christian country, and under Restore Britain government, it will remain a Christian country.” (applause) Church of England votes against blessing homosexual couples Last week, the Church of England  voted against proposals to allow blessing services for homosexual couples. The General Synod did not shut the door on the issue though, voting to investigate it in the future.  The move keeps the church from performing marriage services and blessing services for people living in unnatural relations. However, the Church of England's rules already allow blessing prayers within regular Sunday services for such couples.  Proverbs 25:26 says, “Like a muddied spring or a polluted fountain is a righteous man who gives way before the wicked.” Franklin Graham preached in world's southernmost city Evangelist Franklin Graham  preached in Ushuaia, Argentina. It's known as the southernmost city in the world. Listen. GRAHAM: “What makes Ushuaia so special are the people. We love the people. If you can't remember anything else tonight, remember this: God loves you. God sent His Son, Jesus Christ, to take our sins. We deserve death. We're guilty of sin. “Bartimaeus had no hope. There are many of you here tonight. You have no hope. Now, Bartimaeus cried at the right time. Jesus was passing by. The Bible says that ‘God so loved the world that He gave His only begotten Son that whosoever believeth in Him should not perish, but he should have everlasting life.' “Will you invite Christ into your heart? Will you trust Him? Come. Come to Jesus.” Hundreds of people turned to Christ through the evangelistic outreach event. Graham wrote on X, “We give God the glory for each one who responded to the invitation to repent of their sins and put their trust in Jesus Christ as their Lord and Savior.” Eighty-two percent of South Americans identify as Roman Catholic, but evangelicalism has been growing in recent decades.    Graham also plans to visit Peru next month. 21 states challenge mail-order abortion kill pills In the United States, 21 states and 60 members of Congress are challenging mail-order abortion drugs. Louisiana initiated the case, challenging a Biden-era rule from the U.S. Food and Drug Administration. The rule removed the in-person dispensing requirement for the abortion drug mifepristone.  Erik Baptist with Alliance Defending Freedom stated, “The Biden FDA's unlawful authorization of mail-order abortion drugs was meant to be a loophole around states that choose to protect life.” 41-year-old mother Olympic bobsledder wins gold (audio Olympic theme song) American Olympic bobsledder Elana Meyers Taylor  won her first gold medal on Monday. The 41-year-old mother triumphed in the women's monobob event at the 2026 Winter Olympics in Italy.  She is now the oldest gold medalist in an individual Olympic event. After the victory, she said this on Instagram: “The moment we prayed for. Glory to God.” Norway has won the most gold medals Nearly 2,900 athletes from over 90 countries are competing in the 2026 Winter Olympics.  So far, Norway has won the most gold medals and the most medals overall. In the medal count, Norway is followed by Italy and the U.S. A podium finish can mean big prize money for athletes. A gold medalist from the U.S. can win $38,000. Athletes from Singapore can make the most for winning an individual event at $792,000.   Christian missionaries sharing Christ & Bibles in Olympic crowds And finally, Evangelicals are sharing the Gospel at the Winter Olympic Games this year. Hundreds of Southern Baptists alongside International Mission Board missionaries are joining the crowds to share Christ and distribute Bibles. Karen Herfurth is in Italy with a group from Mt. Zion Baptist Church in Huntsville, Alabama. She said, “This is a chance for Southern Baptists to reach more people and impact more lives! We may never know the difference this makes until we are in Heaven.” Close And that's The Worldview on this Thursday, February 19th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

    The Tara Show
    EU Wants Control of X — And Your Elections

    The Tara Show

    Play Episode Listen Later Feb 19, 2026 6:52


    The European Union is already suing X claiming authority to regulate speech far beyond its borders — including U.S. elections. Now Germany is asserting the right to interfere in Hungary's election because they don't like Prime Minister Viktor Orbán. At the center of the fight? Speech. Algorithms. Control. The EU wants access to internal systems, monitoring authority over content moderation, and the ability to enforce European “hate speech” standards worldwide. That includes criticism of open borders, immigration policy, or cultural issues. Meanwhile, critics point to actions taken during the Joe Biden administration involving federal pressure on social platforms to moderate certain accounts. Is this about safety? Or is this about political control? Today's episode breaks down: Germany's legal claims over Hungarian elections The EU's legal battle with X Digital censorship expanding beyond borders What it could mean for U.S. elections in 2026 and 2028 Rising political tensions across France and Germany If online speech determines modern campaigns, who controls the platform controls the battlefield.

    Beyond The Horizon
    Jeffrey Epstein, Elon Musk, Jeff Bezos And The Billionaires Dinner They Want To Forget (Part 2)

    Beyond The Horizon

    Play Episode Listen Later Feb 19, 2026 13:45 Transcription Available


    Elon Musk has been loudly criticizing the DOJ and FBI over their handling of the Jeffrey Epstein investigation, calling out what he sees as a disgraceful failure to hold powerful figures accountable. He presents himself as an outsider raging against the elite, demanding justice and transparency from the very institutions he claims are protecting predators. But there's a glaring contradiction that undercuts this entire performance: Musk himself once sat down at the same table as Jeffrey Epstein. At a private billionaire's dinner, years after Epstein's 2008 conviction was public knowledge, Musk broke bread with a man already known to be a convicted sex offender—making his current outrage feel more like calculated damage control than genuine moral concern.The hypocrisy is almost unbearable. You don't get to dine with a monster, stay silent for over a decade, and then pretend to be the loudest voice in the room demanding accountability. Musk's selective outrage reeks of self-preservation, not justice. He wasn't just in the same room—he was a participant in the same closed-door culture of wealth, access, and impunity that allowed Epstein to thrive. And now, as public pressure mounts, he wants to rewrite the past, cast himself as a truth-teller, and hope no one remembers where he was when it mattered. But history has receipts—and the dinner napkin still has his name on it.Elon Musk isn't the only one feigning moral outrage about Jeffrey Epstein while conveniently forgetting the dinner table they once shared. In 2011, at a private billionaires' dinner during a TED conference, Musk, Jeff Bezos, Sergey Brin, and other tech titans sat shoulder to shoulder with Epstein—a man already convicted of soliciting sex from a minor. These weren't ignorant bystanders. Epstein's name was radioactive by then, his crimes well documented. Yet these men, who now pretend to be disgusted by the cover-up, saw no issue sharing wine and strategy with him over filet mignon and handshakes. It was a who's who of unchecked power pretending Epstein was just another quirky financier with connections.Fast-forward to now, and the same billionaires want to position themselves as the public's moral compass—demanding justice, accountability, and answers from the government while playing dumb about their own proximity to the rot. Musk rails against the DOJ, Bezos hides behind silence, and the rest of them act like their invitations got lost in the mail. But this wasn't some accident. They sat there. They talked. They mingled. And they helped normalize a predator. These men didn't just witness the corruption—they were part of the network that allowed it to keep operating in plain sight. Now they want to shout from the rooftops as if they weren't once whispering in the same room. That's not courage. That's cleanup.to contact me:bobbycapucci@protonmail.comsource:In 2011, Jeffrey Epstein Was A Known Sex Offender. Jeff Bezos, Elon Musk, And Sergey Brin Shared A Meal With Him Anyway

    Beyond The Horizon
    Elon Musk And His Response To The Epstein Related Subpoena

    Beyond The Horizon

    Play Episode Listen Later Feb 19, 2026 14:21 Transcription Available


    Elon Musk publicly criticized the U.S. Virgin Islands after court filings revealed that he had been subpoenaed in litigation tied to Jeffrey Epstein's banking relationships. The subpoena was part of a broader civil case in which the U.S. Virgin Islands sought records from multiple high-profile individuals and institutions to examine Epstein's financial network. Musk responded sharply, calling the effort “idiotic on so many levels,” and stated that he had never visited Epstein's island and had declined invitations in the past. He characterized the subpoena as overreach and suggested his name was being dragged into proceedings without substantive justification.The subpoena request was tied to the Virgin Islands' lawsuit against JPMorgan Chase, which alleged the bank enabled Epstein's trafficking operation by continuing to provide financial services despite warning signs. As part of that case, attorneys sought communications and financial records from individuals who may have interacted with Epstein, including prominent business leaders. Musk's reaction added another high-profile dimension to the already contentious litigation, underscoring how the legal fallout from Epstein's activities continues to ripple through political, financial, and corporate circles years after his death.to contact me:bobbycapucci@protonmail.com

