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Have I Been Pwned creator Troy Hunt reveals how a homegrown AI sidekick helps manage billions of hacked credentials, but even the smartest bots aren't immune to hallucinations and headaches. White House Considers Vetting A.I. Models Before They Are Released Elon Musk admits xAI distilled OpenAI models Introducing SubQ - a major breakthrough in LLM intelligence. OpenAI releases GPT-5.5 Instant update to make ChatGPT smarter with fewer emoji Higher usage limits for Claude and a compute deal with SpaceX Anthropic Starting today, agents can now be Cloudflare customers. They can create a Cloudflare account, start a paid subscription, register a domain, and get back an API token to deploy code right away. https://t.co/qFgCivQTTi We just launched the @Link CLI: https://t.co/nAjPpC2lbb. Tell your friendly neighborhood agent about it -- agents can use the Link CLI to create single-use credentials that you get to synchronously approve each time. When Daawkins met Claude - UnHerd I am one of those whose research points to the conclusion that the mind is computable. Say Hello to the Internet of AI The greatest capital misallocation in history? AI Water Use Distractions and Lessons for California - California WaterBlog China has decided that firing a worker because an AI can do their job is illegal. No Western country has done the same. Academy announces major overhaul to rules AI outperforms doctors in Harvard trial of emergency triage diagnoses The Quest to Use AI to Help Find New Drugs Have LLMs improved patient outcomes? As workers worry about AI, Nvidia's Jensen Huang says AI is 'creating an enormous number of jobs' Maryland Is First to Ban A.I.-Driven Price Increases in Grocery Stores California to begin ticketing driverless cars that violate traffic laws Google Chrome silently installs a 4 GB AI model on your device without consent. At a billion-device scale the climate costs are insane. — That Privacy Guy! 'This is fine' creator says AI startup stole his art Google DeepMind Takes Minority Stake in Maker of 'Eve Online' He Couldn't Land a Job Interview. Was AI to Blame? Empty Screenings Furwall by Ollie Wagner DataCenter.FM
Dan Nathan and Guy Adami broadcast from FactSet's FOCUS Conference in Austin, highlighting FactSet's AI innovations, its partnership with Risk Reversal Media, and Dan's upcoming main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narrative versus the value of closed, reliable data systems like FactSet, then shift to markets: software's technical setup, Oracle's overshoots, and an explosive semiconductor/memory rally (SOXX at highs) featuring sharp moves in Intel, Micron, Western Digital, Seagate, and SanDisk. They flag frothy private-market AI valuations (OpenAI, Anthropic, SpaceX), risks of double/triple ordering and eventual margin deterioration, and cite Palantir's weak post-earnings price action as a possible “fever break.” They also cover energy (Devon, OIH vs XLE), macro/valuation concerns, and weakening signals from Visa/Mastercard and banks. They promote the new YouTube dinner-series “Standing Table,” sponsored by Apex Fintech Solutions. Show Notes Watch our pod with Dan Benton: https://youtu.be/ijtHKlDYvO03 Watch the trailer for 'Standing Table': https://youtu.be/JymGJWG98r0 —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Jurors and journalists are getting a peak behind the world of OpenAI and its founding as two of the richest, most powerful men in tech duke it out in an Oakland federal courthouse. At issue is whether Sam Altman and other co-founders of OpenAI abandoned their founding promise to develop AI for the benefit of humanity. But does anyone here really have our best interests at heart? KQED's Rachael Myrow takes us inside. Links: How to Unscramble an Omelet in Silicon Valley: The Musk v. Altman Trial That Will Try Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Chris sits down with James Beshara - founder of Magic Mind, angel investor in 150+ companies (Mercury, Alchemy, Gusto, Halo Top), and a Dallas native who built Tilt and sold it to Airbnb. James spent two years tinkering with Magic Mind before he ever called it a business. Today it's a $100M CPG brand and the #1 health shot in natural retail - run with 10 employees, no Slack, almost no meetings, and a founder-CEO split he calls the Palmer Lucky lane. He is also one of the more thoughtful voices on the question every operator eventually wrestles with: what to build, when to build it, and how to know whether you are actually wired for it. They discuss: - How Magic Mind got to $100M with 10 employees, no Slack, and almost no meetings - The Palmer Lucky lane - how to be a founder without being the CEO - Why scratching your own itch beats chasing big ideas on a notepad - His biggest miss as an angel investor - the OpenAI seed round, what one investor calculated as the equivalent of 30 Googles - Wave selection - why standing still is sometimes the highest-leverage move in business - The Bhagavad Gita and surrendering into a duty-bound existence - Apt - the new company he sat on for seven years before building it Timestamps: (04:30) Where Can You Be Most Uniquely Useful? (10:02) The Nootropics Rabbit Hole(15:49) Wave Selection as a Business Philosophy (18:14) Retention is King (29:02) Asynchronous-First Company Culture (41:30) Magic Mind's Core Values (45:53) Cracking the Meta/Instagram Algorithm (52:22) Scaling Beyond E-Commerce (1:07:29) Founders are Sleeping on the Power of Encouragement (1:20:28) The Bhagavad Gita, Lion King & Duty (1:30:10) Surrendering to a Duty-Bound Existence You can receive 50% using the code POWERS50 at Magic Mind: https://magicmind.com/ Apt: https://www.tryapt.ai/ Support our Sponsors Collateral Partners: https://collateral.com/fort Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO
In today's episode I share the story of how a decision made in the back of a van in Sri Lanka sent me and my team down a path I never saw coming.When Anthropic refused to sign the US government's data sharing agreement and OpenAI didn't, I knew we had to move. What started as getting off ChatGPT turned into something that has completely shifted the direction of my business. On the 25th of April, we launched Maggie 2.0 into beta, and the feedback has blown us away.But this episode isn't really about Maggie. It's about what happens when you stop trying to figure out your purpose and just follow your energy. Strategy and authority didn't take me where my mind thought I was going. It took me somewhere better.I trust you will get what you need from this episode, and make sure you come let me know how it resonated with you on instagram @the_human_design_coachBig love,MxxGet on the waitlist for Maggie 2.0: The AI Operator for Visionaries: https://www.emmadunwoody.com/maggie-waitlistOTHER RESOURCESWant more on Human Design? Explore the ways to get involved below:Get Your Free Human Design Chart: https://www.emmadunwoody.com/get-your-chartThe Feminine Success Framework: https://www.emmadunwoody.com/feminine-success-frameworkMaggie - Magnetic by Design AI: https://www.emmadunwoody.com/maggieThe HDx Collective: https://www.emmadunwoody.com/collectiveHuman Design Unhinged: https://www.humandesignunhinged.com/Secret Podcast: The Human Design Podcast (Unhinged): https://thehumandesignpodcast.supercast.com/Instagram @the_human_design_coachMusic: Spark Of Inspiration by Shane Ivers - https://www.silvermansound.comSupport the show
The AI Breakdown: Daily Artificial Intelligence News and Discussions
