Podcasts about Nuno

The Garden - Bax, Spaniard and Nuno talk about movies and stories, and then you gotta hold on.  The Bax let the Axe drop on an old lady.  It's a whole thing! www.TheLifePodcast.net TheHooliganCorp@gmail.com  

We are still trying to convince Nuno to join a martial arts class. Did Sam Darnold prove anyone wrong, or did he just change the entire narrative? Dan Wetzel joins the show to explain why new prediction markets like Kalshi could be considered a huge conflict of interest and gray area for the future of sports, entertainment, and society. Myron hates court storming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno is considering getting in to Jiu-Jitsu, which apparently Myron Medcalf already tried and failed at. Also, have you ever been punched in the face? Then, Who Said It devolves when Myron is unable to identify a clip from a question he asked. Plus, Actress/Author/Entrepreneur/Model Kathy Ireland joins the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We are still trying to convince Nuno to join a martial arts class. Did Sam Darnold prove anyone wrong, or did he just change the entire narrative? Dan Wetzel joins the show to explain why new prediction markets like Kalshi could be considered a huge conflict of interest and gray area for the future of sports, entertainment, and society. Myron hates court storming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno is considering getting in to Jiu-Jitsu, which apparently Myron Medcalf already tried and failed at. Also, have you ever been punched in the face? Then, Who Said It devolves when Myron is unable to identify a clip from a question he asked. Plus, Actress/Author/Entrepreneur/Model Kathy Ireland joins the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We are still trying to convince Nuno to join a martial arts class. Did Sam Darnold prove anyone wrong, or did he just change the entire narrative? Dan Wetzel joins the show to explain why new prediction markets like Kalshi could be considered a huge conflict of interest and gray area for the future of sports, entertainment, and society. Myron hates court storming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno is considering getting in to Jiu-Jitsu, which apparently Myron Medcalf already tried and failed at. Also, have you ever been punched in the face? Then, Who Said It devolves when Myron is unable to identify a clip from a question he asked. Plus, Actress/Author/Entrepreneur/Model Kathy Ireland joins the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno is considering getting in to Jiu-Jitsu, which apparently Myron Medcalf already tried and failed at. Also, have you ever been punched in the face? Then, Who Said It devolves when Myron is unable to identify a clip from a question he asked. Plus, Actress/Author/Entrepreneur/Model Kathy Ireland joins the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We are still trying to convince Nuno to join a martial arts class. Did Sam Darnold prove anyone wrong, or did he just change the entire narrative? Dan Wetzel joins the show to explain why new prediction markets like Kalshi could be considered a huge conflict of interest and gray area for the future of sports, entertainment, and society. Myron hates court storming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

We are still trying to convince Nuno to join a martial arts class. Did Sam Darnold prove anyone wrong, or did he just change the entire narrative? Dan Wetzel joins the show to explain why new prediction markets like Kalshi could be considered a huge conflict of interest and gray area for the future of sports, entertainment, and society. Myron hates court storming! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno is considering getting in to Jiu-Jitsu, which apparently Myron Medcalf already tried and failed at. Also, have you ever been punched in the face? Then, Who Said It devolves when Myron is unable to identify a clip from a question he asked. Plus, Actress/Author/Entrepreneur/Model Kathy Ireland joins the show! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Unearth the hidden gems of the beer world and claim your free case here: www.beer52.com/ANALYTICS West Ham United are currently three points from safety, but taking 10 points from the last 15 has fundamentally changed the feeling around the club. This week on The West Ham Breakdown, Jack and Cal map out the tactical path forward following the high-intensity, high-pressure, and at times highly frustrating, performances against Manchester United and Burnley. While it was gutting to drop points to a last-minute equaliser at the London Stadium, Jack and Cal discuss why the Hammers are starting to look more than good enough to survive and are currently putting ginormous pressure on the teams above us. They discuss West Ham's seeming inability to kill off games after being robbed of 2 points against Man Utd, why bringing on Callum Wilson in a winning gamestate might be the worst possible option and whether Jarrod Bowen could be the answer. They debate Adama Traoré's cameo appearances so far since joining from Fulham, how Leny Yoro changed the game in favour of Man United and where Freddie Potts and Soungoutou Magassa fit into West Ham's a midfield unit carrying Nuno to safety. Timestamps: (00:00) West Ham 1-1 Manchester United: A frustrating draw(02:33) 10 points from 15: Putting pressure on the teams above us(09:20) Why we failed to hold on: Defensive solidity vs Inefficient chance conversion(14:40) West Ham's Forwards: Why subbing on Callum Wilson didn't work(17:39) How can West Ham hold onto winning positions?(25:56) Adama Traoré: Minutes vs Efficiency(29:26) Why did we have no counters in the first half?(33:43) Midfield Balance: Who should start in the middle?(42:02) Axel Disasi & Mads Hermansen: What they bring to West Ham's backline(49:25) Burnley 0-2 West Ham: Mastering control(52:42) Freddie Potts: How best to utilise him Please do leave us a review and subscribe to the podcast to catch every episode. Join us on Patreon: https://www.patreon.com/analyticsunited You can follow the pod (and our other work) on Twitter: Main: @AnalyticsUtd_ Jack: @jackelderton Cal: @WHU_Analytic Darcy: @futpysche Charlie: @ATopLad Theme music: "Emotional Chill Electronic Vlog Music | Sunset" by Alex-Productions (https://onsound.eu/) Promoted by: https://www.free-stock-music.com Creative Commons / Attribution 3.0 Unported License (CC BY 3.0) https://creativecommons.org/licenses/by/3.0/deed.en_US Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ander Iturralde da la bienvenida a Gonzalo Carol, además de a Óscar Portugal, para analizar todo lo que nos ha dado la jornada intersemanal de la Premier League...Comenzando por el triunfo del Liverpool en Sunderland y convirtiéndose así en el primer equipo visitante en ganar en el Stadium of Light esta temporada; una en la que el Manchester City continúa su irregularidad y esta vez tocó una apabullante victoria sobre el Fulham; mientras que infernal ha terminado siendo el paso de Thomas Frank por el Tottenham tras su triste final en una derrota más a manos del Newcastle; como a manos del Leeds el Chelsea volvió a sufrir y a no ganar pese a jugar uno de sus partidos mejores partidos de toda la temporada; cosa que no hizo el Manchester United y por eso el West Ham de Paco Jémez (y de Nuno) logró empatarle y casi ganarle para arruinar el objectivo de su aficionado el del pelo; mientras que ni un pelo de tonto tiene Andoni Iraola logrando reconducir al Bournemouth una vez más y esta vez superando al Everton en su casa; pero no fue el único entrenador vasco en ganar esta jornada después de que el Aston Villa de Emery doblegase al Brighton en el peor partido de la semana; pero que el último acto de Sean Dyche como entrenador del Nottingham Forest (cosa que no sabíamos a la hora de grabar) en su desesperante empate contra el Wolverhampton; aunque para desaparación la del Crystal Palace y Oliver Glasner al perder contra el Burnley de Scott Parker y mucho más.Escucha la versión completa de este episodio PREMIUM de 1:28:25 de duración, apoya a que Alineación Indebida pueda prosperar, accede a todo nuestro contenido premium y a nuestro server de Discord suscribiéndote por tan sólo 1.00$/1.00€ en: https://www.patreon.com/posts/150538636Además... Ahora, al suscribirte en nuestra página de Patreon, puedes escuchar todo nuestro contenido de Alineación Indebida Premium a través del siguiente link de Spotify. Sólo tienes que vincular la cuenta que abras en Patreon y, a partir de ahí, tendrás desbloqueado todo el contenido premium que producimos: https://open.spotify.com/show/6WeulpfbWFjVtLlpovTmPvSigue a Ander: https://x.com/andershoffmanSigue a Gonzalo: https://x.com/gonzalocarol29Sigue a Óscar: https://x.com/OscarP107Sigue al programa en Twitter: https://twitter.com/PodcastIndebidoSigue al programa en Instagram: instagram.com/podcastindebidoContacto: anderpodcast@gmail.com // alineacionindebidapodcast@gmail.com Hosted on Acast. See acast.com/privacy for more information.

#975 | Ed and Dharnish discuss United's 1-1 draw with West Ham. It's the first draw of the Michael Carrick era - second act - and Nuno's low-block caused plenty of challenges. Why were United so flat? Was it tiredness after a second game in three days or just too many players off their game? There's plenty of talk about Casemiro's role and how United might replace him, another strong Kobbie Mainoo performance, and an outstanding goal from substitute Benjamin Sesko. Could the Slovenian have started this one given West Ham's tactics? 00:00 Introduction  00:57 March Breakdown 03:50 Carrick's Strategy 09:55 Defensive Concerns 16:47 Casemiro's Role 22:46 Analyzing Player Performances 24:48 Transfer Market 29:34 Match Against Everton 37:42 Concluding Thoughts  If you are interested in supporting the show and accessing a weekly exclusive bonus episode, check out our Patreon page or subscribe on Apple Podcasts. Supporter funded episodes are ad-free. NQAT is available on all podcast apps and in video on YouTube. Hit that subscribe button, leave a rating and write a review on Apple or Spotify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Joana Marques apresenta-nos um herói: um pai de seis filhos, mas também activador de consciência colectiva, Nuno Kampos.

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

O ministro Gilmar Mendes, do STF, celebrou a vitória do socialista António José Seguro em Portugal e a derrota do candidato do Chega, André Ventura.Em postagem no X, o decano da Suprema Corte afirmou que o resultado "reafirma a tradição democrática de Portugal e a solidez de seus mecanismos institucionais de alternância de poder".Papo Antagonista é o programa que explica e debate os principais acontecimentos do   dia com análises críticas e aprofundadas sobre a política brasileira e seus bastidores.     Apresentado por Madeleine Lacsko, o programa traz contexto e opinião sobre os temas mais quentes da atualidade.     Com foco em jornalismo, eleições e debate, é um espaço essencial para quem busca informação de qualidade.     Ao vivo de segunda a sexta-feira às 18h.    Apoie o jornalismo Vigilante: 10% de desconto para audiência do Papo Antagonista  https://bit.ly/papoantagonista  Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br 

durée : 00:03:47 - 100% PSG - Le billet - Le PSG ne descend pas de son nuage après sa victoire 5-0 contre Marseille et peut remercier une nouvelle fois Nuno Mendes. Le latéral portugais, auteur d'une prestation XXL face aux Marseillais, semble au top physiquement et mentalement avant d'aborder les rencontres les plus décisives. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

It's all about VAR again, and Gregor is sick of it. But Tom Allnutt thinks the officials at Anfield got it right - so, time to do away with it or accept nothing is perfect?On the pitch City's fighting win keeps them in the title race, but Arsenal don't look they're feeling any pressure.Man Utd won again, is it the biggest mid season turn around ever? Does that mean Mainoo makes it to the World Cup?Eddie howe and Fabian Hurzeler were both booed by their own fans, fair?Thomas Frank is in the orange zone, his captain hasn't helped and forest are in serious trouble now, could Nuno even send them down...? Tom Clarke joins Tom Allnutt, Gregor Robertson and Alyson Rudd Hosted on Acast. See acast.com/privacy for more information.

The "human hurricane" has officially touched down in East London. For the absolute "pittance" of just £1 million, West Ham United have secured the signature of Adama Traoré, reuniting him with the man who once unlocked his most devastating form: Nuno Espírito Santo.In this episode, we break down why this deal is a "masterstroke" in an era of inflationary madness. We explore the tactical laboratory of Nuno's transition-heavy system and how it serves as the perfect environment for a player built like a heavyweight boxer (though, for the record, he's a compact 5'8" powerhouse rather than 6'4"—not that it stops defenders from bouncing off him!). From his 58% dribble success rate to the terrifying "marauding journeys" that turn defense into a Hammers attack in a heartbeat, we ask if this reunion can spark a fire at the London Stadium. Adama Traoré West Ham, Nuno Espírito Santo tactics, Premier League January transfers, West Ham transfer news, bargain football signings.

Le PSG a écrasé l'OM 5-0 au Parc. Une victoire historique ! En près de 112 matchs, jamais l'écart n'avait été si grand. Au terme du match, le Paris Saint-Germain fait plus que se rassurer et humilier son adversaire historique. Il reprend la tête de Ligue 1 et montre à nouveau ses grandes qualités : réactivité, intensité, efficacité. Avec un Dembélé des grands jours, un Nuno surpuissant et un Joao Neves au top, Paris gagne sans faillir, profitant à plein des largesses marseillaises. Avec Jean-Baptiste Guégan et ses deux compères, Sacha et Sylvain, faisons un retour sur ce match pas comme les autres. On vous dit tout sur les raisons qui ont poussé le PSG à surclassé son adversaire et sublimé un Parc des Princes en folie. C'est ici et nulle part ailleurs sur Paris United. -- CHAPITRES ---

John Bun Diddy- Bax, Spaniard, Nuno, and Ron sits in for the ride. Hold on as we ride through technical issues, new phones, a night in Hollyweird.  We saw Laurel and Hardy all in one...it's a whole thing. www.TheLifePodcast.net TheHooliganCorp@gmail.com  

Let me tell you something, brother! The Wondermaniacs have gatheted together after training, saying their prayers and eating their vitamins to build up their 24 inch pythons to discus the new Disney+ series Marvel's Wonder Man. Dax, Nuno and Greg break down each episode, discuss Wonder Man lore, the brilliance of Ben Kingsley, Hollywood behind the scenes and truly become Wondermaniacs. Check it out at the link below or download and subscribe wherever you find your favourite podcasts.

Michelle is wearing the same deodorant that Nuno wears. Is Giannis officially going nowhere at this trade deadline? Who do we want to win Super Bowl 61? Michelle Madness today is focused on Super Bowl traditions and we discuss if we actually like Super Bowl parties or not. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michelle is wearing the same deodorant that Nuno wears. Is Giannis officially going nowhere at this trade deadline? Who do we want to win Super Bowl 61? Michelle Madness today is focused on Super Bowl traditions and we discuss if we actually like Super Bowl parties or not. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michelle is wearing the same deodorant that Nuno wears. Is Giannis officially going nowhere at this trade deadline? Who do we want to win Super Bowl 61? Michelle Madness today is focused on Super Bowl traditions and we discuss if we actually like Super Bowl parties or not. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michelle is wearing the same deodorant that Nuno wears. Is Giannis officially going nowhere at this trade deadline? Who do we want to win Super Bowl 61? Michelle Madness today is focused on Super Bowl traditions and we discuss if we actually like Super Bowl parties or not. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michelle is wearing the same deodorant that Nuno wears. Is Giannis officially going nowhere at this trade deadline? Who do we want to win Super Bowl 61? Michelle Madness today is focused on Super Bowl traditions and we discuss if we actually like Super Bowl parties or not. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Phil, Jim, Pete and Mark Gower think Nuno's subs are sub-par and do a deep dive into how we stay up. Or don't. ⁠⁠westhampodcast.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@westhampodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Produced by Paul Myers and Mike Leigh  A Playback Media Production  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠playbackmedia.co.uk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Copyright 2025 Playback Media Ltd - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠playbackmedia.co.uk/copyright Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is it once again Arsenal's to lose? On the latest edition of Caught Offside, Andrew and JJ wonder if Manchester City and Aston Villa have swung the title race fully back in Arsenal's favor. Why does Pep have such a hard time with Spurs? Did Dominic Solanke just win a Puskas? And have Villa's xG overperformances finally caught up with them? Then, we dive into Manchester United's dramatic win against Fulham and Casemiro's importance to the team - does his upcoming exit make the mission clear for United in the summer transfer window? And how about Chelsea coming from 2 down to beat West Ham? While Rosenior gets the praise, JJ suggests that it was actually Nuno's errors that allowed it to happen.For even more Caught Offside content, get on over to Caught Offside Plus right now! In our most recent episode, we travel back in time to certain iconic soccer moments in an attempt to try and change the sport's history.To sign up, just go to https://caughtoffside.supercast.com! Once you have access to the premium feed, be sure to go back and check out our special "welcome episode" from June 24th, 2024 (we don't think you'll be disappointed)!And for all the latest merch, get over to https://caughtoffsidepod.com/ - IT'S REALLY COLD OUT! GET A WINTER HAT!---Reddit: https://www.reddit.com/r/CaughtOffsidePod/X: https://twitter.com/COsoccerpodInstagram: https://www.instagram.com/caughtoffsidepod/Email: CaughtOffsidePod@gmail.comYoutube: https://www.youtube.com/@caughtoffsidepod Hosted on Acast. See acast.com/privacy for more information.

Nuno says Staten Island Chuck is his GOAT over Punxsutawney Phil. How do we remember the Luka Doncic trade a year later? Evan, Michelle, and Courtney Cronin assess the two final head coach hires of this cycle. Why did the Vikings make a huge front office change so long after their season ended? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno says Staten Island Chuck is his GOAT over Punxsutawney Phil. How do we remember the Luka Doncic trade a year later? Evan, Michelle, and Courtney Cronin assess the two final head coach hires of this cycle. Why did the Vikings make a huge front office change so long after their season ended? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno says Staten Island Chuck is his GOAT over Punxsutawney Phil. How do we remember the Luka Doncic trade a year later? Evan, Michelle, and Courtney Cronin assess the two final head coach hires of this cycle. Why did the Vikings make a huge front office change so long after their season ended? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno says Staten Island Chuck is his GOAT over Punxsutawney Phil. How do we remember the Luka Doncic trade a year later? Evan, Michelle, and Courtney Cronin assess the two final head coach hires of this cycle. Why did the Vikings make a huge front office change so long after their season ended? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno says Staten Island Chuck is his GOAT over Punxsutawney Phil. How do we remember the Luka Doncic trade a year later? Evan, Michelle, and Courtney Cronin assess the two final head coach hires of this cycle. Why did the Vikings make a huge front office change so long after their season ended? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ander Iturralde da la bienvenida a Gonzalo Carol, Santi Bauzá y Rafa Pastrana para analizar toda la acción en la jornada de la Premier League...Comenzando por el empate que logró arrancar el Tottenham de las manos del Manchester City en la estelar legítima reaparición de Dominic Solanke; continuando por la remontada del Chelsea de Liam Rosenior sobre el West Ham de Paco Jémez (Nuno es secundario); por el Arsenal despedazando al Leeds a base de jugadas a balón parado y algún pase de Odegaard; el Nottingham Forest empatando con el Crystal Palace a través de una segunda parte de pura y dura resistencia de inferioridad numérica; cosa que no tuvo el Manchester United pero que igualmente casi ve desvanecida su victoria rescatada finalmente por Benjamin Sesko frente al Fulham; mientras que frente al Newcastle el Liverpool logró la mejor versión de sus estrellas para hacer un pequeño destrozo al exequipo de Isak; el Brighton y el Everton jugaron un partido de fútbol que terminó en empate y dejó a James Milner a ya un sólo partido de igualar a Gareth Barry; el Brentford logró una de sus victorias más impresionantes de la temporada a costa del Aston Villa; el Bournemouth logró despedazar a esa inocente jauría de lobos en Wolverhampton; en Championship se han ido entrenadores españoles; muchos fichajes y mucho más.Escucha este episodio sin censura y con escena pre y post-créditos, apoya que Alineación Indebida pueda prosperar, accede a todo nuestro contenido premium y a nuestro server de Discord suscribiéndote por tan sólo 1.00$/1.00€ en: https://www.patreon.com/posts/149719175Además... Ahora, al suscribirte en nuestra página de Patreon, puedes escuchar todo nuestro contenido de Alineación Indebida Premium a través del siguiente link de Spotify. Sólo tienes que vincular la cuenta que abras en Patreon y, a partir de ahí, tendrás desbloqueado todo el contenido premium que producimos: https://open.spotify.com/show/6WeulpfbWFjVtLlpovTmPv¡Volvemos el Jueves!Sigue a Ander: https://x.com/andershoffmanSigue a Gonzalo: https://x.com/gonzalocarol29Sigue a Santi: https://x.com/santi_bauzaSigue a Rafa: https://x.com/RafaPastrana7Sigue al programa en Twitter: https://twitter.com/PodcastIndebidoSigue al programa en Instagram: instagram.com/podcastindebidoContacto: anderpodcast@gmail.com // alineacionindebidapodcast@gmail.com Hosted on Acast. See acast.com/privacy for more information.

Canty is wondering why Nuno hasn't gotten him a baby gift. Where is Giannis most likely to land? Two of our hosts are rolling their eyes listening to Joe Brady insinuate he wasn't hired because of his relationship with Josh Allen. Chris Carlin joins the show to talk being boujee and his Steelers hiring Mike McCarthy. Evan gets a massive toe cramp and has to exit the studio due to the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Canty is wondering why Nuno hasn't gotten him a baby gift. Where is Giannis most likely to land? Two of our hosts are rolling their eyes listening to Joe Brady insinuate he wasn't hired because of his relationship with Josh Allen. Chris Carlin joins the show to talk being boujee and his Steelers hiring Mike McCarthy. Evan gets a massive toe cramp and has to exit the studio due to the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Canty is wondering why Nuno hasn't gotten him a baby gift. Where is Giannis most likely to land? Two of our hosts are rolling their eyes listening to Joe Brady insinuate he wasn't hired because of his relationship with Josh Allen. Chris Carlin joins the show to talk being boujee and his Steelers hiring Mike McCarthy. Evan gets a massive toe cramp and has to exit the studio due to the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Canty is wondering why Nuno hasn't gotten him a baby gift. Where is Giannis most likely to land? Two of our hosts are rolling their eyes listening to Joe Brady insinuate he wasn't hired because of his relationship with Josh Allen. Chris Carlin joins the show to talk being boujee and his Steelers hiring Mike McCarthy. Evan gets a massive toe cramp and has to exit the studio due to the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Canty is wondering why Nuno hasn't gotten him a baby gift. Where is Giannis most likely to land? Two of our hosts are rolling their eyes listening to Joe Brady insinuate he wasn't hired because of his relationship with Josh Allen. Chris Carlin joins the show to talk being boujee and his Steelers hiring Mike McCarthy. Evan gets a massive toe cramp and has to exit the studio due to the pain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno has been inspired to go to a one man show. Will we see all of the coaching openings filled by tomorrow? Also, which franchise is Sam Darnold success an indictment on the most: Jets, Vikings or Panthers? Do the Steelers deserve criticism for not going after him? Plus, the most UnSportsmanLike moments of the day! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the next domino going to be in the NFL's coaching carousel? ESPN NFL Insiders Dan Graziano & Adam Schefter join the show to discuss that and more. Then, Canty gives his top 5 teams that better get it right this offseason. Plus, Nuno updates everyone on the Doomsday Clock! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno has been inspired to go to a one man show. Will we see all of the coaching openings filled by tomorrow? Also, which franchise is Sam Darnold success an indictment on the most: Jets, Vikings or Panthers? Do the Steelers deserve criticism for not going after him? Plus, the most UnSportsmanLike moments of the day! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the next domino going to be in the NFL's coaching carousel? ESPN NFL Insiders Dan Graziano & Adam Schefter join the show to discuss that and more. Then, Canty gives his top 5 teams that better get it right this offseason. Plus, Nuno updates everyone on the Doomsday Clock! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the next domino going to be in the NFL's coaching carousel? ESPN NFL Insiders Dan Graziano & Adam Schefter join the show to discuss that and more. Then, Canty gives his top 5 teams that better get it right this offseason. Plus, Nuno updates everyone on the Doomsday Clock! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno has been inspired to go to a one man show. Will we see all of the coaching openings filled by tomorrow? Also, which franchise is Sam Darnold success an indictment on the most: Jets, Vikings or Panthers? Do the Steelers deserve criticism for not going after him? Plus, the most UnSportsmanLike moments of the day! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nuno has been inspired to go to a one man show. Will we see all of the coaching openings filled by tomorrow? Also, which franchise is Sam Darnold success an indictment on the most: Jets, Vikings or Panthers? Do the Steelers deserve criticism for not going after him? Plus, the most UnSportsmanLike moments of the day! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the next domino going to be in the NFL's coaching carousel? ESPN NFL Insiders Dan Graziano & Adam Schefter join the show to discuss that and more. Then, Canty gives his top 5 teams that better get it right this offseason. Plus, Nuno updates everyone on the Doomsday Clock! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the next domino going to be in the NFL's coaching carousel? ESPN NFL Insiders Dan Graziano & Adam Schefter join the show to discuss that and more. Then, Canty gives his top 5 teams that better get it right this offseason. Plus, Nuno updates everyone on the Doomsday Clock! Learn more about your ad choices. Visit podcastchoices.com/adchoices