Podcasts about operators

Everyone loves Cyber Week numbers. Big charts. Big screenshots. Big claims.But Cyber Week data lies….When demand is compressed into five days, behavior gets distorted. And if you build your next 90-day strategy on distorted data, you scale the wrong lesson.In this Week in Review, Neil breaks down what the post–Cyber Week data actually reveals, why traffic and revenue spikes mislead sellers every December, and how real operators read the scoreboard differently heading into January and 2026.

The show of record, talking about records, doesn't care whether you've been naughty or nice, want originals or suffer from reissueitis, or are simply a generous soul, this latest rendition of SURFACE NOISE will have something for the vinyl record enthusiast in your life.

What does it take to go from advising founders to becoming one?On this week's special Reverse Grit episode, we flip the script and put our Grit podcast host Joubin Mirzadegan in the guest seat.Joubin recently founded Roadrunner, where he is now co-founder & CEO. Roadrunner is building an AI‑native CPQ to modernize the quote‑to‑cash stack, drawing on years of conversations he's had with enterprise revenue leaders.Stepping into the host role, Mamoon Hamid joins Joubin to talk about his transition from sales leader to founder, how Roadrunner came together, and why it became our first incubation since Glean.Roadrunner is hiring! Check them out: https://www.roadrunner.ai/Guest: Joubin Mirzadegan, Partner, Kleiner Perkins​Connect with MamoonXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

Shopify went dark on Cyber Monday. Amazon glitched and wiped deal badges across Black Friday and Cyber Week. Sellers relying on one platform got crushed. But diversified brands kept growing because TikTok, Shopify, Amazon, and email all picked up the slack.Factories across China and Vietnam are now slowing down early ahead of Lunar New Year, which means your Q2 inventory window is already shrinking. TikTok Shop continues its retail takeover, and AI is rewriting the rules for product discovery, listing visibility, and who gets recommended.In today's Week in Review, you'll hear what actually happened inside Shopify and Amazon during the meltdown, how operators protected their revenue, what you must do before January hits, and why 2026 will reward brands who diversify and think like CEOs, not dabblers.✅ Do not wait on inventory. China and Vietnam are already winding down for Lunar New Year. If you don't finalize orders soon, your production moves into April or May.✅ Shopify crashed and Amazon glitched deals. Operators with omnichannel setups absorbed the hit. Single-channel sellers got wrecked.✅ Maximize profits in December instead of scaling losers. Double down on your highest-converting SKUs, best reviews, and fastest shipping.✅ TikTok to Amazon is the new performance pipeline. UGC targeting Amazon searches drove major lifts last week.✅ AI is the new e-commerce gatekeeper. AI agents are scraping, rewriting, and interpreting your listings. Machine-friendly listings now determine visibility.

In this episode, Dan Uyemura of PushPress returns to discuss the future of fitness technology with host Eric Malzone. They dive into PushPress's evolution into an AI-powered gym management platform, exploring how artificial intelligence is reshaping operations for independent, community-focused gyms. Dan shares real-world examples of AI in action—from automated member management and smart reporting to AI coaching assistants that personalize member experiences. The conversation also tackles the bigger picture: why AI adoption is essential for survival in today's fast-moving tech landscape, how gyms can leverage AI as a team member rather than a job replacer, and why the fitness industry remains uniquely human and resilient in the face of automation. Whether you're a gym owner, coach, or tech enthusiast, this episode offers a practical and forward-looking view of how AI can empower small businesses to thrive.

If you own or operate a restaurant, this is one of the most important Nashville Restaurant Radio episodes you will ever listen to.In today's conversation, Brandon sits down with Justin Cook, a Certified EOS Implementer® who has helped dozens of businesses—restaurants included—escape the chaos and finally build organizations that run with clarity, accountability, and consistency.Joining as co-host is Sean Lyons, Partner at UP Hospitality (Germantown Café, Park Café, and Karrington Rowe), who brings the real-world operator's lens to the conversation. This is the perfect mix of Visionary, Integrator, and Implementer perspectives.Together, we break down:⭐ Why restaurants need EOS more than almost any other industry• Why owners get stuck in firefighting mode• The hidden cost of running on emotion instead of systems• How EOS creates clarity when growth outpaces structure⭐ The tools that immediately change restaurant operations• The Vision/Traction Organizer (V/TO)• Your Accountability Chart (why org charts don't work in restaurants)• L10 Meetings and how they stop fires before they spread• Rocks, Scorecards, IDS, and the discipline that restaurants rarely build on their own⭐ Sean's firsthand experience implementing EOS across three restaurant brands• What worked• What was painful• What changed overnight• What still needs refinement• Your business shouldn't rely on your heroics• How EOS makes decision-making objective⭐ How EOS helps restaurant owners get their LIFE back• Why you sleep better when your team has clarity• Independent restaurant owners• Operators stuck in the “I know everything, so I have to do everything” loopWho is this episode for?• Anyone who wants a healthier team, clearer accountability, and fewer firesIf you've ever wished you could step out of daily chaos and truly lead your restaurant—this conversation is the roadmap.

In this episode of Marketing Operators, Cody and Connor break down how growth teams are rethinking measurement heading into 2026 - especially the rising importance of brand tracking. They discuss why click-based attribution alone no longer works, how incrementality and geo tests fill in the gaps, and why tracking awareness, consideration, and “future demand” is becoming essential.Then they're joined by Austin Santino, Client Development Manager at Tatari, and Jonathan McKenzie, Co-Founder of Turtlebox. Jonathan shares the brand's unique origin story - four best friends building a rugged speaker for their sailboat before realizing it could become a business. Austin breaks down how Tatari has helped Turtlebox validate audiences and content through high-signal CTV testing and confidently expand into larger live-sports and linear placements. Jonathan also shares how Turtlebox is aiming to move from fast-cycling, performance-style creative toward more intentional, long-form storytelling as the brand matures.This episode delivers the frameworks, tactics, and operator-level insights you need to sharpen your measurement strategy and scale your TV investment with confidence.Tatari: https://www.tatari.tv/?utm_campaign=29640555-Operators%20Podcast%20Nov%20%2725&utm_source=podcast&utm_medium=operatorsIf you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:06:32 - Implementing Brand Tracking00:20:45 - The Value of Earned Media Value (EMV)00:35:26 - Turtle Box Audio: Origin Story and Product Differentiation00:48:11 - TV Content Strategy00:58:25 - 2026 Planning and The "Small Bets" Philosophy for FoundersPowered by:Motion.https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsRivo.https://www.rivo.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

Matt Gardner had to rebuild his entire life after a major health setback pushed him out of the military. Starting over meant learning new skills, trying different paths, and figuring out how to make real estate work from the ground up. Nothing came easy, but each step gave him a clearer sense of what actually moves the needle.In this episode, Matt walks through how he used time money and knowledge to get into his first deals, partner with the right people, and build momentum in mobile home parks, RV parks, and larger projects. He shares the early mistakes, what he would do differently, and the simple criteria he follows before committing to any opportunity.Anyone looking to grow in real estate will get a straightforward look at how steady decisions and clear frameworks can build something meaningful. Matt's journey is a strong reminder that you don't need a perfect background to scale — just a plan you stick with long enough to let it work.Create your FREE account AND get 100 FREE credits NOW here: http://LeadDeck.AI

Allen and Joel sit down with Dan Fesenmeyer of Windquest Advisors to discuss turbine supply agreement fundamentals, negotiation leverage, and how tariff uncertainty is reshaping contract terms. Dan also explains why operators should maximize warranty claims before service agreements take over. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Dan, welcome to the program. Great to be here. Thanks for having me, guys. Well, we’ve been looking forward to this for several weeks now because. We’re trying to learn some of the ins and outs of turbine supply agreements, FSAs, because everybody’s talking about them now. Uh, and there’s a lot of assets being exchanged. A lot of turbine farms up for sale. A lot of acquisitions on the other side, on the investment side coming in and. As engineers, we don’t deal a lot with TSAs. It’s just not something that we typically see until, unless there’s a huge problem and then we sort of get involved a little bit. I wanna understand, first off, and you have a a ton of experience doing this, that’s why we [00:01:00] love having you. What are some of the fundamentals of turbine supply agreements? Like what? What is their function? How do they operate? Because I think a lot of engineers and technicians don’t understand the basic fundamentals of these TSAs. Dan Fesenmeyer: The TSA is a turbine supply agreement and it’s for the purchase and delivery of the wind turbines for your wind farm. Um, typically they are negotiated maybe over a 12 ish month period and typically they’re signed at least 12 months before you need, or you want your deliveries for the wind turbines. Joel Saxum: We talk with people all over the world. Um, you know, GE Americas is different than GE in Spain and GE in Australia and Nordics here, and everybody’s a little bit different. Um, but what we, we regularly see, and this is always an odd thing to me, is you talked about like negotiating. It starts 12 months ahead of time stuff, but we see that [00:02:00] the agreements a lot of times are very boilerplate. They’re very much like we’re trying to structure this in a certain way, and at the end of the day, well, as from an operator standpoint, from the the person buying them, we would like this and we would like this and we would like this, but at the end of the day, they don’t really seem to get that much negotiation in ’em. It’s kind of like, this is what the agreement you’re gonna take and this is how we sell them. That’s it. Is, is that your experience? I mean, you’re at GE for a long time, one of the leading OEMs, but is that what you’re seeing now or is there a little bit more flexibility or kind of what’s your take on that? Dan Fesenmeyer: I think generally it depends, and of course the, the OEMs in the, and I’ll focus more on the us, they’ll start with their standard template and it’s up to the purchaser, uh, to develop what they want as their wishlist and start negotiations and do their, let’s say, markup. So, uh, and then there’s a bit of leverage involved. If you’re buying two units, it’s hard to get a lot of interest. [00:03:00] If you’re buying 200 units, then you have a lot more leverage, uh, to negotiate terms and conditions in those agreements. I was with GE for 12 years on the sales and commercial side and now doing advisory services for four years. Uh, some of these negotiations can go for a long time and can get very, very red. Others can go pretty quick. It really depends on what your priorities are. How hard you want to push for what you need. Allen Hall: So how much detail goes into a TSA then are, are they getting very prescriptive, the operators coming with a, a list of things they would like to see? Or is it more negotiating on the price side and the delivery time and the specifics of the turbine? Dan Fesenmeyer: Generally speaking, you start kind of with the proposal stage and. First thing I always tell people is, let’s understand what you have in your proposal. Let’s understand, you know, what are the delivery [00:04:00] rates and times and does that fit with your project? Does the price work with respect to your PPA, what does it say about tariffs? That’s a huge one right now. Where is the risk going to land? What’s in, what’s out? Um. Is the price firm or is there indexation, whether it’s tied to commodities or different currencies. So in my view, there’s some pre-negotiations or at least really understanding what the offer is before you start getting into red lines and, and generally it’s good to sit down with the purchasing team and then ultimately with the OEM and walk through that proposal. Make sure you have everything you need. Make sure you understand what’s included, what’s not. Scope of supply is also a big one. Um, less in less in terms of the turbine itself, but more about the options, like does it have the control features you need for Ercot, for example. Uh, does it have leading [00:05:00]edge protection on your blades? Does it have low noise trailing edge? Do we even need lo low noise trailing edges? Uh, you know, those Joel Saxum: sorts Dan Fesenmeyer: of things. Joel Saxum: Do you see the more of the red lining in the commercial phase or like the technical phase? Because, and why I ask this question is when we talk, ’cause we’re regularly in the o and m world, right? Talking with engineers and asset managers, how do you manage your assets? And they really complain a lot that a lot of their input in that, that feedback loop from operations doesn’t make it to the developers when they’re signing TSAs. Um, so that’s a big complaint of theirs. And so my question is like, kind of like. All right. Are there wishes being heard or is it more general on the technical side and more focused on the commercial Dan Fesenmeyer: side? Where do you see that it comes down to making sure that your negotiation team has all the different voices and constituents at the table? Uh, my approach and our, our team’s approach is you have the legal piece, a technical piece, and we’re in between. We’re [00:06:00] the commercial piece. So when you’re talking TSAs, we’re talking price delivery terms. Determination, warranty, you know, kind of the, the big ticket items, liquidated damages, contract caps, all those big ticket commercial items. When you move over to the operations agreement, which generally gets negotiated at the same time or immediately after, I recommend doing them at the same time because you have more leverage and you wanna make sure terms go from TSA. They look the same in the. Services agreement. And that’s where it’s really important to have your operations people involved. Right? And, and we all learn by mistakes. So people that have operated assets for a long time, they always have their list of five or 10 things that they want in their o and m agreement. And, um, from a process standpoint, before we get into red lines, we usually do kind of a high [00:07:00] level walkthrough of here’s what we think is important. Um. For the TSA and for the SMA or the operations and maintenance agreement, let’s get on the same page as a team on what’s important, what’s our priority, and what do we want to see as the outcome. Allen Hall: And the weird thing right now is the tariffs in the United States that they are a hundred percent, 200%, then they’re 10%. They are bouncing. Like a pinball or a pong ping pong ball at the moment. How are you writing in adjustments for tariffs right now? Because some of the components may enter the country when there’s a tariff or the park the same park enter a week later and not be under that tariff. How does that even get written into a contract right now? Dan Fesenmeyer: Well, that’s a fluid, it’s a fluid environment with terrorists obviously, and. It seems, and I’ll speak mostly from the two large OEMs in the US market. Um, [00:08:00] basically what you’re seeing is you have a proposal and tariffs, it includes a tariff adder based on tariffs as in as they were in effect in August. And each one may have a different date. And this is fairly recent, right? So as of August, here’s what the dates, you know, here’s a tariff table with the different countries and the amounts. Here’s what it translates into a dollar amount. And it’ll also say, well, what we’re going to do is when, uh, these units ship, or they’re delivered X works, that’s when we come back and say, here’s what the tariffs are now. And that difference is on the developer or the purchaser typically. Allen Hall: So at the end of the day. The OEM is not going to eat all the tariffs. They’re gonna pass that on. It’s just basically a price increase at the end. So the, are the, are the buyers of turbines then [00:09:00] really conscious of where components are coming from to try to minimize those tariffs? Dan Fesenmeyer: That’s Allen Hall: difficult. Dan Fesenmeyer: I mean, I would say that’s the starting point of the negotiation. Um, I’ve seen things go different ways depending on, you know, if an off, if a developer can pass through their tariffs to the, on their PPA. They can handle more. If they can’t, then they may come back and say, you know what, we can only handle this much tariff risk or amount in our, in our PPA. The rest we need to figure out a way to share between the OEM or maybe and the developer. Uh, so let’s not assume, you know, not one, one size doesn’t fit all. Joel Saxum: The scary thing there is it sound, it sounds like you’re, like, as a developer when you’re signing a TSA, you’re almost signing a pro forma invoice. Right. That that could, that could go up 25% depending on the, the mood on, in Capitol Hill that day, which is, it’s a scary thought and I, I would think in my mind, hard to really get to [00:10:00] FID with that hanging over your head. Dan Fesenmeyer: Yeah. It it’s a tough situation right now for sure. Yeah. And, and we haven’t really seen what section 2 32, which is another round of potential tariffs out there, and I think that’s what. At least in the last month or two. People are comfortable with what tariffs are currently, but there’s this risk of section 2 32, uh, and who’s going to take that risk Allen Hall: moving forward? Because the 2 32 risk is, is not set in stone as when it will apply yet or if it even Dan Fesenmeyer: will happen and the amount, right. So three ifs, three big ifs there, Alan. Allen Hall: Yeah. And I, maybe that’s designed on purpose to be that way because it does seem. A little bit of chaos in the system will slow down wind and solar development. That’s one way you do. We just have a, a tariff. It’s sort of a tariff that just hangs out there forever. And you, are there ways to avoid that? Is it just getting the contract in [00:11:00] place ahead of time that you can avoid like the 2 32 thing or is it just luck of the draw right now? It’s always Dan Fesenmeyer: up to the situation and what your project delivery. Is looking at what your PPA, what can go in, what can go out. Um, it’s tough to avoid because the OEMs certainly don’t want to take that risk. And, uh, and I don’t blame them. Uh, and separately you were asking about, well, gee, do you start worrying about where your components are sourced from? Of course you are. However, you’re going to see that in the price and in the tariff table. Uh, typically. I would say from that may impact your, your, uh, sort of which, which OEM or which manufacturer you go with, depending on where their supply chain is. Although frankly, a lot of components come from China. Plain and simple, Allen Hall: right? Dan Fesenmeyer: Same place. If you are [00:12:00] subject to these tariffs, then you want to be more on a, you know, what I would say a fleet wide basis. So, uh, meaning. Blades can come from two places. We don’t want to have, you know, an OEM select place number one because it’s subject to tariff and we have to pay for it. You want it more on a fleet basis, so you’re not, so the OEM’s not necessarily picking and choosing who gets covered or who has to pay for a tariff or not. Joel Saxum: And I wonder that, going back to your first statement there, like if you have the power, the leverage, if you can influence that, right? Like. Immediately. My mind goes to, of course, like one of the big operators that has like 10, 12, 15,000 turbines and deals exclusively with ge. They probably have a lot of, they might have the, the stroke to be able to say, no, we want our components to come from here. We want our blades to come from TPI Mexico, or whatever it may be, because we don’t want to make sure they’re coming from overseas. And, and, and if that happens in, in [00:13:00] the, let’s take like the market as a whole, the macro environment. If you’re not that big player. You kind of get the shaft, like you, you would get the leftovers basically. Dan Fesenmeyer: You could, and that makes for a very interesting discussion when you’re negotiating the contract and, and figuring out something that could work for both. It also gets tricky with, you know, there could be maybe three different gearbox suppliers, right? And some of those. So this is when things really get, you know, peeling back an onion level. It’s difficult and I’ll be nice to the OEMs. It’s very tough for them to say, oh, we’re only a source these gearbox, because they avoid the tariffs. Right? That’s why I get more to this fleet cost basis, which I think is a fair way for both sides to, to handle the the issue. Allen Hall: What’s a turbine backlog right now? If I sign a TSA today, what’s the earliest I would see a turbine? Delivered. Dan Fesenmeyer: You know, I, I really don’t know the answer to that. I would say [00:14:00] generally speaking, it would be 12 months is generally the response you would get. Uh, in terms of if I sign today, we get delivery in 12 months, Allen Hall: anywhere less than two years, I think is a really short turnaround period. Because if you’re going for a, uh, gas turbine, you know, something that GE or Siemens would provide, Mitsubishi would provide. You’re talking about. Five or six years out before we ever see that turbine on site. But wind turbines are a year, maybe two years out. That seems like a no brainer for a lot of operators. Dan Fesenmeyer: I would say a year to two is safe. Um, my experience has been things, things really get serious 12 months out. It’s hard to get something quicker. Um, that suppliers would like to sign something two years in advance, but somewhere in between the 12 months and 24 months is generally what you can expect. Now, I haven’t seen and been close to a lot of recent turbine supply [00:15:00]deals and, and with delivery, so I, I, I can’t quote me on any of this. And obviously different safe harbor, PTC, windows are going to be more and more important. 20 eights preferred over 29. 29 will be preferred over 30. Um, and how quick can you act and how quick can you get in line? Allen Hall: Yeah, it’s gonna make a big difference. There’s gonna be a rush to the end. Wouldn’t you think? There’s must be operators putting in orders just because of the end of the IRA bill to try to get some production tax credits or any tax credits out of it. Dan Fesenmeyer: Absolutely. And you know. June of 2028 is a hell of a lot better than fall of 2028 if you want a COD in 2 28. Right. And then you just work backwards from there. Yeah. And that’s, that’s, we’ve seen that in the past as well, uh, with, with the different PTC cliffs that we’ve [00:16:00] seen. Allen Hall: Let’s talk service agreements for a moment when after you have a TSA signed and. The next thing on the list usually is a service agreement, and there are some OEMs that are really hard pushing their service agreements. 25, 30, 35 years. Joel, I think 35 is the longest one I have seen. That’s a long time. Joel Saxum: Mostly in the Nordics though. We’ve seen like see like, uh, there are Vestas in the Nordic countries. We’ve seen some 35 year ones, but that’s, to me, that’s. That’s crazy. That’s, that’s a marriage. 35 years. The crazy thing is, is some of them are with mo models that we know have issues. Right? That’s the one that’s always crazy to me when I watch and, and so then maybe this is a service, maybe this is a com a question is in a service level agreement, like I, I, I know people that are installing specific turbines that we’ve been staring at for five, six years that we know have problems now. They’ve addressed a lot of the problems and different components, bearings and drive, train and [00:17:00] blades and all these different things. Um, but as an, as an operator, you’d think that you have, okay, I have my turbine supply agreement, so there’s some warranty stuff in there that’s protecting me. There is definitely some serial defect clauses that are protecting me. Now I have a service level agreement or a service agreement that we’re signing that should protect me for from some more things. So I’m reducing my risk a little more. I also have insurance and stuff in built into this whole thing. But when, when you start crossing that gap between. These three, four different types of contracts, how do people ensure that when they get to that service level contract, that’s kind of in my mind, the last level of protection from the OEM. How do they make sure they don’t end up in a, uh, a really weird Swiss cheese moment where something fell through the cracks, serial defects, or something like that? You know? Dan Fesenmeyer: Yeah. It, it comes down to, I, I think it’s good to negotiate both at the same time. Um, it sometimes that’s not practical. It’s good. And [00:18:00] part of it is the, the simple, once your TSA is signed, you, you don’t have that leverage over that seller to negotiate terms in the services agreement, right? Because you’ve already signed a t to supply agreement. Uh, the other piece I think is really important is making sure the defect language, for example, and the warranty language in the TSA. Pretty much gets pulled over into the service agreement, so we don’t have different definitions of what a defect is or a failed part, uh, that’s important from an execution standpoint. My view has always been in the TSA, do as much on a warranty claim as you possibly can at that end of the warranty term. The caps and the coverages. And the warranty is much higher than under the services agreement. Services agreement [00:19:00] will end up, you know, warranty or extended warranty brackets, right? ’cause that’s not what it is. It becomes unscheduled maintenance or unplanned maintenance. So you do have that coverage, but then you’re subject to, potentially subject to CAPS or mews, annual or per event. Um. Maybe the standard of a defect is different. Again, that’s why it’s important to keep defect in the TSAs the same as an SMA, and do your warranty claim first. Get as much fixed under the warranty before you get into that service contract. Joel Saxum: So with Windquest, do you go, do you regularly engage at that as farms are coming up to that warranty period? Do you help people with that process as well? As far as end of warranty claims? Contract review and those things before they get into that next phase, you know, at the end of that two year or three years. Dan Fesenmeyer: Yeah. We try to be soup to nuts, meaning we’re there from the proposal to helping [00:20:00] negotiate and close the supply agreement and the services agreement. Then once you move into the services agreement or into the operation period, we can help out with, uh, filing warranty claims. Right. Do we, do you have a serial defect, for example, or. That, that’s usually a big one. Do you have something that gets to that level to at least start that process with an root cause analysis? Um, that’s, that’s obviously big ones, so we help with warranty claims and then if things aren’t getting fixed on time or if you’re in a service agreement and you’re unhappy, we try to step in and help out with, uh, that process as well. Joel Saxum: In taking on those projects, what is your most common component that you deal with for seald? Defects, Dan Fesenmeyer: gearboxes seem to always be a problem. Um, more recently, blade issues, um, main bearing issues. Uh, those are [00:21:00] some of the bigger ones. And then, yeah, and we can be main bearings. Also. Pitch bearings often an issue as well. Joel Saxum: Yeah, no, nothing surprising there. I think if you, if you listen to the podcast at all, you’ve heard us talk about all of those components. Fairly regularly. We’re not, we’re not to lightening the world on firing new information on that one. Allen Hall: Do a lot of operators and developers miss out on that end of warranty period? It does sound like when we talk to them like they know it’s coming, but they haven’t necessarily prepared to have the data and the information ready to go till they can file anything with the OEM it. It’s like they haven’t, they know it’s approaching, right? It’s just, it’s just like, um, you know, tax day is coming, you know, April 15th, you’re gonna write a check for to somebody, but you’re not gonna start thinking about it until April 14th. And that’s the wrong approach. And are you getting more because things are getting tighter? Are you getting more requests to look at that and to help? Operators and developers engage that part of their agreements. I think it’s an Dan Fesenmeyer: [00:22:00] oppor opportunity area for owner operators. I think in the past, a lot of folks have just thought, oh, well, you know, the, the, the service agreement kicks in and it’ll be covered under unscheduled or unplanned maintenance, which is true. But, uh, again, response time might be slower. You might be subject to caps, or in the very least, an overall contract level. Cap or limitation, let’s say. Uh, so I, I do think it’s an opportunity area. And then similarly, when you’re negotiating these upfront to put in language that, well, I don’t wanna say too much, but you wanna make sure, Hey, if I, if I file a claim during warranty and you don’t fix it, that doesn’t count against, let’s say your unplanned cap or unplanned maintenance. Joel Saxum: That’s a good point. I was actually, Alan, this is, I was surprised the other day. You and I were on a call with someone and they had mentioned that they were coming up on end of warranty and they were just kinda like, eh, [00:23:00] we’ve got a service agreement, so like we’re not gonna do anything about it. And I was like, really? Like that day? Like, yeah, that deadline’s passed, or it’s like too close. It wasn’t even passed. It was like, it’s coming up and a month or two. And they’re like, yeah, it’s too close. We’re not gonna do anything about it. We’ll just kind of deal with it as it comes. And I was thinking, man, that’s a weird way to. To manage a, you know, a wind farm that’s worth 300 million bucks. Dan Fesenmeyer: And then the other thing is sometimes, uh, the dates are based on individual turbine CDs. So your farm may have a December 31 COD, but some of the units may have an October, uh, date. Yeah, we heard a weird one the other day that was Joel Saxum: like the entire wind farm warranty period started when the first turbine in the wind farm was COD. And so there was some turbines that had only been running for a year and a half and they were at the end of warranty already. Someone didn’t do their due diligence on that contract. They should have called Dan Meyer. Dan Fesenmeyer: And thing is, I come back is when you know red lines are full of things that people learned [00:24:00] by something going wrong or by something they missed. And that’s a great example of, oh yeah, we missed that when we signed this contract. Joel Saxum: That’s one of the reasons why Alan and I, a lot, a lot of people we talk to, it’s like consult the SMEs in the space, right? You’re, you may be at tasked with being a do it all person and you may be really good at that, but someone that deals in these contracts every day and has 20 years of experience in it, that’s the person you talk to. Just like you may be able to figure out some things, enlight. Call Allen. The guy’s been doing lightning his whole career as a subject matter expert, or call a, you know, a on our team and the podcast team is the blade expert or like some of the people we have on our network. Like if you’re going to dive into this thing, like just consult, even if it’s a, a small part of a contract, give someone a day to look through your contract real quick just to make sure that you’re not missing anything. ’cause the insights from SMEs are. Priceless. Really. Dan Fesenmeyer: I couldn’t agree more. And that’s kind of how I got the idea of starting Windquest advisors to begin with. [00:25:00] Um, I used to sit across the table with very smart people, but GE would con, you know, we would negotiate a hundred contracts a year. The purchaser made one or two. And again, this isn’t, you know, to beat up the manufacturers, right? They do a good job. They, they really work with their, their customers to. Find solutions that work for both. So this is not a beat up the OEM, uh, from my perspective, but having another set of eyes and experience can help a lot. Allen Hall: I think it’s really important that anybody listening to this podcast understand how much risk they’re taking on and that they do need help, and that’s what Windquest Advisors is all about. And getting ahold of Dan. Dan, how do people get ahold of you? www.win advisors.com. If you need to get it to Dan or reach out to win advisors, check out LinkedIn, go to the website, learn more about it. Give Dan a phone call because I think [00:26:00] you’re missing out probably on millions of dollars of opportunity that probably didn’t even know existed. Uh, so it’s, it’s a good contact and a good resource. And Dan, thank you so much for being on the podcast. We appreciate having you and. We’d like to have you back again. Dan Fesenmeyer: Well, I’d love to come back and talk about, maybe we can talk more about Lightning. That’s a Joel Saxum: couple of episodes. Dan Fesenmeyer: I like watching your podcast. I always find them. Informative and also casual. It’s like you can sit and listen to a discussion and, and pick up a few things, so please continue doing what you’re doing well, thanks Dan. Allen Hall: Thanks Dan.

In this episode of Transmission Interrupted, host Jill Morgan explores the high-stakes world of EMS preparedness with guests Matt Sasser and Alex Isakoff. Get an inside look at what it really takes to be ready for anything—from unexpected emergencies on the road to transporting patients with high-consequence infectious diseases.The team shares real stories, expert insights, and lessons learned from hands-on drills, large-scale exercises, and unique scenarios. Discover the importance of the "staff, stuff, and space" mantra, why iterative training makes the difference in crisis moments, and how building a culture of preparedness through practice ultimately keeps both EMS providers and patients safe.Whether you're a frontline responder, hospital clinician, or simply interested in public health, this conversation unpacks the challenges and triumphs of special pathogen preparedness—and why cultivating expertise, collaboration, and ongoing support is essential for communities everywhere.Questions or comments for NETEC? Contact us at info@netec.org.Visit Transmission Interrupted on the web at netec.org/podcast.GuestsAlex Isakov, MD, MPH, FACEP, FAEMSNETEC EMS Workgroup Co-Lead Executive Director for Health SecurityProfessor of Emergency MedicineEmory School of MedicineAlex Isakov's Emory University ProfileMatt Sasser, MDMedical Director, MedSTAR TransportMedical Director, Baltimore Ravens M&T Bank StadiumEmergency Physician, MedStar Union Memorial HospitalMatt Sasser's MedStar Health ProfileHostJill Morgan, RNEmory Healthcare, Atlanta, GAJill Morgan is a registered nurse and a subject matter expert in personal protective equipment (PPE) for NETEC. For 35 years, Jill has been an emergency department and critical care nurse, and now splits her time between education for NETEC and clinical research, most of it centering around infection prevention and personal protective equipment. She is a member of the Association for Professionals in Infection Control and Epidemiology (APIC), ASTM International, and the Association for the Advancement of Medical Instrumentation (AAMI).ResourcesNETEC EMS Biosafety Transport for Operators online courseNETEC Emergency Medical Services (EMS) Featured ResourcesNETEC Special Pathogen Operational Readiness Assessment for Emergency Medical Services (EMS)ASPR TRACIE EMS Infectious Disease PlaybooEMS Model Procedural Guidelines for Special PathogensNETEC Resource...

The systems, KPIs, and leadership habits top operators use to run high-performing restaurants without constant chaos. Learn how top restaurant operators create proactive systems, master the KPIs that matter, and lead teams that deliver five-star guest experiences consistently. In this episode, Kristin from Craveworthy Brands breaks down the operational playbook behind 20+ concepts — including how to hire the right people, develop leaders, manage sales/COGS/labor, build a strong culture, and stop running your restaurant by putting out fires. If you want a smoother operation, better profitability, and a team that actually shows up and performs, this conversation lays out exactly where to start. Watch Free Restaurant Video Training: www.restaurantacademy.online/get-free-training-owners Thank you to our sponsors: The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ Menufy: uplevels your SEO, takes direct online orders, markets to your guests & manages your online reputation. You get a custom branded SEO optimized website, data you control without losing 30% to 3rd parties, automated customer feedback, loyalty programs, built in chargeback protection and 24/7 support. https://restaurant.menufy.com/

This week, the team breaks down how operators should be thinking about Q4 performance, offer strategy, and what it really takes to evolve beyond the traditional “discount + ads” playbook. We get into why some brands are rolling out first-ever sitewide promotions, how seasonal bundles create new revenue moments, and how text-to-buy flows, post-purchase upsells, and Shopify Collective can create seamless cross-brand merchandising opportunities heading into 2026.From there, we dive into one of the smoothest customer experiences we've seen lately: Fellow's text-to-buy setup. We unpack why it works so well for hardware brands with natural consumable add-ons, which categories this model is best suited for, and how operators can use complementary products to create repeat pathways without relying on subscriptions.We then dive into media expansion, with the hosts discussing why there's more opportunity than ever outside the traditional hero channels - from curated newsletter audiences to out-of-home paired with sampling and experiential moments, and the rise of street-interview content as a high-performing acquisition engine. There is so much overlooked media in the ecosystem right now, and operators who feel capped on their core platforms may be missing high-leverage arbitrage.We wrap with a discussion on identifying under-the-radar media buys, evaluating whether niche placements are worth the squeeze, and how to build a more resilient acquisition and retention engine moving into next year. If you're expanding your media mix, pushing for higher LTV, or rethinking your Q4 strategy, this episode is packed with operator-level insights.If you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:17:51 - Text-to-Buy and Complementary Brand Partnerships00:35:40 - Testing Free Plus Shipping and Sample Funnels00:46:02 - Out-of-Home and Street Interviews00:58:11 - Balancing Arbitrage vs. Measurement01:08:28 - Aligning Media Investment with Attention TrendsPowered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsRivo.https://www.rivo.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

Are you stuck over-analyzing your first storage deal? Wondering whether to wait for the big 30,000+ sq ft opportunity or just pull the trigger on something smaller? In this episode, Alex breaks down the real truth behind deal size, what actually matters, what doesn't, and how to figure out which type of facility fits you. Whether you're brand-new or already shopping for your next building, this framework will help you move faster, think clearly, and stop missing opportunities. You'll Learn How To: Know if you should start with a small facility or swing bigger on deal one Underwrite a small deal without getting trapped by tiny margins Spot the hidden upside in mom-and-pop operations most buyers overlook Build confidence, credibility, and deal flow one win at a time Use momentum as fuel to scale instead of waiting for the perfect deal What You'll Hear in This Episode: [00:55] Why most new investors stall out deciding between small vs big deals [02:30] The 3-factor framework to pick your ideal first facility [05:45] Why small deals create confidence, cash flow, and momentum fast [07:15] The upside in mom-and-pop facilities and how to unlock it [10:40] Expense ratios, risk, and the one mistake rookies make most [14:20] The rule of thumb for underwriting small storage facilities [17:50] Real stories: how members used small wins to scale into bigger deals [25:10] When going big actually makes more sense [27:45] The Buy Box Blueprint that removes guesswork and saves months Who This Episode Is For: New investors stuck in research mode and scared to make the wrong move Anyone debating deal size and unsure where to start Operators who want clarity, confidence, and forward motion Investors ready to stop watching others win, and start stacking their own Why You Should Listen: Because the wrong first deal isn't a small one or a big one, it's no deal at all.This episode gives you the clarity and framework to move, decide, and finally step into your first or next storage win. Whether your path starts small or launches big, the key is momentum, and today's episode shows you how to build it. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/  

Fifteen years in, it can still feel like “we're just getting started.”Michelle Zatlyn, co-founder of Cloudflare, returns to Grit with Joubin Mirzadegan to share how Cloudflare secures the internet for millions, with a vision built to last generations.She also shares why staying close to reality and to customers becomes harder as success compounds, and how Cloudflare is helping content creators regain control in an AI driven internet.Guest: Michelle Zatlyn, co-founder and President of CloudflareConnect with Michelle ZatlynXLinkedIn​Connect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

Allen, Joel, and Yolanda share their annual Thanksgiving reflections on a year of major changes in wind energy. They discuss industry collaboration, the offshore wind reset, and upcoming changes in 2026. Thanks to all of our listeners from the Uptime team! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind Energy’s brightest innovators. This is the Progress Powering Tomorrow. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Alan Hall in the Queen city of Charlotte, North Carolina. Joel Saxon’s up in Wisconsin, and Yolanda Padron is down in Texas, and this is our yearly Thanksgiving edition. Thanks for joining us and, and on this episode we always like to look back at the year and, uh, say all we’re thankful for. We’ve had a number of podcast guests on more than 50, I think total by the time we get to conferences and, uh, all the different places we’ve been over the past year. Joel, it does seem like it’s been a really interesting year. We’ve been able to watch. The changes in the wind industry this year via the eyes of [00:01:00]others. Joel Saxum: Yeah. One of the things that’s really interesting to me when we have guests on is that we have them from a variety of parts of the wind industry sector. So we have ISPs, you know, people running things out in the field, making stuff happen. We’ve got high level, you know, like we have this, some CEOs on from different, uh, people that are really innovative and trying to get floating winged out there. They have like on, we had choreo generation on, so we, so we have all different spectrums of left, right center, Europe, well us, you name it. Uh, new innovative technology. PhD smart people, uh, doing things. Um, also, it’s just a, it’s just a gamut, right? So we get to learn from everybody who has a different kind of view on what’s Allen Hall: happening. Yolanda, you’ve been in the midst of all this and have gone through a big transition joining us at Weather Guard, lightning Tech, and we’re very thankful for that, for sure. But over the last year, you’ve seen a lot of changes too, ’cause you’ve been in the seat of a blade engineer and a [00:02:00] large operator. What do you think? Yolanda Padron: Uh, something I am really thankful for this year is, and I think a lot of owner operators are, is just knowing what’s coming up. So there was a lot of chaos in the beginning before the big beautiful bill where everyone theorized on a lot of items. Um, and, and you were just kind of stuck in the middle of the court not really knowing which direction to go in, but. Now we’re all thankful for, for what? It’s brought for the fact that everyone seems to be contributing a lot more, and at least we all know what direction we’re heading in or what the, what the rules are, the of the game are, so we can move accordingly. Joel Saxum: Yeah. I got some clarity. Right. I think that, but that happened as well, like when we had the IRA bill come in. Three, four years ago, it was the same thing. It was like, well, this bill’s here, and then you read through it. I mean, this was a little bit opposite, right? ’cause it was like, oh, these are all [00:03:00] great things. Right? Um, but there wasn’t clarity on it for like, what, six months until they finalized some of the. Longer on some of the, some of the tax bills and what it would actually mean for the industry and those kind of things. So yeah, sorting this stuff out and what you’ve seen, you’re a hundred percent correct, Yolanda, like all the people we talked to around the industry. Again, specifically in the US because this affects the us but I guess, let me ca caveat that it does affect the global supply chain, not, you know what I mean? Because it’s, it’s not just the, the US that it affects because of the consumption here. So, but what we have heard and seen from people is clarity, right? And we’re seeing a lot of people starting to shift strategy a little bit. Right now, especially we’re in budgeting season for next year, shifting strategy a little bit to actually get in front of, uh, I know like specifically blades, some people are boosting their blades, budgets, um, to get in front of the damages because now we have a, a new reality of how we need to operate our wind farms. The offshore Allen Hall: shift in the United States has really had a [00:04:00] dramatic impact. On the rest of the world. That was, uh, a little unexpected in the sense that the ramifications of it were broader, uh, just because of so much money going into offshore projects. As soon as they get pulled or canceled, you’ve have billions of dollars on the table at that point. It really affects or seen it. Ecuador seen it. Anybody involved in offshore wind has been deeply affected. Siemens has seen it. GE has clearly seen it. Uh, that has. In my opinion, probably been the, the biggest impact. Not so much the big beautiful bill thing, but the, uh, ongoing effort to pull permits or to put stoppages on, on offshore wind has really done the industry some harm. And honestly, Joel, I’m not sure that’s over. I think there’s still probably another year of the chaos there. Uh, whether that will get settled in the courts or where it’s gonna get settled at. I, I still don’t know. [00:05:00] But you’ve seen a big shift in the industry over in Europe too. You see some changes in offshore wind. It’s not just the US that’s looking at it differently. Yeah. Globally. I think offshore wind Joel Saxum: right now is in a reset mode where we, we went, go, go, go, go, go get as much in the water as we can for a while. And this is, I’m, I’m talking globally. Um. And then, and now we’re learning some lessons, right? So there’s some commercial lessons. There’s a lot of technical lessons that we’re learning about how this industry works, right? The interesting part of that, the, the on or the offshore wind play here in the States. Here’s some numbers for it, right? So. It onshore wind. In the states, there’s about 160 gigawatts, plus or minus of, uh, deployed production out running, running, gunning, working, spinning all day long. Um, and if you look at the offshore wind play in planned or under development, there’s 66 gigawatts of offshore wind, like it’s sitting there, right? And of that 66, about 12 of them are permitted. Like [00:06:00] are ready to go, but we’re still only at a couple hundred megawatts in the water actually producing. Right. And, and I do want, say, this is what I wanna say. This is, I, I think that we’re taking a reset, we’re learning some things, but from, from my network, I’m seeing, I got a, a whole stack of pictures yesterday from, um, coastal offshore, Virginia Wind. They’ve, and they looked promising. They looked great. It was like a, it was a marshaling facility. There was nelle stacked up, there was transition pieces ready to go. Like, so the industry is still moving forward. It’s just we’re we need to reset our feet, um, and, and then take a couple steps forward instead of those, the couple steps back, Allen Hall: uh, and the industry itself, and then the employees have been dramatically reduced. So there’s been a lot of people who we’ve known over the past year, they’ve been impacted by this. That are working in different positions, look or in different industries right now, uh, waiting for the wind industry to kind of settle itself [00:07:00] out to, to figure out what the next steps are That has been. Horrible, in my opinion. Uh, uh because you’re losing so much talent, obviously. And when you, when you talk to the people in the wind industry, there’s like, oh, there’s a little bit of fat and we can always cut the fat. Yeah, yeah, yeah. But we’re, we’re down to the bone. We’re cutting muscle right now. We’re into some bones, some structure. That is not what I anticipated to happen. But you do see the management of these companies being. Uh, very aggressive at the minute. Siemens is very aggressive. Vestas is very aggressive about their product line and, and getting availability way up. GE has made huge changes, pretty much closing LM wind power, uh, and uh, some things happening in South Carolina that we probably people don’t know about yet, but there’s so much happening behind these scenes that’s negative and we have to acknowledge it. It’s not great. I worry about everybody that has been [00:08:00] laid off or is, is knows their job is gonna go away at the end of the year. I struggle with it all the time and I, I think a lot in the wind industry do. But there’s not a lot to do about it besides say, Hey, uh, we’ve gone through this a couple of times. Wind has never been bountiful for 50 years. It’s bountiful for about 10, then it’s down for about five and it comes back for 10. It’s that ebb and flow, but you just hate to be involved with that. It’s particularly engineering ’cause this industry needs engineering right Joel Saxum: now. All of us on this podcast here have been affected by ups and downs in the industry at some point in time in our life, in in major ways. I guess one of the positive things I have seen that from an operator standpoint, and not as much at the latter half of this year, but at the beginning half of this year is when some of these OEMs were making cuts. There was a lot of people that landed at operators and asset owners that were huge assets to them. They walked in the door with. Reams of knowledge about how, [00:09:00] you know, how a ge turbine works or how the back office process of this works and they’re able to help these operators. So some of that is good. Um, you get some people spread around in the industry and some knowledge bases spread around. But man, it’s really hard to watch. Um, your friends, your colleagues, even people that you, that you don’t know personally just pop up on LinkedIn, um, or wherever. And. That they’ve, they’re, they’re looking for work again. Allen Hall: Yolanda, how do you look at 2026 then, knowing what’s just happened in 2025? Is there some hope coming? Is there a rainbow in the future? Yolanda Padron: I think there’s a rainbow in the future. You know, I, I think a lot of the decisions were made months ago before a lot of people realized that the invaluable, how invaluable some of that information in people’s heads is. Uh, particularly, I mean, I know we’ve all talked about the fact that we’re all engineers and so we, we have a bit of bias that way. Right. But, uh, [00:10:00] just all of the knowledge that comes in from the field, from looking at those assets, from talking to other engineers now, which is what, what we’re seeing more and more of, uh, I think, I mean. So there’s going to have to be innovation, right? Because of how, how lean everybody is and, and there’s going to have to be a lot more collaboration. So hopefully there, there should be some, some good news coming to people. I think we, we need it a little Joel Saxum: bit. You know, to, to, to pair on with what you’re saying there, Yolanda, like, this is a time right now for innovation and collaboration. Collaboration, right. I want to touch on that word because that is something that we, we talk about all the time on the podcast, but you also see the broader industry talking about it since I’ve been in it, right. Since I think I came in the wind industry, like 2019. Um, you hear a lot of, uh, collaboration, collaboration, collaboration. But those were like, they were [00:11:00] fun, like hot air words, like oh yeah, but then nobody’s really doing anything. Um, but I think that we will start to see more of that. Alan, you and I say this a lot, like at the end of the day, once, once the turbines are in the ground as an asset owner, you guys are not competing anymore. There’s no competition. You’re competing for, for green space when you’re trying to get the best wind resource. I get that. Um, but I mean, in the central part of the United States, you’re not really competing. There’s a lot of hills out there to stick a turbine on. Uh, but once they’re, once they are spinning. Everybody’s in the same boat. We just wanna keep these things up. We wanna keep the grid energized, we wanna do well for renewable energy and, um, that collaboration piece, I, I, I would like to see more and more of that in 2026. And I know from, from our chairs here, we will continue to push on that as well. Yolanda Padron: Yeah. And just so many different operators, I mean sure they can see themselves as, as being one against the other. Right. But. When you talk [00:12:00] to these people and it, I think people in the past, they’ve made the, the mistake of just being a little bit siloed. And so if you’re just looking at your assets and you’re just looking at what your OEM is telling you of, oh, these problems are new and unique to you, which I’m sure a lot of people hearing us have heard that. You can stay just kind of in that zone of, oh no, I, I have this big problem that there’s no other way to solve it except for what some people are telling me or not telling me, and I’m just going to have to pay so much money to get it done and take the losses from generation. Uh, but there’s so many people in the industry that have a hundred percent seen the issues you’ve seen. Right. So it’s, it’s really, really important to just talk to these people, you know? I mean, just. Just have a, a simple conversation. And I think some of the issue might be that some people don’t know [00:13:00] how to get that conversation started, right? And so just, just reach out to people, someone in the same position as you go to Wilma, you know, just talk to the person next to you. Joel Saxum: I mean, like I said about visibility, like we’re here too. Like the, the three of us are sitting here. We’ve got our. We’re always monitoring LinkedIn and our emails like if you, if you have a problem, we, we had one this morning where I, Alan, you got a message from someone, I got a message from someone that was like, Hey, we’ve got this root bolt issue. Can you help us with it? We’re like, Hey, we know two companies that can, let’s just connect them up and, and make that conversation happen. So we’re happy to do the same thing. Um, if, if you have an issue, we have a, a Allen Hall: broad reach and use us as Joel has mentioned a thousand times on the podcast. If you don’t know where a technology lies or where a person is that you need to reach out to, you need to go to the Uptime podcast. You can search it on YouTube and probably get an answer, or just reach us on LinkedIn. We’re all willing [00:14:00] to give you advice or help or get you in the right direction. We’ve done it all year and we’ve done it for years. Not everybody takes us up on that opportunity. It’s free. We’re just trying to make this world just a tiny bit better. Yolanda Padron: No one has the time or the money right now to reinvent the wheel, right? So I mean, it just doesn’t make sense to not collaborate. Allen Hall: I think we should discuss what will happen to all the people that have left wind this past year willingly or unwillingly. And what that means for the industry, in my opinion. Now there is more knowledge than ever walking on the streets and probably doesn’t have an NDA to tie them up. ’cause it’s been long enough that the industry hasn’t tapped into, the operators have not grabbed hold of the people who designed the blade that, uh, manufactured the blade that looked at. The LEP solutions that looked at all the bearings and all the different gear boxes that they evaluated and were involved in the testing of those [00:15:00] things. Those people are available right now and a little bit of LinkedIn shopping would give you access to, uh, really invaluable wealth of information that will make your operations work better, and you may have to be willing to pay for it a little bit. But to tap into it would save you months and months and months of time and effort and, uh, limit having to add to your engineering staff because they will work as consultants. It does seem like there’s an opportunity that maybe the operators haven’t really thought about all that much because they haven’t seen too much of it happening yet. Occasionally see the, the wise old operators being smart about this, they’ve been through these loops before and are taking advantage of it. Don’t you see? That’s like 2026 is is is the year of the consultant. I a hundred percent Joel Saxum: agree with you, Alan. Um, I saw a TEDx talk oh, years ago actually now. Uh, but it was about the, what the future of worker looks like, the future of [00:16:00] work and the future of work at that time for those people giving that TEDx talk was workers on tap. Basically consultants, right? Because you have subject matter experts that are really good at this one thing, and instead of just being that one thing good for just this one company, they’re pulling back and going, I can do this, this, this, and this for all these companies. So we have, um, we have a lot of those in the network and we’re starting to see more and more of them pop up. Um, at the same time, I think I’ve seen a couple of groups of them pop up where, uh, you didn’t have. When I look at ISPs, um, I’m always kind of like, oh man, they could do this a little bit better. They could do this a little bit better. And I, I recently heard of an ISP popping up that was a bunch of these like consultant types that got together and we’re like, you know what? We have all this knowledge of all these things. Why not make this a, a company that we can all benefit from? Um, and we can change the way some things are done in the wind industry and do it a little bit better, uh, a little bit more efficiently. Allen Hall: Does that change the way we think about technicians also. [00:17:00] We had the Danish Wind Power Academy on the podcast a couple of months ago talking about training and specific training for technicians and engineers for that matter on the turbines that are at their sites and how much productivity gain they’re getting from that. And we’ve recently talked about how do I get a 10% improvement? Where does that 10% lie? Where is that? And a lot of times we get offered the 1%, the half a percent improvement, the 10% lies in the people. If you know who to ask and you get your people spooled upright, you can make multiple percentage point changes in your operation, which improves your revenue. But I think that’s been left on the table for a long time because we’ve been in build, build, build. And now that we’re into operate, operate, operate. Do you see that shift happening? Do you see O operators starting to think about that a little bit that maybe I should train up my technicians on this? Intercon turbine Joel Saxum: that they’re not familiar with. In my [00:18:00] opinion, I think that’s gonna be a 2027 reality. Because we’re seeing this, your, your right now what? You know we have this cliff coming where we’re gonna see in, in the face of the current regulations in the US where you’re gonna see the. Development kind of slow, big time. And when that happens, then you can see the focus start to switch onto the operating assets. So I don’t think that’s a 26 thing, I think that’s a 27 thing. But the smart operators, I believe would be trying to take some of that, take control of some of that stuff. Right. Well we see this with the people that we know that do things well. Uh, the CRS team at EDF with their third party services and sala, Ken Lee, Yale, Matta, and those guys over there. They’re doing a, I don’t wanna lose any other names here, Trevor Engel. Like, I wanna make sure I get a Tyler. They’re all superstars, they’re fantastic. But what they’re doing is, is is they’re taking, they’re seeing what the future looks like and they’re taking control. I think you’ll see, you’ll, you’ll see an optimization. Um, companies that are investing in their technicians to train [00:19:00] them are going to start getting a lion’s share of the work, because this time of, oh, warm bodies, I think is, is they’re still gonna be there, right? But I think that that’s gonna hopefully become less and less. Allen Hall: Yolanda, I want to focus on the OEM in 2025, late 2025, and moving into 2026 and how they deal with the developers. Are you thinking that they’re going to basically keep the same model where a lot of developers are, uh, picking up the full service agreements or not being offered a turbine without a full service agreement? Will that continue or do you see operators realize that they probably don’t need the OEM and the historical model has been OEMs manufacture products and provide manuals in the operations people and developers read the manuals and run the turbine and only call over to the OEM when they need really severe help. Which way are we gonna go? Yolanda Padron: I think on the short term, it’ll still be very FSA focused, in my opinion, [00:20:00] mainly because a lot of these operators didn’t necessarily build out their teams, or didn’t have the, the business case wasn’t there, the business model wasn’t there. Right. To build out their internal teams to be able to, to do the maintenance on these wind turbines as much as an OEM does. Uh. However, I do think that now, as opposed to 10 years ago when some of these contracts started, they have noticed that there’s, there’s so many big things that the OEN missed or, or just, you know, worked around, uh, that really has affected the lifetime of some of these blades, some of these turbines. So I think the shift is definitely happening. Uh, you mentioned it with EDF NextEra, how, how they’re at a perfect spot to already be there. Uh, but I think at least in the US for some of these operators that are a lot [00:21:00] more FSA focused, the shift might take a couple of years, but it’s, it surely seems to be moving in that direction. Joel Saxum: So here’s a question for you, Ilana, on that, on that same line of thinking. If we, regulation wise, are looking to see a slow down in development, that would mean to me that the OEMs are gonna be clamoring for sales over the next few years. Does that give more power to the operators that are actually gonna be buying turbines in their TSA negotiations? Yolanda Padron: I think it should, right. I mean, the. If they, if they still want to continue developing some of these, it and everyone is fighting, you know, all of these big OEMs are fighting for the same contracts. There’s, there’s a lot more kind of purchase power there from, from the operators to be able [00:22:00] to, to, you know, negotiate some of these deals better. Stay away from the cookie cutter. TSA. That the OEMs might supply that are very, very shifted towards the OEM mindset. Joel Saxum: You, you’re, you’re spot on there. And if I was a developer right now, I’d be watching quarterly reports and 10 k filings and stuff at these operators to make sure, or to see when to pounce on a, on a, a turbine order, because I would wait to see when in, in the past it’s been like, Hey, if we’re, it doesn’t matter who you are, OEM, it has been like we’re at capacity and we have. Demand coming in. So we can pick and choose. Like if you don’t buy these turbines on our contract, we’ll just go to the next guy in line. They’ll buy ’em. But now if the freeboard between manufacturing and demand starts to keep having a larger delta, well then the operators will be able to go, well, if you don’t sell it to me, you’re not, there isn’t another guy behind me. So now you have to bend to what I want. And all the [00:23:00] lessons that I’ve learned in my TSA negotiations over the last 20 years. Yolanda Padron: Something relating to Alan’s point earlier, something that I think would be really, really interesting to see would be some of these developers and EPC teams looking towards some of those contract external contractor consultants that have been in the field that know exactly where the issues lie. To be able to turn that information into something valuable for an operating project that. Now we know has to operate as long as possible, Allen Hall: right? Without repower, I think two things need to happen simultaneously, and we will see if they’ll play out this way. OEMs need to focus on the quality of the product being delivered, and that will sustain a 20 year lifetime with minimal maintenance. Operators need to be more informed about how a turbine actually operates and the details of that technology so they can manage it themselves. Those two things. Are [00:24:00] almost inevitable in every industry. You see the same thing play out. There’s only two airplane companies, right? There’s Boeing and Airbus. They’re in the automobile world. There’s, it gets fewer and fewer every year until there’s a new technology leap. Wind is not gonna be any different, and I hope that happens. OEMs can make a really quality product. The question is, they’ve been so busy developing. The next turbine, the next turbine, the next turbine. That have they lost the magic of making a very, very reliable turbine? They’ll tell you, no, we know how to do it. Uh, but as Rosemary has pointed out numerous times, when you lose all your engineering talent, it gets hard to make that turbine very robust and resilient. That’s gonna be the challenge. And if the OEMs are focused on. TSAs it should be, but the full service agreements and taking care of that and managing all the people that are involved with that, it just sucks the life out of the OEMs, I think, in terms of offering the next great product. [00:25:00]Someone showed me the next GE Joel Saxum: one five. Oh, I would love to see it. Do you believe that? Okay, so I, we’ll shift gears from oe, uh, wind turbine OEMs to blade manufacturers. LM closing down shops, losing jobs, uh, TPI bankruptcy, uh, 99% of their market cap eroding in a year is there and, and, and the want for higher quality, better blades that are gonna last. Is there space, do you think there’s space for a, a blade manufacturer to come out of nowhere, or is there just someone’s gonna have to scoop some of these factories up and and optimize them, or what do you think the future looks like for blade Allen Hall: manufacturers? The future is gonna be vertically integrated, and you see it in different industries at the moment where they’re bringing in technology or manufacturing that would have typically been outsourced in the two thousands. They’re bringing it back underneath their roofs. They’re buying those companies that were vendors to them for years. The reason they’re doing that is they [00:26:00] can remove all the operational overhead. And minimize their cost to manufacture that product. But at the same time, they can have really direct oversight of the quality. And as we have seen in other industries, when you outsource a critical component, be it gear, boxes, bearings, blades, fall into that category, those are the critical items for any wind turbine. When you outsource those items and rely upon, uh, uh, companies that you don’t have direct control over, or not watching day to day, it can go awry. Management knows it, and at some point they’re willing to accept that risk. They know that the cost is right. I gotta build this, uh, turbine. I know I’m working three generations ahead, so it’s okay, I’ll, I’ll live with this for the time being, but at some point, all the staff in the OEMs needs to know what the quality component is. Is it being delivered on time? Do I have issues out in the field with it? Do I keep this supply chain? Do I, and do I build this in house blades? [00:27:00] I think eventually. Like they were years ago, were built in-house. Uh, but as they grew too quickly, I think everybody will agree to that Joel Saxum: capacity. Yeah, Allen Hall: right. They started grabbing other factories that they didn’t know a lot about, but it gave them capacity and ability able to make sales. Now they’re living with the repercussions of that. I think Siemens is the obvious one, but they’re not the only one. GE has lived through something very similar, so, uh, vertical integration is going to be the future. Before we wrap the episode, we should talk about what we’re thankful for for this year, 2025. So much has happened. We were in Australia in February, weather guard moved in April to North Carolina. We moved houses and people, and the whole organization moved from Massachusetts and North Carolina. Joel got married. Yolanda got married. We’ve been all over the world, honestly. Uh, we’ve traveled a great deal and we’re thankful for everybody that we’ve met this year, and that’s one of the pleasures of doing this podcast is I just [00:28:00] get to meet new people that are very interesting, uh, and, uh. Talk, like, what’s going on? What are you thinking? What’s happening? It just feels like we’re all connected in this weird way via this podcast, and I, I, I’m really thankful for that and my always were saying Thanks. I will go through my list. I’m thankful for my mom. I’m thankful for my wife Valerie, who pretty much runs Weather Guard, lightning Tech, and Claire, who is my daughter who does the podcast and has been the producer, she graduated this year from Boston College. With honors that happened this year. So I’m very thankful that she was able to do that. And my son Adam, who’s earning his doctorate degree out in San Diego, always thankful for him ’cause he’s a tremendous help to us. And on the engineering side, I’m thankful to everybody we have with us this year. We brought Yolanda on, so we’re obviously thankful that, uh, she was able to join us. Of course, Joel Joel’s been here a couple of years now and helping us on sales and talking to everybody [00:29:00] in the world. We’re super thankful for Joel and one of the people we don’t tell behind the who’s behind the scenes on our side is our, our, uh, manufacturing person, Tammy, um, and Leslie. They have done a tremendous job for us over the years. They don’t get a lot of accolades on the podcast, but people who receive our strike tape product, they have touched. Tammy and Leslie have touched, uh, Tammy moved down with us to North Carolina and we’re extremely grateful that she was able to do that. Another person behind the scenes for us is Diane stressing. She does her uptime tech news newsletter. So the high quality content doesn’t come from me, it comes from Diane ’cause she can write and she’s an excellent newsletter writer. She helps with a ton of our content. She’s behind the scenes and there’s a lot of people at, at, uh, weather, car Lightning Tech that are kind of behind the scenes. You don’t get to see all the time, but when you do get an email about uptime, tech news is coming from Diane. So we’re super grateful for her. We’ve been blessed this year. We [00:30:00] really have. We’ve brought on a lot of new friends and, uh, podcast has grown. Everything has done well this year, so we’re super happy. Joel, what are you thankful for? Joel Saxum: I would start it the same way. Uh, my, my new. Sorry, my new wife as of last May, Kayla, she is the, the glue that holds me together, uh, in our household together, in this kind of crazy world that we’re in, of the ups and downs and the travels and the moving and grooving. Um, she keeps, she keeps me grounded. She keeps our family grounded. So, um, uh, I, I don’t think I can thank her enough. Uh, and you know, with that being said, we are always traveling, right? We’re, we’re here, we’re there. We’re. All around the world, and I am thankful for that. Um, I’m thankful for the people that we meet while we get to travel, the cultures and the, the experiences and the people that want to share with us and the knowledge gained from, uh, the conversations, whether it be in a conference room or over a beer.[00:31:00] Um, uh, the, the people that we have, uh, grown into this uptime network and, um, I know like my personal network from the past and of course everybody that will come in the future. I think that’s where, you know, the, the, if you know me, you know that I’m very much an extrovert, uh, talking with people and, and getting those conversations gives me energy. Um, and I like to give that back as much as I can. So the, all of the people that I’ve run into over the, over the past year that have allowed me to monologue at them. Thank you. Sorry. Apologies. Um, but, uh, yeah, I mean, it’s, it’s hard to. I think this, this is a, this is always why Thanksgiving is like a six hour long thing in the United States, eight hour long thing. You have dinner at three and you hang out with your friends and family until 10, 11:00 PM because it gives you time to reflect on, um, the things that are awesome in life. Right? And we get bogged down sometimes in our, you know, in the United States. We are [00:32:00] work, work, work, work works. First kind of society. It’s the culture here. So we get bogged down sometimes in the, you know, we’re in the wind industry right now and it’s not always. Um, you know, roses and sunshine, uh, but ha having those other people around that are kind of like in the trenches with you, that’s really one thing I’m thankful for. ’cause it, it’s, it’s bright spots, right? I love getting the random phone calls throughout the day of someone sharing a piece of information or just asking how you’re doing or connecting like that. So, um, that, that would be the, the thing I’m most thankful for, and it puts it into perspective here, to a me up home in Wisconsin, or my, my not home. Home is Austin, but my original hometown of northern Wisconsin, and I’ve got to see. Quite a few of my, my high school buddies are, yeah, elementary school buddies even for that matter over the last couple weeks. And, um, that really always brings me back to, to a bit of grounding and puts, puts life in perspective. So, uh, I’m really appreciative for that as well. Yolanda, newly married as well, and welcome to the club. Yolanda Padron: Thank [00:33:00] you. Yeah, I’m really, really thankful for, for Manuel, my husband, uh, really. Really happy for our new little family. Uh, really thankful for my sisters, Yvonne and Carla and my parents. Um, my friends who I like to think of as my chosen family, especially, you know, here in Austin and then, and in El Paso. Uh, really, really thankful for, for the extended family and for, for weather card for, for this lovely opportunity to just. Learned so much. I know it’s only been almost two months, but I’ve, I’ve just learned so much of just talking to everybody in the industry and learning so much about what’s going on everywhere and just getting this, this whole new outlook on, on what the future holds and, and what exactly has happened and technology wise, and I’m thankful for [00:34:00] this year and how. How exciting everything’s going to be. So, yeah, thankful for you guys. Allen Hall: And we don’t wanna forget Rosemary and Phil, uh, they’ve been a big part of 2025. They’ve worked really hard behind the scenes and, uh, I appreciate everything they’ve done for the podcast and everything they’re doing for. Us as a company and us as people. So big shout out to Rosemary and Phil. So that’s our Thanksgiving episode. Appreciate everybody that’s joined us and has enjoyed the podcast in 2025 and will continue to in 2026. The years coming to an end. I know the Christmas holidays are upon us. I hope everybody enjoys themselves. Spend a little bit of time with your family. And with your coworkers and take a little bit of time. It’s been a pretty rough year. You’re gonna need it. And that wraps up another episode of the Uptime Winner Energy podcast, and we appreciate you joining us here today. If anything has triggered an idea or a question. As we’ve mentioned, reach out to us on LinkedIn. That’s the easiest way to get ahold of [00:35:00] us and don’t ever forget to subscribe. So click that little subscribe button so you don’t miss any of the Future Uptime podcast episodes, and we’ll catch you here next week on the Uptime Wind Energy Podcast.

In this episode, the operators discuss the financial realities of scaling an e-commerce brand, discussing the discipline required to manage cash flow and the strategic decision-making behind reinvesting profits versus taking distributions. They explore the critical timeline for when a business can realistically generate free cash flow, debating the merits of allocating capital toward inventory, product development or team expansion. The conversation also covers advanced financial strategies like dividend recaps, the "Rule of 40" for measuring growth against profitability, and personal approaches to managing wealth and generational assets once liquidity is achieved.Chapters:00:00:00 - Introduction00:02:48 - Managing Cash Flow and Reinvesting for Growth00:25:53 - Using Debt and Dividend Recaps for Liquidity00:39:31 - Determining Cash Targets and EBITDA Margins00:53:18 - Managing Personal Wealth and Generational Assets01:05:30 - Understanding the Rule of 40 and P&L MechanicsPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://bit.ly/9OP-YtdescSubscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

On this episode of Brain Driven Brands, Sarah and Nate dig into what actually helps most during BFCM week: simplifying your work, limiting decisions, touching grass (literally), planning something fun, rewarding yourself for non-revenue wins, and keeping alcohol out of the mix until the storm passes. It's the conversation everyone in DTC needs during the wildest season of the year and the reminder that none of us are doing this alone.

Operators with 30 years of pattern recognition leave for competitors. Engineers carrying legacy system intelligence depart. Everyone understands the risk. Few solve the execution: Systematically extracting tacit intelligence that experts can't articulate because it operates below the conscious threshold.Dr. Refiloe Mabaso and Wisdom Ndashe architected what many struggle to build - knowledge-capture systems that function independently of voluntary participation. At ATNS, harvesting is mandated by policy and embedded in workflows. Their "Legends and Beneficiaries" program identifies critical expertise five years before departure, mapping tacit intelligence to next-generation operators through structured protocols. The execution breakthrough: embedding capture into SOPs makes retention automatic. Travel with Purpose demonstrates strategic reach - converting unaccounted expenditures into documented intelligence acquisition with measurable ROI. Cost centers become intelligence operations.Paradigm Shifts:

As we head into the final days before Cyber Five, this episode is all about going from daily pacing to true intraday pacing - the level of granularity operators need when every hour can swing the entire BFCM weekend. We break down how we monitor hourly revenue and ad spend across Meta, Google, and more using tools like Northbeam and Supermetrics, and how we make real-time adjustments when projections drift off target.We also get into the messy but essential stuff: how inventory, merchandising, and media-mix strategy shape bid caps, channel budgets, and how aggressively you can push during Cyber Five, including the constant tradeoff brands face between maximizing contribution margin dollars and maintaining efficiency. The hosts share real examples of scaling (and protecting efficiency), running holdout tests, understanding incremental lift, and avoiding the overspend horror stories that can tank a weekend.To wrap up, we talk through team etiquette during BFCM-who's “on,” how to handle PTO, how the paid teams coordinate in hourly and bi-hourly check-ins, and what it takes operationally to keep a brand performing during the most high-pressure stretch of the year.If you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:10:52 - Intraday Revenue Pacing00:24:39 - Cyber 5 Scale-Up Tests00:39:07 - Bid Caps and Budget Strategies00:52:10 - Channel Spend Forecasting01:02:50 - Scaling Mid-Funnel CampaignsPowered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

Screens have pulled families apart. Brynn Putnam set out to bring them back together with Board, the world's ‘first face-to-face game console.'On Grit, she tells Joubin Mirzadegan how every venture she's built, including Mirror, started as a personal need, and how her true edge is the ability to strip an idea down to what actually matters.Guest: Brynn Putnam, founder and CEO of BoardConnect with Brynn PutnamXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

Pete Syme talks with Drew Falkman about vibe coding, a way for tour operators to build custom software tools using plain English prompts instead of traditional programming. Drew explains how AI tools like ChatGPT and Claude have been trained on code repositories, allowing them to generate working applications from simple descriptions. The conversation covers why this matters for small operators, what you can build, the learning curve, costs, security considerations, and how this technology could shift the relationship between tour operators and the software they depend on. Pete emphasizes that operators already have the same AI access as hundred million dollar companies and encourages spending at least an hour daily experimenting with these tools.Top 10 TakeawaysYou can build tools without coding knowledge. AI tools trained on code repositories can generate working applications from plain English descriptions, making app building accessible to anyone.Most SaaS tools don't fit your exact workflow. You end up paying for applications where 80% of features you're not using because they're designed for other industries, but the things you do use aren't quite refined enough.Start with internal workflows, not customer-facing apps. Build tools for internal processes first. Don't go public with what you build until you have experience, as you can get 80 to 90% correct quickly, but that last bit is more challenging.Map your processes before building. Write down all your processes on paper, rank what's most important, and list what you really don't like doing. This helps identify where custom tools can have the biggest impact.The learning curve has three main steps. First, learn to plan what you want to build (20 to 30 hours). Second, design the workflow and user interface (a few hours). Third, understand data and databases (a couple days). Total time to get comfortable is roughly a few weeks of focused learning.Tools like Lovable cost around $20 per month. There are small monthly fees for vibe coding platforms, plus hosting costs if your tool is public-facing. Tools like Lovable, Bolt, Replit, Magic Patterns, and N8n each serve different purposes.Keep data storage minimal for security. Don't store sensitive information like credit card numbers or social security numbers. Use third-party authentication (Google, Microsoft, Apple) and payment processors like Stripe to handle sensitive data.You can build custom booking flows and optimize conversions. Create your own booking engine where you control every step, then use analytics tools to see where people drop off and experiment with improvements to increase completion rates.This threatens the traditional SaaS industry. Large companies spending millions monthly on SaaS are already exploring vibe coding to reduce costs. What happens at that level will cascade down through the industry to the tools small operators use today.Just try it to understand the possibilities. Go to lovable.dev, run a prompt, and build something. You won't fully understand what you can do until you experiment. You have nothing to lose with free versions, and no one else will see your experiments.Want to learn vibe coding yourself? Drew teaches courses on building apps without code. Visit drewfalkman.com to explore free resources and paid courses that walk you through the process step by step.

In Part 1 of the Telco Days 2025 podcast series—produced in partnership with Telco Days 2025—Doug Green of Technology Reseller News sits down with Dawid Mielnik, General Manager Telco at Software Mind, a global software and technology services provider. With more than 25 years of telecom experience and a 1,600-person engineering organization across Europe and the U.S., Software Mind helps operators modernize everything from voice and signaling to OSS/BSS and cloud-native telco stacks. As Mielnik explains, “We're big enough to scale, but small enough to care—our clients always know exactly who is on the team and who owns the outcomes.” Mielnik highlights Software Mind's software-first mindset and deep telecom expertise as core differentiators. Unlike traditional integrators, Software Mind not only deploys technology but also builds, customizes, and fills functional gaps with tailored software. “Our clients appreciate that we know telecom from the inside—IMS, signaling, roaming, legacy architectures, BSS/OSS. That domain knowledge makes all the difference,” he notes. He also shared real-world examples illustrating how Software Mind accelerates modernization. For a major European telecom group, the company migrated a legacy voice system to a fully containerized Kubernetes environment, reducing deployment cycles from 12 hours to under two hours. Another engagement rebuilt a monolithic CVM platform into microservices on Google Cloud, enabling daily deployments instead of monthly releases. “It wasn't just a technical upgrade—it changed how the entire delivery team worked,” Mielnik says. Looking ahead, Mielnik points to cloud-native architectures and AI as the forces reshaping telecom for the second half of this decade. Operators continue to grapple with large legacy stacks, while AI is rapidly being embedded across operations, assurance, fraud prevention, and customer engagement. “AI is making its way into every layer of the telecom network, and cloud is the foundation for the next wave of transformation,” he explains. The discussion also introduces Telco Days, Software Mind's annual thought-leadership and knowledge-sharing initiative. What began in 2018 as a Kubernetes training program has grown into a global hybrid forum where operators and partners discuss modernization, AI, customer engagement, and data strategy. All sessions from Telco Days 2025 are now available on demand to the entire industry. Learn more at: https://softwaremind.com/

Today's poddy is sponsored by Square. Square is the all-in-one restaurant tech platform designed to streamline operations and give hospitality business owners the time back to focus on growth. Square is Big In Restaurants - which is the name of its latest UK marketing campaign - offering everything you need for day-to-day service, including Square's payments, point of sale and reporting capabilities. Whether you're a single-location FSR, a multilocation QSR, a bar or a multi-concept restaurant, improve the flow of orders and find more ways to keep profit in your pocket. For more information visit 

There were MANY GEMS in today's puzzle, and that's not even counting 3D, A host of, MANY, and 34A, Prized people, GEMS. We had 8D, Senescent, OLD; 48D, Real hoot, RIOT; and the colorful (?) 22D, Camel and fawn, TANS. Those were just the tip of the proverbial iceberg, though, because today's grid was chockfull of awesome clues. We dive into the deets in today's episode, so do have a listen, and be sure and tell all your friends about us as well: we appreciate the biz!Show note imagery: Robert H. Goddard, definitely the best-of-the-best when it comes to ROCKETSCIENCEA reminder that the holiday season will soon be upon us, and there's no better present than a gift of the NYTimes crossword! Operators (well, ok, bots) are standing by, so cruise on over to the NYTimes and buy your loved ones the gift that keeps on giving!We love feedback! Send us a text...Contact Info:We love listener mail! Drop us a line, crosswordpodcast@icloud.com.Also, we're on FaceBook, so feel free to drop by there and strike up a conversation!

Stop treating cost management as a necessary evil. According to veteran financial expert Duane Deason, sustainable success hinges on weaving cost discipline into the DNA of your organization—starting with proactive planning, not reactive panic. The biggest mistake leaders make is assuming the financial crisis will pass and neglecting structural cost controls. Actual efficiency comes from balancing growth-focused Visionaries with detail-oriented Operators on your leadership team. Operators ensure the business runs lean, which is essential even when profits are booming.

This episode highlights the positive role that open communication plays between Operators and Maintenance at Pierce Transit. Chris, Fleet Assistant Manager, and Drea, Transit Operator, demonstrate how sharing ideas and stories benefits the agency and improves employee and customer experience.

Are you grinding every day but still not getting any closer to your next storage deal? Most investors don't fail because they're lazy, they fail because they spend their time on the wrong things. In this episode, Alex Pardo breaks down the exact busy work that keeps new and experienced investors stuck,  and the surprisingly simple actions that actually get deals done. In this episode, Alex pulls real questions from the Storage Wins private community and shows you how to cut through distractions, focus on revenue-generating activity, and finally start making traction. If you've been hiding behind spreadsheets, systems, and getting ready, this is the wake-up call you need. You'll Learn How To: Focus your time on activities that actually get you deals Use cold calling the right way and why Saturdays are a secret weapon Ask owners the only two numbers you need to underwrite any facility Follow up like a pro, so you never lose a deal that should've been yours Simplify your process so you stop hiding behind CRMs and start taking action What You'll Learn in This Episode: [00:00] The truth about busy wor" and why it kills momentum [01:00] The cold-calling schedule that separates you from your competition [04:00] The two pieces of info you need to underwrite any deal [08:00] Why follow-up is the real reason deals get done [12:00] How to stop hiding behind CRMs and start doing the real work [20:00] The mindset shift that helps you finally buy your first or next facility Who This Episode Is For: New investors trying to get their first facility but feeling stuck Operators who feel busy every day but aren't seeing real progress Anyone overwhelmed with systems and information instead of action Why You Should Listen: If you've been spinning your wheels, this episode will show you exactly where your time is leaking, and how to fix it today. You'll walk away knowing what actually moves the needle in storage, how to simplify your process, and how to create real momentum instead of false productivity. This is the clarity most investors never get, and the reason many never buy a single facility. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/  

Send us a textThe fun continues this week, as we conduct quick interviews from the Pizza Today booth during the inaugural Pizza Expo Columbus. This episode of The Hot Slice features discussions with three mobile pizzeria operators at various stages of business development – starting with lessons from the first year in business through how to innovate during the 15th season of running a mobile pizza operation. During this episode, we speak with:Kaitlyn & Chris Corson, Timbertop Pizza, Waverly, IowaPizza was a hobby for this Iowa teacher and her husband, but with help from the pizza industry, they took the “summer fun” activity to the next level this year. Along the way, they've learned about teamwork, dreamed about a “pizza farm” and used AI to help prepare for their second season. Erica Sprenkel, Ramblin' Dough Wood-fired Pizza, Evergreen, ColoradoThis new mobile pizzeria owner jumped at the opportunity  when her favorite operator was selling the business. Since then, she's worked local festivals, developed a loyal following of customers and dialed in consistency one wood fire at a time.Maaren Spears, A Wandering Fire, Saint Croix Falls, WisconsinThis catering-only mobile pizzeria does more than 100 events between early May and mid-October each year – and has to turn down twice as many! Spears works with local farmers to create menus that highlight regional agriculture and reduce food waste. You won't want to miss hearing about her plans for the future!Stay tuned next week, as we return to the show floor at Pizza Expo Columbus! Learn more about Pizza Expo Columbus. Find the latest news from this year's show.

In this episode, the operators dive deep into the current holiday shopping landscape, analyzing Black Friday Cyber Monday strategies and the shifting behavior of consumers in a soft economy. They debate the merits of starting sales early versus waiting for the "Cyber Five," discuss the complexities of inventory management, and share insights on forecasting growth for 2025 and 2026.The conversation also explores the difference between "sexy" trend-based growth and durable long-term success, using case studies like Nike and On Running, before concluding with a candid discussion on the role of the CEO in prioritizing company initiatives and making high-leverage decisionsChapters:00:00:00 - Introduction00:03:34 - Holiday Discounting & Consumer Sentiment00:18:16 - Early Sales vs. Cyber Five Strategies00:30:00 - Forecasting & Growth Targets00:42:38 - Durable vs. "Sexy" Growth00:54:53 - The CEO's Role & PrioritiesPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://bit.ly/9OP-YtdescRivo.https://www.rivo.io/operatorsSubscribe to The Marketing Operators Podcast here: https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here: https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/

In this episode, Erik and Adam unpack one of the most misunderstood levers in business: the speed of learning. Adam explains why the brands that win are the ones that learn fastest — not the ones with the biggest budgets — and why "failure" is the wrong word entirely. They dive into growth mindset vs. fixed mindset leadership, how to evaluate people you work with, how leaders accidentally kill innovation, and how to build teams that tell you the truth. They also touch on personal stories around kids, parenting, praise, and competitive sports (including Adam's controversial crossover into pickleball

This week, we're joined by Jon “JMo” Morgenstern, Head of Investment at VaynerMedia, who manages over $1.5B in annual media spend across brands like Oreo/Mondelez, JP Morgan Chase, PepsiCo, and Yeti. JMo breaks down how enterprise advertisers think about channel mix, retail media, and allocating capital across Meta, TikTok, CTV, Amazon, and Walmart and what DTC operators can learn from teams working at that scale.From there, we dive deep into measurement. JMo breaks down how enterprise teams are approaching incrementality, causal MMM, brand lift, and retail media halo effects and why fast-moving brands need to start thinking beyond last-click and short-window ROAS if they want to graduate into real growth mode.Then we move into creative. We talk about why “just make more ads” isn't the strategy and how Vayner thinks about creative volume × creative diversity, niche persona testing, and using organic performance as a signal before scaling into paid.We wrap with TikTok Shop, retail partnerships, and why even the biggest brands in the world are still navigating the same innovator's dilemma as fast-growth DTC brands - just with more zeros and way more stakeholders. If you're trying to spend smarter, measure smarter, and make creative that actually moves the needle, you're gonna love this one.If you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:04:59 - Fortune 500 vs DTC Strategies00:17:59 - Measuring Awareness, Incrementality & MMM00:38:49 - Vayner Volume Model: Diversity over Iteration00:52:49 - Turning Organic Wins into TV Commercials01:04:11 - TikTok Shop Strategy & Cross-Channel HaloPowered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsRivo.https://www.rivo.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

How do companies like Salesforce and Dell scale intelligence across every cloud?Aidan Gomez, co-founder and CEO of Cohere, explains how they're building AI that works across all enterprise systems and deploys anywhere, giving companies true flexibility and security.He joins Joubin Mirzadegan for a wide-ranging conversation on why synthetic data went from dismissed to indispensable, and how the race among AI labs is really unfolding.Guest: Aidan Gomez, co-founder and CEO of CohereConnect with Aidan: XLinkedInConnect with Joubin: XLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

This week, Rachel and Lynne are chatting with Ashley Cisneros Mejia, a freelance communication strategist and host of the 'Talk Freelance to Me' podcast. Ashley shares her journey from agency owner to solo freelancer, highlighting the processes and systems she brought into her current business from larger agencies. We also explore: The value of community and networking for maintaining creativity and client relationships The evolving freelance market Integration of AI in business operations The importance of human connection and the benefits of collaborating with other creatives  How to leverage relationships to secure a successful freelance career What technology she uses to streamline workflows and enhance productivity Connect with Ashley via her website: https://www.ashleycisneros.com or through her podcast: https://talkfreelancetome.com/  Visit The Content Byte website for a transcription of this episode: https://thecontentbyte.com/episodes/ Find Lynne www.lynnetestoni.com Find Rachel www.rachelsmith.com.au Rachel's List www.rachelslist.com.au Thanks (as always) to our sponsors Rounded (www.rounded.com.au), an easy invoicing and accounting solution that helps freelancers run their businesses with confidence. Looking to take advantage of the discount for Rachel's List Gold Members? Email us at: hello@rachelslist.com.au for the details. Episode edited by Marker Creative Co www.markercreative.co   

John Casmon interviews Travis Watts, a long-time Best Ever contributor, full-time LP, and author of Passive Investor Tips. They dig into where we are in the multifamily market cycle, why the last three-plus years have felt so painful for LPs, and why Travis believes we're entering a true recovery phase that could mirror the opportunity of buying in 2010. Travis shares how investing consistently from 2015 to today—even with about 30% of his portfolio “compromised”—still leaves him well ahead of where he'd be if he'd stayed on the sidelines. He and John also break down operator selection, capital calls, fixed vs. floating debt, and how to align your investment strategy with your life stage and risk tolerance. Travis WattsCurrent role: Full-time passive investor and author of Passive Investor TipsBased in: Orlando, Florida Say hi to them at: https://ashcroftcapital.com/our-team/travis-watts/ | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

AI in Your Restaurant: How Operators Can Save Hours, Increase Profit, and Build Smarter Systems Today https://restauranttopia.com/ Episode Summary In this high-energy, highly practical episode, Brian Seitz and Dave Ross break down the real-world, right-now ways AI can support restaurant operators. Whether you're hesitant, curious, or already all-in, this conversation will help you understand how to use AI to cut time-wasting tasks, improve menu performance, strengthen training, and build your own custom GPT to run sharper operations. AI isn't a trend — it's the next major shift in how restaurants operate. And the opportunity? Massive. Dave and Brian share exactly how they're using AI daily and walk through simple, battle-tested use cases that any operator can start implementing this week. What You'll Learn in This Episode ✔ Why AI in restaurants is not a fad — and why ignoring it puts operators behind ✔ Real use cases for AI in restaurants: Menu engineering & PMIX analysis in minutes Staff training + SOP creation Inventory and ordering optimization Marketing workflows (newsletters, social media, content) Customer service, phone ordering, and reservation automation ✔ How to create your own custom GPT for your restaurant What to upload How to train it How to empower managers and staff with a "digital assistant" ✔ What to avoid when starting with AI Privacy pitfalls Over-automation Connecting systems too quickly ✔ Quick wins to try this week Replace 5–10 weekly Google searches with AI prompts Use voice prompting to train your AI assistant on the go Build SOPs, onboarding documents, or menu descriptions with a single prompt Use AI for specials based on your current order guide Sample Prompts You Can Copy & Use Menu Engineering Prompt: "Analyze this PMIX and identify my highest-margin items, items that need attention, and any dogs I should consider removing. Provide recommendations for pricing and promotion." Training Prompt: "Create a step-by-step SOP for training new hosts at a neighborhood casual dining restaurant." Marketing Prompt: "Draft a 6-week social media content plan for a locally-owned restaurant. Include post copy, themes, and calls to action." Custom GPT Setup Prompt: "I want to build an AI agent for my restaurant that handles menu innovation, staff training, and marketing. Ask me every question you need to fully understand my business and build the right system." Take Action If you're new to AI, start small: 1️⃣ Download ChatGPT, Claude, Copilot, or your preferred tool. 2️⃣ Use AI instead of Google for one full day. 3️⃣ Upload a simple restaurant document and ask it to make improvements. 4️⃣ Create your own custom GPT once you're comfortable. Small habits add up — and they will make you faster, sharper, and more profitable. Connect With Us We want your AI success stories! Tag us or message us on social: Facebook | Instagram | LinkedIn: @Restaurantopia

1/2 Anatol Lieven discusses the war in Ukraine, noting the new Russian unit RubiKon hunting drone operators and the slow Russian advance on Pakovsk, aided by both innovation and old factors like fog. The conversation also covers Germany's military rearmament plans and the significant, rising influence of the populist right AFD party in German politics, which is strongly anti-immigrant and largely anti-rearmament. Guest: Anatol Lieven. 1/2

Sonder's bankruptcy has shaken the short-term rental world — and for good reason. Once the poster child of the “hotel-meets-Airbnb” model, Sonder's downfall marks a pivotal moment for operators everywhere. In this episode, AirDNA's Chief Economist Jamie Lane and co-host Scott Sage unpack what went wrong, what it signals for the rental arbitrage model, and how changing travel demand is reshaping the industry.From a surprising partnership failure with Marriott to the ripple effects in urban markets still struggling post-COVID, Jamie and Scott connect the dots between Sonder's story and broader market trends. They also dig into fresh October 2025 performance data, including occupancy declines, rate adjustments, and a critical PSA for hosts affected by Airbnb's new service fee model.The episode closes with a behind-the-scenes look at AirDNA's latest data model upgrades, revealing how machine learning is improving accuracy and trust in industry insights — setting the stage for even more powerful analytics ahead.You don't want to miss this episode — especially if you rely on rental data to guide your business decisions.Key Takeaways for STR Pros

In this episode of Marketing Operators, Cody and Connor unpack the real impact of Meta's Andromeda update and what creative diversity actually means today, plus how to optimize for it in an algorithm-driven environment. They break down how short-form, personalized feeds have reshaped the playbook, why we've shifted from the editor era to the creator era, and what now constitutes a better ad in Meta's eyes. They also dig into how to scale truly diverse creative without slowing down, harness organic social as a performance engine, and how the creative strategist role is evolving - expanding beyond editing into creator-first, social-native thinking and faster content systems.Then they're joined by Cathy Sun, VP of Ecommerce at AppLovin, to dive into the launch of AppLovin's self-serve Axon ads platform. Cathy breaks down how rewarded mobile gaming ads work, why long-form clickable inventory is driving incremental performance for e-commerce brands, and the creative tactics that win - from increasing ad volume and variation to leveraging interactive formats and scaling with repeatable creative workflows. She shares real stories of brands rapidly ramping spend and unlocking breakout ROAS on AppLovin, and why this channel has quickly become a powerful performance complement to Meta.If you're evolving your creative for the Andromeda era and looking for scalable performance channels beyond Meta, this episode delivers the frameworks, tactics, and operator-level insights to grow with confidence.Check out Axon by AppLovin: https://axon.ai/inviteonlyUse code: KLOHWKP3YMOperators Masterclass on Channel Growth: https://www.9operators.com/applovinIf you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:06:46 - The "Andromeda" Apocalypse00:21:55 - Why We're in the "Creator Era" (Not the "Editor Era")00:37:56 - How to Hire in the Creator Era00:53:37 - Special Guest: What is AppLovin's Axon Platform?01:07:39 - AppLovin Performance & Creative Best PracticesPowered by:Motion.https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

Jon Buscemi joins the podcast to discuss his journey from trend forecasting at DC Shoes to founding his iconic luxury sneaker brand. He shares the inside story of selling his brand to private equity and how their strategy to create an attainable luxury diffusion line was the "kiss of death", violating the rules of luxury pricing. Buscemi argues that fashion's monoculture is dead, replaced by micro-communities, and that social media has killed the discovery aspect of fashion. He details how his new members-only golf brand Redan, is built on scarcity and community, predicting that this "members-only" model is the future trend for fashion.Chapters:00:00:00 - Introduction00:03:31 - The $1000 Sneaker00:18:00 - From DC Shoes to Tribal Fashion Trends00:33:17 - Selling to Private Equity00:45:14 - Networking, Signaling, & The "Members-Only" Brand00:59:11 - Can a Monoculture Brand Still Be Built Today?Powered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://bit.ly/9OP-YtdescSubscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/

Axel shares five practical leasing strategies that every multifamily operator can implement to reduce vacancy, maximize rent roll, and ultimately increase NOI.These are simple, high-impact tactics that work whether you self-manage, run an in-house property management team, or work with a third-party manager. Axel also breaks down how to use staggered lease terms to avoid bad leasing cycles, how and why to incentivize referrals, how to drive more online reviews, and how to structure concessions for both new leases and renewals in a way that increases retention without damaging your long-term rent roll.Take note of the tips in this episode and apply the ones that fit your multifamily operations.Join us as we dive into:How to use staggered lease terms to avoid costly seasonal vacancyA simple resident referral incentive that increases leasing traffic and retentionThe most effective moments to ask for (and reward) reviewsHow to offer concessions strategically to drive faster lease conversionsHow to boost renewal rates using longer-term renewals paired with one-time creditsAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

In this episode of The Distribution, host Brandon Sedloff sits down with David Robertson, CEO and Chief Investment Officer of FrontRange Capital, to unpack the evolution of strategic capital in real estate. David shares his unexpected journey from a childhood in Burbank's entertainment industry to Harvard Business School and eventually into investment banking and real estate. The conversation explores how his experiences at Aimco shaped his perspective on capital structures, partnerships, and the growing role of GP stakes investing. Together, they discuss how operator needs have evolved, the nuances of co-GP relationships, and why alignment and integrity matter as much as capital itself. They discuss: • The formative experiences that shaped David's career in real estate and finance • How changes in the 1990s REIT legislation fueled the institutionalization of real estate • Lessons learned from building Aimco and the origins of FrontRange Capital • The continuum of operator growth and the evolving role of strategic capital • Misconceptions about GP capital and how co-GP partnerships create accretive value • What investors find compelling about GP stakes and co-GP structures • The importance of personal alignment and partnership dynamics in long-term success • David's outlook on the future of GP investing and operator partnerships Links: FrontRange Capital - https://frontrangecap.com/ David on LinkedIn - https://www.linkedin.com/in/david-robertson-979b17109/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:30) - David's career and background (00:11:42) - Investment banking and real estate (00:21:13) - Founding FrontRange Capital Partners (00:24:28) - Strategic capital for real estate operators (00:26:46) - The evolution of operator needs (00:27:22) - Scaling and liquidity challenges (00:28:52) - Institutionalization and changing needs (00:29:48) - The value of co-GP partnerships (00:31:02) - Advising operators on strategic capital (00:33:37) - Common misconceptions about GP capital (00:39:00) - Investor perspectives on GP capital (00:50:39) - The future of strategic capital (00:55:47) - Conclusion and final thoughts

The hardest company to build is the one you start after you've already succeeded.After scaling Yext into a platform powering millions of businesses, Howard Lerman chose to start over with Roam, the “Office of the Future,” where humans and AI work side by side from anywhere.On Grit, he joins Joubin Mirzadegan to talk about the solitude of leadership and what happens when you stop building for Wall Street.Guest: Howard Lerman, co-founder and former CEO of Yext, and founder and CEO of Roam​Connect with Howard LermanXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

“Availability is resilience. If you can't see it, you can't secure it.” — Roland Dobbins, Principal Engineer, NETSCOUT ASERT Team In this Technology Reseller News podcast, Doug Green, Publisher of TR Publications, speaks with Roland Dobbins, Principal Engineer on NETSCOUT's ASERT (Arbor Security Engineering & Response Team), about the growing risk of outbound DDoS attacks—and why service providers and enterprises must defend against threats moving in every direction. NETSCOUT, a global leader in network visibility and DDoS defense, has been monitoring an alarming surge in outbound and cross-network (east-west) attack traffic driven by new “Turbo Mirai” botnets, particularly the Aisuru variant. These attacks can exceed 20 terabits per second and 6 gigapackets per second, overwhelming even the largest operators. Dobbins explains that while most organizations focus on protecting against incoming DDoS traffic, outbound attack streams can be just as damaging, clogging peering links and taking down critical infrastructure. “We're seeing broadband networks unintentionally launching massive attacks, sometimes over a terabit per second, because of compromised IoT and connected devices,” Dobbins said. “It's not just about defending the target — it's about protecting your own network from being part of the problem.” NETSCOUT's ASERT team, which observes 40,000–50,000 DDoS attacks daily across 60% of the world's IPv4 space, provides continuous research and live mitigation guidance to customers worldwide. Dobbins emphasized that effective DDoS defense requires edge-to-edge visibility, sub-second detection, and suppression of both inbound and outbound traffic. “You can't secure what you can't see,” he added. “Operators need full visibility across their networks, with active mitigation built into daily operations.” Learn more about NETSCOUT's global threat research and DDoS defense solutions at netscout.com. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data

Send us a textSpecial guest host Kim DeCarolis joins Carl for a lively dive into the week's biggest restaurant and tech stories for the last episode in Season 2.They start with American Express's growing influence in restaurant loyalty and ask whether Amex has become the new partner of choice. Then they turn to Chipotle, where CEO Scott Boatwright is refocusing the brand around digital order accuracy — a move that says a lot about how consumer expectations have shifted.Next up: Yelp's new AI Receptionist  - will it actually help operators, or just add more noise to the AI conversation? And in one of the week's biggest business moves, Wonder's acquisition of Spyce from Sweetgreen sparks a discussion on focus, automation, and where robotics fits into the future kitchen.Finally, Carl and Kim unpack the Uber + Toast partnership, a big move that could reshape the first-party and third-party delivery landscape.As always, The Digital Restaurant looks at how these headlines reveal where restaurant technology and the broader off-premise experience are headed next.01:30  – Q1: Is Amex becoming the restaurant partner of choice?05:00 – Q2: Chipotle turns its focus to order accuracy10:45  – Q3: Yelp Receptionist – Hype or Help for Operators?14:50  – Q4: Wonder buys Spyce from Sweetgreen – smart sale or bold gamble?19:40  – Q5: Uber + Toast partnership – what it means for delivery's futureSupport the show

Text us a pool question!

In September of 2021 a suspect involved in a carjacking and attempted homicide led police in a vehicle pursuit that ended in a car crash in Farmington Utah.  The suspect fled on foot across Interstate 15 into a residential neighborhood prompting patrol officers to establish a perimeter and begin a search with a K9 unit.  During the search a single gunshot was heard,  South Davis Metropolitan SWAT and North Davis Metropolitan SWAT were both activated to conduct a house -to-house search. Operators discovered a bullet hole in a residence window, and shortly after, a male exited nearby home in a vehicle. He was stopped and informed operators that his family was being held hostage and that the suspect had sent him to check for police. As operators moved toward the residence, a juvenile female escaped through a window. Debriefing the father and daughter, it became clear that three more hostages remained inside the home with an armed suspect. Negotiated side and a handgun was recovered next to his body. My guest today is Lieutenant Andrew Smith. Andrew began his law enforcement career with the Utah Highway Patrol in 2008. In 2011, he left the highway and began working for the West Bountiful Police Department. He joined the South Davis Metropolitan SWAT team in 2012 and eventually moved to the Bountiful City Police Department in 2013, where he worked his way through various assignments and promoted to the rank of lieutenant and team commander of the South Davis Metropolitan SWAT team. Anders held numerous leadership positions in the department, including FTO, lead scout, entry team member, and assistant team leader, and is currently the South Davis Metropolitan SWAT team commander. He's been honored with numerous unit citations as a member of the police department and SWAT team, including his involvement in two hostage rescue operations and two Bountiful City Police Department chief stars, one of which was for his response to an active shooter at a local junior high.Contact Info:Lt Andrew Smith – asmith@bountiful.govBooksLegacy by James Kerr – ISBN-13 - 978-1472103536 

Join an active community of RE investors here: https://linktr.ee/gabepetersenCRACKING THE CODE ON AFFORDABLE HOUSING INVESTING

The hardest part of transformation is knowing what to let go of.Dan O'Connell, now leading Front as CEO and formerly on the board at Dialpad, joins Joubin Mirzadegan to explore the delicate balance between legacy and innovation as he leads a decade old company through the AI revolution.He also reflects on why courage and control can coexist in leadership, and what it means to “make decisions that give you energy.”Guest: Dan O'Connell, CEO of Front​Connect with Dan O'ConnellXLinkedIn​Connect with JoubinXLinkedInEmail: grit@kleinerperkins.com​Learn more about Kleiner Perkins

Send us a textNo rumors. No drama. Just facts and perspective.In this solo episode, Aaron breaks down the Air Force Special Warfare Training Wing's Pipeline Optimization Initiative — what it really means, why it matters, and how it could finally fix years of inefficiency in the operator pipeline. This isn't about lowering standards — it's about eliminating wasted time, tightening the process, and producing better operators, faster.Aaron translates the military-speak, explains the Zulu course, dives into the “SNIT” problem (students not in training), and highlights how these changes can actually strengthen the Special Warfare community. It's straight talk on leadership, standards, and evolution — not excuses.If you're serious about joining, leading, or supporting the next generation of Air Force Special Warfare operators, this episode is required listening.⏱️ Timestamps: 00:00 – “We're Not Lowering Standards, You Nerds.” 02:00 – Aaron vs. Overthinking: Just Hit Record. 05:20 – Baby Brain Gains & Creatine Confessions. 07:40 – Breaking Down the Official Pipeline Press Release. 10:45 – SNIT: Fixing the Pipeline's Biggest Time Sink. 13:20 – Zulu Course Deep Dive: Smarter, Unified Training. 18:00 – Dive School and the Eternal Debate. 22:30 – Assessment & Selection: The Missing Details. 25:10 – Crunching the Numbers on Efficiency. 29:30 – The Paragraph That Changed Everything. 33:00 – Leadership, Standards, and Calling Your Shot. 37:40 – Collaboration Over Chaos: AETC and the Future Fight. 40:00 – Final Thoughts: Progress, Accountability, and the Path Ahead.