Podcasts about Oracle

Follow our COTW playlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monster.cat/3Zhj7st⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow the show: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monster.cat/cotwradio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Tracklist 00:25 Case & Point - Prism [Monstercat Uncaged] 04:02 Laszlo - Supernova [Monstercat Instinct] 06:02 Toby Fox vs Rich Edwards & Jonny Rose - Once Upon A Time (No Mana Remix) [vs See It All] [OREONIC Mashup] [Monstercat Instinct] 08:47 MYRNE - Lily [This Never Happened] 12:53 MYRNE vs ORACLE & Holochrome - Lily vs Coming Home (OREONIC Mashup) [This Never Happened] 15:44 rshand & Duce vs Cloudcage & Phoebe Tsen - Willow Ridge vs Wings (OREONIC Mashup) [Enhanced] 19:55 Project 46 - Reasons (ft. Andrew Allen) [Monstercat Instinct] 22:39 Puppet & The EDEN Project - Scribble [Monstercat Instinct] 24:52 Taishi - Seraph [Otographic] 26:57 Taishi vs Gareth Emery & STANDERWICK feat. HALIENE - Seraph vs Saving Light (OREONIC Mashup) [Otographic] 30:13 CloudNone - Pressure [Anjunabeats] 31:50 CloudNone vs CloudNone feat. Micah Martin - Pressure vs Flashlight (OREONIC Mashup) [Anjunabeats] 34:07 Higgo - Funk Machine [Monstercat Instinct] 36:12 Higgo vs Hamdi - Funk Machine vs Skanka (P Money Vocal Dub) [OREONIC Mashup] [Insomniac] 37:55 Darby & Strobez vs Noisestorm - Lose My Mind vs Eclipse (OREONIC Mashup) [Insomniac] 40:17 Nhato - Renge [Otographic] 44:14 Knock2 - PARANOiD [Insomniac] 45:45 Bad Computer & ROY KNOX - When You're Not Around [Monstercat Uncaged] 47:04 No Mana, Kuspe & Bertie Scott - Losing Focus [Monstercat Instinct] 49:02 Above & Beyond pres. OceanLab - Clear Blue Water (Ferry Corsten Remix) [Anjunabeats] 52:17 Au5 & Fractal - Smoke (OREONIC Edit) [Monstercat Uncaged] 54:21 Nhato - Gekka [Otographic] 58:19 Jason Ross & RØRY - Chains [Ophelia] 59:58 Jason Ross vs Jason Ross & RØRY - Divergence vs Chains [Ophelia] Thank you for listening to Monstercat: Call of the Wild! Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: OpenAI's Pentagon deal sparked the #QuitGPT movement with 2.5 million supporters, Anthropic got labeled a supply-chain risk by the DOD, AI-driven layoffs hit Oracle and Block hard, NVIDIA teased its biggest GTC yet, and Apple revealed a $599 AI laptop.Key Topics CoveredOpenAI's classified Pentagon deal sparks #QuitGPT revolt with 2.5M supporters and 295% surge in ChatGPT uninstallsPentagon labels Anthropic a supply-chain risk; OpenAI and Google employees rally behind Anthropic in courtOracle eyes 30,000 layoffs and Block cuts 40% of workforce as AI replaces jobs at scaleNVIDIA GTC 2026 preview: $26B open-source investment, new inference chip, and enterprise AI platform expectedApple announces rebuilt Siri with Google Gemini and the $599 MacBook Neo AI laptopEpisode Timestamps00:00 — OpenAI's Pentagon Deal and the #QuitGPT Revolt01:00 — Pentagon vs. Anthropic: The Supply-Chain Risk Showdown02:00 — AI Layoffs Hit Oracle, Block, and Atlassian03:00 — NVIDIA GTC 2026: The Super Bowl of AI04:00 — Apple's Mass-Market AI PlayAbout The AI WhyThe AI Why with Liam Lawson covers enterprise AI — how it's being implemented at scale, and why the people building it do what they do. New episodes every Tuesday (weekly news in 5 minutes) and Thursday (hour-long interviews with founders and C-suite execs).Our LinksFree Newsletter — https://newsletter.theaireport.ai/subscribeWebsite — https://www.theaireport.aiLiam's LinkedIn — https://www.linkedin.com/in/not-the-f1-driver-liam-lawson/Book Enterprise Training — https://www.upscaile.com/

L'IA vous fait griller le cerveau au travail, les robots arrivent officiellement sur le champ de bataille, et les conséquences de la guerre en Iran sur l’économie de la tech.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Interactions auditeurs Oyajuu : ton papa c'est root. Le MacBook Neo sera (un peu) réparable. Desert Storm III (ou IV ?) Iran pas les armes, où est l’Hélium de la situation ? 9 mois plus tard, un heureux évènement. Insoumis : Claude le woke contre Pitex7. Pro human déclaration : pourtant dans transpartisan, il y a “trans”… Chaos Computer Club L'IA a sa première tuerie de masse ! Avec Perplexity, maintenant c'est personnel. L’œil dans le rétro : Claude sécurise l'Apple II. Combien de stagiaires sous cocaïne pour gagner un million ? Retention Song Les apps IA sont des feux de paille ? Si c'est gratuit, c'est bientôt fini… Erreur de prédiction pour Oracle. Avocat ou Guacamole chez Meta ? Grocket league : exode, exil et exaspération exacerbée chez xAI. Jeux vidéo DLSS ou DLexcess? Le futur est arrivé trop vite. Finalement, c'est peut être pas une xbox. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

Live into your greatest possibilities. Join the Limitless Life Club today! https://www.oracleonpurpose.com/the-limitless-life-membership Natural healing is rooted in vibration and energy, and it's happening now. In this episode, we're joined by Beth DuPree, a trailblazing surgeon, integrative medicine physician, and healer, who shares her personal experiences of facing life-and-death moments and what they revealed about the deep connection between mind, body, and spirit. She explains why Western medicine and alternative therapies should not be separated, how to access the frequency that supports healing and wholeness, and why speaking your truth is part of the healing process. Dr. DuPree also shares insights from her latest book, Shifting Gears: Living Life With Intention, which invites us to slow down, reset, and reassess how we're living. Know more about Healing Beyond the Operating Room in this episode of the Oracle On Purpose Podcast. P.S. If you're ready to deepen your understanding of the Law of Attraction and activate real change in your life, check out my audiobook "POWER Up the Law of Attraction"—now available on Audible and Amazon. It's the perfect next step for anyone ready to turn insight into transformation.   Grab your copy here! https://www.amazon.com/Audible-Studios-Brilliance-POWER-Attraction/dp/B0F3G1ZD18/    Enjoy the podcast? Subscribe and leave a 5-star review!   You can also tune in to this episode on YouTube and all your favorite podcast platforms.   Dr. Beth DuPree is a trailblazing surgeon, integrative medicine physician, and healer who has spent more than 35 years at the forefront of breast cancer care, cancer survivorship, and healthcare leadership. She is an author, nationally sought-after keynote speaker, and founder of The Healing Consciousness Foundation. Dr. DuPree is a medical advisor to breakthrough electroceutical technology companies and is certified in psychedelic-assisted therapy. She is shaping the future of medicine and healing.   Connect with Dr. Beth DuPree. Website: https://www.drbethDuPree.com  Facebook: https://www.facebook.com/DrBethDuPree/  Instagram: https://www.instagram.com/drbethDuPree/  X: https://x.com/drbethDuPree  YouTube: https://www.youtube.com/c/drbethDuPree    Get a copy of her book, Shifting Gears: Living Life With Intention, on Amazon:  https://www.amazon.com/dp/B0GGDDFP37    I am Lia Dunlap, The Oracle on Purpose with a mission to change people's lives for good. With over 25 years of experience as an Intuitive Business Architect and Coach, I have helped thousands of clients in 76 countries, including hosting three international retreats. As a Best-Selling Author, Founder of the Master Creators Academy, Certified Clinical Hypnotherapist, International Speaker, and Creator of the POWER Plan Life Coaching Program, My Purpose Is Clear: Helping YOU find and follow Your Purpose. I have worked with thousands of leaders, entrepreneurs, and business owners for over two decades, helping them find and experience their Unique Life Purpose.   Catch the latest episodes of Oracle On Purpose here! https://www.oracleonpurpose.com/podcast-new    Work with Lia today. https://www.oracleonpurpose.com/meet-the-oracle   Ask the Oracle - Join the next Oracle Insight & Alignment Call. https://www.oracleonpurpose.com/offers/Qcb9YRFF   How Aligned Is Your Business with Your Highest Power? Take the Quiz here: https://oracleonpurpose.outgrow.us/powerbizquiz   Connect with Lia Dunlap! Website: https://www.oracleonpurpose.com/ Facebook: https://www.facebook.com/CoachLiaDunlap X: https://x.com/CoachLiaDunlap Instagram: https://www.instagram.com/coachliadunlap/# YouTube: https://www.youtube.com/channel/UC8IOgSSGVVNG2usEJE07X8g LinkedIn: https://www.linkedin.com/in/coachliadunlap   Produced by https://www.BroadcastYourAuthority.com     #IntegrativeMedicine #HolisticHealing #MindBodySpirit  

Deceit or delight? We have a choice! This week on The Bible Study Hour with Dr. James Boice, we're taking a closer look at Psalm 36, where David describes the ways of the wicked, in contrast with the righteousness of God. We can choose the path of deceit, or we can pursue God's ways. When we commit ourselves to following God, His unending faithfulness and unfailing love are our reward. To support this ministry financially, visit: https://www.oneplace.com/donate/81/29?v=20251111

Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. That represents what he expects to be a short-term reversal in trends because the market had been moving broadening out, with the Magnificent 7 stocks struggling. He expects that trend to resume and continue as the headline risk subsides, when he expects the market to continue moving the market away from communications services and big tech toward more defensive and value-oriented stocks.    David Trainer, president at New Constructs, focuses The Danger Zone on "residual value guarantees" — which hide debt off-balance sheets allowing companies to spend money and to have liabilities that it mostinvestors will not know about until or unless a problem makes them surface. He says the says the phenomenon is particularly acute with artificial-intelligence companies, where a lot of money is being invested into construction that is backed by residual-value guarantees, and he singles out Oracle and Meta Platforms as two examples where the practice adds to New Constructs' unfavorable opinion of the stocks.     Vijay Marolia, chief investment officer at Regal Point Capital, says that he expects oil prices to remain elevated until there is more clarity in the Strait of Hormuz, but that prices should snap back quickly to lower levels once the supply chain is clearly restored. In waiting for that clarity, he suggests oil tankers as a play on the situation, noting that it's a picks-and-shovels play on the industry, and that the tankers are making money even as they sit filled with oil waiting for resolution. He also discusses why Microsoft's recent decline is not something long-term investors should worry about, and more in "The Week That Is."

Join us as we recap and chat about Once Upon a Time Episode 6x01 The SaviorDid you know the Oracle's red bird was originally supposed to be a phoenix?Wiki page for the episode:https://onceuponatime.fandom.com/wiki/The_SaviorLinks, articles, and videos mentioned in this episode:Sean Missed The PilotOded Fehr IMDBJoin our Book Club and get access to exclusive content on PatreonFollow us on InstagramFollow us on TiktokFollow us on Bluesky

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: Every breath I take is a chest full of treasure!   Today's Oracle of Motivation: How often do you take a break from the competitive sport of life and gaze into the sky? The gift of your life is a beautiful trophy, and YOU get to cherish the treasure. During the day, you are blessed with a giant ball of fire recharging your battery and lighting your way. When you get to dance with dusk in her dark, speckled dress, under a million candles that guard you while you rest. Your next breath is much more valuable than your next paycheck. Don't get buzzed up in a lifelong competition to win the "Busiest Bee" trophy. The cost to play is awfully high, and you already have the ultimate prize!   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

Click here to Shop Affirmation Decks, Oracle Decks, and more!  Use Promo code: RCPODCAST20 for 20% off your first order   Today's Power Affirmation: I keep my attention and intentions in alignment, and nothing can stop me from world domination.   Today's Oracle of Motivation: If you intend on creating the life you love, but you only focus your attention on muscle beach speedo competitions or celebrity news feeds, your intention is powerless. If your attention is disciplined, but you have no intention for your vision, your mission is aimless. If you breed your attention with your intention, your visions will come to life. Pay attention to your intentions, and the world shall be yours! Please don't use your new powers to manifest speedo competitions.   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking.We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.

In this week's show we start with FOLLOW UP: The world keeps trying to protect kids online — Indonesia just joined Australia, Spain, and Malaysia in banning social media for under-16s, while COPPA 2.0 sailed through the US Senate unanimously. Meanwhile, Roblox is using AI to clean up its chat, because apparently "Hurry TF up" is the hill they've chosen to die on — even as they're still dealing with the whole "pedophile problem" thing from January. On the AI copyright front, Gracenote is the latest company to sue OpenAI for helping itself to proprietary data, joining a growing queue of plaintiffs who apparently didn't get the memo that everything is training data now.IN THE NEWS: Anthropic is suing the Pentagon after being labeled a "supply chain risk" — apparently because the CEO said AI shouldn't be used for mass surveillance or autonomous weapons, which the Trump administration heard as fighting words. The delicious irony: the Pentagon is still running Claude in active operations while trying to phase it out. Speaking of active operations, investigators now think a missile strike on an Iranian girls' school may have been triggered by bad AI-generated intelligence from that same Claude-based system. So yes, the autocomplete that hallucinates your grocery list is also maybe accidentally bombing schools. Meta's Oversight Board is begging the company to get serious about AI-generated content after a fake war video from a Filipino fake news account racked up 700K views — while separately, Zuckerberg dropped cash on Moltbook, a "social network for AI agents" that turned out to be mostly humans larping as bots and had a security flaw that exposed everyone's API keys. The guy who built it basically vibe-coded the whole thing. Meta's own CTO said he didn't "find it particularly interesting." And yet. Oracle is hemorrhaging jobs and drowning in debt chasing AI dreams, its stock down 50% from peak — a timely reminder that "AI will replace workers" is currently manifesting as "companies set money on fire and lay people off to pay the electric bill." Researchers confirmed AI is homogenizing human thought and creativity — a thing some of us have been screaming since day one. A DOGE engineer allegedly walked out of the Social Security Administration with databases containing personal info on 500 million Americans on a thumb drive. The Ig Nobel Prize is relocating to Switzerland because it's no longer safe to invite international guests to America. Nintendo is suing the US government to get its tariff money back. SETI thinks it may have been accidentally filtering out alien signals due to space weather. And Pokémon Go players unknowingly spent a decade building a centimeter-accurate surveillance map of Earth's cities that's now guiding pizza delivery robots — which, honestly, tracks.In APPS & DOODADS: The GOG clan in Clash Royale just hit eight years old — respect. OpenAudible is the cross-platform audiobook manager your Audible library deserves, especially if you've got over a thousand books sitting there judging you.And finally in MEDIA CANDY: Monarch: Legacy of Monsters Season 2 is here, and pretty beige. Live Nation settled its DOJ antitrust case for $200 million, kept Ticketmaster, and avoided a breakup — meanwhile court documents revealed employees joking about "robbing fans blind" and gouging "stupid" customers, which explains basically every concert ticket you've bought in the last decade. YouTube is now officially the world's largest media company at $62 billion in revenue. Bluesky's CEO is stepping down, which is either a bad sign or just the natural order of "person who built the cool thing hands it to the person who scales the cool thing." Dead Set — Charlie Brooker's 2008 zombie-in-the-Big-Brother-house miniseries — is worth a watch if you haven't. And trailers dropped for Daredevil: Born Again Season 2 (March 24th), The Boys final season (April 8th), and The Super Mario Galaxy Movie (April 1st — yes, really).Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/737Watch on YouTube: https://youtu.be/DgSYnFF6twEFOLLOW UPIndonesia announces a social media ban for anyone under 16Anthropic Sues PentagonMetadata company Gracenote is the latest to sue OpenAI for copyright infringementRoblox introduces real-time AI-powered chat rephraser for inappropriate languageIN THE NEWSCOPPA 2.0 passes the Senate again, unanimously this timeAI Error Likely Led to Iran Girl's School BombingThe Oversight Board says Meta needs new rules for AI-generated contentMark Zuckerberg Decides Meta Needs More Slop, Buys the Social Network for AI AgentsOracle Axing Huge Number of Jobs as AI Crisis IntensifiesYou can (sort of) block Grok from editing your uploaded photosResearchers Say AI Is Homogenizing Human Expression and ThoughtSocial Security watchdog investigating claims that DOGE engineer copied its databasesNintendo is suing the US government over Trump's tariffsSETI Thinks It Might Have Missed a Few Alien Calls. Here's WhyIg Nobel Ceremony Relocates to Europe Amid Safety Concerns in Trump's AmericaAPPS & DOODADSClash RoyaleOpenAudibleBluesky's CEO is stepping down after nearly 5 yearsHow Pokémon Go is giving delivery robots an inch-perfect view of the worldRobot Escorted Away By Cops After Terrorizing Old WomanMEDIA CANDYMonarch: Legacy of Monsters Season 2Live Nation settlement avoids breakup with TicketmasterCourt documents reveal Live Nation employees joking about robbing, gouging "stupid" fansYouTube Is the World's Largest Media Company, MoffettNathanson SaysParadise Season 2DAREDEVIL: Born Again Season 2 Official Teaser Trailer 2 (2026)The Boys Final Season TrailerThe Super Mario Galaxy Movie | Final TrailerDead SetSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Olatunde Badmus, a real estate developer based in Houston, Texas, shares his inspiring journey from immigrating to the United States from Nigeria to building multifamily housing developments. Starting his career as an IT professional at companies like Walmart and Oracle, Olatunde leveraged his project management background to transition into real estate development.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: I am always focused on what lights me up.   Today's Oracle of Motivation: Sometimes when you fly, you get super high in the moment, and you're distracted by the sheer magnificence of the space that surrounds you. It's important to remember that you cannot tango with every passing asteroid if you wish to reach the stars. Always stay focused on what lights you up! You were born to shine.   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Prices and Economic Implications(12:05) NIO's Market Position and Growth Potential(15:20) Oracle's Business Model Transformation and Risks(35:33) Amazon's Debt Strategy and Its Implications(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?(43:55) Analyzing Kelly Partners Group's Performance(52:39) The Collapse of GoEasy: Lessons in Lending(01:02:21) Nintendo's New Game and Market Impact*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

This week I discuss the AI, HR Tech, and consumer AI market in front of announcements next week at the Unleash Conference in Vegas. I discuss how HR Tech is now becoming “Life Tech” (not just Work Tech) and the dynamics of big players like Microsoft, Oracle, Workday, SAP, ServiceNow, Anthropic, OpenAI, Google, and smaller vendors like Cornerstone, Findem, Lightcast, Maki People, Eightfold, WorkHuman and others who are vying for attention with their AI offerings. Next week I'll detail many of these announcements in my keynote and I hope to see many of you in Vegas at Unleash and the following week at Transform. So much to absorb and understand: we are here to help you sort it all out. Additional Information Layoffs at Atlassian, Block, Amazon are Misleading. AI Alone Is Not The Story. The World of Corporate Training Lurches Toward Enablement Oracle's Earnings Prove That AI Infrastructure Is Eating Enterprise Software Enterprise AI Architecture: Imperatives for 2026 Webinar: Watch a replay of Josh's walkthrough of the 11 essential imperatives HR & business leaders need to know for success and progress in 2026. Galileo Learn: Complete The Superworker Organization: AI Goes Enterprise learning program, and discover the hands-on skills required to navigate the redefinition of work, HR teams, and organizations in the era of superworkers and superagents. Get Galileo: The Enterprise AI Agent for HR  Chapters (00:00:00) - All the HR Technology Announcements(00:07:29) - Oracle's strategy for growth(00:10:37) - Microsoft's Copilot, and More

GO WITH YOUR FLOW: Transcending Shame on the Oracle's Path with special guest Therapist & Oracle, Natalie SeibelABOUT NATALIE SEIBEL:Natalie Seibel is an Oracle with over 17 years of experience as a Mental Health Therapist and specializes in guiding women through identity shifts over the span of their life.As a Spiritual Doula she is here to be a catalyst for the soul-led woman who stands at the threshold of self actualizing her vision and guides her through the transformation of her becoming.Inner child integration is the foundation of her medicine and she has developed a framework for unraveling one's conditioned patterns and reweaving their aligned flow.FOLLOW NATALIE SEIBEL:www.lightworkcoaching.comIG: harmonic_oracleFB: natalie.seibel.14FOLLOW ERIN RYAN:Facebook: Facebook.com/CrystalLakeReikiYouTube: / crystallakereiki Podcast: https://podcasters.spotify.com/pod/sh...Instagram: Instagram.com/5elementdragonfirereikiWebsite: www.FiveElementDragonFireReiki.com

