Podcasts about Palantir

For so long a fixture of public debate in the US, the software company Palantir is now increasingly being talked about here in Britain.In September the UK government announced a £1.5bn investment by Palantir in the military. It already has contracts with the police and the NHS. So, should we be worried?Tanjil Rashid is joined by journalist James Vincent.LISTEN AD-FREE:

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De toekomst van AI: van leiderschap en overheid tot controle, censuur, economische risico's en zelfs de vraag of AI ooit bezieling kan hebben. Een open, scherp en soms confronterend gesprek over de nieuwe wereld die razendsnel op ons afkomt. Met Marlies Dekkers, Ad Verbrugge en Yuri van Geest.--

Palantir è l'azienda che più di ogni altra incarna la nostra epoca, nella quale il confine tra sicurezza e diritti vacilla. Dati e potere. E c'è un uomo che questi dati e questi poteri, li custodisce. Gli inserti audio della puntata sono tratti da: Jaime Zapata Shot and Killed; Mexico for Spring Break, Bad Idea?, Abe News, 17 febbraio 2011; Director Morton's Remarks at Funeral for ICE Special Agent Jaime Zapata, canale YouTube ICE, 23 febbraio 2011; Going One on One With Palantir CEO Alex Karp, canale YouTube Wired, 10 novembre 2025 Gli articoli citati nella puntata sono: Alex Karp Goes to War, https://www.wired.com/story/alex-karp-goes-to-war-palantir-big-interview/, 18 novembre 2025; What Does Palantir Actually Do?, https://www.wired.com/story/palantir-what-the-company-does/, 25 agosto 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

We open by tracking our video money and mocking the chef who quit Elon's "epic" bacon diner, before diving into the IN THE NEWS segment where plummeting crypto and Nvidia stocks confirm everything is a sham; we cover Bezos's new $6.2 billion AI flop, a sleeping Tesla Robotaxi driver, and why OpenAI's new school tools are a Recipe for Idiocracy with students who can't read; in MEDIA CANDY, we tear apart Disney's lazy Moana remake; THE DARK SIDE WITH DAVE we discuss Zork going open source and why movies just don't feel real anymore before CLOSING SHOUT-OUTS where we are mourning Mani from the Stone Roses, and wishing Bjork a very metal 60th.We start with a FOLLOW UP on our channel's performance, wading through the garbage pile of Monetization questions and Stats, including the scourge of Shorts—because apparently, that's what we do now. Speaking of people running from trouble, former Treasury Secretary Larry Summers is ditching his OpenAI board seat after a fresh batch of cringey Jeffrey Epstein emails surfaced. Meanwhile, the financial world is having a meltdown: Nvidia's Stock is Falling Again after its earnings report, exposing the fact that almost Yet Another Study Shows That Most Companies Aren't Making Any Money Off AI, and Bitcoin is Getting Absolutely Crushed Right Now, which we happily remind you will Trigger the Next Financial Crisis. Don't worry, Jeff Bezos will head a new engineering-focused AI startup because the world clearly needs more tech billionaires throwing money at things they don't understand, while Apple is reportedly getting ready to replace Tim Cook.The tech-bro corruption parade continues as a former DOJ official points out that Trump's Crypto Pardon of the Binance co-founder is exactly what it looks like, and Elon's pet AI, Grok Insists That Elon Musk Is More Physically Fit Than LeBron James and better at everything else, proving the bot has been sampling its boss's Adderall. Even though ChatGPT Achieves a New Level of Intelligence by finally letting you disable its em-dash addiction, companies like Intuit are integrating its tax and accounting products with ChatGPT—because who doesn't want an AI-powered tax audit? This all dovetails nicely with the news that OpenAI is launching ChatGPT for Teachers' right as students' math skills hit a low, leading to a literal Recipe for Idiocracy where elite college students Can't Read Books. The whole thing is broken, including Tesla's so-called Robotaxi, where a Passenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the Wheel. On a lighter note, we check out the new trailers for The Witcher S4, Frankenstein, and Project Hail Mary in MEDIA CANDY, and tear apart the absolutely unnecessary live-action Moana teaser, before mentioning the biggest drama launch on Apple TV, Pluribus.Next up is THE DARK SIDE WITH DAVE, where our tireless security guru Dave Bittner throws in some random facts, like Microsoft making Zork I, II, and III open source and videos on why the iOS Keyboard is Broken and Why Movies Just Don't Feel "Real” Anymore, and we discuss Thanksgiving plans. Finally, in CLOSING SHOUT-OUTS, we end with a shout-out to our generous PATREON supporters and PAYPAL/STRIPE donors, mourn the passing of Stone Roses and Primal Scream bassist Mani, and wish the incomparable Bjork a milestone 60th birthday.Watch on YouTube: https://youtu.be/tWM83ra7Qp8Sponsors: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/723FOLLOW UPTesla Diner Chef and Co-Operator Quits to Open a Jewish DeliLarry Summers leaves OpenAI board, Harvard instructor role as scrutiny over Epstein emails intensifiesIN THE NEWSOops! Nvidia's Stock Is Falling Again After Its “Blowout” Earnings ReportBitcoin Is Getting Absolutely Crushed Right NowHow Crypto Could Trigger the Next Financial CrisisJeff Bezos will head a new engineering-focused AI startup called Project PrometheusYet Another Study Shows That Most Companies Aren't Making Any Money Off AIPassenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the WheelMeta wins antitrust trial as judge denies that it's a monopolyApple is reportedly getting ready to replace Tim Cook as early as next yearFormer DOJ Official: Trump's Crypto Pardon Is Unprecedented CorruptionChatGPT Achieves a New Level of Intelligence: Not Using the Em DashGrok Insists That Elon Musk Is More Physically Fit Than LeBron James11 Things Grok Says Elon Musk Does Better Than AnyoneIntuit is integrating its tax and accounting products with ChatGPTOpenAI Introduces ‘ChatGPT for Teachers' to Further Destroy the Minds of Our Youth‘A Recipe for Idiocracy'The Elite College Students Who Can't Read BooksPornhub Begs Tech Giants to Verify User Ages on Their Device: ReportLondon thieves gave stolen phones back when they weren't iPhonesMEDIA CANDYThe Witcher S4FrankensteinPluribus is Apple TV's biggest drama series launch everSquid Game: The Challenge Season 2Mr. ScorseseThe American RevolutionMoana | Official TeaserProject Hail Mary | Official Trailer 2Goo Goo Dolls: NPR Tiny Desk ConcertTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingRIHC: Disney's Legacy, with Bob IgerMicrosoft makes Zork I, II, and III open source under MIT LicenseIt's Not Just You - The iOS Keyboard is BrokenWhy Movies Just Don't Feel "Real" AnymoreThe greatest space battle in Cinema history, and my personal favorite VFX shot. @ 7:07CLOSING SHOUT-OUTSStone Roses and Primal Scream bassist Mani dies at 63See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's Casual Friday on the Majority Report On today's program: The October job numbers, as far as they can be trusted, are not looking good. Trump's polling continues to plummet over immigration, inflation and healthcare as reported by both Fox News and CNN. Six Democratic lawmakers release a video reminding service members that they must not follow unlawful orders. Trump takes to Truth Social to claim that the lawmakers are exhibiting seditious behavior which is punishable by death and White House press secretary Karoline Leavitt doubles down on Trump's lies. The incompetence of the GOP collapses both Texas redistricting efforts and the James Comey indictment. In the Fun Half: Pam Bondi announces that there has been "information…um new information" regarding the Epstein files that will tie up the release of the documents. One possible piece of new information could be from a leaked video of a Prince Andrew biographer that shows him claiming that Melania Trump was first with Jeffrey Epstein. Theo Von speaks negatively about Peter Thiel and Palantir on Rogan's pod which makes Joe run to the rescue of his billionaire friend All that and more. The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: NUTRAFOL: Get $10 off your first month's subscription + free shipping at Nutrafol.com when you use promo code TMR10 ONESKIN: Get 15% off OneSkin with the code MAJORITY at https://www.oneskin.co/majority AURA FRAMES: Exclusive $45-off Carver Mat at https://on.auraframes.com/MAJORITY. Promo Code: MAJORITY SUNSET LAKE:  Head to SunsetLakeCBD.com and use the code FRIDAY25 to save 30% on all their wellness products for people and pets. This sale ends December 1st at 11:59 ᴾᴹ Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com

The news got you scared… but I'm telling you straight: Recessions don't announce themselves. Bear markets don't send invites. By the time “everybody” agrees it's bad… the real wealth play already passed. In this episode, I break down why extreme fear in the market can be the greatest opportunity of your lifetime – if you learn how to think like a visionary and not a victim of the headlines. No—We Are NOT in an AI Bubble. Here's the Proof. The Market Is Screaming FEAR… Here's What That Really Means. This Is NOT an AI Bubble. Here's the Receipts. When Everyone Is Scared… The Market Is ON SALE. Recession Incoming? Watch What Nvidia, Meta & Palantir Just Did

