Podcasts about Nvidia

Episode 772: Neal and Toby dive into the grumblings of a deal gone cold between OpenAI and Nvidia. Next, PepsiCo is trying to coax back shoppers by slashing the prices of its popular snacks. Also, PayPal's wilting profits behind its competitors has prompted for a CEO change. Meanwhile, Rome implements a fee to its famed Trevi Fountain to curb its overtourism. And, Walmart crosses $1 trillion dollars in market cap. Get your tickets for the Morning Brew Variety Show! https://tinyurl.com/MBvariety  Learn more about Sandals at sandals.com  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Creative teams struggle with approval bottlenecks and manual handoffs. Christine Royston, CMO at Wrike, explains how AI-led orchestration streamlines creative collaboration for 20,000+ companies including Airbnb and NVIDIA. She details automated approval routing systems that eliminate confusion over roles and responsibilities, centralized workflow management that keeps all reviews and commentary in one platform, and intelligent task orchestration that automatically routes work to the right people with clear deadlines.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aujourd'hui dans Silicon Carne on revient sur le Forum Économique Mondial de Davos 2026 où les déclarations des patrons de la Tech ont été explosives. Alors, qu'est-ce qu'ils nous ont dit sur l'avenir de l'IA, de l'emploi et de notre civilisation ?

PREVIEW FOR LATER TODAY Guest: David Shedd. Shedd criticizes allowing Nvidia chip sales to China, warning Beijing will reverse engineer this technology to enhance military and cyber capabilities against Western allies.FEBRUARY 1930

As SpaceX acquires xAI, all of Elon's companies under one umbrella is pretty much an inevitability isn't it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engaging in all of the sudden. And self-driving cars are about to be ubiquitous, indication number 37. Musk's SpaceX Combines With xAI at $1.25 Trillion Valuation (Bloomberg) SpaceX acquires xAI, plans to launch a massive satellite constellation to power it (ArsTechnica) OpenAI's Codex just got its own Mac app - and anyone can try it for free now (ZDNet) Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say (Reuters) Waymo Raises $16 Billion From Alphabet and Others to Expand (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Check out host Bidemi Ologunde's new show: The Work Ethic Podcast, available on Spotify and Apple Podcasts.In this episode, host Bidemi Ologunde traces four fast-moving global signals over the past week: the AI capital expenditure arms race led by Meta and Nvidia; the increasingly public rift between Saudi Arabia and the United Arab Emirates; a cross-border investment-scam takedown in South Africa involving Interpol; and Myanmar's deepening post-coup crisis flagged by the United Nations. What happens when tech spending starts to look like geopolitics? Can Gulf rivalry reshape conflicts far beyond the region? Are global scam-busting coalitions keeping pace with digital fraud? And what would real accountability look like in Myanmar's war-torn future?Email: bidemiologunde@gmail.comSupport the show

In our 'We officially don't care anymore' headline of the week.Mark Zuckerberg's ‘Wild' Dinner With Epstein Revealed in FilesJeffrey Epstein emails reveal extensive ties with top Goldman Sachs lawyerFormer Windows 8 boss recruited Epstein to help negotiate his messy Microsoft exitCBS News weighs firing Peter Attia in wake of Jeffrey Epstein emails - Bari Weiss reluctant to ax himJeffrey Epstein asked for Snow White costume weeks before Jes Staley emailBrad Karp Says He Regrets Interactions with EpsteinARMI board says it plans to review Kamen's ties to EpsteinElon Musk Emailed Extensively With Jeffrey Epstein, Asking to Visit His Notorious IslandDOJ Epstein release outlines ties with Boulder restaurateur Kimbal MuskGoogle co-founder [Sergey Brin] had long relationship with Maxwell and visited Epstein's islandEpstein Files Reveal Peter Thiel's Elaborate Dietary RestrictionsEpstein contacted women for Steve Tisch, co-owner of the GiantsEmails flesh out warm relationship between Epstein and Richard BransonCommerce Secretary Howard Lutnick planned a trip to Epstein's island in 2012The Tech Elites in the Epstein FilesReid Hoffman (2,658 Files)Bill Gates (2,592 Files)Peter Thiel (2,281 Files)Elon Musk (1,116 Files)Larry Page (314 Files)Sergey Brin (294 Files)Mark Zuckerberg (282 Files)Jeff Bezos (196 Files)Eric Schmidt (193 Files)DAMION1In our 'If Musk can manipulate the market with fake promises why can't I?' headline of the week. Nvidia's CEO says $100B pledge for OpenAI was 'never a commitment' ***************In our 'Anybody but Bob Chapek or a woman or a woman named Bob Chapek' headline of the week. Disney names parks boss Josh D'Amaro as its next CEO to succeed Bob IgerIn our 'Congratulations, shareholders—your vote has been forwarded to the Illusion of Control department' headline of the week. Reclaiming the vote. What the rise of pass-through voting means for banks*************** In our 'I'm not sure what all the fuss is about, he did say he would "listen closely" AND "guests want great design, real value and experiences that delight"' headline of the week. In his day one message, Target's new CEO ignored the elephant in the room. People noticed.*************** In our 'Forget those assholes, we're curing baldness' headline of the week. The Chan Zuckerberg Initiative cut 70 jobs as the Meta CEO's philanthropy goes all in on mission to ‘cure or prevent all disease'*************** In our 'But forget that shit, Go Seahawks!' headline of the week. Microsoft AI CEO says Moltbook shows how convincing AI can be mistaken for consciousness*************** In our 'Finally, a business model built entirely on who CEOs can control better' headline of the week. CEO of $1.25 billion AI company says he hires Gen Z because they're ‘less biased' than older generations—too much knowledge is actually bad, he warns*************** In our 'Asshole Oligarch finds an even less regulated jurisdiction than Texas' headline of the week. Elon Musk's SpaceX acquiring AI startup xAI ahead of potential IPO*************** In our 'Truth Has Side Effects' headline of the week. Pfizer CEO Albert Bourla's best leadership advice: Being optimistic is better than being right*************** In our 'Target CEO gives Seminar on Moral Silence' headline of the week. German FA slaps down proposal to boycott World Cup as Trump rebuke: ‘debates on sports policy should be conducted internally and not in public'*************** MATT1In our 'Report: Elon Musk will earn a 10% merger fee for negotiating with himself during merger talks' headline of the week. Elon Musk's SpaceX acquiring AI startup xAI ahead of potential IPO“My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space,” Musk wrote. Using my Musk calculator (which calibrates for the fact that Musk said in 2016 he would land on Mars in 2022, but now is shooting for 2030 but more like 2050, and also that we needed to colonize Mars immediately before the sun swallows the earth... in 2 billion years), that means AI space compute could be anywhere from 10 to 400 years awayIn our 'They somehow misspelled both "restauranter" AND "brother"' headline of the week. DOJ Epstein release outlines ties with Boulder restaurateur Kimbal MuskExperts predict the latest news will bring the vote down from 79% in favor to 76% in favor.In our 'CEO of company says he hires based entirely on sock color - "socks say more about a person than background, personality, education, or conversation every could"' headline of the week. CEO of $1.25 billion AI company says he hires Gen Z because they're ‘less biased' than older generations—too much knowledge is actually bad, he warnsIn our 'After trying waterboarding, tickling, and ACTUAL blackmail, Albert Bourla says he preferred psychological torture to incentivize his workers' headline of the week. Pfizer CEO says he used ‘emotional blackmail' to get employees to achieve impossible goals during COVID-19All around the office, Bourla put up signs that read, “Time is life.” On several occasions, employees came to him to say there would need to be a delay of several weeks in meeting deadlines. In response, Bourla asked them to calculate how many people would die during the additional weeks they requested.In our 'BIG ANNOUNCEMENT: New Target CEO says Target loves gays and brown folk, hates ICE, and is officially rebranding as "Tar-jay" in new statement' headline of the week. Target just made a big change this weekend. Here's what to knowFiddelke's big move list: Leading with merchandising authority, Elevating the guest experience, Accelerating technology, Strengthening our team and communities. "In the weeks ahead, my focus is simple: listen closely, move with clarity and urgency, and lead with purpose"In our 'This is not the company I signed up for' headline of the week. Employees say Target is MIA in Minneapolis: 'This is not the company I signed up for'"This is what leadership I want to follow looks like," the Target worker said of Patagonia's statement. - CEO Ryan Gellert wrote: This has been a moment of incredible pain for so many. The shootings of Renée Good and Alex Pretti happened about 20 minutes from our St. Paul store, a location that's been part of the community for 21 years. It's part of a tragic pattern that has seen U.S. citizens snatched by federal agents and shipped to facilities far from friends and family, and children as young as five detained, all with ever-shifting explanations and overheated rhetoric that changes with each passing news cycle. Tragically, it is not just Minneapolis that is affected. We are witnessing the militarization of our cities, the expansion of unchecked enforcement power, and a pattern of violence that disproportionately targets the most vulnerable communities and populations.In our 'We can finally go from 99.8% of directors winning elections to 99.9% of directors winning elections' headline of the week. Reclaiming the vote. What the rise of pass-through voting means for banksIn our 'Gus, good news. You've been promoted. We will now refer to you as the "in house proxy voting system". No no, it comes with no new responsibilities - we know you're busy ordering the office supplies. No, this is actually LESS responsibility. Just find the "FOR" button for every director, and "AGAINST" button for everything from an investor. Got it? Congratulations! It also comes with no extra pay!' headline of the week. Wells Fargo switches to in-house proxy voting systemWIM will determine proxy votes for these assets using a policy and set of instructions it has developedIn our 'Not to be outdone, the Trump administration is looking into inventing a new type of energy they call "hot star energy"' headline of the week. The Amount of New Solar Power Production Capacity China Is Manufacturing Is Legitimately Mind-BlowingIn our 'Men say Call of Duty: Black Ops 7 and ChatGPT conversations that convinced them they had a "revolutionary idea" about beer koozies were the number 1 reason they let their wives do the caregiving and childcare last year according to new data' headline of the week. Women say caregiving and child care costs are the No. 1 reason they quit the workforce last year, according to new data

NVIDIA va a hacer otra megainversión en OpenAI no por convicción, sino por necesidad. Su valoración depende de mantener viva la narrativa.Loop Infinito, podcast de Xataka, de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.Contacto:

Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025? Karl Thiel, Tom King, and Tim Beyers discuss: - Slow rolling chaos at FDA and its effects on drug approvals. - How to think about risk when investing in biotech. - Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST). Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: RGNX, LLY, NVO, TWST Host: Tim Beyers Guests: Karl Thiel, Tom King Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

More than 1 million AI agents joined a no-humans-allowed social network. Fun? Or Dangerous?

Oracle planning to raise up to $50 billion for its AI infrastructure build, as Nvidia's deal with OpenAI seems to still be on the table. Why the move could be the semi giant's largest investment ever, and how the AI financing headlines will impact the artificial intelligence race. Plus Gold, Silver, and Bitcoin volatility rattling Wall Street, but Evercore's Julian Emanuel isn't letting the swings sour his bull case. Why he still sees the S&P climbing despite the commodity and crypto crunch.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/4qULYQz In this edition of Dividend Cafe, David provides a market update from an unconventional setting at JFK airport. He discusses January's market rotation, with a spotlight on small cap and value stocks outperforming large cap and growth stocks. Key sectors such as energy, materials, and consumer staples are highlighted, alongside underperformers like technology and communication services. Bahnsen reviews Bitcoin's decline, diverging trends in gold and silver, and significant movements in major indices and the bond market. Additionally, it covers notable corporate news related to AI funding, Oracle's significant capital raise, potential shifts in Nvidia's investment in OpenAI, and positive developments in the ISM manufacturing index. David also touches on declining rent prices and previews an upcoming detailed analysis on Kevin Warsh's Federal Reserve Chair nomination in the next Dividend Cafe episode. 00:00 Introduction and Travel Update 00:46 January Market Highlights 01:29 Sector Performance and Market Rotation 02:47 Bitcoin and Gold Analysis 04:14 AI and Tech Industry News 05:49 Economic Indicators and Housing Market 06:52 Upcoming Federal Reserve Analysis 07:33 Oil Market and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

M.G. Siegler of Spyglass is back for our monthly tech news discussion. M.G. joins us to discuss Moltbook, the new Reddit-style social network where 150,000 AI agents are chatting, upvoting, and even proposing their own private language to keep humans out. Tune in to hear whether this is a preview of the singularity or just elaborate role-play—and why the security vulnerabilities are genuinely concerning. We also cover NVIDIA quietly backing away from its $100 billion OpenAI deal, Apple's record quarter that Wall Street shrugged off, and OpenAI's race to IPO before Anthropic (with Elon potentially beating them both). Hit play for a conversation about where AI is heading and what it means when the bots start talking to each other. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name this morning... and David Faber's latest reporting on news out of Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew and Ben discuss Korean stocks getting smashed, the potential government shutdown, and the AI funding mess. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

We discuss what the month ahead could look like for the market with Solus' Dan Greenhaus, Requisite Capital's Bryn Talkington and Northwestern Mutual's Matt Stucky. Plus, the future of an AI deal between Nvidia and OpenAI is now in question. Alex Kantrowitz from Big Technology – alongside Kristina Partsinevelos and Kate Rooney – tell us what's at stake. And, Stempoint's Michelle Ross tells us where she is finding opportunity in the biotech space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equity futures is under pressure with S&P lower. Bonds firmer, which sees US 10-year yield down 4 bps at 4.2%. Dollar is easier versus yen, firmer elsewhere with biggest move against Aussie. Gold is selling off sharply, leaving it 20% below Thursday's record high level. Oil down more than 5%. Industrial metals broadly lower. Bitcoin is weaker. Commodity volatility is the big market-moving story as gold and silver tumble, extending Friday's plunge, where gold experienced its biggest daily drop in decades and silver suffered record decline. Dollar's rebound on Kevin Warsh's nomination as Fed chair is mentioned as downside catalyst though magnitude of selloff has brought more focus on very crowded longs and speculative froth being fueled in part by Chinese traders. Moves being made to curb frenzy with CME sharply raising gold and silver margins while some Chinese banks hiked minimum investment amount for gold accumulation services.Companies Mentioned: NCC, Nvidia, Ford Motor, Xiaomi

