Podcasts about Nvidia

Charles Payne is joined by Danielle Shay, VP of Options at Simpler Trading, to discuss her strategy for navigating market cracks. Shay explains why she is using the 200-day moving average to buy NVIDIA and Broadcom while simultaneously shorting struggling names like Roblox and Salesforce. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, the A.I. initial-public-offering race is heating up! We break down SpaceX's acquisition of xAI, as well as OpenAI and Nvidia's messy situationship. Then, it's time for show and tell. We got our hands on the latest experimental A.I. prototype from Google called Project Genie, and we discuss our experience using it to generate and navigate video-game-like environments. Finally, we're joined by Moltbook's founder, Matt Schlicht, to discuss his new social media platform for A.I. agents, and how he's planning to deal with security risks and spam on the site. Guest:Matt Schlicht, creator of Moltbook Additional Reading: Elon Musk Merges SpaceX With His A.I. Start-Up xAIThe $100 Billion Megadeal Between OpenAI and Nvidia Is on IceProject Genie: Experimenting with infinite, interactive worldsAn A.I. Pioneer Warns the Tech ‘Herd' Is Marching Into a Dead EndMoltbook Mania Explained We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this week's “Marketplace Tech Bytes: Week in Review,” we take a look at Nvidia's changing investment relationship with OpenAI. Plus, a stormy start for the new U.S. version of TikTok. But first, SpaceX, one of the world's largest rocket companies, announced this week that it's buying xAI, a two-and-half-year-old artificial intelligence startup. Both companies are controlled by Elon Musk. The new company is reportedly valued at $1.25 trillion. It means the chatbot Grok, the satellite internet company Starlink, and the social media firm X are all going to co-exist under the same rocket hangar. Marketplace's Stephanie Hughes spoke with Paresh Dave, senior writer at Wired, about what adding these companies together equals.

On this week's “Marketplace Tech Bytes: Week in Review,” we take a look at Nvidia's changing investment relationship with OpenAI. Plus, a stormy start for the new U.S. version of TikTok. But first, SpaceX, one of the world's largest rocket companies, announced this week that it's buying xAI, a two-and-half-year-old artificial intelligence startup. Both companies are controlled by Elon Musk. The new company is reportedly valued at $1.25 trillion. It means the chatbot Grok, the satellite internet company Starlink, and the social media firm X are all going to co-exist under the same rocket hangar. Marketplace's Stephanie Hughes spoke with Paresh Dave, senior writer at Wired, about what adding these companies together equals.

Andrew flies solo on today's show, which… coincidentally features a bunch of law from the 1980s. Learn how a 1981 advertisement for a soon-to-be defunct video game system shaped the law of copyright into what it is today after Atari sued Magnavox to pull a Pac-Man clone off the shelves.In the second story, we talk about the death of antitrust law. What once broke up the phone company's monopoly is now so defanged that just two companies control almost all of the components that go into your PC. Oh, and the phone company basically reassembled itself.The computer graphics monopoly set us on the path where computer are rented, not owned. And taking advantage of that was a company that targeted teenagers who want the latest and greatest gaming rig (but can't afford it). Learn about the consumer fraud lawsuit, potential settlement, and the future of computers. Have we gone backwards since the 1980s? (Yes.)Check out the independent reporting of Steve Burke at GamersNexus.Atari, Inc. v. North American Philips Consumer Electronics Corp., 672 F.2d 607 (1982)https://scholar.google.com/scholar_case?case=16433139020722034724Burns v. Fragile, Inc. [docket via CourtListener]https://storage.courtlistener.com/recap/gov.uscourts.cand.454102/Steve Burke, GamersNexus YouTube channelhttps://www.youtube.com/@GamersNexusShow Links:https://www.lawandchaospod.com/BlueSky: @LawAndChaosPodThreads: @LawAndChaosPodTwitter: @LawAndChaosPodSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Liz Ann Sonders and Kathy Jones discuss the market's reaction to Kevin Warsh's nomination for Fed Chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in precious metals, while highlighting a broadening in market leadership thanks to more widespread earnings strength.Then, Liz Ann is joined by Dennis DeBusschere, President and chief market strategist of 22V Research. They discuss the implications of the declining dollar, the impact of AI on productivity, factor-based investing trends, monetary policy, some potential risks and opportunities in the market, and much more. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Technical analysis is not recommended as a sole means of investment research.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options [LINK Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure] prior to trading futures products.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0226-7UE0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our 233rd episode with a summary and discussion of last week's big AI news!Recorded on 01/30/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Google introduces Gemini AI agent in Chrome for advanced browser functionality, including auto-browsing for pro and ultra subscribers.OpenAI releases ChatGPT Translator and Prism, expanding its applications beyond core business to language translation and scientific research assistance.Significant funding rounds and valuations achieved by startups Recursive and New Rofo, focusing on specialized AI chips and optical processors respectively.Political and social issues, including violence in Minnesota, prompt tech leaders in AI like Ade from Anthropic and Jeff Dean from Google to express concerns about the current administration's actions.Timestamps:(00:00:10) Intro / BanterTools & Apps(00:04:09) Google adds Gemini AI-powered ‘auto browse' to Chrome | The Verge(00:07:11) Users flock to open source Moltbot for always-on AI, despite major risks - Ars Technica(00:13:25) Google Brings Genie 3 'World Building' Experiment to AI Ultra Subscribers - CNET(00:16:17) OpenAI's ChatGPT translator challenges Google Translate | The Verge(00:18:27) OpenAI launches Prism, a new AI workspace for scientists | TechCrunchApplications & Business(00:19:49) Exclusive: China gives nod to ByteDance, Alibaba and Tencent to buy Nvidia's H200 chips - sources | Reuters(00:22:55) AI chip startup Ricursive hits $4B valuation 2 months after launch(00:24:38) AI Startup Recursive in Funding Talks at $4 Billion Valuation - Bloomberg(00:27:30) Flapping Airplanes and the promise of research-driven AI | TechCrunch(00:31:54) From invisibility cloaks to AI chips: Neurophos raises $110M to build tiny optical processors for inferencing | TechCrunchProjects & Open Source(00:35:34) Qwen3-Max-Thinking debuts with focus on hard math, code(00:38:26) China's Moonshot releases a new open-source model Kimi K2.5 and a coding agent | TechCrunch(00:46:00) Ai2 launches family of open-source AI developer agents that adapt to any codebase - SiliconANGLE(00:47:46) Tiny startup Arcee AI built a 400B-parameter open source LLM from scratch to best Meta's LlamaResearch & Advancements(00:52:53) Post-LayerNorm Is Back: Stable, ExpressivE, and Deep(00:58:00) [2601.19897] Self-Distillation Enables Continual Learning(01:03:04) [2601.20802] Reinforcement Learning via Self-Distillation(01:05:58) Teaching Models to Teach Themselves: Reasoning at the Edge of LearnabilityPolicy & Safety(01:09:13) Amodei, Hoffman Join Tech Workers Decrying Minnesota Violence - BloombergSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

January marked a clear break between the AI era people thought they were in and the one that actually arrived. Agentic coding crossed from novelty to default, tools like Claude Code reset expectations for what individuals can build, and systems such as OpenClaw and Moltbook showed how quickly agents are becoming ecosystems, not just features. This episode explains why the shift felt sudden, why it caught so many off guard, and why the real story isn't sentient agents but a widening gap between AI capability and real-world adoption. In the headlines: Nvidia and OpenAI, Intel's GPU pivot, Apple's embrace of agentic coding, developer dependence on Claude Code, and Disney's strategic turn toward experiences.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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rackspace AI Launchpad - Build, test and scale intelligent workloads faster - ⁠⁠⁠⁠⁠http://rackspace.com/ailaunchpad⁠⁠⁠⁠⁠Zencoder - 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

AGENDA: 00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 08:44 - The Rehabilitation of the IPO and the End of "State Private Forever" 15:53 - The 2026 SaaS Massacre: Public Market Collapse  31:20 - Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded 45:30 - Microsoft's $360 Billion Market Cap Loss and the Shift in AI Narrative 52:45 - Nvidia's Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment 01:03:30 - Waymo Raises $16 Billion at a $110 Billion Valuation 01:17:30 - The Launch of OpenClaw and Moltbook: 1.5 Million Agents Join a Social Network    

We share our feelings about Moltbook, a Reddit-like site for AI agents from popular AI assistant platform OpenClaw. Komei asked what steps any of us have taken to make provisions for our accounts after we die. And the Information reports Nvidia will not be introducing any new GPUs in 2026. Is this the final nail in the coffin for the DIY PC enthusiast hobby? Starring Sarah Lane, Tom Merritt, Robb Dunewood, Len Peralta, Roger Chang, Joe. To read the show notes click here! Support the show on Patreon by becoming a supporter!

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

he podcast dives into the explosive advances in agentic AI, where developers and even Fortune 100 companies are racing to use powerful tools like Gastown, despite their unfinished and sometimes dangerous edges. If you thought ChatGPT was a revolution, wait until you hear how developers are orchestrating armies of AIs with real-world impact. Anthropic's Move Into Legal Is Sinking Data Services Stocks Data centers in space makes no sense The hitchhiker's guide to Musk's SpaceX memo Two kinds of AI users are emerging. The gap between them is astonishing. Does AI already have human-level intelligence? The evidence is clear - Nature OpenAI will retire several models, including GPT-4o, from ChatGPT next month Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman Firefox will soon let you block all of its generative AI features Salesforce signs $5.6B deal to inject agentic AI into the US Army HHS Is Making an AI Tool to Create Hypotheses About Vaccine Injury Claims French office of Elon Musk's X raided by Paris prosecutor's cybercrime unit An AI Toy Exposed 50K Logs of Its Chats With Kids To Anyone With a Gmail Account Darren Aronofsky's AI Studio Used Artificial Intelligence Tools for Revolutionary War Animated Series — but Hired Human Actors to Voice Founding Fathers Forget Hinge or Bumble. This App Promises a Personal AI Matchmaker Scientists Launch AI DinoTracker App That Identifies Dinosaur Footprints Project Genie: Experimenting with infinite, interactive worlds Anthropic Takes Aim at OpenAI's ChatGPT in Super Bowl Ad Debut Move to Ban Social Media for Kids Gains Traction in Europe The Matrix Resurrections Is a Messy, Imperfect Triumph The Thatcher Effect and other Optical Toys Fascinating Research: AIs are highly inconsistent [i.e., random] when recommending brands or products Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steve Yegge Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit promo code TWIT monarch.com with code IM zscaler.com/security helixsleep.com/machines

US equity futures are pointing modestly higher after a mixed Wednesday close, with Asian markets broadly lower and European equities trading mostly weaker. Technology and AI concentration risk remained the dominant theme. Investors continued rotating toward cyclical sectors. More volatility seen in precious metal prices overnight. Geopolitical risk stayed elevated as headlines around renewed US-Iran nuclear talks drove sharp volatility in energy and precious metals markets, while attention also turned to upcoming large-cap technology earnings later in the week.Companies Mentioned: SpaceX, Nvidia, Bytedance, KKR

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link:https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)#337 Topics:Consumer Staples Surge: Record inflows into consumer staples due to attractive dividend yields above 4%, despite modest earnings growth expectations.Housing Affordability Crisis: Median age for first-time homebuyers hit 40, with buyers waiting 47% of their life to afford homes.Stronger Household Finances: Household net worth increased by $66 trillion; debt-to-asset ratios remain low, aiding resilience against downturns.February Market Activity: Key dates include CPI inflation print on February 11 and Nvidia earnings on February 25; expect volatility in midterm election year.January Barometer Insight: Positive January for S&P historically leads to 12.2% average annual return; January 2024 had favorable outcomes.Social Media:Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagementTwitter: @jessupwealth Instagram: @jessupwealthhttps://www.jessupwealthmanagement.com/disclosures-page

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

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.

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.

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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

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