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There are hundreds of SaaS metrics, but which ones truly matter for SaaS leaders who want to scale, raise capital, and maximize company valuation? In episode #313, Ben Murray breaks down the five essential metrics every SaaS executive must understand — whether you're a founder, CFO, or operator. From bookings to retention, gross profit, OpEx, and the ROSE efficiency metric, you'll learn how to read your SaaS P&L like a top operator, and why these metrics are critical to driving durable growth, improving investor metrics, and strengthening your business model. What You'll Learn Bookings – Signed contracts for ARR commitments, the fuel of your revenue engine. Retention – Gross revenue retention, net revenue retention, and customer retention are the ultimate health checks for recurring revenue. Margins (Gross Profit) – Why accurate COGS vs. OpEx separation matters for forecasting, profitability, and valuation. OpEx Profile – How much you should invest in R&D, sales, marketing, and G&A as a percentage of revenue. ROSE Metric (Return on SaaS Employees) – A powerful measure of organizational efficiency and path to profitability, stronger than revenue per FTE. Why These Metrics Matter Finance & Accounting: They form the backbone of your SaaS P&L and cash flow forecasting. Investor Metrics: Investors use these to evaluate efficiency, scalability, and risk. Valuation: Strong retention, margins, and efficiency drive higher SaaS valuations. Business Leaders: Understanding these numbers enables smarter decisions at both the departmental and company levels. Resources Mentioned Free Webinar – Deep dive into these five metrics, plus tips, frameworks, and pro insights: https://www.thesaasacademy.com/pl/2148701264 Quote from Ben “Every SaaS leader doesn't need to calculate these metrics themselves — but they must understand them. These numbers tell the story of your business.”
“We eliminate CapEx, embed Zero Trust by default, and lower TCO by 30–40%.” — Niraj Singh, Chief Business Development Officer, Nile Niraj Singh, Chief Business Development Officer at Nile, joined Doug Green, Publisher of Technology Reseller News, to discuss how Nile is redefining enterprise networking with a consumption-based, AI-driven model built for telcos and MSPs. Unlike legacy vendors that sell hardware, licenses, and bolt-on security, Nile delivers Networking-as-a-Service (NaaS) with: 100% OpEx, no CapEx — fully consumption-based pricing Campus Zero Trust built in — isolating every user, device, and app to stop malware propagation AI-native automation — real-time telemetry, anomaly detection, and self-healing networks Lifecycle management included — upgrades, patches, and RMAs fully covered Nile backs its model with a four-nines SLA and money-back guarantee, a rare commitment in enterprise networking. For telcos and MSPs, the impact is significant: Reduced churn by embedding in-building networks alongside connectivity Higher margins thanks to lower TCO (30–40% savings over five years) New revenue streams through bundled, end-to-end secure services Improved NPS with guaranteed reliability and simplified operations “Telcos often compete on commodity connectivity. By partnering with Nile, they can deliver end-to-end SLAs, differentiate services, and retain customers,” Singh explained. Learn more at nilesecure.com.
MacroVoices Erik Townsend & Patrick Ceresna welcome, Dr. Anas Alhajji. They discuss all things energy, from this past Sunday's Group of 8 meeting to secondary sanctions strategy on India to the reincarnated Power of Siberia 2 pipeline project. https://bit.ly/4gkBeGI Trade Dr. Anas Alhajji's Oil View Live! (Members-Only Guest Pass) Register For A Free Trial To Claim Your Pass! Here: https://dub.link/qt10D1y
Nevermined is pioneering the infrastructure for AI commerce, building payment rails specifically designed for agent-to-agent transactions. With a vision of trillions of AI agents functioning as both merchants and consumers, Don Gossen brings 20 years of AI experience to solving what he believes will be the foundational payment challenge of the next era of computing. In this episode of Category Visionaries, Don shares insights on creating an entirely new category—AI commerce—and the unique go-to-market challenges of building for a future that's rapidly becoming reality. Topics Discussed: The emergence of two distinct agent modalities: agent as proxy and agent as independent economic actor Why existing payment infrastructure cannot handle the scale and velocity of AI agent transactions Nevermined's commission-based business model focused on agent-to-agent payments The fundamental cost model differences between SaaS and AI agents Creating the "AI commerce" category and the strategic importance of early categorization Go-to-market strategy targeting verticalized AI agent builders with Series A+ funding The infrastructure investment phase versus deployment challenges in AI adoption GTM Lessons For B2B Founders: Target customers who have proven business models, not just potential: Don's go-to-market strategy specifically targets AI agent companies that have raised Series A or later rounds. His reasoning: "Hopefully the VCs that are backing them have done some due diligence. And the money they're earning is actually real." Rather than chasing every potential customer, focus on those who have already validated their revenue model and can immediately benefit from your solution. Understand the fundamental cost structure of your customer's business model: Don identified that AI agents have an inverted cost model compared to traditional SaaS—most costs are operational (OpEx) rather than capital (CapEx). He explains: "The cost model is basically flipped. Most of your cost is actually on the opex... Your operating costs fluctuate based on the request." This insight shaped Nevermined's entire value proposition around cost monitoring and settlement rather than just payment processing. Create category language early, even before market adoption: Don coined "AI commerce" in 2023 when "people were like, what the hell's an AI agent?" His approach: "It always helps to categorize and provide language that's going to allow people to understand what it is that you're talking about... It's the memeification of the category." Don't wait for your market to mature—create the vocabulary that will define it. Focus on the operational reality, not the theoretical use case: While competitors focus on connecting bank accounts to AI agents for consumer purchases, Don focuses on the underlying workflow costs: "How much does the workflow cost to actually render that outcome?" Understanding the true operational mechanics of your customers' business—not just their surface-level needs—can create significant competitive differentiation. Leverage deep domain expertise to identify non-obvious problems: Don's 20 years in AI revealed that variable AI agent responses create variable operational costs—a problem most founders wouldn't recognize. He notes: "Until recently most people didn't realize that is a major issue in operating these solutions." Deep industry experience can help you spot problems that newer entrants miss entirely. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
“Press 1 is dead. If you haven't integrated AI into your core telephony stack, you're on the path to obsolescence.” — Andy Abramson, Founder & CEO, Comunicano In this conversation with Doug Green, Publisher of Technology Reseller News, Andy Abramson—32 years into leading Comunicano—explains why legacy, menu-tree IVRs are being displaced by SIP-native AI and real-time voice agents. The result: faster resolution, lower latency, and human-like interactions that finally match the urgency of today's callers. What's changing SIP ↔ AI interconnect: Direct SIP trunking into AI (e.g., OpenAI) turns agents into callable endpoints—simplifying deployment much like early CPaaS did. Network path matters: Zero-hop/HD direct connectivity (e.g., CarrierX/Found/freeconferencecall.com) and Cloudflare's global edge for WebRTC cut jitter, packet loss, and delay—feeding cleaner “robot food” to AI. Voice that sounds human: Advances in neural voices (e.g., ElevenLabs) raise comprehension and comfort, improving CX outcomes. Tool orchestration made simple: MCP/agent frameworks (e.g., Anthropic-style tool calling) connect CRM/ERP and data sources without brittle middleware. Who wins, who loses Winners: UCaaS/CPaaS and AI-forward CCaaS that treat AI agents as first-class endpoints; telcos bundling AI with SIP routing and data plans; high-volume enterprises offloading Tier-1 to real-time AI. At risk: IVR-only vendors, low-end CCaaS, and speech-to-text middleware that don't adopt AI—“adopt or die.” Why it matters for MSPs & channel partners The migration path is here now: swap tree-based IVR for NLP-driven, real-time voice agents, integrate with existing stacks via SIP, and monetize AI minutes + memories. Business impact: shorter handle times, higher first-contact resolution, lower OpEx, and fewer abandoned calls—especially for customers calling with urgent needs. This episode includes a slide presentation outlining the end of menu trees, the SIP-AI architecture, and four go-to-market “wins” for carriers, UC/CPaaS, CCaaS, and large enterprises. Learn more about Andy's work at comunicano.com (one “m”) and his commentary at AndyAbramson.com and on LinkedIn.
This is Part 8 of Steve Coughran's book Cash Flow. Steve explains the fourth lever of cash flow: operating expenses. He shows why cutting costs blindly destroys value, how to eliminate waste without hurting growth, and the smart ways to optimize overhead while protecting employees, customers, and long-term strategy.LinkedIn | YouTube coltivar.com
Your SaaS COGS (Cost of Goods Sold) is one of the most important foundations in your SaaS P&L — and getting it wrong can distort your gross profit margins, forecasts, SaaS metrics, investor metrics, and ultimately your valuation. In this episode, Ben Murray breaks down exactly what belongs in SaaS COGS, how to handle multi-hat employees, and why clean financial reporting is critical for scaling. If you're a SaaS founder, CFO, or operator, episode #311 will help you properly structure your business model for accurate financial reporting and investor-ready transparency. What You'll Learn Departments to include in COGS: Tech support, professional services, managed services, customer success (non-sales), DevOps, hardware, and transactional costs. Why COGS must be fully burdened (wages, taxes, benefits, bonuses, travel, etc.). How to handle allocations when employees wear multiple hats (without overcomplicating your accounting). The role of transactional cost centers for usage-based or variable revenue models. Why accurate COGS = accurate gross profit, margins by revenue stream, and valuation metrics. The importance of following the matching principle under accrual accounting. Why It Matters Finance & Accounting: Accurate COGS sets the foundation for reliable P&Ls and forecasts. Investor Metrics: Clean COGS helps investors and acquirers trust your financial systems and data. Valuation: Strong, transparent gross profit reporting increases confidence during fundraising or exit planning. Business Leaders: Knowing your true COGS drives better decision-making across your revenue streams. Resources Mentioned Blog Post: How to Structure Your SaaS P&L Correctly: https://www.thesaascfo.com/what-should-be-included-in-saas-cogs/ Academy Content: Deep dive into SaaS COGS, OPEX, and financial modeling for SaaS and AI companies: https://www.thesaasacademy.com/the-saas-metrics-foundation Quote from Ben “Your SaaS COGS must be fully burdened — labor, taxes, benefits, even pizza parties. That's how you get accurate gross profit and investor-ready financials.”
Today's slide deck: https://bit.ly/41sbzFO - Today we look at the S&P 500 index hitting a record high, while breadth is lacking and the Nasdaq 100 is still below its cycle highs. In single names, we wonder whether Nvidia is struggling to find direction on the enormous options expiry today and together with Saxo Equity Strategist Ruben Dalfovo we preview earnings reports from three interesting tech companies next week, including hard-charging Broadcom. Some thoughts on gold, FX and more on the call. Hosting today's pod was Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic
MORE STAFFINGRecruit, onboard, and train incredible virtual professionals in the Philippines with my friends at More Staffing by visiting https://morestaffing.co/af. INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.//Richie Mashiko is the CEO of She's Birdie and the Head of Beacon, a division of Iris Financial that does fractional financial consulting for DTC brands. Email Richie at richie@irisfinance.co.//A brutally transparent turnaround story. Richie Mashiko walks through how he took She's Birdie from a $3M loss and $6.5M in obligations to an operationally disciplined business paying down debt—without Meta ads. We break down the debt stack, negotiation order, cash-flow forecasting, and the exact operating changes that created free cash to service creditors.What you'll learn fast:- Debt triage that works: Prioritizing bank lines with personal guarantees, restructuring MCAs, sequencing suppliers and vendors, and why lawsuits are rarely the optimal path for counterparties.- Cash-flow clarity: How a weekly cash-flow model drives decisions and sets realistic paydown schedules.- Opex rightsizing: Cutting bloat from ~$500K/month to ~$75K, what to cut first, and how to preserve core capabilities.- Ad spend discipline: Turning off losing channels, operating with Amazon ads only, and rebuilding profitability before scale.- Unit economics that fund the plan: 90% landed margin before fulfillment, ~30% all-in cost of delivery, and why high margin + favorable terms enable rapid debt reduction.- Supplier terms that matter: 25% deposit, 75% net-120 after cargo-ready—how to negotiate (and keep) terms through a downturn.- Operator mindset: Replace vanity growth with durable free cash flow; define “winning” as consistent distributions, not fantasy exits.If you're feeling margin pressure, stuck in growth-at-all-costs habits, or unclear on your balance sheet, this episode gives you a concrete operating playbook you can adapt immediately.//CHAPTER TITLES:00:02:10 - The Rescue Mission Of She's Birdie 00:05:06 - Initial Growing Pains Post Covid (Product Development)00:11:49 - How We Almost Got Bought By Amazon00:16:55 - Breaking Down The Balance Sheet00:22:46 - Keeping The Bank From Freezing Assets00:24:05 - Operational Vs. Finance Challenges00:31:17 - Bad Ad Dollars00:35:20 - Manufacturing Terms00:40:19 - The Secret Sauce//SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: https://www.youradmission.co/andrew-faris-podcast//FOLLOW UP WITH ANDREW X: https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com
This is Part 8 of Steve Coughran's book Cash Flow. In this section, Steve explains the fourth lever of cash flow: operating expenses. He shows why cutting costs blindly destroys value, how to eliminate waste without hurting growth, and the smart ways to optimize overhead while protecting employees, customers, and long-term strategy.LinkedIn | YouTube coltivar.com/byfiq
Ep. 98: Figuring out how to rebuild strength and confidence in parenthoodThis in-person conversation with Shayan Vaghayenegar, owner of Strength Connected is packed with honesty, strategy, and empowerment for anyone feeling, let's say "less strong" after having kids.We talk about how to reset your expectations (and your ego), find a realistic rhythm with workouts, and truly get strong—not just to look good naked, but to feel capable in every part of your life.→ WATCH ON YOUTUBE→ FULL SHOW NOTES & TAKEAWAYSIn this episode:The power of rebuilding from the ground up after parenthoodWhy your 20-something fitness mentality doesn't serve you nowWhat personalized fitness actually means—and how it's different from personal trainingHow stress, sleep, and identity shifts impact your bodyThe mindset shifts that help you build strength without burnoutRelated episodes:Ep. 96: Feel better NOW and find joy in life's little pleasures with Catherine Roscoe Barr – Spotify or Apple or YouTubeEp. 91: Feeling off? Use this 8-part check-in to realign your life – Spotify or AppleAbout ShayanShayan Vaghayenegar is a personal trainer and founder of Strength Connected, a North Vancouver-based gym redefining how parents and professionals approach fitness. A former athlete with a background in human kinetics and OPEX coaching, Shayan helps people build long-term strength and confidence through sustainable, personalized programs that meet you where you are.Try Strength Connected's Personalized Coaching Kickstarter: Sign up for $74/weekFollow Shayan on Instagram: @strengthconnectedAbout Andrea Barr, host of All Figured Out:Andrea Barr is a certified career and life coach who helps ambitious parents take charge of their careers and lives with strategy, intention, and freedom. She rejects the idea that success requires sacrifice—showing parents how to create more time, flexibility, and fulfillment without burnout. Through her coaching, workshops, and podcast, All Figured Out, Andrea shares the strategies and mindset shifts parents need to design careers that fit their lives—so they can thrive at work and at home.Connect with Andrea via Instagram here or her website here.
On this episode of Beyond Multifamily, Ash Patel interviews Logan Freeman (“Mr. Kansas City”), an investor–developer–broker who's bullish on select office and small-bay industrial. He explains how Class B/C office can work today—smaller suites, 1–3 year leases, rigorous OPEX/insurance diligence, and lender-ready liquidity—while outlining why flex/industrial has real tailwinds. Logan breaks down Kansas City's diversified growth story and how to win broker attention with a crisp buy box, fast feedback cadence, and authentic LinkedIn presence (plus smart AI to package data fast). He also shares lessons on time management, delegation, and a humbling historic rehab that reinforced the value of radical transparency in deals. Logan Freeman Current Role: Co-Founder & Chief Development Officer, FTW Investments; commercial real estate investor, developer, and broker. ftwinvestmentsllc.com Based in: Kansas City, Missouri. Say hi to them at: LinkedIn | FTW Investments Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
As a founder, no one's coming to bump your pay—you have to do it. This episode shows you how to set a market-rate salary, use Profit First with quarterly +5-point raises, and route cash to purpose (Owner's Pay, Profit, Tax, OPEX) instead of letting it stagnate. Walk away with a step-by-step sweep schedule and a simple rule: pay life from Owner's Pay; run the business from OPEX.Connect with Chris Cooper:Website - https://businessisgood.com/
In this episode of the Data Center Frontier Show podcast, we sit down with Martin Renkis, Executive Director of Global Alliances for Sustainable Infrastructure at Johnson Controls, to explore how Data Center Cooling as a Service (DCCaaS) is changing the way operators think about risk, capital, and sustainability. Johnson Controls has delivered guaranteed infrastructure services for over 40 years, shifting cooling from a CAPEX burden to an OPEX model. The company designs, builds, operates, and maintains systems under long-term agreements that transfer performance risk away from the operator. Key to the model is AI-driven optimization through platforms like OpenBlue, paired with financial guarantees tied directly to customer-defined KPIs. A joint venture with Apollo Group (Ionic Blue) also provides flexible financing, freeing up capital for land or expansion. With rising rack densities and unpredictable AI factory demands, Renkis says cooling-as-a-service offers “a financially guaranteed safety net” that adapts to change while advancing sustainability goals. Listen now to learn how Johnson Controls is redefining cooling for the AI era.
Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan interviews Maryssa Baron, Founder & CEO of BuildQ, an AI-powered platform transforming clean energy project development and finance. Maryssa shares her journey from pioneering early PPAs to becoming an attorney and COO at a global IPP, before launching BuildQ. She explains how AI is reducing risk, cutting OPEX, and streamlining due diligence and financing. They also discuss the impact of the Big Beautiful Bill, safe harbor challenges, and why unsubsidized solar remains competitive. Maryssa offers practical advice for entrepreneurs and insight into how AI is reshaping renewable energy. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MW of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions.. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Maryssa Barron Maryssa Baron is the Founder & CEO of BuildQ, an AI-powered platform streamlining clean energy project development, financing, and M&A. With a background spanning PPA advisory, project finance, law, and executive leadership at a global IPP, Maryssa brings a unique perspective on solving the industry's most complex challenges. She is also an attorney and passionate entrepreneur dedicated to accelerating the clean energy transition through technology and innovation. Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Maryssa Barron Liinkedin: https://www.linkedin.com/in/maryssa-barron/ Website: https://www.buildq.ai/ Email: maryssa@buildq.ai
This week, podcast host Reese Tisdale is joined by Boston-based Senior Analyst Amber Walsh and Barcelona-based Analyst Zineb Moumen in Barcelona to compare two of the world's largest industrial water markets. With the release of Bluefield's new industrial water forecasts and market trends analysis, they explore how the U.S. & Canada and Europe stack up across market size, growth, and opportunity. From semiconductor fabs and data centers to food, chemicals, and power generation, Bluefield's water experts discuss the sectors driving water spend, the regulatory and incentive frameworks shaping each market, and the geographic hotspots for investment. They also examine the CAPEX vs. OPEX dynamics and how companies can position themselves for success in two very different market environments. Key questions explored in this episode: How do the U.S. & Canada and Europe industrial water markets compare in size and growth? Which industrial sectors are creating the biggest water opportunities? What role do regulations and incentives play in shaping industrial water investment? Where are the geographic hotspots? Where's the bigger opportunity: CAPEX or OPEX? How should companies position themselves for success? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Europe Industrial Water Market Outlook: Trends, Drivers, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030 U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030
In this episode of the Project Chatter Podcast, Dale and Martin are joined by John Ryan, a seasoned project director and construction technology leader, to discuss the intricacies of Product Lifecycle Management (PLM). John shares his extensive background in engineering and project management, emphasising the importance of understanding both capital expenditure (CapEx) and operational expenditure (OpEx) in project delivery. The conversation delves into the roles and responsibilities of various stakeholders in PLM, the challenges faced by UK infrastructure projects, and the need for incentivisation in project delivery. John also highlights the lessons that can be learned from manufacturing industries, the significance of maintenance in project planning, and the role of circular economies in promoting sustainability. The episode concludes with a discussion on the impact of software and data ownership in lifecycle management, encouraging listeners to take small steps towards sustainability in their own practices.Takeaways
Podcast: Simply ICS CyberEpisode: S1 E2: How to get started in ICS, OT and SCADAPub date: 2025-03-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn episode 2 of Simply ICS Cyber, we answer the following questions for those interested in starting a career in ICS (industrial control systems), OT (operational technology):- What is Capex vs Opex? And, why does it matter when getting a job?- What is the compensation versus actual pay?- What does the OT side consider as important skills?- How are the rising FTE and consultant wages affecting winning ICS/OT work? Links to learn more about ICS, OT, SCADA:- ICS Village: https://www.icsvillage.com - Contact ICS Village: https://www.icsvillage.com/contact-us - NICE Framework (Find OT in the Competency Areas): https://niccs.cisa.gov/workforce-development/nice-framework - SANS ICS NICE: https://www.sans.org/nice-framework/industrial-control-systems Join us every other Wednesday for Season 1 of the Simply ICS Cyber podcast, with your hosts, Don C. Weber and Tom VanNorman.Connect with your hosts on LinkedIn:- Don https://www.linkedin.com/in/cutaway - Tom https://www.linkedin.com/in/thomasvannorman =========================Simply Cyber empowers people who want a rewarding cybersecurity career=========================All the ways to connect with Simply Cyber https://SimplyCyber.io/Socials=========================The podcast and artwork embedded on this page are from Simply Cyber Media Group, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
In this episode, Julian Aldridge (Managing Consultant, EMEAA) joins Laurie Hassell (Senior Consultant, UK) to discuss the complexities of nickel laterite deposits - from geology to geometallurgy and the processing challenges posed by magnesium and free silica. With more than 20 years' experience in resource geology, Julian brings practical insight into how geological variability affects processing decisions, cost, and mine planning. Key Points & Timestamps: 00:34 – What is a nickel laterite deposit? 01:03 – The role of mafic and ultramafic rocks 01:30 – Laterite vs saprolite horizons 02:10 – Why geometallurgy is critical for processing 03:07 – The impact of magnesium and free silica 04:38 – HPAL vs pyrometallurgical processing routes 05:35 – How free silica dilutes grade and increases OPEX 06:30 – The importance of early-stage planning and blending Have a question or want to get in touch? Contact us: contact@snowdenoptiro.com Explore more: https://snowdenoptiro.com/
Accurate expense coding is critical to building a clean SaaS P&L that drives investor confidence, valuation discussions, and clarity in internal metrics. In episode #303, Ben Murray explains exactly where SaaS operators should code executive-level expenses (CMO, CRO, VP of Services, CFO, etc.) and why coding accuracy is a non-negotiable for both SaaS metrics and investor metrics. Ben also highlights the common mistake of letting G&A become a dumping ground, which can distort key financial metrics, including your gross profit margin, OpEx profile, and overall SaaS valuation. What You'll Learn: Where to code executive salaries and expenses in your SaaS P&L Why department-level cost centers (Sales, Marketing, Services, etc.) are crucial for accurate SaaS metrics How misclassifying expenses can hurt your valuation and confuse investors during due diligence The golden rule: G&A should not be a dumping ground Tips on ensuring your bookkeeping process supports clean financial reporting Why It Matters for SaaS Operators & Investors: Accurate SaaS P&L structures are essential for clean reporting to boards and investors. Incorrect coding can skew key investor metrics like gross margin and operating expense ratios. A well-coded SaaS P&L provides the foundation to benchmark your business, manage spend, and maximize company valuation during fundraising or exit processes. Resources Mentioned: How to Properly Structure Your SaaS P&L (Blog Post + Example Template) Quote from Ben:“As a CFO, G&A isn't a catch-all—it should only hold true G&A costs. Every expense needs to follow the people creating it.”
Read the blog postYou've identified inefficiencies. You have a clear roadmap. You know your improvement initiative can move the needle. What's next? You need executive buy-in.One of the most common challenges for CI and OpEx leaders is getting senior leadership to engage, support, and actively champion improvement work. It's not that leaders don't care about the performance of CI and OpEx initiatives, but because of a combination of perception gaps, systemic challenges, and competing priorities. The good news? With the right framing and structure, it's absolutely possible to turn passive approval into active sponsorship. Below, we break down how to earn executive buy-in that translates into cultural and operational impact.
Jump back into the Pure Report as we welcome back Jim Weaver, Pure Storage Strategic Advisor for the Public Sector, to explore how federal policy changes and budget uncertainties are reshaping state and local government IT strategies. Drawing from his extensive experience as a former state CIO, Jim provides insider insights into navigating federal impacts while discussing the shift from CAPEX to OPEX models as agencies seek operational flexibility in turbulent times. The conversation dives deep into Pure Storage's new Public Safety campaign, examining the technology behind video surveillance, body cameras, forensics data collection, and next-generation 911 systems that are transforming how government agencies serve and protect their communities. Don't miss this essential discussion on the intersection of politics, budgets, and cutting-edge technology in the public sector.
In this episode, hosts Tommy and Chris explore Coaching Development and Careers at District H. Whether you're a member, a coach, or just curious about what makes our team special, this conversation highlights the passion and expertise driving our community. Here's what you'll learn in this episode: * Why coaching at District H is all about helping members achieve personal goals, from overcoming pain to excelling in performance. * Insights into what makes a great coach, including philosophies from the International Coaching Federation and OPEX. * How District H fosters a team of professionals passionate about guiding you toward success. At District H, our mission is to partner with you on your fitness and wellness journey, offering personalized support for every step along the way.
Ready to save $10k-$50k in taxes this year? Book a call here:► https://taxstrategy365.com/pod-appIn this episode, I break down how I analyze real estate deals using patterns, historical percentages, and what I call “return on hassle.” I share a story about a 16-unit property I almost bought to retire my mom and how a mentor helped me realize it wouldn't work—just by looking at the percentages. I go deep into operating expense ratios, debt service thresholds, and how to factor in time and risk. I also touch on contracts, financing contingencies, and why I only move on deals that match my strike zone.Timestamps:00:00:00 Intro – why percentages never lie00:00:50 The 16-unit deal I almost bought to retire my mom00:02:15 Bringing in a mentor to review the numbers00:03:28 Learning to read patterns in properties and people00:04:11 Scarface quote and the power of percentages00:05:46 Ted Williams and only swinging at your pitch00:08:13 Applying the strike zone concept to investing00:09:14 Long-term rental analysis: revenue, OPEX, debt00:11:45 Utility setups and checking meters on multifamily00:13:54 Margin of error and padding your projections00:14:42 Short-term rental rules and the 15% revenue test00:16:16 Sneaky data hacks: talking to local co-hosts00:18:29 Evaluating money down vs. ROI on interest savings00:20:50 Guaranteed returns and the “return on hassle” concept00:23:00 FHA vs. conventional loan and PMI traps00:27:54 Why you must revisit the numbers at month 1600:29:04 Diagnosing why a deal is underperforming00:31:08 Pattern recognition and IRS fraud flags00:33:40 What's included in operating expenses?00:36:28 Community, status, and why people never downgrade00:39:53 Appreciation markets vs. cash flow plays00:41:33 Writing contracts with flexibility: “and/or assign”00:44:05 Laying out all the skunks as a seller00:46:02 Contingencies: inspection, appraisal, financing, permits00:51:04 Buying the LLC to preserve STR permits00:54:20 DSCR strategy and using interest rate leverage00:56:05 Only swing at your pitch and know your advantage00:58:16 Speed, trust, and recognizing patterns in people01:00:32 Final thoughts and the value of knowing your safety netWant me to answer your real estate questions? Come to my next Ask Me Anything Q&A:► https://taxstrategy365.com/pod-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/ryanbakkecpa/► Twitter: https://twitter.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.
