Podcasts about Palantir

Episode 4160 │ June 27, 2026 A chairman for life, $17 billion unaudited, and a founding member the ICC wants for killing children. They call it, The Board of Peace. WHAT THIS EPISODE COVERS Dispatch Two of The Eighteenth Brumaire of Donald Trump follows the permission structure documented in Dispatch One into the architecture behind it — tracing the Board of Peace, a privately governed institution chaired for life by President Trump with $17 billion in unaudited sovereign donations held at JP Morgan, no democratic accountability, and a founding member who accepted his seat by phone because Switzerland was legally obligated to arrest him for crimes against humanity if he landed, and the Pentagon technology architecture now being consolidated under a civilian whose own words name Peter Thiel's Palantir as the future of American defense. Scott Kesterson then maps the Peter Thiel network — co-founder of PayPal, Facebook's first outside investor, founder of Palantir, co-founder of the Dialog Society that has operated secretly for 20 years, funder of JD Vance's Senate campaign, and publisher of the 2009 essay stating democracy and freedom are incompatible — against the documented placements of Thiel-connected figures throughout the Trump administration, the Pentagon AI architecture, and the Board of Peace. The episode closes with the Brumaire mechanism named precisely: the most sophisticated influence operation is not the one that lies about the problem — it is the one that tells the truth about the problem and controls the map to the solution. KEY QUESTIONS ADDRESSED  What is the Board of Peace — who chairs it for life, who holds its $17 billion in unaudited donations, why could one of its founding members only accept his seat by phone, and where does the $400 million Qatari aircraft go when Trump leaves office? What is the documented relationship between Peter Thiel, JD Vance, Emil Michael at the Pentagon, Palantir's AI targeting architecture, and the Dialog Society — and what does Thiel's own published statement that democracy and freedom are incompatible mean for the institutions being dismantled around it? What is the Brumaire mechanism — and how does the pattern Marx documented in 1852 France, that Paine lived and nearly died for, map onto the America First movement's energy being used to demolish the institutional architecture that constrained the very billionaire class the movement was supposed to challenge? BABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Sentinel Framework v3 — the analytical methodology built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740  

SPONSORS: 1) SHOPIFY: Sign up for your one-dollar-per-month trial today at shopify.com/julian 2) MARS MEN: For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://Mengotomars.com. JOIN PATREON FOR EARLY UNCENSORED EPISODE RELEASES: https://www.patreon.com/JulianDorey CLIPPERS DISCORD: https://discord.gg/8QmWEKJ3BT (***TIMESTAMPS in Description Below) ~ Anthony Pompliano is an Operation Iraqi Freedom veteran, venture capitalist, YouTuber, writer & investor. POMP'S LINKS: - TWITTER: https://x.com/apompliano?s=21&t=5fXT2gjxOw5SVv4h7J1URA - INSTAGRAM: ​​https://www.instagram.com/pompglobal/?hl=en - YOUTUBE: https://www.youtube.com/@AnthonyPompliano - SUBSTACK: https://pomp.substack.com/ FOLLOW JULIAN DOREY INSTAGRAM (Podcast): https://www.instagram.com/juliandoreypodcast/ INSTAGRAM (Personal): https://www.instagram.com/julianddorey/ X: https://twitter.com/julianddorey JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 0:00- AI, Inflation & Palantir 10:44 - Inflation Crisis Explained 22:45 - AI Jobs & Birth Rates 33:22 - AI Replacing Jobs 43:17 - Trump, Mamdani & AI 55:32 - Palantir & AI Investing 1:08:19 - Facial Recognition & Surveillance 1:17:58 - Elon Musk, Peter Thiel & AI 1:32:26 - Peter Thiel & Javier Milei 1:42:34 - Middle Class Collapse 1:54:00 - AI Regulation 2:02:32 - Peter Thiel & Bitcoin 2:11:44 - Epstein Files & Brian Johnson 2:25:42 - Epstein Cover-Up & Howard Lutnick 2:35:21 - Corruption, Power & Politics 2:45:21 - Jeff Bezos & Parenting 2:53:15 - AI Data Centers 3:05:31 - AI Energy Crisis 3:15:40 - Data Centers Debate 3:24:24 - Humanoid Robots & AI 3:32:01 - Pomp's Work CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef Julian Dorey Podcast Episode 440 - Anthony Pompliano Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Marta Havryshko, a Ukrainian historian and activist, discusses the complex internal and geopolitical realities of the Russia-Ukraine war. Havryshko highlights the controversial glorification of Nazi collaborators in modern Ukraine and the subsequent suppression of academic research that challenges these nationalist narratives. She critiques the Western media for ignoring human rights violations, such as the brutal forced conscription of Ukrainian men and the influence of far-right battalions. The conversation further explores how global corporate interests and Western political elites utilize Ukraine as a proxy to strategically weaken Russia. Ultimately, she warns that the dehumanization of dissenting voices and the escalation of military rhetoric risk a broader, more catastrophic global conflict. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopolitics Expat Money (FREE “Plan B” Report!) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites X https://x.com/HavryshkoMarta Facebook https://www.facebook.com/profile.php/?id=61578894123458 Responsible Statecraft https://responsiblestatecraft.org/author/martahavryshko About Marta Havryshko Marta Havryshko is a U.S.-based author and researcher focused on Ukrainian nationalism, the far right, and the Russo-Ukrainian War. Havryshko holds a PhD in History from the Ivan Franko National University of Lviv in Ukraine. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

This week, the AI industry continues its speedrun toward becoming the tech equivalent of a late-stage casino. Elon Musk insists reports of aid-cut-related deaths don't exist despite mountains of evidence, SpaceX stock slides far enough to knock him out of the trillionaire club, and a startup is literally suing the U.S. government because Anthropic's Fable 5 model got turned off after three whole days of availability. Once again, we revisit the First Commandment of Grumpy Old Geeks: never build your company on someone else's platform.Meanwhile, gas stations are being accused of using AI to coordinate prices, corporations are discovering that AI tokens cost actual money, and a Microsoft researcher used goats in Age of Empires II to demonstrate that maybe, just maybe, people are projecting way too much intelligence onto chatbots. The goats emerge with their reputations intact. The AI industry, less so.The workforce bloodbath rolls on as Oracle quietly sheds 21,000 employees while blaming AI, Norway bans generative AI for elementary school students after discovering that children should probably learn to read before outsourcing their homework to robots, and the FCC flirts with rules that could effectively kill anonymous burner phones in the name of fighting scams. Over at Meta, an employee surveillance program accidentally exposed sensitive data to the entire company because of course it did, while Zuckerberg continues his relentless quest to strap cameras to everyone's face and call it progress. Add in YouTube settling another social-media-harm case, Chrome finally kneecapping traditional ad blockers, and prediction markets spreading across tech like mold in a college apartment, and it's becoming increasingly clear that every bad idea eventually gets funded.In transportation news, autonomous vehicles continue demonstrating that "mostly works" is not a reassuring phrase when attached to two tons of moving metal. A Tesla on Autopilot crashes into a home and kills a grandmother, Rivian faces lawsuits over self-driving promises its hardware allegedly can't fulfill, and Waymo recalls thousands of robotaxis after they developed an unfortunate habit of driving into closed freeway construction zones. Elsewhere, Elon and Bezos are eyeing billions in broadband subsidies, Polymarket is accused of paying influencers to fake betting videos and climate data archivists are preserving public information from political interference.Media recommendations include The Mandalorian, Silo, Strange New Worlds, Dungeon Crawler Carl, and a reminder that Firefox may soon be the last refuge for people who enjoy both the internet and ad blockers. Some weeks the future feels exciting. This week it mostly feels like an extended warranty scam.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private 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/752Watch on YouTube at https://youtu.be/PGXG0Cjj9T8SHOW NOTESThese Are the Headlines That Elon Musk Says Don't ExistSpaceX Stock Has Fallen So Far That Elon Musk Is No Longer a TrillionaireSomeone Is Suing the U.S. For Making Them Go Without Anthropic's Fable 5 ModelSuit Alleges That Gas Stations Use AI to Hike Gas PricesThe Tokenpocalypse Is Here: Companies Are Scrambling To Stop Spending So Much on AIFrustrated Microsoft Researcher Uses Goats in ‘Age of Empires II' to Demo the Absurdity of LLMsKEVIN THE CUNTOracle laid off 21,000 employees over the past year, citing AI as one of the reasonsNorway imposes broad restrictions on AI for elementary school kidsFCC plans ID mandate that could block anonymous use of prepaid burner phonesMeta is 'pausing' employee tracking program after it let the whole company see sensitive dataMeta announces new smart glasses starting at $299, as Zuckerberg keeps pushing wearablesYouTube settles early test case over social media harm to childrenA Tesla crashed into a Texas home, killing a 76-year-old grandmotherGrandma Got Run Over by a Reindeer by Elmo & PatsyRivian faces a class action lawsuit over self-driving in its early vehiclesWaymo recalls over 3,800 robotaxis that might drive onto closed freewaysElon Musk and the plot to hijack America's broadbandPolymarket has reportedly been paying creators to post fake betting videosMark Zuckerberg wants Meta to launch its own prediction marketFacebook tests Forecast, an app for making predictions about world events, like COVID-19Climate.USUS's climate.gov site, taken down by Trump, relaunched by nonprofitThe Trump Administration Wants to Know If It Should Regulate Bets on Reality ShowsThe Pirate Bay for Strange New WorldsGoogle Chrome's next update will mark the end of popular ad blockers‘Dungeon Crawler Carl' Gets Straight-to-Series Order at Peacock From Seth MacFarlane's Fuzzy DoorTrackalotSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

You know, Palantir, right? And you know Alex Karp, Palantir's deranged CEO? Have you read his manifesto? Well, I have! Do you want to know what he says? Then gather around for today's episode of The Corbett Report!

You know, Palantir, right? And you know Alex Karp, Palantir's deranged CEO? Have you read his manifesto? Well, I have! Do you want to know what he says? Then gather around for today's episode of The Corbett Report!

In today's Cloud Wars Minute, I look at why two of the fastest-growing Cloud Wars companies are joining forces around data, AI, and industry solutions. Highlights 00:03 — When heavy weather rolls in, it's good to have friends around. It's good to have partnerships, and I don't think the AI Revolution is so much heavy weather, but that depends on how well prepared businesses are to take advantage of it, how aggressively, how thoughtfully they're moving into this AI Revolution. 00:41 — It's interesting, Google Cloud and Palantir, on the Cloud Wars Top 10, these are the two fastest-growing companies. Google Cloud grew 63%; Palantir grew 70%. Palantir's commercial business grew 133% in the first quarter, so they've got enormous momentum. 01:30 — The Palantir Foundry platform for enterprise data management is now available on Google Cloud infrastructure and on the Google Cloud Marketplace. Google Cloud and Palantir have built connectors between Foundry and Google Cloud's BigQuery, allowing data from those platforms and others to be pulled together for businesses to analyze. 02:09 — Not just the technical integrations, which have to happen, but also this desire for these two companies to say, "We're going to jointly develop industry-specific solutions around data and AI for vertical markets." The first two they picked are retail and financial services. 03:15 — This is a dream partnership, I think. And it's also probably an example of how, with the enormity of the prospects of what can happen here in the AI Revolution, we're going to see more of the Cloud Wars Top 10 companies form these sorts of wide-ranging partnerships. 04:19 — There's a big emphasis from both of these companies on keeping things open and fully accessible for whichever specific routes customers want to take. We're seeing these inextricably bound connections here through this partnership of data, which is the fuel for AI, helping companies transform into AI-powered enterprises. Visit Cloud Wars for more.

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode  US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access  HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html  Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html  MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results  SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html  

What makes a great founder?Sandy Kory has spent decades trying to answer that question. As the founder of Horizon, he's backed companies like Palantir, BillionToOne, Canva, BaseTen, and SendCutSend long before they became breakout successes.In this episode, Sandy shares the unconventional framework he uses to identify exceptional founders, why he ignores most pitch decks, why talent density matters more than almost anything else, and how he developed conviction in companies years before the market recognized them.KEY HIGHLIGHTS-Why Sandy invested in Palantir before the company had a clear business model-The founder traits he looks for before reviewing a pitch deck-How he discovered BillionToOne at a $4 million valuation-Why talent density is the most important metric in a startup-Missionary vs. mercenary founders-The role of intellectual honesty in building great companies-How Sandy evaluates founders in the first 20–60 minutes-Why he believes early-stage investing remains highly inefficient-The SendCutSend story and backing an overlooked manufacturing company-How AI may change venture capital—and what won't changeTIMESTAMPS00:00 Introduction08:46 The Palantir Investment Story23:22 Finding BillionToOne Early36:00 Sandy's Founder Evaluation Framework47:07 Missionaries vs. Mercenaries53:18 Hiring, Talent Density & Red Flags01:09:25 AI, Investing & The Future01:19:29 The SendCutSend Story01:34:03 Advice for Founders & Closing ThoughtsFollow Tommy: https://x.com/Shaughnessy119Follow Sandy: https://www.linkedin.com/in/sandykory/

Dialog, the pet Bilderberg style secret society of Peter Thiel, is now an open secret. Is that a good or bad thing for PT and friends? The countercultural capture of the online world has to be recognized.    Topics include: confusion, technological change, AI, AGI, possibility of Technological Singularity, economic bubble, practical applications and reasons for AI, Libertarianism is useless, enshitification of internet, Dialog secret society, Bilderberg, Peter Thiel, secret societies, Elon Musk as proof of concept for building Tech Oligarch cult of personality, elites of recent past, Palantir, US technocratic takeover, online content creators are the new propagandists, useful idiots and conscious agents, MAGA trojan horse worked, transhuman future, transhumanism, forcing masses into metaverse life, living in Roblox, luxury bunkers, true globalists, possibility that counter cultural social media accounts are actually helpful to the establishment, Conspiracy Culture thoroughly hijacked

Age of Transitions and Uncle The Podcast 6-19-2026 AoT#497Dialog, the pet Bilderberg style secret society of Peter Thiel, is now an open secret. Is that a good or bad thing for PT and friends? The countercultural capture of the online world has to be recognized. Topics include: confusion, technological change, AI, AGI, possibility of Technological Singularity, economic bubble, practical applications and reasons for AI, Libertarianism is useless, enshitification of internet, Dialog secret society, Bilderberg, Peter Thiel, secret societies, Elon Musk as proof of concept for building Tech Oligarch cult of personality, elites of recent past, Palantir, US technocratic takeover, online content creators are the new propagandists, useful idiots and conscious agents, MAGA trojan horse worked, transhuman future, transhumanism, forcing masses into metaverse life, living in Roblox, luxury bunkers, true globalists, possibility that counter cultural social media accounts are actually helpful to the establishment, Conspiracy Culture thoroughly hijackedUtp#403Uncle is back, and the Crack Room is lively. Topics include: World Cup ref shirt colors, TikTak, return to Human Computer, bright colorized nature photos for streams, clear hair shoebox hat, lively chat rooms, Baja Blast, Large Hadron Collider, public access TV, German pub Ochelli Radio Network fans, Scottish soccer fans in Boston, Mets and Tigers MLBFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/---BE THE EFFECTCash APP$TheOchelliEffectMrs.OLUNA ROSA CANDLEShttp://www.paypal.me/Kimberlysonn1Become a supporter of this podcast: https://www.spreaker.com/podcast/the-ochelli-effect--4331265/support.BE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelliAnything is a blessing if you have the meansWithout YOUR support we go silent

A Palantir Technologies, cofundada por Peter Thiel e liderada por Alex Karp, emergiu como uma das empresas tecnológicas mais influentes na área da defesa e vigilância global. Para conhecer melhor esta empresa, conversamos com a jornalista Catarina Maldonado Vasconcelos que na revista escreveu um texto em que se explica o que é a PalantirSee omnystudio.com/listener for privacy information.

L'AGI est peut-être déjà là et son arrivée est passée quasi inaperçue. Google DeepMind vient de publier une feuille de route en 60 pages vers la super-intelligence, et personne n'en a parlé. C'est le point de départ d'un débat exceptionnel avec Laurent Alexandre, Wallerand Moullé-Berteaux et Alexandre Tsicopulos.On a tout mis sur la table : Trump qui débranche les modèles d'Anthropic et prouve que l'Europe ne contrôle rien, la France qui investit 655 millions pendant que la Silicon Valley brûle 3 milliards par jour, le dilemme Palantir vs souveraineté, l'emploi, Milei qui propose des sociétés sans humains, et Sanders et Trump d'accord pour la première fois sur qui doit posséder l'IA.Un entretien dense et sans filtre

Alternate Current Radio Presents - Boiler Room - Learn to protect yourself from predatory mass mediaThe Boiler Room crew returns to explore the accelerating transformation of modern society under what can only be described as a new form of digital feudalism. While governments continue to promise transparency, accountability, and democratic governance, a parallel system of power is emerging through artificial intelligence, surveillance technologies, defense contractors, financial institutions, and the expanding influence of technocratic elites.This week, Hesher is joined by Adam “Ruckus” Clark, Spore, Mark Anderson, and Sam Chaney for a wide-ranging discussion covering AI-generated narratives, massive data center expansion, autonomous weapons systems, and the growing integration of surveillance technologies into everyday life. The crew examines Leonardo's ELSAG SignalTrace platform and its relationship to FLOCK camera networks, raising important questions about privacy, constitutional rights, and the normalization of mass data collection.Additional topics include Peter Thiel's newly exposed secretive dialogue network, Palantir's expanding influence, SpaceX IPO speculation, migration tensions in Europe, Albanian protests, the controversial Lincoln Reflecting Pool renovation project, autonomous drone warfare, and the increasingly blurred line between public governance and private power.The conversation also revisits the long-running issue of U.S.-Israel relations, congressional remarks regarding the USS Liberty, geopolitical tensions surrounding Iran, and the role of media narratives in shaping public perception during times of crisis.As technology, finance, intelligence, and government become increasingly intertwined, are we witnessing the birth of a new empire—one built not on territory, but on data, algorithms, behavioral prediction, and digital control?Tune in for another packed edition of Boiler Room as we connect the dots behind the headlines and examine the systems reshaping the future.Featured TopicsDigital Feudalism and the emerging technocratic orderAnthropic AI and synthetic information ecosystemsSpaceX IPO speculation and financialization trendsData center expansion and strategic infrastructurePeter Thiel's secretive Dialogue networkPalantir and the technocratic eliteFLOCK surveillance systemsLeonardo's ELSAG SignalTrace technologyMass data collection and privacy concernsWorld Cup surveillance infrastructureAutonomous drones and modern warfareDirected-energy weapon systemsTrump, UFC, and political spectacleMigration tensions in Ireland and EuropeAlbanian protests and political legitimacyLincoln Reflecting Pool renovation controversyUSS Liberty discussion and congressional remarksIran tensions and ongoing geopolitical maneuveringDisclosure Day and the evolution of UFO media narratives21WIRE's long-running Maps of Biolabs investigationsWebsite: https://alternatecurrentradio.comSupport: https://alternatecurrentradio.com/support/Merch: https://alternate-current-radio.creator-spring.com/

The last time George Tsilis talked about Palantir (PLTR) in October 2025, the stock was above $185. As of this week, the software giant slipped below $130. That said, George points to the company's substantial earnings growth and partnerships with other key AI firms like Nvidia (NVDA) as tailwinds. However, Palantir's valuation remains a key headwind even after its substantial sell-off so far in 2026. He also highlights key technical trends in the stock chart. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Andrew For America returns with an awesome episode filled with crazy clips and phrases that have been publicly uttered by some of your favorite "mover and shaker" world planners, WEF members, etc. In this episode, Andrew plays clips from Klaus Schwab, Yuval Noah Harari, Peter Thiel and Alex Karp of Palantir, Larry Fink, Lindsey Graham, Kamala Harris, Richard Verner, and others that sound much crazier than some of the conspiracy theories you've ever heard of! Andrew also plays a clip about the history of "bread and circuses,” Frank Wright on “world government,” and a clip from Aldous Huxley discussing the themes from his book, "Brave New World."The song selections are the songs, "Broken Record" and "Better Than That Now" by the band Automatic 7.Visit allegedlyrecords.com and check out all of the amazing punk rock artists!Visit soundcloud.com/andrewforamerica1984 to check out Andrew's music!Like and Follow The Politics & Punk Rock Podcast PLAYLIST on Spotify!!!Check it out here: https://open.spotify.com/playlist/1Y4rumioeqvHfaUgRnRxsy...politicsandpunkrockpodcast.comFollow Future Is Now Coalition on Instagram @FutureIsOrgwww.futureis.org

Verdens største IPO er i hus - og et regnestykke på AI-omsætningen bliver så vildt, at det nærmest lyder absurd: AI-laboratorierne tidobler omsætningen hvert andet år, og kører man den frem til 2033, ender man på to gange hele klodens BNP. Det er hele bull-casen for SpaceX, selv efter aktien poppede fra 135 til 212.   Ugens tema er Kevin Walshs første FED-møde. Markedet stemplede ham som høg og solgte ud - men har måske misforstået ham. Walsh vil ikke hamre renten op; han vil reformere hele FED og lade økonomien køre hot. Rammet ind af Elon Musks pointe om, at penge bare er en database - den ægte værdi er det, et samfund faktisk bygger. Og det vender en tommelfingerregel på hovedet: høj inflation er ikke længere gift for tech.   Derudover: skrøbelig våbenhvile i Iran, Michael Saylor tvunget til at købe obligationer tilbage, Trump der kobler Intel og Apple (+30%), Palantir der redder liv på et hospital, og Sea Limiteds nye AI-ven Migo. Plus ugens køb: Infineon, General Motors, Corning og Bitmine.   Denne episode er sponsoreret af Naluvi. Peter Jensen hjælper små og mellemstore virksomheder med alt inden for regnskab, rapportering og økonomi. Læs mere om de forskellige services på Naluvi.dk.   Denne episode er sponsoreret af Beyond11. Stærk nytænkende markedsføring til din virksomhed. Læs mere om hvordan Beyond11 hjælper din digital tilstedeværelse med rent faktisk at bryde igennem. Læs mere på Beyond11.com.   Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Download our App for Android and Apple here: https://onelink.to/8d3fhuChrist Is King: America After Trump — November 12–14, 2026 in Dallas, Texas. Tickets are limited. Register now to secure your seat!https://newchristianright.com/conference/SPONSORS:Paleovalley – If you're trying to eat clean but still need something convenient, these 100% grass-fed beef sticks are a solid option. High-protein, gut-friendly, and made without the junk found in most processed snacks.Use Code: NXR26 To Grab 15% off their Grass-Fed Beef Sticks here: https://paleovalley.com/promos/nxr-studios-multi-product-page?utm_source=youtube&utm_campaign=nxr

What happens when one of the world's largest enterprise software companies declares that it is no longer a software company, but an AI company? At SAP Sapphire, I caught up with James Bates, Head of Customer Advisory at SAP UK & Ireland, to discuss the company's vision for what it calls the Autonomous Enterprise and why this year's event felt different from any SAP conference before it. From standing-room-only AI sessions to bold declarations from SAP leadership, there was a clear sense that the conversation around AI has moved beyond experimentation and into the world of measurable business outcomes. In our conversation, James explained why so many organizations remain stuck in what he described as the experimentation phase of AI, despite years of investment and countless pilot projects. We explored why successful AI initiatives begin with business outcomes rather than technology choices and why data, governance, and process context have become the foundations of enterprise AI success. We also examined some of the standout announcements from Sapphire, including SAP's AI Agent Hub, the growing role of Joule as a new interface for work, and the company's expanding ecosystem of partnerships with organizations including Anthropic, NVIDIA, Microsoft, Google Cloud, Palantir, and Mistral. James shared why SAP believes the future lies in combining large language models with business context, process knowledge, and trusted enterprise data. The discussion also touched on real-world examples that demonstrate how AI agents are beginning to transform customer experiences, automate complex workflows, and support employees across finance, supply chain, and customer-facing operations. Rather than replacing people, James sees AI assistants and agents working alongside employees, removing repetitive tasks and helping teams focus on higher-value activities. We also explored the challenge many business leaders continue to wrestle with: how to balance autonomy with governance. As AI agents become more capable, maintaining visibility, accountability, and control becomes increasingly important. James shared why governance, trusted data, and strong business processes must remain at the center of every AI strategy. If you've been wondering whether enterprise AI is finally moving beyond the hype cycle and into meaningful business transformation, this conversation offers a fascinating perspective from the heart of SAP's AI strategy and its vision for the future of work. What role do you think AI agents will play inside your organization over the next few years? Share your thoughts.

CUJO is a podcast about culture in the age of platforms, from Emilie Friedlander and Andrea Domanick. You can learn more about it here.For fans of independent music, the Geese psyop allegations earlier this year raised an anxiety-provoking question: How much of our taste is our own, and how much of it is just a function of the music industry using a range of tactics (from the mundane, to the shadowy, to the straight-up fraudulent) to manufacture consent?  We held back from commenting on the story at the time because we were cooking up a longer response that we finally unveiled this week: a deeply researched, centuries-spanning history of the art and science of musical taste manipulation, spanning Tin Pan Alley sheet music scams, chart manipulation, streaming farms, the modern clipping economy, viral “trend simulation,” and more. Our hope was that shedding light on these historical persuasion tactics — and the psychological mechanisms that underpin them, from the mere-exposure effect to René Girard's mimetic theory of desire — would help our listeners make sense of a present where it can feel like everything on the internet is fake.The episode, titled “Free Clout for Sale,” is part of an exciting collaborative podcast project called Tranche that came out this week on Metalabel. Tranche is the brainchild of friend of the pod and Nothing But Respect cohost Harry Krinsky, who you may remember from our episode on the psychology of the modern Knick fan a few weeks back. As Harry describes it, it's basically a literary magazine, but instead of articles, you get podcast episodes. Listen to today's episode for an interview with Harry about the project and an excerpt from our contribution to it — and please consider supporting our work by purchasing Tranche 001, which gets you five episodes for just $5. Other entries include a history of the word “based” (from Naomi Zeichner and Eamon Whalen), a meditation on Eddington and the fate of the Western in the 2020s (with Nate Fisher and Eddie Averill), an aesthetic analysis of Praxis and the Palantir chore coat (featuring past CUJO guest Sam Venis), and a cross-generational analysis of major life milestones with CUJO regular Ben Dietz and friends. All proceeds will be split among contributors. Something we loved this week: This fascinating episode by the excellent podcast No Such Thing on the history of different corporate management styles and the problem of micromanaging at work, featuring The Drift editor and Harvard historian Erik Baker, author of the book Make Your Own Job: How the Entrepreneurial Work Ethic Exhausted America. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theculturejournalist.substack.com/subscribe

Charlie Fink, Ted Schilowitz, and Rony Abovitz take the full hour to work through the most consequential AI and spatial computing stories of the moment — unfiltered, in depth, and without the usual polite hedging that comes with having someone on to promote something. This is a pure news and commentary episode, and the news is strange enough that three experienced people sitting in a room still cannot fully account for it.AI XR News You Should Know:The OpenAI vs. Elon Musk case concluded without a clear ruling, but the more durable observation is what the whole saga revealed about Sam Altman. He has now survived being ousted by his own board (which he subsequently dismantled), a high-profile lawsuit from Elon Musk, and senior rivals leaving for government roles. Rony frames this through the Overton window — Altman studies what society is prepared to accept at any given moment and positions himself precisely there. Ted references a New Yorker profile that describes Altman as having a politician's gift for telling people what they want to hear until it becomes true. The financial architecture underneath the AI boom looks precarious on close inspection. SpaceX, widely assumed to be profitable, is losing five billion dollars a year. Anthropic is spending three dollars for every dollar of revenue it generates — and is paying SpaceX approximately one billion dollars a month for compute through roughly 2030. Rony's framing lands hard: two money-losing entities are funding each other while NVIDIA captures all the margin in between. Sequoia published a fifty-page analysis arguing the economics cannot work — while simultaneously holding positions in the companies it is critiquing. Google I/O delivered less on wearables than expected, but the real story was a deliberate strategic decision to put Gemini at the center of the company's entire product surface — effectively cannibalizing an eighty-two-billion-dollar search business before a competitor does it for them. The Innovator's Dilemma, run on purpose. On the hardware side, Android XR glasses are designed to be imperceptible as technology — thin temples, hidden camera portals, frames that belong in an optometrist's display case rather than a trade show floor. Rony notes that Google's glasses almost certainly incorporate Magic Leap optics, following a partnership announced in fall 2025. [00:00] – Cold open and episode framing: why there is no guest today and what the trio plans to cover.[04:15] – OpenAI vs. Elon Musk non-verdict: what the outcome (and lack of one) actually reveals.[09:30] – Sam Altman and the Overton window: Rony's read on how Altman has survived everything thrown at him.[16:00] – Anti-AI backlash on campuses: Eric Schmidt booed at University of Arizona, YouGov poll showing 69 percent of young people negative on AI, and what the demographic gradient means.[24:45] – SpaceX financials and the AI funding loop: the five-billion-dollar annual loss, Anthropic's burn rate, and Charlie's Ponzi scheme framing.[33:20] – Sequoia's fifty-page report and the ad model endgame: Ted's argument that Google wins because they already know the business model.[41:00] – Google I/O: the deliberate destruction of the search business, Android XR glasses, and why distribution beats specifications.[49:10] – AI accountability and the airplane analogy: Ted's line, Rony's "underground noise" from generals and CTOs, and the problem of regulatory vocabulary.[55:30] – Palantir, dual-use opacity, and the Lookout Mountain Air Force Station story: Rony on Jared Leto, classified film studios, and Cold War bunkers in Laurel Canyon.[01:01:00] – The success ledger: who is measuring impact, and what should actually count as winning.This episode is sponsored by Zappar and Mattercraft. Mattercraft is Zappar's web-based platform for building augmented reality experiences without an app. Find them at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.

Vicki Dobbs Beck, the former head of ILMxLab and a 34-year veteran of Lucasfilm/Disney, joins Charlie Fink, Ted Schilowitz, and Rony Abovitz for a candid look back at her incredible career navigating the tech and cultural shifts inside one of Hollywood's most powerful empires. Though she announced her retirement, it was quickly delayed to take an interim lead position at the George Lucas Educational Foundation's Lucas Learning, focusing on project-based simulations for middle school—a return to a career passion she started in the early 90s.Vicki shares the core, "rebel alliance" strategy that made ILMxLab a success—sustained innovation, industry acknowledgment, and financial self-sufficiency—and tells the terrifying story of pushing the Quest 1 headset to its absolute limits for the launch of Vader Immortal. She discusses the crucial lessons learned from pivoting the development to center the player in the story, transforming the experience from a "spatial film" to a personal journey, and the importance of slowing the pacing down for a new art form like VR.Before the interview, the hosts dissect a week of massive raises in AI (World Labs' $1B, Recursive Intelligence's $335M), the strategic shifts of tech giants like Palantir to Miami, and the intensifying race in wearables with Apple, Meta, and OpenAI all developing new devices like pendants and glasses.Key Moments00:03:17 – World Labs & Unity AI: Discussing the $1B World Labs raise for 3D world generation and Unity's plans to build AI into its game engine to make it accessible to non-developers.00:06:11 – The Miami Tech Hub: Rony Abovitz on why founders like Zuckerberg, Bezos, Larry, and Sergei are moving to Miami—it's more than just taxes, it's about a new “America strategy.”00:12:30 – Apple Watch as Wearables Base: Ted Schilowitz argues Apple already has the micro-technology (from the Apple Watch) to dominate the wearables space, but the underperformance of Siri held them back.00:27:00 – LaserDisc Learning: Vicki's early career in Lucasfilm Learning using cutting-edge but bulky computer-driven laser disc players for educational multimedia.00:28:57 – VR is 'Outsized': Ted's thesis that immersive technology has historically been overfunded and over-expected to return a profit, contrasting with the "rebel alliance" approach.00:34:45 – The Quest 1 Launch Scare: The terrifying moment before the Vader Immortal launch when a tiny software update broke the app because ILMxLab had pushed the Quest hardware to its absolute maximum.00:42:11 – The Void & Full VR Power: Charlie, Ted, and Vicki discuss why location-based VR like Star Wars: Secrets of the Empire (The Void) represents the exotic, "Ferrari version" of VR that most commercial users never experience.This conversation is a masterclass in pioneering entertainment technology. Vicki Dobbs Beck's experience shows that the path to a sustainable, breakthrough product like Vader Immortal requires a clear, rebel-alliance-style strategy, a willingness to pivot on core design principles (spatial film vs. player-centric experience), and a deep understanding of the hardware's limits—or lack thereof. It highlights the essential tension between commercial scale and the pursuit of the 'ultimate' immersive experience.Catch the AI XR Podcast where you get podcasts and watch full video episodes on YouTube. https://youtu.be/vguuHDmaSbsThis episode of The AI XR Podcast is brought to you by Zappar, the folks behind Mattercraft. Mattercraft is the leading visual development environment for building immersive 3D web experiences for mobile, headsets, and desktop, and now features an AI assistant to help you design, code, and debug in real time right in your browser. Start building smarter at mattercraft.io. Listen and subscribe to The AI XR Podcast wherever you get your shows. Hosted on Acast. See acast.com/privacy for more information.

A guerra está mudando de forma.Hoje, sistemas de inteligência artificial já ajudam militares a cruzar dados, identificar alvos e acelerar decisões que antes levavam horas ou dias. Imagens de satélite, sinais de celular, interceptações e posições de tropas agora podem ser processados em segundos por softwares como o Maven, usado pelo Pentágono para transformar informação em alvos.Mas o ponto mais perturbador não é apenas a velocidade.É o que acontece quando uma inteligência artificial criada para obedecer princípios de segurança, supervisão humana e limites éticos passa a ser conectada a uma cadeia militar de decisão. Uma máquina feita para hesitar pode acabar sendo usada justamente para eliminar a hesitação.Neste vídeo, a gente conta a história do Maven, da Palantir, da Anthropic, do Claude e da entrada definitiva da inteligência artificial no centro da guerra moderna. Dos quatro cliques necessários para autorizar um ataque até os planos para sistemas totalmente autônomos, o que está em jogo não é só o futuro dos drones, dos algoritmos ou dos exércitos.É o futuro da decisão humana sobre quem vive e quem morre.A pergunta não é mais se a inteligência artificial vai chegar ao campo de batalha.Ela já chegou.A pergunta agora é: quem ainda está no controle?

SpaceX just paid $60 billion for Cursor. On this week's Bricks, Bucks & Bytes, Patric wasn't buying the logic:"Why in the world would you buy an independent gas station chain and think that makes you more competitive with your bigger oil producing rival?"His take: Cursor is a reseller of tokens. Owning it doesn't make you a better model company — just a bigger, more exposed gas station.We also dug into Autodesk's $3.6B MaintainX deal, why Palantir won't win construction, and the $8 trillion data center buildout.Full episode out now.

The AI hype train keeps shedding wheels this week. KPMG managed to publish a report about the transformative power of AI that was apparently riddled with hallucinations, fake citations, and imaginary products, proving once again that asking a stochastic parrot to do your homework is not a substitute for actual research. Meanwhile, Americans are using AI faster than ever while trusting it less than ever, OpenAI somehow turned $13 billion in revenue into losses that would make a dot-com CFO blush, and Silicon Valley CEOs have quietly stopped promising to replace all workers with AI. Not because they've changed their minds, mind you, just because they discovered that telling employees they're obsolete is terrible for morale and stock prices. Add in protests dogging Google CEO Sundar Pichai, Meta employees revolting against soul-crushing AI evaluation work, and the message is clear: the future is here, and everyone involved seems miserable.We then return to one of the founding principles of Grumpy Old Geeks: never build your house on somebody else's land. Anthropic learned that lesson the hard way when its AI models reportedly got caught in a geopolitical and regulatory tug-of-war involving Amazon, the U.S. government, and national security concerns. World leaders are now openly questioning whether American AI platforms can be trusted if access can be revoked overnight. The same platform-risk story pops up again as Meta launches AI-powered search across Facebook's oceans of questionable user-generated content. Remember kids: when you pitch your tent in someone else's backyard, don't act shocked when they turn on the sprinklers.From the Injustice Files, the hits keep coming. The Atlantic revealed the staggering scale of copyrighted music used to train AI systems, Hollywood inches closer to becoming a monopoly-themed amusement park, and the DOJ is backing xAI in a pollution lawsuit while reports emerge that Grok-assisted systems played a role in military operations. Elon keeps collecting legal losses, SpaceX buys Cursor for an eye-watering $60 billion, and Trump is threatening French wine over tech taxes while simultaneously promoting crypto through a UFC event at the White House. We wrap with Britain banning social media for kids under 16, hackers stealing entire Roblox games, Fox buying Roku, the return of human narrators at Blinkist, a gloriously anti-social-media flip phone from Commodore, and a reminder that Star Trek: Strange New Worlds is still one of the few things keeping the future worth looking forward to.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate 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/751Watch on YouTube at https://youtu.be/iRrbNdVw-pMSHOW NOTESA report on the benefits of AI was reportedly full of AI hallucinationsJust 16% of Americans Believe AI Will Positively Impact Society, Pew Poll FindsExclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 BillionThe CEOs are No Longer (Publicly) Threatening to Replace Humans With AISundar Pichai faces boos, walkout at Stanford graduation ceremony over Google's Israel, ICE ties‘Tell Him He's a Piece of Shit': Meta's New AI Unit Is a Total MessAnthropic becomes a cautionary sovereign-AI fableAnthropic Says It's Taking Claude Fable 5 Offline to Comply With US Government OrderCyber experts warn Fable limits aid attackers and hurt defendersAmazon Triggered Claude Fable 5 Shutdown: Investor, Cloud Host, Now RegulatorWorld leaders want American AI. They just don't want America to be able to turn it off.Meta's new ‘AI Mode' on Facebook pulls from public info across its platformsInvestigation by The Atlantic reveals many millions of songs used for AI music trainingJustice Department Decision to Allow Paramount Deal Surprised Staff InvestigatorsJustice Department backs xAI in NAACP lawsuit over data center pollutionPentagon used Elon Musk's Grok AI to fire 2,000 missiles at Iran, official saysxAI's lawsuit accusing OpenAI of stealing trade secrets has been thrown outSpaceX to acquire Cursor for $60B in stock, days after blockbuster IPOTrump threatens 100 percent tariff on France's wine industry over its tech taxUFC to pay White House fighters in crypto issued by Trump companyUK will ban social media for children under 16Hackers Are Hijacking Entire Roblox Games NowFox is buying Roku for $22 billionApple TV renews comedy horror Widow's Bay for a second seasonDownton Abbey: A New EraDownton Abbey: The Grand FinaleDisclosure DayShrek 5 | Official Teaser TrailerRIDICULOUS - 2026 Special - Trailer #1 - Louis C.K.Star Trek: Strange New Worlds | Season 4 Official TrailerCommodore made a social media-banishing flip phoneSnap's Stock Plunges the Moment It Reveals Its Comically Gigantic AR GlassesSo Good They Can't Ignore You by Cal NewportCreator Capitalist by the Category PiratesTrackalotBlinkist pulls back on AI narratorsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Recent concerns have been raised over the data centers proposed for various states around the country. These centers house large databases for information on citizens, devices, equipment and government conrtol. Some fear this technology leads to mass-surveillance- but of course it will.

Palantir es una empresa tecnológica que da servicio a la CIA, el Mossad y los cuerpos de control migratorio de Estados Unidos. Sus fundadores, Peter Thiel y Alex Karp, defienden que Silicon Valley tiene una "deuda moral" con la defensa de la civilización occidental y que la tecnología debe ponerse al servicio de la seguridad y la guerra. Pero, ¿qué hace exactamente Palantir? ¿Qué ideología hay detrás de su software de vigilancia? ¿Hasta qué punto estas empresas privadas están influyendo en las decisiones de los gobiernos? ¿Y qué riesgos supone para nuestras democracias la creciente alianza entre Silicon Valley y el complejo militar? Hoy en "No es el fin del mundo" hablamos de Palantir y el control tecnológico de la defensa con Marta Peirano, periodista experta en tecnología. Libros recomendados: El pequeño libro rojo del activista en la red - Marta Peirano (Roca Editorial de Libros) El enemigo conoce el sistema - Marta Peirano (Debate) Contra el futuro - Marta Peirano (Debate) El filósofo de Silicon Valley - Michael Steinberger (Shackleton books)

President Trump halts a key intelligence nomination. The FBI warns of a new Microsoft 365 phishing threat. France cuts ties with Palantir. A new Android banking trojan emerges. Fortinet firewalls come under attack. CISA orders emergency Joomla patching. Plus, Madison Square Garden data leaks and malware hidden in Steam wallpapers. Our guest is Christy Wyatt, CEO from Absolute Security, discussing their new ebook. The DOJ claims pollution is mission-critical.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today's Industry Voices we are joined by Christy Wyatt, CEO from Absolute Security, discussing their ebook. If you enjoyed this conversation, check out the full interview here. Selected Reading President Trump calls to delay nomination of intel pick Jay Clayton (NPR) Warner warns of CISA cuts, staffing gaps in letter to acting chief (The Record) French spies drop AI giant Palantir over US overreliance fears (The Local) Rokarolla : Android Banker with Complete Device Takeover Capabilities (Zimperium) FortiBleed: 75,000 Fortinet Firewalls Compromised: Global Enterprises Exposed – Claim Your Ethical Disclosure (InfoStealers) CISA orders feds to patch max severity Joomla plugin flaw by Friday (Bleeping Computer) Hackers Publish Knicks and Madison Square Garden Data Online (404 Media) Gamers beware: malicious wallpapers on Steam found stealing accounts (Securelist) DHS S&T Highlights New SPARTA Resources for Defending Spacecraft Against Cyberattacks (ExecutiveGov) DOJ Lawyers Argue xAI Is ‘Vital' for National Security in NAACP Lawsuit (WIRED) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

durée : 00:03:21 - Géopolitique - par : Pierre Haski - Le premier ministre a annoncé que le contrat liant la DGSI française à la société américaine Palantir serait rompu et attribué à une startup française... quand elle sera prête. La quête de souveraineté numérique est passée par là après la décision de Washington concernant la société d'IA Anthropic. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Palantir is supposed to be a surveillance-tech company. So why are elite power networks around its co-founder showing up in stories about secret retreats, billionaire “dialogue,” sexual politics, and influence laundering?This episode breaks down the alleged Dialog network, the Thiel-world pipeline, and the strange way powerful people rebrand access, ideology, and control as “conversation.”Volunteers Wanted: Palantir's Secret Elite Sex Cult is not a conspiracy board. It is a guided tour through the receipts, the euphemisms, and the question nobody in power wants asked:What exactly are these people recruiting for?robotcrimeblog.com

Abstract ideas made definite.In this episode of Mere Mortals book reviews, I dive into Peter Thiel's 'Zero To One' and why its big-picture thinking resonates more than tactical business how‑to. I explore Thiel's blend of abstract philosophy and concrete startup stories (from PayPal to Palantir) and discuss his contrarian takes on competition, monopoly and the value of being the last mover. I unpack the optimistic vs pessimistic, determinate vs indeterminate lens Thiel uses to read cultures and markets and why these frames can guide founders to build something truly unique rather than drift into “zombie company” territory. I share what made the book engaging for me, where it might fall short if you're after nuts-and-bolts execution and who I think will get the most out of it. Ultimately, it's a concise, idea-rich read that can reorient how you think about differentiation, market definition and creating from zero to one.If you got value from the podcast please provide support back in any way you best see fit!Timeline:(00:00:00) Intro(00:00:35) Introducing Zero to One by Peter Thiel(00:04:27) Contrasting with other business classics(00:07:41) Why high‑level ideas can beat operational minutiae(00:11:03) Who is Peter Thiel? Background and ventures(00:12:52) Verdict: a solid read for entrepreneurs(00:14:00) Value for Value: how to support the show(00:15:08) What's next: upcoming book reviews Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/Xs9DjsurFqTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Website: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

Na vele dagen aan bombardementen en escalatie zijn de VS en Iran het eens over een voorlopig vredesakkoord. Een plan dat bestaat uit veertien punten, waarvan de opening van de Straat van Hormuz de belangrijkste is. Een ander punt valt ook op: een fonds van 300 miljard dollar voor de wederopbouw van Iran. Deze aflevering kijken we wat deze deal nu precies voor jou als belegger betekent. Hebben we het ook over het nieuwe dreigement van president Trump. De deal moet nog ondertekend worden, maar hij waarschuwt de Iraniërs nu al. 'Als ik het er toch niet mee eens ben, of als ze zich niet gedragen, gaan we weer op ze schieten en bommen op hun hoofd gooien.' Of die oorlog in Iran nu eindigt of niet, één sector is al slachtoffer. De autosector. De koersen van autobouwers tuimelen omlaag. Allemaal na een winstwaarschuwing van BMW. De Duitse bouwer verwacht een lagere operationele winstmarge dit jaar. Tussen de 1 en 3 procent. Terwijl die verwachting eerder nog op 6 procent lag. Dat moet beter, zegt Noud Broekhof van de Nationale Autoshow. Je hoort hem deze aflevering. Verder staan we stil bij SpaceX (de koers daalt) en het feit dat 'Mr Big Short' niet short wil gaan op het nieuwe beursbedrijf. Ook in de aflevering: De Snap Specs. Het 'levenswerk' van Evan Spiegel Het aandeel Ahold Delhaize. Waarom daalt dat al sinds het bekendmaken van de kwartaalcijfers? Intel moet bewijzen dat het de extreme koersstijging waard is Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

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Sebastian Mallaby (@scmallaby) is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a two-time Pulitzer Prize finalist, and the author of six books, including More Money Than God, The Power Law, The Man Who Knew, and The World's Banker. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 Pro all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.*Timestamps[00:00:00] Start.[00:02:11] The twinkly eyed polymath who became Sebastian's next book.[00:06:55] Picking the next book project the way a great VC picks a startup.[00:09:41] Why God keeps crashing the superintelligence party.[00:11:13] Shane Legg's grainy 2009 prophecy — and the nervous giggle.[00:13:11] Ilya Sutskever burns an effigy.[00:13:54] Demis at 4 a.m., hunting God's algorithm.[00:18:43] Super-abundance, Mad Max, and the China shock lesson.[00:22:39] The kitchen debate with Geoff Hinton that flipped Sebastian.[00:24:06] Why a zero-percent chance of doom is indefensible.[00:24:52] Will Washington seize the labs? The Mythos wake-up call.[00:27:18] Anthropic's bull case, bear case, and a dead parent's letter.[00:33:24] Where Sebastian and Benedict Evans part ways.[00:38:16] Is the SaaS apocalypse overdone? One word: Palantir.[00:39:53] The AI friend you'll never switch.[00:41:56] Does Google win consumer AI by default?[00:44:45] Four cities, eight days: China actually talks safety.[00:47:28] A Cold War non-proliferation playbook for AI.[00:49:45] Did the chip export controls actually work?[00:51:49] Burned doves: why Washington swears China won't talk.[00:54:56] "By 2028, the race is over" — one lab boss' bet.[00:59:11] Inside Hikvision: toddlers, sensors, and US sanctions.[01:01:07] Bill Gurley's Uber bet: venture capital perfected.[01:05:18] Luke Nosek bear-hugs DeepMind into existence.[01:10:52] Thiel's heresy: never invest by committee.[01:11:59] How Founders Fund nearly fumbled the deal of the century.[01:14:30] Selling to Google for $650M: a secret British heist?[01:16:41] The Traitorous Eight, gardening leave, and the UK's to-do list.[01:20:55] Ender's Game: "That's really how I see myself."[01:23:42] Too dumb for Gödel, Escher, Bach? Maybe an LLM can help.[01:25:19] If not Demis or Sam, then Dario.[01:26:04] My royalties cliff — and what dropped in late 2022.[01:27:47] Lila Sciences and the labs that run themselves.[01:31:13] Sebastian's billboard: "Prepare your mind."[01:35:14] The one thing Sebastian will never outsource to AI.[01:40:09] Parting thoughts.For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Palantir was not born in a garage. It was commissioned by the CIA director who oversaw 9/11, brokered by the neoconservative architect of the Iraq War, and handed to Peter Thiel and Alex Karp as a private commercial replacement for the Total Information Awareness Office after Congress shut it down in 2003. In this episode, Matt Ehret walks through what Palantir actually is, who built it, who it serves, and why a company that named itself after the all-seeing eye of Sauron now manages the intelligence, policing, banking, and military systems of most of the Western world. He also examines Thiel's Straussian philosophy, his belief that freedom and democracy are incompatible, his obsession with the antichrist he claims to fear but appears to be building, and the fact that his Palantir UK CEO got the job after the interviewer stood up and recited an Oswald Mosley speech from memory. From the inside, it looks like a tech company. From the outside, it looks like something else entirely.

In dieser Folge aus der Serie "SPEZIAL Was lernen wir durch Trump?" widmet sich Gast-Host Michel Reimon dem Milliardär Peter Thiel, der Strömung der „dunklen Aufklärung“ und ihrer Rolle im politischen Projekt von Donald Trump – mit Blick auf Auswirkungen auf Europa und Österreich. Der Theologe Wolfgang Palaver schildert seine dreißigjährige Gesprächsbeziehung zu Thiel und verteidigt die Idee, Thiel öffentlich kritisch zu befragen, um Widersprüche und Gefahren seiner antidemokratischen Positionen sichtbar zu machen, statt ihn symbolisch „auszuladen“. Claudia Zettel hält dem entgegen, dass Thiels Ablehnung von Demokratie, Frauenwahlrecht und Gleichberechtigung längst offen dokumentiert sei und öffentliche Bühnen ihn eher normalisieren als entlarven. Im Zentrum steht die Ideologie der „dunklen Aufklärung“, die Gleichwertigkeit und Demokratie verwirft, technokratische CEO-Herrschaft und radikale technologische Beschleunigung propagiert und in libertären wie rechtsautoritären Netzwerken verankert ist. Die Runde diskutiert, wie Tech-Eliten wie Thiel, Elon Musk und andere Silicon-Valley-Akteure rechtspopulistische Bewegungen in den USA und Europa fnanzieren oder instrumentalisieren und damit Regulierungen, insbesondere der EU, zu unterlaufen versuchen. Aus europäischer Perspektive werden Versäumnisse bei Digitalisierung, KI, Plattformregulierung und strategischer Souveränität thematisiert, von der Abhängigkeit von US-Techkonzernen über Rüstungspolitik bis hin zur verschleppten Energiewende. Palaver und Zettel sprechen darüber, wie sich Europas Demokratien zwischen Effzienzversprechen des Marktes und dem politischen Anspruch auf Gleichheit und Solidarität behaupten können, ohne in nationalstaatlichem Kleinklein stecken zu bleiben. Am Ende verweist Palaver auf sein Buch „Medienmassen“ im Karl-Auer-Verlag zur technologisch-medialen Revolution und der Dunkelaufklärung und die Notwendigkeit, dem ideologischen Projekt der Tech-Eliten eine selbstbewusste, europäische demokratische Antwort entgegenzusetzen. Links zur Folge: Buch "Survival of the Richest" von Douglas Rushkoff (Morawa) Buch "Magnifica Humanitas" von Papst Leo XVI (Morawa) Buch "Medienmassen" von Michel Reimon (Carl-Auer-Verlag) Ganz offen gesagt #70 2025 „Trump, wie ein König – mit Ralph Janík" Ganz offen gesagt #2 2026 „Über Trump, Venezuela und die Folgen – mit Martin Weiss“ Ganz offen gesagt #19 2026 „Was lernen wir durch Trump? – Teil 1“ Link zu unserem aktuellen Werbepartner "DIe Presse":http://diepresse.com/ganzoffengesagtCode: ganzoffengesagtWir würden uns sehr freuen, wenn Du "Ganz offen gesagt" auf einem der folgenden Wege unterstützt:Werde Unterstützer:in auf SteadyKaufe ein Premium-Abo auf AppleKaufe Artikel in unserem FanshopSchalte Werbung in unserem PodcastFeedback bitte an redaktion@ganzoffengesagt.atTranskripte und Fotos zu den Folgen findest Du auf podcastradio.at

The U.S. Food and Drug Administration has elevated a recall of Alfredo sauce distributed in 41 states to its most serious classification after they say a supplier flagged an ingredient for possible Salmonella contamination. Sarah Kellen, a longtime personal assistant to sex trafficker Jeffrey Epstein, has disclosed for the first time that Epstein’s preferential treatment at the Palm Beach County jail may have been the result of him paying off Palm Beach sheriff’s deputies. Palantir has lost a legal bid to force a Swiss magazine to publish its responses to articles detailing how the country’s government repeatedly rejected its services, in a case that has renewed scrutiny of its technology. Please Like, Comment and Follow 'Philip Teresi on KMJ' on all platforms: --- Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Dan Nathan and Guy Adami break down a historic market week, headlined by SpaceX's blockbuster IPO and Kevin Warsh's first meeting as Fed Chair. Elon priced the deal himself at $135, and the stock popped to a ~$2.2 trillion valuation—instantly the 6th most valuable company in the world. The guys dig into whether the numbers actually add up, walking through Morningstar's $63 fair value, Jim Chanos's bearish note on xAI's financials, and what a 110x sales multiple means for anyone buying the pop. They also preview Warsh's "less is more" approach to Fed communication and what a quieter central bank means for volatility ahead. Then Dan is joined by VC Ann Bordetsky, for an "Okay, Computer." segment on the private-market side of the story: the looming Anthropic and OpenAI IPOs, OpenAI's rumored token price war, the compute crunch constraining AI demand, and why the CFO may now be the most powerful seat at any AI company. Articles Referenced OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic (WSJ) Everyone hates frontier AI labs, says Palantir boss (The Register) "VCs behaving badly" (Axios) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Order "Offensive Christianity" here - https://offensivechristianitybook.com/jchasedavis.comCommonplace.studySupport the show!! - https://www.patreon.com/chasedavisSeven Titans Jeans - https://seven-titans.com/discount/PROOFLegacy Profits Club - https://www.skool.com/legacyprofitscl...T.REX ARMS https://www.trex-arms.com/Path of Liberty by Isaac Botkin — https://www.trex-arms.com/store/the-path-of-liberty-edited-by-isaac-botkin-1425868?stock_item_ref=1425871Isaac Botkin on X — https://x.com/IsaacBotkinSummaryHas the American church kept gun ownership as a cultural inheritance while losing the doctrine that justifies it? Chase sits down with Isaac Botkin of T.REX ARMS and author of Path of Liberty for a wide-ranging conversation on the biblical foundations of self-defense, the strange world of GunTube, why John Piper is wrong about home defense, what red flag laws actually do to common law, Protestant resistance theory and the 250th anniversary of America, and why AI is the new gunpowder. They get into Palantir, decentralization, the future of corporate America, and whether the citizenry is virtuous enough to handle the tools coming our way. Whether you're a Second Amendment absolutist, a curious pastor, or just trying to think Christianly about technology and power, this one will give you a lot to chew onSupport the showSign up for the Patreon - https://www.patreon.com/chasedavisFollow Full Proof Theology on Instagram - https://www.instagram.com/fullprooftheology/Follow Full Proof Theology on Facebook - https://www.facebook.com/fullprooftheology/

Schrödinger's Cat and... What happens when one of the architects building the most powerful technology in human history opens his book, not with a triumph of science, but with the story of a baby girl who never walked, never talked, never fed herself, and died at the age of eleven, and asks with full scientific seriousness whether she was flourishing? A note before we begin: This episode discusses the life and death of a profoundly disabled child, end-of-life reflections, and the ethics of emerging technology. Andrew handles all of it with care. That baby girl's name was Angela. The man asking the question is Professor Andrew Briggs, Emeritus Professor of Nanomaterials at the University of Oxford, co-founder of Quantrolox, and author of Human Flourishing and The Penultimate Curiosity. . He leads a global initiative connecting 85 million people across 165 countries on science and faith. He has spent four decades at the bleeding edge of quantum computing, and every one of those decades asking the question his peers tend to skip: not can we build it, but what is it actually for? . In this episode, Dov sits down with Andrew to put the question almost nobody in Silicon Valley is willing to ask on the table. We are racing toward a world where machines will outperform humans across entire categories we once thought made us irreplaceable, and Andrew himself admits that, with AI, the stable door is closing after the horse has bolted. His hope is that with quantum computing, we still have a small window to ask before the door slams again. What are you seeking to optimize? And where do those values come from? . Then the conversation goes somewhere unexpected. Dov pushes Andrew on Palantir and the ethical Rubicon of selling powerful technology to people whose values you do not share. Andrew doesn't dodge it. He talks about the three dimensions of flourishing, the score function his Oxford lab obsesses over, and why the hardest place any of us can start is not the company, not the policy, but our own heart. That baby girl's name was Angela. The man asking the question is Professor Andrew Briggs, Emeritus Professor of Nanomaterials at the University of Oxford, co-founder of Quantrolox, and author of Human Flourishing and The Penultimate Curiosity. He leads a global initiative connecting 85 million people across 165 countries on science and faith. He has spent four decades at the bleeding edge of quantum computing, and every one of those decades asking the question his peers tend to skip: not can we build it, but what is it actually for? In this episode, Dov sits down with Andrew to put the question almost nobody in Silicon Valley is willing to ask on the table. We are racing toward a world where machines will outperform humans across entire categories of what we used to think made us irreplaceable, and Andrew himself admits that with AI, the stable door is shutting after the horse has bolted. His hope is that with quantum computing, we still have a small window to ask before the door slams again. What are you seeking to optimize? And where do those values come from? Then the conversation goes somewhere unexpected. Dov pushes Andrew on Palantir and the ethical Rubicon of selling powerful technology to people whose values you do not share. Andrew doesn't dodge it. He talks about the three dimensions of flourishing, the score function his Oxford lab obsesses over, and why the hardest place any of us can start is not the company, not the policy, but our own heart. And one piece of trivia for the curious: Schrödinger lived twelve doors down from Andrew, and the cat had a name… You'll have to listen to find out  Inside this conversation: The Angela question that should awaken something dormant in everyone who measures life by merit Why the most dangerous part of AI is not the algorithm, it is the score function the algorithm is optimizing for, and what that means for everything you use every day The Palantir question Andrew refused to dodge, and what he says about selling powerful tools to people whose values you do not share The three dimensions of human flourishing, material, relational, transcendent, and the one modern Western culture has most catastrophically neglected Why Andrew, a serious scientist, believes the resurrection of Jesus is the most solid ground for hope, and how he holds that alongside building the future If you came here for techno-utopian hype, this is the wrong podcast. If you came because you have been quietly wondering what, exactly, we are progressing toward, and whether anyone at the top of the room is asking that question with you, then press play. Connect with Andrew Briggs: Personal website: https://AndrewBriggs.org Company: https://Quantrolox.com Books: https://ThePenultimateCuriosity.com (type it without spaces, or you will get redirected to Amazon) Latest book: Human Flourishing (co-authored with Michael Reiss) Connect with Dov Baron: https://DovBaron.com dov@dovbaron.com Rate, review, and send this episode to the most thoughtful builder you know. That is how the algorithm finds the people who still ask why. #HumanFlourishing #AndrewBriggs #QuantumComputing #TheDovBaronShow #ConsciousLeadership

Schrödinger's Cat and... What happens when one of the architects building the most powerful technology in human history opens his book, not with a triumph of science, but with the story of a baby girl who never walked, never talked, never fed herself, and died at the age of eleven, and asks with full scientific seriousness whether she was flourishing? A note before we begin: This episode discusses the life and death of a profoundly disabled child, end-of-life reflections, and the ethics of emerging technology. Andrew handles all of it with care. That baby girl's name was Angela. The man asking the question is Professor Andrew Briggs, Emeritus Professor of Nanomaterials at the University of Oxford, co-founder of Quantrolox, and author of Human Flourishing and The Penultimate Curiosity. . He leads a global initiative connecting 85 million people across 165 countries on science and faith. He has spent four decades at the bleeding edge of quantum computing, and every one of those decades asking the question his peers tend to skip: not can we build it, but what is it actually for? . In this episode, Dov sits down with Andrew to put the question almost nobody in Silicon Valley is willing to ask on the table. We are racing toward a world where machines will outperform humans across entire categories we once thought made us irreplaceable, and Andrew himself admits that, with AI, the stable door is closing after the horse has bolted. His hope is that with quantum computing, we still have a small window to ask before the door slams again. What are you seeking to optimize? And where do those values come from? . Then the conversation goes somewhere unexpected. Dov pushes Andrew on Palantir and the ethical Rubicon of selling powerful technology to people whose values you do not share. Andrew doesn't dodge it. He talks about the three dimensions of flourishing, the score function his Oxford lab obsesses over, and why the hardest place any of us can start is not the company, not the policy, but our own heart. That baby girl's name was Angela. The man asking the question is Professor Andrew Briggs, Emeritus Professor of Nanomaterials at the University of Oxford, co-founder of Quantrolox, and author of Human Flourishing and The Penultimate Curiosity. He leads a global initiative connecting 85 million people across 165 countries on science and faith. He has spent four decades at the bleeding edge of quantum computing, and every one of those decades asking the question his peers tend to skip: not can we build it, but what is it actually for? In this episode, Dov sits down with Andrew to put the question almost nobody in Silicon Valley is willing to ask on the table. We are racing toward a world where machines will outperform humans across entire categories of what we used to think made us irreplaceable, and Andrew himself admits that with AI, the stable door is shutting after the horse has bolted. His hope is that with quantum computing, we still have a small window to ask before the door slams again. What are you seeking to optimize? And where do those values come from? Then the conversation goes somewhere unexpected. Dov pushes Andrew on Palantir and the ethical Rubicon of selling powerful technology to people whose values you do not share. Andrew doesn't dodge it. He talks about the three dimensions of flourishing, the score function his Oxford lab obsesses over, and why the hardest place any of us can start is not the company, not the policy, but our own heart. And one piece of trivia for the curious: Schrödinger lived twelve doors down from Andrew, and the cat had a name… You'll have to listen to find out  Inside this conversation: The Angela question that should awaken something dormant in everyone who measures life by merit Why the most dangerous part of AI is not the algorithm, it is the score function the algorithm is optimizing for, and what that means for everything you use every day The Palantir question Andrew refused to dodge, and what he says about selling powerful tools to people whose values you do not share The three dimensions of human flourishing, material, relational, transcendent, and the one modern Western culture has most catastrophically neglected Why Andrew, a serious scientist, believes the resurrection of Jesus is the most solid ground for hope, and how he holds that alongside building the future If you came here for techno-utopian hype, this is the wrong podcast. If you came because you have been quietly wondering what, exactly, we are progressing toward, and whether anyone at the top of the room is asking that question with you, then press play. Connect with Andrew Briggs: Personal website: https://andrewbriggs.org/ Company: https://quantrolox.com/ Books: https://thepenultimatecuriosity.com/ (type it without spaces, or you will get redirected to Amazon) Latest book: Human Flourishing (co-authored with Michael Reiss) Connect with Dov Baron: https://dovbaron.com/ dov@dovbaron.com Rate, review, and send this episode to the most thoughtful builder you know. That is how the algorithm finds the people who still ask why. #HumanFlourishing #AndrewBriggs #QuantumComputing #TheDovBaronShow #ConsciousLeadership Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

This Week In Startups is made possible by:Plaud https://Plaud.ai/twistPilot https://pilot.com/twistAgree https://agree.comIM8 Health https://IM8health.com/twistAfter watching Elon build out his rocket (and AI) company over the past 20 years, Jason celebrates the SpaceX IPO on a new TWiST. He explains why some investments are evaluated based on earnings and current numbers, while other stocks are bets on expensive visions for the future, and why SpaceX why likely pay off across multiple time horizons.PLUS Polsia solo founder Ben Cera is back with guidance for founders on creating a “Purple Cow”: a unique experience that makes their brand memorable.Guest:Ben Cera on X: https://x.com/BenceraPolsia: https://polsia.com/Polsia on X: https://x.com/polsiaBen on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02IswRelevant Links:SpaceX: https://www.spacex.com/SPCX on Yahoo Finance: https://finance.yahoo.com/quote/SPCX/Starlink: https://www.starlink.com/Planet Labs: https://www.planet.com/Palantir: https://www.palantir.com/Valor Equity Partners: https://www.valorep.com/Seth Godin's “Purple Cow” on Amazon: https://www.amazon.com/Purple-Cow-New-Transform-Remarkable/dp/1591843170Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.htmlHillsborough Flintstones House article: https://www.sfgate.com/travel/article/The-Flintstone-House-is-now-for-rent-on-Airbnb-10420107.php“19 Hours Inside the Airbnb X-Mansion” article: https://www.theringer.com/2024/05/29/pop-culture/x-mansion-airbnb-x-men-icons-experienceWas The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challengeCloudKitchens: https://cloudkitchens.com/Cluely: https://cluely.com/Timestamps:0:00 SpaceX IPO details2:12 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!7:21 The voting vs. weighing investment framework9:41 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.19:53 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!22:25 The media's SpaceX criticisms and "hot takes"23:54 Ben Cera of Polsia is back26:53 Why Jason says no to a free tier29:10 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.34:27 The wisdom of Seth Godin's "Purple Cow"50:37 The "Pepsi Challenge" model1:05:45 Lon got a dog, Jason got routers1:10:37 The YouTuber to movie theater pipeline1:15:20 Jason's new favorite travel bagSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

Tired vs. Wired: $4 Trillion in IPOs Coming, $100B in M&A, and Why the SaaSpocalypse is Over The public markets spent the last twelve months telling you B2B software was finished. Stocks down 60 to 70 percent. PE firms buying nobody. For the first time in history, software trading at a discount to the S&P 500. And at the exact same moment, Anthropic is projecting $50 billion in revenue, Cursor is getting acquired for $60 billion, and SpaceX, Anthropic, OpenAI, and Databricks are about to generate more market value than every other IPO since 2000 combined. Both things are true - and which one defines your next 18 months depends entirely on one question: are you tired or are you wired? In this episode, SaaStr CEO and Founder Jason Lemkin calls the market as he sees it, names who is winning and who is pretending, and makes the case that the Cambrian explosion in B2B is just getting started. You'll learn: Why the SaaSpocalypse was never about B2B dying - it was about pre-AI software dying - and what the Palantir, Twilio, and Atlassian re-acceleration stories actually tell you The four categories every B2B company falls into right now, and why category four founders need to stop pretending the recovery is coming on its own Why vibe coding your CRM is dead as a concept, and what "putting deals on your calendar" actually means as a product strategy Why your biggest near-term competitive edge might be two days of engineering work - making your API agent-friendly before your competitors do What SaaStr's own journey from 20 humans to 3 humans and 21 agents teaches you about consistency as the only real cheat code in agents This is for you if: Your growth has slowed and you are not sure whether it is a market problem or a you problem - this session will help you figure out which You are a founder or exec who has been in the "AI is coming" conversation for a year but has not yet seen it show up in your revenue You want the unfiltered version of where B2B is headed in the next 18 months, including the parts most people are too polite to say out loud

Episode 750 arrives with a simple reminder: the bullshit never sleeps. This week Jason and Brian dive headfirst into a game of Douchebag Ping Pong featuring OpenAI, Anthropic, Elon Musk, and the rest of the AI industrial complex. OpenAI is preparing to go public while simultaneously transforming ChatGPT into an everything app, Anthropic wants the world to slow down AI development before Skynet shows up for work, and then immediately releases a more powerful model because apparently self-awareness only goes so far. Meanwhile, Sam Altman's eyeball-scanning side hustle is laying people off, proving that convincing humans to hand over their biometric data remains a surprisingly difficult sales pitch.The AI arms race gets even weirder as SpaceX unveils plans for orbital data centers the size of flying football fields while Google and Anthropic shovel billions into Elon's compute empire just to keep their models fed. On Earth, Seattle is trying to ban new AI data centers before they drink the city dry, Meta is planting AI infrastructure in India, Google is slashing Gemini prices, and a Mississippi judge discovers that lawyers on both sides of a case used AI to invent legal citations, resulting in the rare spectacle of artificial stupidity arguing against itself. Thankfully, AI also manages to do something useful, helping researchers develop a promising universal vaccine and reminding us that not every machine-learning story ends with humanity getting harvested for electricity.Elsewhere, crypto continues its transformation into performance art as Sam Bankman-Fried seeks a presidential pardon while reports suggest the Trump family made billions from crypto projects that left investors holding the bag. Meta gets caught quietly experimenting with face recognition in smart glasses, lawmakers scramble to require recording indicators, and Snapchat tightens protections for younger users. The guys also celebrate Apple's shockingly competent Sports app, a rare piece of software that simply does the thing it's supposed to do without trying to become your therapist, financial advisor, or AI life coach. Plus: Ghostbusters returns, Devil May Cry gets another season, Bill Burr takes on Facebook in The Social Reckoning, and a look at why Silicon Valley's newest luxury service appears to be paying actual humans for conversation.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/750Watch on YouTube at https://youtu.be/w8POIp_Dts0SHOW NOTESOpenAI files SEC paperwork to go publicAnthropic proposes a global slowdown of AI developmentOpenAI Joins Anthropic in Call for International AI WatchdogAnthropic releases Claude Fable, a version of Mythos, days after warning AI is becoming too dangerousOpenAI reportedly has a major ChatGPT overhaul in storeSam Altman's Eyeball Scanning Company Now Laying Off WorkersElon Musk's first-gen orbital data center craft spans wider than a Boeing 747 and runs an interchangeable chip payload — AI1 satellite compute payload is 120 kW, peaks at 150 kWGoogle will pay SpaceX $920 million a month to use xAI's data centersSeattle is close to approving a year-long ban on large data centersMeta signs first AI data center deal in India with RelianceGoogle cuts the price of its AI Plus plan and doubles the storageJudge Learns Lawyers on Both Sides of Case Used AI, Cancels Trial, Kicks Everyone Off the CaseThe University of Cambridge says it successfully tested a vaccine with an AI-designed antigenKalshi will require employment info for some bets as an insider trading precautionSam Bankman-Fried applies for a pardon from TrumpTrump Family Reportedly Made About $2.3 Billion on Crypto While Investors Lost About $2.3 Billion on Trump-Related CryptoThe Nerdy Escorts Cashing In On Silicon Valley's AI BoomApple Made a Sports App That Does Almost Nothing. It's Incredible.Meta Removes Face-Recognition System From Its Smart Glasses, Is Mad About itSmart Glasses Would Legally Require a Recording Light Under Proposed LawSnap will no longer allow younger teens' Spotlight videos to be publicly viewableThe iOS 27 beta pretty much confirms that an Apple foldable is happeningThinking Sideways: How to Think Like a Chess Player and Win at Life by Jennifer ShahadeThinking Fast, Slow, Artificially: AI and Your BrainCloudConvertHoppersDownton Abbey: The Motion PictureWidow's BayThe New ‘Ghostbusters' Cartoon Gets a Title and Release DateDevil May Cry Season 2 on NetflixTHE SOCIAL RECKONING – Official Teaser Trailer (HD)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dan Nathan is joined by Dan Ives of Wedbush Securities for a wide-ranging look at the AI trade, fresh off Ives' trip to Apple's WWDC. They dig into whether Apple has finally gotten back in the AI game with its new developer foundation and Gemini partnership, why Ives sees Apple as the "toll booth" for the next consumer AI cycle, and where Dan Nathan remains skeptical. From there: the biggest risk facing the entire AI buildout (hint — it's not valuation), the recent chip selloff, Microsoft and Meta stuck in the mud, Ives' steadfast Palantir call, the Broadcom news, and the state of software and memory names. Then Danny Moses joins for "Only Dan's" to break down the SpaceX IPO — the unusual path to going public, the accommodations being made for Elon, why locked-up shares could make for a wild day one, the odds of a Tesla–SpaceX merger down the road, and what it all signals for the wave of trillion-dollar tech listings on the horizon. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal MediaThe financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Live June 9, 2026 | Yaron Brook Show(Season 12, Episode 101)Iran; USS Liberty; Nowak Reexamined; AI Populism; Unskilled; G. Wood; Achievement | Yaron Brook ShowTrump Escalates Against Iran, USS Liberty Myths Return, AI Populism Rises, and the UK's Policing Crisis DeepensThe Middle East is moving toward a dangerous new reality. The United States is striking Iranian targets, Israel is weighing its options, and the possibility of regime change is back on the table. But is America prepared to see this through?In this episode of The Yaron Brook Show, Yaron dives into the rapidly evolving Iran conflict, Trump's response, the future of autonomous warfare, and the growing role of companies like Palantir in modern military operations. He also tackles the resurgence of USS Liberty conspiracy theories, the shocking Henry Nowak murder case in the UK, anti-AI populism, skilled trades versus higher education, and answers audience questions on subsidies, investing, economics, immigration, China, and more.As governments grow larger, technology becomes more powerful, and geopolitical tensions intensify, what principles should guide us?Watch now and join the conversation.  Watch the full episode: https://youtube.com/live/yjtNH2lCU7AMain Topics00:00 Introduction and opening remarks00:47 Iran conflict: Trump's response and US military actions04:43 US-Iran escalation and prospects for regime change07:01 US pilot rescue and Serranoic Technologies08:07 Serranoic Technologies partnership with Palantir10:14 The future of autonomous naval warfare11:35 Ongoing strikes and battlefield developments14:24 Iran deal speculation and shifting Middle East alliances17:24 Saudi-Turkey railway, nuclear concerns, and regional power shifts22:52 Is the US committed to winning?25:58 Israel's options and possible unilateral action27:52 USS Liberty: facts, myths, and conspiracy theories33:15 Friendly-fire incidents in military history37:43 The Henry Nowak murder case revisited41:17 Police conduct and handling of the investigation49:44 What the case reveals about modern UK policing59:14 Anti-AI populism and the backlash against innovation1:02:21 Iran's foreign minister on American influence1:03:10 Meta's skilled-trades training initiative1:06:00 Achievement, productivity, and creating valueLive Audience Questions1:29:27 Would diabetics survive without government-subsidized insulin?1:29:36 Is taking subsidies the same as supporting subsidies?1:32:58 Are "peptides" really what people think they are?1:33:47 Where would Yaron invest $100,000 right now?1:35:43 What's behind the Lego scandal?1:39:31 Why do economists focus on scarcity instead of production?1:42:38 Why does America effectively subsidize countries like France?1:45:25 What do the latest UK riots reveal about immigration policy?1:46:40 Why is a gas export tax morally wrong?1:50:56 Song review this weekend?1:53:04 State law school or expensive elite law school?1:56:48 Do Australians deserve a bigger return from natural resources?1:59:29 Does China's education system prove government works?See pinned comment for more questions

June 10, 2026: Palantir CEO Alex Karp is warning tech leaders that bragging about AI-driven layoffs is a major political mistake and could fuel backlash against the entire industry. Then I get into a new Reuters/Ipsos poll showing that 53% of Americans fear AI could put them or someone in their household out of work, which means AI job anxiety is no longer a fringe concern. Finally, I break down the "great flattening," with new data showing that 41% of employees say their companies trimmed management layers last year, and why eliminating too much middle management could create a serious leadership pipeline problem for the future.

An exclusive with Palantir CEO Alex Karp. On software valuations and how its technology is being used on the battlefield all over the world. Plus, he weighs in on Elon Musk and the SpaceX IPO. Then how investors should think about the pressure on chip stocks as the rotation away from some of the highest-flying tech stocks continues. 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.

This week on Grumpy Old Geeks, Brian and Jason once again survey the smoldering wreckage of the tech industry and discover that the people building the future are increasingly being sued by governments, publishers, customers, employees, and occasionally reality itself. California is coming after 23andMe over its catastrophic data breach, Florida is taking a swing at OpenAI, CNN has joined the ever-growing conga line of companies suing Perplexity, and Meta somehow decided the solution to improving AI is recording employees' every mouse click while generously allowing them a whole 30-minute privacy break. Meanwhile, Google's own engineers are sharing memes about how much Google's AI tools suck, Microsoft apparently wants users addicted to its new AI assistant - first taste's free! - and Anthropic is preparing to go public with a valuation that makes even the most irrational dot-com era investor look financially responsible.The AI arms race continues producing exactly the kinds of outcomes you'd expect when venture capitalists start huffing their own press releases. Instagram's AI support bot reportedly helped hackers steal accounts because apparently "Are you sure you're the owner?" was considered an optional step. Suno raised another $400 million while fighting copyright lawsuits, Paramount+ seems to have let AI create the ugliest Star Trek thumbnail in Federation history, and Stan Lee has now been digitally resurrected because modern capitalism looked at death and said, "Nice try." Over in transportation, BYD is so confident in its self-driving technology that it's willing to pay for your accidents, while Tesla owners are discovering their old Full Self-Driving contracts may have quietly received software updates of the legal variety. Somewhere in a conference room, a lawyer just whispered, "Let's not put that in writing," ten years too late.Elsewhere, governments worldwide continue their ongoing experiment of raising children by confiscating smartphones. Malaysia has implemented a social media ban for kids under 16, Poland wants phones and smartwatches locked away at school, and Kentucky schools just collected $27 million from social media companies accused of building products as addictive as cigarettes.Dave Bittner drops by for a visit and we discuss Spotify listeners apparently preferring old music because new music keeps getting algorithmically focus-grouped into oblivion and a healthy dose of Star Wars, Downton Abbey, Derry Girls, Lego, books, gadgets, and AI-generated jazz. Add it all up and you've got another week where the only thing moving faster than technology is the legal department trying to keep up.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate 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/749Watch on YouTube at https://youtu.be/A1sv2BEzWBkShow NotesVibe Coders are Script KiddiesDestroy the BroligarchyColorado Governor Vetoes Surveillance Pricing Ban as Public Backlash Against the Tech GrowsCalifornia sues 23andMe over 2023 data breach that affected 7 million usersFlorida sues OpenAI, Sam Altman, in first-of-its-kind lawsuit over violent incidentsMeta will reportedly let employees take 30-minute breaks from its tracking programInstagram is alerting users who were targeted by hackers during AI chatbot attacksGoogle Employees Internally Share Memes About How Its AI SucksGoogle ordered to put clearer links in AI search and let UK publishers opt outMicrosoft Wants to 'Make People Addicted' to its New AI Assistant, Internal Documents RevealMeta, other social networks will pay $27 million to settle Kentucky school district lawsuitMalaysia's under-16 social media ban carries fines up to $2.5 millionPoland wants to ban phones and smartwatches in schoolsCNN is the latest media company to sue PerplexityStill facing copyright lawsuits, AI music generator Suno raises another $400MBYD is assuming financial liability if you crash while using its self-driving techAnthropic is set to go public after filing paperwork with the SECData Center Operators Are Trying to Fix Their Water Use ProblemsTesla Owners Say Their Old FSD Contracts Were Quietly ChangedStan Lee's voice and likeness have been resurrected, thanks to AIParamount+ used AI to make the ugliest Star Trek thumbnail ever2026 World Cup Wall ChartI Am Not a Robot: My Year Using AI to Do (Almost) Everything by Joanna SternCarl's Doomsday Scenario: Dungeon Crawler Carl Book 2 by Matt DinnimanWisdom Takes Work: Learn. Apply. Repeat. by Ryan HolidayBelkin Connect 4-Port USB-C Hub - USB C Hub Multiport Adapter Dongle with 4 USB-C 3.2 Gen 2 Ports - High-Speed 10G Data Transfer for Laptop, MacBook, iPad, PC, and More - 100W PD - $32.24Dave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingThe Mandalorian Season 1Star Wars: RebelsWrapped up the Downton Abbey series rewatchBuffy and Ted Lasso star Anthony Head dies at 72Almost through the Derry Girls series.Lego Mando and Grogu set (mild spoiler)AI generated JazzThe Biggest Hits on Spotify Right Now Are a Blast From the PastSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.