OpenAI and Anthropic are moving deeper into enterprise AI services, but NLW argues the real story is organizational readiness. The episode explores why “buy and hope” AI adoption keeps failing, why power users get blocked by company structures, and why the next phase of AI deployment requires leaders to redesign how work gets done. In the headlines: White House AI model review, new lab access agreements, and AI safety oversight.Check out the new AI Executive Catch-Up Program from AIDB Training: https://aiexecutivecatchup.com/April AI Usage Pulse Survey: https://tally.so/r/LZEyGyBrought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/NavigateGranola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidailyMercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-bankingZenflow Work - Agents for knowledge work - https://zenflow.free/Drata - The agentic trust management platform - https://drata.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss whether Apple made the right decision to hold off on spending a mid-sized country GDP worth of money on AI infrastructure, and whether the company's restraint will continue under incoming CEO John Ternus. We also cover OpenAI and Microsoft scrapping their "AGI" claude and whether Microsoft should've agreed to let OpenAI work with Amazon. We round off with a state of Stargate and where the risk is in the AI buildout. Tune in for a high-energy conversation about AI and tech's most pressing issues. ——— 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Folks, on this week's all new episode we hear about the Chick-fil-A $80k mac n' cheese fraud, how the 'Loveland Frogman' could become Ohio's official cryptid, the Taco Bell employee who fired a gun at people putting soda in a water cup, OpenAI constantly talking about goblins, and the trick to stop seagulls from stealing your lunchBUY ELI'S NEW STAND UP ALBUM HERE: https://eliyudin.bandcamp.com/album/humble-offeringOR WATCH IT HERE: https://tinyurl.com/2wwdrpjcBecome a patron for weekly bonus eps and more stuff! :www.patreon.com/whatatimepodCheck out our YouTube channel: https://www.youtube.com/c/whatatimetobealiveGet one of our t-shirts, or other merch, using this link! https://whatatimepod.bigcartel.com/whatatimepod.comJoin our Discord chat here:discord.gg/jx7rB7JTheme music by Naughty Professor: https://www.naughtyprofessormusic.com/@pattymo // @kathbarbadoro // @eliyudin// @whatatimepod©2026 What A Time LLC
A fragile ceasefire between the US and Iran is being tested as tensions escalate. We have new developments in the fight over access to an abortion pill. A high-profile legal battle between Blake Lively and Justin Baldoni's production company will no longer go to trial. What we're learning about Elon Musk's prior efforts to settle with OpenAI. Plus, details on Britney Spears' DUI plea deal. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Big Tech is pouring hundreds of billions into AI, but with rising signs of an industry bubble and some real-world fallout, this week's episode digs into who actually wins, who stands to lose, and whether Apple's patient strategy may outsmart the hype. Big Tech firms beat earnings expectations amid AI spending questions RIP the $599 Mac Mini, you were too beautiful for this world Microsoft lifts 2026 AI spend by $25 billion to cover component price rises Microsoft speeds up in Big Tech's data center spend-off Crosswording the Situation Meta's historic loss in court could cost a lot more than $375 million Utah first state to hold websites liable for users who mask their location with VPNs — law goes into effect, designed to prevent bypassing age checks Australia unveils a 2.25% levy on Meta, Google, and TikTok Meta found in breach of EU law for failing to keep children off Facebook and Instagram Meta inks deal for solar power at night, beamed from space Musk v. Altman week 1: Elon Musk says he was duped, warns AI could kill us all, and admits that xAI distills OpenAI's models OpenAI-backed 1X opens California factory targeting 10,000 home humanoid robots in year one Sam Altman asked GPT-5.5 to plan its own launch party. Its requests were 'beautiful' but 'strange.' Sam Altman says Elon Musk can come to his GPT 5.5 party: 'World needs more love' The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading 'We Know You Live Right Here': No Secrets in America's New Surveillance Dragnet California to begin ticketing driverless cars that violate traffic laws China Suspends New Autonomous Driving Permits After Baidu Outage China has decided that firing a worker because an AI can do their job is illegal. No Western country has done the same. Maryland Is First to Ban A.I.-Driven Price Increases in Grocery Stores The most severe Linux threat to surface in years catches the world flat-footed Hackers are actively exploiting a bug in cPanel, used by millions of websites The Hottest Anti-AI Gadget Is a Cyberdeck Jack Dorsey-backed Vine reboot Divine launches to the public GameStop eyes eBay takeover in audacious $46 billion bet on Ryan Cohen's e-commerce vision AI-generated actors and scripts are now ineligible for Oscars Ukraine says it's training drone pilots in 'Grand Theft Auto V' This free website is like Wikipedia meets the CIA Light Phone III Is a Delightfully Minimalist Smartphone Alternative Valve Steam Controller is here, it's a gamepad in search of a console Bluetooth Connected - The Voices Behind the Connection Spirit Airlines shuts down after Trump's war on Iran doubled jet fuel prices Ask.com has shut down, marking the official farewell to the Internet's favorite butler Pioneering geneticist and decoder of the human genome J. Craig Venter dies at age 79 Host: Leo Laporte Guests: Nicholas De Leon, Devindra Hardawar, and Mikah Sargent Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit expressvpn.com/twit box.com/AI
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Email: bidemiologunde@gmail.comIn this episode, host Bidemi Ologunde examines the ongoing legal battle between Elon Musk and Sam Altman over OpenAI's founding mission, corporate structure, and future direction. Was OpenAI built to serve humanity, or has it become another powerful commercial technology company? Who should control advanced AI systems that now influence schools, workplaces, health care, customer service, and everyday decision-making? Through real-world incidents involving chatbot mistakes, fake AI-generated legal citations, and the growing use of AI in daily life, Bidemi explores what this dispute reveals about trust, accountability, healthy technology use, and the kind of AI future society should demand. Support the show
Episode 744 kicks off with new merch in the wild and the ongoing expansion of the “protect the children from the internet” playbook. Manitoba is floating a ban on social media and AI chatbots for kids with details still TBD, while the U.S. Senate Judiciary Committee somehow managed unanimous approval on chatbot age-verification legislation. Utah, not to be outdone, passed SB 73 — a law that tries to pin age verification on VPN users and even bans sites from explaining what a VPN is, a move that will mostly degrade the internet without solving the problem it claims to address. Meanwhile, John Oliver finally unloaded on the AI industry, echoing long-standing criticisms: rushed products, acknowledged risks, and outsourced consequences.In the news, a U.S. Army Special Forces master sergeant was arrested for allegedly turning classified intel about the Maduro capture into a $400K Polymarket win, then attempting to cover it up in ways that suggest poor operational planning. Meta cut more than 1,100 Kenyan content moderators after reports surfaced that they were exposed to explicit footage from smart glasses users, raising serious questions about labor practices in AI pipelines. Google signed a Pentagon AI deal despite internal backlash while posting massive revenue gains, underscoring where incentives actually land. OpenAI, meanwhile, is