Gross profit is a core metric in SaaS—and 80% is the benchmark often thrown around. But is that still realistic in today's landscape? In episode #292 of SaaS Metric School, Ben Murray walks through real benchmarking data from Ray Rike's benchmarks at Benchmarkit.ai and explains how gross profit should evolve as your business scales. He also dives into how to set up your SaaS P&L correctly and what to include in COGS vs. OpEx. What You'll Learn: What gross profit benchmarks actually look like today What is our north star GP%? How gross profit changes as you scale Common COGS setup mistakes in SaaS businesses What to do if your gross profit is trending in the wrong direction Benchmarks Mentioned: Bottom quartile Median Top performers Key Insight: Don't blindly shoot for 80% at every stage. Under $2M ARR? It's okay to be lower. But once you're in the $10–20M+ range, that 80% benchmark becomes more important—and achievable. Resources:
GoviEx Uranium Inc (TSX-V:GXU, OTCQB:GVXXF) CEO Daniel Major talked with Proactive's Stephen Gunnion about the company's latest exploration efforts at the Muntanga uranium project in Zambia. Major outlined the start of the 2025 field season, highlighting a strategic pivot from resource-focused drilling to broader exploration aimed at boosting the project's economics. "We felt it was a great opportunity to go back and start exploring on our properties," he said, noting that previous efforts had concentrated primarily on resource definition. He explained the team's focus on several zones, including Muntanga East, Dibbwi, and Kariba Valley. The latter has emerged as a compelling target, with early drill holes covering only 3% of the licensed area and indicating significant potential. “There's a lot of potential here on this project,” Major said, underscoring the excitement around the area's geological similarities to known mineralised zones. The company is considering how new discoveries might increase tonnage throughput, extend mine life beyond the current 12 years, and bring economies of scale. "We're currently working on de-bottlenecking the project... both OpEx and CapEx could come down," Major noted. GoviEx is also leveraging its early presence in Zambia by pegging additional exploration licenses across the country, seeking similar mineralisation signatures beyond Muntanga. For more updates and interviews like this, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications for future content. #GoviExUranium #MuntangaProject #UraniumExploration #ZambiaMining #UraniumInvesting #JuniorMining #EnergyMetals #MiningNews #CleanEnergy #NuclearFuel
In episode #291 of SaaS Metrics School, Ben Murray breaks down one of the most important—and often debated—questions in SaaS finance:
Addison Stark thinks waste heat is a waste of time. The real opportunity, he argues, is decarbonizing industrial steam, which accounts for roughly 30% of industrial heat in the U.S. But doing that means deploying alternatives to the fossil fuel boilers industry currently relies on. So how do you clean up steam? And why does Addison think waste heat is overhyped? In this episode, Shayle talks with Addison Stark, the CEO — or as he likes to call himself, chief boiler maker — of industrial heat pump startup AtmosZero. They dive into topics like: The difference between saturated and superheated steam — and why it matters Why fuel dominates OpEx in steam generation, and how fuel types vary across regions How the cost of steam affects overall cost of delivered products Why resistive boilers reached maturity ahead of heat pumps Why standardized, air-source heat pumps are emerging as an attractive alternative to resistive boilers The role of thermal storage combined with renewable PPAs Why Addison thinks waste heat is a distraction for decarbonization Resources: Joule: To decarbonize industry, we must decarbonize heat The Green Blueprint: Rondo Energy's complicated path to building heat batteries Catalyst: Solving the conundrum of industrial heat Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
PAUTA SECRETA DO CAPÍTULO 1151 NA ÁREA! Cravamos na semana passada
Finance leaders struggle to adapt traditional budgeting to cloud's pay-as-you-go model. Learn how to transition from CapEx to OpEx thinking and establish effective governance frameworks. Discover why finance teams should lead tagging strategies to connect cloud costs with business value.
O capítulo mais maluco de 2025 (até agora)!Aqui, com certeza vocês verão as melhor e mais viajada conversa dos 9 mares buahahahaha!COLABOREM COM LIVE PIX DO ANSEM PARA A META DA PLACA DE VÍDEO! Assim que bater a meta, teremos um RPG de One Piece com o pessoal da OPEX, qualquer valor tá valendo! https://livepix.gg/rodrigoansemhttps://www.twitch.tv/rodrigo1ansemAnsem precisa de uma placa de vídeo nova. Saiba mais no canal dele na Twitch!
GSD Presents: Top Global Startups by Gary Fowler How Role‑Based AI Agents Slash OpEx with Tom Blair May 27th, Tuesday
“The opportunity is real, the margin is built-in, and the customer already trusts you.” — Jake Jacoby, TELCLOUD In the latest episode of POTS and SHOTS, Doug Green, Publisher of Technology Reseller News, sits down once again with Jake Jacoby, co-founder of TELCLOUD, for a fresh look at one of the hottest—and simplest—ways for resellers to grow revenue in 2025: POTS replacement. This installment of the TELCLOUD series focuses on keeping it simple. Jake walks us through how TELCLOUD 's white label program empowers resellers to launch fully branded POTS replacement services without the headaches—no heavy lifting, no upfront hardware costs, and no telecom experience needed. “Telecom might be complicated,” says Jacoby, “but we make it easy. Resellers can use our platform to deliver complete solutions—connectivity, equipment, install, support, even billing—under their brand.” And for those not ready to fully commit, TELCLOUD offers a tiered entry path. Whether you're ready to become a full reseller or just want to earn commissions through agent partnerships, TELCLOUD has a model to fit your readiness—and your customers' needs. Jacoby explains how TELCLOUD's OPEX model and turnkey setup allow partners to begin earning revenue from day one, enabling anyone from seasoned MSPs to telecom newbies to enter the POTS replacement space with confidence. “Some MSPs don't even do telecom—but they're already in front of elevators, alarm systems, fire panels. They're standing right in front of the POTS opportunity.” And of course, it wouldn't be POTS and SHOTS without tequila. This week's pour: Fortaleza Still Strength Blanco—unaged, uncut, and packed with flavor. “It's strong, spicy, and pure—just like our message today,” says Jacoby. Next episode: Fixed Wireless Access with Verizon Business' Jennifer Skinner Tune in as we explore what's brewing in broadband, and how resellers can tap into new connectivity models. Learn more about TELCLOUD: https://telcloud.com 844-900-2270
In April, the Trump administration issued an executive order to accelerate the development of deep-sea minerals — part of its broader push for “energy dominance.” The world's oceans hold vast, untapped deposits of critical minerals like nickel, copper, manganese, and rare earth elements — all essential to batteries and clean energy technologies. Despite decades of interest, no commercial deep-sea mining project has begun production. The reasons? Regulatory uncertainty, environmental concerns, and the complexity of processing polymetallic nodules. So what does this new executive order actually do? In this episode, Shayle talks to Hans Smith, president and CEO of Ocean Minerals, a company participating in exploration of the Cook Islands. Shayle and Hans cover topics like: What the Trump executive order mandates — and its legal limits The bottleneck of U.S. deep-sea exploration The controversy about U.S. legal authority over international waters The economics and geopolitics of deep-sea hotspots like the Clarion-Clipperton Zone, Japan, and the Cook Islands The technical challenges of refining polymetallic nodules CapEx, OpEx, and barriers to commercial deployment Resources: Catalyst: Mining the deep sea World Resources Institute: What We Know About Deep-Sea Mining — and What We Don't Reuters: Trump signs executive order boosting deep-sea mining industry Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Eric Herzog, CMO of Infinidat, joins The Gumbo to break down the modern enterprise storage landscape—from ransomware resilience and AI integration to CapEx vs. OpEx tradeoffs. From why CIOs still undervalue storage in cybersecurity strategies to the real-world consequences of ignoring performance and ransomware recovery, this conversation dives deep into the business and technical drivers reshaping modern infrastructure. With 1,600+ cyberattacks hitting enterprises weekly, Herzog explains why secure, performant, and hybrid-ready storage is essential—not optional.
Tariffs on Monday, none on Tuesday? Welcome to the new reality for Mexican manufacturers navigating the unpredictable trade landscape after recent political changes. In this conversation with Jorge Quijano, Head of Sales for Repstronics at APEX 2025, we dive into the real challenges facing companies operating south of the border—and the innovative strategies they're employing to stay competitive despite the chaos.Jorge paints a vivid picture of manufacturers literally rushing to build products over weekends and ship on Mondays, only to halt operations when tariffs suddenly shift again. Despite this turbulence, forward-thinking companies are positioning themselves for long-term success. "The companies that are really preparing for that moment are the ones that are going to be stronger," Jorge explains.The conversation expands beyond tariffs to explore how uncertainty is reshaping investment strategies. Rather than traditional equipment purchases, Repstronics now offers creative alternatives like leasing and rental options that convert CapEx to OpEx. Meanwhile, manufacturers are turning inward, focusing on automation to address persistent workforce challenges and exploring AI implementation—though often without fully understanding what they're asking for. As Jorge notes, "Sometimes we get a request that hey, we need to implement AI, but they don't have an idea of what it is." This mirrors the Industry 4.0 hype cycle that preceded it, though AI may finally help companies properly leverage the data they've been collecting for years.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
Guest post by Brian O' Toole, Consumption and Software Sales Leader at Dell Technologies AI is rapidly reshaping the business landscape, making digital transformation not just a priority but a necessity for Irish organisations. Yet as companies look to harness its potential, they often find themselves navigating increasingly complex IT environments - a challenge that can feel overwhelming for businesses of all sizes. Whether it's navigating cloud migration or staying secure and scaling AI projects or even just managing day-to-day IT workloads with limited resources, there's one thing we keep hearing from businesses and organisations alike is that 'we need to simplify'. At Dell Technologies, we've seen these challenges firsthand - and that's why we're helping organisations embrace technology as-a-Service. Adopting this approach can help simplify operations, modernise IT infrastructure, and give businesses the agility they need to innovate at speed in the AI era. A Fresh Approach to IT Management Today, IT teams face a perfect storm of priorities from business leaders responding to external challenges. These priorities pressure IT leaders to do more with less as they get operations teams to innovate while addressing expanding regulatory frameworks around data. All these pressures and potentially competing priorities increase the risk of IT decision sprawl that could solve problems in one area while adding complexity in others. To help IT and business leaders navigate this environment and shift IT costs from capital expenditure (CapEx) to operational expenditure (OpEx), Dell APEX Cloud Platforms provide integrated infrastructure management that reduces multicloud complexity while strengthening security and governance. APEX is a portfolio of fully integrated, turnkey systems that integrate Dell infrastructure, software and cloud operating stacks to deliver consistent multicloud operations. By extending cloud operating models to on-premises and edge environments, Dell APEX Cloud Platforms bridge the cloud divide by delivering consistent cloud operations everywhere. With Dell APEX Cloud Platforms, you can: Minimize multicloud costs and complexity in the cloud ecosystem of your choice. Increase application value by accelerating productivity with familiar experiences that enable you to develop anywhere and deploy everywhere. Improve security and governance by enforcing consistent cloud ecosystem management from cloud to edge and enhancing control with layered security. The shift to an As-a-Service approach gives businesses control without the chaos. Whether a scaling startup or an established large business planning to advance their Multicloud solutions or leverage AI-driven applications, they can get access to latest technology such as storage, servers, devices and cloud services - on demand with only the cost for what they use. Enabling organisations to innovate in an AI and Multicloud era For organisations, the shift to an as-a-service model is not just about simplifying IT systems, it's about ensuring they can unlock innovation and growth. Businesses can pay for what they use which aligns technology investment to actual value and usage. This approach is especially critical for costly infrastructure such as GPUs, servers, and storage which all require substantial investment. By spreading costs over time, organisations in Ireland can forge a cost-effective pathway to leveraging cutting-edge AI capabilities without being locked into long-term technology commitments. In Ireland, we're seeing a growing appetite for more agile, scalable IT models, especially among businesses embracing AI, hybrid work, and Multicloud strategies. As the debate between public and private clouds are fading, Multicloud ecosystems are the future, and Dell APEX is leading the charge. With partnerships spanning hyper scalers like Microsoft, Red Hat, VMware, and Google Cloud, Dell APEX delivers simplified IT management across environments. Dell APEX innovatio...
Robots are becoming cheaper to make and more powerful because of AI. In the climate tech space, they're already laying transmission lines, inspecting wind turbines, and installing solar panels.. And with labor productivity stagnating, immigration restrictions tightening, and the cost of labor rising, they're looking even more appealing. So where might robotics have the biggest impact on climate tech? In this episode, Shayle talks to Andy Lubershane, a partner and head of research at Energy Impact Partners (where he's a colleague of Shayle). Andy also recently wrote a blog post on the effects of autonomy across climate tech. They cover topics like: How more affordable parts and better foundation models are making robotics cheaper The high CapEx and low OpEx that make automation expensive to start, but valuable with high utilization Robotics-as-a-service companies that help to overcome these initial CapEx challenges The most promising applications, like manufacturing, construction, and maintenance The hopes for more humanoid general-purpose robots — and the challenges in making them Recommended resources Steel for Fuel: Autonomy is real now SemiAnalysis: America Is Missing The New Labor Economy – Robotics Part 1 Steel for Fuel: From SaaS to Robots F-Prime Capital: State of Robotics Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
Operational excellence has transformed industries like manufacturing and healthcare, but what about education? Can schools apply these same principles to streamline operations, maximize resources, and improve student outcomes?In this follow-up conversation, I reconnect with Stephen Morales, Chief Executive of the Institute of School Business Leadership (ISBL) in the UK, to revisit our discussion on Operational Excellence (OPEX) in schools and explore how the movement has evolved over the past year.We dive into the progress that's been made since our last conversation, how schools and districts are responding to OPEX, and the biggest challenges in implementing these strategies. Stephen also shares insights into how early adopters are embedding OPEX into their strategic plans, what measurable impacts are emerging, and what's next for expanding this approach internationally.If you're looking for ways to improve efficiency, eliminate wasted effort, and foster a more strategic, data-driven approach to school business operations, this episode is a must-listen.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...
Kevin Green says bulls need to defend $5600 this week in order to hold ground against weeks of bearish action. One potential disruptor: OPEX expiration. Meanwhile, Nvidia (NVDA) is expected to be the stock of the week with the company's GTC conference in focus. Kevin highlights breakdown and breakout potential from its current bull flag pattern.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Discover the secrets to early retirement and financial independence from a tech industry veteran!In this episode, we dive deep into the inspiring journey of Kristine Howard, who transitioned from a dynamic career in tech to a life of early retirement, reaching financial independence and personal fulfillment along the way.Key topics discussed:Learn why tracking your expenses is the key to financial freedomMaster the balanced money formula for budgeting successUncover smart investing strategies, including the power of index funds and diversificationUnderstand how aligning your career with personal values can lead to greater satisfactionLearn the “4% rule” and how it can help determine your retirement readinessGain insights into the emotional journey of transitioning to early retirementHear the unexpected benefits of early retirement, including more time for personal growthDiscover the three keys to staying healthy in retirement: staying active, engaged, and contributingWhether you're just starting your career or dreaming of early retirement, don't miss out on these valuable lessons for achieving financial independence and living life on your own terms! Timestamps:(02:07) Career Turning Points(07:01) Getting into Early Retirement(09:16) Financial Independence vs Early Retirement(10:13) Can We Reach Financial Independence?(11:56) The Shares/Equity Lever(15:43) Working in Startups vs Corporates vs Big Tech(18:34) The Importance of Financial Tracking(23:36) Building Automation & Doing Periodic Reviews(29:17) Focus on the Spending Rather than Income(30:43) Budgeting(33:12) Trade CapEx for OpEx(35:36) Saving & Investing(38:53) On Diversification(41:17) The Importance of Emergency Fund(43:12) How Did it Feel Getting Closer to Retirement?(48:19) The Feeling of Significant Income Drop(51:01) Things Anyone Can Do Even Before Retirement(56:00) 3 Tech Lead Wisdom_____Kristine Howard's BioKristine Howard is an American-Australian residing in Sydney, Australia. Her extensive career features significant roles within technical teams at prominent companies such as Channel 9, Canva, and AWS. She is married to the Snook, and together they share a passion for global travel and culinary exploration. Kristine also expresses her creativity through knitting and sewing, finding joy in crafting handmade items. Notably, she has shared her expertise and insights at over 100 tech meetups, conferences, and events worldwide.Follow Kristine:LinkedIn – linkedin.com/in/kristinehowardBlog – web-goddess.org_____Our SponsorsEnjoy an exceptional developer experience with JetBrains. Whatever programming language and technology you use, JetBrains IDEs provide the tools you need to go beyond simple code editing and excel as a developer.Check out FREE coding software options and special offers on jetbrains.com/store/#discounts.Make it happen. With code.Manning Publications is a premier publisher of technical books on computer and software development topics for both experienced developers and new learners alike. Manning prides itself on being independently owned and operated, and for paving the way for innovative initiatives, such as early access book content and protection-free PDF formats that are now industry standard.Get a 40% discount for Tech Lead Journal listeners by using the code techlead24 for all products in all formats.Like this episode?Show notes & transcript:techleadjournal.dev/episodes/209.Follow @techleadjournal onLinkedIn,Twitter, andInstagram.Buy me acoffee or become apatron.
bound4blue has completed the installation of its breakthrough eSAIL suction sails on tanker vessel Pacific Sentinel with a streamlined single-stop process for Eastern Pacific Shipping (EPS) at Besiktas Shipyard in Turkey during a planned drydocking. Three 22-metre, DNV Type Approved eSAILs were installed on the 50,000dwt Pacific Sentinel in under a day per unit, as planned. The installation took place during a scheduled vessel drydock, with preparatory work completed in advance. The fully autonomous wind-assisted propulsion system (WAPS) will help the vessel reduce overall energy consumption with forecasted energy consumption savings of around 10% depending on vessel routing, slashing OPEX and emissions to air, while also enhancing regulatory compliance. eSails wind-assisted propulsion for sea tankers Fast-track, single-stop benefits The installation heralds a landmark in numerous regards, signifying EPS' first step into wind-assisted propulsion - as a continuation of its ambitious decarbonisation programme - while also marking bound4blue's first tanker installation. The Spanish-based wind pioneer has undertaken a fast-track "single-stop" process, ensuring minimal vessel downtime with all work undertaken during planned vessel maintenance at the shipyard. The fast-track, single-stop installation combined vessel groundwork, such as fitting pedestals for the eSAILs and welding, with the simultaneous preparation and programming of the sails. This efficient approach helped minimize installation time. David Ferrer, Co-founder and CTO, bound4blue explains: "We're committed to helping shipping companies, such as EPS, embrace clean, proven, wind power in the simplest, most cost efficient and effective manner. Thanks to our collaboration with shipowners, operators, shipyards, and other key partners in all installations carried out by bound4blue, we have achieved a quick, robust, and high-quality deployment procedure. In this case the vessel and sails were fully prepared in advance, ensuring they could be lifted and bolted into place without extending the planned time at the yard." Easy advantages Ferrer adds that the nature of the eSAIL unlocks further advantages for cost, weight savings and efficiency on what could otherwise have been a demanding task: "The fact that this is an MR Tanker creates unique challenges in terms of ATEX zones and air draft limitations, but the eSAILs simplicity is the ideal solution. "It allows for non-EX-proof units, which streamlines the process, and reduces CAPEX, while their high performance achieves substantial savings without requiring excessively large sails, eliminating the need for tilting mechanisms and allowing for compatibility with the vessel's existing air draft. It is, we believe, an 'easy' way for such vessels, and many other demanding shipping segments, to access the compelling commercial, regulatory and environmental advantages of wind power." Ensuring regulatory compliance The installation was also completed in collaboration with the American Bureau of Shipping (ABS), ensuring compliance with the highest classification and safety standards. Achieving a 'wind-assisted' notation played a key role in verifying the structural integration of the eSAILs with the vessel while aligning with regulatory frameworks such as the EU ETS, CII, and FuelEU Maritime. Sustainable partnerships bound4blue has installed its solution on five vessels, with many more in its growing order book. EPS, which signed the agreement for the Pacific Sentinel in February 2024 and has now successfully completed this installation, further extended its collaboration with bound4blue in December 2024 through a new agreement for the installation of three eSAILs on an MR tanker under construction at New Times Shipbuilding in Jiangsu Province, China. This installation is scheduled for late 2025. Speaking of the collaboration with bound4blue, Mirtcho Spassov, Decarbonisation Manager at?EPS, comments: "We are committed to reducing ...
This week, we discuss why markets lead the economy and a drawdown will trigger a recession, the possibility of stagflation & repercussions of low interest rates, and the impact of Trump's political agenda on markets and the economy. We also delve into the outlook for oil and gold, market skew, OpEx-driven drawdowns, and more. Enjoy! — Follow Supply Shock: https://twitter.com/SupplyShockBW Supply Shock YouTube: https://www.youtube.com/@SupplyShockBW Follow Cem: https://x.com/jam_croissant Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Weekly Roundup Charts: https://drive.google.com/file/d/1F8U5kLU2L_bITYG3CM6dn8e7X897-CDT/view?usp=sharing — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Digital Asset Summit 2025 March 18th - 20th. USE CODE FG10 FOR 10% OFF general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork — Timestamps: (00:00) Introduction (01:44) Macro Overview (05:21) Recession Predictions (07:28) Interest Rates, Inflation, & Market Reaction (10:42) Skale Ad (11:04) Interest Rates, Inflation, & Market Reaction (Con't) (14:21) Trump, Populism, & Economic Policy Outlook (24:35) Historical Comparisons (31:50) Market Reflexivity & Inflation Expectations (33:32) Skale Ad (34:03) Market Reflexivity & Inflation Expectations (Con't) (39:10) Skew Dynamics and Volatility (46:01) Portfolio Allocation Strategies (49:51) Oil and Gold Market Insights (54:23) Final Thoughts OpEx Crumbs — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Podcast: Industrial Cybersecurity InsiderEpisode: Gartner, DOGE, and the Future of OT Cybersecurity PolicyPub date: 2025-02-25Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, we dive into the latest Gartner Magic Quadrant report for OT cybersecurity and analyze key players, market trends, and strategies for selecting the right security partners.We also discuss insights from the recent S4 conference, the growing importance of cyber-informed engineering, and how organizations can effectively align IT and OT security strategies. We discuss CapEx versus OpEx and potential implications of the DOGE initiative around industrial cybersecurity investments.Whether you're planning your next cybersecurity investment or tackling legacy system challenges, this episode provides practical guidance to help you navigate the OT security landscape.Chapters:00:00:00 -Think Globally, Secure Locally: Crafting an Effective OT Cyber Strategy00:00:31 -Meet Dino & Craig: Cybersecurity Pros with Real-World OT Experience00:01:03 -Cybersecurity Headlines That Matter: What's Shaping OT Security Today00:02:20 -Gartner's Magic Quadrant Revealed: Who's Leading OT Cybersecurity?00:03:08 -Why OT Teams Hold the Key to Cybersecurity Success00:04:24 -Your OT Ecosystem is Bigger Than You Think—Here's Why That Matters00:05:08 -S4 Conference Takeaways: The Future of Secure-By-Design Machines00:11:39 -CapEx vs. OpEx: Smart Budgeting for OT Cybersecurity Investments00:19:08 -AI, Onshoring, and the Next Big Shifts in Industrial Cybersecurity00:20:50 -IT vs. OT? No—IT & OT: How to Bridge the Divide for Better Security00:23:02 -Final Insights: The Must-Know Takeaways for Securing Your OT EnvironmentLinks And Resources:Cybersecurity Group Page on LinkedInDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Velta Technology, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
The exponential growth of data center energy demand, particularly driven by advancements in Artificial Intelligence (AI), has emerged as one of the most pressing challenges for energy infrastructure globally. However, existing grid infrastructure is increasingly constrained, particularly in regions with concentrated data center activity. Transmission bottlenecks, aging infrastructure, and long timelines for grid upgrades present significant challenges for meeting this explosive demand. Podcast takeaways: How Microgrids, powered by Distributed Energy Resources (DERs) offer a promising solution by reducing dependency on centralized grids, integrating generation from multiple fuels and storage, and providing load flexibility. The benefits of a strategy that includes and prepares for Small Modular Reactors (SMRs) when they become commercially available. The immediate and long-term benefits of this multi-year approach through real-world data center examples in Santa Clara, California and Ashburn, Virginia, USA How to optimize your energy investments, reduce OPEX costs by 60-80%, and significantly reduce CO₂ emissions by using Xendee's advanced Microgrid Modeling platform to design the right site-specific multi-year strategy.
In this episode, Haydn and Nigel discuss Power Metal's (TSXV: PWM | OTCQB: PWRMF) rare high-grade cesium discoveries, specifically the Case Lake project. They delve into the cost, timelines, and permitting processes compared to other critical minerals like lithium. The conversation includes updates on cesium carbonate market size (2,200 tons per year) and OPEX costs, exploration updates like cesium oxide intercepts greater than 20% in phase three drilling, and test work progress at SGS and Nagrom. The discussion also covers structural mapping exercises, upcoming exploration plans starting in March, and engagement with Canaccord for strategic guidance. They aim to fast-track mining operations and place Power Metals among the top four producers of high-grade cesium, with milestones such as the mineral resource estimate due by the end of Q1 and the PEA by the end of Q2. CHAPTERS
Liquid-liquid extraction technology, when implemented innovatively, can transform lithium extraction by dramatically reducing costs and environmental impact! Wanna understand how? Listen to this!More #water insights? Connect with me on Linkedin: https://www.linkedin.com/in/antoinewalter1/Thanks to my sponsor, SimpleLab! Check them out ➡️ https://gosimplelab.com/#️⃣ All the Links Mentioned in this Video #️⃣Altillion's website: https://www.altillion.com/Connect with Jay Keener on LinkedIn: https://www.linkedin.com/in/jay-keener/My conversation with Chris Wyres from Evove: https://smartlink.ausha.co/dont-waste-water/s9e7-how-to-eradicate-dead-zones-cut-energy-needs-by-80-and-double-lithium-selectivity
This week, we're diving into the key market themes of 2025—what's shaping up to be a monumental year for self-directed investors. We'll unpack the trends driving infrastructure investment, tariffs with a twist, deregulation fueling innovation, and the evolution of retail trading. This episode is packed with actionable insights to help you navigate 2025's most important stock market predictions. From infrastructure to innovation, you'll learn how these themes could shape your portfolio—and discover the questions you should ask as you plan your next investment moves. Jessica Inskip breaks it all down with her 15 years of expertise, while Jessie DeNuit asks the questions you might be wondering yourself. We also drop hints about what's ahead this season on Market MakeHer! So, if you're ready to start the year informed and empowered, hit play now. Jessie's Questions: What does “modernizing infrastructure” really mean? If you already have S&P 500 index funds in your portfolio, are you investing in this trend? What other stocks or sectors should you research to diversify? Didn't tariffs tank the market in 2018? How is 2025 different, and what's a “dovish Fed”? Can tariffs actually work in the market's favor this time? Does deregulation mean rolling back rules for companies? Could that hurt consumers? How does deregulation tie into the AI boom? What's the difference between capital expenditures (CapEx) and operating expenses (OpEx)? How might deregulation benefit businesses while balancing innovation and oversight? What exactly is retail trading? Does 24-hour stock trading mean you can trade anything, anytime? Why would anyone trade options at 3 a.m.? Is 24-hour trading really a game-changer for investors like you? ------------------------------------------------------------- Looking for unbiased, curated financial insights delivered straight to your inbox? Subscribe to the 1440 Business & Finance Newsletter, our trusted sponsor, and elevate your financial literacy—it's free and bi-weekly!This ad is sponsored by 1440 Business and Finance. --------------------------------------------------------------
In episode #262, I address 2025 planning and R&D investments. - Calculate your OpEx profile. - Factors influencing your R&D budget - Where to get your benchmark data Check out Ray's data at benchmarkit.ai
After a 15 year corporate executive career, including being a plant manager at 25, Jason Kanigan has run his own businesses for the past decade. Since 2016 he has run Cold Star Technologies, a company that installs and improves processes and systems for other organizations, especially in the space and defense industries. He is the host of the Cold Star Project. Jason is also a member of the Board of Advisors for the Operational Excellence Society, which designs and installs Lean Six Sigma and OpEx programs for organizations of 1000+ staff. What You'll Hear In This Episode: - Why building a strong company culture is so essential - A surprising story of how one company lost its whole senior management team - How business owners should handle today's hyper-political environment - Lessons for entrepreneurs from Ross Perot, the most successful US Presidential candidate of all time - Why firing bad clients doesn't guarantee a turnaround - The biggest mistake that Jason sees coaches making