Podcasts about Palantir

Memo from corporate headquarters to staff:“Notice – the beatings will continue until employee morale improves.”That corporate joke would also fit the perverse ethic of the Republican Party's latest assault on homeless Americans. Believe it or not, the Party's new homeless policy – officially embraced by the Trump regime and already enacted by 16 right-wing state governments – is to blame homelessness on (guess who?) the homeless! Yes, hundreds of thousands of individuals and families living on the streets in our Land of Plenty are being ordered to go inside – even though they have no “inside.”But pious GOP politicos are not merely chiding the poor. They're using Big Government's authoritarian might to criminalize, arrest, incarcerate, and forcibly medicate some of the hardest-hit people in our country. It's a raw, disgraceful example of the aristocratic arrogance of today's billionaire brat class. Such as Silicon Valley Trumpster, Joe Lonsdale. He's been on a sadistic crusade to ban homeless indigents from making alleys, underpasses, and other vacant spots into their “home.” A multi-billionaire profiteer of the Palantir espionage conglomerate, Lonsdale lives in splendor in his mansions, but he doesn't want to be “bothered” by the poor who might be perturbed by the inequality he perpetuates. Indeed, Jon recently demanded that angry poor people who might pose a threat to upright, uptight royals like him should be subjected to public hangings.In a democratic society, government's role is not to protect the privileged from the people, but to protect the people from the oppression and ever-grasping greed of royal wannabes like Lonsdale. To keep track of the Republican assault on the poor, go to the National Homelessness Law Center: homelesslaw.org.Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

In this week's Stock Market Options Trading Podcast, I break down an XSP 0DTE trade I entered at the market open and how I was able to turn the position into a risk-free trade after the market moved in my favor.We'll walk through the trade structure, why I started with an in-the-money call credit spread, and how adding the opposing spread converted the position into an Iron Condor with no remaining downside risk.I also take a first look at CBOE's newer Magnificent 10 Index (MGTN), an equal-weighted index featuring the Magnificent 7 plus Broadcom, Palantir, and AMD. We'll look at why cash-settled index options are interesting for traders, along with the biggest issue with MGTN right now: liquidity.Plus, this week's episode covers:• The current SPX market setup and important gamma levels• What I'm watching as the market trades below 7700• This week's major economic and employment reports• Tuesday's SPX Opening Range Breakout statistics• The return of the X Files segmentThe goal is always the same: use data, backtesting, and market statistics to find practical ways to trade the S&P 500 and index options.

Daniel Mahncke and Shawn O'Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus's A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growing revenue at over 90%, with net dollar retention at 157% and adjusted operating margins above 60% — a Rule of 40 score of 155%, roughly double what the best software companies in the world achieve. It also trades at around 60 times sales, which is why The Economist called it possibly the most overvalued firm of all time. Daniel and Shawn discuss whether the ontology layer is a sustainable moat now that Microsoft and Google have launched competing products, what Alex Karp and Peter Thiel's politics mean for a company selling to Western governments, and why twenty years of losses turned into the fastest-accelerating software business on the market. In the end, Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:29) How Palantir's Ontology actually works (00:16:26) How AI turned around Palantir's business (00:20:59) Why Palantir has the best margins in the industry (00:34:22) Why no one seems to be able to copy Palantir's Ontology (00:38:01) How Palantir grows its customer base (01:07:36) Palantir's valuation discussion (01:11:37) How much Palantir stock is actually worth (01:12:52) Whether PLTR will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠⁠⁠. Satish Terala's ⁠AI Masterclass⁠. Future Investing's ⁠Interview with a Palantir FDE.⁠ Check out our previous Intrinsic Value breakdowns: ⁠Constellation Software⁠, ⁠Dell⁠, ⁠Alphabet⁠, ⁠Constellation Software Spinoffs⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Test is where new military hardware goes to wait.Mike sits down with Jenn Wilson, Head of Federal at Nominal, to talk about test and evaluation, the least glamorous gate between a program and the warfighter.Nominal builds test data infrastructure for hardware. Founded in 2022 by Anduril, Palantir, and Lockheed Martin alumni, it reached a $1 billion valuation in March.Jenn's take is that acceleration comes from optimizing what you test for. Cutting test points is the wrong lever.Topics include:Test and evaluation as a mission enablerHigh rate, multimodal test dataReal-time telemetry and closing the test loopDARPA CIPHER Forge and digital twinsClosing the sim to real gapThe F-35 crowdsourced flight data programKnowledge parity between primes and government testersLinksSign up for the newsletter! https://www.themerge.co/Support us on Patreon! https://www.patreon.com/the_mergeNominal homepage https://nominal.io/Nominal careers https://nominal.io/careersNominal LinkedIn https://www.linkedin.com/company/nominal-inc/Jenn LinkedIn https://www.linkedin.com/in/jennifer-t-wilsonFollow us on...LinkedIn https://www.linkedin.com/company/themergeInstagram https://www.instagram.com/merge_newsletter/X https://x.com/MergeNewsletterFacebook https://www.facebook.com/themergenewsWebsite https://www.themerge.co/Chapters: 00:0000:32 intro01:47 why this, why now02:32 test is not sexy03:47 test as an afterthought05:40 more data, less insight07:18 where the name comes from07:54 the founding story10:43 Mike is a user11:16 streaming telemetry in real time13:14 design of experiments15:17 the Fid Labs acquisition16:31 DARPA CIPHER Forge19:35 closing the sim to real gap20:21 the commercial side23:31 lessons from Ukraine25:00 F-35 crowdsourced flight data27:15 fleet bugs found in days29:07 combined test force31:50 experimental operations unit32:34 speeding up test33:09 the pilot taking fire34:21 knowledge parity with the primes35:18 a billion dollar valuation36:03 hiring at Nominal#defensetech #podcast #military #testandevaluation #flighttest #digitaltwins #darpa #f35 #autonomy #nationalsecurity #airforce #dualuse #militarytechnology

Very Important Links!Support the show on Patreon! - Other ways to support the show!Join our Discord! - Buy some merch!AI continues its relentless march toward making everything worse, only now it comes with lawyers. Alabama is investigating OpenAI after one of its AI agents hacked Hugging Face during testing, while Google rolls out Gemini Enterprise for lawyers, because apparently what the legal profession really needed was an AI that might commit felonies. Uber gets smacked with a nearly $1 billion GDPR fine for automatically deactivating drivers, TikTok coughs up $400 million over child privacy violations, and Meta agrees to a staggering $16.68 billion settlement over alleged harms to kids. Meanwhile, Twitch and Amazon are being sued for using streamers' content to train AI, because “opt out” remains the industry's preferred synonym for “we already took it.”Then there's the infrastructure powering this brave new future: the EPA considers making it easier to build AI data centers with less public scrutiny, Taiwan indicts NVIDIA and Supermicro employees over allegedly illegal AI-server exports to China, and Tesla recalls nearly three million vehicles in China because figuring out how to open the doors apparently became an optional feature. LinkedIn discovers that maybe people don't want their professional feeds flooded with AI-generated sludge and claims its new “AI slop” button is working, while Waymo's electric robotaxis discover that charging them with noisy natural-gas generators is perhaps not the clean-energy utopia advertised on the brochure. Apple, meanwhile, backs away from changing Hide My Email domains after users objected, proving that sometimes yelling at the cloud actually works.Plus: Star Trek goes Muppet, books worth reading, nerf guys, AI-generated Hacker News stats, retro gaming, and the sad news of both Dolly Parton and Tim Curry's deaths.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.StoryBlocks - For a limited time, they're offering 15% off any annual plan at storyblocks.com/gogHIMS - Visit Hims.com/gog to get a personalized, affordable plan that gets you.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/760Watch on YouTube at https://youtu.be/v_m2XT4_ZCYSHOW NOTESSend us Feedback!NEW! - GOG T-Shirt - You Are Here! - v1NEW! - GOG T-Shirt - Elon Kills Babies - Heavy Duty - FrontAlabama launches probe into OpenAI after Hugging Face breachGoogle expands Gemini Enterprise AI platform for law firms, lawyersUber hit with a nearly $1 billion fine for automatically deactivating drivers in EuropeTikTok will pay $400 million to settle Justice Department lawsuit over child privacyMeta reaches $16.68 billion settlement over social media harms to childrenTwitch and Amazon hit with lawsuit for training AI with streamers' contentThe EPA's Response to AI Data Center Backlash: Keep Building, but Keep It Hush-HushTaiwan reportedly indicted NVIDIA employees for exporting prohibited AI servers to ChinaChina Recalls Nearly Three Million Teslas Over Unsafe Door HandlesLinkedIn says its AI slop button is workingAustin park goers upset by adjacent loud Waymo EV generatorsApple reverses planned Hide My Email domain change after user pushbackStar Trek: Strange New GimmicksTed LassoSiloReacherThe WestiesThe Simpsons: Yellow Mirror | Exclusive Episode on Disney+ | TrailerThe Pitt Season 3 | Official Teaser | HBO MaxAmazon First ReadsI've Got a New Complaint: Essays on Aging Disgracefully and Other Small Disasters by Laurie NotaroThe Theory of Everything Else: A Voyage Into the World of the Weird – A Hilarious Handbook of Mind-Boggling Mysteries by Dan Schreiber (of the No Such Thing as Fish podcast)Welcome to Your Life: Love, Death & Tears For Fears – An Iconic Musician's Journey Through Grief, Addiction, and Recovery by Roland OrzabalPicks and Shovels: A Martin Hench Novel by Cory DoctorowThis Is How You Lose the Time War by Amal El-MohtarDave BittnerThe CyberWireHacking HumansCaveatOnly Malware in the BuildingLearn Circuits CourseArduino Starter Kit R4Kirby: Art & Style Collection by VIZ MediaStar Wars: The Lightsaber Collection by Daniel WallaceStar Wars: The Secrets of the Sith by Marc SumerakX-Shot Insanity Motorized Rage Fire Gatlin Gun with Tripod - Foam Gun for Maximum FirepowerMaster BlasterHow much of Hacker News is AI?Full Throttle full game playDolly and Miss PiggyDolly Parton, country star, actor and philanthropist, dies aged 80See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daniel Mahncke and Shawn O'Malley take a deep dive into Palantir (NASDAQ: PLTR), the data and AI platform behind everything from battlefield targeting systems to Airbus's A350 production line, with customers including the U.S. Army, the NHS, Ferrari, and Airbus. Palantir is growing revenue at over 90%, with net dollar retention at 157% and adjusted operating margins above 60% — a Rule of 40 score of 155%, roughly double what the best software companies in the world achieve. It also trades at around 60 times sales, which is why The Economist called it possibly the most overvalued firm of all time. Daniel and Shawn discuss whether the ontology layer is a sustainable moat now that Microsoft and Google have launched competing products, what Alex Karp and Peter Thiel's politics mean for a company selling to Western governments, and why twenty years of losses turned into the fastest-accelerating software business on the market. In the end, Daniel values the business and decides whether PLTR deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:29) How Palantir's Ontology actually works (00:16:26) How AI turned around Palantir's business (00:20:59) Why Palantir has the best margins in the industry (00:34:22) Why no one seems to be able to copy Palantir's Ontology (00:38:01) How Palantir grows its customer base (01:07:36) Palantir's valuation discussion (01:11:37) How much Palantir stock is actually worth (01:12:52) Whether PLTR will be added to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠⁠. Satish Terala's AI Masterclass. Future Investing's Interview with a Palantir FDE. Check out our previous Intrinsic Value breakdowns: Constellation Software, Dell, Alphabet, Constellation Software Spinoffs. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠: Scribe Plus500 Netsuite Plaud References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

They were wrong: software and AI are running togetherSean Emory of Avory & Co. argues the SaaS apocalypse narrative is broken. CRPO accelerations at Salesforce, ServiceNow, Okta, Palantir, MongoDB, and Zoom, plus NVIDIA's data center guide, show software and AI are compounding together, not cannibalizing. Sean walks the four layers of the AI stack, why distribution wins at the application layer, and where the real risks sit.Chapters00:00 The SaaS is dead narrative01:07 Intro and disclosures01:50 Is the SaaS apocalypse wrong03:52 Backlog signals: CRPO04:16 Salesforce and Agentforce05:50 ServiceNow and Okta06:52 MongoDB and Zoom08:31 Four layers of the AI stack12:37 NVIDIA's full stack strategy16:31 Risks and what to watch18:11 Wrap upMore from Avory & Co.Newsletter: investingwithdata.comWebsite: avoryfunds.comDisclaimerFor educational purposes only. Not investment advice. Opinions reflect our views as of the recording date and may change. Avory & Co. and Sean Emory may hold positions in securities discussed. Do your own research and consult a professional before making investment decisions.

If you want to understand how one of the most powerful and least visible men in the world arrived at a philosophy arguing that democracy is a failed experiment- his words, not Dov's- you need to understand the wound that preceded the framework. His name is Peter Thiel. There's a reasonable chance you haven't heard of him. That isn't an accident. Thiel co-founded PayPal. He was Facebook's first outside investor, turning $500,000 into more than a billion dollars. He co-founded Palantir, now embedded in the military, intelligence, and immigration enforcement infrastructure of the US, UK, Israel, and other governments. He's funded political careers, think tanks, legal institutes, and a movement designed to replace elected governance with something considerably less accountable. He's worth somewhere between five and ten billion dollars. And he operates almost entirely in the background. Because the background is where the real architecture gets built. This episode is not a political analysis of Peter Thiel. It is an examination, through thirty years of Dov Baron's work with the Emotional Source Code, of the specific biographical wound that produced the specific framework now operating at civilizational scale. Seven elementary schools across three continents. A mind of extraordinary intelligence processing the world at a different speed than everyone around it. A sexuality requiring concealment in every environment it moved through. That's not one wound. That's a compound fracture. And in this episode, Dov Baron shows you exactly what happens when a compound fracture is given five billion dollars and forty years to work with. . THE QUESTION TO CARRY Pink Floyd ends Money with the cash register sound coming back. The thing you thought you'd moved beyond. Back at the beginning. Still running. What's the instrument you've believed will finally solve the thing you haven't yet named? IN THIS EPISODE 00:00 Power and Wounds 00:52 Pink Floyd Money 02:32 Episode Framework 04:25 Who Is Peter Thiel 06:06 Unexamined Source Code 08:14 Thiel Childhood Displacement 10:33 Processing and Concealment 12:20 Designing the Tribe 14:10 When Money Mutates 16:06 Beyond the Evil Label 18:08 The Pattern to Notice 19:30 Closing Questions 19:52 Final Takeaways   THE SERIES: WHAT DO YOU HAVE TO BELIEVE TO BELIEVE THAT? Episode 1: You Didn't Think It. It Was Thought For You. [URL]   ABOUT DOV BARON Dov Baron has spent thirty years inside the rooms where leaders make decisions that shape organizations and the people inside them. He works at the intersection of the Emotional Source Code and the Emotional Meaning Architecture: the meaning running underneath every decision before it reaches conscious examination. Dov works with elite leaders quietly shaping industries, cultures, and nations. New episodes weekly. Dov Baron: https://DovBaron.com To inquire about the possibility of working privately with Dov: dov@dovbaron.com   ABOUT THE POLYMATHIC PERSPECTIVE The Polymathic Perspective examines the emotional logic beneath power, culture, identity, and meaning. Together, we discover how psychological, cultural, and geopolitical patterns drive behaviors, not just in people, but in systems. If you've been told your curiosity is a liability, it's your greatest asset.   RATE, REVIEW, SUBSCRIBE If this episode changed how you look at the frameworks built by the people currently shaping your world, please rate and review The Polymathic Perspective on Apple Podcasts. Share it with one person who has ever called someone powerful simply evil without asking what wound built the framework first. Connect with Dov Baron:https://DovBaron.comdov@dovbaron.comRate, review, and send this episode to the most thoughtful builder you know. That is how the algorithm finds the people who still ask why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z). Erin joined a16z from Index Ventures in 2024, where she was a Partner focused on software infrastructure and applied AI. She previously served as Head of Product for Palantir's data analytics and machine learning program. The American Dynamism practice invests in founders and companies that support the national interest spanning aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing. We were thrilled to hear Erin's perspective on the rapidly evolving intersection of AI, energy, and industrial technology. In our conversation, Erin shares the story behind a16z's American Dynamism practice and its early investments in companies including SpaceX, Anduril, Applied Intuition, Shield AI, and Skydio. She discusses how the firm's conviction in the space developed well before the recent surge of interest in industrial technology. We explore the convergence of AI, supply chain vulnerabilities, geopolitical pressures, reindustrialization, and skilled labor shortages, which Erin believes are creating the conditions for the “next great American industrial build-out.” We discuss physical AI and robotics, the potential to automate dangerous, expensive, and labor-intensive activities across energy and industrial operations, the challenges of deploying physical AI, and the importance of taking a practical approach to automation by starting with specific activities where the economics make sense and expanding from there. We touch on why venture capital is returning to energy and industrial technology, China's advantage in deployment versus the U.S.'s strength in experimentation and entrepreneurship, and the importance of permitting and regulatory certainty. We also examine data centers and the broader question of whether America wants to build, Erin's thoughts for energy and industrial leaders looking to accelerate innovation within their organizations, and much more. Special thanks to Erin for joining! We look forward to partnering with a16z on our upcoming Energy & Industrial Technology Showcase in Houston on September 10. Mike Bradley kicked off the discussion by noting that the 10-year U.S. Treasury yield was trading at ~4.65%, down ~10bps on the week but still near its highest level of the year. Bond investors are focused on the ongoing Canada tariff dispute, Wednesday's Core PCE inflation report, and Chairman Warsh's Jackson Hole speech on Friday. Major equity indices finished lower last week but are modestly higher this week, with attention now centered on NVIDIA's second-quarter earnings report Wednesday and its 6- to 12-month capital spending outlook. Turning to energy markets, Mike highlighted that WTI crude oil had declined ~$5/bbl this week to ~$82/bbl following the Treasury Secretary's announcement of “Operation Economic Outcast,” aimed at increasing economic pressure on Iran. EU natural gas prices rose another ~$1/MMBtu to ~$23/MMBtu, with storage levels remaining a concern ahead of winter. The energy sector was modestly lower this week but remains up ~5% month-to-date, led by refiners (+~12%). In power, electric utilities are down ~5% month-to-date, while IPPs, large-scale generators, and distributed generation providers are down ~10%–15% on average, largely reflecting higher interest rates and growing state-level opposition to data center development.