    Beyond The Horizon
    Elon Musk And The USVI Epstein Related Subpoena

    Beyond The Horizon

    Play Episode Listen Later Feb 19, 2026 16:08 Transcription Available


    The U.S. Virgin Islands sought to serve Elon Musk with a subpoena as part of its civil lawsuit against JPMorgan Chase over the bank's past relationship with Jeffrey Epstein. The request aimed to obtain documents and communications that could shed light on Epstein's financial network, including any potential interactions, referrals, or business dealings involving high-profile individuals. Prosecutors indicated that Musk may have been referred to JPMorgan by Epstein, and they wanted records that could clarify whether Epstein had any role in facilitating financial relationships or communications involving Musk.The subpoena was not an accusation of wrongdoing but rather part of a broader effort to map Epstein's web of financial and social connections. As the Virgin Islands pursued claims that JPMorgan enabled Epstein's trafficking operation by continuing to bank him despite red flags, attorneys cast a wide net in seeking documents from individuals whose names appeared in Epstein-related records. The request reflected the expansive scope of the litigation, which has focused on uncovering how Epstein maintained access to elite financial institutions and influential figures.to contact me:bobbycapucci@protonmail.com

    The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
    GM Bets on Lean Inventory, AI Taking Chips From Cars, The Power of Storytelling

    The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

    Play Episode Listen Later Feb 19, 2026 10:16


    Shoot us a Text.Episode #1273: GM is staying lean to outmaneuver the next sales slowdown. AI's appetite for memory chips could spark a new supply squeeze across autos and tech. Retailers are proving that telling better stories sells.Show Notes with links:General Motors is rewriting its inventory playbook, running 30–40% leaner and hoping that tighter supply, stronger cash flow, and faster decision-making could turn the next cycle into a competitive advantage.S&P Global Mobility forecasts U.S. sales down 2.5% to 15.8M units as affordability and softer EV demand weigh on the market.GM is targeting a 50–60 day supply versus the pre-pandemic 100+ days.Leaner inventory gives GM more flexibility to adjust incentives in a downturn without crushing profitability.Dealers have felt the squeeze, especially on affordable models, prompting GM to stage select Trax and Trailblazer units at ports to speed delivery.CFO Paul Jacobson summed up the strategy: “It's easier to do when you have less inventory in the system because you can just respond much more quickly.”Just when the auto industry thought it survived the chip crisis, here comes round two—this time powered by AI. Data centers are devouring global memory supply, forcing automakers to brace for tighter supply, higher costs, and potential production headaches.AI data centers are soaking up global DRAM and memory production, with Western Digital and Seagate already sold out of most 2026 capacity.Memory chip prices have jumped 90% quarter-over-quarter, prompting PC makers like Dell to raise prices 15–20%.Tesla's Elon Musk says the solution may be vertical integration: “We're going to hit a chip wall if we don't do the fab.”Retailers are doubling down on something we at More Than Cars know well—storytelling sells. Brands are shifting from simply stocking products to crafting narratives that spark emotion, build loyalty, and turn casual shoppers into long-term fans.Nordstrom says department stores no longer “introduce” brands—they help tell their story and build deeper consumer connection.Five Below credits curated social storytelling—merchandising and marketing working together—for stronger engagement with younger shoppers.Under Armour's Kevin Plank says brands must inspire emotion: “The world does not need another capable apparel and footwear manufacturer. The world needs hope and they need a dream.”Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turnover - before employees leave.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

    The Todd Huff Radio Show
    Elon Musk, Jesus, and the Most Important Decision You'll Ever Make

    The Todd Huff Radio Show

    Play Episode Listen Later Feb 19, 2026 40:51 Transcription Available


    Elon Musk recently said he agrees with the teachings of Jesus. That simple statement raises the biggest question any of us will ever face: Who is Jesus, really? Today, Todd Huff explores C.S. Lewis' famous “liar, lunatic, or Lord” argument from Mere Christianity and explains why Jesus didn't leave room for being labeled just a “great moral teacher.” This is more than theology — it's the foundation of freedom, morality, and the ideological battle shaping America today. If Jesus is who He claimed to be, everything changes. If He isn't, that changes everything too. Let's walk through the evidence and the choice before all of us.

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
    Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

    Play Episode Listen Later Feb 19, 2026 55:18


    Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

    Quick Charge
    Tesla's European future in doubt, but they didn't get banned in California!

    Quick Charge

    Play Episode Listen Later Feb 19, 2026


    On today's labor-intensive episode of Quick Charge, Germany's largest union IG Metall is squaring off with Tesla in a major dispute involving a toxic work culture, criminal charges, defamation, and more – but at least they can still sell cars in California (for now). That's right, gang – Tesla has managed to avoid a sales ban in California by pivoting away from the use of the word "Autopilot" in its marketing (which explains that $99 FSD Supervised deal too, btw). Plus: Polestar is rolling out FOUR new production cars in then next THREE years and if you just can't wait for that, there's a whole lot of great deals on a new EV you can drive home today. That featured image up there, by the way, comes courtesy of IG Metall. Source Links Tesla calls police on IG Metall rep at Giga Berlin works council meeting before critical vote German union accuses Tesla ‘toxic' environment, files defamation against plant manager Tesla avoids 30-day California sales suspension after dropping misleading ‘Autopilot' marketing Polestar goes on the offensive with FOUR new models in THREE years Hyundai cuts EV prices in response to BYD and Tesla Toyota is already offering a $5,000 discount and 0% financing on its new EVs With a $10,000 discount, the Chevy Equinox EV is hard to pass up 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.

    The Jay Aruga Show
    S07 E71: Bakit HINDI Dapat Maakit sa SOCIALISM ang Mga Pinoy

    The Jay Aruga Show

    Play Episode Listen Later Feb 19, 2026 8:01


    Todd Huff Show
    Elon Musk, Jesus, and the Most Important Decision You'll Ever Make

    Todd Huff Show

    Play Episode Listen Later Feb 19, 2026 40:51


    Elon Musk recently said he agrees with the teachings of Jesus. That simple statement raises the biggest question any of us will ever face: Who is Jesus, really? Today, Todd Huff explores C.S. Lewis' famous “liar, lunatic, or Lord” argument from Mere Christianity and explains why Jesus didn't leave room for being labeled just a “great moral teacher.” This is more than theology — it's the foundation of freedom, morality, and the ideological battle shaping America today. If Jesus is who He claimed to be, everything changes. If He isn't, that changes everything too. Let's walk through the evidence and the choice before all of us.

    Appels sur l'actualité
    [Vos questions] Mali : l'appel au dialogue de l'imam Dicko saura-t-il être entendu?

    Appels sur l'actualité

    Play Episode Listen Later Feb 19, 2026 19:30


    Les journalistes et experts de RFI répondent également à vos questions sur une résolution du Ghana déposée devant l'ONU pour que la traite des esclaves africains soit reconnue comme « le plus grave crime contre l'humanité ». Mali : l'appel au dialogue de l'imam Dicko saura-t-il être entendu ?   Lors de la 6è édition de la Conférence africaine pour la promotion de la paix qui s'est tenue en Mauritanie, l'imam Mahmoud Dicko a affirmé que « la réconciliation au Mali » passait par « un véritable et sincère dialogue national ». Comment l'opposant compte-t-il s'y prendre pour organiser ces concertations ? Les jihadistes du Groupe de soutien à l'islam et aux musulmans (Jnim) pourraient-ils y participer ? Les autorités de Bamako sont-elles réceptives à son appel ? Avec Wassim Nasr, journaliste à France 24, spécialiste des mouvements jihadistes.       Traite des esclaves africains : vers une reconnaissance de l'ONU ?   À la clôture du sommet de l'Union africaine à Addis Abeba, le président ghanéen, John Dramani Mahama, a annoncé que son pays allait déposer une résolution devant les États membres des Nations unies pour désigner « la traite des esclaves africains comme le plus grave crime contre l'humanité ». Comment expliquer cette initiative maintenant ? En quoi la formulation de cette résolution est-elle différente des reconnaissances déjà existantes ? Si le texte est voté à l'ONU, des réparations sont-elles possibles ? Avec Karfa Diallo, président et fondateur de l'association « Mémoires et Partages ». 

    Kilowatt: A Podcast about Tesla
    Robotaxi Reality Check: Production Begins, Doubts Remain

    Kilowatt: A Podcast about Tesla

    Play Episode Listen Later Feb 19, 2026 34:54


    Description: In this episode, we dive deep into Tesla's long-promised Cybercab as production reportedly begins and Elon Musk claims a sub-$30,000 price tag could arrive this year. We examine conflicting narratives around Tesla's robotaxi progress, including sharp criticism of the program eight months in and fresh timeline promises. Tesla's software push continues with Grok-enabled navigation in Europe and a renewed FSD launch in China backed by a local data center. Meanwhile, Tesla faces mounting pressure overseas, with UK sales plunging as BYD surges ahead and broader EV market share slipping despite overall auto growth. Legacy automakers aren't sitting still either—Ford is lobbying for access to Chinese EV tech, while BYD and Geely eye major North American production capacity. We also cover Polestar's aggressive expansion plans, Cruise's admission over a false pedestrian report, and the evolving EV policy and infrastructure conversation in Manitoba. Support the Show Support Kilowatt Other Podcasts: Beyond the Post YouTube Beyond the Post Podcast Shuffle Playlist 918Digital Website News Links: Manitoba EV Policy & Infrastructure Future of Electric Vehicle Sales Targets and Infrastructure in Manitoba (CBC Audio) Manitobans Welcome EV Rebates, but Fear Infrastructure Still Lacking Manitoba EV Fans Charged Up by Federal Strategy Tesla Cybercab & Robotaxi Developments Elon Musk Says Tesla Will Sell Cybercab to Customers for $30,000 or Less This Year Tesla's $30,000 Cybercab Begins Production With No Steering Wheel Tesla Begins Cybercab Production. Now Comes The Hard Part Elon Musk Doubles Down on Tesla Cybercab Timeline Once Again Tesla ‘Robotaxi' Status Check 8 Months In: A Complete Joke Tesla Software & Global Strategy Tesla to Re-Launch FSD in China With Local Data Center Tesla Launches Grok With Nav Commands in Europe Tesla UK Sales Plunge 57% in January as BYD Races Ahead New Car Market Starts Year With Growth but EV Share Falls – SMMT Competition & Industry Shifts BYD, Geely Bid for 230,000-Unit Nissan-Mercedes Mexico Plant in North American Push Ford Asks Trump Administration to Allow Chinese EV Tech in the US Polestar Goes Offensive With Four New Models in Three Years Autonomous & Policy News Cruise Admits to False Report in 2023 Dragging of San Francisco Pedestrian Show Art Created By Dall-E Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Majority Report with Sam Seder
    3583 - China Decarbonizing; AIPAC On the Ballot in North Carolina w/ Assaad Razzouk, Nida Allam

    The Majority Report with Sam Seder

    Play Episode Listen Later Feb 18, 2026 63:00


    It's Hump Day on the Majority Report   On today's program:   Mayor Zohran Mamdani looks like he cleared a major hurdle in his promise of freezing rent for rent-controlled housing in NYC after nominating 6 appointees to the Rent Board.   Mayor Mamdani is now applying pressure to Governor Kathy Hochul to raise taxes by 2% on those earning more than $1 million a year in order to avoid having to raid the city's reserves and raising property taxes in order to bridge the $5.4 billion dollar budget gap.   Assaad Razzouki, host of the Angry Clean Energy Guy Podcast and CEO of Gurin Energy a clean energy company, joins Emma to talk about China's ability to decarbonize while still growing their economy.   Nida Allam, progressive candidate for North Carolina's 4th Congressional district joins Emma for a conversation about her campaign.   In the Fun Half:   Francesca Fiorentini, comedian and host of the Bitchuation Room joins show.   RFK, Jr. and Kid Rock post a video of them working out together.   Michigan candidate for Senate, Haley Stevens touts the great female leadership at an ICE Facility that she just toured. If you are in Michigan vote for Abdul El-Sayed.   Journalist Tara Palmeri directly asks Michael Tracey if the basis of his slandering of Epstein survivors is a result of him being on the payroll of someone implicated in the Epstein files.   Dave Clips, a Dave Rubin parody account makes an incredible compilation of Dave Rubin begging Elon Musk to put him on the guest list for the fabled Mars colony.   Rep. Randy Fine uses an innocent joke about Islam coming to NYC and banning dogs as pets as an opportunity to launch another Islamophobic attack.   all that and more   To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: ZOCDOC: Go to Zocdoc.com/MAJORITY and download the Zocdoc app to sign-up for FREE and book a top-rated doctor WILD GRAIN: Get 20% off your first purchase.  FastGrowingTrees.com/majority SUNSET LAKE: Use code FlowerPower to save 30% on all CBD smokables at SunsetLakeCBD.com  Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com

    My First Million
    Elon's recent podcast was business steroids

    My First Million

    Play Episode Listen Later Feb 18, 2026 66:47


    Get our free database with 140+ business ideas: https://clickhubspot.com/kbs Episode 797: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) react to the wildest Elon Musk interview yet.  — Show Notes:  (0:00) We react to the elon podcast (6:11) Evidence of exceptional ability (10:33) Maniacal sense of urgency (11:36) limiting factor (23:31) Human emulators (39:33) Stolen focus (55:39) IDEA: Attention testing — Links: • Full interview - https://www.youtube.com/watch?v=BYXbuik3dgA  • Stolen Focus - https://www.amazon.com/Stolen-Focus-Attention-Think-Deeply/dp/0593138511  • Kumon - https://www.kumon.com/  • Lightwork - https://www.lightworkhome.com/aboutus  — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

    PBD Podcast
    Warner Bros Bidding War & Musk's Retirement Warning | PBD #741

    PBD Podcast

    Play Episode Listen Later Feb 18, 2026 120:39


    Patrick Bet-David, Anthony Pompliano, Jeff Snider and Brandon Aceto break down Zohran Mamdani's $127B NYC budget proposal, Warner Bros. Discovery leadership turmoil and Hollywood shakeups, and Elon Musk's retirement warning tied to AI automation, Tesla, and the future of the workforce.------♟️ SALES LEADERSHIP SUMMIT 2026: https://bit.ly/45Evtj4

    The Wright Report
    18 FEB 2026: The Propaganda Wars: From Late Night TV to Elections, How to Spot Fake News & Stop It // Global Updates: Ukraine Makes Battle Progress, the War in Gaza Rages, Hope in Venezuela, Good Medical News!

    The Wright Report

    Play Episode Listen Later Feb 18, 2026 33:57


    Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan takes on the growing problem of propaganda in America, from Stephen Colbert's clash with the FCC over equal-time rules to media framing in high-profile immigration cases and a former Trump prosecutor now running for Congress as a Democrat. Bryan explains how headlines shape public perception, why critical details often appear deep in articles most readers never reach, and how partisan incentives inside journalism fuel what he calls a century-old tradition of influence over information. He also offers three practical tools to spot bias and navigate the era of Fake News. The episode then pivots global, with surprising battlefield gains for Ukraine tied to Elon Musk's Starlink restrictions, fresh evidence that Hamas is rebuilding military positions inside Gaza hospitals, encouraging signs of political revival in Venezuela, and breakthrough research on a new oxygen-delivering gel that could transform wound healing for soldiers, diabetics, and the elderly.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: February 18 2026 Wright Report, Stephen Colbert FCC equal time Brendan Carr, James Talarico interview CBS dispute, Seamus Culleton ICE media framing, JP Cooney Jack Smith prosecutor Congress run, propaganda Fake News history William Randolph Hearst, Ukraine Starlink Russia drone squeeze, Zaporizhzhia counterattack gains, Hamas Nasser Hospital command post, Gaza guerrilla strategy Israel, Venezuela protests Delcy Rodriguez, wound healing oxygen gel California battery hydrogel choline

    The Warning with Steve Schmidt
    Steve Schmidt and George Conway: This Is Our Last Chance to Save America

    The Warning with Steve Schmidt

    Play Episode Listen Later Feb 18, 2026 9:35 Transcription Available


    Elon Musk and Donald Trump have too much power. Steve Schmidt and George Conway warn that this is our last chance to elect leaders who will act in the country’s best interests and save America. Today's Merch: Country Over Culthttps://thewarningwithsteveschmidt.com/collections/country-over-cult SUBSCRIBE for more and follow me here:Substack: https://steveschmidt.substack.com/subscribeStore: https://thewarningwithsteveschmidt.com/Bluesky: https://bsky.app/profile/thewarningses.bsky.socialFacebook: https://www.facebook.com/SteveSchmidtSES/TikTok: https://www.tiktok.com/@thewarningsesInstagram: https://www.instagram.com/thewarningses/X: https://x.com/SteveSchmidtSESSee omnystudio.com/listener for privacy information.

    AMERICA OUT LOUD PODCAST NETWORK
    Musk steps in for Epstein victims as Congress descends into chaos

    AMERICA OUT LOUD PODCAST NETWORK

    Play Episode Listen Later Feb 18, 2026 57:50 Transcription Available


    The Hidden Lightness with Jimmy Hinton – A congressional hearing that quickly devolved into a shouting match, highlighting the deep political tensions surrounding the Epstein saga. Instead of careful deliberation, the hearing featured heated exchanges, personal attacks, and moments that left many observers questioning whether the focus had drifted far from accountability...

    DH Unplugged
    DHUnplugged #791: AI Overload

    DH Unplugged

    Play Episode Listen Later Feb 18, 2026 70:35


    Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

    Café Brasil Podcast
    Café Brasil Expresso 1017 - Idiocracy. O risco de parar de pensar

    Café Brasil Podcast

    Play Episode Listen Later Feb 18, 2026 16:58


    Vivemos um momento inédito: pela primeira vez, criamos máquinas capazes de "pensar", e isso parece uma vitória. Mas existe um risco silencioso embutido nessa conquista: nos tornarmos dependentes demais delas. Neste episódio, partindo do filme Idiocracy e passando por Pink Floyd e Elon Musk, vamos explorar uma pergunta incômoda: o que acontece com uma sociedade quando o esforço de pensar deixa de ser necessário? Porque talvez o maior perigo não seja a IA pensar. Seja nós pararmos de pensar.See omnystudio.com/listener for privacy information.

    Podcast UFO
    Grok on UFOs: "Maybe the Sky's Got Layers We Don't See Yet?"

    Podcast UFO

    Play Episode Listen Later Feb 18, 2026 15:38 Transcription Available


    For fun, Martin has a direct conversation with Grok about UFOs, Elon Musk, and Starlink. We examine Musk's claim that with thousands of Starlink satellites in orbit, none have ever had to dodge an alien craft — and whether that actually proves anything given the vastness of space.The discussion moves into some of the most compelling UFO cases on record, including the 2004 Nimitz encounter, the Phoenix Lights, and the 1994 Ariel School incident in Zimbabwe. Another great Grok opinion: "Maybe those kids got a backstage pass to something bigger!"We explore pilot testimony, mass sightings, centuries-old reports, and why certain cases continue to stand out decades later. The conversation also touches on government technology, drones, long-standing historical accounts, and whether humanity may simply be missing part of the bigger picture. A thoughtful, candid exchange blending AI analysis with research and opinions.

    Filmwax Radio
    Ep 888: John Sayles

    Filmwax Radio

    Play Episode Listen Later Feb 18, 2026 54:04


    The filmmaker John Sayles (“Eight Men Out”, “The Brother From Another Planet”) returns for his 3rd visit. In addition to the 18 feature films he has written and directed, he is also a longtime author of novels. His latest, “Crucible” is now available where books are sold. From the Oscar-nominated filmmaker comes a complex and sweeping historical novel about Henry Ford — the Elon Musk of his day — and his attempt to rule not only an automotive empire but the rambunctious city of Detroit. It is an epic tale ranging from the 1920s through the second World War, featuring violent labor disputes, misbegotten jungle expeditions, a tragic race riot, and the gestapo tactics of Ford's private army . . . Already the gateway for illegal Canadian liquor during Prohibition, the Motor City becomes a crucible for American class conflict during the Great Depression, with an army of laid off Ford workers drifting into the ranks of the burgeoning union movement — Henry Ford’s worst nightmare. To keep the hundreds of thousands still employed by him in thrall, the man who was formerly ‘America’s favorite tycoon’ recruits black laborers migrating from the deep South to serve as ‘strike insurance’, and gives Harry Bennett, pugnacious as he is diminutive, free reign over the legion of barroom brawlers and ex-cons who make up the company's ‘Security Department’. https://www.youtube.com/watch?v=w_cHq5UhYRI The Model T mogul has also bought a sizable chunk of Brazil’s Amazonian rainforest, vowing to grow his own rubber for tires, but stubbornly refusing to include a botanist in his troop of would-be jungle tamers. As a series of biological plagues descend on the Fordlandia plantation, the racial melting pot he has created in Detroit begins to boil over, and not even the Sage of Dearborn can control the forces that have been unleashed. The novel’s cast — Ford workers black and white and their families, young radicals, cynical newsmen, gangsters, Brazilian rubber tappers, cameos from boxer Joe Louis and muralist Diego Rivera — create the tapestry of differing points of view that John Sayles has become famous for, the events portrayed fundamental to the country we live in today.

    En Caso de que el Mundo Se Desintegre - ECDQEMSD
    S27 Ep6243: Me Estaba Tomando un Vino

    En Caso de que el Mundo Se Desintegre - ECDQEMSD

    Play Episode Listen Later Feb 18, 2026 56:11


    Aquel recuerdo me lleva exactamente a lo que estaba haciendo en ese momentoECDQEMSD podcast episodio 6243 Me Estaba Tomando un VinoConducen: El Pirata y El Sr. Lagartija https://canaltrans.comNoticias Del Mundo: El dialogo con Rusia - Mister Hammer - Murió Jesse Jackson - Avistamiento en Culiacán - Todo lo que Elon Musk puede comprar - Copa mundial de Cricket - Clásico India Pakistán.Historias Desintegradas: Cuando no estás prestando atención - Un vino - Y todo fue risas - Consomé y barbacoa - Opciones de domingo - Planeta rodando calle abajo - Sigue el amor en el aire - Futbol con los amigos - La nena de la familia - A los golpes en nombre de Dios - Enzo Ferrari y sus automóviles - Asperger - Estudiantes dominicanos - Descubrir Plutón - Las pilas de Volta y más...En Caso De Que El Mundo Se Desintegre - Podcast no tiene publicidad, sponsors ni organizaciones que aporten para mantenerlo al aire. Solo el sistema cooperativo de los que aportan a través de las suscripciones hacen posible que todo esto siga siendo una realidad. Gracias Dragones Dorados!!NO AI: ECDQEMSD Podcast no utiliza ninguna inteligencia artificial de manera directa para su realización. Diseño, guionado, música, edición y voces son de  nuestra completa intervención humana.

    Beyond The Horizon
    Jeffrey Epstein, Elon Musk, Jeff Bezos And The Billionaires Dinner They Want To Forget (Part 1)

    Beyond The Horizon

    Play Episode Listen Later Feb 18, 2026 12:45 Transcription Available


    Elon Musk has been loudly criticizing the DOJ and FBI over their handling of the Jeffrey Epstein investigation, calling out what he sees as a disgraceful failure to hold powerful figures accountable. He presents himself as an outsider raging against the elite, demanding justice and transparency from the very institutions he claims are protecting predators. But there's a glaring contradiction that undercuts this entire performance: Musk himself once sat down at the same table as Jeffrey Epstein. At a private billionaire's dinner, years after Epstein's 2008 conviction was public knowledge, Musk broke bread with a man already known to be a convicted sex offender—making his current outrage feel more like calculated damage control than genuine moral concern.The hypocrisy is almost unbearable. You don't get to dine with a monster, stay silent for over a decade, and then pretend to be the loudest voice in the room demanding accountability. Musk's selective outrage reeks of self-preservation, not justice. He wasn't just in the same room—he was a participant in the same closed-door culture of wealth, access, and impunity that allowed Epstein to thrive. And now, as public pressure mounts, he wants to rewrite the past, cast himself as a truth-teller, and hope no one remembers where he was when it mattered. But history has receipts—and the dinner napkin still has his name on it.Elon Musk isn't the only one feigning moral outrage about Jeffrey Epstein while conveniently forgetting the dinner table they once shared. In 2011, at a private billionaires' dinner during a TED conference, Musk, Jeff Bezos, Sergey Brin, and other tech titans sat shoulder to shoulder with Epstein—a man already convicted of soliciting sex from a minor. These weren't ignorant bystanders. Epstein's name was radioactive by then, his crimes well documented. Yet these men, who now pretend to be disgusted by the cover-up, saw no issue sharing wine and strategy with him over filet mignon and handshakes. It was a who's who of unchecked power pretending Epstein was just another quirky financier with connections.Fast-forward to now, and the same billionaires want to position themselves as the public's moral compass—demanding justice, accountability, and answers from the government while playing dumb about their own proximity to the rot. Musk rails against the DOJ, Bezos hides behind silence, and the rest of them act like their invitations got lost in the mail. But this wasn't some accident. They sat there. They talked. They mingled. And they helped normalize a predator. These men didn't just witness the corruption—they were part of the network that allowed it to keep operating in plain sight. Now they want to shout from the rooftops as if they weren't once whispering in the same room. That's not courage. That's cleanup.to contact me:bobbycapucci@protonmail.comsource:In 2011, Jeffrey Epstein Was A Known Sex Offender. Jeff Bezos, Elon Musk, And Sergey Brin Shared A Meal With Him Anyway

    Apple News Today
    How the Pentagon smuggled Elon Musk's Starlink into Iran

    Apple News Today

    Play Episode Listen Later Feb 17, 2026 14:26


    The U.S. government undertook a covert mission to keep Iranian protesters connected to the internet with Starlink equipment. Alex Ward of the Wall Street Journal explains the risks of using Starlink inside Iran. Several letters written by detained children describe what life is like inside ICE’s Dilley Immigration Processing Center in Texas. ProPublica’s Mica Rosenberg has the details. This week marked two years since Russian opposition leader Alexey Navalny died in custody. The Associated Press reports on new evidence surrounding the cause of death. Plus, at least two people are dead after a shooting a high-school hockey game, Oscar-winning actor Robert Duvall has died, the FBI said it won’t share evidence related to the death of Alex Pretti with Minnesota state officials, and how one Girl Scout smashed the all-time cookie-selling record. Today’s episode was hosted by Cecilia Lei.