Podcasts about Palantir

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

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/

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Gruppenvergewaltigung von Halle hat ganz Deutschland schockiert. Doch auch die Reaktionen sorgen für Fassungslosigkeit. Einen der Tatverdächtigen ließ die Polizei wieder laufen. Und die Vielfaltslobby in Sachsen-Anhalt fordert: Über die Täter und ihre Herkunft soll nicht gesprochen werden. Die Hintergründe erfahren Sie im Schwerpunkt des Tages. + Außerdem in dieser Sendung: Ein brisantes Eingeständnis aus Washington. Die USA betreiben offenbar doch mehr als 100 geheime Biolabore in aller Welt. + Und: Im Prozess gegen die sogenannte Rollator-Gang steht ein ungeheuerlicher Verdacht im Raum. Wurde die Anklageschrift von Palantir geschrieben?

Seit drei Jahren sitzen die Angeklagten im Fall des sogenannten Rollator-Putsches in Haft. Beobachter beschreiben den Prozess als offensichtlich politisch motiviert. Doch eine neue Wendung könnte das Verfahren noch überraschend drehen. AUF1-Nachrichtenleiter Martin Müller-Mertens hat dazu mit der Journalistin Stef Manzini von der Stattzeitung gesprochen.

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

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

An investigation by The Appeal found that executives at Palantir and other companies contributed more than $1.7 million to 168 members of Congress.

Brian Kukan is a treasure. Not only is he doing powerful work to help those with cancer using his reiki, he is a musician and mathematician. I am glad to have him back on the show to demonstrate his skill in numerology.He reads the numerology for the AI model titans and we are left speechless.If cancer has ever impacted you and yours, please donate to the group below.And Brian Kukan does remote reiki sessions, selling gift certificates as well. Find him and all his links below.Brian Kukan's LinksLA Reiki Guy, Brian Kukan's websiteweSPARK orgDonate a reiki session to a cancer patient!Send us Fan MailSupport the showSupport Curious Cat, an independent, human-made podcast!Anxious about AI? Take two minutes to contact your local politician and ask them to tap the brakes on this technology. Still worried? Contact one of the orgs below and get involved. But for today, hug your kid, cook food and really breathe in deep as it simmers, walk in nature, brush a cat, donate to the food bank, brew a cup of tea, or draw a five-minute portrait of your dog. ***Is AI the Devil? on Substack!***Hero Organizations:80,000 HoursCenter for Humane TechnologiesState of Surveillance, an organization that helps foster online privacyBuy Curious Cat Podcast a Coffee!

SpaceX startet mit einem ordentlichen Pop in den Handel. Tausende Mitarbeiter werden zu Millionären, Founders Fund und Andreessen Horowitz vermelden Rekord-Returns. Anthropic launcht Fable 5 und das Mythos-Modell für Testpartner. OpenAI plant laut Wall Street Journal drastische Preissenkungen für den User-Krieg mit Anthropic. China plant $300 Mrd. für nationalen KI-Ausbau über fünf Jahre. Xiaomi MiMo Code schlägt Claude Code in den gängigen Benchmarks. OpenAI übernimmt das Kieler Startup ONA, Mistral kauft das Linzer Emmi AI für eine Industrie-KI-Plattform und verhandelt selbst eine $20-Mrd.-Bewertung. Dario Amodei mit neuem Essay zur AI-Exponential-Politik. Oracle Earnings, Prometheus von Jeff Bezos bei $41 Mrd. Die Trump-Familie hat $2,3 Mrd. mit Krypto eingestrichen. Palantir verliert vor dem Zürcher Handelsgericht gegen die Zeitschrift Republik. Neura Robotics raised $1,4 Mrd. mit Tether als Lead. Landgericht München: Google haftet für seine AI-Overviews.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) SpaceX-IPO (00:08:04) Mitarbeiter-Millionäre (00:11:51) OpenAI/Anthropic-IPO-Outlook (00:15:31) Elon-Puppe vor der Nasdaq (00:16:13) Anthropic Fable 5 & Mythos 5 (00:19:54) OpenAI Preiskrieg (00:27:27) Token-Wert pro Abo (00:30:30) Messi für ChatGPT (00:34:48) China $300 Mrd. KI-Plan (00:37:31) Xiaomi MiMo Code (00:39:46) OpenAI kauft ONA (00:42:54) Anthropic: AI Exponential Policy (00:46:53) Oracle Earnings (00:48:07) Mistral kauft Emmi AI (00:49:08) Prometheus von Bezos (00:50:48) Trump Phone (00:51:22) Waymo Premier (00:55:40) Google Trade-Worker (00:57:08) Anthropic Claude Corps (00:58:37) Trump-Krypto-Scam (00:59:35) The Platform Group (01:03:48) Palantir vs. Republik (01:05:48) Mistral $20 Mrd. Runde (01:07:07) Neura Robotics Series C (01:10:47) NYT: China und Robotik (01:13:19) Google haftet für AI-Overviews Shownotes SpaceX-IPO zieht $70 Mrd. an Retail-Orders - bloomberg.com Founders Fund + Andreessen: Rekord-Returns aus SpaceX-IPO - bloomberg.com SpaceX Proteste - xcancel.com Anthropic launcht Claude Fable 5 & Mythos 5 - wired.com OpenAI plant drastische Preissenkungen für User-Krieg mit Anthropic - wsj.com Bitte manuell prüfen (petergostev-Post) - xcancel.com SemiAnalysis - xcancel.com China plant $295 Mrd. für nationalen KI-Ausbau - bloomberg.com ONA: Kieler KI-Startup raised - linkedin.com Anthropic: Policy on the AI Exponential - anthropic.com Oracle Q4 Earnings - cnbc.com Mistral übernimmt Emmi AI für Industrie-KI-Plattform - handelsblatt.com Prometheus: Bezos' Industrial-AI-Startup - axios.com Teardown: Trump Phone ist HTC U24 Pro in Gold - de.ifixit.com Waymo launcht Loyalty-Programm mit 10% Cashback - techcrunch.com Google launcht Trade-Worker-Initiative für KI - axios.com Daniela Amodei startet Anthropics Claude Corps - apnews.com Xiaomi MiMo Code schlägt Claude Code bei 200-Step-Tasks - venturebeat.com Trump-Crypto-Playbook: Family wins, Investors don't - reuters.com The Platform Group - manager-magazin.de Einstweilige Verfügung: The Platform Group vs. Manager Magazin - lhr-law.de Palantir - ft.com Mistral verhandelt $20 Mrd. Bewertung - bloomberg.com Bitte manuell prüfen (dreger-Post) - linkedin.com Neura Robotics schließt Rekord-Series-C - neura-robotics.com Chinas Humanoid-Robot-Schub - nytimes.com Deutsches Gericht: Google haftbar für AI-Overviews - thenextweb.com

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.

China, Russia, and... the UK? We're talking about mass surveillance. Did you know the UK is in the 5 most surveilled countries in the world? AI facial recognition technology is causing alarm for its recent deployment at protests. It's being rolled out across the UK at a pace outstripping the rules designed to govern it. More than 6.6 million faces have been scanned since 2023. And guess what? Black and Asian people are most likely to be mismatched and criminally pursued in error. But surveillance these days isn't always as obvious as cameras on police vans. In today's world, it's about data. And governments aren't collecting it on their own – they're contracting private corporations to do it: via shady contracts that pay these companies not just in multimillion pound deals, but goldmines of our private information. Palantir is at the top of that list – and the US tech firm that's been providing ICE agents with private health data to help them target migrant communities has now got its claws in the NHS. Social media platforms are surveillance companies in their own right. And the media that's supposed to hold them to account often functions as a tool in the data-gathering industry. How are we supposed to navigate this minefield?! To help us through the maze, we're joined by Jasleen Chaggar, Senior Legal and Policy Officer at Big Brother Watch, and investigative tech reporter Jade Ruyu-Yan. This episode is hosted and produced by Mathilda Mallinson (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@mathildamall⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) and Helena Wadia (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@helenawadia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)  The music is by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @soundofsamfire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us⁠ ⁠⁠@mediastormpod⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

"Mr. IPO" Jay Ritter joins TITV Host Akash Pasricha to break down the historic, oversubscribed SpaceX public debut and whether astronomical price-to-sales ratios are flashing tech bubble signals. We also talk with The Information's Aaron Holmes about why Anthropic's aggressive 30-day data retention policy is causing Microsoft and regulated industries to freeze their rollouts of Claude Fable, and explore Xbox's painful path toward cost-cutting and layoffs as profit margins shrink to just 3%. Lastly, we get into Palantir's expensive defensive play against OpenAI and Anthropic with our applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/microsoft-anthropic-customers-held-using-claude-fablehttps://www.theinformation.com/articles/60-readers-say-hackers-edge-cybersecurityhttps://www.theinformation.com/briefings/spacex-prices-ipo-135-per-share-starts-trading-fridaySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction & AI Cyber Threats02:22 - The Historic SpaceX Public Market Debut & Tech Bubble Risks14:22 - How Frontier LLMs & Big Tech are Disrupting Software25:16 - AI Regulatory Realities, AWS, & Corporate Layoffs34:08 - Enterprise AI Strategy: Palantir & Multi-Million Dollar Budgets

Iranian officials warn of a wider escalation as President Trump describes a covert oil operation, the Belfast knife attack suspect appears in court as the victim's family calls for calm, Hong Kong charges nine people over the Wang Fuk Court blaze, Turkey and Saudi Arabia ink rail and logistics deals, Anthropic releases its Claude Mythos AI system to the public with safety guards, Trump signs a $70 billion border security funding package, U.S. inflation hits 4.2%, Graham Platner wins the Maine Senate primary, the California Governor's race is set for November, and Palantir will sue London's Mayor over a vetoed police contract. Sources: Verity.News

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.

Inflation just came in hotter than expected... and some of the market's biggest winners are suddenly looking a whole lot weaker.For months, tech stocks seemed unstoppable. Names like Nvidia, Apple, Microsoft, Broadcom, and Palantir led the charge higher. But with CPI climbing back above 4%, rising rate hike expectations, and fresh sell signals appearing across the market, the story may be changing fast.In this video, we break down what the latest inflation report means for investors, why money is rotating out of high-growth tech stocks, and where smart money appears to be moving next.You'll also see several stocks flashing warning signs and a few surprising opportunities showing strength despite market weakness.✅ Why higher inflation could pressure tech stocks even more✅ The latest sell signals appearing across major market leaders✅ What the CME FedWatch Tool is revealing about future interest rates✅ Why consumer defensive stocks are suddenly outperforming✅ Buy signals emerging in stocks like Procter & Gamble, Church & Dwight, and US FoodsWhile everyone is chasing the hottest stocks, the biggest opportunities often show up where nobody is looking. If inflation remains elevated and market conditions continue to shift, defensive sectors could become one of the most important areas to watch.Stay ahead of market trends with OVTLYR and discover where capital may be flowing before the crowd catches on.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Most venture-backed cybersecurity companies are doomed from the start. The math is rigged so only 5-10% of startups survive—and they have to return hundreds of millions, or even billions, to satisfy investors. The result? Exploding tools, premature scaling, vaporware, and a cybersecurity industry obsessed with quick exits rather than real defense. In this eye-opening episode, I pull back the curtain on how the VC funding model distorts cybersecurity innovation. You'll discover how an industry designed to fail is fueling massive failures like IronNet's $3 billion valuation crashing in just two years, Lacework's $8 billion valuation shrinking to $200 million, and Cyber Reason's 90% valuation collapse in 12 months. These aren't coincidences—they're the predictable consequences of a broken system that prizes scale over substance.I break down:* The real math behind “unicorn” valuations and their astronomical burn rates* Why premature scaling kills startups before they can build effective security* How VC incentives favor feature bloat, AI washing, and vaporware over genuine innovation* The ugly truth about the flood of tools that make SOCs worse, not better* Proven models like customer-funded R&D — exemplified by Palantir — that produce real, effective security products without sacrificing integrityIf you're a security buyer tired of bloated tools and false promises, or a founder questioning the current VC-driven chaos, this episode is your wake-up call. The industry is at a crossroads: continue chasing mythical “unicorns” or build resilient, purpose-driven solutions that actually defend us against modern threats. The stakes couldn't be higher. Because if we keep funding the same flawed cycle, our cybersecurity defenses will remain weak—and the threat actors will keep winning. But there's hope. Some companies are bucking the trend, proving that profitability and genuine innovation are possible outside the VC model. This is essential listening for security professionals, founders, and investors ready to rethink what really works. Share if you're fed up with the status quo—because the future of cybersecurity depends on it.

Exposing The Dark Money Machine Behind AI PropagandaSUPPORT MY WORK: Buy a paid subscription to my newsletter at usermag.co     Support my work on Patreon: http://patreon.com/taylorlorenz I break down my investigation into a network of pro-AI and anti-AI meme accounts that I found were secretly being run and funded by OpenAI, Palantir, and Andreessen Horowitz's big $125M super PAC and dark money group. I reveal how these accounts operated, who is connected to them, why they promoted both sides of the AI debate, and how the organization at the center of the story confirmed key aspects of the reporting after publication.I talk about how a self-described “Meme Lord” named Jason Levin,  founder of Memelord Technologies was hired by the super PAC, Leading the Future, to create and run sock puppet accounts like “DoomersAreDumb” and “Jonathan Doomer” to attack AI critics, mock disabled people, post violent threats, and even pretend to be an anti-AI activist.OpenAI's president Greg Brockman donated millions to this campaign. OpenAI's head of strategy follows these meme accounts. And when confronted, Build American AI confirmed it all.Topics covered:AI propaganda and influence campaignsOpenAI and AI policy politicsDark money groups and Super PACsFake activist accountsAI-generated content networksMeme pages and online manipulationPolitical lobbying and artificial intelligenceSocial media influence operationsTech industry power and public opinion#AI #ArtificialIntelligence #TechNews #OpenAI #SiliconValley #MemeCulture #InvestigativeJournalism #InfluenceCampaign #AIDebate #TechPolicy #PowerUser

On this week's episode of Valley of Depth, we sit down with Ross Fubini, Managing Partner at XYZ Venture Capital, for a conversation about what it actually means to be early in a market nobody believed in. Ross wrote the first check into Anduril in 2016, alongside Founders Fund, before defense tech was a category, before the term sheet wars, and before the word "primes" became a punchline on X. He did it because he'd spent years inside the Palantir network and understood something others couldn't see from the outside: that the company was an unparalleled crucible for entrepreneurial talent, churning out founders who knew how to sell technology to the hardest customer in the world. XYZ has since backed 40+ Palantir alumni across 130+ companies, and the firm now sits at over $1.5B under management. We cover: Why Ross knew Anduril would win from day one and why he still underestimated how big it would get The Palantir thesis: what he saw in that network in 2017 that everyone else missed How the defense tech landscape has gone from "nobody will return your calls" to drunk pirates chasing cash Where the market is overcrowded and where there's significant whitespace How to invest in the SpaceX ecosystem without getting eaten by it What good board work actually looks like when a company is in trouble His case for why the best venture insight is almost always about a market shifting not just a great team • Chapters • 00:00 – Episode Trailer 00:46 – From engineer to investor 04:49 – What Ross saw in Palantir before anyone else was talking about them 06:43 – The founding story and pitch of XYZ 09:42 – How Ross's engineering background informs his investing 14:01 – The market moving around technology 16:14 – What Ross thought would be the outcome of his Anduril investment 17:40 – The truth in the assumption of the US government being a reliable customer in defense tech 23:54 – Anduril vs. other defense tech firms 26:48 – Sectors that Ross is hesitant on 28:35 – Capabilities on Ross's radar 30:02 – SpaceX IPO 33:26 – Investing in an industry with a dominant player 36:19 – How much is Ross focusing on space vs. everything else? 38:42 – Hardest moment Ross has had with a founder 42:10 – How the VC community has evolved since Ross's time at Netscape 44:41 – What does Ross do for fun?   • Show notes • XYZ's' website — https://www.xyz.vc/ Ross's' socials — https://x.com/fubini Mo's socials — https://x.com/itsmoislam Payload's socials — https://x.com/payloadspace / https://www.linkedin.com/company/payloadspace Ignition's socials — https://x.com/ignitionnuclear / https://www.linkedin.com/company/ignition-nuclear/ Tectonic's socials — https://x.com/tectonicdefense / https://www.linkedin.com/company/tectonicdefense/ Valley of Depth archive — Listen: https://pod.payloadspace.com/   • About us • Valley of Depth is a podcast about the technologies that matter — and the people building them. Brought to you by Arkaea Media, the team behind Payload (space), Ignition (nuclear energy), Decoding Bio (biotech) and Tectonic (defense tech), this show goes beyond headlines and hype. We talk to founders, investors, government officials, and military leaders shaping the future of national security and deep tech. From breakthrough science to strategic policy, we dive into the high-stakes decisions behind the world's hardest technologies. Payload: www.payloadspace.com Tectonic: www.tectonicdefense.com Ignition: www.ignition-news.com Decoding Bio: www.decodingbio.com

EL analista de Apta Negocios selecciona ASML, Danone, Carnival, Palantir y Microsoft como valores destacados

Saadia Khan sits down with Raj Goyle, whose parents came from India with a few dollars and a medical degree. His mom was the only female OB in Wichita shut out by the establishment, so she built her own referral network with Filipino and Vietnamese immigrant doctors. Raj took a different path: civil rights lawyer, ACLU after 9/11, state legislator, tech founder. Now he's in New York challenging a 20-year incumbent for State Comptroller. And he's got receipts: the current office is spending $1 billion in Wall Street fees that aren't growing your pension. It's proactively buying Palantir stock with your money. And there's a utility regulator in Albany cooking the books on your electric bill that nobody will touch. Oh, and his 83-year-old mother, naturalized for nearly 50 years, is scared she'll be deported. This is the race. Hit play. You can connect with Saadia on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@itssaadiak⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Raj Goyle on IG ⁠@rajgoyleny⁠ Email:saadia@immigrantlypod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠ Host & Producer: Saadia Khan I Content Writer: Saadia Khan I Editorial review: Shei Yu I Sound Designer & Editor: Lou Raskin I Immigrantly Theme Music: Simon Hutchinson | Other Music: Epidemic Sound Immigrantly Podcast is an Immigrantly Media Production. For advertising inquiries, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠info@immigrantlypod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠BOYOT (Belong On Your Own Terms) ⁠⁠⁠⁠is the next step. It's our new app, designed to help you think through identity, culture, ambition, relationships, and the stories we carry with guided reflections, prompts, and frameworks developed over years of conversations on this show. It's thoughtful. It's challenging. And honestly, it's the kind of space many of us wish existed earlier in our lives. If you're ready to go deeper than the podcast, subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BOYOT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and start the journey. Don't forget to subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Immigrantly Uninterrupted⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠for insightful podcasts. Follow us on social media for updates and behind-the-scenes content. Learn more about your ad choices. Visit megaphone.fm/adchoices

A wild trading session produced one of the biggest intraday swings we've seen in months, and options traders responded with aggressive positioning across the market. In this episode of The Hot Options Report, Mark Longo examines the names generating the most options volume, including Nvidia, Tesla, Apple, Micron, Intel, Amazon, Palantir, Nokia and Marvell. He also dives into today's Death Cross scan and highlights the short-dated options trades that captured traders' attention. Highlights include: ✅ Nvidia 210 calls dominate the tape ✅ Tesla traders pile into the 390 puts ✅ Apple continues its post-WWDC slide ✅ Micron volatility reaches another level ✅ Intel breaks below key levels intraday ✅ Amazon traders target the 250 strike ✅ Death Cross scan names surge Get more options data, custom scans and unusual activity analysis at: https://TheHotOptionsReport.com

The federal government's human capital arm added several new industry partners to its Tech Force hiring effort Monday as the program begins to take root in agencies. The new batch of companies is Cisco, Scale AI, Wiz, Arista Networks, Armada, Cognition AI, Cognizant, Payward, and Moveworks, per a release from the Office of Personnel Management. They join a cohort of a couple dozen companies that are already part of the program's industry support, including OpenAI, Google Public Sector, xAI, and Palantir. “These partnerships bring world-class engineering expertise into public service and create a stronger pipeline between industry and government at a moment when modernizing federal technology has never been more important,” OPM Director Scott Kupor said in a written statement Monday. According to the release, the companies will provide training resources and programming, as well as their own employees who they'll nominate for temporary federal service. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Senator Bernie Sanders recently hosted a panel on "The Existential Threat of AI," featuring Future of Life Institute co-founder Max Tegmark and other x-riskers. Dr. Nathalie Maréchal joins Emily and Alex to unpack this latest stop on Bernie's descent into doomerism. We return to the MST3k model with a rare video artifact!Nathalie Maréchal is a writer, researcher and advocate fighting for democracy and human rights in the age of technofascism. Her latest article, "Tech Policy Is on the Front Line of Fascism vs. Democracy. Pick a Side," is available in Tech Policy Press. She is currently the managing policy director at Northeastern University's Institute for Information, the Internet, and Democracy.References:"LIVE: The Existential Threat of AI and the Need for International Cooperation"Fresh AI Hell:"The AI Pledge for Humanity" petitionRichard Dawkins force-femmes a chatbotAnthropic claims LLMs have "emotion concepts"Palantir wants us all to stop being mean to data centers"Optimizing LLM costs by inventing employees again"Luxury surveillance catCheck out future streams on Twitch. Meanwhile, send us any AI Hell you see.Find our book The AI Con here, and MAIHT3k merch here.Subscribe to our newsletter via Buttondown.Follow us!EmilyBluesky: emilymbender.bsky.socialMastodon: dair-community.social/@EmilyMBenderAlexBluesky: alexhanna.bsky.socialMastodon: dair-community.social/@alexTwitter: @alexhannaMusic by Toby Menon.Artwork by Naomi Pleasure-Park. Production by Ozzy Llinas Goodman.

-Wired uncovered the dormant tool that contained algorithms which would have converted photos of faces into biometric identifiers stored on-device and cross referenced with each new facial scan. -Meta is once again asking a court to intervene in its long-running battle against spyware maker NSO Group. -The UK government is reviewing its National Health Service partnership with US data firm Palantir to decide if it will end the contract early. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Black, Donald Trump's appointee to lead the U.S. International Development Finance Corporation, is facing scrutiny after released DOJ Epstein records showed personal and business connections between him, his family, and Jeffrey Epstein. The records reviewed by the Guardian show that Black and family members invested in Environmental Solutions Worldwide in 2011, a company where Epstein held a stake through his Virgin Islands entity, Financial Trust. Ben Black and his brother Joshua became directors of the company that same year, while Epstein's involvement intersected with Leon Black, Ben's father and Epstein's highest-paying known client. The Guardian also reported records suggesting Epstein was scheduled to meet Ben Black, obtained his contact information after a family estate-planning meeting, claimed to have attended Ben Black's 30th birthday, weighed in on Ben's $11.5 million townhouse purchase, and appeared in correspondence involving a woman who sought Epstein's advice about communicating with Ben. Black has not been accused of wrongdoing, and his spokesperson denied that he had any personal or professional relationship with Epstein.The controversy matters because Black now oversees the DFC, a taxpayer-backed overseas investment agency whose lending cap was recently tripled to $205 billion, dramatically increasing the power of the office he runs. Trump appointed Black after Black and Palantir co-founder Joe Lonsdale promoted a more market-driven approach to foreign aid, but the Guardian reported that some DFC staff had already questioned his qualifications before the Epstein records became an internal concern. The broader issue is not just whether Ben Black personally did anything improper; it is that another person placed in a high-level federal role sits inside the sprawling overlap of Epstein, elite finance, inherited power, private investment, and political appointment. The reporting also places Ben Black's rise against the backdrop of Leon Black's long financial relationship with Epstein, including the Senate Finance Committee's finding that Leon Black paid Epstein $170 million for what Black described as legitimate tax and estate-planning services.to contact me:bobbycapuccI@protonmail.comsource:Trump appointee leading $205bn US agency had personal ties to Epstein, emails show | Trump administration | The Guardian

Ben Black, Donald Trump's appointee to lead the U.S. International Development Finance Corporation, is facing scrutiny after released DOJ Epstein records showed personal and business connections between him, his family, and Jeffrey Epstein. The records reviewed by the Guardian show that Black and family members invested in Environmental Solutions Worldwide in 2011, a company where Epstein held a stake through his Virgin Islands entity, Financial Trust. Ben Black and his brother Joshua became directors of the company that same year, while Epstein's involvement intersected with Leon Black, Ben's father and Epstein's highest-paying known client. The Guardian also reported records suggesting Epstein was scheduled to meet Ben Black, obtained his contact information after a family estate-planning meeting, claimed to have attended Ben Black's 30th birthday, weighed in on Ben's $11.5 million townhouse purchase, and appeared in correspondence involving a woman who sought Epstein's advice about communicating with Ben. Black has not been accused of wrongdoing, and his spokesperson denied that he had any personal or professional relationship with Epstein.The controversy matters because Black now oversees the DFC, a taxpayer-backed overseas investment agency whose lending cap was recently tripled to $205 billion, dramatically increasing the power of the office he runs. Trump appointed Black after Black and Palantir co-founder Joe Lonsdale promoted a more market-driven approach to foreign aid, but the Guardian reported that some DFC staff had already questioned his qualifications before the Epstein records became an internal concern. The broader issue is not just whether Ben Black personally did anything improper; it is that another person placed in a high-level federal role sits inside the sprawling overlap of Epstein, elite finance, inherited power, private investment, and political appointment. The reporting also places Ben Black's rise against the backdrop of Leon Black's long financial relationship with Epstein, including the Senate Finance Committee's finding that Leon Black paid Epstein $170 million for what Black described as legitimate tax and estate-planning services.to contact me:bobbycapuccI@protonmail.comsource:Trump appointee leading $205bn US agency had personal ties to Epstein, emails show | Trump administration | The Guardian

SpaceX is heading toward one of the most anticipated IPOs in market history, but the challenge is whether a company already valued in the trillions can still deliver the kind of explosive returns investors expect from an Elon Musk-led business.Chuck Zodda and Mike Armstrong break down the hype surrounding SpaceX, from Starlink and space-based data centers to the massive expectations already built into the stock before it begins trading. They also discuss why IPO investors should be prepared for major volatility, what past high-profile IPOs like Palantir, CoreWeave, Arm, and Rivian can teach investors, whether working from home is hurting careers and mental health, how retirees may be underspending out of fear, and why banks are training tellers to spot scams before customers lose thousands of dollars.

269 | Wie funktioniert eigentlich Palantir? Dieses Schweizer Startup verrät das Palantir-Playbook, weil sie es gerade für Europa durchspielen.Mach das 1-minütige Quiz und finde eine Geschäftsidee, die zu dir passt: digitaleoptimisten.de/quiz.Mehr zu Natzka unter natzka.comSo erreichst du uns:Sprachnachricht senden: https://www.speakpipe.com/digitaleoptimistenEmail schreiben: alexander@digitaleoptimisten.de

Palantir executive considered for CISA leadership EU unveils tech sovereignty package to cut reliance on U.S., Chinese suppliers Hackers now exploit SolarWinds Serv-U flaw to crash servers  Get the show notes here: https://cisoseries.com/cybersecurity-news-cisa-palantir-director-eu-tech-sovereignty-solarwinds-serv-u-flaw/ Thanks to our episode sponsor, Doppel Social engineering attacks look trustworthy — a routine request, an internal email, a familiar face on a call.   But Doppel sees through the disguise. Our AI-native platform detects and disrupts attacks across every channel, while training employees to recognize deepfakes and deception.   We fight relentlessly to protect your business, brand, and people.   Doppel. Outpacing what's next in social engineering.   Learn more at doppel.com.

Europe wants AI sovereignty. But can it reduce its dependence on foreign technology without sacrificing innovation, capability and competitiveness?In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed are joined by Matt Russell, Managing Director (Head of Secondaries) at VenCap International, to discuss Europe's growing sovereignty push, the debate around Palantir, the future of venture secondaries, enterprise AI adoption and the latest developments from Anthropic, SpaceX and OpenAI.The conversation explores why venture secondaries may be entering a new phase of growth, why some of the best-performing secondary investments are bought at premiums rather than discounts and what Europe's path to sovereign AI infrastructure could look like.Topics covered:Europe's AI and cloud sovereignty challengeThe Palantir debate and the risks of vendor lock-inWhy venture secondaries could become a much larger marketThe biggest misconceptions about secondary investingEnterprise AI adoption and the challenge of measuring ROIAnthropic, SpaceX and the next generation of AI mega-companiesOpenAI and the future of AI regulationWhether Europe can build sovereign AI infrastructureWhy AI may ultimately be a productivity and margin storyTimestamps(00:00) Introduction and the rise of venture secondaries(01:00) Why liquidity is becoming venture capital's biggest theme(05:00) Europe's sovereignty push and the Cloud & AI Development Act(12:00) Sovereign cloud, AI infrastructure and the search for European champions(18:00) The Palantir debate: dependency, lock-in and strategic control(24:00) Enterprise AI adoption, experimentation and proving ROI(31:00) Anthropic, SpaceX and the next wave of mega-cap technology companies(38:00) AI regulation, liability and the OpenAI lawsuit(42:00) Predictions: Europe's two-tier AI future(47:00) Deal of the week: defence tech, Gigaton and autonomous systems(50:00) What's next: Apple, the ECB and the SpaceX IPO(55:00) Closing remarksSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe

In this episode of The International Risk Podcast, Dominic Bowen speaks with Phil Booth, coordinator of medConfidential and a long-standing campaigner on medical confidentiality, patient consent and data governance, about what Palantir's growing role in the NHS reveals about public trust, private technology companies and the data infrastructure increasingly underpinning the modern state. The conversation examines the NHS Federated Data Platform, the use of Palantir Foundry and the wider risks that arise when critical public infrastructure becomes dependent on private technology companies. Phil argues that the central issue is not only whether the software works, but who controls it, how easily it can be scrutinised or replaced, and whether patients have any meaningful choice over how their health data is used. Dominic and Phil discuss the limits of pseudonymisation, weaknesses in current opt-out arrangements, the commercial value created around NHS workflows and data systems, and the danger of long-term vendor lock-in. Phil reflects on earlier disputes surrounding care.data and the extraction of GP records, arguing that successive governments have repeatedly failed to treat public consent as a necessary condition of legitimate health-data use. They also explore how Palantir's work with military, intelligence and policing organisations can create ethical and strategic tensions when the same company becomes deeply embedded in healthcare systems. The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical instability and organised crime to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter. Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage. Subscribe for all our updates!Tell us what you liked!

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (6/7/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble");   Rumble("play", {"video":"v78ruz8","div":"rumble_v78ruz8"}); Source Links (In Chronological Order): Do financial incentives linked to ownership of specialty hospitals affect physicians' practice patterns? - PubMed Do Physicians' Financial Incentives Affect Medical Treatment and Patient Health? - PMC Association Between Reimbursement Incentives and Physician Practice in Oncology A Systematic Review - PMC The Case Against Fee-for-Service Health Care | Third Way Johns Hopkins study suggests medical errors are third-leading cause of death in U.S. | Hub Study Suggests Medical Errors Now Third Leading Cause of Death in the U.S. - 05/03/2016 Medical error—the third leading cause of death in the US | The BMJ FastStats - Leading Causes of Death Report Highlights Public Health Impact of Serious Harms From Diagnostic Error in U.S. | Johns Hopkins Medicine New Tab (21) The Last American Vagabond on X: "One can only imagine the outrage if this were posted when Jack was “in control”. #Orwellian #TwoPartyIllusion #Hypocrisy #FreeSpeech" / X (21) Samar D Jarrah on X: "@elonmusk @CommunityNotes even yours?" / X (21) The Last American Vagabond on X: "@Zigmanfreud @elonmusk @CommunityNotes Exactly the point. https://t.co/gmNwjUjMMT" / X (21) Concerned Citizen on X: "

Sam, Dylan, and Dark Smith are back to break down: Dylan returning from Italy with food poisoning and 50 silent farts blamed on his infant daughter in economy class, Sam officially declaring himself a solo anarchist who is never voting again, the Three Secrets of Fatima and the Portuguese shepherd children who received apocalyptic prophecies from the Virgin Mary that correctly predicted World War Two, the Vatican suppressing the third secret for 40 years because it was too dark even for the Pope who went pale reading it, the theory that Vatican II was literally Satan infiltrating the Catholic Church from the inside, Sister Lucy possibly assassinated and replaced with a body double, the Gray Wolves hitman connected to NATO's Operation Gladio and the bullet now sitting in the Virgin Mary's crown, the new Pope's 40,000-word anti-AI manifesto and whether Catholics can now sue employers on religious freedom grounds for being forced to use ChatGPT, the alleged Palantir hack revealing the biggest blackmail operation since Epstein with Trump, Vance, and Elon's conversations sitting in a CIA spy cloud, Peter Thiel fleeing to Argentina right as it surfaces, Ivanka casually announcing she's buying a private Mediterranean island funded by Saudi weapons money, Hunter Biden's actually solid tweet about Don Jr. and Eric's corruption being way worse than his paintings, two Colombian tribes settling a land dispute with clubs while the women livestream it, a man in the UK getting stabbed and bleeding out in handcuffs while cops side with his attacker, Google dropping 32 million sterilized mosquitoes on California and Florida, Ben Shapiro playing Fortnite to save the Daily Wire's YouTube numbers, and Sam's scorched-earth eulogy for Scott Pelley and every journalist who stayed quiet through all of it. Rest in peace Jerry Rocha. Subscribe and give us that sweet brown hype.   Grab Tickets To Sam Tripoli's Live Shows At: https://samtripoli.com/events/ Albuquerque, NM: 6/12-6/13 Austin, TX: 6/18 Miami, Fl: 7/31-8/1 Lawerence, KS: 9/17-9/19 Tulsa, OK: 10/9-10/10 Dallas, TX: 11/07 New Orleans, LA: 11/13 - 15 Austin, TX: DEC 11th-13th:   Buy Our Merch or Sam Will Fight You: https://conspiracy-social-club-aka-deep-waters.myshopify.com/   Subscribe to the Patreon: https://www.patreon.com/AkaDeepWaters   Check out Dylan's instagram - @dylanpetewrenn   Check out Deep Waters Instagram: @akadeepwaters   Check out Bad Tv podcast: https://bit.ly/3RYuTG0   THANK YOU TO OUR SPONSORS: HIMS Go to HIMS.COM/CSC for your FREE Online Visist   MARS MEN MenGoToMars.com to 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts when you mention "CSC" or "DEEP WATERS" at checkout

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.

Anthropic brings Mythos to the NSA. A Palantir executive emerges as a possible CISA pick. A Linux flaw is under active attack. Minecraft malware goes commercial. An npm package gets caught in the Miasma worm campaign. Researchers document the first AI-driven container escape. A browser supply-chain compromise and a university breach with unexpected victims. Our guest is Ashu Savani, Co-Founder at TryHackMe, discussing building high performing SOC & IR teams. The web becomes machine majority. 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 On today's Industry Voices segment, we are joined by Ashu Savani, Co-Founder from TryHackMe, discussing building high performing SOC & IR teams. You can listen to the full conversation here. Selected Reading US National Security Agency using Anthropic's Mythos for cyber attacks (Financial Times) Trump considers Palantir exec to lead CISA (The Record) CISA Warns of Active Exploitation of Linux Container Escape Flaw (Beyond Machines) Game Over: WeedHack - The Rise of Minecraft Malware-as-a-Service Campaigns (McAfee Blog) Detecting Claude Cowork Insider Threat Activity (DTEX) Trojanized ai-sdk-ollama Delivers Miasma, a Self-Replicating npm Worm via binding.gyp (Endor Labs) Agentic threat actor hits the orchestration plane: AI agent-driven container escape (Sysdig) You do surprise me.exe: An unexpected executable in Hola Browser (SOPHOS) My SSN was exposed in a breach at Columbia—a school I have no connection with (Ars Technica) ‘Bots have now passed human traffic online,' Cloudflare boss laments — says agentic traffic wasn't expected to eclipse real people until next year (Tom's Hardware) 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

Watch every episode ad-free & uncensored on Patreon: https://patreon.com/dannyjones Bassem Youssef is a former heart surgeon turned comedian & political commentator from Egypt. Dubbed the "Jon Stewart of the Arab World," he was forced into exile in 2014 after legal harassment under military rule. SPONSORS https://irestore.com/danny - Use code DANNY for HUGE savings on iRESTORE. https://stopboxusa.com/danny - Use code DANNY for 10% off firearm security redesigned. https://takeultra.com - Use code DANNY for 10% off. https://whiterabbitenergy.com/?ref=DJP - Use code DJP for 20% off. EPISODE LINKS @bassemyoussefofficial  https://www.instagram.com/bassem FOLLOW DANNY JONES https://www.instagram.com/dannyjones https://twitter.com/jonesdanny OUTLINE 00:00 - From heart surgeon to stand-up comedian 07:50 - Gad Saad & s**cidal empathy 09:59 - APAC spending vs. Thomas Massie 16:26 - Evidence Trump is compromised 24:22 - Israel's plan to sow anti-semitism 27:55 - Israel's secret base in Iraq 34:10 - Building 7 38:06 - October 2023 43:58 - Jewish community in New Jersey 52:07 - Las Vegas sting operation on an Israeli official 54:12 - 2024's anti-semite of the month 57:19 - Future 'Muslim majority' 01:01:18 - Palantir surveillance state 01:05:08 - Bassem hasn't been to Egypt in 12 years 01:06:32 - How much of our money goes to Israel 01:12:48 - What's happening now in Gaza 01:15:47 - Why Netanyahu brings dirty laundry to the White House 01:24:02 - The biggest argument against Islam 01:30:59 - What happened to Epstein 01:33:13 - Hasbara & Israel's PR budget 01:37:08 - The Riyadh comedy festival backlash 01:40:21 - The Israel end times propehecy 01:48:21 - Palantir's unsettling new partnership 01:52:40 - The data center water crisis 01:55:28 - The expiration date for free speech in America Learn more about your ad choices. Visit podcastchoices.com/adchoices

Exploring Hidden Histories, Technology, and Cultural Quirks - June 3rd, 2026 Discover a wide-ranging conversation covering everything from ancient symbolism and controversial historical insights to modern tech innovations and societal oddities. This episode unpacks complex topics with a mix of humor, skepticism, and curiosity, appealing to those interested in deep dives into conspiracy theories, cultural observations, and technological breakthroughs. In this episode: The mysterious meaning behind "hot rods" and car-related origins of the term The significance of nighttime erections as health markers The role of nicotine in COVID-19 resistance and long COVID protocols Examining climate change predictions, the Mayan calendar, and ancient symbolism The paradoxes of open public spaces and bizarre health regulations in Canada Deep dives into AI advancements including self-hosted AI systems and water usage concerns The alleged secret activities of Palantir and connections to global surveillance Critical perspectives on media narratives, geopolitical strategies, and societal control measures The ongoing revelations about child exploitation rings within large corporations like Disney Analyzing the influence of Israel, Muslim nations, and global power structures The future scenarios of monetary systems, societal automation, and global alliances   To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support.   For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Patreon https://www.patreon.com/grimericaoutlawed   Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://www.simulationmaps.com/#products Disaster Maps, Volcano Sim, Asteroid Sim, Shipwreck Map, UFO Map etc https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Check out our next trip/conference/meetup - 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Introduction and banter about "hot rods" and car origins 02:00 - The health indicator of nighttime erections in men and women 05:00 - Nicotine's role in COVID-19 resistance and long COVID treatment protocols 08:30 - Canadian public spaces, bizarre regulations, and societal contradictions 15:00 - Deep dive into climate change predictions, Mayan calendar, and ancient symbolism 23:00 - The controversy around residential school amendments and free speech laws 31:00 - The influence of global NGOs, environmental projects, and climate initiatives 42:00 - Investigating AI developments, local self-hosted systems, and water consumption 50:00 - Surveillance tech, Palantir, and connections to Epstein-related allegations 60:00 - Deep scrutiny of Israel, Muslim geopolitics, and influence over world narratives 70:00 - The horrific reality of child exploitation and systemic abuse within institutions 80:00 - The manipulation of food sources, farmed versus wild fish, and vaccine concerns 90:00 - The possibility of a new world order, military alliances, and international power plays 100:00 - The potential for leadership shifts, geopolitics, and cautious optimism 110:00 - Wrap-up reflections, societal victories, and upcoming content teasers

This week on Grumpy Old Geeks, Brian and Jason stare directly into the flaming garbage barge of “the future” and discover that self-driving vehicles still can't tell the difference between a road and an urban swimming pool. Waymo stranded robotaxis in both Atlanta and San Antonio, while Gothenburg's brand-new autonomous bus service survived roughly one day before getting rear-ended by a tram like a lost RoboCop scene directed by Benny Hill. Meanwhile, Ferrari unveiled the Jony Ive-designed Luce EV, proving that if you give Apple designers enough money and untreated minimalist impulses, eventually everything starts looking like an uninspired bar of soap.The AI bubble keeps inflating like a cursed parade balloon nobody knows how to land. Uber admits it's spending fortunes on AI without being able to explain what it actually improves, Starbucks killed its AI inventory system after repeated losses to dairy products, and Google's AI search now struggles with advanced concepts like “ignore,” “stop,” and spelling “Google.” CEOs remain committed to replacing workers anyway, with 99% expecting AI-driven layoffs because apparently nothing says innovation like firing junior staff and replacing them with autocomplete that thinks there are two Ps in Google. Meanwhile, Spotify continues its transformation into the content equivalent of a casino buffet with AI-narrated magazine articles, while Pope Leo emerges as the lone adult in the room, suggesting humanity maybe shouldn't hand civilization over to glorified pattern-matching slot machines.Elsewhere in dystopia, Trump Mobile exposed customer data to the open internet because, of course, it did, while the White House reportedly plans to force-install its official app on government phones in what feels like the world's least subtle spyware rollout. Prediction markets are devolving into a legal cage fight between states and crypto gambling enthusiasts. A Google engineer allegedly made $1.2 million through insider trading on Polymarket because we've apparently rebuilt Wall Street out of meme apps, and researchers say your Wi-Fi router can now identify you by how your meat body disturbs radio waves. Add in SpaceX building a military sensor-to-shooter network straight out of a cyberpunk fever dream, China launching artificial embryo experiments into orbit to explore off-world reproduction, and Erin Brockovich mapping AI data centers draining entire towns' worth of water, and suddenly the most comforting thing this week might be watching The Grand-ish Tour and pretending the world still runs on gasoline and bad decisions.Sponsors: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/748Watch on YouTube at https://youtu.be/1ji4EPiTgQ4Links:The Mandalorian and GroguWaymos in Atlanta and San Antonio keep driving into flooded roadsGothenburg's self-driving bus trammed on day oneFerrari Luce unveiled: Here's the first car from Jony Ive's design houseUber president says AI spending is getting ‘harder to justify'Trump Mobile has exposed customers' personal data, including home addresses and phone numbersThe White House is reportedly forcing its official app onto all government employee phonesKalshi and Rhode Island sue each other in latest challenge to prediction marketsGoogle engineer charged with insider trading after making $1.2M on PolymarketGoogle is currently struggling to define words like disregard, stop and ignoreWhy Google's AI can't spell Google (or anything else)Starbucks abandons its AI inventory tool after only nine monthsMajority of Americans Support Ban on Surveillance Pricing and Electronic Shelf LabelsAnsel Adams' trust says AI-colorized version of his work was exhibited without permissionPeople used AI to recreate the voices of pilots killed in a plane crashSpotify now lets you stream narrated magazine articles, tooPope Leo calls for AI to serve humanity and not concentrate power99% of CEOs Expect AI-Driven Layoffs in the Next Two YearsUS Space Force confirms SpaceX will build sensor-to-shooter targeting networkStar Trek Title Card GeneratorErin Brockovich launches a crowdsourced AI data center mapResearchers Issue Warning About Tech That Could Turn Every Router ‘Into a Potential Means for Surveillance'China Launched Artificial Embryos to Orbit to Find Out If We Can Have Space BabiesI Am Not a Robot: My Year Using AI to Do (Almost) Everything by Joanna SternInside the Box: How Constraints Make Us Better by David EpsteinThe Grand-ish TourSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.