Markwayne Mullin fails his first test. Lindsey Graham wants to blow the Iranian people. The markets are getting Blackrocked. OpenAI and Oracle have a bit of a cash crunch. Dario Amodei is full of shit. What Crude markets tell us about the war. Truth bombs from the House of El. Actual journalism on Iran from American Prestige and Dissent Magazine. ProPublica doin’ the lord’s work and Persopolis. Chapters Quick Takes: 00:00:36 Max Notes: 00:06:44 KLTW: 00:15:02 Headlines: 00:17:04 Pod Love: 00:18:26 Book Love: 00:19:27 Outro: 00:20:04 Resources Bloomberg: BlackRock $26 Billion Private Credit Fund Limits Withdrawals Forbes Greatest Business Stories of All Time: Charles Merrill and the Democratization of Stock Ownership IRA Financial: Trump, Alternatives, and the Solo 401(k): The Retirement Plan That Paved the Way for Alts in 401(k)s Bloomberg: BlackRock’s Retail Private-Credit Hopes Run Into Market’s Angst House of El: DOLLAR COLLAPSE: Japan to DUMP $1.2T in US Treasuries After Trump Cuts 95% Oil Supply Dissent Magazine: War, Revolt, and Iran's Unfinished Struggle Grist: Kristi Noem all but killed FEMA. Will her departure save it? ProPublica: Explore Financial Disclosures From President Trump and 1,500 of His Appointees ProPublica: Event: How to Use Our News App of Disclosures From Political Appointees Pod Love American Prestige: War in the Gulf and the Global Economy w/ Esfandyar Batmanghelidj Book Love Marjane Satrapi: Persepolis UNFTR Resources Video: On The Record (3-9-26). Video: MTN Macro Take (3-7-26). Episode: Trump Accounts. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Alex Tsakiris is a technology entrepreneur, author, and podcaster. He is best known as the founder of the A.I. company MindPath Technologies back in 1986, and the host of the long-running podcast Skeptiko, a popular podcast that explores the intersection of science and spirituality. With a background combining a strong technical background information systems and artificial intelligence along with a scientific curiosity and a deep interest in spirituality, Alex Tsakiris has become a significant voice in debates surrounding the nature of consciousness and its relation to the physical world.  Alex is also a best selling author who's work includes WHY SCIENCE IS WRONG...: About Almost Everything,  and Why Evil Matters: How Science & Religion Fumbled a Big One, and his newest book Why AI? Is Smartest... Is Dangerous... Is Divine.ALEX TSAKIRIS:LINKS: https://taplink.cc/alex.tsakirisWEBSITE: https://skeptiko.com/ SIGNAL BEYOND PROJECT: https://signalbeyondproject.com/YOUTUBE: https://www.youtube.com/@skeptiko-videoX: https://twitter.com/skeptikoBOOKS: https://www.amazon.com/stores/Alex-Tsakiris/author/B00QDAT5KW?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=trueTHE RIPPLE EFFECT PODCAST:WEBSITE: http://TheRippleEffectPodcast.comWebsite Host & Video Distributor: https://ContentSafe.co/SUPPORT:PATREON: https://www.patreon.com/TheRippleEffectPodcastPayPal: https://www.PayPal.com/paypalme/RvTheory6VENMO: https://venmo.com/code?user_id=3625073915201071418&created=1663262894MERCH: Store: http://www.TheRippleEffectPodcastMerch.comTHEORY 6 MUSIC: https://open.spotify.com/artist/1w91xRlB4b2MJYyXXhJcyFSPONSORS:OPUS A.I. Clip Creator: https://www.opus.pro/?via=RickyVarandasScott Horton Academy: https://scotthortonacademy.com/rippleeffectUniversity of Reason-Autonomy: https://www.universityofreason.com/a/2147825829/ouiRXFoLWATCH:OFFICIAL YOUTUBE: https://www.youtube.com/@TheRippleEffectPodcastOFFICIALYOUTUBE CLIPS CHANNEL: https://www.youtube.com/@RickyVarandasLISTEN:SPOTIFY: https://open.spotify.com/show/4lpFhHI6CqdZKW0QDyOicJiTUNES: http://apple.co/1xjWmlFTHE UNION OF THE UNWANTED: https://linktr.ee/TheUnionOfTheUnwanted

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles Payne is joined by Infrastructure Capital Management CIO Jay Hatfield to discuss why the bearish case against tech infrastructure is failing, how earnings blowouts from companies like Oracle and Broadcom are disproving this, and why he remains bullish on Amazon's valuation and a tech-led market recovery as the Fed stays on hold. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Turbopuffer came out of a reading app.In 2022, Simon was helping his friends at Readwise scale their infra for a highly requested feature: article recommendations and semantic search. Readwise was paying ~$5k/month for their relational database and vector search would cost ~$20k/month making the feature too expensive to ship. In 2023 after mulling over the problem from Readwise, Simon decided he wanted to “build a search engine” which became Turbopuffer.We discuss:• Simon's path: Denmark → Shopify infra for nearly a decade → “angel engineering” across startups like Readwise, Replicate, and Causal → turbopuffer almost accidentally becoming a company • The Readwise origin story: building an early recommendation engine right after the ChatGPT moment, seeing it work, then realizing it would cost ~$30k/month for a company spending ~$5k/month total on infra and getting obsessed with fixing that cost structure • Why turbopuffer is “a search engine for unstructured data”: Simon's belief that models can learn to reason, but can't compress the world's knowledge into a few terabytes of weights, so they need to connect to systems that hold truth in full fidelity • The three ingredients for building a great database company: a new workload, a new storage architecture, and the ability to eventually support every query plan customers will want on their data • The architecture bet behind turbopuffer: going all in on object storage and NVMe, avoiding a traditional consensus layer, and building around the cloud primitives that only became possible in the last few years • Why Simon hated operating Elasticsearch at Shopify: years of painful on-call experience shaped his obsession with simplicity, performance, and eliminating state spread across multiple systems • The Cursor story: launching turbopuffer as a scrappy side project, getting an email from Cursor the next day, flying out after a 4am call, and helping cut Cursor's costs by 95% while fixing their per-user economics • The Notion story: buying dark fiber, tuning TCP windows, and eating cross-cloud costs because Simon refused to compromise on architecture just to close a deal faster • Why AI changes the build-vs-buy equation: it's less about whether a company can build search infra internally, and more about whether they have time especially if an external team can feel like an extension of their own • Why RAG isn't dead: coding companies still rely heavily on search, and Simon sees hybrid retrieval semantic, text, regex, SQL-style patterns becoming more important, not less • How agentic workloads are changing search: the old pattern was one retrieval call up front; the new pattern is one agent firing many parallel queries at once, turning search into a highly concurrent tool call • Why turbopuffer is reducing query pricing: agentic systems are dramatically increasing query volume, and Simon expects retrieval infra to adapt to huge bursts of concurrent search rather than a small number of carefully chosen calls • The philosophy of “playing with open cards”: Simon's habit of being radically honest with investors, including telling Lachy Groom he'd return the money if turbopuffer didn't hit PMF by year-end • The “P99 engineer”: Simon's framework for building a talent-dense company, rejecting by default unless someone on the team feels strongly enough to fight for the candidate —Simon Hørup Eskildsen• LinkedIn: https://www.linkedin.com/in/sirupsen• X: https://x.com/Sirupsen• https://sirupsen.com/aboutturbopuffer• https://turbopuffer.com/Full Video PodTimestamps00:00:00 The PMF promise to Lachy Groom00:00:25 Intro and Simon's background00:02:19 What turbopuffer actually is00:06:26 Shopify, Elasticsearch, and the pain behind the company00:10:07 The Readwise experiment that sparked turbopuffer00:12:00 The insight Simon couldn't stop thinking about00:17:00 S3 consistency, NVMe, and the architecture bet00:20:12 The Notion story: latency, dark fiber, and conviction00:25:03 Build vs. buy in the age of AI00:26:00 The Cursor story: early launch to breakout customer00:29:00 Why code search still matters00:32:00 Search in the age of agents00:34:22 Pricing turbopuffer in the AI era00:38:17 Why Simon chose Lachy Groom00:41:28 Becoming a founder on purpose00:44:00 The “P99 engineer” philosophy00:49:30 Bending software to your will00:51:13 The future of turbopuffer00:57:05 Simon's tea obsession00:59:03 Tea kits, X Live, and P99 LiveTranscriptSimon Hørup Eskildsen: I don't think I've said this publicly before, but I just called Lockey and was like, local Lockie. Like if this doesn't have PMF by the end of the year, like we'll just like return all the money to you. But it's just like, I don't really, we, Justine and I don't wanna work on this unless it's really working.So we want to give it the best shot this year and like we're really gonna go for it. We're gonna hire a bunch of people. We're just gonna be honest with everyone. Like when I don't know how to play a game, I just play with open cards. Lockey was the only person that didn't, that didn't freak out. He was like, I've never heard anyone say that before.Alessio: Hey everyone, welcome to the Leading Space podcast. This is Celesio Pando, Colonel Laz, and I'm joined by Swix, editor of Leading Space.swyx: Hello. Hello, uh, we're still, uh, recording in the Ker studio for the first time. Very excited. And today we are joined by Simon Eski. Of Turbo Farer welcome.Simon Hørup Eskildsen: Thank you so much for having me.swyx: Turbo Farer has like really gone on a huge tear, and I, I do have to mention that like you're one of, you're not my newest member of the Danish AHU Mafia, where like there's a lot of legendary programmers that have come out of it, like, uh, beyond Trotro, Rasmus, lado Berg and the V eight team and, and Google Maps team.Uh, you're mostly a Canadian now, but isn't that interesting? There's so many, so much like strong Danish presence.Simon Hørup Eskildsen: Yeah, I was writing a post, um, not that long ago about sort of the influences. So I grew up in Denmark, right? I left, I left when, when I was 18 to go to Canada to, to work at Shopify. Um, and so I, like, I've, I would still say that I feel more Danish than, than Canadian.This is also the weird accent. I can't say th because it, this is like, I don't, you know, my wife is also Canadian, um, and I think. I think like one of the things in, in Denmark is just like, there's just such a ruthless pragmatism and there's also a big focus on just aesthetics. Like, they're like very, people really care about like where, what things look like.Um, and like Canada has a lot of attributes, US has, has a lot of attributes, but I think there's been lots of the great things to carry. I don't know what's in the water in Ahu though. Um, and I don't know that I could be considered part of the Mafi mafia quite yet, uh, compared to the phenomenal individuals we just mentioned.Barra OV is also, uh, Danish Canadian. Okay. Yeah. I don't know where he lives now, but, and he's the PHP.swyx: Yeah. And obviously Toby German, but moved to Canada as well. Yes. Like this is like import that, uh, that, that is an interesting, um, talent move.Alessio: I think. I would love to get from you. Definition of Turbo puffer, because I think you could be a Vector db, which is maybe a bad word now in some circles, you could be a search engine.It's like, let, let's just start there and then we'll maybe run through the history of how you got to this point.Simon Hørup Eskildsen: For sure. Yeah. So Turbo Puffer is at this point in time, a search engine, right? We do full text search and we do vector search, and that's really what we're specialized in. If you're trying to do much more than that, like then this might not be the right place yet, but Turbo Buffer is all about search.The other way that I think about it is that we can take all of the world's knowledge, all of the exabytes and exabytes of data that there is, and we can use those tokens to train a model, but we can't compress all of that into a few terabytes of weights, right? Compress into a few terabytes of weights, how to reason with the world, how to make sense of the knowledge.But we have to somehow connect it to something externally that actually holds that like in full fidelity and truth. Um, and that's the thing that we intend to become. Right? That's like a very holier than now kind of phrasing, right? But being the search engine for unstructured, unstructured data is the focus of turbo puffer at this point in time.Alessio: And let's break down. So people might say, well, didn't Elasticsearch already do this? And then some other people might say, is this search on my data, is this like closer to rag than to like a xr, like a public search thing? Like how, how do you segment like the different types of search?Simon Hørup Eskildsen: The way that I generally think about this is like, there's a lot of database companies and I think if you wanna build a really big database company, sort of, you need a couple of ingredients to be in the air.We don't, which only happens roughly every 15 years. You need a new workload. You basically need the ambition that every single company on earth is gonna have data in your database. Multiple times you look at a company like Oracle, right? You will, like, I don't think you can find a company on earth with a digital presence that it not, doesn't somehow have some data in an Oracle database.Right? And I think at this point, that's also true for Snowflake and Databricks, right? 15 years later it's, or even more than that, there's not a company on earth that doesn't, in. Or directly is consuming Snowflake or, or Databricks or any of the big analytics databases. Um, and I think we're in that kind of moment now, right?I don't think you're gonna find a company over the next few years that doesn't directly or indirectly, um, have all their data available for, for search and connect it to ai. So you need that new workload, like you need something to be happening where there's a new workload that causes that to happen, and that new workload is connecting very large amounts of data to ai.The second thing you need. The second condition to build a big database company is that you need some new underlying change in the storage architecture that is not possible from the databases that have come before you. If you look at Snowflake and Databricks, right, commoditized, like massive fleet of HDDs, like that was not possible in it.It just wasn't in the air in the nineties, right? So you just didn't, we just didn't build these systems. S3 and and and so on was not around. And I think the architecture that is now possible that wasn't possible 15 years ago is to go all in on NVME SSDs. It requires a particular type of architecture for the database that.It's difficult to retrofit onto the databases that are already there, including the ones you just mentioned. The second thing is to go all in on OIC storage, more so than we could have done 15 years ago. Like we don't have a consensus layer, we don't really have anything. In fact, you could turn off all the servers that Turbo Buffer has, and we would not lose any data because we have all completely all in on OIC storage.And this means that our architecture is just so simple. So that's the second condition, right? First being a new workload. That means that every company on earth, either indirectly or directly, is using your database. Second being, there's some new storage architecture. That means that the, the companies that have come before you can do what you're doing.I think the third thing you need to do to build a big database company is that over time you have to implement more or less every Cory plan on the data. What that means is that you. You can't just get stuck in, like, this is the one thing that a database does. It has to be ever evolving because when someone has data in the database, they over time expect to be able to ask it more or less every question.So you have to do that to get the storage architecture to the limit of what, what it's capable of. Those are the three conditions.swyx: I just wanted to get a little bit of like the motivation, right? Like, so you left Shopify, you're like principal, engineer, infra guy. Um, you also head of kernel labs, uh, inside of Shopify, right?And then you consulted for read wise and that it kind of gave you that, that idea. I just wanted you to tell that story. Um, maybe I, you've told it before, but, uh, just introduce the, the. People to like the, the new workload, the sort of aha moment for turbo PufferSimon Hørup Eskildsen: For sure. So yeah, I spent almost a decade at Shopify.I was on the infrastructure team, um, from the fairly, fairly early days around 2013. Um, at the time it felt like it was growing so quickly and everything, all the metrics were, you know, doubling year on year compared to the, what companies are contending with today. It's very cute in growth. I feel like lot some companies are seeing that month over month.Um, of course. Shopify compound has been compounding for a very long time now, but I spent a decade doing that and the majority of that was just make sure the site is up today and make sure it's up a year from now. And a lot of that was really just the, um, you know, uh, the Kardashians would drive very, very large amounts of, of data to, to uh, to Shopify as they were rotating through all the merch and building out their businesses.And we just needed to make sure we could handle that. Right. And sometimes these were events, a million requests per second. And so, you know, we, we had our own data centers back in the day and we were moving to the cloud and there was so much sharding work and all of that that we were doing. So I spent a decade just scaling databases ‘cause that's fundamentally what's the most difficult thing to scale about these sites.The database that was the most difficult for me to scale during that time, and that was the most aggravating to be on call for, was elastic search. It was very, very difficult to deal with. And I saw a lot of projects that were just being held back in their ambition by using it.swyx: And I mean, self-hosted.Self-hosted. ‘causeSimon Hørup Eskildsen: it's, yeah, and it commercial, this is like 2015, right? So it's like a very particular vintage. Right. It's probably better at a lot of these things now. Um, it was difficult to contend with and I'm just like, I just think about it. It's an inverted index. It should be good at these kinds of queries and do all of this.And it was, we, we often couldn't get it to do exactly what we needed to do or basically get lucine to do, like expose lucine raw to, to, to what we needed to do. Um, so that was like. Just something that we did on the side and just panic scaled when we needed to, but not a particular focus of mine. So I left, and when I left, I, um, wasn't sure exactly what I wanted to do.I mean, it spent like a decade inside of the same company. I'd like grown up there. I started working there when I was 18.swyx: You only do Rails?Simon Hørup Eskildsen: Yeah. I mean, yeah. Rails. And he's a Rails guy. Uh, love Rails. So good. Um,Alessio: we all wish we could still work in Rails.swyx: I know know. I know, but some, I tried learning Ruby.It's just too much, like too many options to do the same thing. It's, that's my, I I know there's a, there's a way to do it.Simon Hørup Eskildsen: I love it. I don't know that I would use it now, like given cloud code and, and, and cursor and everything, but, um, um, but still it, like if I'm just sitting down and writing a teal code, that's how I think.But anyway, I left and I wasn't, I talked to a couple companies and I was like, I don't. I need to see a little bit more of the world here to know what I'm gonna like focus on next. Um, and so what I decided is like I was gonna, I called it like angel engineering, where I just hopped around in my friend's companies in three months increments and just helped them out with something.Right. And, and just vested a bit of equity and solved some interesting infrastructure problem. So I worked with a bunch of companies at the time, um, read Wise was one of them. Replicate was one of them. Um, causal, I dunno if you've tried this, it's like a, it's a spreadsheet engine Yeah. Where you can do distribution.They sold recently. Yeah. Um, we've been, we used that in fp and a at, um, at Turbo Puffer. Um, so a bunch of companies like this and it was super fun. And so we're the Chachi bt moment happened, I was with. With read Wise for a stint, we were preparing for the reader launch, right? Which is where you, you cue articles and read them later.And I was just getting their Postgres up to snuff, like, which basically boils down to tuning, auto vacuum. So I was doing that and then this happened and we were like, oh, maybe we should build a little recommendation engine and some features to try to hook in the lms. They were not that good yet, but it was clear there was something there.And so I built a small recommendation engine just, okay, let's take the articles that you've recently read, right? Like embed all the articles and then do recommendations. It was good enough that when I ran it on one of the co-founders of Rey's, like I found out that I got articles about, about having a child.I'm like, oh my God, I didn't, I, I didn't know that, that they were having a child. I wasn't sure what to do with that information, but the recommendation engine was good enough that it was suggesting articles, um, about that. And so there was, there was recommendations and uh, it actually worked really well.But this was a company that was spending maybe five grand a month in total on all their infrastructure and. When I did the napkin math on running the embeddings of all the articles, putting them into a vector index, putting it in prod, it's gonna be like 30 grand a month. That just wasn't tenable. Right?Like Read Wise is a proudly bootstrapped company and it's paying 30 grand for infrastructure for one feature versus five. It just wasn't tenable. So sort of in the bucket of this is useful, it's pretty good, but let us, let's return to it when the costs come down.swyx: Did you say it grows by feature? So for five to 30 is by the number of, like, what's the, what's the Scaling factor scale?It scales by the number of articles that you embed.Simon Hørup Eskildsen: It does, but what I meant by that is like five grand for like all of the other, like the Heroku, dinos, Postgres, like all the other, and this then storage is 30. Yeah. And then like 30 grand for one feature. Right. Which is like, what other articles are related to this one.Um, so it was just too much right to, to power everything. Their budget would've been maybe a few thousand dollars, which still would've been a lot. And so we put it in a bucket of, okay, we're gonna do that later. We'll wait, we will wait for the cost to come down. And that haunted me. I couldn't stop thinking about it.I was like, okay, there's clearly some latent demand here. If the cost had been a 10th, we would've shipped it and. This was really the only data point that I had. Right. I didn't, I, I didn't, I didn't go out and talk to anyone else. It was just so I started reading Right. I couldn't, I couldn't help myself.Like I didn't know what like a vector index is. I, I generally barely do about how to generate the vectors. There was a lot of hype about, this is a early 2023. There was a lot of hype about vector databases. There were raising a lot of money and it's like, I really didn't know anything about it. It's like, you know, trying these little models, fine tuning them.Like I was just trying to get sort of a lay of the land. So I just sat down. I have this. A GitHub repository called Napkin Math. And on napkin math, there's just, um, rows of like, oh, this is how much bandwidth. Like this is how many, you know, you can do 25 gigabytes per second on average to dram. You can do, you know, five gigabytes per second of rights to an SSD, blah blah.All of these numbers, right? And S3, how many you could do per, how much bandwidth can you drive per connection? I was just sitting down, I was like, why hasn't anyone build a database where you just put everything on O storage and then you puff it into NVME when you use the data and you puff it into dram if you're, if you're querying it alive, it's just like, this seems fairly obvious and you, the only real downside to that is that if you go all in on o storage, every right will take a couple hundred milliseconds of latency, but from there it's really all upside, right?You do the first go, it takes half a second. And it sort of occurred to me as like, well. The architecture is really good for that. It's really good for AB storage, it's really good for nvm ESSD. It's, well, you just couldn't have done that 10 years ago. Back to what we were talking about before. You really have to build a database where you have as few round trips as possible, right?This is how CPUs work today. It's how NVM E SSDs work. It's how as, um, as three works that you want to have a very large amount of outstanding requests, right? Like basically go to S3, do like that thousand requests to ask for data in one round trip. Wait for that. Get that, like, make a new decision. Do it again, and try to do that maybe a maximum of three times.But no databases were designed that way within NVME as is ds. You can drive like within, you know, within a very low multiple of DRAM bandwidth if you use it that way. And same with S3, right? You can fully max out the network card, which generally is not maxed out. You get very, like, very, very good bandwidth.And, but no one had built a database like that. So I was like, okay, well can't you just, you know, take all the vectors right? And plot them in the proverbial coordinate system. Get the clusters, put a file on S3 called clusters, do json, and then put another file for every cluster, you know, cluster one, do js O cluster two, do js ON you know that like it's two round trips, right?So you get the clusters, you find the closest clusters, and then you download the cluster files like the, the closest end. And you could do this in two round trips.swyx: You were nearest neighbors locally.Simon Hørup Eskildsen: Yes. Yes. And then, and you would build this, this file, right? It's just like ultra simplistic, but it's not a far shot from what the first version of Turbo Buffer was.Why hasn't anyone done thatAlessio: in that moment? From a workload perspective, you're thinking this is gonna be like a read heavy thing because they're doing recommend. Like is the fact that like writes are so expensive now? Oh, with ai you're actually not writing that much.Simon Hørup Eskildsen: At that point I hadn't really thought too much about, well no actually it was always clear to me that there was gonna be a lot of rights because at Shopify, the search clusters were doing, you know, I don't know, tens or hundreds of crew QPS, right?‘cause you just have to have a human sit and type in. But we did, you know, I don't know how many updates there were per second. I'm sure it was in the millions, right into the cluster. So I always knew there was like a 10 to 100 ratio on the read write. In the read wise use case. It's, um, even, even in the read wise use case, there'd probably be a lot fewer reads than writes, right?There's just a lot of churn on the amount of stuff that was going through versus the amount of queries. Um, I wasn't thinking too much about that. I was mostly just thinking about what's the fundamentally cheapest way to build a database in the cloud today using the primitives that you have available.And this is it, right? You just, now you have one machine and you know, let's say you have a terabyte of data in S3, you paid the $200 a month for that, and then maybe five to 10% of that data and needs to be an NV ME SSDs and less than that in dram. Well. You're paying very, very little to inflate the data.swyx: By the way, when you say no one else has done that, uh, would you consider Neon, uh, to be on a similar path in terms of being sort of S3 first and, uh, separating the compute and storage?Simon Hørup Eskildsen: Yeah, I think what I meant with that is, uh, just build a completely new database. I don't know if we were the first, like it was very much, it was, I mean, I, I hadn't, I just looked at the napkin math and was like, this seems really obvious.So I'm sure like a hundred people came up with it at the same time. Like the light bulb and every invention ever. Right. It was just in the air. I think Neon Neon was, was first to it. And they're trying, they're retrofitted onto Postgres, right? And then they built this whole architecture where you have, you have it in memory and then you sort of.You know, m map back to S3. And I think that was very novel at the time to do it for, for all LTP, but I hadn't seen a database that was truly all in, right. Not retrofitting it. The database felt built purely for this no consensus layer. Even using compare and swap on optic storage to do consensus. I hadn't seen anyone go that all in.And I, I mean, there, there, I'm sure there was someone that did that before us. I don't know. I was just looking at the napkin mathswyx: and, and when you say consensus layer, uh, are you strongly relying on S3 Strong consistency? You are. Okay.SoSimon Hørup Eskildsen: that is your consensus layer. It, it is the consistency layer. And I think also, like, this is something that most people don't realize, but S3 only became consistent in December of 2020.swyx: I remember this coming out during COVID and like people were like, oh, like, it was like, uh, it was just like a free upgrade.Simon Hørup Eskildsen: Yeah.swyx: They were just, they just announced it. We saw consistency guys and like, okay, cool.Simon Hørup Eskildsen: And I'm sure that they just, they probably had it in prod for a while and they're just like, it's done right.And people were like, okay, cool. But. That's a big moment, right? Like nv, ME SSDs, were also not in the cloud until around 2017, right? So you just sort of had like 2017 nv, ME SSDs, and people were like, okay, cool. There's like one skew that does this, whatever, right? Takes a few years. And then the second thing is like S3 becomes consistent in 2020.So now it means you don't have to have this like big foundation DB or like zookeeper or whatever sitting there contending with the keys, which is how. You know, that's what Snowflake and others have do so muchswyx: for goneSimon Hørup Eskildsen: Exactly. Just gone. Right? And so just push to the, you know, whatever, how many hundreds of people they have working on S3 solved and then compare and swap was not in S3 at this point in time,swyx: by the way.Uh, I don't know what that is, so maybe you wanna explain. Yes. Yeah.Simon Hørup Eskildsen: Yes. So, um, what Compare and swap is, is basically, you can imagine that if you have a database, it might be really nice to have a file called metadata json. And metadata JSON could say things like, Hey, these keys are here and this file means that, and there's lots of metadata that you have to operate in the database, right?But that's the simplest way to do it. So now you have might, you might have a lot of servers that wanna change the metadata. They might have written a file and want the metadata to contain that file. But you have a hundred nodes that are trying to contend with this metadata that JSON well, what compare and Swap allows you to do is basically just you download the file, you make the modifications, and then you write it only if it hasn't changed.While you did the modification and if not you retry. Right? Should just have this retry loops. Now you can imagine if you have a hundred nodes doing that, it's gonna be really slow, but it will converge over time. That primitive was not available in S3. It wasn't available in S3 until late 2024, but it was available in GCP.The real story of this is certainly not that I sat down and like bake brained it. I was like, okay, we're gonna start on GCS S3 is gonna get it later. Like it was really not that we started, we got really lucky, like we started on GCP and we started on GCP because tur um, Shopify ran on GCP. And so that was the platform I was most available with.Right. Um, and I knew the Canadian team there ‘cause I'd worked with them at Shopify and so it was natural for us to start there. And so when we started building the database, we're like, oh yeah, we have to build a, we really thought we had to build a consensus layer, like have a zookeeper or something to do this.But then we discovered the compare and swap. It's like, oh, we can kick the can. Like we'll just do metadata r json and just, it's fine. It's probably fine. Um, and we just kept kicking the can until we had very, very strong conviction in the idea. Um, and then we kind of just hinged the company on the fact that S3 probably was gonna get this, it started getting really painful in like mid 2024.‘cause we were closing deals with, um, um, notion actually that was running in AWS and we're like, trust us. You, you really want us to run this in GCP? And they're like, no, I don't know about that. Like, we're running everything in AWS and the latency across the cloud were so big and we had so much conviction that we bought like, you know, dark fiber between the AWS regions in, in Oregon, like in the InterExchange and GCP is like, we've never seen a startup like do like, what's going on here?And we're just like, no, we don't wanna do this. We were tuning like TCP windows, like everything to get the latency down ‘cause we had so high conviction in not doing like a, a metadata layer on S3. So those were the three conditions, right? Compare and swap. To do metadata, which wasn't in S3 until late 2024 S3 being consistent, which didn't happen until December, 2020.Uh, 2020. And then NVMe ssd, which didn't end in the cloud until 2017.swyx: I mean, in some ways, like a very big like cloud success story that like you were able to like, uh, put this all together, but also doing things like doing, uh, bind our favor. That that actually is something I've never heard.Simon Hørup Eskildsen: I mean, it's very common when you're a big company, right?You're like connecting your own like data center or whatever. But it's like, it was uniquely just a pain with notion because the, um, the org, like most of the, like if you're buying in Ashburn, Virginia, right? Like US East, the Google, like the GCP and, and AWS data centers are like within a millisecond on, on each other, on the public exchanges.But in Oregon uniquely, the GCP data center sits like a couple hundred kilometers, like east of Portland and the AWS region sits in Portland, but the network exchange they go through is through Seattle. So it's like a full, like 14 milliseconds or something like that. And so anyway, yeah. It's, it's, so we were like, okay, we can't, we have to go through an exchange in Portland.Yeah. Andswyx: you'd rather do this than like run your zookeeper and likeSimon Hørup Eskildsen: Yes. Way rather. It doesn't have state, I don't want state and two systems. Um, and I think all that is just informed by Justine, my co-founder and I had just been on call for so long. And the worst outages are the ones where you have state in multiple places that's not syncing up.So it really came from, from a a, like just a, a very pure source of pain, of just imagining what we would be Okay. Being woken up at 3:00 AM about and having something in zookeeper was not one of them.swyx: You, you're talking to like a notion or something. Do they care or do they just, theySimon Hørup Eskildsen: just, they care about latency.swyx: They latency cost. That's it.Simon Hørup Eskildsen: They just cared about latency. Right. And we just absorbed the cost. We're just like, we have high conviction in this. At some point we can move them to AWS. Right. And so we just, we, we'll buy the fiber, it doesn't matter. Right. Um, and it's like $5,000. Usually when you buy fiber, you buy like multiple lines.And we're like, we can only afford one, but we will just test it that when it goes over the public internet, it's like super smooth. And so we did a lot of, anyway, it's, yeah, it was, that's cool.Alessio: You can imagine talking to the GCP rep and it's like, no, we're gonna buy, because we know we're gonna turn, we're gonna turn from you guys and go to AWS in like six months.But in the meantime we'll do this. It'sSimon Hørup Eskildsen: a, I mean, like they, you know, this workload still runs on GCP for what it's worth. Right? ‘cause it's so, it was just, it was so reliable. So it was never about moving off GCP, it was just about honesty. It was just about giving notion the latency that they deserved.Right. Um, and we didn't want ‘em to have to care about any of this. We also, they were like, oh, egress is gonna be bad. It was like, okay, screw it. Like we're just gonna like vvc, VPC peer with you and AWS we'll eat the cost. Yeah. Whatever needs to be done.Alessio: And what were the actual workloads? Because I think when you think about ai, it's like 14 milliseconds.It's like really doesn't really matter in the scheme of like a model generation.Simon Hørup Eskildsen: Yeah. We were told the latency, right. That we had to beat. Oh, right. So, so we're just looking at the traces. Right. And then sort of like hand draw, like, you know, kind of like looking at the trace and then thinking what are the other extensions of the trace?Right. And there's a lot more to it because it's also when you have, if you have 14 versus seven milliseconds, right. You can fit in another round trip. So we had to tune TCP to try to send as much data in every round trip, prewarm all the connections. And there was, there's a lot of things that compound from having these kinds of round trips, but in the grand scheme it was just like, well, we have to beat the latency of whatever we're up against.swyx: Which is like they, I mean, notion is a database company. They could have done this themselves. They, they do lots of database engineering themselves. How do you even get in the door? Like Yeah, just like talk through that kind of.Simon Hørup Eskildsen: Last time I was in San Francisco, I was talking to one of the engineers actually, who, who was one of our champions, um, at, AT Notion.And they were, they were just trying to make sure that the, you know, per user cost matched the economics that they needed. You know, Uhhuh like, it's like the way I think about, it's like I have to earn a return on whatever the clouds charge me and then my customers have to earn a return on that. And it's like very simple, right?And so there has to be gross margin all the way up and that's how you build the product. And so then our customers have to make the right set of trade off the turbo Puffer makes, and if they're happy with that, that's great.swyx: Do you feel like you're competing with build internally versus buy or buy versus buy?Simon Hørup Eskildsen: Yeah, so, sorry, this was all to build up to your question. So one of the notion engineers told me that they'd sat and probably on a napkin, like drawn out like, why hasn't anyone built this? And then they saw terrible. It was like, well, it literally that. So, and I think AI has also changed the buy versus build equation in terms of, it's not really about can we build it, it's about do we have time to build it?I think they like, I think they felt like, okay, if this is a team that can do that and they, they feel enough like an extension of our team, well then we can go a lot faster, which would be very, very good for them. And I mean, they put us through the, through the test, right? Like we had some very, very long nights to to, to do that POC.And they were really our biggest, our second big customer off the cursor, which also was a lot of late nights. Right.swyx: Yeah. That, I mean, should we go into that story? The, the, the sort of Chris's story, like a lot, um, they credit you a lot for. Working very closely with them. So I just wanna hear, I've heard this, uh, story from Sole's point of view, but like, I'm curious what, what it looks like from your side.Simon Hørup Eskildsen: I actually haven't heard it from Sole's point of view, so maybe you can now cross reference it. The way that I remember it was that, um, the day after we launched, which was just, you know, I'd worked the whole summer on, on the first version. Justine wasn't part of it yet. ‘cause I just, I didn't tell anyone that summer that I was working on this.I was just locked in on building it because it's very easy otherwise to confuse talking about something to actually doing it. And so I was just like, I'm not gonna do that. I'm just gonna do the thing. I launched it and at this point turbo puffer is like a rust binary running on a single eight core machine in a T Marks instance.And me deploying it was like looking at the request log and then like command seeing it or like control seeing it to just like, okay, there's no request. Let's upgrade the binary. Like it was like literally the, the, the, the scrappiest thing. You could imagine it was on purpose because just like at Shopify, we did that all the time.Like, we like move, like we ran things in tux all the time to begin with. Before something had like, at least the inkling of PMF, it was like, okay, is anyone gonna hear about this? Um, and one of the cursor co-founders Arvid reached out and he just, you know, the, the cursor team are like all I-O-I-I-M-O like, um, contenders, right?So they just speak in bullet points and, and facts. It was like this amazing email exchange just of, this is how many QPS we have, this is what we're paying, this is where we're going, blah, blah, blah. And so we're just conversing in bullet points. And I tried to get a call with them a few times, but they were, so, they were like really writing the PMF bowl here, just like late 2023.And one time Swally emails me at like five. What was it like 4:00 AM Pacific time saying like, Hey, are you open for a call now? And I'm on the East coast and I, it was like 7:00 AM I was like, yeah, great, sure, whatever. Um, and we just started talking and something. Then I didn't know anything about sales.It was something that just comp compelled me. I have to go see this team. Like, there's something here. So I, I went to San Francisco and I went to their office and the way that I remember it is that Postgres was down when I showed up at the office. Did SW tell you this? No. Okay. So Postgres was down and so it's like they were distracting with that.And I was trying my best to see if I could, if I could help in any way. Like I knew a little bit about databases back to tuning, auto vacuum. It was like, I think you have to tune out a vacuum. Um, and so we, we talked about that and then, um, that evening just talked about like what would it look like, what would it look like to work with us?And I just said. Look like we're all in, like we will just do what we'll do whatever, whatever you tell us, right? They migrated everything over the next like week or two, and we reduced their cost by 95%, which I think like kind of fixed their per user economics. Um, and it solved a lot of other things. And we were just, Justine, this is also when I asked Justine to come on as my co-founder, she was the best engineer, um, that I ever worked with at Shopify.She lived two blocks away and we were just, okay, we're just gonna get this done. Um, and we did, and so we helped them migrate and we just worked like hell over the next like month or two to make sure that we were never an issue. And that was, that was the cursor story. Yeah.swyx: And, and is code a different workload than normal text?I, I don't know. Is is it just text? Is it the same thing?Simon Hørup Eskildsen: Yeah, so cursor's workload is basically, they, um, they will embed the entire code base, right? So they, they will like chunk it up in whatever they would, they do. They have their own embedding model, um, which they've been public about. Um, and they find that on, on, on their evals.It. There's one of their evals where it's like a 25% improvement on a very particular workload. They have a bunch of blog posts about it. Um, I think it works best on larger code basis, but they've trained their own embedding model to do this. Um, and so you'll see it if you use the cursor agent, it will do searches.And they've also been public around, um, how they've, I think they post trained their model to be very good at semantic search as well. Um, and that's, that's how they use it. And so it's very good at, like, can you find me on the code that's similar to this, or code that does this? And just in, in this queries, they also use GR to supplement it.swyx: Yeah.Simon Hørup Eskildsen: Um, of courseswyx: it's been a big topic of discussion like, is rag dead because gr you know,Simon Hørup Eskildsen: and I mean like, I just, we, we see lots of demand from the coding company to ethicsswyx: search in every part. Yes.Simon Hørup Eskildsen: Uh, we, we, we see demand. And so, I mean, I'm. I like case studies. I don't like, like just doing like thought pieces on this is where it's going.And like trying to be all macroeconomic about ai, that's has turned out to be a giant waste of time because no one can really predict any of this. So I just collect case studies and I mean, cursor has done a great job talking about what they're doing and I hope some of the other coding labs that use Turbo Puffer will do the same.Um, but it does seem to make a difference for particular queries. Um, I mean we can also do text, we can also do RegX, but I should also say that cursors like security posture into Tur Puffer is exceptional, right? They have their own embedding model, which makes it very difficult to reverse engineer. They obfuscate the file paths.They like you. It's very difficult to learn anything about a code base by looking at it. And the other thing they do too is that for their customers, they encrypt it with their encryption keys in turbo puffer's bucket. Um, so it's, it's, it's really, really well designed.swyx: And so this is like extra stuff they did to work with you because you are not part of Cursor.Exactly like, and this is just best practice when working in any database, not just you guys. Okay. Yeah, that makes sense. Yeah. I think for me, like the, the, the learning is kind of like you, like all workloads are hybrid. Like, you know, uh, like you, you want the semantic, you want the text, you want the RegX, you want sql.I dunno. Um, but like, it's silly to like be all in on like one particularly query pattern.Simon Hørup Eskildsen: I think, like I really like the way that, um, um, that swally at cursor talks about it, which is, um, I'm gonna butcher it here. Um, and you know, I'm a, I'm a database scalability person. I'm not a, I, I dunno anything about training models other than, um, what the internet tells me and what.The way he describes is that this is just like cash compute, right? It's like you have a point in time where you're looking at some particular context and focused on some chunk and you say, this is the layer of the neural net at this point in time. That seems fundamentally really useful to do cash compute like that.And, um, how the value of that will change over time. I'm, I'm not sure, but there seems to be a lot of value in that.Alessio: Maybe talk a bit about the evolution of the workload, because even like search, like maybe two years ago it was like one search at the start of like an LLM query to build the context. Now you have a gentech search, however you wanna call it, where like the model is both writing and changing the code and it's searching it again later.Yeah. What are maybe some of the new types of workloads or like changes you've had to make to your architecture for it?Simon Hørup Eskildsen: I think you're right. When I think of rag, I think of, Hey, there's an 8,000 token, uh, context window and you better make it count. Um, and search was a way to do that now. Everything is moving towards the, just let the agent do its thing.Right? And so back to the thing before, right? The LLM is very good at reasoning with the data, and so we're just the tool call, right? And that's increasingly what we see our customers doing. Um, what we're seeing more demand from, from our customers now is to do a lot of concurrency, right? Like Notion does a ridiculous amount of queries in every round trip just because they can't.And I'm also now, when I use the cursor agent, I also see them doing more concurrency than I've ever seen before. So a bit similar to how we designed a database to drive as much concurrency in every round trip as possible. That's also what the agents are doing. So that's new. It means just an enormous amount of queries all at once to the dataset while it's warm in as few turns as possible.swyx: Can I clarify one thing on that?Simon Hørup Eskildsen: Yes.swyx: Is it, are they batching multiple users or one user is driving multiple,Simon Hørup Eskildsen: one user driving multiple, one agent driving.swyx: It's parallel searching a bunch of things.Simon Hørup Eskildsen: Exactly.swyx: Yeah. Yeah, exactly. So yeah, the clinician also did, did this for the fast context thing, like eight parallel at once.Simon Hørup Eskildsen: Yes.swyx: And, and like an interesting problem is, well, how do you make sure you have enough diversity so you're not making the the same request eight times?Simon Hørup Eskildsen: And I think like that's probably also where the hybrid comes in, where. That's another way to diversify. It's a completely different way to, to do the search.That's a big change, right? So before it was really just like one call and then, you know, the LLM took however many seconds to return, but now we just see an enormous amount of queries. So the, um, we just see more queries. So we've like tried to reduce query, we've reduced query pricing. Um, this is probably the first time actually I'm saying that, but the query pricing is being reduced, like five x.Um, and we'll probably try to reduce it even more to accommodate some of these workloads of just doing very large amounts of queries. Um, that's one thing that's changed. I think the right, the right ratio is still very high, right? Like there's still a, an enormous amount of rights per read, but we're starting probably to see that change if people really lean into this pattern.Alessio: Can we talk a little bit about the pricing? I'm curious, uh, because traditionally a database would charge on storage, but now you have the token generation that is so expensive, where like the actual. Value of like a good search query is like much higher because they're like saving inference time down the line.How do you structure that as like, what are people receptive to on the other side too?Simon Hørup Eskildsen: Yeah. I, the, the turbo puffer pricing in the beginning was just very simple. The pricing on these on for search engines before Turbo Puffer was very server full, right? It was like, here's the vm, here's the per hour cost, right?Great. And I just sat down with like a piece of paper and said like, if Turbo Puffer was like really good, this is probably what it would cost with a little bit of margin. And that was the first pricing of Turbo Puffer. And I just like sat down and I was like, okay, like this is like probably the storage amp, but whenever on a piece of paper I, it was vibe pricing.It was very vibe price, and I got it wrong. Oh. Um, well I didn't get it wrong, but like Turbo Puffer wasn't at the first principle pricing, right? So when Cursor came on Turbo Puffer, it was like. Like, I didn't know any VCs. I didn't know, like I was just like, I don't know, I didn't know anything about raising money or anything like that.I just saw that my GCP bill was, was high, was a lot higher than the cursor bill. So Justine and I was just like, well, we have to optimize it. Um, and I mean, to the chagrin now of, of it, of, of the VCs, it now means that we're profitable because we've had so much pricing pressure in the beginning. Because it was running on my credit card and Justine and I had spent like, like tens of thousands of dollars on like compute bills and like spinning off the company and like very like, like bad Canadian lawyers and like things like to like get all of this done because we just like, we didn't know.Right. If you're like steeped in San Francisco, you're just like, you just know. Okay. Like you go out, raise a pre-seed round. I, I never heard a word pre-seed at this point in time.swyx: When you had Cursor, you had Notion you, you had no funding.Simon Hørup Eskildsen: Um, with Cursor we had no funding. Yeah. Um, by the time we had Notion Locke was, Locke was here.Yeah. So it was really just, we vibe priced it 100% from first Principles, but it wasn't, it, it was not performing at first principles, so we just did everything we could to optimize it in the beginning for that, so that at least we could have like a 5% margin or something. So I wasn't freaking out because Cursor's bill was also going like this as they were growing.And so my liability and my credit limit was like actively like calling my bank. It was like, I need a bigger credit. Like it was, yeah. Anyway, that was the beginning. Yeah. But the pricing was, yeah, like storage rights and query. Right. And the, the pricing we have today is basically just that pricing with duct tape and spit to try to approach like, you know, like a, as a margin on the physical underlying hardware.And we're doing this year, you're gonna see more and more pricing changes from us. Yeah.swyx: And like is how much does stuff like VVC peering matter because you're working in AWS land where egress is charged and all that, you know.Simon Hørup Eskildsen: We probably don't like, we have like an enterprise plan that just has like a base fee because we haven't had time to figure out SKU pricing for all of this.Um, but I mean, yeah, you can run turbo puffer either in SaaS, right? That's what Cursor does. You can run it in a single tenant cluster. So it's just you. That's what Notion does. And then you can run it in, in, in BYOC where everything is inside the customer's VPC, that's what an for example, philanthropic does.swyx: What I'm hearing is that this is probably the best CRO job for somebody who can come in and,Simon Hørup Eskildsen: I mean,swyx: help you with this.Simon Hørup Eskildsen: Um, like Turbo Puffer hired, like, I don't know what, what number this was, but we had a full-time CFO as like the 12th hire or something at Turbo Puffer, um, I think I hear are a lot of comp.I don't know how they do it. Like they have a hundred employees and not a CFO. It's like having a CFO is like a runningswyx: business man. Like, you know,Simon Hørup Eskildsen: it's so good. Yeah, like money Mike, like he just, you know, just handles the money and a lot of the business stuff and so he came in and just hopped with a lot of the operational side of the business.So like C-O-O-C-F-O, like somewhere in between.swyx: Just as quick mention of Lucky, just ‘cause I'm curious, I've met Lock and like, he's obviously a very good investor and now on physical intelligence, um, I call it generalist super angel, right? He invests in everything. Um, and I always wonder like, you know, is there something appealing about focusing on developer tooling, focusing on databases, going like, I've invested for 10 years in databases versus being like a lock where he can maybe like connect you to all the customers that you need.Simon Hørup Eskildsen: This is an excellent question. No, no one's asked me this. Um, why lockey? Because. There was a couple of people that we were talking to at the time and when we were raising, we were almost a little, we were like a bit distressed because one of our, one of our peers had just launched something that was very similar to Turbo Puffer.And someone just gave me the advice at the time of just choose the person where you just feel like you can just pick up the phone and not prepare anything. And just be completely honest, and I don't think I've said this publicly before, but I just called Lockey and was like local Lockie. Like if this doesn't have PMF by the end of the year, like we'll just like return all the money to you.But it's just like, I don't really, we, Justine and I don't wanna work on this unless it's really working. So we want to give it the best shot this year and like we're really gonna go for it. We're gonna hire a bunch of people and we're just gonna be honest with everyone. Like when I don't know how to play a game, I just play with open cards and.Lockey was the only person that didn't, that didn't freak out. He was like, I've never heard anyone say that before. As I said, I didn't even know what a seed or pre-seed round was like before, probably even at this time. So I was just like very honest with him. And I asked him like, Lockie, have you ever have, have you ever invested in database company?He was just like, no. And at the time I was like, am I dumb? Like, but I think there was something that just like really drew me to Lockie. He is so authentic, so honest, like, and there was something just like, I just felt like I could just play like, just say everything openly. And that was, that was, I think that that was like a perfect match at the time, and, and, and honestly still is.He was just like, okay, that's great. This is like the most honest, ridiculous thing I've ever heard anyone say to me. But like that, like that, whyswyx: is this ridiculous? Say competitor launch, this may not work out. It wasSimon Hørup Eskildsen: more just like. If this doesn't work out, I'm gonna close up shop by the end of the mo the year, right?Like it was, I don't know, maybe it's common. I, I don't know. He told me it was uncommon. I don't know. Um, that's why we chose him and he'd been phenomenal. The other people were talking at the, at the time were database experts. Like they, you know, knew a lot about databases and Locke didn't, this turned out to be a phenomenal asset.Right. I like Justine and I know a lot about databases. The people that we hire know a lot about databases. What we needed was just someone who didn't know a lot about databases, didn't pretend to know a lot about databases, and just wanted to help us with candidates and customers. And he did. Yeah. And I have a list, right, of the investors that I have a relationship with, and Lockey has just performed excellent in the number of sub bullets of what we can attribute back to him.Just absolutely incredible. And when people talk about like no ego and just the best thing for the founder, I like, I don't think that anyone, like even my lawyer is like, yeah, Lockey is like the most friendly person you will find.swyx: Okay. This is my most glow recommendation I've ever heard.Alessio: He deserves it.He's very special.swyx: Yeah. Yeah. Yeah. Okay. Amazing.Alessio: Since you mentioned candidates, maybe we can talk about team building, you know, like, especially in sf, it feels like it's just easier to start a company than to join a company. Uh, I'm curious your experience, especially not being n SF full-time and doing something that is maybe, you know, a very low level of detail and technical detail.Simon Hørup Eskildsen: Yeah. So joining versus starting, I never thought that I would be a founder. I would start with it, like Turbo Puffer started as a blog post, and then it became a project and then sort of almost accidentally became a company. And now it feels like it's, it's like becoming a bigger company. That was never the intention.The intentions were very pure. It's just like, why hasn't anyone done this? And it's like, I wanna be the, like, I wanna be the first person to do it. I think some founders have this, like, I could never work for anyone else. I, I really don't feel that way. Like, it's just like, I wanna see this happen. And I wanna see it happen with some people that I really enjoy working with and I wanna have fun doing it and this, this, this has all felt very natural on that, on that sense.So it was never a like join versus versus versus found. It was just dis found me at the right moment.Alessio: Well I think there's an argument for, you should have joined Cursor, right? So I'm curious like how you evaluate it. Okay, I should actually go raise money and make this a company versus like, this is like a company that is like growing like crazy.It's like an interesting technical problem. I should just build it within Cursor and then they don't have to encrypt all this stuff. They don't have to obfuscate things. Like was that on your mind at all orSimon Hørup Eskildsen: before taking the, the small check from Lockie, I did have like a hard like look at myself in the mirror of like, okay, do I really want to do this?And because if I take the money, I really have to do it right. And so the way I almost think about it's like you kind of need to ha like you kind of need to be like fucked up enough to want to go all the way. And that was the conversation where I was like, okay, this is gonna be part of my life's journey to build this company and do it in the best way that I possibly can't.Because if I ask people to join me, ask people to get on the cap table, then I have an ultimate responsibility to give it everything. And I don't, I think some people, it doesn't occur to me that everyone takes it that seriously. And maybe I take it too seriously, I don't know. But that was like a very intentional moment.And so then it was very clear like, okay, I'm gonna do this and I'm gonna give it everything.Alessio: A lot of people don't take it this seriously. But,swyx: uh, let's talk about, you have this concept of the P 99 engineer. Uh, people are 10 x saying, everyone's saying, you know, uh, maybe engineers are out of a job. I don't know.But you definitely see a P 99 engineer, and I just want you to talk about it.Simon Hørup Eskildsen: Yeah, so the P 99 engineer was just a term that we started using internally to talk about candidates and talk about how we wanted to build the company. And you know, like everyone else is, like we want a talent dense company.And I think that's almost become trite at this point. What I credit the cursor founders a lot with is that they just arrived there from first principles of like, we just need a talent dense, um, talent dense team. And I think I've seen some teams that weren't talent dense and like seemed a counterfactual run, which if you've run in been in a large company, you will just see that like it's just logically will happen at a large company.Um, and so that was super important to me and Justine and it's very difficult to maintain. And so we just needed, we needed wording for it. And so I have a document called Traits of the P 99 Engineer, and it's a bullet point list. And I look at that list after every single interview that I do, and in every single recap that we do and every recap we end with.End with, um, some version of I'm gonna reject this candidate completely regardless of what the discourse was, because I wanna see people fight for this person because the default should not be, we're gonna hire this person. The default should be, we're definitely not hiring this person. And you know, if everyone was like, ah, maybe throw a punch, then this is not the right.swyx: Do, do you operate, like if there's one cha there must have at least one champion who's like, yes, I will put my career on, on, on the line for this. You know,Simon Hørup Eskildsen: I think career on the line,swyx: maybe a chair, butSimon Hørup Eskildsen: yeah. You know, like, um, I would say so someone needs to like, have both fists up and be like, I'd fight.Right? Yeah. Yeah. And if one person said, then, okay, let's do it. Right?swyx: Yeah.Simon Hørup Eskildsen: Um. It doesn't have to be absolutely everyone. Right? And like the interviews are always the sign that you're checking for different attributes. And if someone is like knocking it outta the park in every single attribute, that's, that's fairly rare.Um, but that's really important. And so the traits of the P 99 engineer, there's lots of them. There's also the traits of the p like triple nine engineer and the quadruple nine engineer. This is like, it's a long list.swyx: Okay.Simon Hørup Eskildsen: Um, I'll give you some samples, right. Of what we, what we look for. I think that the P 99 engineer has some history of having bent, like their trajectory or something to their will.Right? Some moment where it was just, they just, you know, made the computer do what it needed to do. There's something like that, and it will, it will occur to have them at some point in their career. And, uh. Hopefully multiple times. Right.swyx: Gimme an example of one of your engineers that like,Simon Hørup Eskildsen: I'll give an eng.Uh, so we, we, we launched this thing called A and NV three. Um, we could, we're also, we're working on V four and V five right now, but a and NV three can search a hundred billion vectors with a P 50 of around 40 milliseconds and a p 99 of 200 milliseconds. Um, maybe other people have done this, I'm sure Google and others have done this, but, uh, we haven't seen anyone, um, at least not in like a public consumable SaaS that can do this.And that was an engineer, the chief architect of Turbo Puffer, Nathan, um, who more or less just bent this, the software was not capable of this and he just made it capable for a very particular workload in like a, you know, six to eight week period with the help of a lot of the team. Right. It's been, been, there's numerous of examples of that, like at, at turbo puff, but that's like really bending the software and X 86 to your will.It was incredible to watch. Um. You wanna see some moments like that?swyx: Isn't that triple nine?Simon Hørup Eskildsen: Um, I think Nathan, what's calledAlessio: group nine, that was only nine. I feel like this is too high forSimon Hørup Eskildsen: Nathan. Nathan is, uh, Nathan is like, yeah, there's a lot of nines. Okay. After that p So I think that's one trait. I think another trait is that, uh, the P 99 spends a lot of time looking at maps.Generally it's their preferred ux. They just love looking at maps. You ever seen someone who just like, sits on their phone and just like, scrolls around on a map? Or did you not look at maps A lot? You guys don't look atswyx: maps? I guess I'm not feeling there. I don't know, butSimon Hørup Eskildsen: you just dis What about trains?Do you like trains?swyx: Uh, I mean they, not enough. Okay. This is just like weapon nice. Autism is what I call it. Like, like,Simon Hørup Eskildsen: um, I love looking at maps, like, it's like my preferred UX and just like I, you know, I likeswyx: lotsAlessio: of, of like random places, soswyx: like,youswyx: know.Alessio: Yes. Okay. There you go. So instead of like random places, like how do you explore the maps?Simon Hørup Eskildsen: No, it's, it's just a joke.swyx: It's autism laugh. It's like you are just obsessed by something and you like studying a thing.Simon Hørup Eskildsen: The origin of this was that at some point I read an interview with some IOI gold medalistswyx: Uhhuh,Simon Hørup Eskildsen: and it's like, what do you do in your spare time? I was just like, I like looking at maps.I was like, I feel so seen. Like, I just like love, like swirling out. I was like, oh, Canada is so big. Where's Baffin Island? I don't know. I love it. Yeah. Um, anyway, so the traits of P 99, P 99 is obsessive, right? Like, there's just like, you'll, you'll find traits of that we do an interview at, at, at, at turbo puffer or like multiple interviews that just try to screen for some of these things.Um, so. There's lots of others, but these are the kinds of traits that we look for.swyx: I'll tell you, uh, some people listen for like some of my dere stuff. Uh, I do think about derel as maps. Um, you draw a map for people, uh, maps show you the, uh, what is commonly agreed to be the geographical features of what a boundary is.And it shows also shows you what is not doing. And I, I think a lot of like developer tools, companies try to tell you they can do everything, but like, let's, let's be real. Like you, your, your three landmarks are here, everyone comes here, then here, then here, and you draw a map and, and then you draw a journey through the map.And like that. To me, that's what developer relations looks like. So I do think about things that way.Simon Hørup Eskildsen: I think the P 99 thinks in offs, right? The P 99 is very clear about, you know, hey, turbo puffer, you can't run a high transaction workload on turbo puffer, right? It's like the right latency is a hundred milliseconds.That's a clear trade off. I think the P 99 is very good at articulating the trade offs in every decision. Um. Which is exactly what the map is in your case, right?swyx: Uh, yeah, yeah. My, my, my world. My world.Alessio: How, how do you reconcile some of these things when you're saying you bend the will the computer versus like the trade

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: I replace all sorrow with light-hearted fun.   Today's Oracle of Motivation: Do you automatically say "I'm sorry" for little things that happen by accident? What if you replace "I'm sorry" with "Surprise!" instead? When you say you're sorry, most often you have no reason to be, and the person you are apologizing to doesn't want you to be sorry either. By saying "surprise," you restore a light-hearted and fun energy to a situation that negativity gremlins might otherwise conquer. Give it a try :)   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

From the cultural, colonial, and maritime lore of New England comes a new set of oracle decks, steeped in the tea of our ancestors: The Lantern by Laura Tempest Zakroff. These hand-painted images by the artist and author glimmer with magic from the land and its spirits, as well as the spirits of the sea.https://www.kickstarter.com/projects/lapanthere/the-lanternThis episode sponsored by Blackthorn's Botanical Shadow Work, Available now for pre-order.

In today's Cloud Wars Minute, I explain why Oracle's massive RPO growth proves demand for AI infrastructure is real, not a bubble. Highlights 00:00 — For the last several weeks, we've all been hearing gloom and doom, there's going to be AI overcapacity for data centers, and then talking about all these things that Oracle can't do. I want to talk about this in the context of Oracle's terrific Q3 numbers that came out earlier this week. I hope what they'll do as a residual effect is shut the pie holes of some of these just lame-brain skeptics . 01:15 — So I hope some of those people either be quiet, get off to the sidelines, or maybe think a little bit more about how the world is changing, and the tech vendors, especially the ones in the Cloud Wars Top 10, have to change to meet these new times. So let me describe some of what's behind that in these big numbers from Oracle. 01:38 — Like I said, there is RPO, remaining performance obligation, up 325%. It added $29 billion of new RPO in the quarter. The cloud business, 44%. It's $8.9 billion, very, very strong there. Inside some of those numbers, its multicloud database up 531%. It's a huge jump. That's where Microsoft, Amazon, and Google Cloud all sell the Oracle database to their customers. 02:22 — So a big, big business there, the AI infrastructure business overall up 243%, and the RPO is now up $553 billion, well over half a trillion dollars of contracted business that Oracle has not yet recognized as revenue. So it shows enormous growth for the future. Yet in spite of all these things, we've heard relentlessly from these Chicken Little types. 03:04 — First, that there's an AI data center buildout. This is all a bubble. It's going to explode. There's all these hundreds of millions of dollars in CapEx chasing a dream that will never happen. We've heard a lot about that Oracle, which earlier this year said it's going to use debt financing to fund its data center expansion. That that's terrible. 04:18 — Oracle's wildly profitable. It's in great shape on this. There are still other cry babies who are running around saying that the new CEOs aren't ready to handle this. They were supremely in charge on this earnings call, very, very clear, concise descriptions of the strategy and what's going forward. 05:02 — Now, looking ahead this fiscal year, which ends May 31, Oracle's projecting total revenue $67 billion. A year out from that, fiscal 27, it's projecting total revenue for the company of $90 billion. So the whole company growing 34%, turbocharged by what it's doing in the cloud and AI. This is an extraordinary time to be alive. Don't listen to the doom and doomsday folks. Visit Cloud Wars for more.

Realities Remixed, formerly know as Cloud Realities, launches a new season exploring the intersection of people, culture, industry and tech.After years of remote‑first work built on swift trust, companies are asking a harder question: what does a organization really stand for when people rarely show up together? As AI accelerates change, leaders are rethinking presence, team design, and collaboration to fuel trust, innovation, and growth. This week, Dave, Esmee, and Rob are joined by Dr. Tim Currie, disruptor, author, innovator, and advisor, to examine transformation versus trust, the role of AI, and whether organisations can truly build culture without deeper human connection. TLDR00:42– Introduction01:10 –  Hang out: New film releases07:17 – Dig in: The trust gap in remote work17:57 – Conversation with Dr. Tim Currie54:07 – The Wizard of Oz at the Sphere in Las Vegas and staying connected GuestDr. Tim Currie: https://www.linkedin.com/in/dr-tim-currie-37756a/Book Swift Trust: https://swifttrustbook.com/HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

Amazon is fighting Perplexity over the startup's shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta's AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Amazon goes after Perplexity's agents - Meta's scattered AI strategy - Oracle earnings Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 797: Neal and Toby chat about Amazon calling an internal meeting to address a string of AI coding errors. Is this doing more harm than good? Then, Oracle reports another strong quarter but investors are cautious of its commitment to data centers. Also, Fabletics is launching a denim collection as athleisure is falling out of style. Meanwhile, a startup company wants to build huge mirrors to light up the night with more sunlight. Finally, Miami Heat's Bam Adebayo scores 83 points in a single game. Wowza. Learn more at taxact.com/business-returns Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami discuss ongoing market volatility and rotation, noting persistent software underperformance versus semiconductor strength, with a brief IGV rebound from late-February lows that has faded as investors return to AI and semis when risk feels “all clear.” They highlight IGV's concentration in Microsoft, Palantir, Salesforce, and Oracle, and focus on Microsoft's lack of a meaningful bounce and key technical levels. The conversation also examines Palantir as a valuation-sensitive “story stock” amid narratives around war-driven demand and government contracts. They preview Oracle's earnings against concerns about AI infrastructure commitments, remaining purchase obligations, margins, and negative cash flow, alongside questions about OpenAI funding and potential diversification of tenants. They close by warning that repeated shallow selloffs may be reinforcing dip-buying and speculative “bubble” behavior despite Mag 7 cooling. Article Mentioned Oracle and OpenAI End Plans to Expand Flagship Data Center (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

If culture moves at the speed of TikTok, then today's CMO has to move just as fast. This week, Jim is joined by Sofia Hernandez, Global Head of Business Marketing and Commercial Partnerships at TikTok. Since launching in the U.S. in 2018, TikTok has reshaped culture, content, and marketing. And its mission, to inspire creativity and bring joy, has fueled extraordinary growth, even as the company has navigated controversy and major shifts, including the recent acquisition of TikTok U.S. by a consortium of investors including Oracle, Silver Lake, and MGX. The platform now reaches more than one billion users globally and has grown into a multi-billion-dollar advertising business, generating an estimated $33 billion in ad revenue in 2025.Sofia has spent the past six years helping build TikTok's business during one of the most dynamic growth periods in tech. In her role, she helps brands around the world show up effectively on one of the most culturally influential platforms in the world. Before TikTok, Sofia served as Chief Client Officer at the consumer insights platform Suzy and began her career in advertising at Publicis, later spending five years at BBDO. An activist at her core, Sofia also speaks openly about representation in tech, where Latinas hold roughly 1% of executive roles, and she is deeply committed to fostering inclusion across the industry.Tune in for a conversation with a leader who believes today's CMOs must evolve into enterprise leaders who connect culture, creativity, and business results.—Learn more, request a free pass, and register at iab.com/newfrontsPromo Code for free access: CMOPODNEW26*Note: promo code is exclusive for brand and agency, brand marketers and media buyers. IAB reserves the right to cancel any registrations that don't meet this criterion. —This week's episode is brought to you by IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oracle's shares climbed 9 per cent on Tuesday after the database group posted better than expected earnings, and we discuss how American businesses are navigating soaring energy prices. Plus, the higher costs to insure tankers traversing the Strait of Hormuz, and the FT's Antoine Gara explains why investors are ditching private credit funds. Mentioned in this podcast:Oracle shares rally on strong revenue forecast from AI data centresSoaring fuel prices expected to cast long shadow across US economyLloyd's of London says it will still insure ‘basically anyone' in the GulfInvestors ditch private credit funds on rising worries over bad loansRetail investors shun private credit funds after Blue Owl gatingNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Fiona Symon, Victoria Craig, Sonja Hutson and Saffeya Ahmed. Our show was mixed by Kent Militzer. Additional help from David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Google has been shipping relentlessly across Gemini models, world models, multimodal tools, and Workspace updates, but the release getting the most attention from developers may actually be the new Google Workspace CLI. NLW explains why command line interfaces are suddenly central to the agent era, why developers are rethinking MCP and other abstraction layers, and how Google is quietly positioning Gemini by making its ecosystem easier for agents to use. In the headlines: Meta hires the Moltbook team, Nvidia backs Mira Murati's new lab, Oracle earnings calm AI infrastructure fears, and Amazon blocks Perplexity shopping agents.Learn more about AGENT MADNESS: Our 64-Bracket tournament to find the coolest Agent of 2026 https://www.agentmadness.ai/Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mercury - Modern banking for business and now personal accounts. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mercury.com/personal-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AIUC-1 - Get your agents certified to communicate trust to enterprise buyers - ⁠https://www.aiuc-1.com/⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

March 11, 2026: Amazon corporate workers say the company's AI push is creating more work, not less — with surveillance dashboards tracking every click and promotion criteria now tied to AI adoption. Oracle's Larry Ellison became one of the first Fortune 500 CEOs to explicitly confirm on an earnings call that AI tools are reducing his headcount — while the company carries $100 billion in debt and negative free cash flow. A new UBS report finds 63% of U.S. entrepreneurs are planning to exit their businesses in the next five years, an exit wave nobody is connecting to AI-driven workforce disruption. And as layoffs accelerate, the unemployment insurance system — unchanged since FDR built it in 1935 — is failing to reach 75% of the workers it was designed to protect.

Carl Quintanilla and Jim Cramer delved into two big stories of importance to investors and consumers: With the Iran conflict sparking energy market volatility, the price of crude rose despite reports of International Energy Agency plans for a record release of oil from its strategic reserves. February CPI showed consumer inflation up 2.4% from a year ago — but the data had been collected prior to the Iran war. Oracle shares surged on a Q3 beat and raised revenue guidance. The anchors explored what it all means for the AI trade and the software "SaaS-pocalypse." Also in focus: Nvidia to invest $2 billion in Nebius, JPMorgan Chase limits private credit lending, Microsoft backs Anthropic's lawsuit against the Pentagon, Campbell's in the soup.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.   Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex at risk? Inflation steady in February, but the Fed will have to reconcile high energy prices in next week's rate decision. Plus, Oracle looks to be in safer waters after its big third quarter beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets grapple with surging oil prices and geopolitical uncertainty as investors weigh the economic impact of a potential energy shock and rising inflation pressures. Plus, portfolio managers emphasize holding dry powder while positioning in megacap growth and cyclical sectors tied to commodities. Later, strong Oracle results revive parts of the AI infrastructure trade while economists debate whether AI will prove inflationary in the near term before delivering longer term productivity gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: I am happy and free because I am me.   Today's Oracle of Motivation: Resistance gremlins sometimes surge in the form of insecurity. Unload your machine gun of confidence to defeat them! When you believe in yourself, there is no need to convince others. Johnny might have bigger muscles and a sweet Fu Manchu, and Milly might have bathtubs full of Benjamins, but comparison is the thief of joy. Move forward with the confidence of a bare-ass toddler running around with his diaper on his head! When you love and accept your differences, the world will love and accept you.   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

As war in the Middle East pushes oil prices up, the price of jet fuel rises too. And that means air travel could get more expensive. The catch? Airlines are responding unevenly. In this episode, airlines balance pinched consumers with climbing fuel costs. Plus: Small business owner uncertainty is at its highest level in decades, investors scrutinize Oracle's AI spending, and a Minneapolis cafe owner switches to a pay-what-you-can model amid ongoing ICE operations in the area.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

As war in the Middle East pushes oil prices up, the price of jet fuel rises too. And that means air travel could get more expensive. The catch? Airlines are responding unevenly. In this episode, airlines balance pinched consumers with climbing fuel costs. Plus: Small business owner uncertainty is at its highest level in decades, investors scrutinize Oracle's AI spending, and a Minneapolis cafe owner switches to a pay-what-you-can model amid ongoing ICE operations in the area.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Shares of Oracle on the move after reporting results. The latest numbers from the quarter, and what the company is saying about its data center construction. Plus, a wild day for stocks as investors digested the latest developments in the Middle East. The impact on energy prices, and how a top investment strategist is navigating the volatility. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored the moves in stocks and crude oil after Monday's volatile session, which saw the Dow finish higher after a 1,100-point swing — and WTI Crude fall sharply after surging close to $120/barrel. The anchors reacted to the catalyst: President Trump said the Iran war could end "very soon." The AI trade also in the spotlight as Wall Street braces for Oracle's quarterly results due out after Tuesday's close of trading. Also in focus: Anthropic sues the Pentagon, Amazon's bond sale, assessing the rough trade for alternate asset managers and software providers, The 17th anniversary of the "Haines Bottom" — and how high stocks have soared since the late Mark Haines' market call.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight.    Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accommodate Nvidia's next-gen chip? Plus, defense stocks have been outperforming the tech trade this year, but is there more room to run? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Iran war into its tenth day, Carl Quintanilla and Jim Cramer discussed a rough start to the week for stocks, with WTI Crude surging past $100/barrel for the first time since 2022. The anchors discussed navigating the markets in the wake of Middle East tensions, along with the spike in gasoline prices and how high they could go. Also in focus: President Trump's message on the oil price surge, credit concerns hit SoftBank shares, market bright spots, Oracle leads this week's earnings calendar, Hims & Hers soars on its agreement with Novo Nordisk.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.