juggling missed targets, a shift away from Microsoft exclusivity, and continued reputational hits around Sam Altman — including a widely criticized apology tied to a mass shooting and a fabricated Bruno Mars tie-in for his World project. Add in a failed retrial bid from Sam Bankman-Fried, rising volumes of AI-generated web content, and political interference with the National Science Board, and the signal is clear: incentives are misaligned across the board.On the lighter side, Star Trek: Strange New Worlds returns July 23rd for its penultimate season, and Ted Lasso is back August 5th, for better or worse. Jack Dorsey beat the inevitable Elon attempt to reboot Vine with Divine, reviving six-second loops with a decentralized backbone and anti-AI safeguards. Apple continues its slow AI rollout with new photo editing tools, while Google pushes further into data aggregation with wardrobe-level photo analysis. Hardware check: Logitech's MX Keys S lands as a heavier, brighter $119 iteration. In books, Peter Clines delivers with God's Junk Drawer, while Martha Wells signals that the Murderbot series may be nearing its end. The Dark Side with Dave ties it together with gun storage PSAs, Disneyland lore, Galaxy's Edge playlists, and a conversational detour through Super Dave, Martin Short, and the ongoing quirks of instant replay in baseball.Show notes at https://gog.show/744Watch on YouTube at https://youtu.be/P3NOSXlCs9EFOLLOW UPNew Merch!Canadian premier wants to ban social media and AI chatbots for kids in ManitobaSenate Judiciary Committee unanimously approves AI chatbot age verificationUtah's New Law Targeting VPNs Goes Into Effect Next WeekJohn Oliver Just Took the AI Industry Behind a Shed and Beat It With a Pipe WrenchIN THE NEWSUS soldier arrested for allegedly making over $400,000 on Polymarket with classified Maduro informationMeta in row after workers who say they saw smart glasses users having sex lose jobsGoogle employees ask Sundar Pichai to say no to classified military AI useGoogle Signs Pentagon AI Deal Despite Employee BacklashGoogle Gives OpenAI 20 Billion Reasons To WorryOpenAI's Sam Altman apologizes for not reporting ChatGPT account of Tumbler Ridge suspect to policeSam Altman Caught in What May Be His Most Spectacular Lie YetOpenAI ends its exclusive partnership with Microsoft‘Never Talk About Goblins': OpenAI's Instructions to Codex Have a Weirdly Emphatic No-Creatures PolicySam Bankman-Fried Seems to Annoy Judge and Lose Latest Motion for New TrialDead Internet Theory Is 17% of the Way to Becoming Reality, Study FindsMatt Mullenweg thinks WordPress is in decline. He may be rightTrump has terminated several members of the independent National Science BoardAPPS & DOODADSJack Dorsey Beats Elon Musk to the Punch With a Reboot of VineJack Dorsey-backed Vine reboot Divine launches to the publiciOS 27 will reportedly come with new AI-powered photo editing toolsGoogle Photos Wardrobe will scan your pictures to compile a digital version of your closetLogitech MX Keys S KeyboardMEDIA CANDYStar Trek: Strange New Worlds returns for its penultimate season on July 23Star Trek: Strange New Worlds | Season 4 Official Teaser | Paramount+How the Combadge Became the Ultimate Wearable of the ‘Star Trek' UniverseTED LASSO Season 4 | Official Teaser Trailer (2026)AT THE LIBRARYGod's Junk Drawer by Peter ClinesMartha Wells Says the Murderbot Diaries May Be Reaching Its Final ChapterTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingDave gets his Christmas PresentThe Backside of WaterStar Wars: Galaxy's Edge: Oga's Cantina R3X's Playlist #1Marty, Life Is Short | Official Trailer | NetflixBaseball and using instant replay to override the Umpire.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kara and Scott unpack the FCC's attack on Disney and what it means for media and free speech. Then, they break down a massive Big Tech earnings day, the AI spending arms race, and the "ketamine economy." Plus, Elon Musk takes the stand in the OpenAI trial, and Taylor Swift moves to protect her voice and image from AI.Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pump.fun set fire to $370 million in tokens. Luca lays out the airdrop math that says they should have done the opposite. Thank you to our sponsors! MultiChain Advisors is an emerging technology growth firm that has helped create $50B+ in enterprise value for 80+ clients over the past 4 years. They're the partner to help navigate markets. Build real traction today at multichainadv.com Pump.fun had a choice with $370 million worth of its own tokens. It burned them. On this week's Uneasy Money, Luca Netz argues that was the worst option on the table. He lays out the “people's champ” math that, in his view, could have turned Pump.fun into a $5 billion-a-year business if Alon Cohen had launched the biggest airdrop crypto has ever seen—and bought the tokens back at the bottom. Kain Warwick and Taylor Monahan also dig into the 137,000 ETH community effort to plug the KelpDAO hole, why Tay thinks Aave—not Layer Zero or KelpDAO—is the key player in DeFi's latest blowup, and Luca's blunt new take on whether DeFi yield is even worth the risk right now. Plus: Meta paying creators in USDC, the ghost of Libra, and OpenAI's leaked AI-native phone. Hosts: Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security Expert Luca Netz, CEO of Pudgy Penguins Learn more about your ad choices. Visit megaphone.fm/adchoices
Escucha mi Audiolibro: De Novato a Inversionista - El ABC de la Bolsa de Valores https://bit.ly/NovatoInversionista Unete al grupo de inversión: https://www.youtube.com/channel/UCy5-O9CmBVndvL6Kz_BP3-w/join ¿Tu IA produce más, pero no mejor? El 86% de las empresas en LATAM ya usa IA, pero solo 1 de cada 4 la tiene conectada a su operación. Descarga gratis el nuevo reporte de HubSpot y descubre lo que tu equipo necesita saber antes de tomar la próxima decisión sobre IA en 2026: https://hubs.la/Q04cRjrR0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
From GitHub's move to usage-based pricing to Anthropic's reported $900B raise to the White House blocking Mythos's government rollout, this week's stories all point to the same underlying shift — AI moving out of its startup era and into the era of critical infrastructure. A thematic weekly exploration of the meta-story the individual headlines were really telling, plus a closing detour into where OpenAI's Codex goblins came from.April AI Usage Pulse Survey: https://tally.so/r/LZEyGySIGN UP FOR OUR NEW FREE PROGRAM: AGENTOShttps://aidbagentos.ai/Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/NavigateGranola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidailyMercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-bankingZenflow Work - Agents for knowledge work - https://zenflow.free/Drata - The agentic trust management platform - https://drata.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? 3) Is consumer AI not working? 4) Ranjan makes the case for consumer AI 5) Musk vs. OpenAI at trial 6) Potential outcomes of the case 7) Musk admits distillation? 8) Cloud services crush earnings 9) U.S. Senators ban themselves from trading prediction markets 10) CBS Sports' shameless gambling article --- 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz walk through Joby's successful flight from JFK to Manhattan, OpenAI missing their internal revenue targets, and Jerome Powell's last FOMC meeting. ---
OK, not LITERAL goblins, but it's an interesting gremlin that helps us understand model training. Plus, Sony says don't worry about the PlayStation DRM, but doesn't give details, therefore skipping the be happy part.Starring Tom Merritt and Huyen Tue Dao Show notes found here. Hosted on Acast. See acast.com/privacy for more information.