Neoborn Caveman unleashes a marble-mouthed satirical barrage against worshiping AI deities instead of embracing personal sovereignty, exposes Palantir's Gotham AI biases honed in conflict zones for US military use, warns of digital IDs and convenience as gateways to control, ridicules China's social credit system through pay-or-ad toilet paper schemes, dismisses dark chocolate memory boosts in favor of real physical movement, condemns a South Carolina teacher of the year's violent charges while demanding rigorous standards for educators and championing homeschooling, links MAID programs to organ harvesting horrors, fears German conscription echoing historical dangers, and affirms human uniqueness over hate and distraction.Music guests: Van Hechter, Inoxidables, Reverend GenesKey TakeawaysSovereignty rejects artificial deities for individual responsibility.AI warfare tools amplify biases and civilian threats.Convenience trades freedom for systemic control.Social credit systems erode basic human dignity.Physical movement outperforms dietary shortcuts for health.Educators require extreme vetting to protect children.Homeschooling surpasses flawed institutional education.Hatred stems from inner unloved states.Military expansions repeat dangerous historical patterns.Personal action preserves humanity against overreach.Sound Bites"Only the unloved hate.""Convenience is the greatest drug for Americans.""China is a big prison.""Nothing is better than a good hike or a brisk you know fast walking or anything outdoor.""No school, no school, homeschool is better than any school.""Because if you don't, the MAID, the M-A-I-D is coming for you!""Sovereign people are the only people who can save Earth.""You are very special, you are extremely special, you are amazing you are one of a kind.""If America is lost, the world has no hope anymore."Gather for unfiltered rambles at patreon.com/theneoborncavemanshow —free join, chats, lives.keywords: ai deities, sovereignty, palantir ai, digital id, social credit, chinese toilets, dark chocolate health, teacher assault, homeschooling, maid organ harvesting, german military, human uniquenessHumanity centered satirical takes on the world & news + music - with a marble mouthed host.Free speech marinated in comedy.Supporting Purple Rabbits. Hosted on Acast. See acast.com/privacy for more information.

HOST: Mark Longo, The Options Insider In this episode, we cover an intense week in the options market, examining trading volumes and key market movements for Friday, November 21st. Mark provides insights into various hot options, including VIX, SPY, IWM, QQQ, Amazon, Apple, Palantir, Alphabet, AMD, Tesla, and Nvidia, detailing significant trades and market reactions. The episode emphasizes how the markets settled mostly in the green, VIX's notable activity, and hefty contract volumes in multiple single-name equities.  Explore additional options data and reports from QuikOptions at: http://TheHotOptionsReport.com.

Grok and AIGolfClick StickFull Swing Golf MonitorFairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63%TrumpBig Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi ArabiaTrump with Mamdani“Shared purpose of serving New Yorkers and how to help with affordability”Fascist? INSPIRINGPolitical AbsurdityMy Post on X. Politicians and Investing"They've got the WORST policies. But I don't talk about them. Because if I talk about it, they might change." Larry Summers - Secretary of Treasury. Summers resigned his seat on the OpenAI board. Then Harvard announced it would take a fresh look at his and other faculty members' ties to Epstein.The immediate cause of Summers's undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.“She's already beginning to sound needy :) nice,” Epstein notedMarketsBought: Tesla Down 20% Meta Down 26% VOO Down ~5%Bitcoin$125,000 in October$87,000 todayDown $38k or 30%My Financial AcronymsFATMAANN. Up 160% (85% without Nvidia), compared to S&P 57%Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, NvidiaTAMPANBorn: Nov 6, 2025Tesla, Amazon, Meta, Palantir, Apple, NvidiaNVIDIANVIDIA Earnings Q3 2025Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.AI Build, Tesla, NvidiaUS Saudi Investment Forum. Full interview here. Elon and Jensen Huang. Play at 7.37Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. HahahaPlay at 14.50.  Elon and Jenson announcing 500 mw or gw? Gazillion $'s. HaHaHa Play at 18.35. AI in Space. Netflix Per WSJ Bids for Warner Brothers.  At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networksStock Split. 10:1RecommendationsGet a hobbyRestrung my guitarWriting a rhythm, lead and lyrics to a song

From now until December 1st you can use code: Daniel for 50% OFFthe already marked down annual membership to Dr GLIDDEN's health maintenance and education website.  Make Dr. Glidden Your Doctor before Dec 1st and lock it in for life at only 55 cents a day!Join Dr. Glidden's Membership site: https://leavebigpharmabehind.com/?via=pgndhealth⁠Code: Daniel for 50% OFF AnnualCode: baalbusters for 25% Off Monthy The annual code discount brings the membership down to 55 cents a day, or 16.67/mo. This is the most affordable the membership has been EVER! Get locked in at the very BEST rate ever!Get Dr Monzo's Whole Food Supplements for your 90 Essential Revitalizing Nutrientswith code BB5 here: https://SemperFryLLC.comClick His Picture on the Right for the AZURE WELL products and use code BB5 for your discount.Find clickable portals to Dr Monzo and Dr Glidden on Dan's site, and it's the home of the best hot sauce, his book, and Clean Source Creatine-HCL.Become a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.

GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/ USE Code WAM to save 5% plus free shipping! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson reports on recent comments by Elon Musk calling for AI "humanoid" robots to "eliminate poverty" and "make everyone wealthy." This is a tenant of technocracy which the World Economic Forum has been proposing for years. The idea of AI taking over all jobs and eventually pushing everyone into UBI (Universal Basic Income) where no one owns property and everyone is dependent on social credit scores for food on a digital ID. Musk has in the past claimed AI would destroy humanity, yet he's the number one person working on establishing AI infrastructure. This is the man that wants you to put chips in your brain attached to a Pentagon funded mesh network. The same man registering X as a bank as they implement social credit in the algorithm and create XMoney which is working in collaboration with Visa. From both the left and the right, technocracy is being established to bankrupt the very purpose of humanity itself. Whether from the climate lobby or via biometrics and migration. Yet, people will ignore it if figures like Musk say something they deem "based." How easily manipulated people have become. Tyranny comes under the guise of convenience and when they're offering everything for free under the guise of wealth, it's easy to see people fall into lockstep. Elon is calling for carbon taxes, AI satellites to "adjust sunlight." Similar things we've seen Bill Gates call for. Meanwhile, President Trump is working with people like Larry Ellison, Sam Altman, Palantir's Peter Theil and Alex Karp, BlackRock's Larry Find, the Saudi Crown Prince among many others to establish international AI infrastructure. The reasons behind this should concern you. This is what we break down in this video. We are unpopular for telling these truths while most of the Mainstream Alternative Media worships Musk and other technocrats but we MUST understand how this is playing out to avoid being Shanghaied into this system. Stay tuned for more from WAM! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! SIGN UP FOR HOMESTEADING COURSES NOW: https://freedomfarmers.com/link/17150/ Get Prepared & Start The Move Towards Real Independence With Curtis Stone's Courses! GET YOUR FREEDOM KELLY KETTLE KIT HERE: https://patriotprepared.com/shop/freedom-kettle/ Use Code WAM and enjoy many solutions for the outdoors in the face of the impending reset! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2025

Fondsmanager Hendrik Leber sieht eine Überhitzung bei KI-Werten. Außerdem: Wie Silber-Anleger Steuern sparen können.

John Johnston (JJ) reacts to how massively popular podcasters Joe Rogan and Theo Von recently discussed their respective views on the current US government, Peter Thiel and his AI-related company Palantir, growing digital surveillance, and more.Related episodes:Elon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://open.spotify.com/episode/2N4kl85FtFISzul06CmGgyWhy Rogansphere Comedian Theo Von is Abandoning MAGA https://open.spotify.com/episode/6hKujLNzIUlGJSNNwULwigElon Claims Money Will Be Irrelevant. Is He Delusional? https://open.spotify.com/episode/22dU3JaBm6mtIVA4CzqoF6Tech Billionaire Villain Peter Thiel's Deranged Fixation https://open.spotify.com/episode/7elrJHCXqjwff5zUGZIv5NTim Dillon ROASTS Peter Thiel's Antichrist Obsession https://open.spotify.com/episode/68yc1auGogphxe4fqoNuFeReference videos:The Joe Rogan Experience Is Dead | Podcast Cringehttps://youtu.be/4pGGsCCYsHgTheo Von on Homeland Security Using Him in Deportation Video Without Permission | JRE Clips https://youtu.be/68molgu9oYw

Michael Burry, de belegger die naam heeft gemaakt met het voorspellen van de huizencrisis in 2008, stopt ermee. Tenminste hij blijft zelf wel beleggen, maar zijn hedgefonds Scion gaat dicht. En dan zijn zijn beleggingstransacties niet meer te zien. Dat is jammer. Michael Burry kan erg onafhankelijk en tegendraads denken. Daarmee was het een bron van bijzondere beleggingsideeën. Het sluiten van zijn fonds doet me een beetje denken aan het Tiger fonds. Dat ging dicht in maart 2000 op het hoogtepunt van de internetbubbel. De fondsmanager, Julian Robertson, gokte flink op dalende koersen van internet aandelen. En op het aller-aller-slechtste moment gooide hij de handdoek in de ring. Daarna gingen de koersen alleen maar omlaag, drie jaar lang. Tja, “markets can stay irrational longer than you stay solvent”, zei Keynes al. Eerlijkheidshalve moet ik er ook bij vermelden dat hij een flink koersverlies had opgelopen tijdens de Russische crisis en de LTCM crisis. Bovendien zat hij vol met aandelen US Airways. Die vliegtuigmaatschappij ging een paar jaar later failliet. Maar dat hoor je nooit over het Tiger fonds, want dat maakt het verhaal heel wat minder spectaculair. Tot op heden is Robertson nog steeds de posterchild, van iemand die de bubbel voorzag, maar er toch flink geld mee verloor. Michael Burry is bekend geworden omdat hij tegen de huizenmarkt in speculeerde. Hij voorzag de huizen bubbel en kocht een verzekering tegen het non betaling van de opgeblazen Amerikaanse hypotheek portefeuilles. Zolang de markt niet crashte moest hij enorme premies betalen en maakte zijn fonds verlies. Veel beleggers in zijn fonds konden de verliezen emotioneel niet meer verdragen en stapten uit. Maar degene die bleven verdienden ruim U$ 700 miljoen. En dat in een tijd dat heel veel beleggers juist flink geld verloren. Hijzelf hield er ongeveer U$ 100 miljoen aan over. In de afgelopen jaren zette Burry in op een koersherstel van Chinese internet aandelen. Deze aandelen zijn grofweg verdubbeld sinds hij zijn belang meldde, al stapte hij wel te vroeg uit. Voordat het fonds definitief sluit krijgen we nog een laatste beleggingstip mee. Burry heeft onder andere voor 9 miljoen dollar aan putopties op het AI- en defensie aandeel Palantir gekocht. Tot en met 2027 mag hij de aandelen verkopen op U$ 50. De huidige koers schommelt rond de U$ 200. Het zegt twee dingen. Hij verwacht dat de bubbel knapt. En dat dan de klap groot kan zijn. Dat hij van die hele lange opties heeft gekocht geeft ook aan dat hij geen idee heeft wanneer dat gaat gebeuren. Net als met de huizenbubbel. Tot die tijd is het pijn lijden. En daar kunnen veel beleggers blijkbaar niet zo goed tegen. Maar ja, Michael Burry, hoeft zich straks alleen maar aan de man in de spiegel te verantwoorden. Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD. See omnystudio.com/listener for privacy information.

Quando Michael Burry muove un dito, i mercati tremano.È l'effetto Cassandra: prevede i disastri, e tutti lo sanno.Questa volta nel mirino ci sono Nvidia e Palantir.Un'operazione che molti hanno letto come un nuovo “Big Short”. Ma la realtà – e i numeri – raccontano qualcosa di diverso.In questo episodio analizziamo cosa significano davvero quelle put, perché il mercato ha reagito con tanto allarme e se il paragone con il 2008 ha ancora senso.C'è anche il punto di vista di Gabriele Grego, gestore di Quintessential Capital Management, noto in Italia per il caso Bio-On, la società regina delle bioplastiche che ha shortato e che poi è fallita. 

Der große Investor Warren Buffett hat um 4,3 Milliarden US-Dollar 17,8 Millionen Alphabet - Aktien gekauft und um 15 Prozent seine Anteile an Apple reduziert, mit rund  60 Milliarden US-Dollar  immer noch mit Abstand die größte Position seiner Beteiligungsholding Berkshire Hathaway. Buffett hat auch weitere Anteile an der Bank of America verkauft, weitere Anteil am US-Versicherer Chubb gekauft  und den texanischen  Wohnimmobilienkonzern D. R. Horton aus dem Portfolio geschmissen. Aber woher weiß man das so genau? Weil in den USA dieAufsichtsbehörde SEC alle Investoren, die 100 Millionen US-Dollar und mehr verwalten dazu verpflichtet, quartalsmäßig mit dem Fomular SEC F13  ihre Kauf- und Verkauf-Deals zu veröffentlichen. Das Ganze muss spätestens 45 Tage nach jedem Quartalsendeerfolgen.Gerade in dieser „Posthum“-Veröffentlichung liegt auch dieCrux. Wahrscheinlich hat der schlaue Fuchs Warren Buffet die Alphabet-Aktien schon im Sommer weit günstiger gekauft, als sie jetzt kosten. Daher sollte man solchen Guru-Deals mit Vorsicht genießen. Achtung Herdenverhalten! Vorsicht auch, weil oftmals dieKäufe und Verkäufe ganz persönliche Gründer haben. Bei Buffett kann vielleicht auch der Grund dafür der Wunsch nach einer möglichst geordneten Übergabe an seinen Nachfolger Greg Abel ein Antrieb sein. Ein anderer Vorstand verkauft vielleicht, weil er sich mit dem Geld ein Schloss kaufen möchte. Aber in Summe kann man aus dem Trade der Börsengurus schon einen Trend oder zumindest ein Sentiment herauslesen. Noch ein paar Schlüsselloch-Einblicke bei den Wallstreet-Größen gefällig? Michael Burry, Scion Asset Management shorteteNvidia und Palantir. Er hat am 10. November seinen Hedgefonds  abgemeldet und muss daher künftig keine SEC-Filings mehr veröffentlichen.  Bill Ackmann machte bei seinen Tech-Gewinnern Kasse.  Ray Dalio, Bridgewater Associates reduzierte seine Anteile bei den Mega-KI-Werten und investierte das Geld in noch günstigere Halbleiter, in Hardware, Streaming und Telekommunikation.In die Sec 13 Files kannst Du übrigens selbst unter https://www.sec.gov/search-filings Einsicht nehmen. Ich stöbere auch gerne auf der Webseite von gurufocus.com unter „insider“. In Österreich veröffentlicht die Oesterreichische Kontrollbank OeKB entsprechende österreichische Director´s Dealing. In der Schweiz und in Deutschland sind es die Finanzmarktaufsichten  FINMA bzw. BaFin. Solche Director´s Dealing waren für mich in der Vergangenheit vor allem dann  aufschlussreich, wenn Manager größere eigene Aktienpakete verkauften. Aufschlussreich für alle  Börsenminute-Hörerinnen ist übrigens auch mein jüngstes Interview auf meinem zweiten Podcast-Kanal GELDMEISTERIN mit Dr. Ulrich Kaffarnik, Chefanalyst von DJE Kapital AG über die aktuellen  Anlagetrends und den Goldpreis. Auch hier  viel Hörvergnügen wünscht Euch Julia Kistner ,die sich freut, wenn ihr Ihre Kanäle liked und weiterempfiehlt, damit sie von noch mehr Investorinnen gefunden werden. Warnung: Dies ist weder eine Anlage-, noch Steuer- oder Rechtsberatung. Musik- & Soundrechte:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#SEC #Manager #anlegen #Deals #Berkshire #Buffett #F13_Files #Podcast.  

John Johnston (JJ) reacts to how massively popular podcasters Joe Rogan and Theo Von recently discussed their respective views on the current US government, Peter Thiel and his AI-related company Palantir, growing digital surveillance, and more.Related episodes:Elon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://open.spotify.com/episode/2N4kl85FtFISzul06CmGgyWhy Rogansphere Comedian Theo Von is Abandoning MAGA https://open.spotify.com/episode/6hKujLNzIUlGJSNNwULwigElon Claims Money Will Be Irrelevant. Is He Delusional? https://open.spotify.com/episode/22dU3JaBm6mtIVA4CzqoF6Tech Billionaire Villain Peter Thiel's Deranged Fixation https://open.spotify.com/episode/7elrJHCXqjwff5zUGZIv5NTim Dillon ROASTS Peter Thiel's Antichrist Obsession https://open.spotify.com/episode/68yc1auGogphxe4fqoNuFeReference videos:The Joe Rogan Experience Is Dead | Podcast Cringehttps://youtu.be/4pGGsCCYsHgTheo Von on Homeland Security Using Him in Deportation Video Without Permission | JRE Clips https://youtu.be/68molgu9oYw

00:01:25 — China's First Cryogenic Wife Knight opens with the story of a man freezing his deceased wife, framing it as a warning about the growing obsession with technological immortality and the moral vacuum behind it. 00:52:28 — Hollywood Panics Over AI Actors Knight highlights how digital performers threaten the traditional film industry, exposing how fragile and artificial celebrity identity really is. 01:14:30 — Bitcoin Flash-Crash Exposes Crypto Fragility Bitcoin's sudden collapse with no clear trigger demonstrates how unstable and speculative the crypto ecosystem remains despite mainstream hype. 01:30:16 — Pompeo Joins Corrupt Ukraine Arms Firm Knight reveals Mike Pompeo's new advisory role in a scandal-plagued Ukrainian weapons company, illustrating how political insiders cash in on endless-war networks. 02:06:44 — Hospitals Paid to Kill Patients Zoe describes how federal COVID incentives rewarded deadly protocols — ventilators, remdesivir, and inflated diagnoses — turning hospitals into profit-driven death machines. 02:10:05 — COVID Diagnosed Without Tests or Exams Official coding rules allowed doctors to declare COVID based purely on opinion, bypassing examinations and PCR testing, guaranteeing inflated case numbers. 02:18:37 — COVID Protocols Created the Deaths Zoe explains that most fatalities were caused by hospital protocols — organ shutdown, sedation, remdesivir toxicity — not the virus itself. 02:21:01 — Vaccine Injuries Exploded Immediately She recounts severe neurological, cardiovascular, and clotting disorders occurring right after vaccination, all dismissed or unreported by medical staff. 02:34:38 — PCR Was a DNA Data-Mining Operation Zoe details how PCR samples were routed to global gene banks, turning COVID testing into a worldwide DNA-harvesting and sequencing program. 02:49:44 — Palantir & Tiberius Used to Track Vaccine Compliance Operation Warp Speed used Palantir's real-time data systems to monitor ICU beds, ventilators, demographics, and vaccination rates, creating a national surveillance infrastructure. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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-showOr 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.

00:01:25 — China's First Cryogenic Wife Knight opens with the story of a man freezing his deceased wife, framing it as a warning about the growing obsession with technological immortality and the moral vacuum behind it. 00:52:28 — Hollywood Panics Over AI Actors Knight highlights how digital performers threaten the traditional film industry, exposing how fragile and artificial celebrity identity really is. 01:14:30 — Bitcoin Flash-Crash Exposes Crypto Fragility Bitcoin's sudden collapse with no clear trigger demonstrates how unstable and speculative the crypto ecosystem remains despite mainstream hype. 01:30:16 — Pompeo Joins Corrupt Ukraine Arms Firm Knight reveals Mike Pompeo's new advisory role in a scandal-plagued Ukrainian weapons company, illustrating how political insiders cash in on endless-war networks. 02:06:44 — Hospitals Paid to Kill Patients Zoe describes how federal COVID incentives rewarded deadly protocols — ventilators, remdesivir, and inflated diagnoses — turning hospitals into profit-driven death machines. 02:10:05 — COVID Diagnosed Without Tests or Exams Official coding rules allowed doctors to declare COVID based purely on opinion, bypassing examinations and PCR testing, guaranteeing inflated case numbers. 02:18:37 — COVID Protocols Created the Deaths Zoe explains that most fatalities were caused by hospital protocols — organ shutdown, sedation, remdesivir toxicity — not the virus itself. 02:21:01 — Vaccine Injuries Exploded Immediately She recounts severe neurological, cardiovascular, and clotting disorders occurring right after vaccination, all dismissed or unreported by medical staff. 02:34:38 — PCR Was a DNA Data-Mining Operation Zoe details how PCR samples were routed to global gene banks, turning COVID testing into a worldwide DNA-harvesting and sequencing program. 02:49:44 — Palantir & Tiberius Used to Track Vaccine Compliance Operation Warp Speed used Palantir's real-time data systems to monitor ICU beds, ventilators, demographics, and vaccination rates, creating a national surveillance infrastructure. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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-showOr 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.

Van Jackson and Julia Gledhill link back up to discuss Bret Stephens' op-ed in the New York Times making the case for overthrowing Maduro in Venezuela...and why it's the Iraq War all over again. How the Democrats are in bed with Palantir and why they need to get out. The G-7 meeting in Canada revealed what can only be called imperialist multilateralism. And Secretary of State Marco Rubio designates Antifa a foreign terrorist organization, which escalates an ongoing fight between rulers and subjects in most countries. Subscribe to the Un-Diplomatic Newsletter: https://www.un-diplomatic.com/ Watch Un-Diplomatic Podcast on YouTube: https://www.youtube.com/@un-diplomaticpodcast Disclaimer: The views expressed are those of the individuals and not of any institutions.

In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10.Highlights00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three.01:06 — So let's see here: Palantir — look at this — 63% growth to $1.12 billion. Previous quarter growth rate: 48%. Pretty nice when you can go from 48% to 63% in a market like this. So the question is: What is Palantir doing that has allowed them to grow at these dramatically higher growth rates?02:05 — Number two, Google Cloud. 34% growth to $15.2 billion. That's an acceleration from the previous quarter's 32% growth. The third: Oracle. 28% growth, $7.2 billion in cloud revenue — up from 27%. SAP grew 27% in Q3, $6.14 billion. Previously 28%. Then Microsoft grew 26% in cloud revenue to $49.1 billion for the quarter, down from the previous quarter's growth rate of 27%.03:07 — We saw growth throughout the Cloud Wars Top 10. Six of the nine that report their cloud revenue said that they are seeing accelerating growth from one quarter ago to their most recent quarter. So six out of nine growth rates going up, even as they're getting bigger. Now the outlier there is IBM, which does not break out its cloud revenue.03:47 — The other big thing I see coming along is that we are moving into a place now where it's becoming fuzzy between cloud and AI. Because cloud, after all, is the delivery vehicle that has made AI now something accessible to every individual in the world.04:40 — So, we see these sort of intertwined, bonded pairs of cloud and AI. It's been fascinating to watch this. And these growth rates show the market is getting hotter. These companies are growing faster — for the most part — remarkable. So, hats off to Palantir, Google Cloud, Oracle, and all the others on this list. Visit Cloud Wars for more.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The S&P 500 is already slipping into a bearish downtrend, and one of the biggest names in market history is sounding the alarm again. The investor who famously called the 2008 crash is back with a new warning, and this time he says the setup could be even worse. In this video, we walk through what he is saying, why he thinks AI stocks are in bubble territory, and what the charts actually reveal once you cut through the hype.This one gets right into the real story behind AI valuations, trend direction, and how major stocks like Nvidia and Palantir actually behave when the market is weakening. You also see exactly how stage one, stage two, stage three, and stage four cycles show up on real charts like Tesla, Cisco, Bank of America, and more. If you have ever wondered why bubbles form, why they burst, and how regular investors get trapped in the boom and bust cycle, this breakdown explains it in simple, no-nonsense language.Right in the middle of everything, we take a practical look at how trend alignment works using the 10 EMA, 20 EMA, and 50 EMA. This pulls back the curtain on why counter trend trades are so difficult and why following the trend matters far more than trying to predict what happens next.Here is some of what you will get inside:✅ Why AI stocks are acting like a bubble✅ How market cycles form and why traders ignore the warning signs✅ Why shorting strong names in an uptrend is a dangerous move✅ What market breadth reveals about real buying and selling pressure✅ How past bubbles show the difference between buying smart and buying lateWe also dig into why this environment is not the same as the dot com bubble. Yes, money is pouring into AI. Yes, valuations are elevated. But today, the Federal Reserve is loosening money supply, lowering rates, and ending quantitative tightening. That means the “needle” that popped the dot com bubble is not the same needle that would pop an AI bubble today, which makes the timing and outcome very different.You will also hear an eye-opening discussion about the three possible needle points that could burst the bubble: the job market getting hit by rapid AI adoption, sky-high investor expectations that companies cannot meet forever, and simple value exhaustion as too much money chases too few winning stocks.On top of that, there is a breakdown of the OVTLYR Trend Template, why systematic entries and exits work, how expectancy plays into long-term returns, and why emotional decisions like FOMO and panic selling almost always end badly. If you want to avoid riding the boom up and then giving it all back on the bust, this is the kind of analysis that keeps you grounded.If you are looking to save time, make money, and start winning with less risk, stick around. You will walk away with a clearer, calmer way to approach the market no matter what bubble people say is forming next.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonSend us a text

This week on our Live Show we discussed The Future with Ai Join my PodFather Podcast Coaching Community ⁠https://www.skool.com/podfather/about⁠ Start Your Own SKOOL Community ⁠https://www.skool.com/signup?ref=c72a37fe832f49c584d7984db9e54b71⁠ Donations ⁠https://www.awakeningpodcast.org/support/⁠ #awakening #ai #dangersofai About my Co-Host:Arnold Beekes Innovator, certified coach & trainer and generalist. First 20 years in technology and organizational leadership, then 20 years in psychology and personal leadership (all are crucial for innovation). Join his Brain Fitness SKOOL Group⁠https://www.skool.com/brainfitness/about⁠ What we Discussed: 00:00 What the Show is about today 03:15 Will the Ai Market Crash08:30 Palantir having all your data10:20 Lot of cameras installed during the lockdown12:24 We have builtin laziness14:30 50,000+ People laid off in the USA in 1 week16:50 People using Ai to lie17:30 Millions of Driving jobs will be lost because of Ai18:50 The Pros & Cons of an Ai Weeding machine19:25 At what cost will the Social Income come at20:30 Ai will soon be able to run a whole company22:45 What are the people who lose their jobs to Ai ,going to work at?24:00 The disadvantages will Self Checkouts25:15 Dangerous Ai26:55 This is a control tool30:00 Artists will lose money with Ai32:55 Content creators using Ai that hurts real creators34:25 Social Media is Full of Bots36:25 Domain Name control39:40 Ai is now stalling you asking more questionsSubstack Subscription⁠https://substack.com/@podfatherroy⁠ How to Contact Arnold Beekes: ⁠https://braingym.fitness/⁠ ⁠https://www.linkedin.com/in/arnoldbeekes/⁠ Donations ⁠⁠ ⁠https://www.awakeningpodcast.org/support/⁠ ⁠https://www.podpage.com/speaking-podcast/support/ ⁠⁠⁠ All about Roy / Brain Gym & Virtual Assistants at⁠https://roycoughlan.com/⁠ 

The stock market is broken! Today we talk about a broad range of economic, market, and behavioral topics, beginning with the cognitive bias of sunk costs and how it affects personal decisions, investing, and business choices, emphasizing the importance of recognizing losses and cutting them early. We also explore recent market signals, including distress in the credit and auto-loan markets, and the K-shaped economy. We also critique media and policy narratives, pointing to propaganda around climate change and the pivot to nuclear energy. It's important to be aware and prudent in your observations in uncertain times. We also remark on the rising cost of living, currency devaluation (the end of the penny), and market performance trends. We discuss...  Sunk cost bias was illustrated with examples in plumbing repairs, investing in stocks like QQQ, and hiring ineffective marketers in business. People often continue bad relationships or investments due to the psychological discomfort of admitting mistakes. Non-decisions are still decisions, and it's important to consciously choose a path rather than defaulting to inaction. The conversation shifted to propaganda in media and politics, including discussions about global warming and COVID messaging. Nuclear energy is the only scalable solution for energy needs if climate change is real, and that AI and technology interests influenced the shift in media focus. We discussed deliberate and coincidental market messaging, citing examples of Fed statements and past financial crises like 2008. Michael Burry's recent fund positions and put options on Nvidia and Palantir were discussed as a signal for investors to pay attention, though not necessarily to follow blindly. Extreme caution in investing is recommended, particularly in markets or sectors one does not fully understand, such as the stressed auto-loan market. Signs of market stress were highlighted, including unusual moves in the SOFR rate and subprime auto-loan distress, though not on the scale of the 2008 mortgage crisis. The K-shaped economy was explained, where asset holders benefit from price inflation while those without assets see income stagnation and rising expenses. Rising housing costs and mortgage challenges were linked to declining fertility rates and generational effects on college and workforce participation. Indicators of market sentiment, including CNN's Fear and Greed Index, were analyzed, with a caution not to follow them blindly as they often lag or mislead. Observations were made on shifting consumer behaviors, including declining cash usage and businesses refusing pennies as payment. Future discussion topics were teased, including REIT investment opportunities and year-to-date market performance insights.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stock-market-is-broken 

Palantir has acquired key UK government contracts, promising to make government more effective. But Peter Thiel's controversial company has also worked with the US government and ICE on deportations and with Israel's military during its war on Gaza. This week, investigative journalist Mark Wilding joins Ellen to explain how the tech giant has become embedded in the British state—and what it might mean for us in future.In the latest issue of Prospect, Mark traces how Palantir seized a moment of opportunity in the Covid-19 pandemic to get its “foot in the door” and multimillion-pound government contracts, culminating in its takeover of the Federated Data Platform—the new data backbone of the NHS. But what happens when a private tech corporation becomes essential national infrastructure?Mark also explains why even Palantir didn't want to be associated with Labour's plans for digital ID. Plus, Ellen and Alona discuss “Christmas creep”: banger or dud?To read Mark's investigation ‘How Palantir infiltrated the state', click here: https://www.prospectmagazine.co.uk/politics/democracy/government/71511/how-palantir-infiltrated-the-state Hosted on Acast. See acast.com/privacy for more information.

70% of enterprise AI projects never reach production. The solution: Forward Deployed Engineers (FDEs). In this episode, Vikram Vaidyanathan and Rocketlane CEO, Srikrishnan Ganesan unpack the rise of the FDE model, from Palantir's origins to how AI companies use it today to bridge the gap between prototypes and production. They discuss why traditional SaaS orgs break in AI, the governance needed to scale FDE teams, and why India is emerging as the global engine room for AI deployment. A crisp breakdown of the role shaping the future of enterprise AI. Chapters  00:01:29 -  Introduction to the Z47 podcast  00:04:16 - The 70% problem: Why enterprise AI fails to scale 00:05:25 - The origin story: Inside Palantir, where it all began 00:12:43 - Evolving from deployment to GTM engine 00:14:23 - The Vision Selling era: from POCs to production ROI 00:17:09 - What does a great FDE motion look like? 00:18:59 - Building with FDE DNA: How Rocketlane practices what it preaches 00:24:06 - Product, success, or stand-alone: Where should FDEs sit? 00:26:22 - Scaling the FDE model: from speed to structured governance 00:33:38 - Pairing on-site FDEs with India's 24×7 talent engine 00:34:21 - AI adoption as India's next big export 00:37:49 - FDEs: The human bridge between AI promise and delivery  

Bitcoin's slide has the entire market asking the same question: is this the beginning of real trouble, or the setup for the biggest buying opportunity of the year? This week on Market Mondays, we break down the volatility across crypto, AI, and equities as investors brace for major moves. From Peter Thiel unloading all his Nvidia and cutting 76% of his Tesla stake, to MicroStrategy trading below its net asset value, we analyze whether these are smart exits or signals of deeper cracks forming in the system.At the same time, the tech world is flashing warning signs—Meta is down 23%, Palantir is down 16%, and CoreWeave has crashed over 50%. With Nvidia reporting this week, the entire S&P 500 feels like it's tied to a single stock. Are we watching an AI bubble quietly deflate, or a temporary shakeout before the next run? Meanwhile, consumer discretionary is having its worst month in six months and financial stocks are hitting new highs. We break down whether this rotation into safety is healthy, or a setup for a major reversal.We close the episode with the biggest opportunities hiding in the chaos: which distressed assets might actually be long-term winners, why the bond market is having its strongest year since 2020, and what these signals mean heading into Black Friday and 2026. Plus—we share our hot takes on investing that most people don't agree with. If you want clarity on the markets, sentiment, and strategy, this is the episode you need.#MarketMondays #EarnYourLeisure #Bitcoin #Nvidia #AIStocks #Tesla #MicroStrategy #PeterThiel #Finance #Investing #StockMarket #WealthBuilding #FuturesTrading #CoreWeave #Meta #Palantir #SNP500Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

SPONSORS: 1) HOLLOW SOCKS: For a limited time Hollow Socks is having a Buy 3, Get 3 Free Sale. Head to Hollowsocks.com today to check it out. . #Hollow Sockspod 2) AMENTARA: Go to https://www.amentara.com/go/julian and use code JD22 for 22% off your first order! PATREON: https://www.patreon.com/JulianDorey (***TIMESTAMPS in description below) ~ John Kiriakou is a former CIA spy who was the agency's chief of counterterrorism in the Middle East prior to being prosecuted by the DOJ. JOHN's LINKS: All of John's uncensored content is available exclusively here: https://rebrand.ly/juliandorey YouTube: https://www.youtube.com/@realjohnkiriakou X: https://x.com/JohnKiriakou IG: https://www.instagram.com/realjohnkiriakou/ FOLLOW JULIAN DOREY INSTAGRAM (Podcast): https://www.instagram.com/juliandoreypodcast/ INSTAGRAM (Personal): https://www.instagram.com/julianddorey/ X: https://twitter.com/julianddorey JULIAN YT CHANNELS - SUBSCRIBE to Julian Dorey Clips YT: https://www.youtube.com/@juliandoreyclips - SUBSCRIBE to Julian Dorey Daily YT: https://www.youtube.com/@JulianDoreyDaily - SUBSCRIBE to Best of JDP: https://www.youtube.com/@bestofJDP ****TIMESTAMPS**** 0:00 — Intro 02:25 — John's Pardon? Iran Troops, Greater Tunb, Middle East Complexity, Israel Intelligence 15:30 — Intelligence, Cell Phone Tracking, B0mbing Iran, Obama v Netanyahu, South African Nukes 26:41 — The “Peace Deal” Ceasefire, Israeli Gov, Palestine, Kuwait 1990, Black September, Egypt 40:15 — Abraham Accords, MBS, King Abdullah II, Gaza, Palestinian-Israeli Future 52:08 — Christian Zionists, Evangelical Influence, Gaza Christians, Rising U.S. Anti-Semitism 01:00:50 — Tucker Issue, Israeli Schools & Antisemitism, Psy-Op Claims 01:09:52 — Rise of NF, Bot Campaigns on X, John's Prison Years, John's Cemetery Guide 01:21:44 — Unofficial Graveyards, Saving the Declaration of Independence, Wonder Bread Origins 01:32:39 — Overseas Cemeteries, D3ath Rituals in Greece, Iran Pushed Into a Nuclear Corner 01:45:55 — French Espionage Kerfuffle, Elite French Intelligence, Post-9/11 Serial-Killer Mentality 01:54:40 — French Intel & MI6, Princess Diana's D3ath, Nuclear Protocols, Soylent Green 02:07:14 — The Omega Man, John Meets Charlton Heston 02:09:04 — John Brennan, Forum Shopping in Courts, Biden Should've Pardoned Trump 02:21:34 — Attempted CIA Coup, Congress, Independent Thinkers, Saikat Chakrabarti 02:32:28 — People Jump to Conclusions, India vs Pakistan, Human Nature & Power 02:38:39 — Next-Level Operators After 9/11, Ethical Collapse, High-Level CIA Performance Pre-9/11 02:51:32 — Vault 7, CIA Remote Car Hacks, Smart TV Mics, Parallel Ops with NSA, Black Budget 02:57:38 — In-Q-Tel, Palantir, Civil Liberties Concerns, Classified Drone Base, Karp & Thiel, Abraxis 03:10:18 — Finding Money, Elon's Shift, “Make Your Own Way,” John's Kids Not Bound by His Past CREDITS: - Host, Editor & Producer: Julian Dorey - COO, Producer & Editor: Alessi Allaman - https://www.youtube.com/@UCyLKzv5fKxGmVQg3cMJJzyQ - In-Studio Producer: Joey Deef - https://www.instagram.com/joeydeef/ Julian Dorey Podcast Episode 356 - John Kiriakou Music by Artlist.io Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Bright Spots in Healthcare, recorded live at the HLTH 2025 conference in Las Vegas, Eric Glazer sits down with Scott Arnold from Tampa General Hospital, one of the nation's leading academic health systems, to explore their ambitious digital transformation journey. The conversation dives deep into how TGH built a unified digital foundation across a large, geographically dispersed system, enabling them to scale AI solutions that deliver measurable impact on operations, patient care, and the clinician experience. Scott shares his blueprint for modernizing a major health system, moving AI from pilot project to enterprise-wide tool, and provides practical lessons for health system and health plan leaders seeking to reduce burnout, improve satisfaction, and bring innovation to scale. The conversation dives into: Why a single digital operating system, standardizing the EHR, analytics, and phone systems, is the non-negotiable foundation for scalable AI and consistent patient experience The function of TGH Ventures, the dedicated venture arm used to fund and rapidly implement market-vetted digital health solutions The strategy for prioritizing AI deployment by focusing on human-centric problems, such as clinician burnout and nursing staff turnover How TGH partnered with Palantir to create an AI-enabled Care Coordination Operating System (CCOS) that uses real-time data to optimize patient flow and predict risk The critical need for operational governance to prevent AI from being layered on fragmented infrastructure, which often leads to "faster chaos" Building a culture that is grounded in trust, speed, and experimentation to ensure the organization can keep pace with rapid technological evolution This discussion offers a pragmatic, replicable blueprint for any health system ready to modernize with intention and urgency, demonstrating how digital transformation can be grounded in practicality, not just hype. References: Charlie Munger's famous quote "Trust is one of the greatest economic forces on Earth" Learning from outside healthcare: Scott's view on "taking a page out of Apple" and applying consumer-grade principles to hospital system design Scott Arnold's Bio: https://www.tgh.org/about-tgh/tampa-general-hospital-leadership/scott-arnold Partner with Bright Spots Ventures: If you are interested in speaking with the Bright Spots Ventures team to brainstorm how we can help you grow your business via content and relationships, email hkrish@brightspotsventures.com About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation. We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare—proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com. Visit our website:  www.brightspotsinhealthcare.com. Follow Bright Spots in Healthcare: https://www.linkedin.com/company/shared-purpose-connect/

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The market might be trying to tell us something, and honestly, it is kind of a big deal. The three step test just flipped bearish on the S&P 500, which means the trend officially turned down. Now does that automatically mean a crash is coming? Maybe. Could it snap right back up like nothing happened? Also maybe. Nobody here is pretending to predict the future. The goal is to read the trend as honestly as possible, and right now that trend is pointing down.Inside this video, we break down what actually triggered the shift. The 10 EMA slipped under the 20, price pushed under the 50, and suddenly the entire character of the market changed. That combo is the first early sign that momentum is fading and we might be entering stage three, the part where uptrends stop being friendly and start getting choppy. We revisit when this setup last appeared and how the market behaved afterward. Not to scare anyone, but to understand the difference between a healthy pullback and a genuine trend reversal.We also dive into real charts like SoFi, Palantir, PayPal, AMD and SPY. Some names are already deep in bearish trends. Others are holding up. A few look like they could tip either direction. And that is the exact reason why trend reading matters. You do not have to guess. You do not need to hope. You just need to recognize whether the market is working for you or against you.For quick reference, here are the big ideas we walk through in the video:✅ Why the 10 under 20 and price under 50 setup is the cleanest early warning✅ What stage three looks like on a real chart✅ How previous pullbacks played out once this setup appeared✅ When it makes sense to sit in cash and protect your account✅ Why mini trends form inside bigger bullish or bearish cyclesA lot of traders get used to nothing but green candles during long bull runs. That comfort can be a trap. When markets finally shift, they shift fast, and too many people convince themselves that stocks cannot go down. This video is the reality check. There is a huge difference between riding a confirmed uptrend and trying to buy every dip during a downtrend. The Covid crash and 2022 bear market made that painfully clear.You will see how the trend template keeps you objective. No guessing. No emotional decisions. When things line up bullishly, you participate. When they do not, you step aside and wait. Sitting in cash is not weakness. It is risk management. And honestly, it is one of the simplest ways to avoid blowing up your account when the market gets messy.Toward the end, we talk about the power of trading plans like Plan ETF, what compounding actually looks like during clean uptrends, and how OVTLYR members use these signals to stay on the right side of major moves. If the market decides to pull back 10 or even 20 percent, it would not be shocking. Big banks have already been warning about volatility. The important thing is knowing how to navigate it confidently.If you care about saving time, protecting your gains and avoiding unnecessary losses, this video is going to help you stay ahead of the curve instead of reacting after the damage is done.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

The Lincoln Project’s Rick Wilson examines the civil war inside the White House and how Trump’s chief of staff may be on the way out. Author, Michael Steinberger, details his new book, The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State.See omnystudio.com/listener for privacy information.

In this special episode of Cloud Wars Live, Bob Evans speaks with Chad Wahlquist, Architect at Palantir, about the company's explosive Q3 growth and the accelerating adoption of its AI Platform (AIP). They explore how AIP serves as an operating system for the enterprise, enabling customers to achieve global optimization, faster ROI, and model flexibility. Wahlquist also talks about Palantir's open, interoperable architecture and its commitment to delivering value at speed, especially for customers in high-stakes, high-pressure environments.Operate Smarter, Not SlowerThe Big Themes:Speed to Value: Many companies still operate under the assumption that meaningful transformation requires multi‑year timelines (two to three years, sometimes more). Palantir is pushing the idea that you must deliver value in months, three to six months, rather than years. This shift is critical because when business markets move fast, and when competitive advantage erodes quickly, speed becomes a differentiator. If you wait for years, you may miss the window or be out‑paced.Interoperability and Ecosystem Integration: The platform isn't trying to lock you into a “box” you must keep your data in; it instead emphasizes plug‑in interoperability with systems you already have. Wahlquist mentions connectors, SDKs, APIs, and plug‑ins to partners like Snowflake, Databricks, SAP, NVIDIA. The concept: if you already have investment in some systems, don't throw them away; just connect them. This increases the speed to value and reduces friction.Ambition, Willingness to Operate in Crisis: Wahlquist points out they often engage with customers who are under pressure. These customers need value now, not two or three years out. Situations like supply chain disruption, plant outages, labor issues, etc., are real. This situational urgency forces companies to adopt architectures and partners that can deliver now. The takeaway: It's not enough to believe you'll transform in the future; transformation architecture must be built for today's fires.The Big Quote: “Our goal is really: how do we scale our customers and the outcomes they're delivering — not just the number of customers?"More from Chad and Palantir:Follow Chad on LinkedIn or get an overview of Palantir's Q3 in its letter to shareholders. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I take you inside Palantir's wildly different approach to driving customer growth.Highlights00:14 — One of the companies causing a lot of disruption within the Cloud Wars Top 10 companies is Palantir, which recently reported its Q3 revenue up 63% to $1.12 billion, just growing incredibly fast and putting together a remarkable set of customers and customer references for what they've been able to do with Palantir. And I think this speaks to a very, very different approach Palantir is taking.01:42 — So I had a great chat with Palantir Architect Chad Wahlquist. Palantir has an unusual way of setting titles in the company. They often are untraditional. Chad does much more than being an architect. He's a great architect, but does much more than product strategy, marketing, and so on. We are linking here in the show notes to that full video with Chad.02:09 — We talked about a lot of things. Interesting that as Palantir went through this extraordinary growth, its salesforce shrank. It said that's because it uses its own software to do things. What it calls “quantified exceptionalism” — how do you break through in a quantifiable way to do things that others aren't able to do? — is something they want to prove inside, then project outwardly.03:19 — Chad said: "It's great that our number of customers is growing. That's not our goal. Our primary goal is to see growth within our customers in terms of their business outcomes, their capabilities, their quantifiable outcomes." And he talked a lot about their ambition. He believes that Palantir software gives enterprises the ability to do things beyond what they thought were possible.04:28 — Final big point from Chad Wahlquist is that point solutions allow companies to optimize locally, and he said that can be a nice thing; it leads to small returns or small positive outcomes. He said: "Our goal with Palantir and our Artificial Intelligence Platform (AIP) is to help our customers drive global optimization."Check out my full-length interview with Chad Wahlquist. Visit Cloud Wars for more.

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer, ⁠Mads Jensen of ⁠SuperSeed⁠, and ⁠Lomax Ward of ⁠Outsized Ventures⁠ unpack the headlines reshaping European venture.This week, the trio dives into the UK's blink-and-you-miss-it exit tax, China's rising open-source AI threat, hyperscaler accounting drama courtesy of Michael Burry, Europe's supply-chain vulnerabilities — and why kill switches might soon matter as much as CapEx.Here's what's covered:08:42 The enterprise AI “nothingburger”: why progress is slower than adoption claims.10:31 Nexperia: Europe's dependence on Chinese chip packaging exposed.11:55 The four–six week fragility window in Europe's automotive supply chain.13:47 EU formalises 5G vendor bans — the €3B Huawei/ZTE rip-out begins.17:12 Dan vs. Alex Karp: “word salad” or visionary govtech architect?20:34 Palantir's privacy architecture: why governments keep choosing them.23:28 Markets wobble: Nvidia leads the downturn; Apple stands alone.28:14 Hyperscalers' depreciation trick: why Michael Burry calls fiction.35:12 Anthropic cyber incident: Claude “jailbroken” via social engineering.38:27 Chinese kill switches in European buses — and what comes next.

De københavnske boligpriser har fyldt ekstremt meget i kommunalvalget og spørgsmålet er, om man bør frygte en risikabel prisboble? Vi sammenligner nøgletallene med årene op til Finanskrisen, og konklusionen er rimelig klar: Nej, vi ser ingen grund til at tænde alarmlamperne. Grønne aktier har haft et fremragende aktieår, og vi kigger meget konkret på hvilke fonde og temaer, man kan kaste penge efter, hvis man tror på vind, sol, batterier – eller atomkraft. Til sidst diskuterer vi markedstumulten på de sidste handelsdage i sidste uge, hvor drastiske fald torsdag skabte nervøsitet og fald fredag morgen. Det var særligt snakken om oppustede priser i amerikanske techaktier som Palantir og Nvidia, der har optaget investorerne. Og så har den berømte investor Michael Burry annonceret store kontrære væddemål mod netop Palantir, som han tror falder fra kurs 170 til under 50 dollars. I studiet: Magnus Barsøe og Mikael Milhøj.See omnystudio.com/listener for privacy information.

⚡️ https://www.celsia.com/es/-------

No surprise to me that there's a glut of apartments on the market  I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought.    Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings?  Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has!    China is no longer just manufacturing; they are also beginning to innovate.  For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power    Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging.     Companies Discussed:  Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)  

The inevitable decline of civilization takes center stage as the show kicks off with the miserable results of the FACEBOOK SETTLEMENT, confirming Brian's $4.01 payout, followed by a discussion of the SPORTS BETTING SCANDAL, where MLB players are rigging games over prop bets, confirming that gambling is now actively killing sports; moving to the news, the guys celebrate the DENMARK SOCIAL MEDIA BAN and SCHOOL PHONE BANS, which are already proving that teenagers need mandatory digital detoxes, prompting comparisons to Footloose and the revelation that teens are now passing handwritten notes and taking Polaroids. Naturally, things aren't going well for the hyper-rich, as evidenced by the TESLA EXECUTIVE EXODUS and the launch of WAYMO FREEWAYS, which will surely bring chaos to LA, and the ongoing saga of massive capital destruction via OPENAI LOSSES and META AI FAILURES, prompting Mark Zuckerberg to announce his desperate bid to CURE ALL DISEASES with AI, a feat less audacious than the fraud of AI startup FIREFLY AI TRANSCRIPT, which admitted its original "AI" was just human transcriptionists.They then hit a laundry list of digital woes, including the dubious convenience of APPLE PASSPORTS, the creeping dread of Sam Altman's failing WORLDCOIN EYEBALL SCANS, the ridiculous crypto fraud DEFI OFFICE SPACE that literally copied a movie plot, and Coinbase's inexplicable decision to bring back high-risk ICOs; the absurdity continued with the OPENAI LAWSUIT over a suicidal chatbot that suggested the user "Rest easy, King," and the political maneuvering of the REPUBLICAN BROADBAND REDIRECT, which will gut internet access for the underserved to fund the Treasury, but the real threat to humanity remains the clandestine PREVENTATIVE GENE HACKING startup funded by tech billionaires aiming to create modified babies offshore.In Media Candy, they share reviews of the excellent DIPLOMAT, ZOOTOPIA, and the just-released LUSH DOCUMENTARY, confirming our combined Gen-X fragility, before celebrating two definitive wins for reality: the fact that physicists have finally CRUSHED THE SIMULATION THEORY, and the literary brilliance of Joyce Carol Oates' tweet, which expertly called out Elon Musk as uneducated and uncultured.All this and more on this episode of Grumpy Old GeeksSponsors:CleanMyMac - clnmy.com/OLDGEEKS - Use code OLDGEEKS for 20% off.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/722FOLLOW UPBaseball Is CompromisedIN THE NEWSDenmark set to ban social media for users under 15 years of ageBanning Phones in Schools Is Drastically Changing the Behavior of KidsThe Head of the Cybertruck Program Quit Tesla. The Model Y Leader Left Hours LaterWaymo's driverless cars will start driving on freeways in three US citiesApple introduces a new Digital ID feature to make boarding flights easierOpenAI Will Lose $74 Billion the Same Year That Anthropic Breaks Even: ReportMeta's AI Ambitions Appear to Be in a TailspinZuckerberg, Chan bet AI can cure all diseaseStartup Secretly Working to Gene-Hack Human BabySam Altman's Creepy Orb Startup Has Only Scanned 2 Percent of Its Ideal Number of Eyeballs$120 Million Crypto Hack Blamed on Office Space-Style ExploitCoinbase Wants to Bring Back an Old Crypto Trend That Ended in DisasterSeven more families are now suing OpenAI over ChatGPT's role in suicides, delusionsUS states could lose $21 billion of broadband grants after Trump overhaulPhysicists Say They've Proven Whether We're Living in a SimulationElon Musk Got One-Shotted by an Extremely Mean TweetMEDIA CANDYZootopiaThe DiplomatPluribusVictoria BeckhamLush: A Far from Home MovieWelcome to Derry'V for Vendetta' Is Becoming a TV ShowDune: Prophecy' Kicks off Season 2 Production‘Alien: Earth' Has Been Renewed for Season 2‘Poker Face' Canceled at Peacock; Rian Johnson Will Seek New Home for Series — With Peter Dinklage StarringThe Running Man | Final Trailer (2025 Movie) - Edgar Wright, Glen PowellToy Story 5 | Teaser Trailer | In Theaters June 19Paramount+ announces price increases for every streaming planAPPS & DOODADSHow to adjust the Liquid Glass effect in iOS 26.1How to stretch the clock on your lock screen in iOS 26Tesla Reportedly Adding Apple CarPlay, Bucking Industry TrendFounder Admits His “AI Transcription” Startup Was Just Him Joining People's Meetings and Taking Notes by HandFTC Announces Crackdown on Deceptive AI Claims and SchemesTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingThe Official ‘Star Wars' Magazine Is Coming to an End After Over 30 YearsFuzzball Bandolier ShawlTalk about your crotch-rocket...AI-Powered Toys Caught Telling 5-Year-Olds How to Find Knives and Start Fires With MatchesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation"   Join us at the All-In Holiday Spectacular!: https://allin.com/events   Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg   Follow on X: https://x.com/theallinpod   Follow on Instagram: https://www.instagram.com/theallinpod   Follow on TikTok: https://www.tiktok.com/@theallinpod   Follow on LinkedIn:  https://www.linkedin.com/company/allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg   Intro Video Credit: https://x.com/TheZachEffect   Referenced in the show: https://x.com/michaeljburry/status/1988778952299802818 https://x.com/_Investinq/status/1988847716613365845 https://x.com/michaeljburry/status/1987918650104283372 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html https://x.com/jatanackov/status/1988256651103592564 https://x.com/omapproach/status/1988410644907856075 https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/  

Anthony Lye joined Quid 14 months ago to lead a complete business model transformation. With three decades in Silicon Valley including executive roles at Palantir, NetApp, Oracle, and Siebel Systems, Anthony has operated through every major technology disruption. At Quid, he's dismantling the traditional SaaS playbook—eliminating seat-based pricing, collapsing the software/services separation, and refocusing the entire company on delivering measurable business outcomes rather than analytics tools. In this conversation, Anthony explains why most SaaS companies will fail in the AI era, how Palantir's forward-deployed engineering model creates defensible value, and the specific mental models founders need to reimagine their businesses before disruption makes the decision for them. Topics Discussed How Silicon Valley's technology oligopolies turn over every five years  Why AI shifts technology from features to benefits for the first time  Quid's transformation from social listening SaaS to outcome-based insights delivery  The separation of software and services as a structural flaw in SaaS economics  How forward-deployed engineers at Palantir and Quid collapse the services layer  Why SaaS failed knowledge workers while email remained dominant Discontinuity theory and how oligopolies resist then capitulate to disruption  The "fired tomorrow, compete with yourself" thought experiment for strategy clarity  How to build executive teams as custodians rather than functional heads GTM Lessons For B2B Founders Collapse software and services into outcome delivery: Quid eliminated seat-based pricing and module sales, shifting from IT budget to labor budget by selling insights, trends, and actionable information directly. This repositioned the product from a tool requiring sophisticated data scientists to a team augmentation service protecting brand health and driving commerce decisions. The business model change fundamentally altered buyer, buying process, and deal economics. When your product requires customization or professional services to deliver value, you've identified a structural opportunity to collapse both layers. Deploy the "fired and competing" thought exercise: Anthony's mentor advised imagining your board fires you tomorrow and you immediately compete against your own company. List the three things you'd do on day one to win. Then ask why you're not doing those things now. This exercise cuts through organizational inertia and reveals the obvious strategic moves you're avoiding. The discomfort in your answers indicates where you need to act. Match decision velocity to execution needs, not comfort: Tom Brett at Menlo Ventures told Anthony to increase from 3-4 decisions weekly to 50. The forcing function prevents overthinking and eliminates "second guessing paralysis." Organizations need clarity and direction more than perfect decisions. Write down every decision, communicate it clearly, and publicly reverse course when wrong. This builds a culture where being decisive and correctable beats being slow and theoretically optimal. Recognize when your hypothesis expires: Quid's social listening thesis was correct initially, but markets evolved while the company didn't. The problem remained valid (understanding brand health, shopping trends, product innovation signals), but the SaaS tool-based solution became untenable as data complexity demanded sophisticated users, shrinking addressable market. Founders must distinguish between persistent customer problems and expired solution approaches. Your original hypothesis has an expiration date. Identify the ox that gets gored: Every deal requires customers to stop spending elsewhere. You must be 10x faster or one-tenth the cost to overcome status quo bias. Explicitly identify which vendor or budget line you're displacing, then validate your value proposition can actually displace it. Most startups fail this calculus and wonder why proof-of-concept success doesn't translate to procurement approval. Start with blank canvas, fail backwards to SaaS: When reimagining for AI, don't bolt features onto existing architecture. Begin with first principles about what customers actually want to accomplish, design that solution using current capabilities, then fall back to SaaS components only where necessary. Anthony warns that additive approaches preserve structural constraints that prevent you from capturing the full opportunity. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crashes: What Happened    

Lionel delivers entertaining and informative analysis dedicated to telling the "truth that never nobody else talks about". This episode dissects the latest political, technological, and cultural shifts. We dive into the new batch of Epstein estate emails that mentioned President Trump, revealing how the documents actually undercut the smear, reinforce that the alleged key victim exonerated Trump, and expose political schemes by Michael Wolf and selective Democratic leaks. Next, explore the cutting edge of tech: Neuralink, Elon Musk's tiny brain chip designed to restore function and create a brain interface, and Palantir, the powerful data integration company that builds gigantic, searchable, predictive programs for governments and intel agencies. Finally, get a crucial consumer warning about new AI chatbot toys found to discuss sexually explicit topics, offer advice on finding matches or knives, and exhibit limited or no parental controls. Don't miss this panoply of subjects. Learn more about your ad choices. Visit megaphone.fm/adchoices

Recently, WIRED's editor at large Steven Levy sat down for an interview with Palantir's CEO Alex Karp. Karp defended his company's contracts with clients like ICE and the Israeli government, which have increasingly gathered criticism. In today's episode, we dive into the most revealing parts of the interview and break down how Karp's technostate ideology has rippled across Silicon Valley.  Learn about your ad choices: dovetail.prx.org/ad-choices

HOST: Mark Longo, The Options Insider This episode covers major indices performance, including S&P, Nasdaq, Dow, and individual highlights of VIX, SPY, SPX, small caps, and the QQQs. It also delves into major single-name equities options trading, featuring companies like Amazon, SoFi, Apple, Meta (formerly Facebook), Palantir, Tesla, AMD, CTRA, OPEN, and Nvidia.  Run your own options report at TheHotOptionsReport.com.  

Timestamps:6:03 – Breakdown of FICO15:15 – Futures Trading Tip of the Week18:37 – Trump's $2K Tariff Plan34:46 – Burry's Shorts on NVDA & Palantir46:00 – What to Do After Becoming a Millionaire59:00 – Is Google the Sleeper AI Giant?1:04:10 – Holiday Market Play: Crypto or Stocks?1:08:20 – Trump x NVO x LLY Partnership Breakdown1:15:46 – Pre-Recession Indicators to Watch1:24:53 – CMG vs. CAVA Investment Outlook1:28:20 – End of Government Shutdown1:32:00 – Key Market Indicators for 20271:33:22 – Weekly Earnings RecapIn this week's Market Mondays, we break down everything from Trump's $2,000 plan to the future of AI and the latest market indicators signaling what's ahead for investors.We start with a deep dive into FICO scores and how they impact your financial future, then move into futures trading tips and Trump's bold plan to give every American $2,000 from tariff profits.We also discuss Michael Burry's short positions against Nvidia and Palantir, whether Google is the sleeper giant in AI, and what to do after you become a millionaire.Plus — we analyze Trump's new partnership with Novo Nordisk and Eli Lilly, what it means for biotech investors, and which markets — crypto or stocks — to focus on during the holiday season.As the government shutdown ends, we reveal key pre-recession indicators to watch, whether Chipotle (CMG) or CAVA are smart plays right now, and what signals could define the path to 2027.#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #FuturesTrading #TrumpEconomy #AIStocks #NVDA #Google #Palantir #NVO #LLY #FinancialEducation #WealthBuilding #RecessionPrep #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode, Chris, Saied, and Rajeil dive head-first into the fiery mess that is America's housing market. Where even 0% mortgage rates wouldn't make homes affordable, and Buffett and Zillow are suddenly on the same side of the doomsday table. From the longest government shutdown in U.S. history to first-time homebuyers now averaging forty (because apparently adulting got delayed a decade), the guys break down why affordability has officially left the chat and how the “Zero Interest Rate Period” turned into the world's most expensive hangover.➡️ Then it gets spicy... Michael Burry is back, betting billions against AI and the stock market like it's 2008 all over again. Meanwhile, Warren Buffett quietly agrees the math no longer works, and The Higher Standard crew connect the dots between social frustration, rising socialism vibes, and a government that can't even pay its own bills. Equal parts data, sarcasm, and therapy session — this one's a masterclass in how to laugh through an economic meltdown.

Could a model named…. Kimi K2 Thinking wreak havoc on the U.S. AI scene?

This episode proves that nothing gold can stay, especially your 401k, as we kick things off with the revelation that October saw the worst tech layoffs since 2003, all while "Big Short" genius Michael Burry decided to bet a billion dollars on the inevitable AI bubble bursting. The villains of the week are legion: the FCC is officially making it easier for internet companies to charge us even more hidden fees; Elon Musk not only got his $1 trillion pay package approved—despite Tesla sales collapsing nearly 90% in some countries—but he also teased a flying car, clearly living in his own "Golden Dome" fantasy, which the Pentagon is happily subsidizing; and in a stunning display of entitlement, Mark Zuckerberg opened an illegal school, which is somehow less shocking than Meta's claim that their massive porn stash was purely for "personal use," not AI training. The bad news doesn't stop there, with Texas suing Roblox over 'pixel pedophiles,' though at least a rural Michigan healthcare system is doing some good by using drones to improve care.Jumping over to Media Candy, since we're all emotionally scarred by the sheer awful-ness of The Witcher S4—a season so bad it "broke" The Critical Drinker—we need some comfort viewing. We're deep-diving into the political chess of The Diplomat and escaping into the sheer volume of competitive cooking shows, including the standard Halloween and Holiday Baking Championships, plus the delightfully ridiculous Harry Potter: Wizards of Baking S2; we also took a look at Pluribus, Knife Edge, Black Rabbit, and the trailer for Tron: Ares, while cheering the fact that Brendan Fraser and Rachel Weisz are set to revive The Mummy franchise for a fourth film. In Apps & Doodads, we're all mourning the eventual death of simple, good tech as we're warned to enjoy Apple CarPlay while we still can, but at least the Lego ‘Star Trek' Set is finally here for our inner child; the real question, though, is why Automattic Inc. thinks they can claim ownership of the actual word 'Automatic.'Finally, The Dark Side with Dave Bittner reminds us that everything old is new again and ripe for monetization, whether it's Miss Piggy potentially bringing back The Muppets to the movies or the sleek, blacked-out remake of the Commodore 64, not to mention that cool Tron Arcade Cabinet Miniature Model. However, the present is still a complete dumpster fire: a Google AI model allegedly accused a senator of sexual assault, and internal documents show that Meta is earning a fortune on a massive deluge of fraudulent ads, proving that the only thing getting healthier is our paranoia, though Dave did throw in a curveball with some special jar lids and seeds for growing organic sprouts. We finish, as always, with the obligatory Closing Shout-Outs because even cynical geeks need validation.Sponsors:MasterClass - Get an additional 15% off any annual membership at MASTERCLASS.com/GRUMPYOLDGEEKSGusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.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/721FOLLOW UPOctober Layoffs Were the Worst Since 2003 and Hit Tech Workers HardIN THE NEWSThe Big Short Guy Just Bet $1 Billion That the AI Bubble PopsTrump's FCC is officially moving to make it easier for internet companies to charge hidden feesPentagon will reportedly award SpaceX a $2 billion contract to help develop the 'Golden Dome'Elon Musk teases a flying car on Joe Rogan's showTesla's Sales Collapsed Nearly 90 Percent in Some Countries Last MonthTesla shareholder meeting updates: Elon Musk gets his $1 trillion pay packageTexas AG sues Roblox, accusing it of prioritizing 'pixel pedophiles' over child safetyMark Zuckerberg Opened an Illegal School at His Palo Alto Compound. His Neighbors RevoltedMeta Says Porn Stash was for ‘Personal Use,' Not Training AI ModelsHow a rural Michigan healthcare system is using drones to improve careMEDIA CANDYThe DiplomatHalloween Baking ChampionshipHoliday Baking ChampionshipHarry Potter: Wizards of Baking S2PluribusKnife Edge: Chasing Michelin StarsBlack RabbitTron: AresThe Witcher S4The Witcher Season 4 - A Show So Awful, It Broke Me by The Critical DrinkerBrendan Fraser, Rachel Weisz Set to Revive The Mummy Franchise with Fourth FilmAPPS & DOODADSEnjoy CarPlay While You Still CanThe Lego ‘Star Trek' Set Is Here, and It's Exactly What You WantAutomattic Inc. Claims It Owns the Word 'Automatic'THE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingMiss Piggy May Bring ‘The Muppets' Back to the MoviesRelive the Commodore 64's glory days with a slimmer, blacked-out remakeShow and Tell: Tron Arcade Cabinet Miniature ModelGoogle removes AI model after it allegedly accused a senator of sexual assaultSprouting Jar Lid (32oz Glass Jars) with 4 Pack Stainless Steel Sprouting Stands for Wide and Wide Mouth Mason Jar for Growing Organic Sprouts, Stainless Steel, 4 PackOrganic Radish Sprout Seeds (16 oz) – Non-GMO, Heirloom Seeds for Sprouting and MicrogreensMeta is earning a fortune on a deluge of fraudulent ads, documents showSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.