Nathan Lambert and Sebastian Raschka are machine learning researchers, engineers, and educators. Nathan is the post-training lead at the Allen Institute for AI (Ai2) and the author of The RLHF Book. Sebastian Raschka is the author of Build a Large Language Model (From Scratch) and Build a Reasoning Model (From Scratch). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep490-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/ai-sota-2026-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact SPONSORS: To support this podcast, check out our sponsors & get discounts: Box: Intelligent content management platform. Go to https://box.com/ai Quo: Phone system (calls, texts, contacts) for businesses. Go to https://quo.com/lex UPLIFT Desk: Standing desks and office ergonomics. Go to https://upliftdesk.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex CodeRabbit: AI-powered code reviews. Go to https://coderabbit.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:39) – Sponsors, Comments, and Reflections (16:29) – China vs US: Who wins the AI race? (25:11) – ChatGPT vs Claude vs Gemini vs Grok: Who is winning? (36:11) – Best AI for coding (43:02) – Open Source vs Closed Source LLMs (54:41) – Transformers: Evolution of LLMs since 2019 (1:02:38) – AI Scaling Laws: Are they dead or still holding? (1:18:45) – How AI is trained: Pre-training, Mid-training, and Post-training (1:51:51) – Post-training explained: Exciting new research directions in LLMs (2:12:43) – Advice for beginners on how to get into AI development & research (2:35:36) – Work culture in AI (72+ hour weeks) (2:39:22) – Silicon Valley bubble (2:43:19) – Text diffusion models and other new research directions (2:49:01) – Tool use (2:53:17) – Continual learning (2:58:39) – Long context (3:04:54) – Robotics (3:14:04) – Timeline to AGI (3:21:20) – Will AI replace programmers? (3:39:51) – Is the dream of AGI dying? (3:46:40) – How AI will make money? (3:51:02) – Big acquisitions in 2026 (3:55:34) – Future of OpenAI, Anthropic, Google DeepMind, xAI, Meta (4:08:08) – Manhattan Project for AI (4:14:42) – Future of NVIDIA, GPUs, and AI compute clusters (4:22:48) – Future of human civilization

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Stop losing the AI revenue multiplier game. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this episode, Jay McBain reveals why focusing solely on consumer AI hype is a massive mistake that causes businesses to miss the real opportunity: the 99% of business data currently sitting in cold storage. We discuss the critical shift toward “Agentic AI” and integrations, where the real money lies for partners—moving from a standard transaction to a $3 to $7 multiplier effect. Jay also issues a stark warning about the “book of failure” waiting for companies that refuse to adopt a platform mindset, explaining why you can’t hire your way out of the talent shortage and must embrace the seven-partner ecosystem to survive the next decade. https://youtu.be/RXRJW027Qz8 https://youtu.be/RXRJW027Qz8 Key Takeaways Partners can unlock a $3 to $7 multiplier on every dollar of Microsoft revenue by focusing on the full customer journey. 99% of the world’s business data is not yet trained into models, representing the massive “Agentic AI” opportunity. The talent shortage is forcing end customers to outsource because they cannot compete with hyperscalers for AI skills. Integration is now the number one buying criteria for modern customers, necessitating a platform approach. We are overestimating the AI change in two years but vastly underestimating the transformation coming in ten years. Your visible pipeline may be less than 10% of your total addressable market because you aren’t seeing the 28 moments before a sale. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Agentic AI, AI Multiplier, Cold Storage Data, Business Integration, Jay McBain, Platform Economy, Ecosystem Strategy, Managed Services, Co-selling, Hyperscaler Partnerships, Talent Shortage, Magnificent Seven, Digital Transformation, 28 Moments, AI Governance. Transcript: [00:00:00] Jay McBain: And getting from one to two to $3 a multiplier. So if Microsoft wins a hundred thousand dollars, I win $300,000 at 75% margin. And a sticky customer that’s gonna continue to enrich every 30 days forever. [00:00:16] Vince Menzione: I want to double click here. You talked about ag agentic technology and ai. I just wanna go back in on this. [00:00:21] Vince Menzione: So where is the money? Where’s the real money for the partners that are, that are participating? Microsoft? We’ll talk to Microsoft about Frontier Firm in a little while, but is it on advisory? Is it on build? Is it on managed services or ongoing optimization? Of the, of the stack. Where, where is it? [00:00:36] Jay McBain: Yeah. All the above. [00:00:37] Vince Menzione: All of the above. [00:00:38] Jay McBain: So Microsoft is famous for, you know, $8 and 45 cents of multiplier. We’ve written probably three dozen of these reports. Just this year. So whether you’re in a cyber platform, whether you’re in a hyperscaler platform, big SaaS platform, the first thing the CEO does when they get on CNBC or they get, uh, on their keynote in Vegas is say, Hey, you know, you can make $7 and 5 cents. [00:01:01] Jay McBain: You can make $7 and 13 cents, and here’s where it’s. This percentage of it is in consulting advisory. This percentage is in design and architecture, implementation, integration, managed services. This is how much, it’s a small little slice in procurement. If you wanna resell, that’s fine, but here is the opportunity and there’s no customer on the planet that’s gonna outsource seven to one. [00:01:23] Vince Menzione: Right? [00:01:23] Jay McBain: You know, it’s not advisable that anyone hands over the keys. You have to have some insourced talent Absolutely. To keep the thing running. But what would’ve been in the past, maybe one to one, or you know, two to one, is quickly becoming three to one to say that I can’t find, as an end customer, the AI talent to do this. [00:01:43] Jay McBain: I can’t find the cyber talent. I can’t find the infrastructure talent. I, I can’t find the talent. Even if I did, I can’t compete with these magnificent seven. I can’t compete with these big partners in terms of what they can pay. So now my ability, and now a younger buyer, majority buyer, now being a millennial loves a team sport. [00:02:02] Jay McBain: So they don’t mind this outsourcing of talent where they need it, and that’s why there’s seven partners around the table. But in this multiplier effect, the biggest opportunity for partners is not a specific skill or not a specific part of the journey. It’s actually understanding this multiplier and better serving the customer. [00:02:20] Jay McBain: Through before, during, and after the transaction and getting from one to two to $3 a multiplier. So if Microsoft wins a hundred thousand dollars, I win $300,000 at 75% margin. And a sticky customer that’s gonna continue to enrich every 30 days forever. [00:02:38] Vince Menzione: I love that. Uh, we can talk all day about ai. There’s a couple things specifically though, but what is the one missed? [00:02:45] Vince Menzione: Conception that partners have about Agen, AI’s impact on go-to market? [00:02:50] Jay McBain: Well, the misconception I can broadly at this point is that all of the hype cycle in the first, you know, two to three years of build out has been all consumer. [00:02:58] Vince Menzione: Yeah. [00:02:59] Jay McBain: So, Nvidia being the richest company and you know, Elon Musk becoming the richest person and all the changes that are happening and you know, how, how the world’s mostly it’s a consumer story. [00:03:08] Vince Menzione: It is. [00:03:09] Jay McBain: You know, Chachi PT became the fastest growing product in history. And you know, to the point of having 850 million, you know, daily users. Crazy. You know, just in a couple of years we’ve all changed our behavior from going to do a search and getting a bunch of links and then clicking the links to try to find the answer to answer first. [00:03:25] Vince Menzione: Yeah. [00:03:26] Jay McBain: And you start to think now through the business side of it, 99% of world’s business data has yet to be trained or tuned into models. 83% of it sits in cold storage at the edge. So I, I always tell the story. I mean, probably the most likely story in our industry is when you get your flight canceled and now you’ve got this chat bot [00:03:45] Vince Menzione: Yeah. [00:03:45] Jay McBain: You know, that comes and cancels your flight and is very empathetic, you know, feels really bad for you, but it can’t do anything. [00:03:52] Vince Menzione: No. [00:03:53] Jay McBain: So what I would like as a consumer when you do that, is to go download my 53 years of flying and understand what kind of flyer I am. ’cause I could be the, you know, we’re sorry we canceled your flight. [00:04:05] Jay McBain: We’ve already got a Marriott night for you and an Uber waiting at the curb and we’ll have you back here at 5:00 AM for the next available flight. Or you happen to be like me. We’re gonna get you on a flight. You gotta run across the airport. But we got a flight, you know, waiting to go and that’ll get you about six hours away from your home and your kids. [00:04:24] Jay McBain: We already have a hertz rental waiting. Yeah. And you’re gonna drive that six hours, but you’re gonna be home, you know, to take your kids to school tomorrow. Exactly. So that’s the business data. And that goes to finance, that goes to pharmaceutical. I mean, it goes into every industry, but if that chat bot got access to the business data and being able to act on a richer set of data about you personally, and then became AG agentic. [00:04:46] Jay McBain: Again, I don’t want to go to Marriott. I don’t wanna go to Uber. I don’t wanna go to Hertz. There’s a thousand permutations in a canceled flight and I, and I, you know, wanna notify my family and there’s so many things going on that age Agentic work becomes everything, which I love it, by the way, in our partnership term is called integrations. [00:05:03] Vince Menzione: Yeah. [00:05:04] Jay McBain: Our buyers now in integration, first buyer, it’s their number one criteria and every company thinking through their adjacencies. Including technology companies have to be the most integrated of their set of competitors. [00:05:17] Vince Menzione: So we need to get this part right. [00:05:19] Jay McBain: We have to get this part right. [00:05:20] Vince Menzione: What do you think, what do you think the time horizon is for that? [00:05:23] Vince Menzione: When are we gonna, when are we gonna see that chat bot that comes back and says, Jay, I’ve rebooked your flight. I’ve got the Hertz rental car ready for you. I’ve notified Michelle and the kids, and here you go. [00:05:33] Jay McBain: Yeah. Well for me that’s a 10 year horizon. [00:05:36] Vince Menzione: Okay. [00:05:37] Jay McBain: I mean, the biggest problem is no airline right now. [00:05:39] Jay McBain: No company right now wants to open up their cold storage and, you know, forklift it up into. You know, a consumer level, large language model. Yeah. So the security isn’t set yet. The governance, the compliance, the risk, all the different things. Nobody wants to be first, uh, in, in that area. So we’re running little pilots. [00:05:59] Jay McBain: The pilots, you know, aren’t converting into production at the level we want. But that, that, that goes back to the Bill Gates quote. You know, we tended to overestimate what would happen in two years. Two years, but we’re absolutely underestimating what’s gonna happen in 10. [00:06:12] Vince Menzione: Yeah. [00:06:13] Jay McBain: This has been the fastest growing industry for 50. [00:06:15] Jay McBain: It’s going to be for the next 10 guaranteed, but probably for the next 20 to 50 as well. And, and this is that stage of how do you start to make these integrations? If you go to the platform slide, this is the, you know, I, I tried to think through the, what would the book read when, when 53% of companies that we know and love today fail. [00:06:36] Jay McBain: Somebody writes the book, you know, they invented the thing that killed them or they, you know, as mismanagement or whatever, it’s, you know, the book always starts, you blame the CEO for the first chapter. You blame the board fiduciary responsibility in the second chapter, but now you got like eight more chapters to write. [00:06:51] Jay McBain: I think the answer is here. [00:06:53] Vince Menzione: I [00:06:53] Jay McBain: agree. Winning in the AI era is platforms. Big platforms working with other platforms up on the upper right, the integrations. Yep. That’s the number one criteria. It’s the airline working with all the different pieces. It’s the real estate agent working with all the different pieces the bank working with. [00:07:11] Jay McBain: All our lives all become interconnected, and these agents start working side doors and back doors on our behalf. Before we ever know we need them before the flight’s even canceled. [00:07:20] Vince Menzione: Yeah. [00:07:21] Jay McBain: And then the seven partnerships, the services and channel partnerships. If you’re in cybersecurity, 91.6% of it goes through the channel. [00:07:30] Jay McBain: That’s how it’s transacted. You need channel partnerships, but you also need partnerships with the other six partners around the table. You’re not just gonna win without one reseller. You are gonna have to build the other partnerships. So to get to the two or three, that’s the services and channels you have to win In alliances, this is a big part of ultimate partnerships. [00:07:47] Vince Menzione: Yes. [00:07:47] Jay McBain: Is winning with the hyperscalers, winning with the SaaS companies, winning on these marketplaces, winning with the big cyber platforms, distribution platforms. These bigger platforms are starting to take shape and this is what they look like working well. And you could compete tooth and nail in the morning. [00:08:03] Jay McBain: And be best friends by the afternoon. [00:08:04] Vince Menzione: Your frenemies. [00:08:05] Jay McBain: Your frenemies. Yeah. And then finally it all comes to go to market. You got these 28 moments before a sale and somebody is earning and winning those moments. And in the majority of cases, you’re never gonna see these moments. And that’s why your pipeline is less than half of your TAM and maybe less than 10% of your tam. [00:08:23] Jay McBain: ’cause you just don’t have visibility to where your buyers are. But the more partners, the seven partners that you connect to. You’re gonna start to see them and the more technology and more agentic technology that you connect, you don’t want humans filling out deal registration forms. You don’t want humans calling other humans. [00:08:40] Jay McBain: You want all of this being shared. The more of this you do in go to market, the co-selling, the co-marketing, co-innovation, all of this comes together. This is the rest of the book. If the companies today in every industry aren’t driving a platform in their own industry. They’re going to probably fail. [00:08:58] Vince Menzione: Absolutely. You know, we talk about situational awareness in an account. You talk about the seven seats at the table. The customer is talking to all these companies. You may not know about it. You think you’re, you’re dominant in the account, and they’re relying on all these decision makers that I think you said 6.3 is the actual number, right? [00:09:13] Vince Menzione: Yeah. Uh, analysis wise, how many. Organizations are part of that trusted group. You need to go influence all of those. You need to build the co-develop co, co-create with those organizations as well. And you need to be thinking about the whole ecosystem. This ties into this conversation about the decade of the ecosystem. [00:09:30] Vince Menzione: You know, you’ve been talking about it since 2020, maybe a little bit before. I think you might’ve even in this podcast studio. It might have been one of the first times we talked about the decade of the ecosystem. It really feels like this is the moment that all of this comes together. Maybe this slide defines why organizations need to think ecosystem and not vendor channel, if you [00:09:49] Jay McBain: agree. [00:09:50] Jay McBain: Yeah. And there’s a couple of, you know, companies and more than a couple that kind of have this slide posted in the CEO’s office. [00:09:58] Vince Menzione: Yeah. Should be. [00:09:59] Jay McBain: Every [00:09:59] Vince Menzione: CEO should be, and uh, every CEO should see this. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. [00:10:10] Vince Menzione: This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate. Setting, we can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property. [00:10:32] Vince Menzione: And, uh, we’d love to have you join us. Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

PLEASE SIGN UP ON PATREON, EVEN IF IT'S FOR FREE! Posting everything here has become a burden, and if you're only listening to this feed you probably aren't getting all of the episodes. Sign up now at Patreon. It’s two podcasts (Pod Yourself and the Frotcast) for the price of one! Patreon dot com slash frotcast! This episode is free, but $5 a month gets you all the premium ones (usually at least two a week!).  The penguin meme- Where does it come from? What does it mean? What message is the Trump administration trying to convey by sharing it? Is electing a president whose brain has been turned to beef stew by the internet good? Answers to one or two of these questions, and MORE…on this week's Frotcast! Vince shows us why Up**xx made him expendable: so they could use that money to hire Will.I.Am. The erstwhile Black Eyed Pea was recently seen lecturing Arizona State students on why they need to buy an Nvidia processor to host their own AI that will work [citation needed] for them so they can at least profit from being replaced by AI. Well well well, looks like Mr. Fancy Pants Mancini did himself a fat lot of good going Ivy League, he could have been banging strippers (present and future) and programming a digital slave in Tempe! Ilhan Omar got sprayed with apple cider vinegar by some weird old dude and she almost beat his ass lol. Dude's brother also called him a piece of shit in the newspaper and everything. Let's just ignore what this may say about our current state of affairs in America or what it portends, and just enjoy one of life's simple pleasures, pointing and laughing at a buffoon. Finally, cuck ethics- watch us turn into right wing influencers in real time as we discuss a true cuckolding situation that plays out in the pages of the failing New York Times. That will be 400,000 dollars, comrades. Matt also tells a story about taking an injured Loon to an animal rescue, but I'm not sure what the point was.

Have open-source AI agents finally gone mainstream? This week on Mixture of Experts, host Tim Hwang is joined by Kaoutar El Maghraoui, Marina Danilevsky and Aaron Baughman. First, we dive into Moltbot (formerly Clawdbot), the open-source AI agent that's sparked a buying frenzy of Mac minis. What makes this agent different? Next, Anthropic CEO Dario Amodei is back with another essay, this time on AI's “adolescence.” Then, the Grammys are this weekend, we chat about IBM's AI-powered trivia experience, GRAMMY IQ. Aaron takes us through how the team scaled using AI agents, plus how to win tickets to the 2027 Grammys. Finally, Microsoft unveils Maia 200, their latest inference chip claiming 30% cost savings over NVIDIA. What does vertical integration mean for AI chip wars? All that and more on this week's Mixture of Experts. 00:00 – Introduction 01:11 – Moltbot (Clawdbot): Open-source agent revolution 12:59 – Dario Amodei's "Adolescence of Technology" essay 25:51 – IBM Grammy IQ: AI-powered trivia at the Grammys 35:05 – Microsoft Maia 200: The inference chip wars heat up The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts Play GRAMMY IQ → https://ibm.biz/BdpdYH

Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years.Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic.To keep up with the Exponential transition, subscribe to this channel or to my newsletter: https://www.exponentialview.co/-----At Davos 2026, the mood was unlike any previous World Economic Forum gathering. With Donald Trump arriving amid escalating geopolitical tensions and European leaders sounding alarms about sovereignty, I recorded live dispatches from the ground. In this special episode, I bring together observations from four days at the annual meeting, tracking the seismic shifts in global order alongside the practical realities of AI adoption in the enterprise.Skip to the best bits:(00:38) Day one at Davos(02:10) Three recurring themes through the week(03:55) Day three at Davos(05:12) Mark Carney's stirring speech(05:52) Why European leaders are sounding the alarm(06:51) Why technological sovereignty just became urgent(09:31) Day four at Davos(12:59) What leaders really have to say on AI adoption(14:07) The case for only using open source modelsWhere to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azhar/Twitter/X: https://x.com/azeemProduction by supermix.io and EPIIPLUS1. Production and research: Chantal Smith and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Check out the Spawncast Network: https://www.patreon.com/Spawncast Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave #Sony #PS5

Alyss Noland, who works on Cloud Dev Ecosystem at Nvidia, is back on the show to talk about building software with AI when you're not a real developer. Alyss runs a program that gives AI startups access to Nvidia GPUs and uses AI tools herself to build production software at Nvidia. Corey and Alyss discuss using AI to help curate newsletters without actually writing them, why humans still need to check everything, and the weird reality of people developing relationships with chatbots. Show Highlights: (01:34) What Alyss Does at Nvidia(05:44) When AI First Worked for Corey(07:34) Building Internal Tools vs Using AI(10:39) Using AI to Help Write Last Week in AWS (13:43) DGX Cloud Innovation Lab (17:11) Building Production Software with AI (20:48) The Future of SEO (25:24) Using AI as a Writing Assistant (29:51) closing remarksLinks:Alyss's LinkedIn: https://www.linkedin.com/in/alyssnoland/Alyss's Personal Website: https://dev.to/preciselyalyssSponsored by: duckbillhq.com

France's decision to discontinue American collaboration platforms such as Zoom and Microsoft Teams for government use—replacing them with the domestically developed Vizio platform—signals a shift toward digital sovereignty and data control within regulated jurisdictions. This move, formalized as part of France's Suite Numerique and to be implemented by 2027, highlights the increasing fragmentation of technology policy where national governments assert authority over platform selection and sensitive data handling. The development underscores operational risk for MSPs and IT service providers as assumptions of technology homogeneity across regions become unreliable.Supporting these shifts, South Korea enacted the world's first comprehensive AI legislation, requiring mandatory labeling of AI-generated content and risk assessments for high-impact systems, such as those in hiring and healthcare. According to the transcript, 98% of AI startups in South Korea report they are not prepared for compliance. Both developments reveal a pattern: early regulatory efforts tend to produce vague requirements, unclear enforcement, and real operational complexity. Providers operating in multiple jurisdictions must now anticipate compliance fragmentation and increased overhead as regulatory regimes diverge.Additional analysis focused on the continued evolution of the managed services stack, particularly through the lens of AI and workflow automation. Companies like Thrive are investing in enterprise platforms that embed AI-driven reasoning within workflow tools, shifting coordination away from traditional PSA ticketing systems. Meanwhile, integrations such as Quark Cyber with ScalePad's Lifecycle Manager X, and new partnerships between ServiceNow, TeamViewer, Anthropic, and OpenAI, illustrate a market splitting between providers focused on standardization and those managing more complex, enterprise-like environments. Microsoft's financial results further highlighted this trend, with record capital expenditure on AI infrastructure and increased reliance on proprietary chips to reduce dependency on external vendors like Nvidia and OpenAI.For MSPs, these developments raise practical governance and accountability questions. Shifts in regulatory authority and technology platforms create increased risk exposure for providers that do not proactively manage cross-jurisdictional compliance and secure defaults. Vendors are tightening control over platforms as AI becomes central to product architecture, often prioritizing internal risk management over shared upside with partners. Providers that fail to enforce robust data governance, understand cost drift, or plan for architectural lock-in are positioned less as strategic advisors and more as absorbers of client and vendor risk.Four things to know today00:00 France's Platform Ban and South Korea's AI Law Show Regulation Catching Up to Technology04:23 AI Is Reshaping the MSP Tool Stack as Thrive, ServiceNow, and ScalePad Take Different Paths07:37 Microsoft's SMTP AUTH Delay and CISA's AI Slip Show the Risk of Optional Security ControlsAND10:26 Earnings Show Microsoft Turning AI From Feature to Infrastructure as Partner Risk GrowsSponsored by: TimeZest 

This episode of Options Boot Camp dives into one of the most significant shifts in the equity markets: the arrival of 0DTE (Zero Days to Expiration) options for single stocks like Nvidia, Tesla, and Apple. While the excitement is high, hosts Mark Longo and Dan Passarelli highlight a critical technical risk that many retail traders overlook—Contra-Exercise. Episode Summary The "0DTE era" has officially expanded beyond cash-settled indices like the SPX. With single-name equity options now listing for Mondays, Wednesdays, and Fridays, traders face a new logistical hurdle: physical settlement. Unlike cash-settled indices, equity options result in the delivery of actual stock, making the after-hours window a potential minefield for "pin risk" and unexpected assignments. Key Discussion Points: The 0DTE Expansion: Why names like IBIT, NVDA, and TSLA are joining the zero-day fray and what it means for market volatility. Understanding Contra-Exercise: The mechanics of the "Do Not Exercise" (DNE) order and how to force the exercise of out-of-the-money options. The After-Hours Window: Why the 4:00 PM ET close isn't the end of your risk, and how news after the bell can trigger "ghost" assignments. Broker Deadlines: A breakdown of how different brokers handle the cutoff times for contra-instructions. Risk Management: Why the "best case scenario" is almost always closing your position before the closing bell. Go to tastytrade.com/podcasts and see why Investopedia named tastytrade the best broker for options in 2024. Genius loves company.

This episode of Options Boot Camp dives into one of the most significant shifts in the equity markets: the arrival of 0DTE (Zero Days to Expiration) options for single stocks like Nvidia, Tesla, and Apple. While the excitement is high, hosts Mark Longo and Dan Passarelli highlight a critical technical risk that many retail traders overlook—Contra-Exercise. Episode Summary The "0DTE era" has officially expanded beyond cash-settled indices like the SPX. With single-name equity options now listing for Mondays, Wednesdays, and Fridays, traders face a new logistical hurdle: physical settlement. Unlike cash-settled indices, equity options result in the delivery of actual stock, making the after-hours window a potential minefield for "pin risk" and unexpected assignments. Key Discussion Points: The 0DTE Expansion: Why names like IBIT, NVDA, and TSLA are joining the zero-day fray and what it means for market volatility. Understanding Contra-Exercise: The mechanics of the "Do Not Exercise" (DNE) order and how to force the exercise of out-of-the-money options. The After-Hours Window: Why the 4:00 PM ET close isn't the end of your risk, and how news after the bell can trigger "ghost" assignments. Broker Deadlines: A breakdown of how different brokers handle the cutoff times for contra-instructions. Risk Management: Why the "best case scenario" is almost always closing your position before the closing bell. Go to tastytrade.com/podcasts and see why Investopedia named tastytrade the best broker for options in 2024. Genius loves company.

This episode of The Hot Options Report tackles a high-stakes "Fed Day" session as the market navigates a steady policy hold and a massive wave of "Mag 7" earnings. Host Mark Longo breaks down the top 10 most active names, tracking the wild after-hours divergence between Meta's moonshot and Microsoft's retreat, as well as the parabolic move in Micron and Intel's roaring recovery. Fed Day & Earnings Chaos: The Tale of Two Tapes Despite a light start to the session as traders kept their "powder dry" for the FOMC announcement, the afternoon transformed into an earnings battleground. The Fed maintained interest rates at 3.50% to 3.75%, but the real volatility was found in the tech sector's after-hours reactions. The Top 10 Options Breakdown Rank Ticker Volume Key "Hot Option" Notable Move 1 NVDA 1.92M 192.5 Calls (Exp. Friday) Gained $3.00 to close at $191.52. 2 INTC 1.37M 50 Calls Surged 11% ($4.85) to close at $48.78. 3 TSLA 1.21M 450 Calls Rallying $13.60 after-hours to $444. 4 PLTR 641K 170 Calls Sold off 5% ($8.35) to close at $157.33. 5 AMZN 593K 245 Calls Dipped $1.67 to close at $243.00. 6 MU 570K 450 Calls Exploded 6% ($25.00) to close at $435.28. 7 MSFT 524K 500 Calls Dropping $23.00 after-hours to $458. 8 META 521K 700 Calls Surging $62.00 after-hours to $731. 9 AAPL 461K 270 Calls Slipped $1.83 to close at $256.44. 10 NFLX 433K 86 Calls Fell 1% ($0.84) to close at $84.64. Highlights from the Tape Meta vs. Microsoft: A dramatic split in AI sentiment. Meta is soaring over $730 in the after-hours, making those $11 premium 700 calls look like a steal. Meanwhile, Microsoft is "circling the bowl" despite beating estimates, dropping nearly $23 after-hours as investors weigh heavy AI capex. Micron's Moonshot: MU continues an absolute tear, up 38% year-to-date and another $25 today. The 450 calls are the target for those betting the AI hardware frenzy isn't over. Intel's Revenge: After a brutal post-earnings drubbing, INTC roared back with an 11% gain, fueled by reports of foundry partnerships with Nvidia and Apple. Nvidia Holds the Crown: NVDA remains the volume king with nearly 2 million contracts. Traders were heavy in the 192.5 calls, looking for a break of the intraday highs.

Mike Intrator, CEO of CoreWeave, explained why the company's relationship with Nvidia is "symbiotic but not equal," the future of the AI economy, and more as part of a conversation with Barron's editor at large Andy Serwer. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jeff Mains sits down with Alistair Gordon, founder of Expertunity and author of "Master Expert," to explore why technical excellence alone isn't enough to drive career momentum and organizational impact. Alistair reveals how subject matter experts (SMEs) can unlock influence without abandoning their technical edge through what he calls "expert ship"—a set of enterprise skills that translate expertise into clear business value. The conversation challenges the assumption that management is the only path forward for technical professionals and offers practical frameworks for founders looking to retain and grow top technical talent.Key Takeaways[5:00] - The leadership development gap: Only 11% of first-time leaders receive training in their first year, leaving 89% to sink or swim[7:50] - Why "knowledge leader" failed: Technical experts don't want to be leaders—they want to avoid "useless meetings where nothing gets done"[12:00] - The invisibility problem: Much of experts' work (like keeping email systems running) is completely invisible until something breaks[14:30] - Expert as coach: The most transformational skill is learning to ask better questions before providing technical advice[19:30] - The coaching paradox: Half of stakeholders love the questioning approach; the other half just want immediate answers[23:00] - The negativity trap: Experts often spend 22 minutes explaining why something is difficult before mentioning it's actually a good idea[29:00] - The promotion trap: Three out of four times, forcing technical experts into management roles is "a train wreck"[40:30] - The remuneration shift: In successful tech companies, technical experts often earn more than leaders because they add more valueTweetable Quotes

The Information's Sri Muppidi breaks down exclusive reporting on Nvidia, Amazon, and Microsoft's multi-billion dollar talks to join OpenAI's $100 billion funding round. We then speak with Theory Ventures' Tomasz Tunguz about Meta's bullish earnings and Microsoft's data center capacity crunch, followed by Ross Gerber on Tesla's decision to kill the Model S and Model X. Finally, Armis CEO Yevgeny Dibrov discusses why his company sold to ServiceNow for $7.75 billion instead of pursuing an IPO.Articles discussed on this episode: https://www.theinformation.com/articles/nvidia-microsoft-amazon-talks-invest-60-billion-openaihttps://www.theinformation.com/briefings/servicenow-shares-dip-7-sales-forecast-ceo-clarifies-m-strategySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Bryce and Ren sit down with David Tuckwell from ETF Shares to unpack two companies shaping the future of global markets: Alphabet and Nvidia.David shares why he believes Alphabet may be the best business in the world, why Nvidia's dominance goes far beyond hardware, and what actually matters for long-term investors thinking about US mega-caps in 2026 and beyond.01:27 Introducing David Tuckwell & ETF Shares03:28 Rethinking scale, moats and long-term growth06:40 Why Alphabet is still compounding10:28 AI as infrastructure, not hype16:13 Nvidia's software-driven dominance25:14 ETFs vs stock picking mega-caps26:00 Closing thoughts on long-term US leaders

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

President Trump has been storming through corporate America — taking a stake in Intel, demanding a cut of Nvidia's sales, restricting skilled workers, among other big footed policies.Meanwhile, corporate leaders have mostly just … rolled over.Today on the show: As Trump rewrites the rules of doing business, why aren't business leaders doing more to speak up?Related episodes: How close is the US to crony capitalism? Davos drama, credit card caps and tariff truths For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

A.M. Edition for Jan. 28. The dollar is steadying following its biggest one-day decline since April's global tariff turmoil. That's after President Trump said he wouldn't mind a weaker currency. WSJ editor Alex Frangos explains why that statement caused such a selloff. Plus it's a big day for the AI trade as Nvidia begins selling its chips in China and suppliers post record earnings. And two Middle East leaders say they won't help the U.S. in a possible attack on Iran as allies in the region reconsider their ties with Washington. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan is joined by Steve Milunovich, a tech investor and retired sell-side analyst from Merrill Lynch. The discussion delves into the parallels between the AI boom and the dotcom era, touching on technological waves from the 1980s to the present. Milunovich highlights similarities such as early-stage winners, heavy capital expenditures, and the emergence of application layers later on. They also discuss the circular financing in the tech industry and potential risks, including heavy reliance on significant players like Nvidia and issues surrounding supply constraints. The conversation explores the broader implications of AI across various industries, including financial institutions and industrials, and considers the timeline for wider adoption and monetization of AI technologies. The dialogue is framed by historical context, with references to past tech bubbles, network effects, and the potential for new winners in unexpected sectors. Show Notes AI: The Wrong Kind of Bubble (Breadcrum.vc) Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers (CNBC) AI productivity is about to become visible and investable (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Agent swarms are quickly moving from theory to practice, with early 2026 model releases making coordinated, multi-agent work feel like a real shift rather than a niche experiment. This episode focuses on Moonshot's Kimi K2.5, what its agent swarm design reveals about the future of AI work, and why this may mark a transition from single assistants to teams of AI operating in parallel. In the headlines: Anthropic's huge new funding round and revised revenue forecasts, Nvidia chip sales reopening in China, a UK-wide AI upskilling initiative, and new agentic features from Google and Chinese labs. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Plus: the dollar finds its footing after the sharpest slide since April's tariff volatility. And the AI trade shows no signs of slowing as Nvidia begins selling its chips in China and suppliers post record earnings. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ravi begins by explaining why this conversation matters to him: although he's often skeptical of tech leaders, he sees Nvidia CEO Jensen Huang as a rare and genuinely consequential figure. He briefly reflects on the Pretti shooting in Minnesota and the broader questions it raises about accountability and transparency before turning to the interview. Ravi then speaks with author Stephen Witt about the forces that shaped Jensen's leadership—from a punishing childhood and Nvidia's early brush with failure to the high-risk CUDA bet that helped make modern AI possible. It's an absorbing portrait of leadership, obsession, and the building of one of the most important tech companies of our time. Stephen Witt's Jensen Huang, Nvidia, and the World's Most Coveted Microchip Ravi's Garbage Town ––––– Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Read more from Ravi on Substack: https://realravigupta.substack.com  Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/ 

S&P futures are up +0.3% and pointing to another higher open today. Asian equities were mostly higher on Wednesday. Hong Kong's Hang Seng surged +2.6% to a four-year high, supported by a broad tech rally. South Korea's Kospi and Taiwan both saw strong gains, with rotation into emerging market assets bolstering sentiment. Gains in Mainland China and Japan were more modest. European markets are trading lower, with the French CAC lagging with a (1.1%) decline driven by weakness in luxury goods. Companies Mentioned: SpaceX, OpenAI, NVIDIA, SK Hynix

Is an Acme-Gridley the mink coat of machine tools? A well made product that still does a great job, but nobody wants another one. In 2025? No. Not yet. On today's podcast, Lloyd and I talk about our used machinery business over the last year. We saw one customer drop 20 million for five INDEXs to replace every cam screw machine in their shop. At the same time we sold machines to a multinational automotive supplier who is buying hundreds of Davenport screw machines—many older than me—I'm 45 by the way. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Mink Coat Discovery This Thanksgiving, while going through my mother’s closet, my dad found her 40-year-old mink coat in perfect condition. Once worth $10,000, ChatGPT now values it at maybe $250 to a dealer. The discovery sparked an uncomfortable comparison to the cam screw machines in our stock. “Of course, mink means Acmes to me because Acmes helped pay for the mink,” Lloyd reflects. “These are very functional, valuable machines that were running good parts where we bought them and we feel they have value, however… we have to doubt ourselves.” He poses the question that haunts our business: “Let’s say it is 1-5/8” RB-8 Acme. How much money could somebody potentially make on that machine over the course of one year?” He figures $25,000 to $50,000, maybe more with the right job. “We would sell that machine in that price range. Yet we find no buyers. From an economic standpoint, to me that makes no sense.” A Brutal Year The machinery dealing business has been tough this year. While many of our customers’ businesses remained steady, indecision paralyzed buying decisions—particularly around tariffs. “One of the polls I did on LinkedIn asked if indecision because of tariffs caused them to not buy equipment this year.” Fifty percent said that was one reason why they had not bought equipment. And I will never forget this year's deal from hell. ”We bought a machine in Germany, sold it to a company in the United States, and then BOOM—tariff. We went from an amazing deal to… I’m amazed we didn’t lose money.” I hate tariffs for a lot of reasons. This one was extra personal. The $20 Million Paradox The market presents striking contradictions. One of our customers recently got rid of 30 cam screw machines, selling them for “$2,000, $3,000, $4,000, $5,000 a piece,” then spent over $3 million each on INDEX CNC multi-spindles—$20 million total to replace their entire shop floor. “I was shocked,” Lloyd admits. “The question was, are they that much better than a 1” Acme?” I explain the economics: “They make an entirely different kind of part. They make a part that you could make a dollar from where you make 10 cents from an Acme part. Or they’re making $10 on that part, and on the Acme, they were making a quarter.” The new machines can handle medical parts, complex geometries—the kinds of high-margin work that justifies the investment. The Davenport Bet Meanwhile, another customer is betting the opposite way, buying hundreds of Davenports for facilities in Mexico and China. Today's Davenports have a similar design to their original one from 115 years ago. The company is buying so many they’ve ordered Davenport’s entire production capacity for new machines while simultaneously buying used ones. Good ones, bad ones, anything they can find to rebuild. “There are many uses for small parts as bushings or as inserts or pins,” Lloyd explains. “And if you’re catering to a world market… they’re saying to themselves, we want to tremendously expand our capacity because we believe there is a market there and people have abandoned this market.” The China Question Lloyd sees a broader pattern: “The Chinese appear to be able to make good product, not maybe the quality of product being made in the United States or in Europe, but close to it at a fraction of the price.” He worries about Chinese companies producing chips “90 to 95% as good” as NVIDIA’s but selling for 30% less. “They’re able to make an electric car now in China and sell it in the Chinese market for under $10,000, and they’re selling them now in Germany for as low as $16,000.” “In my mind, we’re in a war with China—an economic war.” Gratitude We end where we began—with gratitude. “I get the privilege of working with you,” Lloyd tells me. And I tell him that I have a gratitude list every day in the morning, and he's on it. Readers, listeners out there—In an industry facing profound disruption, all I can say is adapt, keep picking up the phone and stay grateful. Even if you’re selling machines that might be the mink coats of manufacturing. Question: What machines did you purchase or get rid of in 2025?

In today's episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss: - Nvidia's $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints - How restaurant tech is pushing the limits on throughput - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker discusses UnitedHealthcare’s drop on lower revenue expectations while Alphabet, Nvidia, and other mega cap tech stocks continue to shape the market narrative.

Tonight's show celebrates 20 years of WeatherBrains, still going strong in January 2026! Former show regulars join the panel to reflect on memorable moments, including Aubrey Urbanowicz, Nate Johnson, Dr. John Scala, and Dr. Neil Jacobs.  Over the years, WeatherBrains has covered nearly every topic in meteorology, and panelist Jen Narramore shares audio highlights from some of the most memorable episodes. Thanks for being part of the celebration tonight! Our email officer Jen is continuing to handle the incoming messages from our listeners. Reach us here: email@weatherbrains.com. NOAA Administrator Dr. Neil Jacobs (14:00) Dr. John Scala life update (16:00) Resolving global ensemble model as a prediction system?  (24:30) NVIDIA weather model announcement at AMS (26:00) WeatherBrains Episode 1 - January 31st, 2006 (29:00) J. B. Elliott funny moments (31:00) Groundbreaking weather radar with early broadcast meteorology in the late 1950s (36:00)    Improving providing warnings to immigrant populations (45:30) Looking back at sexual harassment in social media show topic (51:00) Revisiting Episode 1016 concerning the July 2025 Texas Flooding (01:02:30) October 2022 WB Episode on Autism and special needs community (01:10:00) James Aydelott on WB Show 1000 March 2025 (01:17:00)  J. B. Elliott WB highlights (01:22:30) Former WB Panelist meteorologist Kevin Selle life update (01:30:00) Nate Johnson drops in!  (01:39:00) The Astronomy Outlook with Tony Rice (01:32:50) This Week in Tornado History With Jen (01:36:05) E-Mail Segment (No segment this week - stay tuned!) and more! Web Sites from Episode 1045:   Alabama Weather Network Picks of the Week: Aubrey Urbanowitz - Frozen spaghetti photo in MN Nate Johnson - Why weather apps may note be the best bet during winter storms Dr. John Scala - California is free of all drought, dryness for first time in 25 years. Inside the remarkable turnaround James Aydelott - Okie James Facebook Post Jen Narramore - Steamnado! Rick Smith - February 2021 US extreme cold write-up Troy Kimmel - Foghorn Kim Klockow-McClain - Foghorn John Gordon - KOCO Field Meteorologist Michael Armstrong helps driver stuck on snow-packed road in OKC Bill Murray - Out  James Spann - NVIDIA's new AI weather models probably saw this storm coming weeks ago The WeatherBrains crew includes your host, James Spann, plus other notable geeks like Troy Kimmel, Bill Murray, Rick Smith, James Aydelott, Jen Narramore, John Gordon, and Dr. Kim Klockow-McClain. They bring together a wealth of weather knowledge and experience for another fascinating podcast about weather.

Plus: Trump administration to take stake in rare-earth metal company. And quantum-computing company IonQ to acquire chip maker SkyWater Technology. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Impact Theory with Tom Bilyeu! In this eye-opening episode, Tom Bilyeu and co-host Drew dive deep into one of the most dramatic shocks to the US stock market in recent history: how shifts in Japan's bond market triggered a breathtaking $1.3 trillion loss in value, rippling across the globe. They break down the complex world of Japanese debt, explain the notorious "yen carry trade," and explore why rising interest rates forced investors to panic sell, collapsing asset prices everywhere. Using relatable analogies—from pizza shop owners to kids borrowing money from mom and dad—Tom Bilyeu makes sense of why these macroeconomic tremors affect real people and their everyday finances. Not only do the hosts tackle the domino effect in crypto markets and stocks like Nvidia, but they dig into psychological factors driving market panics, how margin trading can lead to instant losses, and why diversification is a smart strategy in uncertain times. Whether you're navigating your first investment or wondering if you should stuff your cash under the mattress, this episode arms you with the mental frameworks and practical insights to protect your financial future in a world where monetary order feels increasingly fragile. Tune in to get clear, actionable advice and a global perspective on what's really happening—and what you can do next. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices