Podcasts about Netscape

Eric Byunn of Centana Growth joins Nick to discuss The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age. In this episode we cover: Due Diligence and Value Creation Investment in Jumio and Identity Verification Growth Expectations and Market Realities Lessons from Netscape and Industry Evolution Investor Responsiveness and Connectivity Guest Links: Eric's LinkedIn Centana Growth Partners' LinkedIn Centana Growth Partners' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Dive into the thrilling "Netscape moment" of quantum computing in this exciting episode of the Qubit Value podcast as the hosts unpack Quantinuum's meteoric rise and massive projected $15 to $20 billion valuation. The discussion explores how institutional capital is shifting from the AI boom into foundational quantum technology, largely driven by Quantinuum's revolutionary Helios system, which shattered industry expectations by achieving a staggering 2-to-1 physical-to-logical qubit ratio. From the ingenious switch to Barium-137 ions and visible green lasers to high-stakes partnerships with heavyweights like BMW, Amgen, and Nvidia, the episode breaks down how these real-world advancements are actively reshaping material science, biological research, and AI training. Fasten your seatbelts as the hosts race toward the future, mapping out upcoming commercial milestones like the Sol and Apollo systems, and delivering a stark warning about the fast-approaching timeline for breaking classical cryptography. Want to hear more? Send a message to Qubit Value

Summary: In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Shannon Spotswood, chief executive officer of RFG Advisory. Shannon takes us on an incredible ride, from her early fascination with Wall Street at age 14 to the pivotal career and life decisions that ultimately led her to the helm of RFG Advisory. She reflects on learning to get comfortable being uncomfortable, her dynamic experiences across hedge funds and investment banks and the decision to step away from finance entirely before embarking on building the RIA of the future in Birmingham, Alabama.  We cover: How Shannon became so passionate about supported-independence for advisors Shannon's early formative experience working for a woman-led hedge fund Her move to Birmingham, Alabama and how that led to her favorite chapter of her career  What makes Shannon tick and why she loves building from the ground up The importance of building a brand that is deeply tied to people's values  …and much more! Don't miss this captivating conversation which reveals how each of these chapters shaped Shannon's leadership philosophy and her belief in building firms rooted in purpose, positivity and growth. Topics: (0:36) Meet Shannon Spotswood (1:33) What's for lunch? (1:45) The most perfect homemade granola  (2:28) A creature of habit  (2:59) You had me at hot honey (3:30) Saving her spirit of innovation for the business realm  (5:42) How Shannon entered the industry (6:10) At age 14, she knew she wanted to be on Wall Street  (8:25) The move to San Francisco to work at a hedge fund under one of the few female-led portfolio managers  (9:00) Learning how to trade IPOs and model companies  (9:40) The anti-Wallstreet Investment Bank, taking Netscape public  (10:50) Dream job came knocking in her second hedge fund job  (11:52) Learning how to get comfortable being uncomfortable (13:00) Hitting the wall and needing a change  (14:00) Pivot into luxury children's clothing  (14:45) Moving back to Birmingham, Alabama  (15:40) What Shannon loves about building RFG (16:00) Whoever would have thought the RIA of the future would be born and built in Birmingham, Alabama (17:05) The thread that knit it all together  (17:51) What makes her tick?  (18:44) Seeking the intangible  (19:49) “I am either all in or I'm out” (20:11) What it was like when Netscape went public   (22:15) “Everyone on your team has to be a driver”  (25:25) The importance of building a brand that people can connect with  (25:50) What clients are looking for in their advisors  (28:50) The biggest opportunities for advisors who want to grow in today's environment (29:00) “Stop undervaluing your time”  (29:55) Michael Kitces map  (30:42) The financial advisor's superpower  (33:00) Lessons for those looking to find their voice and carve out their own path (34:00) Get over the imposter syndrome  (36:00) Having a disproportionately positive impact on the industry, her partners and the world  (38:10) The detriment behind procrastination  (39:40) Mindset has a 24 hour shot clock on it (40:45) The power of momentum  (41:58) Time for our Play segment! (42:35) Shannon would have run a commercial construction company  (43:20) “I love any -ing”  (44:16) Moment of gratitude   Connect with StreetCred PR:   Contact Us: https://streetcredpr.com/contact/  StreetCred PR Website: https://streetcredpr.com/  Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/  Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/  StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/  Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR    Connect with Shannon Spotswood:   RFG Advisory: https://rfgadvisory.com/  Shannon Spotswood on LinkedIn: https://www.linkedin.com/in/shannonspotswood/    About our Guest:  Shannon Spotswood is a 25-year veteran of the financial services industry with experience spanning investment banking, hedge fund management, professional management and business development. As CEO of RFG Advisory, she leads RFG 2.0, the firm's fully integrated platform for independent advisors, and drives the strategic initiatives that power advisor growth. Since joining RFG in 2015, Shannon has blended her entrepreneurial background with a passion for building an innovative, advisor-focused RIA of the future—helping grow the firm from $1.2 billion to more than $7 billion in AUM. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Jimmy Moock, Wealth Management, RIA, RIA of the Future, Supported Independence, Financial Advisors, Women in Leadership, Shannon Spotswood, RFG Advisory  

Everyone keeps comparing the AI boom to the dot-com era — so we decided to go down the rabbit hole and see what really happened.In this episode, Jess and I take you back to the 1990s — when optimism was sky-high, money was cheap, and anything with “.com” in its name could send Wall Street into a frenzy. We unpack the perfect economic storm that built the bubble, the wild timeline of events that burst it, and the investor psychology that made even the smartest people believe this time was different.Because before you can understand today's market manias… you've got to understand the first one.Key Takeaways:The 1990s were the perfect setup for a bubble: Low inflation, low interest rates, and a booming economy gave investors confidence — and cheap money — to chase risk. The Internet added excitement, fueling the belief that a “new economy” had begun.Technology changed everything — and everyone wanted in: The commercialization of the Web and the rise of companies like Netscape, Amazon, and Yahoo! made it feel like endless growth was guaranteed. IPOs exploded, valuations skyrocketed, and profits stopped mattering.Investor psychology took over the market: FOMO and hype replaced fundamentals. The phrase “irrational exuberance” wasn't just clever — it described the collective mindset that pushed prices higher simply because they were already rising.The media amplified the mania: Financial news networks turned investing into entertainment. Analysts became influencers before social media existed, and market updates sounded more like sports commentary than financial analysis.The bubble wasn't just about tech — it was about people: It was a story of optimism, greed, and belief. Investors convinced themselves “this time is different,” proving that markets run on emotion just as much as data.______________________________________________________________Ask Us a Question, Leave a Review, Follow, Subscribe:

ลองจินตนาการภาพตามว่า วันนี้คือวันที่ 27 สิงหาคม 1998 ภายในห้องสอบสวนที่สำนักงานใหญ่ของ Microsoft ชายที่ร่ำรวยที่สุดในอเมริกาและผู้ทรงอิทธิพลที่สุดในโลกเทคโนโลยีอย่าง Bill Gates กำลังนั่งอยู่ฝั่งตรงข้ามของโต๊ะสอบสวน บรรยากาศในห้องนั้นเต็มไปด้วยความตึงเครียด สีหน้าของเขาดูอึดอัดอย่างเห็นได้ชัดตลอดช่วงเวลาหลายชั่วโมงที่ถูกตั้งคำถามอย่างหนักหน่วง นี่คือการให้การเป็นพยานนอกศาล หรือที่เรียกในภาษาอังกฤษว่า Deposition ซึ่งเป็นกระบวนการซักถามพยานภายใต้คำสาบานก่อนการเข้าสู่กระบวนการพิจารณาคดีในศาลจริง ทนายความฝั่งรัฐบาลสหรัฐฯ ยิงคำถามอย่างไม่ลดละ และภาพลักษณ์อัจฉริยะผู้เป็นที่รักของชาวอเมริกันก็เริ่มพังทลายลงตรงนั้น จากวิดีโอบันทึกภาพกว่า 20 ชั่วโมงของการสอบสวน Bill Gates มีท่าทีหลบเลี่ยง กอดอก โยกตัวไปมา ดื่มน้ำบ่อยครั้ง และเอาแต่เถียงเรื่องความหมายของคำศัพท์ง่ายๆ อย่างคำว่า “แข่งขัน” หรือคำว่า “พวกเรา” เขาพยายามประวิงเวลาถึงขั้นเถียงกับความหมายในพจนานุกรมคอมพิวเตอร์ของบริษัทตัวเอง ยิ่งไปกว่านั้นเขายังตอบว่า “I don't recall” หรือ “ผมจำไม่ได้” ซ้ำแล้วซ้ำเล่าจนแม้แต่ผู้พิพากษาที่ได้ดูวิดีโอนี้ในภายหลังยังต้องหัวเราะออกมาด้วยความระอา เกิดอะไรขึ้นกับชายผู้พลิกโฉมโลกเทคโนโลยี ทำไมเขาถึงต้องมาตกอยู่ในสถานการณ์นี้ เรื่องราวของวิสัยทัศน์ทางธุรกิจ กลยุทธ์อันเหี้ยมโหด ไปจนถึงข่าวฉาวระดับโลกที่กลายมาเป็นจุดพลิกผันแบบที่ไม่มีใครคาดคิด เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ =========================  สนับสนุนโดย ========================= 

In this event, Kent Walker, President of Global Affairs for Google, discusses the importance of Ireland as a digital economy hub in Europe and the role of the digital economy in ensuring Ireland's future prosperity. Mr Walker also discusses how Ireland can harness its upcoming presidency of the Council of the EU, starting in July 2026, to push for the measures that are needed to unleash Europe's digital competitiveness and to secure Europe's digital resilience. In his remarks, Mr Walker examines the debate about Europe's regulatory framework, the growing role of AI, and how to ensure Europe's resilience against digital threats. This event is organised as a collaboration between the IIEA and Google. Kent Walker is President of Global Affairs at Google and Alphabet, overseeing content policy, government and regulatory affairs, and legal, risk, and compliance matters. With a 30+ year career at the intersection of technology, law, and policy, he has led Google's advocacy on key issues and served as the first chair of the Global Internet Forum to Combat Terrorism. A Harvard and Stanford Law graduate, Kent was previously an Assistant U.S. Attorney and held executive positions at Netscape, AOL, and eBay. He serves on TechNet's executive committee and the Council on Foreign Relations.

In the 1990s, Microsoft and Netscape fought for control of the browser, the gateway between humans and the internet. Netscape went from 90% market share to zero in five years. Now, with over 30 agentic browsers launching in under 18 months, the same war is playing out again, only this time the stakes are higher. This episode breaks down the 90s browser wars, compares the tactics to what's happening today, and explains what website owners should do about it.Key takeawaysThe playbook hasn't changed - Bundling, free products, proprietary lock-in, and distribution deals decided the 90s browser wars. The same tactics are playing out with agentic browsers today.Google is running Microsoft's 1995 playbook - Microsoft embedded IE into Windows to protect its OS monopoly. Google is embedding Gemini into Chrome to protect its search monopoly. The browser is the defensive weapon, not the product.The Chromium trap is deeper than IE bundling ever was - Most agentic browsers (Comet, Atlas, Neon) run on Google's Chromium engine. Even competitors are built on Google's foundation.The prize shifted from attention to transactions - The 90s fight was about what people see. The agentic browser fight is about what AI agents buy, book, and do on your behalf.Your website is the new Netscape - If AI agents mediate every user interaction, your site risks becoming invisible infrastructure rather than a destination.Regulation will be too late - The DOJ took 6 years to settle with Microsoft. Netscape was already dead. The same timeline is playing out with Google's antitrust case.What to do todayDon't optimize for one agentic browser. Build for web standards: semantic HTML, ARIA labels, structured data, server-side rendering.Build direct audience relationships (email, communities, subscriptions) so you're not dependent on browser intermediaries.Make your site worth visiting, not just worth scraping. Offer value an AI agent can't replicate.Treat accessibility as an agent strategy. Screen reader compatibility = AI agent compatibility.Test your site with an agentic browser to see what works and what breaks.Read the full agentic browser landscape breakdown: nohackspod.com/blog/agentic-browser-landscape-2026Chapters00:00 - Introduction01:34 - The First Browser War09:15 - The Agentic Browser Explosion12:48 - Why Is This Happening Now?16:15 - Where the 2026 Version Gets Worse21:27 - What This Means for Your Website23:14 - What to Do About It26:49 - ClosingConnectWebsite: https://nohackspod.comLinkedIn: https://www.linkedin.com/in/slobodanmanic/Newsletter: https://nohackspod.com/subscribeNo Hacks is a podcast about web performance, technical SEO, and the agentic web. Hosted by Slobodan "Sani" Manic.

The AI labs fighting for attention during the Super Bowl call to mind another iconic Super Bowl moment: Apple's 1984 ad for the Macintosh, which promised that the personal computer would be a source of unbound wonder, freedom, and delight.They were right, but over time, the personal computer has also become cluttered with errands.These “computer errands”—downloading a W-2 when tax season rolls around, hunting for the right coupon code before checkout, or navigating the unholy labyrinth of the Amazon Web Services dashboard just to change one permission setting—have taken over our digital lives. Atlas, OpenAI's agentic browser, sprang from the idea that AI should handle this tedium for you.In this week's episode of AI & I, Dan Shipper sat down with two members of the Atlas team, Ben Goodger and Darin Fisher. Goodger is Atlas's head of engineering, and Fisher is a member of the technical staff. Both are legends of the browser world. They've spent decades building the modern web, working together on Netscape, Firefox, and Chrome before arriving at Atlas. From that vantage point, they told Dan how they think browsing is about to change, why building a browser is harder than it looks, and what it's like to create a new one with AI coding tools like Codex.If you found this episode interesting, please like, subscribe, comment, and share! Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Move fast, don't break thingsMost AI coding tools don't know which line of code will actually break your system. Try Augment Code, which understands your entire codebase, including the repos, languages, and dependencies that actually runs your business, and use their playbook to learn more about their framework, checklists, and assessments. Ship 30% faster with 40% shorter merge times.[Playbook at https://www.augmentcode.com/]Timestamps:  00:01:57 - Introduction00:11:51 - Designing an AI browser that's intuitive to use00:15:24 - How the web changes if agents do most of the browsing00:25:06 - Why traditional websites will not become obsolete00:29:00 - A browser that stays out of the way versus one that shows you around00:39:51 - How the team uses Codex to build Atlas00:44:47 - The craft of coding with AI tools00:52:33 - Why Goodger and Fisher care so much about browsersLinks to resources mentioned in the episode:Ben Goodger: Ben Goodger (@bengoodger) Darin Fisher: Darin Fisher (@darinwf) OpenAI's browser, Atlas: Introducing ChatGPT Atlas

A CMO Confidential Interview with Pete Imwalla, former CEO of RPA and 4A's board member. Pete shares his take on how many tech changes resulted in additional agency headcount, how AI is rapidly reversing that trend, and why many agency valuations have dropped significantly over the last 5 years. Key topics include: why brand building is like infrastructure; how Publicis is bucking the trend; how to think about "in-housing;" and why Paul Roetzer's CMO 2023 CMO Confidential show was prescient. Tune in to hear about the "2nd mover advantage" and why he hates the concept of "future proofing." Agency economics are getting rewritten in the age of AI. Mike Linton sits down with Pete Imwalle 32-year RPA veteran and former CEO to dissect what's changing—and what leaders should do about it. They cover the shift from reach to relevance, why FTE-based fees are misaligned in an AI world, how to separate automation from actual advantage, and where in-housing does and doesn't work. Along the way: the sustained business impact of the Farmers “We know a thing or two…” campaign, the rise of agentic workflows, and why “future-proofing” starts with culture, not clairvoyance. Chapters00:00:00 – Cold open + show setup00:00:22 – Mike's intro, Pete's background, and today's topic00:01:18 – Farmers campaign wins Sustained Effie) and effectiveness creativity00:02:18 – 30 years of change: from Prodigy/AOL/CompuServe to Netscape and the open web00:03:24 – Google + broadband: when digital finally changed consumer behavior00:04:33 – Mobile's second wave and the trap of “mobile-first/AI-first” strategies00:06:01 – How agencies adapted: leadership, curiosity, and tolerance for experimentation00:07:42 – Investing ahead of revenue: offense + defense in capability building00:08:22 – Reach fragmentation: from “40% on Cheers” to only the Super Bowl00:09:18 – The real squeeze: boards treating advertising as expense, not investment00:10:13 – Short-termism, PE/VC incentives, and brand vs. performance00:12:21 – “Adapt or die”: AI as an extinction event? (hat tip: Paul Roetzer)00:13:28 – Agentic workflows: shrinking grunt work (esp. media & strategy ops)00:16:00 – Client asks: “give me savings, don't risk my IP”00:16:36 – Why FTE pricing disincentivizes efficiency; pay for outcomes instead00:17:51 – Three futures: AI-native, AI-emergent, or obsolete00:21:39 – Holding-company moves; why Publicis is outpacing peers00:22:00 – Agency valuations: ~40% decline over five years; second-mover advantage in AI00:26:37 – In-housing: when it works, when it backfires, and true cost to own00:28:48 – Build vs. buy: amortization, maintenance, and staying current00:30:16 – The Geico lesson: investing through the curve until returns flatten00:31:22 – What to test by EOY 2026: culture, change management, and low-hanging automation00:34:02 – Ditch “future-proofing”; hire for curiosity and adaptability00:35:35 – Wrap + where to find more CMO ConfidentialTagsCMO Confidential,Mike Linton,Pete Imwalle,RPA,agency economics,advertising,marketing leadership,AI in marketing,agentic workflows,media planning,marketing strategy,brand vs performance,FTE pricing,procurement,in-housing,holding companies,Publicis,Omnicom,Super Bowl ads,Effie Awards,Farmers Insurance campaign,Geico case study,change management,digital transformation,marketing AI,MarTech,measurement,short term vs long term,CMO,CEO,CFO,board governanceSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross Asset Strategist. Today we're revisiting the 2026 global equity outlook with two senior leaders from Morgan Stanley Investment Management. Andrew Slimmon: I am Andrew Slimmon, Head of Applied Equity Team within Morgan Stanley Investment Management. Jitania Kandhari: And I'm Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Passport Strategies and Head of Macro and Thematic Research for Emerging Market Equities within Morgan Stanley Investment Management.It's Tuesday, February 3rd at 10 am in New York. So as investors are entering in 2026, after several years of very strong equity returns with policy support reaccelerating. As regular listeners have probably heard, Mike Wilson, who of course is CIO and Chief Equity Strategist for Morgan Stanley – his view is that we ended a three-year rolling earnings recession in last April and entered a rolling recovery and a new bull market. Now, Andrew, in the spirit of debate, I know you have a different take on valuations and where we are at in the cycle. I'd love to hear how you're framing this for investment management clients. Andrew Slimmon: Yeah, I mean, I guess I focus a little bit more on the behavioral cycle. And I think that from a behavioral cycle we're following a very consistent pattern, which is we had a bad bear market in 2022 that bottomed down 25 percent. And that provided a wonderful opportunity to invest. But early in a behavioral cycle, investors are very pessimistic. And that was really the story of [20]23 and really 2024, which were; investors, you know, were negative on equities. The ratios were all very negative and investors sold out of equities. And that's consistent with a early cycle. And then as you move into the third-fourth year, investors tend to get more optimistic about returns. Doesn't necessarily mean the market goes down. But what it does mean is the market tends to get more volatile and returns start to compress, and ultimately, bull markets die on euphoria. And so, I think it's late cycle, but it's not end of cycle. And that's my theme; is late cycle but not end of cycle.Serena Tang: And I think on that point, one very unusual feature of this environment is that you have both monetary and fiscal policy being supportive at the same time, which, of course, rarely happens outside of recession. So how do you see those dual policy forces shaping market behavior and which parts of the market tend to benefit? Andrew Slimmon: Well, that's exactly right. Look, the last time I checked, page one of the investment handbook says, ‘Don't fight the Fed.' And so, you have monetary policy easing. And what we; remember what happened in 2021? The Fed raised rates and monetary policy was tightening. Equities do well when the Fed is easing, and that's one of the reasons why I think it's not end of cycle. And then you layer in fiscal policy with tax relief coming, it is a reason to be relatively optimistic on equities in 2026. But it doesn't mean there can't be bumps along the way – and I think a higher level of optimism as we're seeing today is a result of that. But I think you stick with those more procyclical areas: Finance, Industrials, Technology, and then you move down the cap curve a little bit. I think those are the winning trades. They really started to come to the fore in the second half of last year, and I think that will continue into 2026. Serena Tang: Right. And we've definitely seen some bumps recently, but I think on your point around yields. So, Jitania, I think that policy backdrop really ties directly to your idea of the age of capped real rates. In very simple terms, can you explain what that means and what's behind that view? Jitania Kandhari: Sure. When I say age of real rates being capped, I mean like the structural template within which I'm operating, and real rates here are defined by the 10-year on the Treasury yield adjusted for CPI.Firstly, I'd say there was too much linear thinking in markets post Liberation Day. That tariffs equals inflation equals higher rates. Now, tariff impacts, as we have seen, can be offset in several ways, and economic relationships are rarely linear.So, inflation may not go up to the extent market is expecting. So that supports the case for capped rates. And the real constraint is the debt arithmetic, right? So, if you look at the history of public debt in the U.S., whenever there was a surge in public debt during the Civil War, two World Wars, Global Financial Crisis, even during COVID. In all these periods, when debt spiked, real rates have remained negative.So, there can be short term swings in rates, but I believe that markets not necessarily central banks will even enforce that cap. Serena Tang: You've described this moment, as the great broadening of 2026. What's driving this and what do you think is happening now after years of very narrow concentration? Jitania Kandhari: Yes. I think like if last decade was about concentration, now it's going to be about breadth. And if you look at where the concentration was, it was in the [Mag] 7, in the AI trade. We are beginning to see some cracks in the consensus where adoption is happening, but monetization is lagging. But clearly the next phase of value creation could happen from just the model building to the application layer, as you guys have also talked about – from enablers to adopters.The other thing we are seeing is two AI ecosystems evolve globally. The high cost cutting edge U.S. innovation engine and the lower cost efficiency driven Chinese model, each of them have their own supply chain beneficiaries. And as AI is moving into physical world, you're going to see more opportunities. And then secondly, I think there are limitations on this tariff policies globally; and tariff fears to me remain more of an illusion than a reality because U.S. needs to import a lot of intermediate goods And then lastly, I see domestic cycles inflecting upwards in many other pockets of the world. And you add all this up; the message is clear that leadership is broadening and portfolio should broaden too. Serena Tang: And I want to sort of stay on this topic of broadening. So, Andrew, I think, you've also highlighted, you know, this market broadening, especially beyond the large cap leaders, even as AI investment continues, I think, as you touched on earlier. So why does that matter for equity leadership in 2026? And can you talk about the impact of this broadening on valuations in general? Andrew Slimmon: Sure. So I think, you know, I've been around a long time and I remember when the internet first rolled out, the Mosaic browser was introduced in 1993. And the first thing the stock market tried to do is appoint winners – of who was going to win the internet, you know, search race. And it was Ask Jeeves and it was Yahoo and it was Netscape. Well, none of those were the winners. We just don't know who's ultimately going to be the tech winner. I think it's much safer to know that just like the internet, AI is a technology productivity enhancing tool, and companies are going to embrace AI just like they embraced the internet. And the reason the stock market doubled between 1997 and the dotcom peak was that productivity margins went up for a lot of companies in a lot of industries as they embraced the internet. So, to me, a broadening out and looking at lower valuations, it is in many ways safer than saying this is the technology winner, and this is technology loser. I think it's all many different industries are going to embrace and benefit from what's going on with AI. Serena Tang: You don't want to know where I was in 1993. And I don't recognize most of those names. Andrew Slimmon: Sorry. I was 14! Serena Tang: [Laughs] Ok. Investors often hear two competing messages now. Ignore the macro and buy great companies or let the big picture drive everything. How do you balance top-down signals with bottom-up fundamentals in your investment process? Andrew Slimmon: Yeah, I think you have to employ both, and I hear that all the time; especially I hear, you know, my competitors, ‘Oh, I just focus on my stock picks, my bottom up.' But, you know, look statistically, two-thirds of a manager's relative performance comes from macro. You know, how did growth do? How did value do? All those types of things that have nothing to do with what stock picks... And likewise, much of a return of an individual stock has to do with things beyond just what's happening fundamentally. But some of it comes from what's happening at the company level. So, I think to be a great investor, you have to be aware of the macro. The Fed cutting rates this year is a very powerful tool, and if you don't understand the amplifications of that as per what types of stocks work, because you're so focused on the micro, I think that's a mistake. Likewise, you have to know what's going on in your company [be]cause one third of term does come from actual stock selection. So, I'm a big believer in marrying a top down and a bottom up and try to capture the two thirds and the one third.Serena Tang: Since that 2022 bear market low that you talked about earlier. I mean, your framework really favored growth and value over defensives. But I think more recently you've increased your non-U.S. exposure. What changed in your top-down signals and bottom-up data to make global opportunities more compelling now? Is it the narrative of the end of U.S. exceptionalism or something else? Andrew Slimmon: No, I really think it's actually something else, which is we have picked up signals from other parts of the world, Europe and Japan. That are different signals than we saw really for the last decade, which is namely that pro-cyclical stocks started to work. Value stocks started to work in the first half of 2025. And you look at the history of when that happens, usually value doesn't work for a year and peter out. So that's been a huge change where I would say, a safer orientation has shown the relative leadership, and we have to be – recognize that. So, in our global strategies, we've been heavily weighted towards, the U.S. orientation because we didn't see really a cyclical bias outside. And now that's changing and that has caused us to increase the allocation to non-U.S. exposure. It's a longwinded way of saying, look, I think what the story of last year was the U.S. did just fine. But there were parts of the world that did better and I think that will continue in 2026. Serena Tang: Andrew, Jitania thank you so much for taking the time to talk. Andrew Slimmon: Great speaking with you, Serena. Jitania Kandhari: Thanks for having us on the show. Serena Tang: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Another chilly evening in Western Europe, as Elliot Williams is joined this week by Jenny List to chew the fat over the week's hacks. It's been an auspicious week for anniversaries, with the hundredth since the first demonstration of a working television system in a room above a London coffee shop. John Logie Baird's mechanically-scanned TV may have ultimately been a dead-end superseded by the all-electronic systems we all know, but the importance of television for the later half of the 20th century and further is beyond question. The standout hacks of the week include a very clever use of the ESP32's WiFi API to detect people moving through a WiFi field, a promising open-source smartphone, another ESP32 project in a comms system for cyclists, more cycling on tensegrity spokes, a clever way to smooth plaster casts, and a light sculpture reflecting Wi-Fi traffic. Then there are a slew of hacks including 3D printed PCBs and gem-cut dichroic prisms, before we move to the can't-miss articles. There we're looking at document preservation, and a wallow in internet history with a look at the Netscape brand. As usual all the links you need can be found over on Hackaday, so listen, and enjoy!

#podcast #apple #tecnologia ía #historiatech #youtube #ciberseguridad #airtag PLAYLIST Rolones: https://acortar.link/syEyR7Hoy viajamos por momentos clave que marcaron la historia de la tecnología y la cultura digital. Desde el lanzamiento de la primera Macintosh de Apple y la inspiración en el diseño de Braun, hasta el nacimiento de Netscape como el primer navegador comercial y la llegada de YouTube en 2005.También exploramos temas actuales y curiosos: el impacto mediático de Sydney Sweeney, el consumo del “azulito” en México, una entrevista con Uvicuo, los riesgos de ciberataques durante el Mundial, el impresionante cortometraje de Google DeepMind, el anuncio de la película de Super Mario Galaxy, un récord del Libro Guinness y la nueva generación del AirTag.Un recorrido entre historia, polémica, cultura digital y el futuro de la tecnología.00:00 INICIO03:07 PATROCINIOS03:34 COMENTARIOS05:24 UN DÍA COMO HOY - APPLE PRIMERA MAC10:29 ¿APPLE LE COPIÓ A BRAUN?11:48 NETSCAPE: PRIMER NAVEGADOR WEB COMERCIAL14:48 YOUTUBE EN 200520:49 SYDNEY SWEENEY Y SU LENCERÍA22:52 MÉXICO GASTA MUCHO EN EL AZULITO28:34 ENTREVISTA UVICUO46:10 CIBERATAQUES EN EL MUNDIAL48:01 EL CORTOMETRAJE DE GOOGLE DEEPMIND51:13 SUPER MARIO GALAXY MOVIE52:17 LIBRO GUINNESS01:01:06 NUEVA GENERACIÓN DE AIRTAG Y FINAL

Marc Andreessen is a founder, investor, and co-founder of Netscape, as well as co-founder of the venture capital firm Andreessen Horowitz (a16z). In this conversation, we dig into why we're living through a unique and one of the most incredible times in history, and what comes next.We discuss:1. Why AI is arriving at the perfect moment to counter demographic collapse and declining productivity2. How Marc has raised his 10-year-old kid to thrive in an AI-driven world3. What's actually going to happen with AI and jobs (spoiler: he thinks the panic is “totally off base”)4. The “Mexican standoff” that's happening between product managers, designers, and engineers5. Why you should still learn to code (even with AI)6. How to develop an “E-shaped” career that combines multiple skills, with AI as a force multiplier7. The career advice he keeps coming back to (“Don't be fungible”)8. How AI can democratize one-on-one tutoring, potentially transforming education9. His media diet: X and old books, nothing in between—Brought to you by:DX—The developer intelligence platform designed by leading researchersBrex—The banking solution for startupsDatadog—Now home to Eppo, the leading experimentation and feature flagging platform—Episode transcript: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Marc Andreessen:• X: https://x.com/pmarca• Substack: https://pmarca.substack.com• Andreessen Horowitz's website: https://a16z.com• Andreessen Horowitz's YouTube channel: https://www.youtube.com/@a16z—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Marc Andreessen(04:27) The historic moment we're living in(06:52) The impact of AI on society(11:14) AI's role in education and parenting(22:15) The future of jobs in an AI-driven world(30:15) Marc's past predictions(35:35) The Mexican standoff of tech roles(39:28) Adapting to changing job tasks(42:15) The shift to scripting languages(44:50) The importance of understanding code(51:37) The value of design in the AI era(53:30) The T-shaped skill strategy(01:02:05) AI's impact on founders and companies(01:05:58) The concept of one-person billion-dollar companies(01:08:33) Debating AI moats and market dynamics(01:14:39) The rapid evolution of AI models(01:18:05) Indeterminate optimism in venture capital(01:22:17) The concept of AGI and its implications(01:30:00) Marc's media diet(01:36:18) Favorite movies and AI voice technology(01:39:24) Marc's product diet(01:43:16) Closing thoughts and recommendations—Referenced:• Linus Torvalds on LinkedIn: https://www.linkedin.com/in/linustorvalds• The philosopher's stone: https://en.wikipedia.org/wiki/Philosopher%27s_stone• Alexander the Great: https://en.wikipedia.org/wiki/Alexander_the_Great• Aristotle: https://en.wikipedia.org/wiki/Aristotle• Bloom's 2 sigma problem: https://en.wikipedia.org/wiki/Bloom%27s_2_sigma_problem• Alpha School: https://alpha.school• In Tech We Trust? A Debate with Peter Thiel and Marc Andreessen: https://a16z.com/in-tech-we-trust-a-debate-with-peter-thiel-and-marc-andreessen• John Woo: https://en.wikipedia.org/wiki/John_Woo• Assembly: https://en.wikipedia.org/wiki/Assembly_language• C programming language: https://en.wikipedia.org/wiki/C_(programming_language)• Python: https://www.python.org• Netscape: https://en.wikipedia.org/wiki/Netscape• Perl: https://www.perl.org• Scott Adams: https://en.wikipedia.org/wiki/Scott_Adams• Larry Summers's website: https://larrysummers.com• Nano Banana: https://gemini.google/overview/image-generation• Bitcoin: https://bitcoin.org• Ethereum: https://ethereum.org• Satoshi Nakamoto: https://en.wikipedia.org/wiki/Satoshi_Nakamoto• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Anthropic co-founder on quitting OpenAI, AGI predictions, $100M talent wars, 20% unemployment, and the nightmare scenarios keeping him up at night | Ben Mann: https://www.lennysnewsletter.com/p/anthropic-co-founder-benjamin-mann• Inside Google's AI turnaround: The rise of AI Mode, strategy behind AI Overviews, and their vision for AI-powered search | Robby Stein (VP of Product, Google Search): https://www.lennysnewsletter.com/p/how-google-built-ai-mode-in-under-a-year• DeepSeek: https://www.deepseek.com• Cowork: https://support.claude.com/en/articles/13345190-getting-started-with-cowork• Definite vs. indefinite thinking: Notes from Zero to One by Peter Thiel: https://boxkitemachine.net/posts/zero-to-one-peter-thiel-definite-vs-indefinite-thinking• Henry Ford: https://www.thehenryford.org/explore/stories-of-innovation/visionaries/henry-ford• Lex Fridman Podcast: https://lexfridman.com/podcast• $46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder): https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz• Eddington: https://www.imdb.com/title/tt31176520• Joaquin Phoenix: https://en.wikipedia.org/wiki/Joaquin_Phoenix• Pedro Pascal: https://en.wikipedia.org/wiki/Pedro_Pascal• George Floyd: https://en.wikipedia.org/wiki/George_Floyd• Replit: https://replit.com• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• Grok Bad Rudi: https://grok.com/badrudi• Wispr Flow: https://wisprflow.ai• Star Trek: The Next Generation: https://www.imdb.com/title/tt0092455• Star Trek: Starfleet Academy: https://www.imdb.com/title/tt8622160• a16z: The Power Brokers: https://www.notboring.co/p/a16z-the-power-brokers—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Can a country be built from the internet up? Not as a metaphor or an online community, but as a system that replaces institutions we usually think of as fixed, money, law, and governance.In this conversation taken from The Network State Podcast, a16z cofounder Ben Horowitz joins Balaji Srinivasan to explore how internet native institutions are beginning to mirror and challenge traditional state structures. Drawing parallels to China's early special economic zones, they discuss how constrained experiments like Shenzhen tested new rules without rewriting the entire system, and why similar experimentation is now happening online.The discussion examines crypto, digital identity, and network states as attempts to turn code into coordination and coordination into legitimacy, while grappling with a core tension. Code is deterministic, but societies are not. Ben and Balaji explore where these systems work, where they break, and whether network states are a curiosity or the next phase of governance. Resources:Follow Ben on X: https://x.com/bhorowitzFollow Balaji on X: https://x.com/balajisListen to more from The Network State: https://ns.com/podcast Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenberg](https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.    Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warum Trumps Interesse an Grönland weder auf Rohstoffe noch auf die Nähe zu Russland zurückzuführen ist.Ein Kommentar von Claudia Töpper.Grönlands Eis dient als Schutz vor AufständenIn einem Interview, das vor vier Tagen auf YouTube erschien, nannte der Wirtschaftsexperte, Ernst Wolff interessante Hintergründe zu den geplanten Eroberungen der USA. (1) Wörtlich sagte er:„[…] Aber Grönland hat meiner Meinung nach auch einen Hintergrund, von dem überhaupt nicht geredet wird. Also in Grönland haben in den letzten Jahren investiert die ganz Großen in dem IT-Bereich. Also das sind Peter Thiel [Mitbegründer von PayPal und Palantir] hat da investiert, Bill Gates hat da investiert und Herr Andreessen [Mitbegründer von Netscape] und Larry Ellison [Gründer von Oracle] und all die Großen haben da investiert und das ist für die ganz interessant – Grönland – und zwar aus mehreren Gründen. Also diese leben ja alle von dem Fortschreiten der KI. KI ist ja im Moment die wichtigste Technologie, die entwickelt wird und KI braucht unglaublich viel Datenzentren. Nun baut man diese Datenzentren überall auf der Erde. Diese Datenzentren brauchen eine große Kühlung. Wo ist es am kühlsten? In der Antarktis. Und wo wären diese Datenzentren auch am sichersten gegenüber Sabotageakten und gegenüber der Gesamtbevölkerung der Welt? Auch in der Antarktis. Weil, da käme kein Mensch mehr hin, um da Sabotage zu verüben. Das wäre also eine abgeschlossene Welt für sich, wo die Datenzentren in Hülle und Fülle hinstellen könnten und die digitale Diktatur der Welt weiter vorbereiten könnten. Interessant ist, wer hat Donald Trump die Idee gegeben, überhaupt die Eingliederung Grönlands in das US-Staatsgebiet mal zu verlangen oder überhaupt zu beabsichtigen? Das war ein Mann namens Ronald Lauder. Mit [ihm] hat Donald Trump zusammen studiert. Ronald Lauder ist der Erbe des Estée Lauder Kosmetikkonzerns, also ein mehrfacher Milliardär. Und der Mann hat ihn auf die Idee gebracht, hat selber da auch schon investiert und jetzt kommt der Brückenschlag zum Nahen Osten, Ronald Lauder ist niemand anderes als der Chef und der Präsident des jüdischen Weltkongresses.“ (2)Des Weiteren ist für Donald Trump an Grönland noch folgendes interessant. „[…] Er [Trump] wird aus dem Hintergrund gedrängt von den Leuten, denen er ja dient. Also er ist ja nichts anderes als die Marionette der Großen im Silicon Valley. Also man weiß ja auch seine Adjutanten. Also sein Vizepräsident, J.D. Vance ist von Peter Thiel gefördert worden. Sein Außenminister, Marco Rubio ist von Larry Ellison gefördert worden. Die beide[n] sind von ihren Förderern zu Senatoren, einmal in Ohio und einmal in Florida gemacht worden, bevor sie den Sprung in die Regierung dann geschafft haben. Also es ist diese Fraktion da aus dem Silicon Valley, die Donald Trump in diese Richtung [Erpressung Grönlands und Dänemarks] drängen. Und die haben vor, da in Grönland tatsächlich etwas Besonderes zu errichten, nämlich das, was sie die Freedom City nennen. Das ist so eine Art Sonderwirtschaftszone. Da wird es keine Steuern geben, da wird es auch keine Regierung geben, da wird es auch keine Wahlen geben. Da werden die Konzerne selber herrschen. Das ist so das Idealbild dessen, wie sich vor allem Peter Thiel die Zukunft vorstellt.“ (3)Grüne Energie ist am EndeDass die KI die Technologie ist, auf die alle Konzerne ihre Zukunft aufbauen und ihren Blick richten, zeigen auch die Äußerungen, die auf dem WEF (World Economic Forum / Weltwirtschaftsforum), das letzte Woche in Davos stattfand, getätigt wurden. Hier erklärte der neue WEF-Chef und CEO von BlackRock (mit 4 Billionen US-Dollar der größte Vermögensverwalter), Larry Fink die deutsche Energiewende offenbar für beendet. Laut des Journalisten und Moderators, Robert Stein, erklärte Larry Fink in seiner Rede auf dem WEF, dass Hosted on Acast. See acast.com/privacy for more information.

Our guest this week is Hugh Hempel, a technology industry veteran turned health care entrepreneur and father of identical twin daughters with Niemann Pick Type C.Hugh and his wife Chris, have been married for 25 years and are the proud parents of identical twin daughters Addison & Cassidy.  The girls were born in January 2004 and were both diagnosed with Niemann Pick Type C, a type of childhood ALS, a very rare neurogenerative disease.  Despite heroic efforts to find a cure and treatments, very sadly the twins passed away in 2019 at age 15.After a successful tech career that included working at: IBM, Apple and Netscape, to name a few, and as a result of the twins' diagnosis, Hugh & Chris became outspoken advocates for rare disease research.  They also created the Addi & Cassidy Fund, a resource for families impacted by Niemann Pick, Cyclodextrin, and a myriad of stories, and resources for families impacted by a wide range of rare diseases.  Hugh has also served in a wide range of leadership positions, including Solutions Therapuetics, Sparkpr, Parent Advocist, N=1 Collaboration and Strainz.  In January 2015 Hugh gave a TEDx Talk presentation entitled: Why I Changed My Mind About Medical Cannabis, coincidentally on Addi & Cassidy's 11th birthday.  We'll hear about the Hempel family and about Hugh and Chris' quest to find a cure and treatments for  rare and ultra rare diseases, all on this episode of the SFN Dad To Dad Podcast.  This is the final sintallment of this two part interview. Show Links Phone - (775) 338-4844Email – Hugh@Hempelfamily.com LinkedIn – https://www.linkedin.com/in/hughhempel/?skipRedirect=true Website – N=1 Collaboration – https://www.n1collaborative.org/Website – Addi & Cassie Fund - https://addiandcassi.com/TEDx Talk – Why I Changed My Mind About Medical Cannabis (January2015) - https://www.youtube.com/watch?v=3N8QMeIsX2c&t=1sDr. Sanjay Gupta CNN story (11.22.14) -https://vimeo.com/420572177?fl=pl&fe=vlMayo Clinic NPT1 - https://www.mayoclinic.org/diseases-conditions/niemann-pick/symptoms-causes/syc-20355887MIPLYFFA Website - https://miplyffa.com/Special Fathers Network –SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 800+ SFN Mentor Fathers, who are raising kids with special needs, have said: “I wish there was something like this when we first received our child's diagnosis. I felt so isolated.  There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through.”SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channel/UCzDFCvQimWNEb158ll6Q4cA/videosPlease support the SFN. Click here to donate: https://21stcenturydads.org/donate/Special Fathers Network: https://21stcenturydads.org/  SFN Mastermind Group - https://21stcenturydads.org/sfn-mastermind-group/Special thanks to SFN Mentor Father, SFN Mastermind Group dad and 21CD board member Shane Madden for creating the SFN jingle on the front and back end of the podcast.. 

Our guest this week Hugh Hempel of Denver, CO, a technology industry veteran turned health care entrepreneur and father of identical twin daughters with Niemann Pick Type C.Hugh and his wife Chris, have been married for 25 years and are the proud parents of identical twin daughters Addison & Cassidy.  The girls were born in January 2004 and were both diagnosed with Niemann Pick Type C, a type of childhood ALS, a very rare neurogenerative disease.  Despite heroic efforts to find a cure and treatments, very sadly the twins passed away in 2019 at age 15.After a successful tech career that included working at: IBM, Apple and Netscape to name a few, and as a result of the twins' diagnosis, Hugh & Chris became outspoken advocates for rare disease research.  They also created the Addi & Cassidy Fund, a resource for families impacted by Niemann Pick, Cyclodextrin, and a myriad of stories, and resources for families impacted by a wide range of rare diseases.  Hugh has also served in a wide range of leadership positions, including Solutions Therapuetics, Sparkpr, Parent Advocist, N=1 Collaboration and Strainz.  In January 2015 Hugh gave a TEDx Talk presentation entitled: Why I Changed My Mind About Medical Cannabis, coincidentally on Addi & Cassidy's 11th birthday.  We'll hear about the Hempel family and about Hugh and Chris' quest to find a cure and treatments for  rare and ultra rare diseases, all on this episode of the SFN Dad To Dad Podcast.  This is Part 1 of a two part interview. Show Links Phone - (775) 338-4844Email – Hugh@Hempelfamily.com LinkedIn – https://www.linkedin.com/in/hughhempel/?skipRedirect=true Website – N=1 Collaboration – https://www.n1collaborative.org/Website – Addi & Cassie Fund - https://addiandcassi.com/TEDx Talk – Why I Changed My Mind About Medical Cannabis (January2015) - https://www.youtube.com/watch?v=3N8QMeIsX2c&t=1sDr. Sanjay Gupta CNN story (11.22.14) -https://vimeo.com/420572177?fl=pl&fe=vlMayo Clinic NPT1 - https://www.mayoclinic.org/diseases-conditions/niemann-pick/symptoms-causes/syc-20355887MIPLYFFA Website - https://miplyffa.com/Special Fathers Network –SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 800+ SFN Mentor Fathers, who are raising kids with special needs, have said: “I wish there was something like this when we first received our child's diagnosis. I felt so isolated.  There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through.”SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channel/UCzDFCvQimWNEb158ll6Q4cA/videosPlease support the SFN. Click here to donate: https://21stcenturydads.org/donate/Special Fathers Network: https://21stcenturydads.org/  SFN Mastermind Group - https://21stcenturydads.org/sfn-mastermind-group/Special thanks to SFN Mentor Father, SFN Mastermind Group dad and 21CD board member Shane Madden for creating the SFN jingle on the front and back end of the podcast.. 

Corey Zumar is a Product Manager at Databricks, working on MLflow and LLM evaluation, tracing, and lifecycle tooling for generative AI.Jules Damji is a Lead Developer Advocate at Databricks, working on Spark, lakehouse technologies, and developer education across the data and AI community.Danny Chiao is an Engineering Leader at Databricks, working on data and AI observability, quality, and production-grade governance for ML and agent systems.MLflow Leading Open Source // MLOps Podcast #356 with Databricks' Corey Zumar, Jules Damji, and Danny ChiaoJoin the Community: https://go.mlops.community/YTJoinInGet the newsletter: https://go.mlops.community/YTNewsletterShoutout to Databricks for powering this MLOps Podcast episode.// AbstractMLflow isn't just for data scientists anymore—and pretending it is is holding teams back. Corey Zumar, Jules Damji, and Danny Chiao break down how MLflow is being rebuilt for GenAI, agents, and real production systems where evals are messy, memory is risky, and governance actually matters. The takeaway: if your AI stack treats agents like fancy chatbots or splits ML and software tooling, you're already behind.// BioCorey ZumarCorey has been working as a Software Engineer at Databricks for the last 4 years and has been an active contributor to and maintainer of MLflow since its first release. Jules Damji Jules is a developer advocate at Databricks Inc., an MLflow and Apache Spark™ contributor, and Learning Spark, 2nd Edition coauthor. He is a hands-on developer with over 25 years of experience. He has worked at leading companies, such as Sun Microsystems, Netscape, @Home, Opsware/LoudCloud, VeriSign, ProQuest, Hortonworks, Anyscale, and Databricks, building large-scale distributed systems. He holds a B.Sc. and M.Sc. in computer science (from Oregon State University and Cal State, Chico, respectively) and an MA in political advocacy and communication (from Johns Hopkins University)Danny ChiaoDanny is an engineering lead at Databricks, leading efforts around data observability (quality, data classification). Previously, Danny led efforts at Tecton (+ Feast, an open source feature store) and Google to build ML infrastructure and large-scale ML-powered features. Danny holds a Bachelor's Degree in Computer Science from MIT.// Related LinksWebsite: https://mlflow.org/https://www.databricks.com/~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our Slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with Corey on LinkedIn: /corey-zumar/Connect with Jules on LinkedIn: /dmatrix/Connect with Danny on LinkedIn: /danny-chiao/Timestamps:[00:00] MLflow Open Source Focus[00:49] MLflow Agents in Production[00:00] AI UX Design Patterns[12:19] Context Management in Chat[19:24] Human Feedback in MLflow[24:37] Prompt Entropy and Optimization[30:55] Evolving MLFlow Personas[36:27] Persona Expansion vs Separation[47:27] Product Ecosystem Design[54:03] PII vs Business Sensitivity[57:51] Wrap up

We are taught that great businesses are built on process, management, and roadmaps. But my guest today says that this exact mindset is what kills innovation and drives your best people to quit.Marty Cagan is the "Godfather of Product." He is the founder of the Silicon Valley Product Group and has worked with the giants that defined the internet, including Hewlett-Packard, Netscape, and eBay. He is the man the world's most successful CEOs call when they stop growing.In this conversation, Marty exposes the "Feature Factory" trap that 90% of companies fall into, explains why you should never hire a "Mercenary," and reveals the specific leadership secrets used by Apple, Amazon, and Netflix to dominate their industries.If you are a CEO, a founder, or a leader who wants to build something that actually matters, this is the warning you need to hear.

Larry Page said in the early day, a guiding principle is Do No Evil. I wonder if we can say that today or is it just business as usual? Dave Young: Welcome to the Empire Builders Podcast, teaching business owners the not-so secret techniques that took famous businesses from mom-and-pop to major brands. Stephen Semple is a marketing consultant, story collector, and storyteller. I’m Stephen’s sidekick and business partner, Dave Young. Before we get into today’s episode, a word from our sponsor, which is, well, it’s us, but we’re highlighting ads we’ve written and produced for our clients. So, here’s one of those. [Out of this World Plumbing Ad] Dave Young: This is the Empire Builders Podcast, by the way. Dave Young here, Steve Semple there. I wonder, Stephen, if we could do this whole episode without mentioning the name of the company that we’re going to be talking about. I ask that for the simple reason of they already know. They already know what we’re talking about. They already know we’re talking about them. They probably knew we were going to talk about them. Stephen Semple: Because of all the research I’ve done on my computer. Dave Young: No, because they’re listening to everything. They probably already know the date that this is going to come out and how long it’s… I don’t know, right? When they first started, and I don’t think we felt that way about them, and I can remember back in the early 2000s, just after the turn- Stephen Semple: In the early days, they had a statement. Larry Page was very famous. Dave Young: Yeah, “Do no evil.” Stephen Semple: “Do know evil. Do no evil,” and that was a very, very big part. In fact, in the early stages, they made a bunch of decisions that challenged the company financially because they were like, “This is not good experience for the person on the other end.” I wonder if anybody’s guessed yet what we’re going to be talking about. Dave Young: Well, then you go public, and it’s all about shareholders, right? It’s like the shareholders are like, “Well, we don’t care if you do evil or not. We want you to make money.” That’s what it’s about because you have [inaudible 00:03:01]. Stephen Semple: All those things happen. Dave Young: Yeah. Stephen Semple: This company that we’re talking about, we’ll go a little while before we’ll let the name out, was founded… On September 4th in 1998 was when it was actually founded. Dave Young: Oh, ’98. It goes back before the turn of the century [inaudible 00:03:14]. Stephen Semple: Yeah. It was founded by Larry Page and Sergey Brin, who met at Stanford. Interesting note, the Stanford grads also created Yahoo. Dave Young: Okay, yeah. Stephen Semple: That’s giving you another little clue about the company that we might be talking about. Dave Young: In the same geek club. Stephen Semple: Yeah, so 1998. I was thinking back, one year after I graduated from university, Windows 98 is launched and, believe it or not, the last Seinfeld episode aired. Dave Young: Are you kidding me? Stephen Semple: No, isn’t that crazy? Dave Young: ’98. Stephen Semple: Yeah. Dave Young: I mean, I was busy raising four daughters in ’98. Stephen Semple: Yeah. Today, this company, as you said, because you didn’t want me to name the company, has more net income than any other business in US history. It has, now, I got to let the cat out of the bag, eight and a half billion searches a day happen. And yes, we’re talking about the birth of Google, which is also now known as part of the Alphabet group. Dave Young: Alphabet, yeah. It’s funny how they got to get a name that means everything. Did they have a name before Google? I know Google was like… Oh, it’s a number really, right? It’s a gazillion, bazillion Googleplex. Stephen Semple: As we’ll go into a little bit later, they actually spelled it wrong when they registered the site. That’s not actually the way that the word is spelled. I’ll have to go… But yeah, the first iteration was a product called BackRub was the name of it. Dave Young: Backrub, okay. Stephen Semple: Alphabet also owns the second largest search engine, which is YouTube. Together, basically, it’s a $2 trillion business, which is larger than the economy of Canada. It’s this amazing thing. Going back to 1998, there are dozens of search engines all using different business models. Now, today Alphabet’s like 90% in the market. Up until this point, it’s been unassailable, and it’s going to be really interesting to see what the future of AI and whatnot brings to that business. But we’re not talking about the future, we’re talking about the past here, so back to the start. Larry Page was born in Lansing, Michigan. His dad is a professor of computer science. His mom is also a computer academic. This is in the ’70s. Between 1979 and ’80, his dad does a stint at Stanford and then also goes to work at Microsoft. Now, Larry and Sergey meet at Stanford, and they’re very ambitious, they’re equal co-founders, but Larry had this thing he also talked about where he said, “You need to do more than just invent things.” It wasn’t about inventing things, it was about creating things that people would use. Here’s what’s going on in the world of the web at this time to understand what’s going on. Here’s some web stats. In 1993, there’s 130 websites in the world. In 1996, three years later, there’s 600,000 websites. That’s a 723% growth year over year. The world has never seen growth like that before. Dave Young: Right, yeah. It was amazing to experience it. People that are younger than us don’t realize what it was. Josh Johnson, the comedian, has a great routine on trying to explain to people what it was like before Google. You needed to know something- Stephen Semple: What it was like for the internet. Dave Young: Yeah. You had to ask somebody who knew. If you needed the answer to a question, you had to ask somebody. And if they didn’t know, then you had to find somebody else, or you had to go to the library and ask a librarian and they would help you find the answer- Stephen Semple: Well, I don’t think it’s like a- Dave Young: … maybe by giving you a book that may or may not have the answer. Stephen Semple: Here’s an important point. I want you to put a pin in that research. We’re going to come back to it. I was about to go down a rabbit hole, but let’s come back to this in just a moment, because this is a very, very important point here about the birth of Google. Larry and Sergey first worked on systems to allow people to make annotations and notes directly on websites with no human involved, but the problem is that that could just overrun a site because there was no systems for ranking or order or anything along that lines. The other question they started to ask is, “Which annotations should someone look at? What are the ones that have authority?” This then created the idea of page rankings. All of this became messy, and this led to them to asking the question, “What if we just focused on ranking webpages?” which led to ranking search. Now, whole idea was ranking was based upon authority and credibility, and they drew this idea from academia. So when we would do research, David, and you’d find that one book, what did you do to figure out who the authority was on the topic? You went and you saw what book did that cite, what research did this book cite. The further you went back in those citations, the closer you got to the true authority, right? Do you remember doing that type of research? Dave Young: Yeah, sure. Stephen Semple: Right. They looked at that and they went, “Well, that’s how you establish credibility and authority is who’s citing who.” Okay. They decided that what they were going to do was do that for the web, and the way the web did that was links, especially in the early days where a lot of it was research. Dave Young: Yeah. If a whole bunch of people linked to you, then that gives you authority over the words that they used to link on and- Stephen Semple: Well, and also in the early days, those links carried a lot of metadata around what the author thought, like, “Why was the link there?” In the early days, backlinks were incredibly important. Now, SEO weasels are still today talking about backlinks, which is complete. Dude, backlinks, yeah, they kind of matter, but they’re… Anyway, I could go down a rabbit hole. Dave Young: Yeah. It’s like anything, the grifters figure out a way to hack the system and make something that’s not authoritative seem like it is. Stephen Semple: Yeah. It’s harder that you can’t hack the system today. Anyway, but the technology challenge, how do you figure out who’s backedlinked to who? Well, the only way you can do it is you have to crawl the entire web, copy the entire web, and reverse engineer the computation to do this. Dave Young: Yeah. It’s huge. We’ve been talking about Google’s algorithm for as long as Google’s been around. That’s the magic of it, right? Stephen Semple: Yeah. In the early days, with them doing it as a research project, they could do it because there was hundreds of sites. If this happened even two years later, like 1996, it would’ve been completely impossible because the sheer size to do it as a research project, right? Now, they called this system BackRub, and they started to shop this technology to other search engines because, again, remember there was HotBot and Lyco and Archie and AltaVista and Yahoo and Excite and Infoseek. There were a ton of these search engines. Dave Young: Don’t forget Ask Jeeves. Stephen Semple: Ask Jeeves? Actually, Ask Jeeves might’ve even been a little bit later, but yeah, Ask Jeeves was one of them once when it was around. Dave Young: There was one that was Dogpile that was… It would search a bunch of search engines. Stephen Semple: Right, yeah. There was all sorts of things. Dave Young: Yeah. Stephen Semple: There was another one called Excite, and they got close to doing a deal with Excite. They got a meeting with them, and they’re looking at a license deal, million dollars for BackRub, and they would go into the summer and they would implement it because they were still students at Stanford. They got so far as running for the executives there a side-by-side test. They demo this test and the results were so good with BackRub. Here’s what execs at Excite said, “Why on earth would we want to use your engine? We want people to stay on our site,” because, again, it would push people off the site because web portals had this mentality of keeping people on the site instead of having them leave. So it was a no deal. They go back to school and no one wants BackRub, so they decide to build it for themselves at Stanford. The original name was going to be Whatbox. Dave Young: Whatbox? I’m glad they didn’t use Whatbox. Stephen Semple: Yeah. They thought it sounded too close to a porn site or something like that. Dave Young: Okay, I’ll give them that. Stephen Semple: Larry’s dorm mate suggested Google, which is the mathematical term of 10 to the 100th power, but it’s spelled G-O-O-G-O-L. Dave Young: Googol, mm-hmm. Stephen Semple: Correct. Now, there’s lots of things here. Did Larry Page misregister? Did he decide purposely? There’s all sorts of different stories there, but the one that seems to be the most popular, at least liked the most, is that he misspelled it when he did the registration to G-O-G-G-L-E. Dave Young: I think that’s probably a good thing because when you hear it said, that’s kind of the first thing you go- Stephen Semple: That’s kind of how you spell it. Dave Young: … how you spell it. I think we’d have figured it out, but- Stephen Semple: We would’ve, but things that are easier are always better, right? Dave Young: Yeah. Stephen Semple: By spring of ’98, they’re doing 10,000 searches a day all out of Stanford University. Dave Young: Wait, 10,000 a day out of one place. Stephen Semple: Are using university resources. Everyone else is just using keywords on a page, which led to keyword stuffing, again, another one of these BS SEO keyword stuffing. Now, at one point, one half of the entire computing power at Stanford University is being used for Google searches. It’s the end of the ’98 academic year, and these guys are still students there. Now, sidebar, to this day, Stanford still owns a chunk of Google. Dave Young: Okay. Stephen Semple: Worked out well for Stanford. Dave Young: Yeah, I guess. Stephen Semple: Yeah. Now, Larry and Sergey need some seed round financing because they’ve got to get it off of Stanford. They’ve got to start building computers. They raise a million dollars. Here’s the interesting thing I had no idea. Guess who one of the first round investors are who ended up owning 25% of the company in the seed round? Dave Young: Stay tuned. We’re going to wrap up this story and tell you how to apply this lesson to your business right after this. [Using Stories To Sell Ad] Dave Young: Let’s pick up our story where we left off and trust me you haven’t missed a thing. Stephen Semple: Guess who one of the first round investors are who ended up owning 25% of the company in the seed round? Jeff Bezos. Dave Young: Oh, no kidding. Stephen Semple: Yeah, yeah. Jeff Bezos was one of the first four investors in Google. Dave Young: Okay. Well, here we are. Stephen Semple: Isn’t that incredible? Dave Young: Yeah. Stephen Semple: Now, AltaVista created a very interesting technology because AltaVista grew out of DEC computers who were building super computers at the time. They were basically one of the pre-leaders in search because what they would do is everybody else crawled the internet in series. They were crawling the internet in parallel, and this was a big technological breakthrough. In other words, they didn’t have to do it one at a time. They could send out a whole ton of crawlers, crawling all sorts of different things, all sorts of different pieces, bringing it back and could reassemble it. Dave Young: Got you. Stephen Semple: AltaVista also had therefore the most number of sites indexed. I remember back in the day, launching websites, like pre-2000, and yeah, you would launch a site and you would have to wait for it to be indexed and it could take weeks- Dave Young: You submit it. Yeah, there were things you could do to submit- Stephen Semple: There was things you could submit. Dave Young: … the search engines. Stephen Semple: Yes, yeah, and you would sit and you would wait and you’d be like, “Oh, it got crawled.” Yeah, it was crazy. We don’t think about that today. [inaudible 00:15:57] websites crawl. Dave Young: You’d make updates to your site and you’d need to resubmit it, so it would get crawled again- Stephen Semple: Oh, yeah. Yeah. Dave Young: … if there was new information. Stephen Semple: People would search your site and it would be different than the site that you would have because the updates hadn’t come through and all those other things. In 1998, Yahoo was the largest player. They were a $20 billion business, and they had a hand-curated guide to the internet, which worked at the time, but the explosive growth killed that. There was a point where Yahoo just couldn’t keep up with it. Then Yahoo went to this hybrid where the top part was hand-curated and then backfilled with search engine results. Now, originally, Google was very against the whole idea of banner ads, and this was the way everyone else was making money, because what they knew is people didn’t like banner ads, but you’re tracking eyeballs, you’re growing, you need more infrastructure, because basically their way of doing is they’re copying the entire internet and putting it on their servers and you need more money. Now, one of the other technological breakthroughs is Google figured out how to do this on a whole pile of cheap computers that they just stacked on top of each other, but you still needed money. At this moment, had no model for making money. They were getting all these eyeballs, they were faster because they built data centers around the world because they also figured out that, by decentralizing it, it was faster. They had lots of constraints. What they needed to do at this point was create a business model. What does one do when one needs to create a business model? Well, it’s early 1999, they’re running out of money. They hire Salar Kamangar, who’s a Stanford student, and they give him the job of writing a business plan. “Here, intern, you’re writing the business plan for how we’re going to make money. Go put together a pitch deck.” Dave Young: I wonder if they’re still using the plan. Stephen Semple: What they found at that point was there was basically three ways to make the money. Way number 1 was sell Google Search technology to enterprises. In other words, companies can use this to search their own documents and intranets. Dave Young: I remember that, yeah. Stephen Semple: Yeah. Number 2, sell ads, banner ads, and number 3, license search results to other search engines. Dave Young: Okay. Stephen Semple: Based upon this plan, spring of ’99, they do a Series A fundraise. They raised more money, and they also meet Omid [inaudible 00:18:22] who’s from Netscape, and he’s kind of done with Netscape because Netscape had been just bought by AOL, and they recruit him as a chief revenue officer. Omid tries to sell the enterprise model, kind of fails, so things are not looking good on the revenue front. It’s year 2000, and the technology bubble is starting to burst. The customer base is still growing because people love it, love Google, but they’re running out of money again. They decide to do banner ads, because they just have got no money. Here’s the interesting thing is, in this day, 2000, I want you to think about this, you have to set up a sales force to go out and sell banner ads to agencies, people picking up the phone and walking into offices, reaching out to ad agencies. Dave Young: Yeah, didn’t have a platform for buying and selling… And banner ads, gosh, they were never… Google ads, in the most recent memory, are always context-related, right? Stephen Semple: Yes. Dave Young: But if you’re just selling banner ads to an agency, you might be looking for dog food and you’re going to see car ads and you’re going to see ads for high-tech servers and all kinds of things that don’t have anything to do with what you’re looking for. Stephen Semple: That’s how the early banner ads work. Hold that thought. You’re always one step ahead of me, Dave. Dave Young: Oh, sorry. Stephen Semple: Hold that thought. No, this is awesome. Dave Young: I’m holding it. Stephen Semple: What I want to stress is, when we talk about how the world has changed, in 2000, Google decides to do banner ads and how they have to do it is a sales force going out, reaching out to agencies, and agencies faxed in the banner ads. Dave Young: Okay. Yeah, sure. It would take too long for them- Stephen Semple: I’m not making this up. This is how much the world has changed in 25 years. Dave Young: “Fax me the banner.” Stephen Semple: Salespeople going out to sell ads to agencies for banners on Google where the insertions were sent back by fax. Dave Young: For the people under 20 listening to us, a fax machine- Stephen Semple: Who don’t even know what the hell a fax machine is, yeah. Dave Young: A fax machine, yeah, well, we won’t go there. Stephen Semple: Yeah. Now, here’s what they do. They also say to the advertisers at this point, “Google will only accept text for banner ads for speed.” Again, they start with the model of CPM, cost per a thousand views, which is basically how all the agencies were doing it, but they did do a twist on it. They sold around this idea of intent that the ads were showing keyword-based and they were the first to do that. What they did is they did a test to prove this. This was really cool. They set themselves up as an Amazon affiliate and dynamically generated a link on a book search and served up an ad, an affiliate ad, and they’re able to show they were able to sell a whole pile of books. The test proved the idea worked. And then what they did is they went out and they white-labeled this for others. For example, Yahoo did it, and it would show on the bottom of Yahoo, “Powered by Google.” But here’s the thing, as soon as you start saying, “Powered by Google,” what are you doing? You’re creating share of voice. Share of voice, right? Dave Young: Well, yeah, why don’t I just go to Google? Stephen Semple: Why don’t I just go to Google? Look, we had saw this a few years earlier when Hotmail was launched by Microsoft where you would get this email and go, “Powered by Hotmail,” and you’d be like, “What’s this Hotmail thing?” Suddenly, everybody was getting Hotmail accounts, right? Dave Young: Yeah. Stephen Semple: No one has a Hotmail account, no longer they have Gmail accounts, they hardly have Gmail accounts anymore. Dave Young: No, I could tell you that we’ve got a lot of people at Wizard Academy that email us off with a Hotmail. Stephen Semple: Still have Hotmail accounts? Dave Young: Sure. Stephen Semple: Oh, wow. So it’s still around? Okay. Dave Young: And then some Yahoos, yeah. Stephen Semple: Wow, that’s amazing. That’s amazing. Well, still- Dave Young: Yahoo, the email, not the customer. They’re not a Yahoo, but they have an account there. Stephen Semple: In October 2000, they launch AdWords with a test of 350 advertisers. And then, in 2002, they launched pay-per-click Advertising. And then 2004, they go public. Now, here’s one of the other things I want to talk about in terms of share of voice. They had a couple things going on with share of voice. They had that, “powered by Google,” which created share of voice because… We often think of share of voice as being just advertising in terms of how much are people knowing about us. I remember knowing nothing about Google and then learning about Google when Google went public because Google dragged out going public. They talked about it for a long time, but it meant it was financial press, it was front page news. It got a lot of PR and a lot of press around the time that they went public. That going public for them also created massive share of voice because there was suddenly a whole community that were not technologically savvy that we’re now suddenly aware of, “Oh, there’s this Google thing.” Dave Young: And they’re in the news, yeah. So I’ve got an idea for us, Steve. Stephen Semple: Yep, okay. Dave Young: All right. Stephen Semple: Let’s hear it. Dave Young: Let’s pick up part 2 of Google at the point they go public. Stephen Semple: All right, let’s do that. That’ll be an episode we’ll do in the future, yeah. Dave Young: We don’t do very many two-parters, but we’re already kind of a lengthy Empire Builder Podcast here. Stephen Semple: Oh, yeah. I was just taking it to this point, but I think that would be very interesting- Dave Young: Oh, okay. Stephen Semple: … because look, Google is a massive force in the world today- Dave Young: Unbelievable, yeah. Stephen Semple: … and I think it would be interesting to do the next part because there’s all sorts of things that they did to continue this path of attracting eyeballs. Dave Young: We haven’t even touched on Gmail yet. No, we have not. We have not. Stephen Semple: Because that happened after they went public. Correct. Let’s do that. Dave Young: Okay. Stephen Semple: Here’s the lesson that I think that I want people to understand is share of voice comes from other things, but we’re going to explore that even more in this part 2. I like the idea of doing this part 2. They really looked at this problem from a completely different set of eyeballs, and this is where I commend Google, from the standpoint of there’s all this stuff in the internet and what we really want to know is who is the authority. They looked at the academic world for how does it establish authority, and how authority is established is how much is your work cited by others, how much are other… So, now, Google has of course expanded that to direct search and there’s all these other things, but they’ve always looked at it from the standpoint of, “Who in this space has the most authority? Who is really and truly the expert on this topic? We’re going to try to figure that out and serve that up.” Dave Young: Yeah. Stephen Semple: That’s core to what their objective has been. Dave Young: We could talk about Google for four or five episodes probably. Stephen Semple: We may, but we know we’re going to do one more. Dave Young: All right. Stephen Semple: Awesome. Dave Young: Well, thanks for bringing it up. We did mention their name. Actually, if we just put this out there, “Hey, Google, why don’t you send us all the talking points we need for part 2?” There, I put it out there. Let me know how that works. Stephen Semple: My email’s about to get just slammed. All right. Thanks, David. Dave Young: You won’t know it’s from them though. You won’t know. You won’t know. Isn’t that good? Stephen Semple: That’s true. That’s true. Dave Young: Thank you, Stephen. Stephen Semple: All right. Thanks, David. Dave Young: Thanks for listening to the podcast. Please share us, subscribe on your favorite podcast app, and leave us a big, fat, juicy five-star rating and review at Apple Podcasts. And if you’d like to schedule your own 90-minute Empire Building session, you can do it at empirebuildingprogram.com.

Episode Description - Join host Marv for an in-depth conversation with Sam Sethi, entrepreneur, former tech journalist, and co-creator of True Fans. Discover the evolution of podcasting technology, the future of RSS feeds, and how blockchain-based micropayments could revolutionize creator monetization. Sam shares insights from his 30+ year journey through tech giants like Microsoft, Netscape, and BBC, and explains why podcasting 2.0 might be the industry's biggest shift since iTunes.  Key Topics Covered - Podcasting 2.0 & The New Namespace Sam explains the revolutionary metadata tags transforming podcast discovery and functionality, from person tags and chapters to location-based podcast mapping. Learn how open-source collaboration is challenging Big Tech's dominance.  The Future of Podcast Monetization Discover programmable money and value-for-value models that could replace traditional advertising. Sam reveals how listeners can earn micropayments for their attention while giving creators direct revenue streams. Streaming vs. Downloads: The Coming Shift Why the podcast industry's obsession with download numbers is outdated, and how first-party listen time data will revolutionize advertising effectiveness and creator insights.  AI in Podcasting: Hype vs. Reality Sam's take on "assisted intelligence" - where AI transcripts and automated chapters add value, and where synthetic voices fall short of authentic creator-listener relationships.  Timestamps - [00:00] Introduction and Sam's tech journalism background [02:00] From army officer to Microsoft: Sam's unconventional career path [04:00] The early days of blogging and TechCrunch Europe [05:00] COVID pivot: Building a radio station and discovering podcasting [06:00] Launching Pod News Weekly Review with James Cridland [07:00] Getting involved with Podcasting 2.0 and building True Fans [08:00] Apple finally adopts transcripts and chapters - validation for the namespace [10:00] Location tags and the future of podcast discovery [12:00] Why Sam loves technology over advertising metrics [14:00] The Spotify-Netflix deal and protecting niche podcasting [15:00] Advertising as "Emperor's new clothes" - the measurement problem [17:00] Revolutionary concept: Paying listeners to watch ads with programmable money [20:00] Value-for-value and streaming micropayments explained [22:00] Co-listening feature and building podcast communities [26:00] The Pod News Weekly dynamic: British humor and rapport [28:00] Moving from downloads to streaming: The next five years [30:00] Why listen time percentage matters more than raw numbers [33:00] The death of the download model and rise of streaming data [36:00] BBC Sounds international availability debate [40:00] The Panorama editing scandal and BBC's reputation [42:00] What makes a great podcast: Content, chemistry, and audio quality [45:00] Parasocial relationships and podcast magic [46:00] Claire Waite Brown's "Podcasting 2.0 in Practice" - essential listening [47:00] Concerns about declining podcasting 2.0 content creators [51:00] Sam's podcast listening habits: Politics, sports, and intelligent conversation [53:00] AI as "assisted intelligence" not artificial intelligence [54:00] AI voices vs. authentic creator relationships [56:00] Different AI podcast models: Editorial control vs. content farms [58:00] How to connect with Sam and True Fans  Key Quotes - "I think micropayments and wallets might take a little longer, but I can see in 2026  that catching on as well... the merit of what the technology provides and why people want it stands out very well."  "The joy and the promise of podcasting is about the long tail, about the niche of  podcasting... somebody who's got a niche podcast about fishing or knitting or  whatever, can still have an audience."  "I think advertising is the Emperor's new clothes. I think it's a scam... Who heard my ad? Oh, we can't tell you. How long did they listen to my ad? I don't know."  "The download isn't irrelevant, but actual listen time is a real metric. And so I think  in 2026, 2027, you'll see more and more people tell you what their listen time is not their download numbers."  Resources Mentioned - People & Podcasts  ● James Cridland - Pod News Weekly Review co-host  ● Adam Curry - Podcasting pioneer, Podcasting 2.0 namespace creator  ● Dave Jones - Podcasting 2.0 co-creator  ● Claire Waite - "Podcasting 2.0 in Practice" podcast  ● Elsie Escobar - Former host of The Feed  ● Kara Swisher - Pivot podcast  ● Emily Maitlis - The News Agents, The Rest is Politics Platforms & Tools  ● True Fans - Sam's podcasting app and hosting platform  ● Fountain - Podcasting 2.0 app  ● Pod Verse - Podcasting 2.0 app  ● Buzzsprout - Podcast hosting with AI features  ● Zencaster - Recording platform  ● 11 Labs - AI voice generation  ● Wonder Craft - AI audio production Companies & Technologies  ● Podcasting 2.0 namespace  ● Value-for-value model  ● Booster Gram Ball  ● Lightning Network micropayments  ● BBC Sounds   Articles & Concepts - ● Kevin Kelly's "1,000 True Fans" essay  ● Micro formats and micro data  ● Premium RSS feeds  ● Value time splits (wallet switching)  ● Timed links in transcripts   Connect with Sam Sethi - ● Email: sam@truefans.fm  ● LinkedIn: Sam Sethi  ● Listen: Pod News Weekly Review  ● Listen: Creators from True Fans  ● Platform: truefans.fm  ● Mastodon: Active  SEO Keywords -  podcasting 2.0, podcast monetization, RSS feeds, micropayments, value for value podcasting, podcast analytics, listen time metrics, streaming podcasts, podcast advertising, AI in podcasting, podcast transcripts, podcast chapters, True Fans app, podcasting namespace, blockchain podcasting, creator economy, independent podcasters, podcast technology, podcast discovery, niche podcasting  About the Guest - Sam Sethi is a tech entrepreneur and former journalist with over 30 years of industry experience. He's worked with Microsoft, Netscape, BBC, and TechCrunch, and currently serves as co-creator of True Fans and co-host of Pod News Weekly Review. Sam is deeply involved in the Podcasting 2.0 movement, developing innovative solutions for podcast monetization and listener engagement through blockchain-based micropayments and enhanced RSS metadata.  For more episodes of Pods Like Us, visit themarzone.org or find us on your favorite podcast platform. Support the show on Patreon.

professorjrod@gmail.comExplore the pivotal moment in technology education as we trace the origins of the internet browser from Mosaic's innovation at NCSA to Netscape Navigator's rise as the gateway to the web. This episode dives deep into internet history, highlighting the major players like Jim Clark and Marc Andreessen who shaped the early web experience. We also analyze the browser wars triggered by Microsoft's Internet Explorer, illustrating challenges in technology development and competition. Whether you're preparing for your CompTIA exam or passionate about tech exam prep, understanding this history enriches your IT skills development and offers valuable context for technology education.I walk through the tactics that made Navigator beloved—progressive rendering, rapid updates, and the birth of JavaScript—and the strategic choices that slowed it down, like the all-in-one Communicator suite. We unpack the bundling play that tilted distribution, the developer headaches of competing nonstandard features, and the DOJ antitrust case that redefined how we think about platform power. The twists don't end there: AOL buys Netscape, adoption fades, and then a bold move changes the web again—open sourcing the code to create Mozilla.From Gecko to Phoenix to Firefox, we trace how community-driven software brought speed, security, and standards back to center stage. That lineage lives in every tab you open today, from Firefox to Chrome to Safari, and in the modern idea of the browser as a platform for apps, SaaS, and daily life. Along the way, I share classroom plans, student podcast previews, and a practical way educators can keep learners engaged over winter break.If you love origin stories, tech strategy, or just remember the thrill of that big N on a beige PC, this one's for you. Listen, subscribe, and share your first browser memory with us—was it Navigator, IE, or something else? And if this journey brought back the dial-up feels, leave a review and pass it on.Support the showArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod

You're listening to American Ground Radio with Stephen Parr and Louis R. Avallone. This is the full show for December 17, 2025. 0:30 Breaking news out of Washington: FBI Deputy Director Dan Bongino is set to leave the Bureau early next year — and while this isn’t a scandal, it is a moment worth watching. Bongino’s short tenure at the FBI raises real questions about leadership, culture, and whether outspoken media figures can thrive inside a process-heavy federal agency. We dive into why Bongino may be better suited for influence behind a microphone than inside the bureaucracy, what his exit signals for FBI Director Kash Patel and Attorney General Pam Bondi, and how recent FBI wins and missteps factor into the bigger picture. 9:00 Plus, we cover the Top 3 Things You Need to Know. President Trump has ordered a Naval blockade of Venezuela. Four Republican broke from their party to force a house vote on extending Democrat designed subsidies for the Democrat designed Affordable Care Act. Republican Congressman Dan Newhouse is not seeking reelection to Congress next year. 11:30 Get Prodovite Plus from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 12:00 A new YouGov poll exposes a sharp political divide on immigration — and the numbers are hard to ignore. Only 17 percent of Democrats say legal immigration should be reduced, compared to 66 percent of Republicans who want it cut back or ended altogether. We dig into what those numbers really mean, the difference between legal and illegal immigration, and why border enforcement has become a breaking point even for many Democrats after the Biden administration’s failures. 15:00 American Mamas Teri Netterville and Kimberly Burleson take on the controversy surrounding Trump Chief of Staff Susie Wiles and her decision to sit down with Vanity Fair — and why many conservatives see it as a major miscalculation. We break down how a year-long interview turned into headline-grabbing quotes about Trump, JD Vance, and the White House inner circle, how off-the-record trust was allegedly weaponized, and why legacy media outlets are viewed as hostile territory for Republicans. The Mamas also unpack media bias, selective framing, and the broader lesson about walking into the “lion’s den” of left-leaning press — even when you think you’re being careful. If you'd like to ask our American Mamas a question, go to our website, AmericanGroundRadio.com/mamas and click on the Ask the Mamas button. 22:00 We dive into reports of new plaques placed beneath presidential portraits in the White House — and the controversy they’ve sparked. Do these bronze plaques represent historical record or political trolling? And where the line is between blunt truth-telling and misuse of taxpayer dollars? We discuss President Trump’s unapologetic style, the difference between opinion and history, and whether America’s obsession with politeness has replaced honest evaluation of past presidents. 25:30 We Dig Deep into the nation’s largest teachers union after reports that the NEA is promoting so-called “neo-pronouns” and “zeo-pronouns” in teacher training sessions. This isn’t education reform — it’s ideological activism replacing basic grammar, clarity, and classroom priorities. We question why unions are focusing on made-up language and identity politics instead of improving student outcomes, and warning that redefining words isn’t about communication but control. 31:00 Get TrimROX from Victory Nutrition International for 20% off. Go to vni.life/agr and use the promo code AGR20. 31:30 We break down President Trump's prime-time address, and it's a deliberate moment of leadership where he plans to highlight his administration’s accomplishments and preview what he calls America’s “golden age.” Speaking directly to the nation on major networks still matters, even in an era dominated by social media. 34:00 And we have a Bright Spot from Florida, where the state can now enforce a ban on sexually explicit drag performances in front of minors. It's a long-overdue correction, and should never have been treated as protected speech when children were involved. We break down court battle that led to the decision, the narrow exception that still exists, and the broader cultural fight over bringing adult performance art into kids’ spaces like libraries and classrooms. This isn’t about censoring adults, it's about drawing a clear line between free speech and exposing children to sexualized content — a line that should have never been blurred in the first place. 38:30 In Texas, Republican Senate candidate Wesley Hunt is pushing a proposal to block education benefits for illegal immigrants — a move that's long overdue. With millions of illegal immigrants already in the country, full deportation isn’t realistic. Self-deportation was always part of the strategy. By cutting off benefits like public education, families will choose to leave on their own. It's a tough, controversial approach — but one that finally confronts why illegal immigration persists in the first place. 40:30 And we finish off today’s show with a little tech history that quietly reshaped the modern world. On this day in 1994, Netscape Navigator 1.0 hit the market and opened the door for everyday people to actually use the internet. Long before Chrome, Safari, or Firefox, Netscape was how the web worked — the browser that made surfing possible and set the standard for everything that followed. Follow us: americangroundradio.com Facebook: facebook.com / AmericanGroundRadio Instagram: instagram.com/americangroundradioSee omnystudio.com/listener for privacy information.

À première vue, on se demande ce qui pourrait bien freiner OpenAI. L'entreprise à l'origine de ChatGPT enchaîne les partenariats prestigieux avec les géants de la tech et séduit désormais bien au-delà de la Silicon Valley. Dernier exemple en date : Disney, qui vient de signer un accord stratégique avec OpenAI. Un partenariat qui permettra à l'outil vidéo Sora d'utiliser des personnages iconiques de la marque, de Mickey Mouse à tout l'univers Disney. Dans la foulée, le groupe américain s'est engagé à investir un milliard de dollars dans le capital d'OpenAI.Une somme impressionnante… mais qui paraît presque dérisoire au regard des finances de l'entreprise dirigée par Sam Altman. Car OpenAI dépense énormément, et même de plus en plus vite. La course à l'intelligence artificielle est devenue un champ de bataille industriel où chaque avancée technologique se paie au prix fort, en puissance de calcul, en infrastructures et en talents. Selon plusieurs estimations relayées par le média Mashable, ce milliard de dollars fraîchement injecté ne suffirait à couvrir que trois à quatre semaines des pertes actuelles d'OpenAI. Une donnée vertigineuse, qui prend encore plus de relief lorsqu'on la compare aux engagements globaux de l'entreprise : cette somme représenterait à peine un millième des dépenses prévues à moyen terme.Autrement dit, OpenAI brûle du cash à un rythme rarement vu dans l'histoire récente de la tech. Au point que certains analystes commencent à évoquer, à voix basse, un scénario longtemps jugé impensable : celui d'une fragilité financière, voire d'une faillite à long terme si le modèle économique ne se stabilise pas. Cette inquiétude intervient dans un contexte moins favorable qu'il n'y paraît. Ces derniers mois, un décrochage technologique a été observé entre ChatGPT et son principal concurrent, Gemini, développé par Google. Avec Gemini 3, le géant californien a repris une position de leader, laissant planer le doute sur la capacité d'OpenAI à conserver son avance initiale. L'histoire de la tech est riche de précédents. Être pionnier ne garantit pas le succès durable. Les plus anciens se souviennent de Netscape, premier navigateur web grand public, rapidement marginalisé par Internet Explorer à la fin des années 1990. Un rappel brutal que, dans ce secteur, l'innovation coûte cher… et que la domination n'est jamais acquise. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

professorjrod@gmail.comIn this episode of Technology Tap: CompTIA Study Guide, we explore the fascinating evolution of technology from the launch of Sputnik in 1957 to the ubiquitous smartphones of today. Discover how early innovations like ARPANET laid the groundwork for the internet, shaping the landscape of technology education and IT skills development. Whether you're part of a study group preparing for your CompTIA exam or seeking expert IT certification tips, this episode provides valuable insights into the origins of the digital world and how it influences modern tech exam prep. Join us as we connect the dots between history and today's technology challenges to help you succeed in your IT certification journey.We start with Licklider's prophetic vision and the leap from circuit switching to packet switching that made failure-tolerant networks possible. Email gives the net its first social heartbeat. TCP/IP stitches islands into one internet. Tim Berners-Lee's simple stack—HTML, HTTP, URLs—opens the door for everyone. The home dial-up era arrives, and the browser becomes the interface of daily curiosity. Mosaic and Netscape ignite innovation; Microsoft's bundling forces a reckoning; Mozilla and later Chrome reshape standards and speed for the modern era.The dot‑com bubble teaches hard lessons, but Google's PageRank reframes the problem: organize the world's information with relevance, not clutter. Broadband and Wi‑Fi make the net always on, enabling streaming, online gaming, and richer apps. Napster breaks open music, litigation clamps down, and then paid streaming wins on convenience. Social networks shift the center of gravity from pages to people; YouTube turns everyone into a publisher and archivist. E‑commerce perfects logistics, and smartphones put it all in your hand. The cloud becomes the engine behind Netflix, Uber, TikTok, and the systems that silently scale our daily tools.We confront the dark side, too: ransomware, botnets, data breaches, and insecure IoT devices that expand the attack surface. Algorithms now shape what we see and believe, while fiber backbones and 5G push speed and density to new highs. AI becomes the thinking layer of the internet, interpreting, recommending, and generating content at scale. A rising push for decentralization—blockchains, IPFS, self-sovereign identity—seeks to return control to users and reduce dependence on gatekeepers. Where does it all go from here? From ambient computing to satellite constellations and new interfaces, the net may soon fade into the background—omnipresent and invisible.If you enjoyed this deep dive, follow the show, share it with a friend who loves tech history, and leave a quick review so more curious listeners can find us. Your support helps us keep exploring the stories that built our digital world.Support the showArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod

Dagens ämnen: 0:00 Intro 5:08 Eutelsat 13:51 SpaceX 16:05 WeSport 18:01 QCLS 21:23 Warner Bros. 26:32 AI 28:26 Krypto 35:44 Fed och index 38:46 Positioner 40:30 Intervju med @DanielAAren och @Mark_M_Holmgren från @savr! 1:03:00 Veckans Fill or Kill www.instagram.com/fillorkillpodden   Tack RoboMarkets! http://gorobo.pro/2aue    @RoboMarketsSE    Tack Virtune! www.virtune.com  

¿Qué tienen en común todos los multimillonarios que fundaron empresas tecnológicas como PayPal, Google, Facebook, eBay, Napster y Netscape? Todos ellos están buscando la fuente de la juventud, con la esperanza de extender la vida humana a 150 años o más… To support this ministry financially, visit: https://www.oneplace.com/donate/1235/29?v=20251111

Ruslan Belkin (Head of Platform Engineering @ Inflection AI) joins us to deconstruct fundamental shifts in engineering leadership. We explore the future of user interfaces, his “sci-fi” approach to establish & test product vision, & how to leverage “investor decks” for better decision-making and project validation. Ruslan also dives into the complexities of building emotional intelligence into AI systems, cultivating an outcome-oriented engineering culture & avoiding process traps. Plus, we discuss how to keep up with the velocity of change (including when new research necessitates a major pivot), synthetic data & the future of data as a defensibility strategy, & why agent reliability is the massive opportunity ahead. ABOUT RUSLAN BELKINRuslan Belkin joined Inflection after co-founding Jelled.ai—acquired by Inflection in 2024—and previously served as CTO of Nauto. Earlier in his career, Ruslan held senior engineering roles at Twitter, LinkedIn, Netscape, and other pioneering Silicon-Valley companies, bringing more than two decades of experience at the intersection of data platforms and machine learning. SHOW NOTES:How leading engineering teams is evolving: Moving from code as the source of truth to specs/documentation as the source of truth (2:44)Why an eng org's good hygiene / health will create better output (5:12)A framework for product vision: Envisioning the future "viscerally" like a sci-fi novel, stress-testing assumptions, and focusing smart people on the problem (9:04)Hiring in the modern era: Why software engineering is becoming "tooling and data engineering" and the importance of hiring for openness to new research (18:20)Gen Z vs. Millennial engineers: Ruslan's observation that Gen Z is more outcome-oriented and has a lower tolerance for "corporate euphemisms." (22:24)Ruslan's favorite frameworks for effective decision making: Using an "investment deck" to validate projects, avoid disbelief and lack of focus. (25:19)Keeping up with the velocity of change: How to curate research inputs and determine when a new paper (like DeepSeek) requires a strategic pivot. (32:57)The new burden of leadership: Why the velocity of AI requires leaders to be "right more often" and how to use models to increase research rigor. (36:27)The "Data Wall" and Synthetic Data: Why we have hit the wall for text data and how synthetic data generation loops will drive the next wave of defensibility. (41:35)The "March of 9s": Analyzing the trajectory of the AI market and why increasing agent reliability is the massive opportunity ahead. (46:25)Rapid fire questions (48:18) LINKS AND RESOURCESRuslan's Talk at ELC Annual 2025The War of Art - Steven Pressfield's guide to inspire and support those who struggle to express their creativity. Pressfield believes that “resistance” is the greatest enemy, and he offers many unique and helpful ways to overcome it.A Brief History of Intelligence: Evolution, AI, and the Five Breakthroughs That Made Our Brains - Artificial intelligence entrepreneur Max Bennett chronicles the five “breakthroughs” in the evolution of human intelligence and reveals what brains of the past can tell us about the AI of tomorrow. This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Marketing Meeting is back! In her return to the podcast after a brief layoff, Itir is joined by Marty Neumeyer, to discuss the core principles of branding. Marty is the branding expert who famously said, "Your brand isn't what you say it is. It's what they say it is." Marty and Itir dissect common misconceptions about branding, emphasizing that a brand is fundamentally the customer's perception, rather than a logo or product. Marty explains how to start branding with a targeted niche audience and the importance of aligning a company's purpose beyond mere profit. They also cover the distinction between branding and marketing, noting how branding is a long-term strategy while marketing tends to be short-term and tactical. Marty shares insights on how companies can stay original in the AI era. Last but not least, they discuss Marty's exciting new novel, Octavo, and the intriguing design and formatting choices he made to set the book apart from the pack. Marty started as a graphic designer and copywriter in the 1970s. In 1984, when the Macintosh launched, he moved to Silicon Valley to help companies like Apple, Netscape, HP, Adobe, and Google build their brands. In 1996 he started Critique, the first magazine about design thinking. He then launched Neutron, a design think tank focused on brand-building processes that drive organizational change. He later merged Neutron with Liquid Agency. As Director of CEO Branding at Liquid, he consults with leaders and executives of some of the world's most exciting companies, while writing and speaking on the topics of business strategy, design, and innovation. He takes his coffee at home in Mexico. Watch the full episode on YouTube: https://youtu.be/iloWbgN8_VE Learn more about Marty's newest book, Octavo: https://www.amazon.com/Octavo-Novel-Marty-Neumeier-ebook/dp/B0DRLNPGZJ Connect with Marty Neumeier on LinkedIn: https://www.linkedin.com/in/kevinindig If you have any questions about brands and marketing, connect with the host of this channel, Itir Eraslan, on LinkedIn: https://www.linkedin.com/in/itireraslan/

The Dot-Com Bubble looked like a disaster—but this video shows how the 1990s Internet boom and the 2000 crash (Netscape, Pets.com, Amazon) built today's web through massive fiber-optic overbuild and hard-won lessons. Invest in yourself today: https://www.alux.app We put together a FREE Reading List of the 100 Books that helped us get rich: https://www.alux.com/100books

From Netscape to VMware, Raghu Raghuram has been at the center of nearly every major inflection point in enterprise technology.In this episode, Raghu joins Ben Horowitz, Martin Casado and David George to reflect on the early internet wars with Microsoft, how Netscape's browser battles shaped a generation of founders, and the inside story of one of the most successful tech acquisitions in history, VMware's $1.3B purchase of Nicira, which redefined modern networking and grew into a multi-billion-dollar business.They discuss how VMware scaled from tens of millions to over $13 billion in revenue, what it took to outlast the cloud revolution, and why AI is now triggering the biggest infrastructure reset since virtualization. Raghu shares his vision for the next decade — from data-center robotics and energy-aware compute to how AI is reshaping both startups and giants alike. Resources:Follow Raghu on X: https://x.com/RaghuRaghuramFollow Ben on X: https://x.com/bhorowitzFollow Martin on X: https://x.com/martin_casadoFollow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Belgian surrealist René Magritte was a smart artist, but could the 20th century futurist really have predicted the end of the Worldwide Web age? Not exactly, of course. But according to That Was The Week publisher, Keith Teare, Magritte's 1929 painting, “The Treachery of Images” (featuring the image of a pipe with the immortal words “Ceci n'est pas une pipe”), is a helpful way of thinking about OpenAI's introduction this week of their new Atlas “browser”. It's not really a browser in the conventional way that we think about web browsers like Chrome, Firefox or Internet Explorer. And yet AI products like Atlas are about to once again revolutionize how we use the internet. They might even represent the end of the web age with its link architecture and advertising economics. So do we have words for what comes next? The not-a-browser age, perhaps. L'ère sans navigateur, to be exact. * The Browser Is Becoming an Agent, Not a Link Map - For thirty years, browsers like Netscape, Internet Explorer, and Chrome were rendering engines for HTML that displayed blue links to web pages. AI products like ChatGPT's Atlas and Google's AI mode in Chrome are transforming browsers into conversational agents that answer questions, summarize content, and even execute tasks like booking flights—pushing the traditional web “down a level” in the user interface hierarchy.* The Web's Trillion-Dollar Advertising Model Must “Reprice Fast” - The web's business model has been largely advertising-based, built on users clicking links that generate revenue. As AI interfaces replace link-based browsing, this nearly trillion-dollar annual revenue stream faces an existential threat. Publishers like Keith Teare and platforms like Google must figure out how to transition their economics to an AI-driven world where links aren't surfaced by default.* Google Deserves Its Stock Price for “Being Brave in Undermining Its Own Business Model” - While AI threatens to upend Google's AdWords cash cow, the company's stock has surged roughly 50% over the past year. Keith argues Google has earned this bullishness by aggressively investing in AI infrastructure (like Anthropic's $10 billion commitment to Google's TPUs) and integrating AI features into Chrome—even though these moves could cannibalize its core search advertising business.* The “Victim Here Is the Publisher, Not the User” - Keith acknowledges that while the shift to AI agents feels like “an absolute change of paradigm,” it's genuinely better for users who get more intuitive, conversational interfaces. Publishers and content creators are the ones facing disruption, as AI may eliminate their distribution channels without yet providing alternatives for reaching audiences or monetizing content. The challenge is that “most of the narrative that doesn't like it is publisher-centric.”* Tim Wu and Antitrust Regulators Are “Fighting Yesterday's War” - Columbia law professor Tim Wu's new book The Age of Extraction focuses on the monopolistic dangers of Google, Amazon, and Facebook—but Keith argues this framing is already obsolete. The real competitive battlefield is AI, where Google is a “laggard” behind OpenAI and Anthropic. The underlying internet architecture (TCP/IP) remains neutral enough to allow challengers to emerge, making heavy-handed government intervention both unnecessary and potentially innovation-killing, as seen in the over-regulated EU.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

วันนี้จะมาชวนคุยเรื่องราวของบริษัทที่เคยเป็น “ราชา” บนโลกอินเทอร์เน็ตยุคบุกเบิก บริษัทที่ชื่อว่า Netscape ซึ่งหลายท่านอาจจะไม่คุ้นชื่อนี้เท่าไหร่ในปัจจุบัน แต่เชื่อไหมครับว่า ถ้าไม่มีบริษัทนี้ โลกอินเทอร์เน็ตที่เราใช้กันอยู่ทุกวันนี้อาจจะไม่ได้เป็นแบบที่เราเห็น ลองนึกภาพเบราว์เซอร์ที่เราใช้กันอยู่ทุกวันนี้อย่าง Google Chrome, Mozilla Firefox, Safari หรือ Microsoft Edge คงไม่มีใครไม่รู้จักใช่ไหมครับ โดยเฉพาะ Chrome ที่ครองตลาดส่วนใหญ่บนคอมพิวเตอร์และแล็ปท็อป แต่ย้อนกลับไปในช่วงเริ่มต้นของ World Wide Web ในยุค 90 มีชื่อหนึ่งที่โดดเด่นเป็นสง่า นั่นคือ Netscape Navigator แม้ว่ามันจะไม่ใช่เว็บเบราว์เซอร์ตัวแรกของโลก แต่ไม่นานหลังจากเปิดตัว มันก็กลายเป็นที่นิยมมากที่สุด และแทบทุกระบบปฏิบัติการสำหรับผู้ใช้งานทั่วไปก็มี Netscape ให้ใช้ ถ้าคุณเคยท่องอินเทอร์เน็ตช่วงกลางยุค 90s เป็นไปได้สูงมากว่าโปรแกรมนี้ คือประตูบานแรกที่คุณได้รู้จักกับ World Wide Web Netscape เติบโตอย่างรวดเร็ว มีสำนักงานใน 14 ประเทศ รายได้ต่อไตรมาสสูงถึง 120 ล้านดอลลาร์สหรัฐ ดูเหมือนไม่มีอะไรจะมาหยุดยั้งพลังขับเคลื่อนของ Netscape ในตลาดเว็บเบราว์เซอร์ได้เลย แต่ชีวิตก็เหมือนกับการลงทุน มีขึ้นก็ต้องมีลงครับ ไม่นานหลังเข้าสู่สหัสวรรษใหม่ ส่วนแบ่งการตลาดของ Netscape ก็ร่วงลงอย่างหนัก ด้วยการผงาดขึ้นมาของ Internet Explorer จาก Microsoft Netscape สูญเสียอิทธิพลที่เคยมีไปเกือบหมด และภายในปี 2003 บริษัทแม่ก็ต้องเลิกจ้างพนักงานส่วนใหญ่ และยุบเลิกบริษัทที่เราเคยรู้จัก วันนี้เราจะมาย้อนรอยดูกันว่าเกิดอะไรขึ้นกับ Netscape เราจะเดินทางกลับไปในยุค 1990 เพื่อทำความเข้าใจ “สงครามเบราว์เซอร์” และเรียนรู้เรื่องราวของการรุ่งโรจน์และการล่มสลายของ Netscape เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Netscape #NetscapeNavigator #สงครามเบราว์เซอร์ #BrowserWars #Microsoft #InternetExplorer #ประวัติศาสตร์อินเทอร์เน็ต #TechHistory #ยุค90 #Mozilla #Firefox #Mosaic #JavaScript #AOL #BillGates #ซิลิคอนแวลลีย์ #เรื่องเล่าธุรกิจ #นวัตกรรม #เทคโนโลยี #geekstory #geekforeverpodcast

Performance pressure and role fatigue often make leaders shrink back. If you fear being “too much,” this episode shows how recalibration restores peace — so your full presence becomes a gift, not a burden.Have you ever held back an idea in a meeting, softened your words so they wouldn't sound “too passionate,” or dimmed your presence because you didn't want to overwhelm others? For many high-capacity humans, the fear of being “too much” quietly shapes their leadership and their life.In this episode of The Recalibration, Julie Holly unpacks why leaders shrink themselves — and how to break free. Through personal reflection on a lifetime of feeling self-conscious about her energy, and the cultural story of Marc Andreessen, who was criticized as brash and “too much” in the early internet era yet went on to shape Netscape and Andreessen Horowitz, Julie reframes what “too much” really means.From an Identity-Level Recalibration (ILR) lens, this fear usually comes from outdated roles: the Pleaser, who thinks it's safer to stay small than risk disapproval; the Peacekeeper, who confuses harmony with suppression; and the Perfectionist, who edits presence until it feels unthreatening. Neuroscience names this pattern social safety bias — the brain exaggerates the risk of rejection, so shrinking feels like safety. But what feels safe in the moment becomes suffocating over time.Here's the truth: You are not too much. You are exactly the right size for your assignment. ILR restores this identity, retraining your nervous system to hold presence without apology. Without recalibration, presence feels like performance. With recalibration, presence feels like peace.This episode is for every leader who feels role fatigue, decision fatigue, or the emptiness of success without fulfillment. It's not another mindset tactic or productivity hack — it's the root-level recalibration that makes every other tool effective.Today's Micro Recalibration:Where am I shrinking myself?What would it look like to bring my full presence without apology?How might my leadership create permission for others to expand?If this episode gave you language you've been missing, please rate and review the show so more high-capacity humans can find it. Explore Identity-Level Recalibration→ Follow Julie Holly on LinkedIn for more recalibration insights → Schedule a conversation with Julie to see if The Recalibration is a fit for you → Download the Misalignment Audit → Subscribe to the weekly newsletter → Join the waitlist for the next Recalibration cohort This isn't therapy. This isn't coaching. This is identity recalibration — and it changes everything.

Join us as we recap and chat about Bob's Burgers Season 9 Episode 11 Lorenzo's Oil? No, Linda's and Season 9 Episode 12 The Helen HuntDid you know Gene calls the netsuke "Netscape."  Linda calls it "Netflixy," "nutsky," "neti-potski," "netsadoodle," "netslinky," "Napster," and "Nescafe."?Wiki page for the episode:Lorenzo's Oil? No, Linda'sThe Helen HuntJoin our Book Club and get access to exclusive content on PatreonFollow us on InstagramFollow us on TiktokFollow us on Bluesky

In the 1980s, before Internet marketing had even really begun, our very special guest today and returning champion was working as a tech writer in the foreign exchange trading department of Bankers Trust in New York. In his new book “How The Web Won,The Inside Story of How a Motley Crew of Outsiders Hijacked the Information Superhighway and Struck a Blow for Human Freedom,” Ken McCarthy writes: “Working with foreign exchange traders taught me an important lesson about the need for speed in business: Windows of opportunity open and close fast. That understanding, combined with my ‘discovery' of the rudiments of direct marketing, has been worth millions to me and a whole lot more to my clients.” That's one of the many powerful lessons from Ken's new book, “How The Web Won.” He's been around Internet marketing longer than anyone else I know–and possibly longer than anyone, period. In 1994, he sponsored the first conference about the business potential of the World Wide Web. With keynote speaker Marc Andreeson, at the time, the 23-year old co-founder of Netscape, an early Internet browser and the first important one. Time magazine pointed out that Ken was the first person to identify the importance and business power of the click-through rate, which today, of course, is the basis of the roughly half-a-trillion-dollars a year Facebook and Google make selling pay per click advertising. In 2002, Ken started an event called The System Seminar, which I attended a few years later myself. Met Frank Kern, Gary Halbert, Harlan Kilstein, and a whole bunch of other people who were, or became, legends in direct marketing. We could spend the rest of the show talking about all of Ken's accomplishments, but I'd rather he tell you about his book, “How The Web Won.” So Ken, welcome, and congrats on your new book! 1. So in 1993, you attended a conference called One BBS CON. I'm not sure from your book if that was the moment that changed your life, since you'd been doing some pretty good pulling rabbits out of hats with direct marketing before then. But could you talk about if that was an inflection point and how what you learned at that conference influenced you going forward? 2. Could you talk about being invited to Dan Kennedy's conference in 1993? I can't imagine a lot of the hard core direct marketers who paid $5000 to be there were all that receptive at that time to what you had to say. Were they? 3. Until 1989, it was forbidden by the U.S. government to use the Internet for commercial purposes. How fast did that change in the 90s, and what were the key moments for that? How did your San Francisco conference fit into all of that? 4. When did Internet marketing as we know it today really start to get traction? 5. What would you say was the big mistake made by many of the companies that went bankrupt in the dot-bomb of 2000 – and how long did it take for the direct marketing way of thinking take to catch on? 6. What prompted you to launchThe System seminar in 2002? 7. Any other key moments between the early days and today, that you'd like to talk about? Ken's book, How The Web Won https://www.amazon.com/dp/B0DM2GN91Q HowtheWebWon.com Get in touch with Ken at: https://kenmccarthy.com Download.

What you'll discover… How to build trust with customers before you've even built a product Lessons on raising $150M and convincing top-tier VCs like Sequoia and General Catalyst The emotional story that sparked Cobot's mission inside a hospital hallway Why humanoid robots might not be the future and what should replace them Why swappable batteries, high-mounted sensors, and swerve drives make all the difference The founder's journey: anxiety, ambition, and the power of embracing the Odyssey Where to find it… (02:35) Why Brad left a high-flying career to start something from scratch (06:10) Timing the AI and robotics wave (08:45) From Scale AI to Cobot: building the product he truly believed in (11:45) Identifying Real-world problems to be solved by your new start-up (19:45) Why top investors believed in him before a prototype even existed (27:00) Selling the vision before building the robot (32:45) MVP success, user feedback, and building trust with early adopters (40:00) What “everyday work” means for Brad and how Cobot improves lives (44:00) The next 10 years of robotics and physical AI (52:00) Brad's proudest moment and how it ties back to a promise to his father More about the episode Before founding Cobot, Brad Porter held senior roles at Amazon, Scale AI, and even helped pioneer voice applications at Tellme and Netscape. But it was a walk with his father through the halls of Mayo Clinic that planted the seed for something radically new. In this heartfelt and insightful episode, Brad shares how a personal loss became a professional mission to build collaborative robots that enhance human work instead of replacing it. With over $150M raised in just three years and clients like the Mayo Clinic, Maersk, and the US Department of Defense, Brad has done what few in hard tech manage to do: build, fund, and deploy a real solution in record time. You'll hear how digital twin technology and fast iteration allowed Cobot to deliver results before having a fully built prototype, and why design decisions like swappable batteries and swerve drives matter more than buzzwords. If you're a founder, investor, or just fascinated by where robotics is headed, this episode delivers hard-won insights and inspiration in equal measure. Connect with us: Peng-Sang Cau LinkedIn Website Brad Porter LinkedIn

In this episode of Bitcoin for Corporations, host Pierre Rochard is joined by Mike Belshe, CEO of BitGo. Mike shares his journey from Netscape and Google to pioneering Bitcoin custody solutions. They discuss the evolution of multi-sig, fiduciary duty, cold storage, and how institutions protect billions in Bitcoin. Belshe explains why proof of reserves and market structure matter for Bitcoin's future. This is a must-watch for anyone serious about Bitcoin security.

What happens when a startup becomes a giant—and then has to reinvent itself all over again?In this episode, Martin Casado sits down with Raghu Raghuram (former CEO of VMware) and Jeetu Patel (President and CPO at Cisco) for a deep, tactical conversation on scaling, disruption, and navigating transformation from the inside. They share hard-won lessons from leading two of the most iconic infrastructure companies in tech—through waves like virtualization, cloud, containers, and now AI.They cover:How to keep innovation alive inside large companiesWhy the best companies operate with a founder's mindset, even without foundersThe difference between selling to buyers vs. practitionersWhy the story is the strategy, and how to tell it at scaleHow Cisco is rebuilding its startup DNA in the age of AIIf you're building or leading through a major tech wave, this episode is a playbook. Timecodes:0:00 Introduction 2:02 Weapons of Mass Disruption: Abstractions, Business Models, and Cloud  5:57 Cisco's Missed Cloud Wave & Resetting for Innovation  6:39 Operating Like a Startup: Speed, Scale, and Leadership  10:00 Go-to-Market Challenges: Fencing Off Innovation  11:04 Organic vs. Inorganic Growth: Lessons from VMware  12:04 The 10x Rule and Competing with Incumbents  14:39 Structuring for Disruption: Two-Pizza Teams and Ideal Customer Profiles  18:43 Storytelling as Strategy: Galvanizing Large Organizations  19:42 The AI Wave: Consumerization and Infrastructure Demands  25:34 Founders vs. Operators: Leading Transformations  31:47 Product-Led Organizations: From Sales to Product Focus  34:35 The Future of Infrastructure: AI, Market Size, and Vertical Integration  39:34 Timing, Market, Team, Product, Brand, and Scale  41:19 Authenticity, Opportunity, and Final Thoughts   Resources:Find Martin on X: https://x.com/martin_casadoFind Raghu on X: https://x.com/raghuraghuramFind Jeetu on X: https://x.com/jpatel41 Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

What if I told you that photons raining down from the sun provide 10,000 times more energy than humanity could ever use?Tim Montague is President of the Clean Power Consulting Group and host of the Clean Power Hour podcast, bringing over 30 years of experience from recruiting Silicon Valley talent to coaching clean energy entrepreneurs. His journey from forest ecology graduate student to clean energy catalyst perfectly embodies the age of adoption story. Tim's bold prediction that we're heading toward a grid powered by 50% solar and 40% wind reflects his deep understanding of both technology and market forces. "Photons are free and super abundant, raining down 10,000 times more energy than all of society can use," he explains, emphasizing why renewable dominance is inevitable.What makes Tim's perspective particularly compelling is his focus on climate restoration beyond the traditional net-zero approach. He advocates for ocean iron fertilization, citing Mount Pinatubo's 1994 explosion as proof that iron dust can dramatically impact CO2 levels. "Net zeroing the economy addresses only one-twentieth of the climate problem," Tim reveals, "since there's a trillion tons of legacy carbon in the atmosphere that must also be removed." How can entrepreneurs navigate current policy uncertainty while building scalable clean energy businesses? Tim counsels focusing on commercial, industrial, and utility-scale segments rather than residential solar, riding the "tide of finance" that's pushing the industry forward.Tim Montague is President of the Clean Power Consulting Group and host of the Clean Power Hour podcast, where he covers the energy transition landscape. With over 30 years of experience spanning from recruiting talent for Silicon Valley giants like Apple, Yahoo, and Netscape to coaching clean energy entrepreneurs, Tim brings unique insights to the rapidly evolving renewable sector. A scientist by training with a background in forest ecology, he transitioned to clean energy business development in 2016 and has since become a catalyst for solar industry growth. Tim's expertise extends beyond traditional net-zero approaches to encompass climate restoration technologies, particularly ocean iron fertilization, positioning him as a thought leader in comprehensive climate solutions. In This Episode: (00:00) Introduction of Tim Montague(04:30) Tim's transition from ecology to clean energy business(10:38) Age of adoption story and the power of free photons(14:39) Climate restoration beyond net zero economy solutions(17:26) Counseling entrepreneurs through current market uncertainty and policy headwinds(19:53) Final thoughts on market segments and future outlookShare with someone who would enjoy this topic, like and subscribe to hear all of our future episodes, send us your comments and guest suggestions!About the show: The Age of Adoption podcast explores the monumental transition from a period of climate tech research and innovation – an Age of Innovation – to today's world in which companies across the economy are furiously adopting climate solutions - the Age of Adoption. Listen as our host, Keith Zakheim, CEO of Antenna Group, talks with experts from across the climate, energy, health, and real estate sectors to discuss what the transition means for business and society, and how corporates and startups can rise above competitors to lead in this new age. Access more curated content on the subject by visiting, www.ageofadoption.com.This podcast is brought to you by Antenna Group, an award-winning integrated marketing, public relations, public affairs and digital agency that partners with the world's most exciting and disruptive companies across cleantech, mobility, real estate, healthcare, and emerging B2B tech sectors. Our clients are transformational and distinguished corporations, startups, investors, and nonprofits that are at the bleeding edge of the Age of Adoption. Visit antennagroup.com to learn more.Resources:Tim Montague LinkedInPeter Fiekowsky Climate RestorationAntenna GroupAge of Adoption WebsiteKeith Zakheim LinkedIn

It's kind of funny when I think about it—throughout my entire career, I've taught people how to use tools. Tech tools, communication tools, leadership frameworks, sales systems—you name it. And while the tools keep evolving arp speed, the way I teach them hasn't changed a bit. I teach people, not platforms. I bring a human-first approach to everything I do. Whether it's helping someone close a sale, lead a team, or troubleshoot a network issue, I instill a deep sense of humanity into the process. Because it's never really about the tool—it's about the person using it.That's been true for the last 20 years. And it will be even more important in the next 20.The world has changed a lot since I first dialed into the internet using a modem, taught others how to use Netscape, or delivered top-secret messages while serving in the Navy. And it'll keep changing faster than ever. But one thing hasn't changed—and won't: People still crave real connection, clear communication, and contagious energy that lifts them up.So what's next?I've spent the last few decades teaching, selling, leading, speaking, writing, coaching, and creating. Now, I'm setting my sights on the next 20 years with a clear mission, a bold vision, and a whole bunch of momentum.

Rob Zuber sits down with Tara Hernandez, VP of Developer Productivity at MongoDB and former Netscape engineer who helped create early continuous integration systems, to explore strategic frameworks for build vs. buy decisions in modern software delivery.Hernandez shares insights from scaling MongoDB's proprietary CI system—processing 10 engineer years of compute daily—and reveals how organizations can evaluate when custom infrastructure drives competitive advantage versus when strategic partnerships accelerate growth. Her perspective on navigating the evolving landscape of CI/CD tooling offers actionable guidance for engineering leaders balancing innovation with operational efficiency.Have someone in mind you'd like to hear on the show? Reach out to us on X at @CircleCI!

Today's topic on the Neil Rogers show is computers. Hear about clock speeds, 486 vs Pentium, Packard Bell, Netscape, and more. There was a Gilbert sighting.

What does it take to build startups that last and come back for more? In this episode, Amir sits down with Russ Fradin, serial founder, longtime investor, and now CEO of Larridn. With nearly 30 years of experience and billions raised across multiple ventures, Russ shares what he's learned about founding companies, hiring the right people, navigating pivots, and representing other people's money with integrity. This isn't a highlight reel. It's a grounded, real-world look at what actually makes a great founder.Key Takeaways• Great founders haven't changed. The barriers to entry have• The best ideas evolve constantly. Early-stage success is about the team• Founding with the right people creates longevity and joy in the journey• Angel investors are betting on judgment, not just ideas• Fulfillment comes from building with people you respect and admireTimestamped Highlights00:53 Why Russ and his co-founder launched Larridn to reimagine productivity in the age of AI03:48 Lessons from 29 years of company building, from pre-Netscape to today05:36 How the startup world has changed and what hasn't since the 90s12:06 What makes the journey worthwhile even when startups fail14:56 How Russ chose the right co-founders and why it still matters most17:52 Knowing which idea to chase and when to pivot with purpose21:24 What representing other people's money really means to him as a founder and angel investorQuote of the Episode“There's just nothing better you can do with your time than go to work every day trying to build something amazing with amazing people.”Pro TipsWhen choosing your next venture, ask: where do I have unfair advantage? It's not just about solving a big problem. It's about solving the one you're uniquely qualified to tackle.Call to ActionEnjoyed this episode? Share it with a founder or investor in your circle. Subscribe to The Tech Trek for more conversations with leaders who've done the work and are still doing it. Follow Amir on LinkedIn for more insights and episode drops.

On this TechMagic episode, hosts Cathy Hackl and Lee Kebler welcome Jeff Shardell, founder and CEO of Humble Brands, to hear about his journey from leading at Google to redefining sustainability in the CPG world. Jeff shares how his tech background shaped his approach to eco-friendly product design, scaling consumer goods, and building an authentic celebrity partnership with Jason Momoa. Cathy and Lee also dive into cutting-edge mixed reality news, from ByteDance's lightweight Pico headset to Oakley's NASA visor collaboration. Plus, how Gen Z's gaming habits are reshaping career paths. With updates on AI's impact on gaming jobs and Roblox's new adult dating features, this episode bridges the worlds of innovation, sustainability, and immersive tech. The hosts also preview what's coming in Season 3 after their summer break.Come for the Tech, stay for the Magic!Jeff Shardell BioJeff Shardell is the CEO and Founder of Humble Brands, a sustainable personal care company known for its natural deodorants and eco-friendly packaging. With a distinguished background in tech leadership, including roles at Google during its early growth phase and Netscape, Jeff leveraged his experience scaling companies to revolutionize the CPG (Consumer Packaged Goods) industry. He co-founded gloss.com, which was later acquired by Estée Lauder, before launching Humble Brands with a mission to create better-for-you personal care products while reducing environmental impact.Jeff Shardell on LinkedInKey Discussion Topics:00:00 Intro and Welcome Back, Cathy04:15 Music, AI and the Future of Live Entertainment13:12 AI's Impact on Gaming: Candy Crush Layoffs & Industry Changes29:18 Jeff Shardell: From Google Executive to Humble Brands Founder35:00 Building Authentic Celebrity Partnerships in CPG40:23 Sustainable Innovation: Beyond Plastic Packaging51:35 ByteDance's New Mixed Reality Hardware & Industry Trends56:20 Space Tech: Oakley's NASA Visor Collaboration01:00:31 Gen Z Gaming Skills Becoming Career Opportunities01:07:08 Season Wrap-up & Summer Break Announcement Hosted on Acast. See acast.com/privacy for more information.

Eric Yuan turned a simple belief into Zoom, the platform that kept the world moving through a once-in-a-century shutdown and redefined modern work. On this episode of Grit, the Zoom CEO shares why velocity beats size, how a family-first ethos powered his leadership during COVID, and why the coming wave of AI dwarfs the original internet boom. He details how he's refreshing Zoom's culture for 7,500 people, opting for virtual deal calls over in person meetings, settling into life as an empty-nester, and keeping Zoom nimble enough to outpace Big Tech and the next wave of AI startups.Guest: Eric S. Yuan, Founder & CEO of ZoomChapters: 00:00 Trailer00:44 Introduction01:47 Walking with swagger03:48 Extremely exciting moment10:05 Classic innovators' dilemma12:59 Laser-focused bandwidth17:56 Family first: lead by example22:09 Everybody was doing their road shows25:34 The entire world was dependent28:04 Community care31:57 Valuation and a co-founder35:17 A lot of unhappy days39:25 Building Zoom for consumers46:57 Holograms?52:01 Home53:23 Huge competition, high velocity1:00:33 Where companies get wrong1:04:52 Giving back1:13:12 Who Zoom is hiring1:13:24 What “grit” means to Eric1:14:24 OutroMentioned in this episode: Webex by Cisco, Glean, Apple, HP, Netscape, Yahoo, Brian Armstrong, Emilie Choi, Coinbase, New Limit, Elon Musk, Windy Hill, Magic Leap, Rony Abovitz, Jony Ive, OpenAI ChatGPT, Bill McDermott, ServiceNow, Carl EschenbachLinks:Connect with EricXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

Marc Andreessen is an entrepreneur, investor, co-creator of Mosaic, co-founder of Netscape, and co-founder of the venture capital firm Andreessen Horowitz. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep458-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/marc-andreessen-2-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Marc's X: https://x.com/pmarca Marc's Substack: https://pmarca.substack.com Marc's YouTube: https://www.youtube.com/@a16z Andreessen Horowitz: https://a16z.com SPONSORS: To support this podcast, check out our sponsors & get discounts: Encord: AI tooling for annotation & data management. Go to https://encord.com/lex GitHub: Developer platform and AI code editor. Go to https://gh.io/copilot Notion: Note-taking and team collaboration. Go to https://notion.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex OUTLINE: (00:00) - Introduction (12:46) - Best possible future (22:09) - History of Western Civilization (31:28) - Trump in 2025 (39:09) - TDS in tech (51:56) - Preference falsification (1:07:52) - Self-censorship (1:22:55) - Censorship (1:31:34) - Jon Stewart (1:34:20) - Mark Zuckerberg on Joe Rogan (1:43:09) - Government pressure (1:53:57) - Nature of power (2:06:45) - Journalism (2:12:20) - Bill Ackman (2:17:17) - Trump administration (2:24:56) - DOGE (2:38:48) - H1B and immigration (3:16:42) - Little tech (3:29:02) - AI race (3:37:52) - X (3:41:24) - Yann LeCun (3:44:59) - Andrew Huberman (3:46:30) - Success (3:49:26) - God and humanity PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips

Dr. Jordan B. Peterson sits down with entrepreneur and software pioneer, Marc Andreessen. They discuss the timeline of the woke institutional takeover, the ruinous effects it has had on Western ideology and business, the ways in which AI will shape society, and the immense responsibility we have to instill the future with an ethos and morality that serves human flourishing. Marc Andreessen is a cofounder and general partner at the venture capital firm Andreessen Horowitz. He is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the highly influential Mosaic internet browser and co-founded Netscape, which later sold to AOL for $4.2 billion. He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. He later served on the board of Hewlett-Packard from 2008 to 2018. Marc holds a B.S. in computer science from the University of Illinois at Urbana-Champaign. Marc serves on the board of the following Andreessen Horowitz portfolio companies: Applied Intuition, Carta, Coinbase, Dialpad, Flow, Golden, Honor, OpenGov, Samsara, Simple Things, and TipTop Labs. He is also on the board of Meta. This episode was filmed on December 18th, 2024.  | Links | For Marc Andreessen: On X https://x.com/pmarca?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Substack https://pmarca.substack.com/ “The Techno-Optimist Manifesto” (Book) https://a16z.com/the-techno-optimist-manifesto/