Podcasts about new oil

Google's purchase of Spirit Airlines' data out of bankruptcy signaled a shift in how the tech world values real-world datasets. Although compute and models get much of the attention, in this landscape, it's data that is a company's protective moat. Eon CEO / Co-Founder Ofir Ehrlich and President / Co-Founder Gonen Stein join Elad Gil to talk about how Eon is redefining cloud backup into a secure data foundation designed to power and protect enterprise AI. Ofir and Gonen discuss why historical enterprise data is in demand by AI labs, and how Eon facilitates access to scattered and locked data across business units through providing the mapping, classification, and access controls needed to connect it into AI workflows. They also explore how traditional ransomware defenses must now protect against rogue AI agents with legitimate system permissions, concerns around the influx of autonomous agents and non-human identities, and the implications for the breakneck speed of AI adoption compared to the slowness of the cloud era.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @Eon_io_ | @OfirEhrlich Chapters: 00:00 – Cold Open Trailer 00:59 – Ofir Ehrlich and Gonen Stein Introduction 01:27 – What Eon Does 02:41 – Data as Moat 06:43 – Training Agents with Good Data 09:39 – Data is the New Oil  15:00 – Autonomous Security Threats 18:15 – How Agents Change the Enterprise Stack 22:11 – Re-imagining Data Infrastructure 27:52 – Cloud vs. AI Era Shift 30:26 – How AI is Changing Companies 34:31 – Conclusion

Doomberg stops by, and we solve the global oil crisis. We did not really solve the world's oil problems, but boy, we sure covered them.In this Energy Newsbeat podcast episode, hosts Stu Turley and Doomberg dive deep into the interconnected crises reshaping global energy markets and geopolitics. From contested claims about oil flowing through the Strait of Hormuz to Putin's stranglehold on European natural gas supplies, the conversation reveals how misinformation, geopolitical brinkmanship, and exponential technological change are colliding to create unprecedented uncertainty.Against this backdrop of energy scarcity and conflict, the hosts explore how artificial intelligence is driving explosive new demand for power, forcing a reckoning between renewable energy mandates and grid reliability. Through sharp analysis and candid debate, they argue that understanding energy flows—and who controls them—is essential to predicting everything from European political upheaval to the viability of AI infrastructure investments. It's a masterclass in connecting the dots between commodity markets, military strategy, and the future of human civilization.Check out Doomberg.com https://newsletter.doomberg.com/Shout-out to Dave, one of our great subscribers, for commenting on the live feed.1. Global Oil Markets & The Strait of HormuzThe hosts debate conflicting information about oil flow through the Strait of Hormuz, with Chris Wright (Secretary of Energy) claiming 9 million barrels per day are flowing through. They discuss how market prices haven't responded as expected, suggesting either the market is efficiently pricing in a long-term U.S. siege against Iran, or there's misinformation in circulation. The conversation emphasizes that pipelines are being built to bypass the strait, making it increasingly irrelevant.2. Houthi Attacks & Alternative Shipping RoutesDiscussion of Houthi attacks on commercial ships in the Bab el-Mandab Strait, reducing flow to less than 1 million barrels per day. They note the phrase "Houthis in the blow ships" and question whether reported attacks are actually occurring or if misinformation is prevalent.3. Ukraine War & European Energy CrisisA major focus is an upcoming Doomberg article about how Putin controls Europe's energy future through natural gas. Key points include:Ukraine's loss of the air war and closing of the Black Sea port of OdessaEurope's dangerous dependency on Russian natural gas (4.5 BCF/day through Turkstream)European gas storage at only 59% capacity (vs. 83% in 2023)If Russia cuts off gas supplies, Europe could lose 40% of its storage capacityThe precarious position of European leadership (Ursula von der Leyen, Macron, Mertz) who may need to be replaced for political solutions4. Turkey's Strategic PositionTurkey's role as a NATO member while maintaining relationships with Russia and Iran, controlling the Turkish Straits, and serving as a potential energy hub between the Middle East and Europe. Discussion of Erdogan's health and political stability.5. U.S. Grid Reliability & Data Center DemandJPMorgan's warnings about rolling blackouts driven by:Accelerating AI demandForced installation of intermittent renewablesData centers requiring massive powerComparison between Texas (abundant natural gas, allowing data center growth) and New York (restrictive policies)The concept of "natural gas pods"—data centers with gas input and data output6. AI & Exponential GrowthA philosophical discussion on:Ray Kurzweil's "The Singularity is Near" and exponential technological growthAI model doubling time shrinking to approximately 3 months (trending toward daily improvements)The "human endeavor is infinite compute" as a strong predictive mental modelComparison to the Weimar hyperinflation period to illustrate the power of exponential trendsWhy skepticism about AI data center ROI is misplaced, similar to early shale gas skepticism7. Liberty Energy & Shale Gas in AustraliaBrief mention of Liberty Energy's expansion into Australian shale gas drilling, presented as a "tell" of emerging opportunities.8. Upcoming Doomberg ContentAnnouncement of a company deep dive on Chevron, examining its global operations, business model, and various investment exposure options.The podcast emphasizes how interconnected global energy markets are and how geopolitical decisions (particularly Putin's control of energy supplies) have cascading effects on everything from European stability to U.S. grid reliability and AI infrastructure development.The podcast has rolled over 3 million podcast listens on Apple and Spotify, and Doomberg's last episode was well over 110K - let's see how this one does. A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

A customer sent in a sample, asking us to prove whether it was new oil, or if the shop was slacking. The answer isn't a simple one.Ready to start your oil analysis journey? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get your free test kit⁠⁠⁠⁠⁠.⁠Have a question or shoutout? Leave a message for Blackstone Joe at 614-407-6169.Host: Joe AdamsProducer: Arryn Dennard

In this episode of Trending in Education, host Mike Palmer sits down with Mike Peng, Founder and Managing Partner of Weatherstone Capital Partners, to explore the evolving intersection of education, technology, and capital markets. After missing a meeting at ASU+GSV in San Diego, Mike and Mike reconnect to unpack what it takes to scale educational ventures past the startup phase and navigate the broader macroeconomic shift from venture capital to private equity in EdTech. Drawing from his unique career journey—from engineering at UT Austin and strategy consulting at McKinsey to leading rapid growth at Block Renovation and earning an MBA at Stanford—Peng shares why Weatherstone focuses on partnering with operators in the 1-to-10 scale stage ($1M to $10M EBITDA range). Together, they examine the real "moats" in the age of AI (data ownership and customer relationships over UI), why corporate L&D and continuing certification are outperforming traditional K-12/Higher Ed models for private equity, and how simulation tools and micro-learning are reshaping workforce upskilling. Peng also offers vital advice for founders assessing whether they are the "limiting factor" in their company's growth and how to navigate tight capital markets. KEY INSIGHTS: 0-to-1 vs. 1-to-10 Leadership: Building a product from scratch requires a scrappy, zero-to-one mindset, whereas scaling from 1 to 10 demands processes, enterprise workflows, and founders willing to look in the mirror to ensure they aren't becoming their company's limiting factor. The Capital Shift from VC to PE: With EdTech valuations down ~60% from 2021 peaks and market maturity kicking in, 2024 marked a pivot where private equity outpaced venture capital in EdTech funding—shifting the focus from hyper-growth to unit economics, profitability, and sustainable scale. Redefining AI Moats: User interface (UI) and simple API connections to large language models are no longer defensible differentiators. True AI moats reside in owning proprietary data, maintaining deep customer trust, and controlling end-to-end customer relationships. Corporate L&D and Reskilling Demand: While K-12 and Higher Ed present longer sales cycles and risk aversion, Corporate L&D—particularly recurring certification, micro-training in daily workflows, and AI simulation (e.g., bedside manner nursing)—presents massive opportunity as 85% of employers seek to reskill their workforce by 2030. Founder Discipline in Tight Markets: Bootstrapping and pivoting quickly are more viable than ever thanks to AI MVP acceleration. Founders must plan capital runway at least a year in advance and regularly "come up for air" so market evolution doesn't leave their business behind. TIMESTAMPS: 00:00 – Introduction & Connecting Post-ASU+GSV 01:00 – Mike Peng's Journey: UT Austin, McKinsey, Block Renovation, & Stanford MBA 02:30 – Inside Weatherstone Capital Partners: Long-Term Platform Investing 03:30 – 0-to-1 vs. 1-to-10: Passing the Founder "Mirror Test" 05:30 – Takeaways from ASU+GSV: AI Undercurrents & Modern Moats 07:30 – Career Readiness, CTE, & The 1,400-Tool EdTech Stack 09:30 – Data is the New Oil, AI is the New Electricity 11:30 – Managing Hallucination Risk & Trust in Classroom Tech 13:30 – Segmenting EdTech: Why Capital is Moving from VC to PE 18:00 – The Future of Work: LXP, Micro-Learning, & AI Simulations 23:30 – Personal AI Tutors, Spatial Hardware, & Final Advice for Founders 26:00 – Wrap Up & How to Connect with Weatherstone Subscribe to Trending in Ed wherever you get your podcasts to stay ahead of the curve in learning, media, and the future of work.

Nosipho Radebe is in conversation with Warren Buys, Senior wealth Manager and Investment Committee Member at Private Client HoldingsSee omnystudio.com/listener for privacy information.

Prime Minister Anthony Albanese has announced a joint plan with West Australia's government to fund a new study into large-scale oil refinery. The refinery is aimed at protecting the country's economy from further global energy shocks. If the refinery goes ahead, it would be the first new large-scale petrol refinery built in Australia since the 1960s. This comes as the cut in fuel excise is due to expire by the end of the week - انتونی آلبانیزی صدراعظم آسترالیا از اختصاص چهار میلیون دالر برای انجام یک مطالعه مقدماتی درباره ساخت یک تصفیه خانه بزرگ نفت در آسترالیای غربی خبر داده است. هدف این طرح، تقویت انرژی و کاهش آسیب‌پذیری آسترالیا در برابر شوک‌های جهانی تأمین مواد سوخت عنوان شده است.

Prime Minister Anthony Albanese has announced a joint plan with West Australia's government to fund a new study into large-scale oil refinery. The refinery is aimed at protecting the country's economy from further global energy shocks. If the refinery goes ahead, it would be the first new large-scale petrol refinery built in Australia since the 1960s. This comes as the cut in fuel excise is due to expire by the end of the week - Thủ tướng Anthony Albanese công bố một kế hoạch hợp tác với chính phủ Tây Úc, nhằm tài trợ cho một nghiên cứu mới về nhà máy lọc dầu quy mô lớn. Nhà máy lọc dầu mới có mục đích bảo vệ nền kinh tế đất nước khỏi những cú sốc năng lượng toàn cầu trong tương lai. Nếu dự án được tiến hành, đây sẽ là nhà máy lọc dầu quy mô lớn mới đầu tiên được xây dựng ở Úc kể từ những năm 1960. Tuyên bố diễn ra giữa lúc chính sách giảm thuế tiêu thụ đặc biệt đối với nhiên liệu sắp hết hạn vào cuối tuần này.

In this episode, Dimitrius speaks with Drew Small, founder of No New Data Centers, a grassroots platform challenging a proposed data center near his Nashville home and the Nashville Zoo.They examine the enormous energy, water, land, and infrastructure demands of modern data centers, along with concerns about pollution, heat, noise, flooding, and development in working-class, immigrant, and historically Black communities.Drew also explains how tax incentives, utility interests, and weak local regulations are accelerating construction—often before communities fully understand what is being proposed.But this is also a conversation about people power. Drew shares how concerned residents turned a local development fight into a growing movement and why zoning, public participation, and collective attention may be the strongest tools communities have to demand more responsible development.A timely conversation about technology, environmental justice, corporate influence, and the power of ordinary people to shape the places they call home.No New Data CentersFind Data Centers Near YouEnjoyed this episode? You might want to also listen to the limited series Going Green & Built to DivideLYNESIf you enjoy our content, you can check out similar content from our fellow creators at Gābl Media.Spaces Podcast Spaces Podcast websiteLYNES // Gābl MediaAll rights reserved

Chairman of the Institute for Integrated Economic Research, John Blackburn spoke to John about the new oil refinery proposed for WA to strengthen the country's energy security. Listen to John Stanley live on air from 8pm Monday to Thursday on 2GB Sydney and 4BC Brisbane.See omnystudio.com/listener for privacy information.

Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly concentrated with just a handful of countries and companies dominating. As with oil in the previous century, chips sit at the center of geopolitics, great-power rivalry and trade, especially between the US and China. How did chips become some crucial and their supply chains so concentrated and what does it mean for all our futures? Our guest is economic historian Chris Miller, author of Chip War - The Fight for the World's Most Critical Technology, the New York Times best seller. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Prime Minister Anthony Albanese has announced a joint plan with West Australia's government to fund a new study into large-scale oil refinery. The refinery is aimed at protecting the country's economy from further global energy shocks. If the refinery goes ahead, it would be the first new large-scale petrol refinery built in Australia since the 1960s. This comes as the cut in fuel excise is due to expire by the end of the week

In today's episode of Trending Middle East, US President Donald Trump prepares to host Israeli Prime Minister Benjamin Netanyahu and Ukrainian President Volodymyr Zelenskyy at the White House, with Iran expected to dominate the agenda as Washington weighs diplomacy alongside the threat of renewed military action. We also examine Saudi Arabia and Jordan intercepting drones targeting their territory; Lebanon's proposal to create a new Mediterranean export route for Iraqi oil as Baghdad looks for alternatives to the Strait of Hormuz; and Egypt granting sweeping new economic powers to the Future of Egypt Authority as part of broader state reforms. And a New York judge orders convicted fraudster Renwick Haddow back into custody after a scheme that targeted investors in the UAE and about 60 other countries, with more than 800 victims identified. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans

Plans to build Australia's first new oil refinery since the 1960s.

Plans to build Australia's first new oil refinery since the 1960s.

The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20 million barrels of oil and products flowed through the maritime chokepoint every day. Due to regional bypass pipelines, strategic reserve releases and voluntary demand reductions from China, the global system absorbed the impact. Now, major producers and exposed Asian consumers are doubling down on long-term diversification to secure their supply chains. Salih Yilmaz, senior equity research analyst covering energy, oil and gas at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. He outlines his "Peak Hormuz" thesis, detailing how global energy flows are rapidly realigning, the structural shift toward energy resilience, and what this means for near-term oil prices.See omnystudio.com/listener for privacy information.

Oil is up, China is buying again, and America's energy future is at a crossroads. In this episode, we tackle eight stories that matter: geopolitical chaos driving Brent above $90, the SPR disaster, Halliburton's shale boom, the AI data center power crisis, and why the Trump administration is reshaping energy policy. This is the energy news you can't afford to miss.1. Oil Market Volatility & Geopolitical TensionsThe podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S.-Iran tensions. The Houthis are also active in the Red Sea, creating additional supply chain disruptions. Analysts are predicting higher oil prices for longer, with crack spreads at historic highs.2. U.S. Oil & Gas Production StrengthHalliburton reports positive outlook for North American shale activity in 2026. The U.S. has reached a record 13.586 million barrels per day in 2025, with enhanced oil recovery and the Permian Basin continuing to thrive. Natural gas exports and LNG are highlighted as critical economic drivers.3. Strategic Petroleum Reserve (SPR) CrisisThe Biden administration's mismanagement of the SPR is heavily criticized—including massive drawdowns without refill (180-300 million barrels), wasted taxpayer dollars on damaged equipment, and aging infrastructure. The GAO warns of "looming operational limitations," and the host emphasizes the need to refill the SPR given current geopolitical risks.4. Data Center & AI Power Demand ExplosionData centers are on track to consume up to 20% of U.S. electricity by 2035 due to AI growth—a 4-5x increase from current levels. However, grid transmission bottlenecks are a major constraint; the U.S. needs 5,000 miles of new high-voltage transmission lines annually but has only added 392 in the last two years.5. UK North Sea Energy PolicyThe incoming UK Prime Minister is signaling support for North Sea oil and gas projects (Jack Draw gas field, Rosbank oil field), though the host expresses skepticism about bureaucratic obstacles. The irony is highlighted: the UK imports Norwegian gas while sitting on untapped North Sea reserves.6. Iraq's Oil Export StrategyIraq is shipping 4 million barrels per day via 1,400 tanker trucks daily—a forced paradigm shift due to geopolitical constraints. Iraqi oil companies are also partnering with Chevron, ExxonMobil, and ConocoPhillips to capture flared gas, reducing Iraq's reliance on imported energy.7. Trump Administration Energy Policy & Climate Research AccountabilityPresident Trump has ordered a suspension and potential debarment of officials tied to fraudulent climate research. The host criticizes the "false climate narrative" and argues for an "all of the above" energy approach (coal, natural gas, nuclear) until technology allows full transition to renewables.8. Federal Energy Subsidies & SpendingIn fiscal year 2025, federal subsidies and tax expenditures totaled $64.1 billion, with renewables, EVs, and efficiency capturing 90% ($57.9-58 billion), while fossil fuels received only $2.6 billion. The host distinguishes between subsidies and tax incentives.1.Brent Tops $90 as Tanker Hit in Strait of Hormuz Amid Escalating US-Iran Tensions — Is “Higher for Longer” Here to Stay?2.Halliburton Sees Improvement in North American Activity in 20263.US Strategic Petroleum Reserve Sites Left Inoperable Under Biden Administration — Trump and Energy Secretary Wright Race to Fix the Damage4.Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There5.U.S. Needs 5,000 Miles of New High-Voltage Lines Annually — It Only Built 3926.New UK Prime Minister Set to Back North Sea Oil and Gas Projects7.Thousands of Tanker Trucks Haul Iraq's Oil to Secure Revenue: A Forced but Strategic Paradigm Shift8.President Trump Orders a Review of the Green Graft and False Research ProvidedCheck the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Australian superannuation funds have delivered another year of strong gains, with Chant West reporting the median growth option returned 9.5 per cent in the last financial year, lifting cumulative returns to 44 per cent over four years. Mano Mohankumar, Head of Super Investments at Chant West, explains what drove the better-than-expected performance and why diversification continues to pay off. Plus, Raymond Chan, Head of Asian Desk at Morgans, unpacks a flat session for the Australian sharemarket as technology stocks weakened on China's latest AI developments while energy shares rallied after Brent crude climbed above US$90 a barrel, and explains what he's telling clients amid the latest market volatility.

Australian superannuation funds have delivered another year of strong gains, with Chant West reporting the median growth option returned 9.5 per cent in the last financial year, lifting cumulative returns to 44 per cent over four years. Mano Mohankumar, Head of Super Investments at Chant West, explains what drove the better-than-expected performance and why diversification continues to pay off. Plus, Raymond Chan, Head of Asian Desk at Morgans, unpacks a flat session for the Australian sharemarket as technology stocks weakened on China's latest AI developments while energy shares rallied after Brent crude climbed above US$90 a barrel, and explains what he's telling clients amid the latest market volatility.

Lt. Ryan Neville joins The Amber May Show to break down the Charlie Kirk pretrial hearing from the perspective of a Marine veteran and law-enforcement officer with more than 20 years of experience. Then, Amber examines President Trump's election-security press conference and the declassified intelligence released by the White House. The show also features past clips of Democrats, including Kamala Harris and Amy Klobuchar, warning that voting machines could be hacked. What changed, and why did election-machine concerns become partisan? Amber also reviews the Muskegon voter-registration investigation, the questions surrounding GBI Strategies, and the evidence that now demands a closer look. Plus, Chevron is moving into major Iraqi oil fields while studying a new oil route that could bypass the Strait of Hormuz. Could this weaken Iran's influence and reshape global energy markets? Today's show follows the evidence, asks the hard questions, and examines what happens next. Join Me On Telegram https://t.me/theambermayshow Podcast Like A PRO https://podcast-like-a-pro.trainercentralsite.com Promocode Amber Discord https://discord.gg/kUsDba4zRj https://discord.com/channels/1331829063400034435/1331829063869792308 The Amber May Show Theme Song https://suno.com/song/87e27080-4ddb-47f7-8722-b00b251e6c84 Get AMAZING Amber May Merchandise https://www.ambermayshow.com/amazing-products Follow Me on Pickax https://pickax.com/?referralCode=gb4e11n&refSource=copy Get all your My Pillow Products at a DISCOUNT www.mypillow.com/amber Use Promo Code AMBER and save up to 66% off Promo code-AMBER 800-957-2123 Get Ivermectin and hydroxychloroquine and SAVE Dr Stella Immanuel https://marketplace.drstellamd.com/amber-may Use Promo Code AmberMay and save Become An Affiliate with Dr Stella https://rehoboth-medical-cli.trackdesk.com/sign-up?referralAccountId=1f8c94aa-933e-4aa8-ac5b-5a8d9a0d4508 Save Money When Using A Patient Advocate In The Medical System https://www.graithcare.com/?ref=Amber Take Control of Your Health & Healing! Get the full celebration of solutions that happened at Healing For The A.G.E.S. Over 20 hours of ground-breaking, life-changing, information you've never heard before, and can't get anywhere else! https://healingfortheages.com/ use promocode Amber Patriot Mobile- Free Activation When you become a Patriot Mobile member, your dollars are helping to fund our God-given right to freedom. A portion of every dollar we earn is given back to the causes that support organizations that fight for First Amendment Religious Freedom, Freedom of Speech, Second Amendment Right to Bear Arms, Sanctity of Life, and the needs of our Veterans and First Responders. https://www.patriotmobile.com/amber/ Use Promocode AMBER Our Exodus supplement nourishes your body with potent biblical ingredients, supporting your physical and spiritual journey. Https://exodusstrong.com?a_aid=Amber Become an Exodus Affilate Https://exodusstrong.com/pages/champions?a_aid=Amber The Flynn Movie https://www.flynnmovie.com/ref/azladyz/ War On Truth Movie You've been told that J6 was a violent insurrection against the United States by a group of angry, fringe, MAGA supporters… What if it wasn't? What if there really was a War on Truth? https://hisglory.tv/?ref=448 Promocode MAY Patrick Byrne, the founder/CEO of Overstock.com, rose to the height of financial success and was once heralded as a Wall Street prophet. However, in 2019, Byrne seemingly slipped into madness — stepping down from his multi-billion dollar company, claiming to be a covert government asset trapped in a deadly game of political espionage https://enemywithindocuseries.com/ref/amber Promocode AMBER Is it possible with Turbo Cancers on the rise and Big Pharma's reputation at zero, that Americans are finally ready to hear the truth about Cancer? Are you ready? In the 70's a Doctor working for a National Cancer Institute discovered that Apricot seeds, which contain B-17, actually slowed the growth of tumors. https://rncstore.com/ambermay Ensure the health of the indoor air quality in your home investing in good air purifiers to eliminate pollutants and allergens. Find adjunctive therapies to cancer and better health with red light and methylene blue found in the link below! https://airwaterhealing.com/#May Promocode May Supermassive Black Coffee Use Promocode AMBER https://www.supermassiveblackcoffee.com/ Find Where we air our show here: https://www.ambermayshow.com/

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Rob Thummel explains why AI's growing power needs are creating opportunities in natural gas and infrastructure. He highlights rising demand from data centers, the bullish outlook for natural gas prices, and the critical role of water and energy infrastructure in supporting AI growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

There's still plenty of room for AI memory stocks to run, both in the U.S. and abroad, says Noah Kann. He touches on the low valuations in companies like Micron (MU) in the U.S. and Samsung overseas, making them attractive to private firms with dry powder. Noah touches on policy risks with potential to throw a wrench into the memory supply chain. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ottawa-Alberta relations took a step forward last week with the signing of an agreement that potentially paves the way for a new oil pipeline to the coast.The deal gives a timeline on approvals for a pipeline, should a proponent come forward, and allows Alberta and the feds to calm the waters in an at-times testy relationship.National Post politics reporter Stephanie Taylor joins the show to discuss what went into the deal, what concessions Alberta had to make, and how this squares with the federal government's push for national projects but also its environmental goals. Further reading: Ottawa, Alberta agree to path on approving new oil pipeline by September 2027 Learn more about your ad choices. Visit megaphone.fm/adchoices

PREVIEW for Later Today: Iraq's New Oil Ministry Faces Critical Export and Budget Challenges. Guest: Bridget Toomey. Bridget Toomey examines Iraq's urgent need to diversify oil export routes beyond the Strait of Hormuz. The new ministry must repair post-war facilities and address a looming budget crunch while managing production levels.1700

EVAN ELLIS The Rodriguez regime leverages lifted sanctions to stabilize power while slow-walking democratic transitions, frustrating an opposition that remains sidelined as new oil money potentially strengthens the existing repressive and criminal state apparatus. (10/16)1930

Big tech is finally cashing in on AI, but who is making the biggest profits? And what does a weakened OPEC mean for oil markets? Plus, how is Avis getting an investor to hand back gains after a short squeeze? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big tech is finally cashing in on AI, but who is making the biggest profits? And what does a weakened OPEC mean for oil markets? Plus, how is Avis getting an investor to hand back gains after a short squeeze? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

Hugh discusses the SCOTUS ruling which strikes down the Louisiana map in the Voting Rights Act case, the oral arguments on President Trump's effort to terminate temporary protections for some Haitian and Syrian migrants, and talks with Sarah Bedford, Doug Burgum, Sen. Steve Daines, Jim Talent, Mary Katharine Ham, Joseph Loconte, and Todd Rickets.See omnystudio.com/listener for privacy information.

The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Maritime intelligence expert Michelle Bockmann joins the Oil Ground Up podcast to unpack the unprecedented disruption in global oil flows following the effective closure of the Strait of Hormuz. She explains how Iran's shadow fleet has continued operating under the radar while broader tanker traffic has collapsed, with U.S. enforcement sharply curtailing exports and reshaping global supply routes. The conversation dives into the complexities of tracking “dark” vessels, the role of satellite intelligence, and the growing challenges posed by GPS jamming, drone warfare, and misinformation in maritime data. Bockmann also highlights the human and commercial realities behind the crisis, from stranded crews and insurance breakdowns to the difficult risk calculations facing shipowners. As oil markets grapple with dislocated supply chains, she outlines why reopening the Strait could take weeks to clear and months to normalize. The discussion further explores geopolitical ripple effects, including OPEC tensions and shifting trade flows through alternative routes like the Red Sea. Ultimately, Bockmann offers a grounded view on what to watch next, emphasizing that while the blockade is effective, uncertainty and disruption remain the defining features of today's global oil market.

Ottawa leaning toward new oil pipeline route from Alberta to southern B.C. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mari Granstrom, founder and “chief executive activist” of Origin By Ocean, joins the Grow Everything podcast to explain how massive seaweed blooms, driven by nutrient pollution and eutrophication, can become a regenerative feedstock for bio-based and biodegradable chemicals. Mari shares how a career in industrial biochemistry, plus years of scuba diving and growing up near the polluted Baltic Sea, shaped their mission to transform invasive sargassum into high-performance ingredients that can replace many oil-derived inputs in everyday products. The conversation covers the scale of the sargassum problem across the Caribbean and Gulf of Mexico, how Origin By Ocean processes seaweed into “white powders” customers can use in cosmetics and nutraceuticals, and why the future of climate entrepreneurship needs diversity, integrity, and business models that restore ecosystems instead of extracting from them.Grow Everything brings the bioeconomy to life. Hosts Karl Schmieder and Erum Azeez Khan share stories and interview the leaders and influencers changing the world by growing everything. Biology is the oldest technology. And it can be engineered. What are we growing?Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.messaginglab.com/groweverything⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chapters:(00:00:00) Seaweed is the oil we never used(00:01:00) Karl's Hidden Brain live show story + talking to strangers(00:03:00) Spring break travel + staying plugged into biotech(00:04:05) Pfizer Oscars ad: what “breakthrough” messaging gets right(00:08:15) Echo Biotech + NYC's biotech network, from biomaterials to investing(00:11:10) Meet Mari Granstrom and Origin By Ocean (how they met at Climate Week)(00:14:00) Mari's path: biochemical expertise inside big chemical companies(00:16:25) Eutrophication 101 + spotting seaweed blooms as future biomass(00:19:20) The sargassum crisis: 40–60M tons/year in the Caribbean + Gulf(00:21:00) Is this just a Gulf issue? Baltic Sea vs “real oceans”(00:23:00) Turning research into a real biorefinery business(00:25:00) “Chief executive activist”: science, entrepreneurship, advocacy as one role(00:28:05) How seaweed can replace oil-derived functionality in everyday products(00:30:10) Regenerative value chains vs ESG (doing less harm vs net-positive)(00:33:00) Why diversity (backgrounds, not just demographics) drives better solutions(00:34:00) Future-casting: where marine biomass will (and won't) make sense(00:37:00) Quickfire: ocean's passive-aggressive text, algae blooms, nudibranchs(00:40:00) Demo products: cosmetics, hair growth, makeup + showing customers potential(00:41:00) Wrap-up reflections (seaweed as feedstock, alternate history)Links and Resources:Mari Granstorm episode linksSynBioBeta Pass - Discount code: Grow Everything Topics Covered:fermentation, biomanufacturing, yeast, Lallemand, enzymes, biofuels, xylose, Saccharomyces cerevisiae, genomics, synthetic biologyHave a question or comment? Message us here:Text or Call (804) 505-5553⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠ / ⁠⁠⁠⁠⁠⁠⁠Grow Everything⁠⁠⁠⁠⁠⁠⁠Music by: Nihilore Production by: Amplafy Media

Oil prices continue their upward climb amid conflict in the Middle East. The international benchmark Brent crude is now $115 a barrel; on Friday, it was $105. Brent is headed for its biggest monthly climb ever, and this morning, there are concerns about additional disruptions to oil shipments through another key route. We'll unpack. Also: a looming helium shortage and a search for ways to mitigate threats to humanity.

Oil prices continue their upward climb amid conflict in the Middle East. The international benchmark Brent crude is now $115 a barrel; on Friday, it was $105. Brent is headed for its biggest monthly climb ever, and this morning, there are concerns about additional disruptions to oil shipments through another key route. We'll unpack. Also: a looming helium shortage and a search for ways to mitigate threats to humanity.

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Trent Boehm - CEO of Redstone Oil Corp - a exploration-focused oil & gas startup company.Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus Canada which operated under the brands Stifel FirstEnergy and Stifel GMP in Canada. From 2016 to 2019, Mr. Boehm served as a Managing Director and Head of Energy Sales on the executive committee at Canadian public company, GMP Capital. From 2002 to 2016 Mr. Boehm was a Managing Director and Head of Capital Markets at FirstEnergy Capital, where he was an integral part of the leadership team that built this privately held firm into a widely respected authority on the energy sector. Mr. Boehm is also a director at Western Energy Services Corp. Mr. Boehm holds a Chartered Financial Analyst designation in addition to a Bachelor of Commerce degree from the University of Calgary. Among other things we learned about starting a new oil company.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsNorthbase Astro Oilfield Rentals Bunch ProjectsSupport the show

Decarbonisation is triggering a new great-power race. As demand for green technologies and sustainable power sources grows, Washington and Beijing are battling for control of cobalt, lithium, copper, and nickel - the critical metals that will determine who lands on top of the global energy transition. In this episode, Nicolas Niarchos joins host Atossa Araxia Abrahamian to discuss The Elements of Power, a sweeping investigation into the war for the global supply of battery metals. From the Democratic Republic of the Congo to Indonesia and beyond, Niarchos uncovers a world shaped by rapacious colonial legacies, Cold War maneuvering, corporate rivalry, and dazzling technological innovation.  Niarchos argues that as wealthy nations push to electrify their economies, the human and environmental costs are pushed out of sight - onto miners working by hand, polluted communities, and territories still treated as expendable. If you'd like to become a Member and get access to all our full conversations, plus all of our Members-only content, just visit intelligencesquared.com/membership to find out more. For £4.99 per month you'll also receive: - Full-length and ad-free Intelligence Squared episodes, wherever you get your podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series - 15% discount on livestreams and in-person tickets for all Intelligence Squared events  ...  Or Subscribe on Apple for £4.99: - Full-length and ad-free Intelligence Squared podcasts - Bonus Intelligence Squared podcasts, curated feeds and members exclusive series … Already a subscriber? Thank you for supporting our mission to foster honest debate and compelling conversations! Visit intelligencesquared.com to explore all your benefits including ad-free podcasts, exclusive bonus content and early access. … Subscribe to our newsletter here to hear about our latest events, discounts and much more. https://www.intelligencesquared.com/newsletter-signup/ Learn more about your ad choices. Visit podcastchoices.com/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

Indirect talks between the US and Iran took place in Oman as the US seeks to curb Iran's nuclear and missile programmes. The talks were mainly procedural: was anything achieved? We hear from Iran nuclear expert Professor Sina Azodi, Director of the Middle East Studies Program at George Washington University. Also in the programme: a deadly suicide attack on a Shia mosque in the Pakistani capital Islamabad; the EU orders TikTok to redesign its 'addictive' features; and the opening of the 25th Winter Olympics in northern Italy.(Photo: Iranian Foreign Minister Abbas Araghchi visits Oman ahead of Iran-US talks. Credit: OMANI MINISTRY OF INFORMATION/HANDOUT/EPA/Shutterstock)

Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

In this episode of SaaS Fuel, Jeff Mains sits down with Daniel Nikic, a global strategist and problem solver who advises multinational corporations and funds on AI, software, and data investments. The conversation explores the critical balance between artificial intelligence and human judgment in today's business landscape.Daniel brings a refreshing counterbalance to the AI hype cycle, emphasizing that while AI excels at eliminating "bot work" and processing data, it cannot replace human expertise, experience, and contextual understanding. The discussion covers the dangers of taking AI outputs at face value, how investors should evaluate AI-powered insights, and where AI truly creates value versus where it falls short.The episode also explores global market opportunities in the Middle East, Eastern Europe, and Latin America, the realities of entrepreneurship beyond the social media glamour, and practical advice for SaaS founders navigating AI adoption, fundraising, and outsourcing decisions. Daniel's decades of international experience provide unique insights into emerging tech evaluation, investment trends, and the future of SaaS metrics.Key Takeaways[4:39] - The Bot Work Revolution[5:40] - The AI Audit Imperative[6:04] - The Competitive Convergence Problem[7:30] - Bot Work vs. Insight Work[9:09] - The Implementation Test[10:13] - High-Impact AI Use Cases[12:51] - The Training Challenge[14:45] - The Human Connection Factor[17:46] - Political Bias in AI[18:40] - Education Under Threat[22:12] - Middle East Market Opportunity[23:56] - Latin America's Undervalued Talent[24:29] - Data Centers as the New Oil[25:52] - Eastern Europe's Tech Advantage[30:14] - The Outsourcing Value Question[32:57] - Entrepreneurship's Hidden Stress[34:16] - The Rejection Resilience[35:36] - The Hard Work Reality[36:08] - Stress Management Separates Winners[37:32] - EQ Over IQ[38:16] - User Experience Trumps AI Hype[39:07] - Due Diligence Fundamentals[40:15] - The Founder Factor[41:01] - Overnight Success Myth[44:52] - The Investment Reality Check[45:13] - Fundraising in the AI EraTweetable Quotes"You have to audit AI because AI models are based on data information that's given and hence human bias." - Daniel Nikic"If you're just using AI without customizing it or using human intelligence, you're all gonna be fighting for the same companies to invest in." - Daniel Nikic"AI should be used to eliminate the bot work because it doesn't think like a human, it thinks what it's told to do." - Daniel Nikic"Is it making your company more efficient or are you just saying you use AI to sound innovative?"- Daniel Nikic"Entrepreneurship is probably besides health and

Silver is no longer just a precious metal — it may be becoming a strategic necessity. Kerry Lutz sits down with silver expert Michael Arries to break down why silver demand is accelerating, driven by electronics, AI, and critical industrial use. With sustained physical buying pressure, Michael explains why traditional paper market manipulation is losing its grip. As supply tightens, the conversation turns serious. Michael warns that future government and national defense actions could dramatically impact availability, limiting investor access just as demand surges. He outlines a bold price outlook, suggesting silver could reach $200–$300, while also sharing why trading some silver for gold may be a smart way to lock in gains amid rising volatility. Kerry echoes the urgency, cautioning that opportunities like this may not last if government intervention steps in. This is a timely conversation for investors trying to stay ahead of what could be a historic shift in the silver market. Find Michael here: http://www.mcalvany.com/ Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

A framework agreement between Canada's federal government and the province of Alberta aims to kickstart a process to construct a new crude oil pipeline to the country's west coast that would expand direct crude exports to Asia and reduce reliance on the U.S. as an export customer.

On the day a memorandum of understanding is about to be signed between Alberta and Canada, listeners to the Bridge have their say about a new pipeline to British Columbia's west coast. None of the writers are shy about their opinions and both sides of the argument are reflected. And then, the Random Ranter drops by with his take on a very different issue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AP correspondent Ed Donahue reports on prospects for new oil drilling.

Here's what happened during the week of October 27 - 31 with our Public Lands:- Mike Lee's three new proposals that threaten public lands with Neal Clark from the Southwest Utah Wilderness Alliance- National Parks remain understaffed, but open during the ongoing shutdown- Over 500 new oil and gas permits were approved during the shutdown period- Trump administration will open the entire 1.56 million acres of the Coastal Plain within the Arctic National Wildlife Refuge for oil and gas leasingThe Center for Western Priorities Oil & Gas Tracker: ⁠https://westernpriorities.org/2025/10/oil-gas-government-shutdown-tracker/⁠Subscribe to our newsletter for in-depth coverage and extra stories we don't have time for on the podcast: ⁠⁠⁠⁠⁠⁠⁠theoutdoorminimalist.com⁠⁠⁠⁠⁠⁠⁠Have tips, testimonials, or insights on public land changes? Submit them through our Google Form (⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/JwC73G8wLvU6kedc9⁠⁠⁠⁠⁠⁠⁠⁠⁠).Support Our Work at Buy Me a Coffee: ⁠⁠⁠⁠https://buymeacoffee.com/outdoorminimalist⁠⁠⁠

Follow Proof of Coverage Media: https://x.com/Proof_CoverageConnor talks with Harry Dewhirst about 375ai's recent $10 million raise led by Delphi and Strobe, and their upcoming Token Generation Event (TGE) featuring the EAT token. They explore 375ai's cutting-edge hardware — the 375edge mini data center and 375go mobile app with over 250,000 users — and discuss how the company's buy-and-burn model, partnerships, and expansion plans are driving growth. Connor and Harry also touch on new devices like the 375street and Vault, and 375ai's role within the DePIN and Solana ecosystems, showcasing how it's reshaping the future of decentralized data.Timestamps: 00:00 - Introduction01:09 - Motivation Behind the Recent Fundraise02:36 - Overview of Supply Side Devices03:48 - Details on 375edge and 375go08:28 - Deployment Strategy for 375edge10:37 - Exploring Fractals and Crowdfunding Options12:21 - Future Hardware: 375street and Vault15:04 - Demand Side Use Cases and Partnerships17:34 - Token Economy and Value Accrual18:51 - Building on Solana and Community Support20:28 - Closing Thoughts and Future OutlookDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

The Trump administration is preparing to propose opening up federal waters in both the Atlantic and Pacific oceans for new oil drilling — a move that's expected to spark strong backlash from governors in coastal states across party lines and could specifically put California Governor Gavin Newsom in a tough political position. POLITICO's Ben Lefebvre breaks down this potential proposal, the political fallout ahead and if this is actually something the energy industry wants. Plus, the Interior Department announced on Thursday that it will take several steps to open up Alaska wilderness to drilling and mining. Josh Siegel is an energy reporter for POLITICO and the host of POLITICO Energy. Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Ben Lefebvre is the deputy energy editor at POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Our theme music is by Pran Bandi. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Excess Returns, we're joined by Rob Thummel of Tortoise Capital to discuss the critical intersection of energy and technology. Rob explains why “electricity is the new oil” as AI and data center demand reshape global power needs. We explore the future energy mix, investment opportunities across natural gas, nuclear, and renewables, and how investors can position for decades of transformation in the energy ecosystem.Topics covered:How AI is driving a new era of electricity demandThe evolving U.S. energy mix: oil, gas, nuclear, and renewablesWhy electricity is becoming the new oilThe scale of power needed to support AI and data centersOpportunities and challenges in renewables and battery storageThe resurgence of nuclear and the role of natural gasHow U.S. shale transformed inflation and global energy marketsEnergy infrastructure and why it offers steady returnsHow the TCAI ETF captures the “AI infrastructure” opportunityRisks and resilience of the U.S. power gridLessons from 30 years investing in energyTimestamps:00:00 Electricity is the new oil and the future of AI energy demand02:00 The evolving U.S. energy mix and global demand growth08:00 Why electricity, not oil, will power the next economic era11:00 How much power AI and data centers will need15:00 Can renewables meet rising energy demand?20:00 The comeback of nuclear and its challenges25:00 How U.S. shale changed global energy and inflation32:00 Why energy infrastructure is less volatile than commodities36:00 Inside Tortoise's new AI infrastructure ETF (TCAI)43:00 The rise of digital and electricity infrastructure plays45:00 How Tortoise evaluates investments and valuations49:00 The resilience and future expansion of the U.S. grid52:00 Closing lessons: contrarian investing and energy's importance

Chris Riegel reports the US leads in AI infrastructure, having over 5,000 advanced data centers, compared to China's 500. China lags due to chip bans, recognizing that data is the new oil.

How will we send memes when the world ends? This week, Oz and Karah recap the first ever World Humanoid Robot Games – the Olympics for Androids. Then, Oz explains why the US might be putting secret tracking devices inside shipments of advanced microchips. Karah explains a texting network built for the Apocalypse. And finally, on Chat and Me, how TikTokers are using ChatGPT to inspire their makeovers.Also, we want to hear from you: If you’ve used a chatbot in a surprising or delightful (or deranged) way, send us a 1–2 minute voice note at techstuffpodcast@gmail.com.See omnystudio.com/listener for privacy information.

Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly concentrated with just a handful of countries and companies dominating. As with oil in the previous century, chips sit at the center of geopolitics, great-power rivalry and trade, especially between the US and China. How did chips become some crucial and their supply chains so concentrated and what does it mean for all our futures? Our guest is economic historian Chris Miller, author of Chip War - The Fight for the World's Most Critical Technology, the New York Times best seller.