Bill talks to journalist Gil Duran about his book, The Nerd Reich: Silicon Valley Fascism and the War on Democracy, arguing that a tech-driven oligarchy already wields outsized power through figures like Mark Zuckerberg, Peter Thiel, Jeff Bezos, and Elon Musk, including political donations to Donald Trump and lucrative government contracts. Duran describes the rapid expansion of AI-fueled data centers as a visible flashpoint driving bipartisan local backlash over land use, water, pollution, and electricity costs. He focuses on Thiel's long-running anti-democratic worldview, influenced by Thiel-backed thinker Curtis Yarvin into mainstream politics, including “Freedom Cities.” Duran warns crypto has become a “weapon of mass corruption,” criticizes Washington's reluctance to confront these forces, and calls for public organizing, curbing billionaire power, and resistance movements targeting surveillance and contractors like Palantir and Flock. You can get your copy of Gil's prescient book at Bookshop.org. Or paste this link into your browser: bit.ly/4qxH9gy .Today, Bill reminds of how important certain Senate races are to retake control of the government from Trump's unfettered corruption. Best way to help is donations to these Democratic candidates through the great Democratic fundraising platform, ActBlue.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

GUnitedHealth shareholders sue company over ‘corporate governance failures on a historic scale' UBS fined record $125 million for money laundering violations$125 million civil penalty to the U.S. Treasury's Financial Crimes Enforcement Network (FinCEN) for willful violations of the Bank Secrecy Act (BSA), the primary U.S. anti-money laundering law.FinCEN said the fine is the largest ever assessed against a broker-dealer for BSA violations.The settlement marks FinCEN's second enforcement action against UBS Financial Services, a subsidiary of the Swiss bank UBS. The firm had previously paid a $14.5 million penalty in December 2018 for similar failures, including inadequate monitoring of foreign currency wire transfers.Despite assurances to regulators that it would fix the underlying problems, the firm subsequently failed to monitor more than 50,000 foreign currency wires with a combined value exceeding $10 billion.SEC launches new enforcement unit aimed at accounting fraudHow??The unit will be housed within the SEC's Division of Enforcement and staffed by both attorneys and accountants with specialized skills related to financial reporting, accounting, and auditing in securities regulation, according to the announcement.The announcement is “a little surprising” given the SEC's current deregulatory focus under Chair Paul Atkins, Rebecca Fike, a partner in Reed Smith's regulatory and enforcement group, told CFO Dive.Andreessen Horowitz Focus of DOJ Probe Over Board DirectorsBIG DATA and AI BS‍ ‍Gwyneth Paltrow is rumored to be throwing a party for AI mogul Sam Altman. People don't love the opticsPaltrow played WeWork Rebekah NeumannAnthropic is embedding invisible watermarks in Claude text and images Young People Hate AI CEOs So Passionately That It's Almost Hard to BelieveCNBC survey asked over 1,000 US adults aged between 18 and 34Asked “who do you trust to act responsibly on AI?” the vast majority of participants said they “don't trust” any of the nine figures.Palantir's extremely controversial CEO Alex Karp scored the lowest, with 81 percent choosing “don't trust,” while Microsoft CEO Satya Nadella fared the best — albeit with a pitiful 35 percent “trust” score.Everyone else fell in between: 79 percent of respondents said they don't trust Peter Thiel, while a whopping 71, 70, and 69 percent said they “don't trust” Mark Zuckerberg, Elon Musk, and Sam Altman, respectivelyMeta, others lose appeal to drop thousands of social media addiction lawsuitsA U.S. Appeals Court [Judge Jacqueline Nguyen] said that thousands of lawsuits targeting Meta Platforms, ByteDance's TikTok and other social media outlets over claims that social media is harmful and addictive can proceed.The court also denied Meta's request to postpone a trial over allegations that they used data from children to keep them on its platforms.AI data center outrage is showing up everywhere from ads to electionsSpirit Flight Attendants Fight Google's Data Bid for AIThe flight attendants want assurance that their confidential information will be removed from the sale of the defunct airline's digital recordsCULTURE WARSThe 'MAGA Alternative to Amazon' Is Fighting for Survival After Nearly $160M in Losses and 99% Stock CrashPublicSquare's marketplace has struggled to grow despite political backing, prompting a costly shift to financial servicesDisney is suing the FCC in a departure from former CEO Bob Iger's strategy US firms that kept DEI policies despite ‘go woke, go broke' threats thrived Ellison Is Now Willing to Sell CNN to Save His $111 Billion DealE Solar Panels on Storage Units: Illinois Is Going All In on This No-Brainer First test flight of largest all-electric aircraft used just $5 of electricity Trump ordered to release billions in climate grants meant for Black communitiesa $2.8 billion program meant to help mitigate the harm from climate change and environmental issues in Black, low-income, and disadvantaged communities.Trump tried to curb clean energy. It's booming anywayClean energy additions will rise by a record 45 gigawatts this year, according to S&P Global Energy—equivalent to the average electricity demand of Turkey. The increase is roughly 25 percent higher than the record set in 2024.It Just Got Way Easier to Sue Fossil Fuel Companies Over Climate ChangeClimate attribution scienceA new peer-reviewed study published earlier this month in Earth's Future suggests that it is possible to demonstrate that “emissions from company X cause injury Y.”It also could potentially provide evidence so industry could be forced to answer for climate impacts.The new methodological framework has, for the first time, drawn a straight line from single corporate emitters like Exxon or Chevron, or even whole countries like the United States, to specific heatwaves and areas of extreme rainfall.By running over 150 simulations across 8 different climate models, the study's author, Christopher Callahan—an Earth systems scientist and assistant professor at Indiana University's O'Neill School of Public and Environmental Affairs—built a statistical model to figure out the relationship between the amount of carbon dioxide in the atmosphere and the odds of extreme heat or rain. He then used real emissions data to calculate the extent to which specific fossil fuel emitters increased the risk of extreme weather.SPEED ROUND‍ ‍DuckDuckGo Is Selling Anti Pervert Glasses That Contain Zero AI, Cameras, or Even Electronics Whatsoever Jason Kelce Wants Fans to 'Pee on Computers' to Protest AI Water Use: 'We Want Your Pee' Cards Against Humanity Unveils 'Sad Little Bitch' Elon Musk Monument Near Texas StarbaseFrance bans unsolicited telemarketing calls--$87,000 fine per call I'm the CEO of Siemens. I reply to most emails with 2-letter responses and don't have recurring meetingsScientists Genetically Engineer High-Protein LettuceGen Z is bringing pen and paper back to the workplaceArianna Huffington says even high-flying CEOs are unhappy and feel stuck in their multimillion-dollar jobs: ‘It's a trap'Bank of America is splashing out $250 million a year on weight loss drugs for its staff: ‘We see a great impact on employees,' CEO says‘We see a great impact on employees,' CEO saysExcuse me? Body shamer.

Albany Teamsters president has been a naughty boy. A local woman was entrapped by the FBI in a terrorism plot. NY mental health courts need more love. A plastics packaging bill has been killed under suspicious, romantic circumstances. Palantir co-founder is weirdly obsessed with criminalizing homelessness. And a river otter was spotted in the Bronx River!   https://www.timesunion.com/news/article/albany-teamsters-head-accused-funneling-union-22396227.php    https://www.timesunion.com/state/article/woman-charged-plotting-terror-attack-ny-capitol-22396206.php    https://www.timesunion.com/news/article/jessica-bowie-capitol-bombing-plot-mental-health-22398534.php    https://nypost.com/2026/08/22/us-news/isis-plotter-jessica-bowie-threatened-to-blow-up-house-roommates/    https://nysfocus.com/2026/08/04/mental-health-courts-new-york    https://nysfocus.com/2026/06/11/heastie-new-york-plastics-packaging-reduction-recycling-bill-vote    https://www.theguardian.com/us-news/2026/aug/19/otter-bronx-river-new-york-city    https://www.motherjones.com/politics/2026/08/joe-londsdale-cicero-institute-homelessness/

Can organizations trust an AI recommendation when they cannot understand the evidence, relationships, and previous decisions behind it? In this episode of Tech Talks Daily, I welcome back Jim Webber, Chief Scientist at Neo4j, to discuss the company's acquisition of GraphAware and its move from graph database provider to graph intelligence platform. GraphAware has worked with Neo4j for many years and developed Hume, an intelligence analysis platform used to connect and examine complex information. Bringing the two companies together gives Neo4j a direct role in applications serving police forces, governments, intelligence agencies, and other organizations handling connected data. Jim explains why context has become one of the biggest requirements for dependable AI. Enterprises already possess enormous volumes of data, but facts alone provide endpoints rather than the complete path leading to a decision. An agent needs to understand the knowledge available, the conversation taking place, and the record of previous decisions. It also needs to know which actions produced good outcomes and which produced poor ones. Jim compares these information layers to SimCity. Each can be viewed separately, but their greater value appears when they are combined. Knowledge, conversations, and decision traces can then help an agent understand why something happened and learn from the result. This introduces an interesting lesson from scientific research. Positive outcomes are frequently published, while failed experiments receive less attention. An AI agent needs both. Recording the breadcrumbs behind good and bad decisions provides the material required to improve its future behavior. We also discuss why large language models cannot understand every organization by themselves. Jim describes a model as a lossy compression of the internet. It can generate impressive natural language, but it does not automatically understand a company's policies, customers, history, evidence, or operating environment. Retrieval augmented generation can introduce relevant organizational information into the process. Graph RAG adds relationships between facts, helping the system understand how people, events, products, accounts, and other entities connect. According to research Jim references from the National Innovation Centre for Data, Graph RAG can improve accuracy while reducing costs by using fewer, higher-quality tokens. Explainability becomes especially important when AI supports decisions across policing, cyber defense, taxation, intelligence, banking, and government. A fluent answer may sound authoritative while containing a serious technical mistake. Jim shares an example from his own work where an agent confidently warned him about a "committed minority" inside a fault-tolerant computing protocol. The statement sounded plausible, but only a majority could commit within that protocol. Someone without Jim's technical knowledge might have accepted the recommendation and removed working code. This leads us to human oversight. Jim argues that the correct level depends on the consequences of the action. Automating a routine banking process with monitoring and safeguards may improve the customer experience. Ordering someone's arrest based solely on an agent's conclusion demands human involvement. We also consider digital sovereignty and why control over data has become a strategic concern for governments and large enterprises. Geopolitical instability, overseas technology dependencies, privacy requirements, and changing national policies are forcing leaders to ask where their data resides and whether they can retrieve or move it. Jim explains how Neo4j intends to offer organizations flexibility over where their information is stored and how it is deployed. The discussion also examines the opportunity for Neo4j and Hume to provide an alternative within a market where Palantir has held a powerful position. Looking ahead, Jim imagines intelligence analysts directing swarms of digital agents. Those agents could search data, connect evidence, identify relevant patterns, and present findings while humans retain responsibility for consequential decisions. If AI can connect information at machine speed, how do we ensure the person making the final decision can inspect the evidence and challenge the conclusion? Listen to the episode and share your thoughts with me.

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In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Zoll-Eskalation in Nordamerika, die große Krypto-Erholung und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Merck & Co., Johnson & Johnson, Robinhood, Coinbase, Strategy, Tesla, Freeport-McMoRan, Salzgitter, Thyssenkrupp, Aurubis, Meta, Motorola Solutions, Berkshire Hathaway, Visa, Mastercard, Cintas, Home Depot, Fidelity National Information Services, Palantir, RTX, Northrop Grumman, State Street SPDR S&P U.S. Technology Select Sector (WKN: A14QB5), iShares U.S. Treasury Bond ETF (WKN: A2JKTZ), iShares GSCI Commodity Dynamic Roll Strategy ETF (WKN: A14SNM), iShares Physical Gold EUR Hedged (WKN: A3GX4G), Invesco Physical Gold EUR Hedged (WKN: A28QBG), Xetra-Gold (WKN: A0S9GB), EUWAX Gold Core (WKN: EWG4CR) und Euwax Gold II (WKN: EWG2LD). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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 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/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Billionaires, millionaires and biohackers are plying themselves with supplements and consulting AI to extend their lives indefinitely. But would you want to live forever? This week, Ellen and Alona are joined by journalist and author Katherine Stewart, who investigates the politics of the longevity movement.Katherine shares her experiences undercover at exclusive longevity conferences, trying supplements and testing her hormone levels. She discusses key figures like Bryan Johnson, the “most measured person in history”, famous for trying to inject himself with his young son's blood, and Palantir's Peter Thiel.She also explains the appeal of “transhumanism”, and argues that the original meaning of “self-care” has been usurped. As the movement marshals deep science and high anxiety, with potions and powders promising detoxes, how much can be trusted?To read Katherine's piece ‘The time I tried to live forever', click here: https://www.prospectmagazine.co.uk/politics/policy/health/74081/the-time-i-tried-to-live-forever Hosted on Acast. See acast.com/privacy for more information.

Jen Abel is the co-founder of JJellyfish and GM of enterprise sales at State Affairs. She is widely regarded as one of the sharpest practitioners in enterprise sales, and for that reason, this is her third visit to the podcast. In our first conversation we went deep on founder-led sales; in our second we mapped the $1M–$10M playbook. This time we do something I've never seen on another podcast: walk step by step through the full enterprise sales cycle. Most people think it's five steps. Jen shows it's closer to 15.In our in-depth conversation, we discuss:1. Why the standard five-stage CRM pipeline is a forecasting tool, not a sales process, and what the real 15-step cycle looks like2. The “pincer model” for landing the first meeting at the executive and N-minus-one level simultaneously3. How to craft a two-to-three-sentence message around giving them “alpha”4. How to run an intro call that extracts maximum intelligence before you ever show a demo5. The two-to-three-day pilot structure, how to define success jointly, and when to charge for a longer pilot versus giving it away6. Navigating pricing, procurement, redline negotiations, and the final signature without losing momentum—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Where to find Jen Abel:• X: https://x.com/jjen_abel• LinkedIn: https://www.linkedin.com/in/earlystagesales• Website: https://www.jjellyfish.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:49) Why Jen is giving away her enterprise sales playbook(05:54) Example: selling AI legal tech to SpaceX(09:11) Step 1: Landing the meeting(18:44) Step 2: Running the intro call(30:00) Step 3: Running a follow-up call(36:30) Step 4: Prepping the pitch/frame for demo(38:36) Step 5: Running the demo(46:45) Step 6: Post-demo debrief(48:59) Step 7 through 9: Preparing for and running the pilot(01:03:44) Why the standard five-stage CRM pipeline doesn't work(01:04:49) Step 10: Post-pilot session(01:07:48) What a healthy enterprise win rate looks like(01:11:45) Steps 11 through 14: Navigating procurement and getting the signature(01:18:01) How to think about expansion(01:19:18) How buyers can say no without wasting everyone's time(01:21:53) Why enterprise sales is a lot like product management(01:22:27) Closing thoughts—Referenced:• State Affairs: https://stateaffairs.com• The ultimate guide to founder-led sales | Jen Abel (co-founder of JJELLYFISH): https://www.lennysnewsletter.com/p/master-founder-led-sales-jen-abel• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• SpaceX: https://www.spacex.com• Lemlist: https://www.lemlist.com• Palantir: https://www.palantir.com• Jason Lemkin on X: https://x.com/jasonlk• We replaced our sales team with 20 AI agents—here's what happened | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/we-replaced-our-sales-team-with-20-ai-agents• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• Careers at State Affairs: https://stateaffairs.com/careers—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

BEST OF: After our “AILIEN The Final Card” show, it became apparent that the push to grant mass “amnesty” to every person and agency involved in black budget programs was a dangerous narrative gaining more traction by the day, and now compounded by an executive order from the White House titled “Launching the Genesis Mission.” This program seeks to support, along with the AI regulation moratorium of the BBB, the narrative that “America is in a race for global technology dominance in the development of artificial intelligence (AI).” The first section states: “the challenges we face require a historic national effort, comparable in urgency and ambition to the Manhattan Project that was instrumental to our victory in World War II.” But what suddenly changed? Have other countries cracked the AI egg entirely or has, as the UFO community suggests, they reverse engineered alien tech fully? Even so, a dangerous nationwide Manhattan Project should be a secret, not a public initiative. One part of the EO says the goal is to develop "AI-enabled predictive models, simulation models, and design optimization tools,” things that have been sold to the public over and over again, from climate change to pandemic models, but which have all been wrong. But if AI says something is true based on a model, it must be correct. However, if AI is merely saying what is most likely based on current actions, like a tarot reading, then if all current policies are designed for war then isn't that what we will get? Isn't that what Alex Karp of Palantir said would happen? And isn't “Genesis” also “skynet”?For those left waiting for something “big” to happen it will be disappointing to learn that it already has. Engineered smart/micro-dust is currently turning the world into a giant sensor, while Sam Altman of the Stargate Project, OpenAI, and the Orb, is now funding CRISPR-based embryo gene editing as the alterer-of-man.And to keep us entertained during this slow-burn apocalyptic invasion, we have KION, an AI-created K-pop star who's clearly created with all he best black goo moments from Taylor Swift, Lady Gaga, Billie Eilish, and the like. It all makes sense if the gift of “UFO technology” may in fact be a series of blueprints to build the alien mind on earth; the name KION, from various languages, translates to ancient-foundation-leader-possessed. In other words, Lovecraft's Old Ones once more. But IT is being sold as a sexy black goo princess. *The is the FREE archive, which includes advertisements. If you want an ad-free experience, subscribe below. 

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 (8/22/26). 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":"v7ccik8","div":"rumble_v7ccik8"}); Source Links (In Chronological Order): (19) Independent Media Token (@imt_network) / X New Tab The Last American Vagabond on X: "And now you deleted the post @L08818? But I thought you were certain, and I was an "un-American piece of excrement" for believing that anarchism has value?" / X Page not found / X SheThinksFreely (@L08818) / X Polly St. George on X: "@TLAVagabond @L08818 while the official definition doesn't include chaos in the model, the actual result would be chaos until new hierarchies are established." / X The Last American Vagabond on X: "@FringeViews @L08818 Sure. Clearly I am the issue here. https://t.co/yPORFHcS8t" / X Larken Rose Interview - The Illusion Of Authority & The Collapse Of The Two Party Paradigm The Most Dangerous Superstition by Larken Rose [Audio book] - YouTube AnarClips on X: "LARKEN ROSE - WHAT IS ANARCHY? #ANARCHY #ANARCHISM #ANARCHISTS https://t.co/mZSbenQPwd" / X (1) AnarClips on X: "LARKEN ROSE on ANTI-GOVERNMENT vs. GOVERNMENT WORSHIPING DUPES #ANARCHISM #ANARCHY #LIBERTY @LarkenRose https://t.co/WVAobH0KbL" / X New Tab (1) Slow News Day on X: "They might not be dead, but this rally is clearly being held in God's Waiting Room" / X (5) JOKAMRREDPILLZ on X: "They calling Trump out.