00:00:00 – Mr. Mustache wrecks the studio feed 00:03:26 – InfoWars shutdown sets up Alex Jones clips 00:08:15 – Alex Jones clip parade goes off the rails 00:13:12 – OpenAI tells Codex to stop talking goblins 00:22:22 – AI goblin obsession gets decoded 00:26:53 – Talkie AI gets frozen in 1930 00:31:20 – Claude agent deletes production data 00:36:07 – World War Eleven and phase-one panic 00:40:47 – Stolen spray drones raise terror fears 00:55:15 – White House dinner attack sparks staged claims 00:59:41 – Missing scientists get category-inflated 01:09:33 – Steven Greer hypes the Colombian alien sphere 01:14:05 – Time-travel theories creep into the orb story 01:18:58 – Dynamite girlfriend story finally detonates 01:23:55 – AI MAGA girl scams lonely conservatives 01:37:59 – Bee woman returns for eviction chaos 01:46:49 – Loveland Frogman gets an Ohio bill 01:56:09 – Shablagoo signoff and huckleberry leftovers Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2
Jacob Ward of The Rip Current joins Mikah Sargent on Tech News Weekly! Jacob shares firsthand impressions from the Elon Musk v. OpenAI trial. Razr unveiled the latest iterations of its foldable phones. And Microsoft released the earliest known DOS source code to the public! Jacob just returned from covering the Elon Musk v. OpenAI trial in person! He shared his experience getting inside the courthouse to cover the trial and shares firsthand observations from the courtroom. Patrick Holland of CNET stops by to talk about the new Razr foldable phones, his first impressions with the devices, and laments the price hikes with the phones. And Mikah shares how Microsoft has released the earliest known DOS source code on GitHub - a collection of 870+ pages of dot matrix-printed assembler listings from the early 1980's! Hosts: Mikah Sargent and Jacob Ward Guest: Patrick Holland 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 Sponsors: outsystems.com/twit rippling.com/twit framer.com/tnw scribe.how/tnw
Listen to a recap of the top stories of the day from 9to5Mac. 9to5Mac Daily is available on iTunes and Apple's Podcasts app, Stitcher, TuneIn, Google Play, or through our dedicated RSS feed for Overcast and other podcast players. Sponsored by Bitwarden: Make your life easier with Bitwarden, featuring a secure, open source password manager with end-to-end encryption and seamless autofill across all your devices. New episodes of 9to5Mac Daily are recorded every weekday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories discussed in this episode: OpenAI is making its own phone to compete with the iPhone: report Camera in iOS 27 to feature Siri mode with enhanced Visual Intelligence, per report Apple might ditch MagSafe on future iPhones, per bizarre rumor Listen & Subscribe: Apple Podcasts Overcast RSS Spotify TuneIn Google Podcasts Subscribe to support Chance directly with 9to5Mac Daily Plus and unlock: Ad-free versions of every episode Bonus content Catch up on 9to5Mac Daily episodes! Share your thoughts! Drop us a line at happyhour@9to5mac.com. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
A new layer of AI infrastructure is emerging as Cursor, OpenAI, Anthropic, and Microsoft all push beyond models into the runtime environments that make agents useful. NLW explains why “harness-as-a-service” may become one of the defining categories of the agent era, how it changes what builders can create, and why the next wave of agentic apps may come from renting the runtime instead of assembling every piece from scratch. In the headlines: blowout AI earnings from Google, Amazon, Microsoft, and Meta.April AI Usage Pulse Survey: https://tally.so/r/LZEyGySIGN UP FOR OUR NEW FREE PROGRAM: AGENTOShttps://aidbagentos.ai/Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/NavigateGranola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidailyMercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-bankingZenflow Work - Agents for knowledge work - https://zenflow.free/Drata - The agentic trust management platform - https://drata.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model 20:30 China Blocks $2B Manus Deal — AI Cold War Escalates 34:10 Why Google May Be the Biggest Winner in AI Infrastructure 41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva 46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out 52:10 The Collapse of Private Equity Exit Routes in VC
A new study finds that AI chatbots can be addictive but are the way they're designed partly to blame? Plus Elon Musk's lawsuit against OpenAI is going on this week. We share if we find the story interesting from an information point of view because of the details that will be divulged or because its just entertainment? And we do another round of our popular Name The Price on Zillow game! Starring Sarah Lane, Tom Merritt, Robb Dunewood, Amber MacArthur, Len Peralta, Roger Chang, Joe. To read the show notes click here! Support the show on Patreon by becoming a supporter!
On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The anchors explored which of those tech giants are best positioned in the AI race. Hear what top executives from the four companies said on their respective earnings calls about capex strategy. Also in focus: Shares of Caterpillar and Eli Lilly jump on earnings beats, Nvidia and the AI trade, President Trump lauds the Intel rally as the stock more than doubles in April, Elon Musk back on the stand at the OpenAI trial, PCE — the Fed's preferred inflation gauge — posts its biggest gain in almost three years in wake of the Iran war. 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.
Jacob Ward of The Rip Current joins Mikah Sargent on Tech News Weekly! Jacob shares firsthand impressions from the Elon Musk v. OpenAI trial. Razr unveiled the latest iterations of its foldable phones. And Microsoft released the earliest known DOS source code to the public! Jacob just returned from covering the Elon Musk v. OpenAI trial in person! He shared his experience getting inside the courthouse to cover the trial and shares firsthand observations from the courtroom. Patrick Holland of CNET stops by to talk about the new Razr foldable phones, his first impressions with the devices, and laments the price hikes with the phones. And Mikah shares how Microsoft has released the earliest known DOS source code on GitHub - a collection of 870+ pages of dot matrix-printed assembler listings from the early 1980's! Hosts: Mikah Sargent and Jacob Ward Guest: Patrick Holland 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 Sponsors: outsystems.com/twit rippling.com/twit framer.com/tnw scribe.how/tnw
#1 | Día Uno: Desglosamos los cambios en tecnología para que los aproveches en tu negocio y en tu vida. Hosted on Acast. See acast.com/privacy for more information.
Get our Business Idea Database: https://clickhubspot.com/etsl Episode 819: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) answer the question, “If you're smart and in your 20s, where's the opportunity?” — Show Notes: (0:00) Where is the opportunity right now? (08:01) the buff billionaire (19:43) We break down the TBPN acquisition by OpenAI (31:59) 2 stories of John Coogan being locked in (41:56) William Randolph Hearst (54:48) Collecting 100x talent — Links: • GTA VI - https://www.rockstargames.com/VI • John Coogan on YouTube - https://www.youtube.com/@JohnCooganPlus/videos • Hearst Castle - https://hearstcastle.org/ — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /
The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-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 Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit
Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won. In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new deal, walks through the contract-breach context that shifted the negotiating leverage, and argues that Microsoft now holds a free call option on all of OpenAI's future model development, at no additional cost. Chris Perkins (@perkinscr97) — Co-Founder & Managing Partner, 250 Digital Asset Management Ram Ahluwalia (@ramahluwalia) — CEO, Lumida Wealth This clip is from a longer conversation on markets, tech earnings, DeFi security, and prediction markets. Full episode here: https://youtube.com/live/GE_847Xrj9E We go live every Monday at 4:30pm ET — subscribe to catch it live. If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on Apple Podcasts, YouTube, Spotify, X, Unchained and wherever you get your podcasts.
One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on Apple Podcasts, YouTube, Spotify, X, Unchained and wherever you get your podcasts. ---- Chris Perkins and Ram Ahluwalia cover a lot of ground this week: Iran appears to be seeking a deal to end the Strait of Hormuz blockade as US economic pressure mounts, and the US government just worked with Tether to seize over $300 million in Iranian-linked stablecoins. Bottoms-up S&P earnings estimates are running at 19% year-over-year growth, tech earnings are about to hit, and both hosts think the setup for markets is unusually constructive. They also break down the new Microsoft-OpenAI agreement, the arrest of a special operations soldier for betting on the Maduro raid on Polymarket, and what the Kelp DAO hack means for DeFi's path to institutional adoption. Hosts: Ram Ahluwalia, Co-Host, CEO of Lumida Chris Perkins, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Elon Musk takes the stand against OpenAI. And the EU says Meta needs to do more to protect minors. Imani Moise hosts.B Learn more about your ad choices. Visit megaphone.fm/adchoices
Five of the Magnificent Seven — Alphabet, Microsoft, Amazon, Meta, and Apple — are reporting earnings this week. These tech titans have kind of been single-handedly holding up the market for a while now. Can the good times last? Then, China is the largest manufacturer of solar energy parts in the world, and it's considering restricting exports of solar panel manufacturing equipment to the United States. And, we look at the highly personal legal battle between Elon Musk and OpenAI's Sam Altman.
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's exit is the beginning of the end for OPEC [21:11] Big Tech is reporting—and this stock's results matter most [29:36] The Wall Street Journal's piece on OpenAI is B.S. [33:55] Bloom Energy is up 10x… and big changes coming to Curzio Research [50:19] Betting tips for the Kentucky Derby [57:09] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
Dan Nathan is joined by Guy Adami for a deep dive into a Wall Street Journal report on OpenAI's sprint toward IPO — and the growing tension between CEO Sam Altman and CFO Sarah Frier, whose candid comments about the company's financials are raising eyebrows. Dan and Guy unpack what $120 billion in fresh capital, massive enterprise contracts, and a web of vendor financing really mean for the AI trade — and whether the whole ecosystem is as solid as it looks. From there, the conversation widens to the broader hyperscaler picture: which companies are spending big on AI infrastructure, which ones (like Apple) are quietly waiting it out, and what upcoming earnings from the biggest names in tech could reveal about whether the AI build-out is paying off. The guys also touch on Microsoft's setup heading into earnings and where the stock might be headed. Show Notes OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Five of the Magnificent Seven — Alphabet, Microsoft, Amazon, Meta, and Apple — are reporting earnings this week. These tech titans have kind of been single-handedly holding up the market for a while now. Can the good times last? Then, China is the largest manufacturer of solar energy parts in the world, and it's considering restricting exports of solar panel manufacturing equipment to the United States. And, we look at the highly personal legal battle between Elon Musk and OpenAI's Sam Altman.
In our news wrap Wednesday, Comey appeared in court on charges that he threatened Trump online, Musk took the stand for a second day in his lawsuit against OpenAI, cleanup is underway in Texas after intense storms, prosecutors released new details about the suspect charged with attempting to kill Trump at the White House Correspondents' Dinner, and King Charles and Queen Camilla visited New York. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
This episode dives into early MS-DOS/PC-DOS source code, Snapdragon X2 gaming, and the "We are Xbox" messaging. Plus, Paul details 2 big changes in the Windows Insider Program. The latest PowerToys adds 2 useful new utilities and many improvements. And a TWiT listener asked about buying Windows 11 on Arm to virtualize it on a Mac. You're not going to believe what happened next. Windows Microsoft announces big changes to Windows Update Microsoft announces Windows Insider Program changes, with Experimental channel Hands-on with both predictably shows some nice improvements Hands-on with Snapdragon X2 gaming - more wins, but still some losses Microsoft open sources some of the earliest MS-DOS source code and related materials Intel loses $3.7 billion and Wall Street could not be happier. WTF is happening - Paul has a theory and its called collusion AI Microsoft and OpenAI revise partnership again and wait for it... OpenAI immediately signs on with AWS Microsoft 365 Copilot subscribers get Word, Excel, and PowerPoint agentic AI features Copilot in Outlook can manage your inbox and calendar, but seriously stop using Outloook GitHub Copilot's switch to usage-based billing starts June 1 OpenAI is reportedly working on a phone because of course it is Adobe Firefly AI Assistant is now available in preview And then Anthropic goes deeper into the creator market Xbox and gaming Microsoft Gaming is being (re)rebranded to Xbox! New Xbox leadership can't stop explaining its plans and it's glorious Microsoft still plans a mobile game store, waiting on Apple to stop being so f'ing terrible Valve's Steam Controller will cost $99 and launches next week Tips and picks Tip of the week: Windows licenses, $, and you App pick of the week: PowerToys 0.99 RunAs Radio this week: M365 Copilot vs Claude Cowork with Sharon Weaver Brown liquor pick of the week: Reifel Rye Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: webroot.com/twit zscaler.com/security
King Charles' message for Trump. Former FBI Director Comey indicted over a social media post. Federal agents executed 22 search warrants in a Minnesota fraud investigation. Elon Musk on the stand in a $130 billion lawsuit against OpenAI. Plus, “Cocaine Hippos” get a second chance. Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's time to park it! This week we're tackling betrayal trauma (yet again) and we'll be covering the neuroscience, neurobiology, and psychology as well as some tangentially related research on betrayal, betrayal blindness, and the freeze response. I hope you enjoy this week's communal Schauer, it's a long one - you may leave this episode a bit pruney. We have fun here.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
NLW introduces the first AI Lab Power Rankings, comparing OpenAI, Anthropic, Google, Microsoft, Amazon, Meta, xAI, and Apple across compute, enterprise, platforms, models, momentum, and X-factor. The episode explores who looks strongest on paper, who has the most real-world momentum, and why the agent era likely has room for multiple winners. In the headlines: Microsoft and OpenAI amend their partnership, OpenAI comes to AWS, Amazon launches Quick, Claude adds new connectors, and Wall Street reacts to outdated OpenAI growth data.Make your own rankings: https://ai-power-rankings-rho.vercel.app/https://ai-power-rankings-rho.vercel.app/April AI Usage Pulse Survey: https://tally.so/r/LZEyGySIGN UP FOR OUR NEW FREE PROGRAM: AGENTOShttps://aidbagentos.ai/Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at www.kpmg.us/NavigateGranola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at http://granola.ai/aidailyMercury - Modern banking for business and now personal accounts. Learn more at https://mercury.com/personal-bankingZenflow Work - Agents for knowledge work - https://zenflow.free/Drata - The agentic trust management platform - https://drata.com/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
Plus: The Supreme Court curbs the use of race to redraw congressional maps. And the families of seven mass shooting victims are suing OpenAI for negligence. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
All-time highs – SP500 up 9% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%) Worried about No More Mr. Nice Guy The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks 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 - HUGE MOVES - All from Tweets - Earnings seasons - banks did goooood -- Earnings season - carrot ahead of next week when the tech giants report (lots of bulls on this) - A belated 420 day to all you stoners out there! Grab a gummy, come back in about 45 minutes and listen - show will be much better... - Tariff refunds now available Markets - All-time highs - SP500 up 9% MTD - NAS100 even more - Balanced risk - up or down from here is evenly matched -- All tech right now (One day Equal Weighted up 0.33%, SP500 down 0.35%,) - Equal weight up 4.5% MTD, S&P up 9% - Worried about No More Mr. Nice Guy ? - Seems like Trump is bored with the Iran thing... - The new "Blockchain" , "SPAC", "MEME" that is pushing stocks Announcing the Winner of the Closest to the Pin for NetGear... Open /Closed - Straits of Hormuz closed again, and again - The brief opening allowed for a cruise ship to sneak through last week. - Celestyal Discovery, a 1,360-guest vessel operated by Greece-based Celestyal Cruises, departed Port Rashid in Dubai, U.A.E., on April 17 at 11:36 a.m. local time, becoming the first cruise ship known to exit the strait since the crisis began earlier this year. - No passengers aboard - aside from Captain and Crew. - - That must have been a pretty scary passing.... OIL - Oil hovering in the $80-$90 range for a while, now topping $100 - WTI and Brent flipped back to the normal relationship - UAE leaving OPEC - (accounts for 12% of OPEC and 4% of global oil) ---- They need more flexibility and there seems to be a rift with Saudi Arabia and others as they have not been protected -- China! China to begin exporting jet fuel, diesel and gasoline - DOES THIS MEAN PRICED IN YUAN? Economics - Retail sales up more than expected. - Some is due to the high cost of gas - but stripping out gas prices - still beat expectations - How do we square this with the UMich at all-time lows? Consumer Confidence Retail Sales YoY Chips - MRVL Shares jumped more than 7% after a report by The Information said the company is in talks with Google to build two new AI chips. - AVGO (Broadcom) dipped as they had a deal announced prior and this seems to have watered down some of the importance. - Fast forward a few days and then we see a story about OpenAi missing user and revenue projections. Commentary about concern that if they do not meet their numbers, may not have enough money to fund all the build-outs they promised. (Lots of names dropping on this concern) Tim Apple - Apple announces that Tim Cook will become executive chairman of Apple's board of directors and John Ternus, senior vice president of Hardware Engineering, will become Apple's next chief executive officer effective on September 1, 2026. - Ternus joined Apple's product design team in 2001 and became a vice president of Hardware Engineering in 2013. He joined the executive team in 2021 as senior vice president of Hardware Engineering. Throughout his tenure at Apple, Ternus has overseen hardware engineering work on a variety of groundbreaking products across every category. He was instrumental in the introduction of multiple new product lines, including iPad® and AirPods, as well as many generations of products across iPhone®, Mac®, and Apple Watch. - Ternus's work on Mac has helped the category become more powerful and more popular globally than at any time in its 40-year history. Prior to Apple, Ternus worked as a mechanical engineer at Virtual Research Systems. He holds a bachelor's degree in Mechanical Engineering from the University of Pennsylvania. Mo Money - Vendor Financing - Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon's Trainium chips to train and power their advanced AI models. - Anthropic's Claude Platform available on AWS, providing their full AI developer experience in one place. - Amazon to invest $5 bln in Anthropic today and up to an additional $20 bln in the future. Operation Vaccu Suck - AST SpaceMobile — Shares fell 15% after a satellite launched was placed into the wrong orbit. - The company said in a release it expects the cost of the satellite to be recovered by an insurance policy, and it still plans to conduct orbital launches once every month to two months in 2026. - DH Space Cleanup - this is going to be huge. Like the Spaceballs Mega Maid Scene - goes from suck to blow. Mega maid cleaning up space trash - Operation Vaccu Suck Fed Chair Nominee - Fed Chair nominee Kevin Warsh told Senate hearing that Fed must stay independent and "stay in its lane" - Opening statement (Senate) : "I do not believe the operational independence of monetary policy is particularly threatened when elected officials—presidents, senators, or members of the House—state their views on interest rates. Central bankers must be strong enough to listen to a diversity of views from all corners. - But the actual confirmation may still be stuck until the lawsuit against Powell is dropped (Which it seems is in process) Drugs man... - Compass Pathways — The biotechnology company surged nearly 25% after President Donald Trump signed an executive order that directs his administration to speed up reviews of psychedelic drugs. - Compass is conducting studies of psychedelics to create drugs for treatment-resistant depression and PTSD. HOW? - A refund system for businesses that paid tariffs which the U.S. Supreme Court ruled President Donald Trump imposed without the constitutional authority to do so is scheduled to launch Monday. - Importers and their brokers will be able to begin claiming refunds through an online portal beginning at 8 a.m., according to U.S. Customs and Border Protection, the agency administering the system. - It's the first step in a complicated process that also might eventually lead to refunds for consumers who were billed for some or all of the tariffs on products shipped to them from outside the United States. SUBS Emerging - Sandwich chain Jersey Mike's has confidentially filed for an IPO. - - Blackstone bought a majority stake in the sandwich chain in 2024 in a deal that valued the company at roughly $8 billion. - - - With more than 3,000 locations nationwide, Jersey Mike's is the second-largest hoagie sandwich chain in the U.S. -- Did some research - typical franchisee makes about $100-$200k per store. ----- Initial cost to get store going ~ $700k (3-7 year make-good on initial investment plus risks) NEW Stock MOVER - SPACS were HOT - now by all accounts one of the worst performance groups EVER - AI Pivot - - - Not sure this has legs like some of the ones in the past... - Myseum shares more than doubled after the social media firm became the latest company to refocus efforts on artificial intelligence. -----Shares of Myseum, which has been renamed Myseum.AI, will still trade under the MYSE ticker - The New Jersey-based company announced Wednesday that it would change its name to Myseum.AI amid a concentration on integrating AI into its platforms like Picture Party and DatChat. Myseum will use AI agents to manage personal media in a way that adapts to users' preferences while also maintaining privacy, the company said. - Allbirds' shares during the previous session after the struggling shoemaker announced a pivot to AI (Went from $3 to $24 and now $11) Crypto News - Charles Schwab is rolling out crypto trading, allowing clients to buy bitcoin and ether in the coming weeks. - The move places the brokerage in direct competition with Robinhood and Coinbase, both of which tend to serve younger clients and offer commission-free trading on stocks (but still carry a fee on crypto). - Schwab is the latest example of increasing crypto acceptance by traditional financial firms that previously were waiting on the sidelines to launch crypto offerings. (Only Ether and Bitcoin) -- Stock was down on this news an some earnings hangover (8% from recent high) - Robinhood and Coinbase had some selling on the news too.... OpenAi - Nastyness - Sam Altman is seeking the dismissal of punitive damages claims in his sister's civil lawsuit accusing the OpenAI co-founder and chief executive of repeated sexual abuse more than two decades ago, an accusation he denies. - Annie Altman accused her brother of sexually abusing and raping her between 1997 and 2006 at the family home in suburban Clayton, Missouri, starting when she was three and he was 12. She said the "last acts of sexual abuse and rape" occurred when Sam Altman was an adult. He is now 40. - Sam Altman is countersuing his sister for defamation over her posts, including a video that said "an almost tech billionaire" molested her. (He is seeking $1) Other Strange - FBI Director Kash Patel filed a defamation lawsuit against the Atlantic and its reporter Sarah Fitzpatrick following the publication of an article on Friday alleging the director had a drinking problem that could pose a threat to national security. - The magazine's story, initially titled “Kash Patel's Erratic Behavior Could Cost Him His Job," cited more than two dozen anonymous sources expressing concern about Patel's “conspicuous inebriation and unexplained absences” that “alarmed officials at the FBI and the Department of Justice.” - The lawsuit, filed in U.S. District Court for the District of Columbia, seeks $250 million in damages. Netflix News - Netflix beat Wall Street expectations for first-quarter revenue and reported a big jump in earnings per share thanks in part to a termination fee related to its proposed Warner Bros. Discovery deal. - The company said it expects second-quarter revenue to increase 13% and reiterated its earlier warning that content spending would be weighted in the first half of the year due to the timing of title launches. - The company announced Reed Hastings, Netflix's co-founder and current chairman, would exit the board in June when his term expires. - Netflix reiterated that it's on track to reach $3 billion in advertising revenue in 2026, which would mark a doubling year over year, as that newer revenue line shows growth. ----Shares fell 9% after the announcement QVC - QVC Group Inc. has filed for bankruptcy protection in an effort to shed $5 billion in debt, as the company struggles with declining network viewership and stiff competition for its e-commerce operation. - QVC's business model, which relies on live sales sessions and call-in ordering, gave customers a sense of a personal relationship with their favorite peddlers, but the company's best year ever was in 2020, during the Covid-19 pandemic, and its revenue has dropped by more than a third since then. - The rise of short-form video platforms like TikTok, which has seen success with live shopping and has brought in more than $15 billion in US revenue in 2025, poses a significant challenge to QVC as it tries to restructure its debt and evolve its business model. - There will still be QVC for a while - really just a debt restructure - but eventually they are toast Spirit - 9 Lives? - Spirit Aviation Holdings Inc. has floated offering the US government an equity stake in the discount carrier to help stave off its potential liquidation, according to people familiar with the matter. - The Air Current first reported that Spirit is seeking a bailout from the US government. - Any proposed bailout is likely to get pushback from competitors that are also struggling with a spike in jet fuel prices during the conflict in the Middle East, some of the people said. Transportation Secretary Sean Duffy plans to meet with low-cost airline chief executives this week to discuss their challenges, the people said. Just IN - Jetblue CEO told employees it isn't considering filing for bankruptcy protection this year. - Geraghty's comments come amid higher fuel costs and speculation sparked by the New York-based carrier's founder that the airline could go bust. - The airline has sufficient liquidity and access to additional capital, Geraghty said in an internal memo reviewed by Bloomberg. That includes a recently secured $500 million loan backed by aircraft, with an option to raise another $250 million. Robot 1/2 Marathon - A humanoid robot completed a half-marathon in 50 minutes and 26 seconds, about seven minutes faster than the men's world record. - The second annual robot half marathon showed rapid advances in artificial intelligence, with 40% of the robots running autonomously and demonstrating improvement in handling generalized environments. - The race, which featured over 100 teams and 300 robots, showcased China's industrial policy priorities, including progress in artificial intelligence and robotics to mitigate the economic risks of an aging population. - About 40% of the robots this year rant autonomously Crazy Short Squeeze AVIS Earnings on the way... Microsoft EPS: ~$4.00–$4.05 (+15–17% YoY) Revenue: ~$81–82 billion (+15–16% YoY) Focus: Azure growth, AI monetization, and whether heavy AI spending is translating into margins. Alphabet (Google) EPS: ~$2.60–$2.70 (~5% YoY decline, due to higher depreciation) Revenue: ~$106–107 billion (+18–20% YoY) Focus: Strong Cloud growth and proof that AI investment is turning into sustainable revenue. Meta Platforms EPS: ~$6.60–$6.70 (+20%+ YoY) Revenue: ~$55–56 billion (+18–22% YoY) Focus: AI?driven advertising performance, core margins, and cost discipline outside Reality Labs. Amazon EPS: ~$1.60–$1.65 (+10–12% YoY) Revenue: ~$177–180 billion (+13–14% YoY) Focus: AWS growth, advertising margins, and clarity around large AI capital spending plans. Apple EPS: ~$1.90–$2.00 (+15–16% YoY) Revenue: ~$90–95 billion (mid?teens YoY growth) Focus: Services growth, iPhone demand stability, and capital return priorities. Love the Show? Then how about a Donation? THE WINNER OF THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. 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A.M. Edition for April 28. OpenAI is failing to hit revenue and user targets as it sprints toward an IPO. Plus, WSJ climate and energy reporter Ed Ballard explains why the Trump administration is paying two more companies not to develop offshore wind projects. And as AI continues to reshape the jobs market, we look at how internships are more important than ever - and becoming harder to find. Luke Vargas hosts Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also one of the most entertaining and interesting people I have ever met. He is full of stories and hard-earned lessons from a lifetime in markets that feels like several lifetimes compressed into one. In this conversation, he shares how he thinks about trading as a constant battle of risk management and patience, why he still wakes up in the middle of the night to watch global markets, and how he identifies the rare moments where he can take a truly big swing. We discuss whether we are in a bubble, why he sees AI as one of the greatest risks in history, and why he believes Bitcoin is the best inflation hedge. We also spend time on the difference between trading and investing, the importance of passion and discipline, and the ideas that have shaped his life both inside and outside of markets. Please enjoy this conversation with Paul Tudor Jones. This conversation was recorded in mid-February 20, 26 weeks before the geopolitical conflicts now shaping the global economy. Please enjoy this great conversation with Paul Tudor Jones. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest. ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Paul Tudor Jones (00:04:44) Paul's Incredible Kindest Thing Story (00:06:50) Discovering a Passion for Philanthropy (00:13:12) Paul's Commencement Speech Address (00:15:24) Trading v. Investing (00:19:23) Lessons from Warren Buffet (00:23:48) The AI Industry Lacks Proper Risk Management (00:26:54) The One Regulation AI Needs (00:28:51) What Paul Learned from Eli Tullis (00:30:39) Why Trading is Like Boxing (00:32:16) The Bull Case for the Yen (00:34:30) Why Bitcoin is the Best Inflation Hedge (00:36:06) Lessons from Historical Bubbles (00:38:57) Are We in a Bubble? (00:42:10) Paul's Daily Routine (00:44:12) Managing Information Overload (00:45:35) What Exquisite Execution Means (00:46:37) Paul's Love of Games (00:48:13) The Secret to Longevity (00:50:51) Starting Robin Hood After the 1987 Crash (00:55:33) The Importance of Studying Journalism (00:57:12) Communicating Effectively in Today's World (00:59:13) The Four Components of a Great Life (01:01:10) Paul's Relationship with God and Nature (01:03:53) Kill ‘Em With Kindness
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - OpenAI's disappointing growth and what it means for tech investors - Whether OpenAI and its rivals will be able to scale to profitability anytime soon - General Motors' latest earnings and why Matt is such a big believer - Whether investors should take the time to vote their shares Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineers: Kristi Waterworth, Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
SpaceX and OpenAI are heading for the public markets with combined valuations approaching 3 trillion dollars; but by the time retail investors get access, has the real opportunity already passed? We will break down the IPO cycle most investors don't understand, why hype distorts valuation, and the five things you should watch before buying into any mega-IPO.Today's Stocks & Topics: Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), Market Wrap, VICI Properties Inc. (VICI), Top 5 Technical Indicators, The Mega IPO Setup: What SpaceX and OpenAI Really Mean for Your Money, AstraZeneca PLC (AZN), AbbVie Inc. (ABBV), Sunbelt Rentals Holdings, Inc. (SUNB), Roth vs. Traditional I-R-S.*Correction: In this episode, we incorrectly stated that Robinhood was worth $2 billion. At the time of airing, Robinhood's market capitalization was approximately $75 billion.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
The Californian man suspected of trying to storm the White House Correspondents' Dinner in Washington attended by President Trump and other senior administration figures is due in court to face charges of assaulting a federal officer and using a firearm during a violent crime. King Charles and Queen Camilla are preparing to arrive in the US capital for a state visit amid heightened security. Iran's Foreign Minister, Abbas Araghchi, has had talks in Russia with President Putin, as Tehran suggests postponing the resolution of the issue of its nuclear programme. The feud between X owner Elon Musk and Open AI boss Sam Altman is reaching court. Nedra Talley Ross, the last surviving founding member of the legendary American pop group, "The Ronettes", has died. And we hear about the special shoes worn by the Kenyan, Sabastian Sawe, when he became the first person to run an official marathon in under two hours. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk