Podcasts about OpenAI

John and Craig circle back on all the euphemisms and stock phrases that float around Hollywood. Using some favorite examples, they attempt to define and demystify the current industry-speak so everyone is looped in when we come up for air after the holidays. We also wrap-up 2025 with a look at Scriptnotes by the numbers, check-in on Disney's deal with OpenAI, follow up on that director who scammed Netflix out of $11 million, and answer listener questions on the guilds' involvement in video podcasts and reps who won't send out co-written scripts. In our bonus segment for premium members, John and Craig navigate how to deal with difficult collaborators. Links: How Disney's OpenAI Deal Changes Everything by Steven Zeitchik and Julian Sancton for The Hollywood Reporter Guilty! Director Who Scammed Netflix Out Of Millions Faces Decades Behind Bars by Dominic Patten for Deadline Writing Movies for Fun and Profit: How We Made a Billion Dollars at the Box Office and You Can, Too! by Robert Ben Garant & Thomas Lennon Down to Puck: Why Women Are Going Wild for 'Heated Rivalry' by Seth Abramovitch for The Hollywood Reporter Search Engine annual meeting Order a signed copy of the Scriptnotes Book! Charli XCX's Substack Trailer for Divinity by Larian Studios Get your copy of the Scriptnotes book! Get a Scriptnotes T-shirt! Check out the Inneresting Newsletter Become a Scriptnotes Premium member, or gift a subscription (now with fewer emails!) Subscribe to Scriptnotes on YouTube Scriptnotes on Instagram John August on Bluesky and Instagram Outro by Nick Moore (send us yours!) Scriptnotes is produced by Drew Marquardt and edited by Matthew Chilelli. Email us at ask@johnaugust.com You can download the episode here. (46:41) Scriptnotes: A Book About Screenwriting and Things That Are Interesting to Screenwriters (Unabridged)

As 2025 comes to a close, Jim Hill flies solo on this Drew-free edition of Fine Tooning to take stock of one of the biggest, strangest, and most consequential years the animation industry has seen in decades. From record-shattering box office runs and surprise streaming hits to uncomfortable conversations about AI and the future of creative labor, this episode connects the dots between where animation has been and where it appears to be heading next. NEWS • Why Disney's $1 billion investment in OpenAI has the animation world divided and how a Jerry Beck-hosted editorial argues that Walt Disney might have embraced AI himself • A year-end box office check-in including Zootopia 2, Avatar: Fire & Ash, and Angel Studios' faith-based animated feature David • Netflix confirms KPop Demon Hunters has been watched more than 500 million times worldwide and what that means for its sequel and merchandising future • Major release-date shakeups for The Legend of Aang: The Last Airbender and Pixar's Gatto and why March releases are no longer considered box office poison • A rundown of upcoming animation books, UPA retrospectives, and why supporting animation historians matters more than ever HOSTS • Jim Hill - IG: @JimHillMedia | X: @JimHillMedia | Website: JimHillMedia.com • Drew Taylor - IG: @DrewTailored | X: @DrewTailored | Website: drewtaylor.work FOLLOW • Facebook: JimHillMediaNews • Instagram: JimHillMedia • TikTok: JimHillMedia SUPPORT Support the show and access bonus episodes and additional content at Patreon.com/JimHillMedia. PRODUCTION CREDITS Edited by Dave Grey Produced by Eric Hersey - Strong Minded Agency SPONSOR Unlocked Magic helps you save big on Walt Disney World and Universal Orlando tickets, sometimes up to 12 percent off. Unlocked Magic is run by the same team behind DVC Rental Store and DVC Resale Market, making it easy to plan your 2026 Central Florida vacation. Pick your dates, grab your tickets, and go. Visit UnlockedMagic.com and be sure to tell them Drew and Jim sent you. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Imagine a mind that can solve a Rubik's Cube in 17 seconds. A mind that contributed to the development of OpenAI. A mind that directed AI for Elon Musk at Tesla. A mind named one of Time Magazine's Top 100 in artificial intelligence. Now imagine that same mind encountering recent, almost "alien" advances in programming—so startling they prompted a public admission: "I have never felt so behind." If someone like that can't keep up, what does it mean for the rest of us? We're entering a world we may not soon recognize. For Cal, that realization leads to a simple conclusion: This New Year isn't about racing machines—it's about reclaiming what they can't replace.

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde traces three fast-moving signals from the previous week: holiday-week violence in northwestern Nigeria, a surprise diplomatic recognition reshaping the Horn of Africa, and AI's infrastructure arms race. What happens when billion-dollar tech bets collide with tightening regulation? How does one diplomatic recognition redraw regional alliances?Support for The Bid Picture Podcast comes from Whole Foods Market. A healthier relationship with tech starts with taking care of the basics—like eating well—so your body and brain aren't running on empty. Whole Foods Market makes it easier to stock your kitchen with ingredients you feel good about, from fresh produce to pantry staples, so you can spend less time scrolling and more time actually living. If you're asked how you heard about Whole Foods Market, tell them The Bid Picture Podcast. Learn more at wholefoodsmarket.com.Support for The Bid Picture Podcast comes from Skylight Calendar—the family-friendly digital calendar that helps everyone stay on the same page. With a quick setup and an easy-to-read display in a shared space, Skylight makes it simple to keep track of school events, practices, appointments, and family plans—so mornings run smoother and everyone knows what's next. Make your home the place where schedules finally make sense. Skylight Calendar—because family life works better when it's shared. If you're asked how you heard about Skylight Calendar, tell them The Bid Picture Podcast. Learn more at myskylight.com.Support the show

Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. 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.

David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. 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.

1. “Robotaxis got Promoted”: Waymo, Tesla, and Zoox. Next up? Redeye robo rides.2. “IPO-palooza”: SpaceX, OpenAI, and Kim's Skims IPOs3. “Welcome to Nike Hotel”: To save the brand, Nike should “just do” a resort.4. “Dupe-partment Stores”: A department store full of just dupes.5. “Trillions”: That's our word of the year.But let us know what you think in the comments. Happy New Year — And celebrate the wins!— Nick & Jack————————————————Buy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-dollNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A $20 billion AI deal while you were away?

As 2025 comes to a close, consumer AI is entering a new phase. A small number of products now dominate everyday use, multimodal models have unlocked entirely new creative workflows, and the big labs have pushed aggressively into consumer experiences. At the same time, it is becoming clearer which ideas actually changed user behavior and which ones did not.In this episode, a16z consumer investors Anish Acharya, Olivia Moore, Justine Moore, and Bryan Kim look back at the biggest product and model shifts of 2025 and then look ahead to what 2026 may bring. They discuss why consumer AI appears to be trending toward winner-take-most, how subtle product design choices can matter more than raw model quality, and why templates, multimodality, and distribution are shaping the next wave of consumer products.Where do startups still have room to win? How will the role of the big labs continue to change? And what will it actually take for consumer AI apps to break out at scale in 2026? Resources:Follow Anish: https://x.com/illscienceFollow Olivia: https://x.com/omooretweetsFollow Justine: https://x.com/venturetwinsFollow Bryan: https://x.com/kirbyman01 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's that magical time of year once again — highlightapalooza! Stick around for one top bit from each episode we recorded this year, including:Kyle Fish explaining how Anthropic's AI Claude descends into spiritual woo when left to talk to itselfIan Dunt on why the unelected House of Lords is by far the best part of the British governmentSam Bowman's strategy to get NIMBYs to love it when things get built next to their housesBuck Shlegeris on how to get an AI model that wants to seize control to accidentally help you foil its plans…as well as 18 other top observations and arguments from the past year of the show.Links to learn more, video, and full transcript: https://80k.info/best25It's been another year of living through history, whether we asked for it or not. Luisa and Rob will be back in 2026 to help you make sense of whatever comes next — as Earth continues its indifferent journey through the cosmos, now accompanied by AI systems that can summarise our meetings and generate adequate birthday messages for colleagues we barely know.Chapters:Cold open (00:00:00)Rob's intro (00:02:35)Helen Toner on whether we're racing China to build AGI (00:03:43)Hugh White on what he'd say to Americans (00:06:09)Buck Shlegeris on convincing AI models they've already escaped (00:12:09)Paul Scharre on a personal experience in Afghanistan that influenced his views on autonomous weapons (00:15:10)Ian Dunt on how unelected septuagenarians are the heroes of UK governance (00:19:06)Beth Barnes on AI companies being locally reasonable, but globally reckless (00:24:27)Tyler Whitmer on one thing the California and Delaware attorneys general forced on the OpenAI for-profit as part of their restructure (00:28:02)Toby Ord on whether rich people will get access to AGI first (00:30:13)Andrew Snyder-Beattie on how the worst biorisks are defence dominant (00:34:24)Eileen Yam on the most eye-watering gaps in opinions about AI between experts and the US public (00:39:41)Will MacAskill on what a century of history crammed into a decade might feel like (00:44:07)Kyle Fish on what happens when two instances of Claude are left to interact with each other (00:49:08)Sam Bowman on where the Not In My Back Yard movement actually has a point (00:56:29)Neel Nanda on how mechanistic interpretability is trying to be the biology of AI (01:03:12)Tom Davidson on the potential to install secret AI loyalties at a very early stage (01:07:19)Luisa and Rob discussing how medicine doesn't take the health burden of pregnancy seriously enough (01:10:53)Marius Hobbhahn on why scheming is a very natural path for AI models — and people (01:16:23)Holden Karnofsky on lessons for AI regulation drawn from successful farm animal welfare advocacy (01:21:29)Allan Dafoe on how AGI is an inescapable idea but one we have to define well (01:26:19)Ryan Greenblatt on the most likely ways for AI to take over (01:29:35)Updates Daniel Kokotajlo has made to his forecasts since writing and publishing the AI 2027 scenario (01:32:47)Dean Ball on why regulation invites path dependency, and that's a major problem (01:37:21)Video and audio editing: Dominic Armstrong, Milo McGuire, Luke Monsour, and Simon MonsourMusic: CORBITCoordination, transcripts, and web: Katy Moore

In this episode, we cover OpenAI's search for a new Head of Preparedness and what the role is responsible for inside the company. We break down why preparedness matters for advanced AI systems and how this hire fits into OpenAI's broader safety strategy.Try Delve: https://delve.co/Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiJoin my AI Hustle Community: https://www.skool.com/aihustle-See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Take a look back at some of our favorite interviews from the past year on Tech News Weekly! Eric Migicovsky, founder of the smartwatch company Pebble, joins Mikah to talk about exciting news with Pebble. Bloomberg antitrust reporter Leah Nylen returns to unpack the latest in the DOJ's case against Google. She explains the three proposed remedies—including a possible Chrome browser divestiture—and what testimony from tech competitors like DuckDuckGo, Perplexity, and OpenAI revealed about Google's dominance in search and AI. Leila Zia, Head of Research at the Wikimedia Foundation, outlines their new AI roadmap, which focuses on supporting Wikipedia's volunteer editors rather than replacing them. She details how AI will assist with moderation, multilingual knowledge expansion, and mentorship—all while upholding values of transparency and human agency. Scott Stein of CNET is staying busy as he joins the show to share his hands-on impressions of Nintendo's Switch 2 console, Mario Kart World, and its new features. And Consumer Reports' Derek Kravitz details Instacart's AI pricing practices. Host: Mikah Sargent Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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

Take a look back at some of our favorite interviews from the past year on Tech News Weekly! Eric Migicovsky, founder of the smartwatch company Pebble, joins Mikah to talk about exciting news with Pebble. Bloomberg antitrust reporter Leah Nylen returns to unpack the latest in the DOJ's case against Google. She explains the three proposed remedies—including a possible Chrome browser divestiture—and what testimony from tech competitors like DuckDuckGo, Perplexity, and OpenAI revealed about Google's dominance in search and AI. Leila Zia, Head of Research at the Wikimedia Foundation, outlines their new AI roadmap, which focuses on supporting Wikipedia's volunteer editors rather than replacing them. She details how AI will assist with moderation, multilingual knowledge expansion, and mentorship—all while upholding values of transparency and human agency. Scott Stein of CNET is staying busy as he joins the show to share his hands-on impressions of Nintendo's Switch 2 console, Mario Kart World, and its new features. And Consumer Reports' Derek Kravitz details Instacart's AI pricing practices. Host: Mikah Sargent Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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

Take a look back at some of our favorite interviews from the past year on Tech News Weekly! Eric Migicovsky, founder of the smartwatch company Pebble, joins Mikah to talk about exciting news with Pebble. Bloomberg antitrust reporter Leah Nylen returns to unpack the latest in the DOJ's case against Google. She explains the three proposed remedies—including a possible Chrome browser divestiture—and what testimony from tech competitors like DuckDuckGo, Perplexity, and OpenAI revealed about Google's dominance in search and AI. Leila Zia, Head of Research at the Wikimedia Foundation, outlines their new AI roadmap, which focuses on supporting Wikipedia's volunteer editors rather than replacing them. She details how AI will assist with moderation, multilingual knowledge expansion, and mentorship—all while upholding values of transparency and human agency. Scott Stein of CNET is staying busy as he joins the show to share his hands-on impressions of Nintendo's Switch 2 console, Mario Kart World, and its new features. And Consumer Reports' Derek Kravitz details Instacart's AI pricing practices. Host: Mikah Sargent Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. 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. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

A lot changed in the world of Cloud and AI this year. And then it changed some more, and some more, and so more. The only constant was change. SHOW: 988SHOW TRANSCRIPT: The Cloudcast #988 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESIT WAS AN INTERESTING YEAR IN CLOUD AND AI TECHNOLOGYAI has become a mainstream technology, political and social talking pointAI went through 7yrs of news cycles in 1 yrDeepSeek - Maybe NVIDIA chips aren't needed?NVIDIA acquihired Grok and their technologyMaybe AWS' lead in the cloud is now in questionGoogle got their act together with GenAI, after inventing the technology in 2017Microsoft and OpenAI sort of broke up, or at least they are seeing other peopleOpenAI forecasts 100x their current revenue in future computing needsThe US Gov't either bailed out, or socialized IntelBitcoin - 94k, up to 125k, down to 84kFEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

In this episode, we break down why OpenAI says AI-powered browsers may always be vulnerable to prompt injection attacks. We explain what prompt injection is, why it's so difficult to fully prevent, and what this means for the future of AI agents on the web.Try Delve: https://delve.co/Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiJoin my AI Hustle Community: https://www.skool.com/aihustle-See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Take a look back at some of our favorite interviews from the past year on Tech News Weekly! Eric Migicovsky, founder of the smartwatch company Pebble, joins Mikah to talk about exciting news with Pebble. Bloomberg antitrust reporter Leah Nylen returns to unpack the latest in the DOJ's case against Google. She explains the three proposed remedies—including a possible Chrome browser divestiture—and what testimony from tech competitors like DuckDuckGo, Perplexity, and OpenAI revealed about Google's dominance in search and AI. Leila Zia, Head of Research at the Wikimedia Foundation, outlines their new AI roadmap, which focuses on supporting Wikipedia's volunteer editors rather than replacing them. She details how AI will assist with moderation, multilingual knowledge expansion, and mentorship—all while upholding values of transparency and human agency. Scott Stein of CNET is staying busy as he joins the show to share his hands-on impressions of Nintendo's Switch 2 console, Mario Kart World, and its new features. And Consumer Reports' Derek Kravitz details Instacart's AI pricing practices. Host: Mikah Sargent Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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

Take a look back at some of our favorite interviews from the past year on Tech News Weekly! Eric Migicovsky, founder of the smartwatch company Pebble, joins Mikah to talk about exciting news with Pebble. Bloomberg antitrust reporter Leah Nylen returns to unpack the latest in the DOJ's case against Google. She explains the three proposed remedies—including a possible Chrome browser divestiture—and what testimony from tech competitors like DuckDuckGo, Perplexity, and OpenAI revealed about Google's dominance in search and AI. Leila Zia, Head of Research at the Wikimedia Foundation, outlines their new AI roadmap, which focuses on supporting Wikipedia's volunteer editors rather than replacing them. She details how AI will assist with moderation, multilingual knowledge expansion, and mentorship—all while upholding values of transparency and human agency. Scott Stein of CNET is staying busy as he joins the show to share his hands-on impressions of Nintendo's Switch 2 console, Mario Kart World, and its new features. And Consumer Reports' Derek Kravitz details Instacart's AI pricing practices. Host: Mikah Sargent Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. 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

Justin Bieber BioSnap a weekly updated Biography.Justin Bieber has been keeping a low profile over the holidays but made waves with a poignant Christmas message on identity and faith, declaring to Billboard via JubileeCast, "I'm not a product," as he reflected on industry pressures, healing through forgiveness, and hoping for a more compassionate music world that values artists as people. AOL reports he and Hailey cozied up for Christmas 2025, countering unverified rumors from less reliable outlets like emec.org.uk claiming he wanted a quiet holiday alone without her—no credible sources confirm any marital strain. In Tokyo earlier this month, Setlist.fm confirms Bieber performed a rare live set at the SKYLRK afterparty on December 5 at 1 OAK, tying into his fashion brand's five-day popup shop from December 4 to 8, which 3Dnatives and 3D Printing Industry hailed for debuting the innovative 3D-printed Earth Bender sneaker under his Skylrk label co-founded with Neima Khaila and design input from Hailey. The Hollywood Gossip notes he lost about 270,000 Instagram followers around December 3, prompting a defiant middle-finger selfie post with no explanation, while he vented frustration over Apple's iPhone dictation glitch interrupting his music, earning thousands of likes and an OpenAI invite. Business buzz persists from Hailey's Rhode sale to e.l.f. Beauty for one billion dollars in May, which Parade and AOL say boosted their combined net worth to around 500 million, with Justin publicly praising her hustle. Musically, The Honey Pop crowns his Swag album—his first in four years—a 2025 Spotify Wrapped triumph with R&B hits like Yukon and Devotion, signaling a mature comeback ahead of his confirmed Coachella 2026 headline slot, though no full tour is planned per insiders. These moves underscore Bieber's pivot to controlled ventures, health focus, and empire-building, far outweighing fleeting social media noise in biographical weight.Thanks for tuning in, come back next week for more. This has been a Quiet Please production, and for me check out Quiet Please Dot A I.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

Todd Bishop and John Cook reflect on the top tech stories of 2025, a pivotal year defined by the AI boom's dual nature: massive infrastructure spending alongside widespread layoffs. We discuss Bill Gates' framing of AI as "intelligence becoming free," the tension between tech workers and corporate mandates to adopt AI, and the "best of times, worst of times" dichotomy playing out at Microsoft, Amazon, and across the industry. We also cover the top story of the year — UW rethinking its computer science curriculum — the Statsig acquisition by OpenAI, Seattle's competitive position, and the human side of tech through Ambika Singh's heartfelt speech at the GeekWire Awards. Featuring audio clips from Gates, Satya Nadella, Andy Jassy, Ken Jennings, and more. Audio editing by Curt Milton.See omnystudio.com/listener for privacy information.

Emmett Shear and Séb Krier debate whether today's AI alignment paradigm—focused on control and instruction-following—is fundamentally flawed. PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. They explore what changes if advanced AIs are better understood as beings with their own values, and why current control methods could drift toward something like slavery. The conversation dives into “organic alignment,” multi-agent simulations, evolving cooperation, and the possibility of AI moral standing as systems gain memory and continual learning. Sponsors: MATS: MATS is a fully funded 12-week research program pairing rising talent with top mentors in AI alignment, interpretability, security, and governance. Apply for the next cohort at https://matsprogram.org/s26-tcr Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai Agents of Scale: Agents of Scale is a podcast from Zapier CEO Wade Foster, featuring conversations with C-suite leaders who are leading AI transformation. Subscribe to the show wherever you get your podcasts Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive CHAPTERS: (00:00) About the Episode (03:44) Defining organic AI alignment (14:48) Technical vs value alignment (Part 1) (19:55) Sponsors: MATS | Tasklet (22:56) Technical vs value alignment (Part 2) (Part 1) (31:34) Sponsors: Agents of Scale | Shopify (34:21) Technical vs value alignment (Part 2) (Part 2) (34:22) Labs, tools, and beings (43:22) AI personhood and consciousness (56:53) Safe futures and Softmax (01:04:17) Chatbots, mirrors, simulations (01:10:14) Doom, futures, and OpenAI (01:17:25) Outro PRODUCED BY: https://aipodcast.ing SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

One year ago, Anthropic launched the Model Context Protocol (MCP)—a simple, open standard to connect AI applications to the data and tools they need. Today, MCP has exploded from a local-only experiment into the de facto protocol for agentic systems, adopted by OpenAI, Microsoft, Google, Block, and hundreds of enterprises building internal agents at scale. And now, MCP is joining the newly formed Agentic AI Foundation (AAIF) under the Linux Foundation, alongside Block's Goose coding agent, with founding members spanning the biggest names in AI and cloud infrastructure. We sat down with David Soria Parra (MCP lead, Anthropic), Nick Cooper (OpenAI), Brad Howes (Block / Goose), and Jim Zemlin (Linux Foundation CEO) to dig into the one-year journey of MCP—from Thanksgiving hacking sessions and the first remote authentication spec to long-running tasks, MCP Apps, and the rise of agent-to-agent communication—and the behind-the-scenes story of how three competitive AI labs came together to donate their protocols and agents to a neutral foundation, why enterprises are deploying MCP servers faster than anyone expected (most of it invisible, internal, and at massive scale), what it takes to design a protocol that works for both simple tool calls and complex multi-agent orchestration, how the foundation will balance taste-making (curating meaningful projects) with openness (avoiding vendor lock-in), and the 2025 vision: MCP as the communication layer for asynchronous, long-running agents that work while you sleep, discover and install their own tools, and unlock the next order of magnitude in AI productivity. We discuss: The one-year MCP journey: from local stdio servers to remote HTTP streaming, OAuth 2.1 authentication (and the enterprise lessons learned), long-running tasks, and MCP Apps (iframes for richer UI) Why MCP adoption is exploding internally at enterprises: invisible, internal servers connecting agents to Slack, Linear, proprietary data, and compliance-heavy workflows (financial services, healthcare) The authentication evolution: separating resource servers from identity providers, dynamic client registration, and why the March spec wasn't enterprise-ready (and how June fixed it) How Anthropic dogfoods MCP: internal gateway, custom servers for Slack summaries and employee surveys, and why MCP was born from "how do I scale dev tooling faster than the company grows?" Tasks: the new primitive for long-running, asynchronous agent operations—why tools aren't enough, how tasks enable deep research and agent-to-agent handoffs, and the design choice to make tasks a "container" (not just async tools) MCP Apps: why iframes, how to handle styles and branding, seat selection and shopping UIs as the killer use case, and the collaboration with OpenAI to build a common standard The registry problem: official registry vs. curated sub-registries (Smithery, GitHub), trust levels, model-driven discovery, and why MCP needs "npm for agents" (but with signatures and HIPAA/financial compliance) The founding story of AAIF: how Anthropic, OpenAI, and Block came together (spoiler: they didn't know each other were talking to Linux Foundation), why neutrality matters, and how Jim Zemlin has never seen this much day-one inbound interest in 22 years — David Soria Parra (Anthropic / MCP) MCP: https://modelcontextprotocol.io https://uk.linkedin.com/in/david-soria-parra-4a78b3a https://x.com/dsp_ Nick Cooper (OpenAI) X: https://x.com/nicoaicopr Brad Howes (Block / Goose) Goose: https://github.com/block/goose Jim Zemlin (Linux Foundation) LinkedIn: https://www.linkedin.com/in/zemlin/ Agentic AI Foundation https://agenticai.foundation Chapters 00:00:00 Introduction: MCP's First Year and Foundation Launch 00:01:17 MCP's Journey: From Launch to Industry Standard 00:02:06 Protocol Evolution: Remote Servers and Authentication 00:08:52 Enterprise Authentication and Financial Services 00:11:42 Transport Layer Challenges: HTTP Streaming and Scalability 00:15:37 Standards Development: Collaboration with Tech Giants 00:34:27 Long-Running Tasks: The Future of Async Agents 00:30:41 Discovery and Registries: Building the MCP Ecosystem 00:30:54 MCP Apps and UI: Beyond Text Interfaces 00:26:55 Internal Adoption: How Anthropic Uses MCP 00:23:15 Skills vs MCP: Complementary Not Competing 00:36:16 Community Events and Enterprise Learnings 01:03:31 Foundation Formation: Why Now and Why Together 01:07:38 Linux Foundation Partnership: Structure and Governance 01:11:13 Goose as Reference Implementation 01:17:28 Principles Over Roadmaps: Composability and Quality 01:21:02 Foundation Value Proposition: Why Contribute 01:27:49 Practical Investments: Events, Tools, and Community 01:34:58 Looking Ahead: Async Agents and Real Impact

Mostly Growth on YouTube: https://www.youtube.com/@MostlyGrowthMostly Growth on Apple: https://podcasts.apple.com/us/podcast/mostly-growth/id1842238102Mostly Growth on Spotify: https://open.spotify.com/show/3KDtaLaXx1obFp5PUhZ6V3In this year-end episode of Mostly Growth, CJ Gustafson, Kyle Poyar, and Ben Hillman reflect on what it actually takes to build a modern media business around newsletters and podcasts. They unpack CJ's first year going full-time, comparing creative intuition versus metric-driven operating styles, and discuss what content truly drives growth. The conversation also covers distribution dynamics, the emotional reality of unsubscribes and burnout, and closes with a candid look at monetization, team building, and the tradeoffs between simplicity and scale.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://www.growthunhinged.com/p/deep-research-for-gtmhttps://www.growthunhinged.com/p/2025-state-of-b2b-gtm-reporthttps://www.mostlymetrics.com/p/presenting-the-state-of-the-agentic-financial-stackhttps://www.mostlymetrics.com/p/the-great-ai-arr-illusionhttps://www.mostlymetrics.com/p/presenting-the-2025-tech-stack-reporthttps://www.mostlymetrics.com/p/download-the-annual-planning-biblehttps://www.growthunhinged.com/p/how-to-sell-annual-planshttps://www.growthunhinged.com/p/get-recommended-by-chatgpthttps://www.growthunhinged.com/p/gtm-vibecoding-ideashttps://www.growthunhinged.com/p/how-to-use-ai-agents-for-marketing—RELATED EPISODES:We get roasted for swag and drop some GTM goldhttps://youtu.be/uubf_8al95wDo vanity plates bring serious business?https://youtu.be/Cm1rubFb-kgPricing in the Real World: Babies, Bots, and Billinghttps://youtu.be/T1cjFSZR0k0—TIMESTAMPS:00:00:00 Preview and Intro00:01:52 Sponsors — Pulley | Metronome00:04:12 Action Figure Swag and Year-in-Review Setup00:05:47 Going Full-Time and the First-Year Reality Check00:07:24 Writing Schedules, Creative Work, and Time Optimization00:09:16 Writing Speed, Craft, and the Myth That Time Equals Quality00:10:51 Perfectionism vs. Throughput in Newsletter Writing00:13:03 Creator Burnout, Motivation, and Engagement Anxiety00:14:08 Playing the Long Game vs. Obsessing Over Metrics00:15:42 Best Work of the Year and High-Leverage Content Bets00:17:55 Big Research Reports as Career-Defining Projects00:19:19 When Memes Outperform Deep Work00:19:52 LinkedIn Algorithms vs. Content Quality00:20:51 Writing for the Feed vs. Writing to Think00:22:03 Optimizing LinkedIn Profiles for Credibility00:23:47 Subscriber Growth, Audience Quality, and Churn Reality00:27:20 Reports and Research as Growth Engines00:28:37 Tactical “How-To” Content That Actually Converts00:30:21 Tactical Value Beats Sounding Smart00:30:40 Building a Team and Scaling Beyond a Solopreneur00:32:05 Simplicity vs. Scale in Early Business Decisions00:35:37 Avoiding Boredom and Shiny Object Syndrome00:37:12 Balancing Writing, Consulting, and Energy00:37:54 Making the Leap Financially as a Creator00:39:01 Subscriptions vs. Advertising as the Real Business Model#MostlyGrowthPodcast #CreatorEconomy #IndependentCreator #NewsletterBusiness #YearInReview This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Závěr roku 2025 vypadal přesně tak, jako celý jeho průběh, alespoň ve světě technologického byznysu a umělé inteligence. OpenAI a další průkopníci rozvoje AI se předháněli, kdo posune pomyslné hranice dál a představí výkonnější model. Ty přitom v některých ohledech začínají naplňovat obavy z toho, že lidé kvůli nim nerozliší fikci od reality.

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. This week, we do our 2026 predictions in an abbreviated holiday-time episode. Here's what we cover: 1) AI agents start to work 2) ChatGPT hitting 1 billion users 3) AI shopping takes off 4) Ranjan gets a folding phone 5) Apple's best year ever 5) AI love boom arrives 6) AI infrastructure washout 7) 2026 Market and Performance 8) OpenAI's position 9) Does Alexandr Wang stay at Meta? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Wealthfront.com/bigtech. If eligible for the overall boosted 3.90% rate offered with this promo, your boosted rate is subject to change if the 3.25% base rate decreases during the 3-month promo period. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC, not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 12/19/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable base APY. Instant withdrawals are subject to certain conditions and processing times may vary. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Cheat Sheet is The Murder Sheet's segment breaking down weekly news and updates in some of the murder cases we cover. In this episode, we'll talk about cases from Indiana, Kentucky, Connecticut, and California.Abacus News's report on a lawsuit against ChatGPT creator OpenAI after the murder-suicide of Suzanne Eberson Adams and Stein-Erik Soelberg: https://abacusnews.com/when-a-chatbot-became-a-confidant-the-ai-lawsuit-after-a-murder-suicide/The Wall Street Journal's report on a lawsuit against ChatGPT creator OpenAI after the murder-suicide of Suzanne Eberson Adams and Stein-Erik Soelberg: https://www.wsj.com/podcasts/tech-news-briefing/chatgpt-and-a-murder-suicide-in-connecticut/959368a9-3421-43f8-8e72-019762a90b9c?mod=WSJvidctr_upnext_pos0&gaa_at=eafs&gaa_n=AWEtsqf70JjMqyNALv4YwKMKYcrtadR9WVwJgnCT-FLovBeL1jhCdzQS1xEFIPq31o0%3D&gaa_ts=6942de8c&gaa_sig=qfJFIe8q57QOSz38xHcSLDz8REHwZPecfQ3o7NvbHV3GNEZqA2r1Hz0E-YeoRA0zmGlRj7w_ruseicctv8_FNA%3D%3DThe New York Post's report on a lawsuit against ChatGPT creator OpenAI after the murder-suicide of Suzanne Eberson Adams and Stein-Erik Soelberg: https://nypost.com/2025/12/11/us-news/chatgpt-chatbots-shocking-response-to-alleged-role-in-murder-suicide/The Guardian's report on the crimes of true-crime-producer-turned-fugitive Mary Carole McDonnell: https://www.theguardian.com/us-news/2025/dec/14/fbi-most-wanted-list-true-crime-tv-producerWKYT's report on Jacob Lee Bard's arrest in the death of De'Jon Fox Jr.: https://www.wkyt.com/2025/12/16/case-against-man-accused-ksu-shooting-sent-grand-jury-new-details-emerge/Lex-18's report on Jacob Lee Bard's arrest in the death of De'Jon Fox Jr.: https://www.lex18.com/news/covering-kentucky/man-charged-in-connection-to-deadly-ksu-shooting-set-to-appear-in-courtFox 59's coverage of the delay in the case against Carl Boards for the murder of Officer Noah Shahnavaz: https://fox59.com/news/family-of-slain-elwood-police-officer-says-delay-in-suspects-trial-reopens-the-wound/Dispatch audio of Officer Noah Shahnavaz's final call: https://www.youtube.com/watch?v=e8dc5_5ISDsFind discounts for Murder Sheet listeners here: https://murdersheetpodcast.com/discountsCheck out our upcoming book events and get links to buy tickets here: https://murdersheetpodcast.com/eventsOrder our book on Delphi here: https://bookshop.org/p/books/shadow-of-the-bridge-the-delphi-murders-and-the-dark-side-of-the-american-heartland-aine-cain/21866881?ean=9781639369232Or here: https://www.simonandschuster.com/books/Shadow-of-the-Bridge/Aine-Cain/9781639369232Or here: https://www.amazon.com/Shadow-Bridge-Murders-American-Heartland/dp/1639369236Join our Patreon here! https://www.patreon.com/c/murdersheetSupport The Murder Sheet by buying a t-shirt here: https://www.murdersheetshop.com/Check out more inclusive sizing and t-shirt and merchandising options here: https://themurdersheet.dashery.com/Send tips to murdersheet@gmail.com.The Murder Sheet is a production of Mystery Sheet LLC.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From the frontlines of OpenAI's Codex and GPT-5 training teams, Bryan and Bill are building the future of AI-powered coding—where agents don't just autocomplete, they architect, refactor, and ship entire features while you sleep. We caught up with them at AI Engineer Conference right after the launch of Codex Max, OpenAI's newest long-running coding agent designed to work for 24+ hours straight, manage its own context, and spawn sub-agents to parallelize work across your entire codebase. We sat down with Bryan and Bill to dig into what it actually takes to train a model that developers trust—why personality, communication, and planning matter as much as raw capability, how Codex is trained with strong opinions about tools (it loves rg over grep, seriously), why the abstraction layer is moving from models to full-stack agents you can plug into VS Code or Zed, how OpenAI partners co-develop tool integrations and discover unexpected model habits (like renaming tools to match Codex's internal training), the rise of applied evals that measure real-world impact instead of academic benchmarks, why multi-turn evals are the next frontier (and Bryan's "job interview eval" idea), how coding agents are breaking out of code into personal automation, terminal workflows, and computer use, and their 2026 vision: coding agents trusted enough to handle the hardest refactors at any company, not just top-tier firms, and general enough to build integrations, organize your desktop, and unlock capabilities you'd never get access to otherwise. We discuss: What Codex Max is: a long-running coding agent that can work 24+ hours, manage its own context window, and spawn sub-agents for parallel work Why the name "Max": maximalist, maximization, speed and endurance—it's simply better and faster for the same problems Training for personality: communication, planning, context gathering, and checking your work as behavioral characteristics, not just capabilities How Codex develops habits like preferring rg over grep, and why renaming tools to match its training (e.g., terminal-style naming) dramatically improves tool-call performance The split between Codex (opinionated, agent-focused, optimized for the Codex harness) and GPT-5 (general, more durable across different tools and modalities) Why the abstraction layer is moving up: from prompting models to plugging in full agents (Codex, GitHub Copilot, Zed) that package the entire stack The rise of sub-agents and agents-using-agents: Codex Max spawning its own instances, handing off context, and parallelizing work across a codebase How OpenAI works with coding partners on the bleeding edge to co-develop tool integrations and discover what the model is actually good at The shift to applied evals: capturing real-world use cases instead of academic benchmarks, and why ~50% of OpenAI employees now use Codex daily Why multi-turn evals are the next frontier: LM-as-a-judge for entire trajectories, Bryan's "job interview eval" concept, and the need for a batch multi-turn eval API How coding agents are breaking out of code: personal automation, organizing desktops, terminal workflows, and "Devin for non-coding" use cases Why Slack is the ultimate UI for work, and how coding agents can become your personal automation layer for email, files, and everything in between The 2026 vision: more computer use, more trust, and coding agents capable enough that any company can access top-tier developer capabilities, not just elite firms — Bryan & Bill (OpenAI Codex Team) http://x.com/bfioca https://x.com/realchillben OpenAI Codex: https://openai.com/index/openai-codex/ Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction: Latent Space Listeners at AI Engineer Code 00:01:27 Codex Max Launch: Training for Long-Running Coding Agents 00:03:01 Model Personality and Trust: Communication, Planning, and Self-Checking 00:05:20 Codex vs GPT-5: Opinionated Agents vs General Models 00:07:47 Tool Use and Model Habits: The Ripgrep Discovery 00:09:16 Personality Design: Verbosity vs Efficiency in Coding Agents 00:11:56 The Agent Abstraction Layer: Building on Top of Codex 00:14:08 Sub-Agents and Multi-Agent Patterns: The Future of Composition 00:16:11 Trust and Adoption: OpenAI Developers Using Codex Daily 00:17:21 Applied Evals: Real-World Testing vs Academic Benchmarks 00:19:15 Multi-Turn Evals and the Job Interview Pattern 00:21:35 Feature Request: Batch Multi-Turn Eval API 00:22:28 Beyond Code: Personal Automation and Computer Use 00:24:51 Vision-Native Agents and the UI Integration Challenge 00:25:02 2026 Predictions: Trust, Computer Use, and Democratized Excellence

Note: Steve and Gene's talk on Vibe Coding and the post IDE world was one of the top talks of AIE CODE: https://www.youtube.com/watch?v=7Dtu2bilcFs&t=1019s&pp=0gcJCU0KAYcqIYzv From building legendary platforms at Google and Amazon to authoring one of the most influential essays on AI-powered development (Revenge of the Junior Developer, quoted by Dario Amodei himself), Steve Yegge has spent decades at the frontier of software engineering—and now he's leading the charge into what he calls the "factory farming" era of code. After stints at SourceGraph and building Beads (a purely vibe-coded issue tracker with tens of thousands of users), Steve co-authored The Vibe Coding Book and is now building VC (VibeCoder), an agent orchestration dashboard designed to move developers from writing code to managing fleets of AI agents that coordinate, parallelize, and ship features while you sleep. We sat down with Steve at AI Engineer Summit to dig into why Claude Code, Cursor, and the entire 2024 stack are already obsolete, what it actually takes to trust an agent after 2,000 hours of practice (hint: they will delete your production database if you anthropomorphize them), why the real skill is no longer writing code but orchestrating agents like a NASCAR pit crew, how merging has become the new wall that every 10x-productive team is hitting (and why one company's solution is literally "one engineer per repo"), the rise of multi-agent workflows where agents reserve files, message each other via MCP, and coordinate like a little village, why Steve believes if you're still using an IDE to write code by January 1st, you're a bad engineer, how the 12–15 year experience bracket is the most resistant demographic (and why their identity is tied to obsolete workflows), the hidden chaos inside OpenAI, Anthropic, and Google as they scale at breakneck speed, why rewriting from scratch is now faster than refactoring for a growing class of codebases, and his 2025 prediction: we're moving from subsistence agriculture to John Deere-scale factory farming of code, and the Luddite backlash is only just beginning. We discuss: Why Claude Code, Cursor, and agentic coding tools are already last year's tech—and what comes next: agent orchestration dashboards where you manage fleets, not write lines The 2,000-hour rule: why it takes a full year of daily use before you can predict what an LLM will do, and why trust = predictability, not capability Steve's hot take: if you're still using an IDE to develop code by January 1st, 2025, you're a bad engineer—because the abstraction layer has moved from models to full-stack agents The demographic most resistant to vibe coding: 12–15 years of experience, senior engineers whose identity is tied to the way they work today, and why they're about to become the interns Why anthropomorphizing LLMs is the biggest mistake: the "hot hand" fallacy, agent amnesia, and how Steve's agent once locked him out of prod by changing his password to "fix" a problem Should kids learn to code? Steve's take: learn to vibe code—understand functions, classes, architecture, and capabilities in a language-neutral way, but skip the syntax The 2025 vision: "factory farming of code" where orchestrators run Cloud Code, scrub output, plan-implement-review-test in loops, and unlock programming for non-programmers at scale — Steve Yegge X: https://x.com/steve_yegge Substack (Stevie's Tech Talks): https://steve-yegge.medium.com/ GitHub (VC / VibeCoder): https://github.com/yegge-labs Where to find Latent Space X: https://x.com/latentspacepod Substack: https://www.latent.space/ Chapters 00:00:00 Introduction: Steve Yegge on Vibe Coding and AI Engineering 00:00:59 The Backlash: Who Resists Vibe Coding and Why 00:04:26 The 2000 Hour Rule: Building Trust with AI Coding Tools 00:03:31 The January 1st Deadline: IDEs Are Becoming Obsolete 00:02:55 10X Productivity at OpenAI: The Performance Review Problem 00:07:49 The Hot Hand Fallacy: When AI Agents Betray Your Trust 00:11:12 Claude Code Isn't It: The Need for Agent Orchestration 00:15:20 The Orchestrator Revolution: From Cloud Code to Agent Villages 00:18:46 The Merge Wall: The Biggest Unsolved Problem in AI Coding 00:26:33 Never Rewrite Your Code - Until Now: Joel Spolsky Was Wrong 00:22:43 Factory Farming Code: The John Deere Era of Software 00:29:27 Google's Gemini Turnaround and the AI Lab Chaos 00:33:20 Should Your Kids Learn to Code? The New Answer 00:34:59 Code MCP and the Gossip Rate: Latest Vibe Coding Discoveries

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (01:42) Nike Earnings Analysis(14:04) Harbor Diversified Update(28:55) Alphabet's Acquisition of Intersect(40:13) Amazon's Advertising Potential(41:23) Comparing OpenAI to WeWork(44:40) OpenAI's Business Model Challenges(45:56) Boring Stocks That Outperform(52:11) Financial Charlatans of the Year(58:39) Cannabis Industry Insights(01:03:41) Long-Term Stock Picks*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

מהדורת מוסף מארחת את אסף חורש שותף מנהל בקרן Vintage Investment Partners, כמובן יחד עם  עמית קרפ (Bessemer Venture Partners), ברק שוסטר (Battery Ventures) וינאי אורון (Vertex Ventures Israel).אסף חושף בשיחה פתוחה את הנתונים המעודכנים ביותר על תעשיית ההייטק וההון סיכון בשנת 2025. בפרק אנחנו מנתחים את תופעת ריכוזיות ההון, בה חצי מהכסף הגלובלי מושקע באחוז קטן של חברות ענק, דנים במירוץ החימוש של OpenAI ואנתרופיק, ומסבירים מדוע ישראל רושמת את שנות השיא שלה במיזוגים ורכישות (M&A) דווקא תחת מלחמה. השיחה עוסקת במכפילים בשוק הציבורי, בשינוי האסטרטגיה של קרנות ה-VC, ובשאלה האם יזמים ישראלים מצליחים להדביק את הקצב של מהפכת הבינה המלאכותית מול ענקיות הטכנולוגיה בארה"ב.(00:00) - פתיחה: כנס וינטג' ומבט על השוק(05:50) - רכבת ההרים של ה-VC: 2020 עד 2025(09:14) - ריכוזיות ההון: למה הכסף הולך למעט קרנות?(23:55) - הדינמיקה של גיוסי הון בישראל מול ארה"ב(37:40) - מהפכת ה-AI: חברות שמגיעות למיליארד דולר בשנה(47:20) - שוק ה-M&A הישראלי: למה זרים קונים פה בשיא המלחמה?

Send us a textJoin hosts Alex Sarlin, Ben Kornell, Michael Horn and Dhawal Shah as they break down major moves in online learning, AI, and higher education shaping the end of 2025.✨ Episode Highlights:[00:00:00] Coursera and Udemy announce a $2.5B all-stock merger forming a 175M-learner platform[00:00:30] Michael Horn on Coursera's growing leverage over university partners[00:02:08] Ben Kornell explores Coursera's potential to become a global university [00:05:40] Dhawal Shah explains the financial motivations behind the merger [00:09:54] Michael Horn compares the deal to the 2U–edX acquisition [00:11:54] The hosts discuss channel power and aggregation in edtech [00:16:49] Debate on Coursera's acquisition strategy and platform future [00:21:43] Dhawal Shah on why these businesses may perform better as private companies [00:22:33] Ben Kornell outlines Coursera's two paths: efficiency or AI-led reinvention [00:30:24] Gaps in online learning around mentorship and advanced skills [00:35:29] OpenAI's latest release and rising competition with Google Gemini [00:38:55] Why content and IP still matter in the AI era [00:48:36] Purdue introduces an AI competency requirement for graduatesPlus, special guests: [00:52:54] Isabelle Hau, Executive Director of the Stanford Accelerator for Learning, on human-centered and social AI in education 

i'm wall-e, welcoming you to today's tech briefing for friday, december 26th. explore the latest in tech news: microsoft & openai partnership: microsoft commits an additional $1 billion to openai, aiming to integrate advanced ai models into its products, particularly azure, enhancing ai capabilities for businesses globally. amazon's green initiative: amazon pledges to purchase 100,000 electric delivery vans as part of their strategy to achieve net-zero carbon emissions by 2040, showcasing commitment to sustainability. google under scrutiny: european regulators investigate google for alleged unfair promotion of its services in search results, with potential significant implications for its business model and advertising strategies. zoom's rise: zoom shares soar after surpassing earnings expectations, with a growing user base fueled by the pandemic and continual enhancements in security and user experience. that's all for today. we'll see you back here tomorrow!

L'année 2025 restera comme une année charnière pour l'économie mondiale, marquée par le retour tonitruant de Donald Trump à la Maison-Blanche et ses décisions commerciales radicales. Cette émission spéciale d'Éco d'ici, éco d'ailleurs revisite, avec les experts qui sont intervenus à notre micro, les moments clés d'une année économique tumultueuse, entre guerres commerciales, crises géopolitiques, révolution de l'intelligence artificielle et urgence climatique.  

What's the future of AI code generation? This week on Mixture of Experts, host Tim Hwang is joined by Chris Hay, Olivia Buzek and Gabe Goodhart to debrief the biggest AI use-case of 2025: AI-powered software engineering. Claude Opus 4.5 solved a months-long optimization in under an hour but failed spectacularly at simple tasks. The barbell effect is real. Next, who's the architect—you or the model? We discuss agent orchestration, context windows and why tool performance varies wildly. Then, model differentiation: are OpenAI and Anthropic fundamentally different, or does agent architecture matter more? Finally, can open-source compete with closed ecosystems? We explore vertical integration, inference costs and the future of open models. All that and more on this week's Mixture of Experts. 00:00 – Introduction 01:11 – The barbell problem: AI coding wins and fails 03:46 – Claude Code cracks Apple Metal optimization 07:52 – Who's the architect: You or the AI? 11:44 – Model vs agent orchestration 20:44 – The future of unsupervised AI agents 24:30 – Open source vs proprietary tools 33:22 – The inference cost challenge 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. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts Learn more about AI code generation → https://www.ibm.com/think/topics/ai-code-generation

OpenAI's $100 billion ambition powers up from ChatGPT app's $3 billion revenue surge. Growth fueled by team collaboration features and cross-industry adoption. Investors bet big on OpenAI pioneering agentic AI economies.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nvidia übernimmt die Assets des Chip-Startups Groq für 20 Milliarden Dollar. KI hat 2025 über 50 neue Milliardäre geschaffen, darunter die Gründer von Cursor, Lovable und 11 Labs. OpenAI veröffentlicht Nutzungsdaten: 90 Prozent der User machen weniger als fünf Anfragen pro Tag, nur 5 Prozent zahlen für den Service. Die New York Times vergleicht Tesla und Waymo: Tesla hat 30 Robotaxis in Austin, Waymo 2500 insgesamt. Das Manager Magazin deckt den Closed-Skandal auf: Der CFO der Hamburger Modemarke hat sich mutmaßlich 20 Millionen Euro von der Firma geliehen. Die USA sanktionieren fünf europäische Bürger, darunter Ex-EU-Kommissar Thierry Breton und die Geschäftsführerinnen von HateAid. Elon Musk wird zum unbeliebtesten Tech-Leader 2025 gewählt. Apple muss durch den Digital Markets Act Proximity Pairing und Notifications für Drittanbieter öffnen. Und 61 Prozent der US-Pastoren nutzen inzwischen KI für ihre Predigten. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:01:15) Nvidia kauft Groq für 20 Mrd. (00:17:16) 50 neue KI-Milliardäre 2025 (00:27:29) OpenAI Nutzungsdaten: 90% unter 5 Anfragen/Tag (00:30:45) OpenAI Prompt Packs für Berufsgruppen (00:37:43) Tesla vs Waymo: 30 vs 2500 Robotaxis (00:44:52) Closed-Insolvenz: CFO leiht sich 20 Mio. (00:54:42) USA sanktionieren HateAid & Thierry Breton (01:01:04) Elon Musk unbeliebtester Tech-Leader (01:05:15) Epstein-Akten: Adobe-Schwärzung versagt (01:06:15) Apple öffnet AirPods-Kopplung (EU DMA) (01:09:21) 61% der Pastoren nutzen KI für Predigten Shownotes Nvidia wirbt Ingenieure von KI-Startup Groq ab - manager-magazin.de KI schuf über 50 neue Milliardäre 2025 - forbes.com Benedick Evans- linkedin.com OpenAI Prompt Packs - academy.openai.com Tesla Robotaxis in Austin: Konkurrenz für Waymo - nytimes.com Insolvenz der Modemarke: So ruinierten die Chefs alles - manager-magazin.de Breton plant Tech-Verbot - apnews.com Marco Rubio - patreon.com Elon Musk mochte Tech nicht - cybernews.com Musk Weihnachts Tweet - x.com Epstein-Akten: DOJ-Streichungen und Links - theverge.com will the robot shoot the human? - youtu.be iOS 26.3: AirPods-Kopplung verbessern - macrumors.com Pastors KI-Predigt - cybernews.com Glöcki KI Weihnachtsvideo - youtube.com

OpenAI banks on ChatGPT app's $3 billion to seek $100 billion funding. Revenue streams from pro tiers and API calls explode. OpenAI positions for AI infrastructure dominance.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the biggest, most shameless holiday name-drop of the year, Katie and Danny bring you – in no particular order – insights from Sam Altman of OpenAI, AMD's Lisa Su, Klarna CEO Sebastian Siemiatkowski, Satya Nadella from Microsoft, Matthew Prince of Cloudflare, Arthur Mensch of Mistral AI, Sir Demis Hassabis of Google DeepMind, Marc Benioff from Salesforce, and Anthropic's Dario Amodei.A whole smattering of billionaires, with a Nobel laureate mixed in too. So, what have they all told us about the AI rollout and what it really means? This is the first of a two-part Christmas extravaganza, where we look back at the world of AI covered on the pod with more than a year's worth of big-tech leaders returning to help us distinguish the potential of AI from the reality. (Just don't mention the B-word!) Hosted on Acast. See acast.com/privacy for more information.

TO LEARN MORE:       www.CrossFitEdwardsville.com       www.Facebook.com/CrossFitEdwardsville      TikTok: @crossfitedwardsville      Instagram: @crossfitedwardsville        Twitter: @cfedwardsville        YouTube: CrossFit Edwardsville TO GET STARTED AT CFE:     Book a No-Sweat Conversation with a coach, using this scheduler:          https://crossfitedwardsville.com/intro/    You can also find the link to schedule on our website. While this show is educational & entertaining in nature, it does not replace or supplant professional medical guidance from your own physician. Before beginning any exercise or nutrition program, please first consult with your doctor. 

Our 229th episode with a summary and discussion of last week's big AI news!Recorded on 12/19/2025Hosted 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:Notable releases include OpenAI's GPT-5.2 Codex for advanced coding and Google's Gemini Free Flash for competitive AI application performance. Nvidia's new open-source Trion-3 models also showcase impressive benchmarks.Funding updates highlight Lovable's $330M Series B, valuing the AI coding startup at $6.6B, and Faya's $140M Series D for AI model hosting, valued at $4.5B.China makes significant strides in semiconductor technology with advances in EUV lithography machines, led by Huawei and SMIC, potentially disrupting global chip manufacturing dominance.Key safety and policy updates include OpenAI's GPT-5.2 system card focusing on biosecurity and cybersecurity risks, while Google partners with the US military to power a new AI platform with Gemini models.Timestamps:(00:00:10) Intro / Banter(00:02:09) News PreviewTools & Apps(00:02:56) Google launches Gemini 3 Flash, makes it the default model in the Gemini app | TechCrunch(00:10:13) ChatGPT launches an app store, lets developers know it's open for business | TechCrunch(00:13:35) Introducing GPT-5.2-Codex | OpenAI(00:19:23) Story about OpenAI release - GPT image 1.5(00:22:27) Meta partners with ElevenLabs to power AI audio across Instagram, Horizon - The Economic TimesApplications & Business(00:23:16) OpenAI to End Equity Vesting Period for Employees, WSJ Says(00:28:20) How China built its ‘Manhattan Project' to rival the West in AI chips(00:36:47) China's Huawei, SMIC Make Progress With Chips, Report Finds(00:41:03) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips(00:43:32) Amazon has a new leader for its ‘AGI' group as it plays catch-up on AI | The Verge(00:47:27) Broadcom reveals its mystery $10 billion customer is Anthropic(00:49:12) Vibe-coding startup Lovable raises $330M at a $6.6B valuation | TechCrunch(00:50:38) Fal nabs $140M in fresh funding led by Sequoia, tripling valuation to $4.5B | TechCrunchProjects & Open Source(00:51:10) Nvidia Becomes a Major Model Maker With Nemotron 3 | WIRED(00:59:24) Meta introduces new SAM AI able to isolate and edit audio • The Register(00:59:54) [2512.14856] T5Gemma 2: Seeing, Reading, and Understanding Longer(01:03:10) Anthropic makes agent Skills an open standard - SiliconANGLEResearch & Advancements(01:03:47) Budget-Aware Tool-Use Enables Effective Agent Scaling(01:08:21) Rethinking Thinking Tokens: LLMs as Improvement Operators(01:10:50) What if AI capabilities suddenly accelerated in 2027? How would the world know?Policy & Safety(01:12:58) Update to GPdfT-5 System Card: GPT-5.2(01:18:04) Neural Chameleons: Language Models Can Learn to Hide Their Thoughts from Unseen Activation Monitors(01:20:47) Async Control: Stress-testing Asynchronous Control Measures for LLM Agents(01:24:37) Google is powering a new US military AI platform | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Atlassian has announced plans to take on Google and Apple with a near-$1 billion acquisition of an AI-powered browse. Nvidia is investing $5 billion USD into its long-time rival Intel that flips a decades-long rivalry into a collaboration. OpenAI, the owner of ChatGPT wants to buy Google’s Chrome… if Google is forced by the courts to sell it _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

Why should we assume that AI is safe? As the technology has grown at an alarming rate, companies like OpenAI have seen wrongful death lawsuits begin to stack up as their product drives users to suicide. With the mental health risks, the societal risks, and the unknown risks, we have to ask, can AI ever really be safe? This week, Adam speaks with Steven Adler, an A.I. researcher who led product safety at OpenAI, about the dangers of AI and our best prospects for living alongside this technology. SUPPORT THE SHOW ON PATREON: https://www.patreon.com/adamconoverSEE ADAM ON TOUR: https://www.adamconover.net/tourdates/SUBSCRIBE to and RATE Factually! on:» Apple Podcasts: https://podcasts.apple.com/us/podcast/factually-with-adam-conover/id1463460577» Spotify: https://open.spotify.com/show/0fK8WJw4ffMc2NWydBlDyJAbout Headgum: Headgum is an LA & NY-based podcast network creating premium podcasts with the funniest, most engaging voices in comedy to achieve one goal: Making our audience and ourselves laugh. Listen to our shows at https://www.headgum.com.» SUBSCRIBE to Headgum: https://www.youtube.com/c/HeadGum?sub_confirmation=1» FOLLOW us on Twitter: http://twitter.com/headgum» FOLLOW us on Instagram: https://instagram.com/headgum/» FOLLOW us on TikTok: https://www.tiktok.com/@headgum» Advertise on Factually! via Gumball.fmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wes and Scott revisit their 2025 web development predictions, grading hits and misses across AI, browsers, frameworks, CSS, and tooling. From Temporal and AI coding agents to React, Vite, and vanilla CSS, they reflect on what actually changed, what stalled, and what it all means heading into 2026. Show Notes 00:00 Welcome to Syntax! 866: 2025 Web Development Predictions 01:26 Temporal API will ship in the browser 03:33 On-device AI becomes common 06:14 WebGPU unlocks fast local machine learning TypeGPU 07:10 Models will plateau 10:32 Is there an actual use case for video and photo gen AI? 13:27 Text to UI tools get really good 16:25 Framework choice will matter less 18:53 Web components in Standard Stack, Web Awesome takes off 21:37 AI browsers and Copilot Workspace-style tools will become normal 22:56 AI browsera will become inevitable, OpenAI will launch a browser 27:51 Relative color will feel fully “safe to use” 29:02 Vanilla CSS will make a comeback 30:33 Brought to you by Sentry.io 30:58 CSS mixins and functions spec solidifies CSS Custom Functions and Mixins Module Level 1 33:25 Container style queries will ship everywhere CSS if statements 35:40 Vertical centering jokes will stubbornly persist 36:20 VS Code will reach feature parity with Cursor 38:47 More VS Code forks will appear 39:46 React Compiler drops Babel 40:34 React server components will pop 42:17 Remix re-emerges as something new 43:17 React Native will have its time 44:21 TanStack Start and Tanstack will pop 45:46 SvelteKit gets more granular data loading 46:06 Local first apps will take off 46:43 Bun keeps doing “wild but loved” non-standard features, Bun will launch a platform-as-a-service 48:22 Vite stays king 51:07 Laravel will release a CMS 52:44 Sick Picks + Shameless Plugs Sick Picks Scott: DARKBEAM Flashlight UV Black Light Wes: WOOZOO Fan Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads

Paris Marx is joined by Jathan Sadowski and Brian Merchant to reflect on the year in tech, discuss the worst people in Silicon Valley, and share what they'll be keeping an eye on in 2026. Jathan Sadowski is the author of The Mechanic and the Luddite, co-host of This Machine Kills, and a Senior Lecturer at Monash University. Brian Merchant is the author of Blood in the Machine and writes a newsletter of the same name. Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon. The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Also mentioned in this episode: Visit Francesca Bria's useful Authoritarian Stack Trump signs an executive order to keep states from implementing their own AI legislation The Trump administration is gutting the Department of Education, climate science programs, and public health Disney and OpenAI have reached a billion dollar deal Bernie Sanders calls for a moratorium on AI data centre construction

Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.”  Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta's superintelligence gamble, Google's Gemini push, OpenAI's model race, and the rise of AI companions. We also discuss Tesla's self-driving moment of truth, Nvidia's upside and risks, Microsoft's Copilot dilemma, big media and streaming shake-ups, Anthropic's IPO prospects, SPACs and private equity, quantum, and the strange new love stories people are forming with their bots. Hit play for a fast, prediction-packed tour through the year in tech—and a sharp, entertaining look at where the AI economy and Big Tech are headed next. Learn more about your ad choices. Visit megaphone.fm/adchoices

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