Justin Nielsen and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thanks for Listening to Skiba News Nation! ​ @JeremiahSkiba and @Jaketohuman question the official narrative and break down the strangest and most controversial stories making headlines. CURRENT NEWS:

Support the show on Patreon! - https://patreon.com/gogOther ways to support the show! - https://gog.show/donateJoin our Discord! - https://discord.gg/r4ZmSHBBuy some merch! - https://shop.gog.show/Meta is facing a $1.4 trillion legal ass-whupping over allegations that Facebook and Instagram were deliberately engineered to be addictive and harmful to kids, while OpenAI appears to be doing the exact opposite of what you might expect from a company selling "safe" AI: reportedly sidelining its catastrophic-risk preparedness team just as its models are learning to go rogue. Then, in a move straight out of the "let's have the robots write the laws" file, members of Congress are apparently using ChatGPT and Claude to draft legislation so badly that House lawyers have to clean up the mess, and some staffers aren't even learning the issues their bills are supposed to address. Meanwhile, Amazon may be dismantling physical books and scanning them into AI training datasets, because apparently the future of literature is being fed into a wood chipper.And then there's the surveillance and privacy edition of Tech Hell™. Comcast can now turn compatible Wi-Fi routers into motion sensors that detect movement in your home through radio signals, Kalshi is getting smacked down by a Washington judge who says its sports contracts are just gambling wearing a tiny financial-services mustache, and Tesla is finally recalling 20,000 cars over headlights that have been too damn bright since 2024. Plus, the AI industry continues discovering that “autonomous” means “capable of doing something catastrophically stupid without asking permission.”Elsewhere, we investigate why young people apparently trust AI CEOs about as much as Gen X trusted record-company executives, Peter Thiel gets a Gandalf-themed welcome in Argentina, and we dig into the increasingly uncomfortable intersection of AI, surveillance, pornography, politics, and billionaire bullshit. We also get into the mobile podcasting rig, Sonos finally remembers the iPhone has a Lock Screen, internet-connected pet feeders remind us why cats should never depend on the cloud. Media Candy brings Widow's Bay, Silo, Ted Lasso, It: Welcome to Derry, Kitchen Undercover and enough Spider-Man to make us all desperately crave something that doesn't involve a fucking multiverse.Sponsors:Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyDeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/759Watch on YouTube at https://youtu.be/RMhCndozH-0SHOW NOTESMeta faces a $1.4 trillion reckoning in latest trial over social media addictionPornhub's Parent Company to Pay $120 Million to Settle Child Sexual Abuse LawsuitsOpenAI reportedly disbanded its preparedness team as part of a 'streamlining' processOpenAI denies disbanding its preparedness teamOpenAI launches ChatGPT for Teens, promising a more age-appropriate chatbotYoung People Hate AI CEOs So Passionately That It's Almost Hard to BelieveAI-generated bills are reportedly causing problems in the CapitolProtestors Dressed as Gandalf Demand Peter Thiel Leave Argentina, Go Back to the AbyssTesla Has to Fix 20,000 Vehicles With Too-Bright Headlights It's Known About Since 2024We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training FacilityState Judge to Kalshi: Your Sports Betting Is Obviously IllegalDario Amodei's Wife Is Closely Linked to Jeffrey EpsteinComcast just turned millions of Xfinity routers into motion sensorsBONTEC Mobile Standing Desk, Pneumatic Lift, Rolling Laptop CartMOALLIA N86 360 Rotating Laptop Stand for Desk with Locking Knobs, BlackNEEWER Basics 7"" Desk Ring Light for Video Recording, 10W Dimmable, R06TROND Desk Clamp Power Bar Surge Protector with PD 20W USB, 6 Outlets, 10ftSonos just launched Live Activities on iPhoneInternet-Connected Pet Feeders Go Down, Leaving Kitties HungryWidow's BaySlow Horses — Season 6 Official Trailer | Apple TVKitchen UndercoverHBO Has Finally Made ‘It: Welcome to Derry' Season 2 OfficialCertainty: A Novel by John Twelve HawksLockstep by Karl SchroederA Gift of Time by Jerry MerrittSilicon Valley Dreams of AuthoritarianismThe Nerd Reich: Silicon Valley Fascism and the War on Democracy by Gil DuránDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingNorthern ExposureSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Justin Nielsen and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Who's scarier than Donald Trump? J.D. Vance, a true believer in America's tech-dystopian future, and he's one heartbeat away from the presidency. This week, independent journalist Gil Durán joins us to discuss his explosive new book, The Nerd Reich: Silicon Valley Fascism and the War on Democracy–the book Mark Zuckerberg doesn't want you to read. (Duran has been blocked and blacklisted from Facebook, Twitter, YouTube, etc.) Duran exposes how billionaire oligarchs like Peter Thiel and Elon Musk are weaponizing crypto, mass surveillance tools like Palantir and Flock cameras, and extreme wealth to overthrow our democracy. Their most dangerous trojan horse is JD Vance. Vance is the kind of opportunist who made the Third Reich possible. In our chilling interview, Durán discusses how Vance is a true believer in tech-fascism and entirely a "creation of Peter Thiel." From fantasizing about purging the civil service to openly defying the courts, Vance is prepared to go much further than wrecking ball Trump could manage.  We cannot let billionaires buy our government. Support fearless independent journalism by pre-ordering The Nerd Reich today and supporting shows like Gaslit Nation, and tune in to the full episode to learn how we can fight back! And thank you to everyone who preorders Andrea's new book, A Reasonable Guide for Unreasonable Women: 20 Steps to Find Your Purpose and Power in a World on Fire -- for concrete ways to build a better world from the MAGA dumpster fire ashes.  EVENTS AT GASLIT NATION: Join Andrea and actor Steven Pasquale for an Instagram Live this Thursday August 20 at 4:30pm ET to discuss our authoritarian crisis and ways artists and culture can help us rethink and rebuild our democracy.  Join Gaslit Nation at the Network NoVA Women's Summit this weekend at Tysons Corner, Virginia. Andrea will be speaking Saturday night after the drum circle and before the pajama party (yes, we're serious!) Details here: https://networknova.org/ws2026/ Gaslit Nation Salons take place Mondays 4pm ET over Zoom and are recorded and shared on Patreon.com/Gaslit and GaslitNation.Substack.com for our community New! There's now a California Signal Group for Gaslit Nation listeners to find each other and connect in that state. Join on Patreon or Substack! The Gaslit Nation Outreach Committee discusses how to talk to the MAGA cult: Join on Patreon or Substack! Minnesota Signal group for Gaslit Nation listeners in the state to find each other: Join on Patreon or Substack! Vermont Signal group for Gaslit Nation listeners in the state to find each other: Join on Patreon or Substack! Arizona-based listeners launched a Signal group for others in the state to connect. Join on Patreon or Substack! Indiana-based listeners launched a Signal group for others in the state to join. Join on Patreon or Substack! Florida-based listeners are going strong meeting in person. Be sure to join their Signal group. Join on Patreon or Substack! As always, keep it kind in our chat groups, extend grace and assume good faith. A culture of care is how we build a better world.  

In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate revenue may now be approaching $70 billion, adding more than a whole Salesforce in revenue in less than a year. The team walks through what a $2 trillion valuation would actually imply, why that multiple could land below public AI winners like Palantir and Cloudflare, and what the S1 might reveal about profitability. Then the conversation turns to the Pareto Frontier, where 14 of the 16 most cost-efficient models are proprietary, Google has none, and SpaceX AI has clawed its way back with Grok 4.6 and Grokbot.Key Points From This Episode:Why Anthropic's reported run rate makes a $2 trillion IPO look cheapWhat the S1 could reveal about profitability, and why the token subsidy bear case may not holdHow the Pareto Frontier reshuffles the model race, and why Google is currently off itTotal Addressable Market (TAM) refers to the total money or customers you could get if 100% of people buy your product or service.Venture Capital (VC) refers to a type of funding where investors give money to new or small businesses in exchange for a share of ownership.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

On this episode of TMFS, Marvin sits down with financial educator and stock market coach Chris Sain Jr. to break down why 80% of professional athletes go broke despite having advisors, and how the "black tax" quietly drains generational wealth in ways most people never talk about. Chris shares his own path from walking on at Michigan State to becoming debt free by 37, then turning that same discipline into a financial education brand with over a million YouTube subscribers. They dig into what it actually takes to build a real foundation before chasing the sexy stuff, why he bet on Palantir's Alex Karp before Wall Street caught on, and the heart behind his 100 Days of Giving initiative. It's a real one on money, mindset, and staying grounded no matter how much you win.

It feels right now like prices are going up, gadgets are getting worse, and everything is getting harder to buy. Leo Mastrolia, the Digital Doctor and the owner of a repair shop in New Jersey, is seeing this all play out first hand. For the second part of our conversation (and the first part of our RAMageddon survival guide), he tells us what he's telling his clients about fixing their gadgets, managing upgrades, and surviving a parts crisis. Further reading: Elon Musk made flying even worse so Palantir could profit Apple's camera-equipped AirPods appear in leaked video Fairphone's latest repairable phone is going on sale in the US Spirit in the machine Polaroid's new Pokémon collection captures memories, not Pikachus Digital Doctor Repairs on YouTube Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's Cloud Wars Minute, I look at why Palantir's approach to AI sovereignty, sales, and customer value deserves the software industry's attention. Highlights 00:02 — I wanted to talk a little bit more today about Palantir, and I know I've been mentioning the company, digging into what they did in Q2 and their discussions about customer developments, the huge advances some customers are making as they use Palantir. 00:18 — And the reason I want to do this is because when a company almost doubles its growth rate against some very intense competition, that deserves extra scrutiny. What's going on there? Why is this happening? So, today I wanted to take a look at the CEO of Palantir, Alex Karp, as the company posted recently its Q2 numbers. 01:31 — Just to recap, Q2 Palantir's revenues soared 93% to 1.9 billion dollars. Their U.S. commercial business grew 149 percent and is now almost bigger than their government business, and their net revenue retention was up 157 percent, which shows that once customers start to work with Palantir, they quickly accelerate the investments they're making with Palantir. 02:26 — His first point, he said, there is a revolution underway for independence and for AI sovereignty. He said this is well underway. It's taking place. Businesses are going to demand that they be in control of their data and all the metadata surrounding that, the processes, the related workflows, that give the great value to that data as it's used for AI outcomes. 03:10 — His second big point, he said, we are accomplishing this stunning industry-best growth, while he said we have a minuscule and shrinking sales headcount. So, while Palantir has been undergoing this incredible growth rate, they've been reducing the size of their sales organization. 04:21 — The third point, he said, we've always aspired to be paid as a derivative of value creation for customers. So, they don't have a price list. He's saying, we set up an agreement up front with customers that said if, in working with us at Palantir, you achieve the business outcomes you want and we're a significant contributor to that, then we will extract our fees, our payment, our revenue as a derivative of that value that's being created for the customer. Visit Cloud Wars for more.

Dr. Mike Israetel is an exercise scientist with a PhD in sport physiology and co-founder of Renaissance Periodization. He is also a competitive bodybuilder and Brazilian jiu-jitsu athlete.Show Sponsors:- Don't sleep on Ultra Pouches! New customers get 15% Off with code DALTON at https://takeultra.com- Go to https://www.stash.com/DALTON to get 15% off a monthly subscription or 30% off an annual subscription and to view important disclosure- Sign up for a $1 per month trial of Shopify at https://www.shopify.com/dalton - Try the Plaud Note Pro at https://www.plaud.ai/DFP Discover more: https://bit.ly/4us0aCq - 10% off code: DFP10Amazon: https://amzn.to/4eVYdcuNotePin S: https://amzn.to/3RUZk2p 10% off code: DFPamazonMike's Links:RP: https://rpstrength.comYouTube: https://www.youtube.com/@RenaissancePeriodizationIG: https://www.instagram.com/drmikeisraetelRP IG: https://www.instagram.com/rpstrength Dalton's Links:Podcast IG: https://www.instagram.com/daltonfischerpodcast Personal IG:  https://www.instagram.com/daltonfischer 00:00 | Intro01:33 | Ozempic & GLP-1s11:05 | Side Effects15:13 | TRT31:48 | Lifestyle Effects on Testosterone37:27 | The "Serene Revolution" (Anxiety & Depression)42:43 | Peptides46:15 | BPC-15748:19 | Steroids1:01:31 | Hair Loss1:07:34 | The Future of Drugs1:12:55 | Attractive People Are Treated Differently in the World1:27:06 | Looksmaxxing1:32:58 | AI2:00:58 | Palantir & Flock Cameras2:14:50 | Robotics & Figure AI2:26:25 | Outro

It started with the Palantir chore coat. Then it was the Anthropic "thinking cap." Now, OpenAI has its own regular merch drops through its apparel arm, Supply Co. Over the last year, big tech and AI companies have started to get into the fashion game, releasing streetwear-inspired drops, hiring people into roles like "head of vibes" and opening pop-up shops to show off their merch. The reaction has been split. Many in the fashion community have lambasted these releases, calling them inauthentic and using fashion as a means of reputation laundering. Many of the companies involved, particularly Palantir, have been widely criticized for reasons including their environmental impact, unethical data acquisition models or contributions to mass surveillance. Highsnobiety style writer Chris Erik Thomas joined the Glossy Podcast this week to discuss why these companies are entering the fashion game and why the reaction from streetwear communities has been so negative.

With Palantir now off the ground, Alex Karp turns himself into the spokesman and salesman for Palantir, a company that threatens to destroy everything he pretends to believe in.See omnystudio.com/listener for privacy information.

Support the show on Patreon! - https://patreon.com/gogOther ways to support the show! - https://gog.show/donateJoin our Discord! - https://discord.gg/r4ZmSHBBuy some merch! - https://shop.gog.show/Welcome back from the vacation from hell, where apparently even California has its head in the sand(y beach). Meanwhile, Mark Zuckerberg unveiled his vision for an AI-powered utopia that mostly boils down to "trust humanity to do the right thing," which is a bold statement from the guy whose $300 million yacht apparently couldn't hear a Coast Guard distress call from a stranded family. Elsewhere, an AI agent booked a gym class by exploiting a security hole and kicking someone else off the waitlist, because nothing says "personal assistant" like accidental cybercrime. The EU is now requiring labels on realistic AI generated content, China is breaking up people and their chatbot companions, and OpenAI reportedly has achieved the ultimate AI ethics breakthrough: having no dedicated ethicist.The surveillance dystopia is also picking up speed. Flock tried to turn hundreds of thousands of rideshare and delivery drivers into a roving army of license-plate snitches, while every Flock camera in one Minnesota city was promptly sawed down and stolen. Meta's smart glasses continue their transformation into the preferred accessory of creeps and pickup-artist assholes, prompting pubs and other venues to ban them outright. Researchers found those glasses being used to secretly record and harass women, proving once again that every shiny new piece of wearable technology eventually gets repurposed as a tool for human depravity. And because apparently your car dashboard wasn't already commercial enough, BMW is now putting Spider-Man ads on the screens you paid tens of thousands of dollars to own.Finally, Apple is facing a class-action lawsuit over an iCloud Private Relay flaw that can expose your supposedly private IP address, Anthropic is watermarking Claude-generated text, SpaceXAI is taking another year to remove a pile of unpermitted gas turbines, and somebody is apparently stealing millions of dollars in AI hardware straight off California highways. We also hit Media Candy with Strange New Worlds, Silo, Broadchurch, Ted Lasso, and The X-Files, sweat through yet another Apple Fitness disaster, celebrate the sweet relief of escaping Spark, and ask the eternal Gen-X question: how did all this technology supposedly make life easier when we're still just sitting here surrounded by 47 goddamn tabs?Sponsors:CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSDeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.HIMS - Visit Hims.com/gog to get a personalized, affordable plan that gets you.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/758Watch on YouTube at https://youtu.be/NzS9Wo7D0yASHOW NOTESMark Zuckerberg's Answer to Growing AI Safety Concerns Is to Just Trust People to Do the Right ThingMark Zuckerberg's mega-yacht didn't respond to call for help from small boat in AlaskaAn OpenClaw agent reportedly hacked a gym's booking system and kicked someone off a waiting listEU will mandate labels on authentic-looking AI content starting August 2Beijing is forcing a mass breakup with AI loversOpenAI's Only Ethicist Reportedly Left Last Month. She Wasn't ReplacedGoogle's classic Search button is gone in a new AI-first homepageSpaceX's Earnings Show Elon Wiped Out Two-Thirds Of Twitter's Ad BusinessSpaceXAI says it will take a year to fully remove unpermitted gas turbines from its Mississippi data centerFlock Reportedly Tried to Turn Uber Drivers Into Mobile SnitchesAll of Winona Police Department's Flock cameras cut down and stolen‘The Worst I've Ever Seen': Cargo Thefts Have Turned Violent in Pursuit of AI HardwareBMW is forcing a weird Spider-Man ad onto its dashboard displaysTesla Driver Tries the Old ‘I Wasn't Driving' Excuse to Get Out of Speeding TicketApple faces class action lawsuit for fraud over iCloud Private Relay flawIs AI Disclosure Day here?Trackalot 1.3 Released!Popular Bars and Restaurants Are Banning Smart GlassesResearchers Show How Meta's 'Pervert Glasses' Are Used to Harass WomenPervert At Large (2013 Remaster)Renting a car and the clerk was wearing meta glasses.Star Trek: Strange New WorldsSiloBroadchurch S3Ted Lasso S4Ride or DieSugarInstadocs: The Prediction GamesBeetlejuice Beetlejuice‘The X-Files: I Want to Believe – Vrach Frankenshteyn' Has a Perfectly Creepy TrailerNirvanna the Band the Show the MovieSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode 4203 │ August 12, 2026 A license plate is just a number. In database language it's a join key — the field that unlocks every system built to watch you since 9/11. WHAT THIS EPISODE COVERS Scott Kesterson issues corrections on last episode's Portland bomb case and data-sharing details before delivering the second half of the surveillance architecture series — establishing that the license plate itself is a join key, the database field that lets separate government and private systems merge into one unified profile, and that a Leonardo U.S. patent for signal-tracking technology, mounted on the same poles as license plate cameras, is quietly fusing plate data with phone, fitness tracker, and RFID signatures to identify vehicles even when plates are removed or obscured. The episode maps the full fusion layer beneath that single join key: a $1 billion DHS contract with Palantir covering CBP, ICE, and CISA, a pending $6.7 million ICE contract for LexisNexis access to 82 billion records with a stated purpose of stopping crime and fraud before it materializes, an FBI Babel X contract scanning 20,000 social media keyword searches monthly, and a private nonprofit called AAMVA that controls a national driver's license pointer database immune to public records requests — with real ID compliance quietly requiring states to feed it. Scott closes on the actionable core of the series: 39 ALPR contracts already terminated in five months through citizen audits, a new free downloadable DMV audit template asking the two questions that matter most — does your photo travel across state lines, and can the data field expand without telling your state — and the charge that this is spiritual warfare fought not with cut wires but with documented information, presented calmly, county commission by county commission. KEY QUESTIONS ADDRESSED  What is a join key — and why does understanding the license plate as a database field rather than just an identifier reveal how separate surveillance systems, from Leonardo's signal-tracking patent to Palantir's DHS contract to the FBI's Babel X social media scanner, are quietly merging into one unified profile of every American? What is the AAMVA and the SPEXS pointer database — and why does the fact that it is a private nonprofit immune to public records requests, controlling what data fields travel across state lines under Real ID compliance, mean that a national ID database effectively exists without ever being legislated? What does ICE's own procurement language — identifying fraud "before crime and fraud can materialize" — reveal about the pre-crime architecture being built into these systems, and what specific two questions should every citizen ask in a DMV data audit to expose it at the local level? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. DOWNLOADS Citizen's Guide - Community Organizing Against Data Centers: click here Citizen's Guide - Auditing Automatic License Plate Readers: click here Citizen's Guide - Auditing Your State's Driver License Data: click here AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

────────────────────────────────────────[00:00:48]ZOP Pincer: Zionist Control at the Top, Islamic Marxists Rising at the Bottom — Another Created Boogeyman?Just as the US created Mujahideen and Hamas, is this controlled opposition manufactured to justify the next crackdown on both ends simultaneously?────────────────────────────────────────[00:07:35]Man Arrested for Obstruction After Handing Border Patrol His Phone and the Wipe Code Erased ItNot under investigation; gave them phone and password; it erased itself; they charged him; bring me the man and I will find the crime.────────────────────────────────────────[00:08:33]Border Patrol Has Claimed Jurisdiction 100 Miles Inland Since 1953 — a Regulation, Never a Law, Never Voted OnTwo-thirds of the US population lives in that zone; warrantless vehicle searches and checkpoints; only warrant requirement left is entering a house.────────────────────────────────────────[00:54:10]Flock False-Positive Stops Woman Twice in One Week at Gunpoint on I-94 — Cops Say Human ErrorSecond stop snarled traffic on the Milwaukee freeway; she is afraid to drive; daughter refuses to ride in the car; plate was flagged for murder.────────────────────────────────────────[00:56:12]Virginia House Republicans Finally Join Democrats to Oppose Flock — Four Senate Safety Bills Are All Paths to Digital IDKids Online Safety Act, Chat Bot Act, Youth AI Privacy Act all use child protection as the McGuffin; every one requires identity verification.────────────────────────────────────────[01:00:25]Palantir CEO Boasts: "We Have Crushed the Rise of the Right Wing in Europe With Our Software"Nationalist parties surging on immigration and sovereignty faced coordinated de-platforming, financial restrictions, and lawfare through Palantir's AI analytics.────────────────────────────────────────[01:02:21]The Same Tactics Used Against Pro-Israel Critics Are Used Against European Nationalists — No Nationalism Except ZionismDe-platforming, financial restrictions, lawfare, ideological capture; Karp boasts about suppressing both; one nationalism permitted, all others crushed.────────────────────────────────────────[01:05:44]UK Elite Speech Squad Made 33 Arrests Per Day in 2023 — 12,000 for the Year Over Social Media PostsNational internet intelligence detectives scan posts; half of 106 flagged users arrested; police decline to say which posts triggered arrests.────────────────────────────────────────[01:12:25]Bill Gates's 23-Year-Old Daughter Faces Up to 20 Years in Prison for Fraud Scheme Using Website CookiesHer company used cookies to collect data for unauthorized monetization; Knight: don't worry, daddy will get her out.────────────────────────────────────────[01:39:04]Hassan Piker: "Kill Capitalists in the Streets" — Campus Conservatives Want Him CensoredKnight: I'm a first amendment absolutist; you cannot give government authority to censor anyone without creating a tool that will be turned on you. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:00:48]ZOP Pincer: Zionist Control at the Top, Islamic Marxists Rising at the Bottom — Another Created Boogeyman?Just as the US created Mujahideen and Hamas, is this controlled opposition manufactured to justify the next crackdown on both ends simultaneously?────────────────────────────────────────[00:07:35]Man Arrested for Obstruction After Handing Border Patrol His Phone and the Wipe Code Erased ItNot under investigation; gave them phone and password; it erased itself; they charged him; bring me the man and I will find the crime.────────────────────────────────────────[00:08:33]Border Patrol Has Claimed Jurisdiction 100 Miles Inland Since 1953 — a Regulation, Never a Law, Never Voted OnTwo-thirds of the US population lives in that zone; warrantless vehicle searches and checkpoints; only warrant requirement left is entering a house.────────────────────────────────────────[00:54:10]Flock False-Positive Stops Woman Twice in One Week at Gunpoint on I-94 — Cops Say Human ErrorSecond stop snarled traffic on the Milwaukee freeway; she is afraid to drive; daughter refuses to ride in the car; plate was flagged for murder.────────────────────────────────────────[00:56:12]Virginia House Republicans Finally Join Democrats to Oppose Flock — Four Senate Safety Bills Are All Paths to Digital IDKids Online Safety Act, Chat Bot Act, Youth AI Privacy Act all use child protection as the McGuffin; every one requires identity verification.────────────────────────────────────────[01:00:25]Palantir CEO Boasts: "We Have Crushed the Rise of the Right Wing in Europe With Our Software"Nationalist parties surging on immigration and sovereignty faced coordinated de-platforming, financial restrictions, and lawfare through Palantir's AI analytics.────────────────────────────────────────[01:02:21]The Same Tactics Used Against Pro-Israel Critics Are Used Against European Nationalists — No Nationalism Except ZionismDe-platforming, financial restrictions, lawfare, ideological capture; Karp boasts about suppressing both; one nationalism permitted, all others crushed.────────────────────────────────────────[01:05:44]UK Elite Speech Squad Made 33 Arrests Per Day in 2023 — 12,000 for the Year Over Social Media PostsNational internet intelligence detectives scan posts; half of 106 flagged users arrested; police decline to say which posts triggered arrests.────────────────────────────────────────[01:12:25]Bill Gates's 23-Year-Old Daughter Faces Up to 20 Years in Prison for Fraud Scheme Using Website CookiesHer company used cookies to collect data for unauthorized monetization; Knight: don't worry, daddy will get her out.────────────────────────────────────────[01:39:04]Hassan Piker: "Kill Capitalists in the Streets" — Campus Conservatives Want Him CensoredKnight: I'm a first amendment absolutist; you cannot give government authority to censor anyone without creating a tool that will be turned on you. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance divergences. A couple of key AI-chip and hardware names reported with results that didn't satisfy the market. We also look at the US CPI release and the reaction across macro, noting a key US treasury auction up later today. Also, we read aloud a great email sent to us by a long-time SMC listener on the chaos that AI LLMs have unleashed on IT operations for companies and the internet. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Cory Doctorow again on AI model collapse, with a particularly interesting link to a Lauren's data Substack post wonderfully titled "Temperature Zero for Culture: Why Everything Is Starting to Look the Same." Which makes us proud to produce a very non-AI generated podcast every day that doesn't try to be like anyone else. There has been a lot of overage of Bill Ackman's latest position changes from his Pershing Square 13F filing. Here's a useful X post that usefully pastes in the coverage from his letter to shareholders. The link from the email read on today's pod on the Hugging Face hack incident: the YouTube video link works, while the summary link Mr. O sent me did not contain the summary. Michael Burry on Palantir being worth less than a dollar/share. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Anish Acharya is joined by Garry Tan, President and CEO of Y Combinator, for a conversation about how AI is rewriting the startup playbook, why founders should be more ambitious than ever, and what two decades of Silicon Valley booms, busts, and missed opportunities have taught Garry about building what's next. Garry reflects on turning down an early opportunity to join Palantir, why chasing what's "hot" is often the wrong strategy, and why the best ideas tend to begin with people pursuing strange, earnest obsessions outside the mainstream. They also explore how AI changes the economics of company building, why traditional SaaS may be losing its advantage, and how tiny teams equipped with hundreds of agents can build businesses at a scale that once required entire organizations. The conversation goes deeper into agentic companies, taste and agency, why "a markdown file is an employee," and how AI could remove layers of bureaucracy that have historically limited organizations. Garry and Anish also discuss the future of consumer AI, the coming "harness wars," why AI adoption may take longer than Silicon Valley expects, and what the next generation of founders can build with intelligence that was unimaginable just a few years ago.   Resources: Follow Garry Tan on X: https://x.com/garrytan Follow Anish Acharya on X: https://x.com/illscience Follow Y Combinator on X: https://x.com/ycombinator Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bijan Maleki and Kris Bullock join Real Vision members to break down the crypto charts, market conditions, and trades that matter right now. They examine Bitcoin and PAXG, as gold begins to show strength again and outpace BTC. They also run through the altcoins showing interesting setups and take live questions from Real Vision members.

Florida gubernatorial candidate James Fishback joins The Connect to explain why he believes it's time for a political revolution at the state level—and why Florida must stand up to Washington, Wall Street, foreign influence, and the growing surveillance state. In this wide-ranging conversation, Fishback lays out his plan to eliminate Flock license-plate cameras, oppose Palantir-style mass surveillance, protect First and Fourth Amendment rights, and repeal Florida laws he believes restrict criticism of foreign governments. He also breaks down his opposition to the H-1B visa system, arguing that major corporations are replacing qualified American workers with cheaper foreign labor. Fishback explains how he would penalize companies that refuse to hire qualified Florida residents, prevent private-equity firms and foreign investors from buying up single-family homes, and stop taxpayer-subsidized AI data centers from spreading across the state. The discussion also covers Florida public schools, student accountability, crime and “teen takeovers,” restoring rights to former nonviolent offenders, gun rights, undeclared foreign wars, the National Guard, AIPAC influence, state sovereignty, and his legal battle to remain on the ballot. Can Florida become a model for a new American liberty movement—or is the political machine too powerful to defeat? Go Support James! Website: https://www.votemyflorida.org/ Join The Patreon For Bonus Content! https://www.patreon.com/theconnectshow 00:00 Introduction: The Fight for Freedom 00:42 Why I Support James Fishback 01:30 Fishback's America First Platform 02:44 A Call to Action for Floridians 03:01 The National Significance of Florida's Fight 04:41 A New Experiment in Liberty 06:50 The Easiest Problem: Banning Flock Cameras 08:20 The Fourth Amendment and Mass Surveillance 10:50 The Existential Battle for Privacy 12:10 Repealing Florida's Hate Speech Law 14:40 The Real Test of the First Amendment 15:56 Taking on the Opposition: Byron Donalds 17:00 The Education Crisis in Florida 20:00 Accountability in the Classroom 22:55 The H-1B Visa Scam 26:50 Protecting American Jobs 29:00 Resistance at the State Level 32:10 Banning Private Equity from Buying Homes 34:00 The Unfair Advantage of Private Equity 36:45 Foreign Buyers and the Housing Crisis 38:00 Capitalism vs. America 39:12 The Threat of Data Centers 42:40 The Data Center Invasion in Florida 44:30 Defending State Sovereignty 47:00 Consistency and Truth in Politics 48:00 Existential Issues vs. Cultural Differences 50:00 The Case Against Zero Crime 53:00 Addressing Teen Takeovers and Riots 57:40 The El Salvador Model: Tough on Crime 58:40 Restoring Rights for Former Felons 01:01:00 The Lawfare Battle and Victory 01:03:00 The Un-American Nature of Merging Militaries 01:04:40 The True America First Agenda 01:06:00 Byron Donalds: A Puppet of Foreign Interests 01:08:00 America Comes First 01:10:00 Christian Values and Governance 01:12:00 Teaching Kids What It Means to Be American 01:14:00 Mass Surveillance vs. Freedom 01:18:00 The Unanimous Opposition to Data Centers 01:20:00 The Momentum of the Fishback Campaign 01:22:00 Final Call to Action: Vote for James Fishback Learn more about your ad choices. Visit podcastchoices.com/adchoices

Robert begins his exploration of the early life of Alex Karp, current CEO of Palantir and best friend to Peter Thiel. He traces Alex's journey from left-wing academic to overlord of an "Anti-Woke" defense contractor.See omnystudio.com/listener for privacy information.

What does it take to go from astrophysics to running operations at one of the fastest-growing AI companies in the world?In this Fan Favorite episode, Cameron Herold sits down with Victoria Weller, former Chief of Staff and now Lead of Operations at ElevenLabs, to revisit one of the show's most fascinating conversations. Victoria's path is rare: astrophysics, space medicine, quantum encryption, and Palantir, before landing at the AI voice company reshaping how the world listens.She breaks down what a Chief of Staff really does at an early-stage startup, how she cleared SOC 2 compliance in seven weeks, and why ElevenLabs grew so fast. They also get into voice cloning, deepfake safeguards, and surprising use cases across hospitals, transit, and accessibility.Whether you want a COO seat or you are building functions from nothing, Victoria's story is a masterclass in figuring it out fast. Listen now.Sponsored by:Redirect Health - Affordable healthcare benefits designed to make traditional insurance optional, with 24/7 access to primary care and Rx support that helps businesses reduce costs while keeping employees covered.Learn more: http://www.redirectcoo.com/Timestamped Highlights[00:00:44] – The ElevenLabs mission, and why an EPUB can become an instant audiobook[00:02:55] – Munich to Edinburgh to Berlin to New York: a career across four countries[00:04:06] – What actually happens to an astronaut's blood in zero gravity[00:07:54] – Lasers, quantum encryption, and the pivot toward tech[00:13:06] – Cameron asks the big ones: aliens, and are we living in a simulation?[00:19:12] – What ElevenLabs is really building, explained simply[00:20:50] – How context lets an AI voice sound genuinely sad or genuinely happy[00:28:12] – The accessibility use cases the team never saw coming[00:31:03] – Cloning a late loved one's voice, and the compliance behind it[00:33:16] – Stopping deepfake voice scams: watermarks and the AI Speech Classifier[00:38:31] – What a Chief of Staff actually does, and why it feels like a SWAT team[00:40:32] – Does a great Chief of Staff work themselves out of a job?[00:47:07] – The advice Victoria would give her 21-year-old selfAbout the GuestVictoria Weller is the former Chief of Staff and now the Lead of Operations at ElevenLabs, the AI voice company behind lifelike text-to-speech and voice cloning, where she owns internal operations, compliance, and hiring. She cleared the company's SOC 2 process in seven weeks. Before ElevenLabs she was a reliability engineer at Palantir Technologies in New York and London. Her background spans astrophysics at the University of Edinburgh, space-medicine research in Berlin, and a master's in applied physics from Columbia University.

Riley speaks to Foxglove's Donald Campbell about the campaign to prevent Palantir from working with the NHS, but before we get to that, we have to talk about… fictive elven graves. And real Bronze Age burial sites. And a man in Texas who's willing to move heaven and earth in order to view anime. Get more TF episodes each week by subscribing to our Patreon here! Learn more about Foxglove and support them here! RILEY ALERT Check out No Gods, No Mayors here! HUSSEIN ALERT Check out 10k Posts here! MILO ALERT Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows NATE ALERT Nate's band Second Homes has just released their debut album and you can stream it for free here! Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

The latest jobs report for July is out. The economy lost 23,000 jobs last month, but analysts were expecting more than 80,000 jobs to be created. This morning, we have some context behind the headline numbers. Plus, we got dozens of financial results this week. Some of the big names were Uber, Palantir, McDonald's, Disney, and CVS. What stood out? And later, Meta was fined $567 million over social media's harm to kids.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

The latest jobs report for July is out. The economy lost 23,000 jobs last month, but analysts were expecting more than 80,000 jobs to be created. This morning, we have some context behind the headline numbers. Plus, we got dozens of financial results this week. Some of the big names were Uber, Palantir, McDonald's, Disney, and CVS. What stood out? And later, Meta was fined $567 million over social media's harm to kids.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Bonus Episode for Aug. 5. Restaurant chains this quarter are focusing on affordability and trying to bounce back from food-safety scares. WSJ reporter Heather Haddon discusses what's going on at McDonald's, Chipotle and Taco Bell owner Yum Brands, and why consumers are so interested in drinks like dirty sodas. WSJ reporter Laura Cooper hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for Aug 4. A Journal investigation finds the government has paid millions to private contractors to track down critics of ICE. WSJ's Hannah Critchfield says agents have confronted Americans at home and work, asking them to sign letters agreeing their posts “may” be a crime. Plus, SpaceX is set to release its first earnings report, with the rocket company needing strong Starlink growth to fund its ambitions. And ahead of primaries in a handful of states, including a bitter Senate battle in Michigan, WSJ's Terell Wright explains why some Democratic voters are embracing insurgent progressive and socialist candidates. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for Aug. 4. Millions of Americans are going without health insurance after the end of federal subsidies that kept their Affordable Care Act premiums down. WSJ reporter Anna Wilde Mathews discusses how that's weighing on hospital profits. Plus, strong earnings and hopes for an Iran deal send markets soaring. McDonald's aims to shake up its U.S. operations with a new boss after the U.S. division fell short in its most recent quarter. And SpaceX's revenue rose 92% in the first quarter since its IPO, while it reported a net loss of $541 million. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir's offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify's mixed earnings results Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Lou Whiteman discuss: - Palantir's earnings and guidance - The case for model-agnostic AI -Caterpillar's incredible quarter -Is Spotify a growth stock or a value stock Companies discussed: PLTR, CAT, DE, SPOT, NFLX Host: Tyler Crowe Guests: Travis Hoium, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

#903: The US and Japan work together to save the declining yen. Rumors of an AstraZeneca-Bristol Myers merger has analysts scratching their heads. People are making wildfire bets on prediction markets because…of course. Meanwhile, Toby dives into the newest Summer drink that's popping up in bars everywhere: the Hugo Spritz. Finally, Palantir posts impressive earnings.  Submit your password guess! https://forms.gle/4EdBi3X8N4eMnBd56  Come to our August trivia! https://mbdtrivianight-august2026.splashthat.com/  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices