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We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
The October Logistics Managers' Index data, detailed in the article October LMI shows price increases outpacing capacity growth, shows transportation utilization (57.3) and pricing (61.7) surged, reversing the prior negative freight inversion. This tight market prediction is worsened by the immediate air cargo capacity shock stemming from the UPS MD-11 crash on November 5th, a tragedy covered in LATEST: Death toll in UPS cargo jet crash rises to 7. This incident led to seven confirmed fatalities and resulted in the indefinite closure of the Louisville Muhammad Ali International Airport and the complete halt of UPS Worldport operations. Regulatory pressure is further squeezing the driver pool through the FMCSA's new non-domiciled CDL rule, which prevents Ukrainian war refugees from renewing legally obtained licenses, a complex issue explored in CDL overhaul tailspins Ukrainian truckers. Meanwhile, labor friction is mounting as the Teamsters union accuses UPS of violating its contract by diverting delivery work to non-union gig drivers at subsidiaries like Roadie and Happy Returns, a conflict covered in Teamsters union to press UPS over Roadie use of gig drivers. Shifting focus to corporate performance, Uber Freight revenue flat in Q3 as company posts strong delivery gains reports the freight unit's Q3 revenue remained flat at $1.31 billion and incurred a loss, even as Uber's overall mobility and delivery divisions saw strong growth and record adjusted EBITDA. Conversely, TFI CEO Alain Bedard anticipates a weak fourth quarter, yet offers a strongly positive long-term outlook, particularly for 2026, due to operational improvements in LTL and potential infrastructure impacts, as detailed in TFI's Bedard sees a stronger 2026 after a weak 4Q. Learn more about your ad choices. Visit megaphone.fm/adchoices
The recruiting technology landscape is transforming at an unprecedented speed. AI Tools that seemed like far-fetched concepts just a few years ago are hitting the market and delivering results. But adoption is messy and uneven. Some employers are experimenting with AI-driven interviews, while others worry about bias and legal risks. High-volume recruiters are automating entire processes while executive search remains deeply human. Everyone's trying to figure out which tools actually work and how to integrate them without breaking what already exists. So how should talent acquisition leaders navigate this revolution? My guest this week is Josh Bersin, one of the world's leading HR technology analysts. In our conversation, he reveals why this transformation is inevitable and what smart TA leaders should be doing today. In the interview, we discuss: Why TA is facing a reckoning Time, resources, and human error Where AI currently has the most impact Mass personalization Regulatory risks What role should human recruiters be playing? Superworkers AI Fluency versus amount of work experience The impact on an already bloated TA Tech Stack Technology mergers and acquisitions What does the future look like? Follow this podcast on Apple Podcasts.
We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
As we plan for 2026, many CX, UX, and Market Research teams are focused on anticipating project volume, evolving method mixes, AI-enabled workflows, and resource allocation. But regulatory policy deserves attention too—with changes coming that could directly shape how we run qualitative and quantitative projects. In this episode of Conversations for Research Rockstars, Kathryn Korostoff interviewed Howard Fienberg, Senior VP Advocacy at the Insights Association, about two regulatory shifts that could impact researchers. Kathryn and Howard also discuss how these regulations could create meaningful cost savings and workflow improvements for researchers in both qual and quant settings. Conversations for Research Rockstars is produced by Research Rockstar Training & Staffing. Our 25+ Market Research eLearning classes are offered on demand and include options to earn Insights Association Certificates. Our Rent-a-Researcher staffing service places qualified, fully vetted market research experts, covering temporary needs due to project and resource fluctuations. We believe it: Inside every market researcher is a Research Rockstar! Hope you enjoy this episode of Conversations for Research Rockstars. http://www.researchrockstar.com/ Facebook | LinkedIn | 877-Rocks10 ext 703 for Support, 701 for Sales Info@ResearchRockstar.com
We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we explore a series of groundbreaking advancements and strategic collaborations that promise to transform drug development and patient care.In the autoimmune space, Boehringer Ingelheim has made a significant move by securing a $570 million agreement with CDR-Life. This deal centers on a trispecific antibody, a novel therapeutic approach that targets multiple pathways simultaneously, potentially revolutionizing treatments for autoimmune diseases. Boehringer's commitment to these cutting-edge modalities highlights their strategy to leverage novel technologies for more effective therapeutic solutions.Similarly, Celltrion has entered a $744 million collaboration with Kaigene, focusing on two preclinical autoimmune drugs. This partnership marks Celltrion's strategic shift from biosimilars to novel biologics, positioning the company at the forefront of biologic therapeutics. By investing in early-stage research, Celltrion aims to introduce transformative therapies for autoimmune conditions, showcasing the industry's willingness to bet on groundbreaking scientific advancements.In gene editing, Azalea Therapeutics is gaining attention with its focus on permanent genome editing using a dual-vector approach. Backed by $82 million in funding and support from CRISPR pioneer Jennifer Doudna, Azalea is poised to develop potentially curative solutions through single-dose treatments. The credibility lent by a Nobel laureate adds anticipation to their research outcomes, with the potential to significantly impact gene therapy.Shifting focus to clinical trials, Sarepta Therapeutics faces challenges after missing the primary endpoint in its confirmatory trial for Duchenne muscular dystrophy drugs. Despite this setback, Sarepta is pursuing full FDA approval, emphasizing the complex interplay between clinical data and regulatory strategies. This situation underscores the critical importance of robust confirmatory trials in securing drug approvals and ensuring patient access to new therapies.Merck is making strategic moves in oncology by regaining full control over an early-phase asset and securing $700 million from Blackstone for its oncology pipeline. This dual focus on asset acquisition and financial fortification reflects Merck's aggressive growth strategy aimed at expanding its cancer treatment offerings.Emerging from stealth mode, Neok Bio has secured a $75 million investment to advance bispecific antibody-drug conjugates into clinical trials. These bispecific ADCs represent the forefront of targeted cancer therapies, aiming for precision targeting of cancer cells while minimizing off-target effects. Neok Bio's progress could significantly enhance oncology treatment paradigms through improved therapeutic indices.Turning to regulatory landscapes, Teva's recall of over half-a-million bottles of prazosin hydrochloride due to potential carcinogenic impurities highlights ongoing challenges in ensuring drug safety and quality control within manufacturing processes. Such recalls underscore the critical importance of maintaining high standards in pharmaceutical production.In broader industry developments, we see dynamic trends where scientific innovation meets strategic business decisions and regulatory considerations. The potential impact on patient care is profound, with breakthroughs in autoimmune treatments, gene editing technologies, and targeted cancer therapies poised to alter therapeutic landscapes significantly.UCB has achieved another milestone with FDA approval for Kygevvi, an ultra-rare disease medication marking their third approval in rare conditions within three years. This success underscores UCB's strategic focus on niche markets that offer less competition but significant patient impact. Advancements in genetic research aSupport the show
Join speakers from IQVIA Digital and IQVIA Applied AI Science as they discuss DTC marketing and governance as we head into 2026. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here. Music: “Deep Reflection” by DP and Triple Scoop Music. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink
The October Logistics Managers' Index data, detailed in the article October LMI shows price increases outpacing capacity growth, shows transportation utilization (57.3) and pricing (61.7) surged, reversing the prior negative freight inversion. This tight market prediction is worsened by the immediate air cargo capacity shock stemming from the UPS MD-11 crash on November 5th, a tragedy covered in LATEST: Death toll in UPS cargo jet crash rises to 7. This incident led to seven confirmed fatalities and resulted in the indefinite closure of the Louisville Muhammad Ali International Airport and the complete halt of UPS Worldport operations. Regulatory pressure is further squeezing the driver pool through the FMCSA's new non-domiciled CDL rule, which prevents Ukrainian war refugees from renewing legally obtained licenses, a complex issue explored in CDL overhaul tailspins Ukrainian truckers. Meanwhile, labor friction is mounting as the Teamsters union accuses UPS of violating its contract by diverting delivery work to non-union gig drivers at subsidiaries like Roadie and Happy Returns, a conflict covered in Teamsters union to press UPS over Roadie use of gig drivers. Shifting focus to corporate performance, Uber Freight revenue flat in Q3 as company posts strong delivery gains reports the freight unit's Q3 revenue remained flat at $1.31 billion and incurred a loss, even as Uber's overall mobility and delivery divisions saw strong growth and record adjusted EBITDA. Conversely, TFI CEO Alain Bedard anticipates a weak fourth quarter, yet offers a strongly positive long-term outlook, particularly for 2026, due to operational improvements in LTL and potential infrastructure impacts, as detailed in TFI's Bedard sees a stronger 2026 after a weak 4Q. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Camilla ter Haar and Ruth Keating are joined by Tiffanie Chan. Tiffanie is a Policy Analyst for the Grantham Research Institute's Climate Change Laws of the World project. She is currently working on several projects exploring legal pathways to net zero, benefits of climate laws, and corruption risks in climate action. Tiffanie discusses key findings of the Grantham Institute's annual Global Trends Snapshot, essential reading for those interested in climate change law.
For episode 620 of the BlockHash Podcast, host Brandon Zemp is joined by Rens Troost, Founder & CTO of Rational Exponent.Their flagship platform, RE:Agent, empowers customers to adapt quickly to evolving regulatory requirements with actionable intelligence, dynamic controls, and strategic risk insights embedded directly into operational workflows. Purpose-built for scalability, transparency, and agility, Rational Exponent makes it possible for organizations to maximize operational performance and accelerate growth while remaining grounded in prudent, compliant risk management. Rens brings 30+ years of leadership experience, from early-stage startups to NASDAQ-listed companies. He's a repeat founder, board member, and CTO for Rational Exponent, an AI-native fintech company coming out of Stealth to start the movement for building banks of the future. ⏳ Timestamps: (0:00) Introduction(0:57) Who is Rens Troost?(3:21) What is RE:Agent?(6:36) RE:Agent use-cases(10:42) Impact of AGI(14:38) Guardrails for AGI(20:14) Goals at Money20/20(23:05) Contact Rational Exponent
For-hire trucking capacity is contracting significantly due to a 32% reduction in tractor builds (taking equipment below replacement levels) and stricter FMCSA English Language Proficiency enforcement, which could affect up to 10% of the driver pool. Despite shrinking capacity, freight rates are only seeing marginal spot market improvements of 1-2%, failing to keep pace with 3% inflation, due to volume volatility and broader macroeconomic risks. Regulatory friction is also widespread, as a federal judge issued a preliminary injunction blocking the California Air Resources Board from enforcing its Clean Truck Partnership against major OEMs (like Daimler, PACCAR, and Volvo). This legal development was driven by the judge's conclusion that CARB's lawsuit was attempting to enforce potentially federally preempted standards, creating an "impossible situation" for manufacturers after federal waivers for rules like the Advanced Clean Truck rule were withdrawn. In stark contrast to regulatory tangles, technology offers surprisingly frictionless solutions: fleets using complete AI safety solutions saw a 73% reduction in crash rates over 30 months, nearly double the industry average. Within just six months of implementation, these systems also achieved a 49% drop in harsh driving events and an 84% reduction in mobile phone use behind the wheel, alongside a 57% boost in Hours of Service compliance. Serious, hyperfocused investment is flowing into specialized logistics globally, notably in air cargo where Cargojet launched a new direct weekly service connecting its Canadian hubs to Liege Airport in Belgium. Latam Cargo also boosted its Europe-South America capacity by 25% (reaching 15 weekly frequencies), adding specialized routes like São Paulo to Brussels with a stop in Recife to handle mango exports. Domestically, TRAC Intermodal is focusing on standardization and efficiency by partnering with Florida East Coast Railway to stage standardized, GPS-integrated 53-ft domestic chassis directly at FEC terminals, aiming to build a national footprint for their T-53 program. Meanwhile, UPS completed its $1.6 billion acquisition of Andlauer Healthcare Group to strengthen its specialized Canadian cold chain and accelerate its strategic goal of doubling high-margin healthcare logistics revenue to $20 billion by 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Sierra Nicholson is joined by Eversheds Sutherland partners Tim Fosh and Michael Koffler to discuss how technology is transforming financial regulation, the importance of smart regulation, and the growing impact of private and digital assets on markets and investors.
China's 11th nationwide centralized drug procurement round has selected 55 medicines, including antivirals and diabetes treatments, which are expected to become available at lower prices from February 2026, theNational Healthcare Security Administration said last week.国家医疗保障局上周表示，我国第十一批全国药品集中采购已敲定55个品种，涵盖抗病毒、糖尿病治疗等多类用药，预计2026年2月起落地执行，价格将显著下降。Preliminary results from the bidding process, held in Shanghai on Oct 27, show that the chosen drugs cover a wide range of therapeutic areas such as infections, allergies, cancers, high blood pressure, high cholesterol, high blood sugar,inflammation and pain relief.10月27日在上海完成的竞标结果初步显示，中选药品覆盖感染、过敏、肿瘤、高血压、高血脂、高血糖、炎症及镇痛等广泛治疗领域。Among the successful bids are the flu drug oseltamivir, a first-line diabetes medication called metformin and targeted cancer drug olaparib.流感药物奥司他韦、一线糖尿病用药二甲双胍以及抗癌靶向药奥拉帕利等药品均在中选药品名单之列。During this round ofbulk-buy——where drugmakers cut prices to win bids for large-volume supply contracts with public hospitals——794 products from 445 enterprises participated in the bidding. Ultimately, 453 products from 272 companies were selected.本次集中采购中，药企通过降价竞标，以获得公立医院的大批量供应合同，共有445家企业的794个产品投标，最终272家企业453个产品中选。Around 46,000 medical institutions had submitted their procurement demands in advance, some specifying preferred brands. The administration said that 75 percent of these requested volumes were successfully matched with winning products.全国约4.6万家医疗机构提前提交了采购需求，部分还标注了品牌偏好；国家医保局表示，申报需求量的75%已顺利匹配拟中选产品。"The selected brands closely match clinical needs, and the majority of chosen manufacturers are established firms with proven supply capacity and reliable quality," it said. "Each region will be supplied by multiple winning manufacturers, ensuring a diverse and stable product selection."国家医保局称：“拟中选品牌与临床需求高度契合，中选企业多为产能充足、质量可靠的行业龙头；各区域将由多家同时供货，保障品类多元、供应稳定。”Beyond addressing clinical demand, this procurement round emphasized quality assurance and discouraged abnormally low bids.本轮集采在保障临床供给的同时，把质量门槛再抬高，并遏制异常低价竞标行文。To reinforce quality control, bidding manufacturers were required to demonstrate prior experience in producing the same category of drugs. Additionally, the production line for the bid drug must have had no manufacturing practice violations within the past two years.为强化质量管控，参与竞标的企业需具备同类药品生产经验，且投标药品的生产线在过去两年内无药品生产质量管理规范违规记录。"Regulatory authorities will conduct comprehensive supervision and inspections of all selected products in the future," it added.监管部门补充，其将对中选品种实施全覆盖检查与持续监测，确保质量全程可控。The competition in this round was notably more intense compared with the previous 10 rounds. Tomitigate excessive competition and avoid extremely low bids, the administration introduced measures including an anchor price reference, a revival mechanism and proactive communication with companies to encourage reasonable pricing.相比前十轮，本轮采购竞争更为激烈。为缓解过度竞争、避免极端低价竞标，国家医保局推出锚定价格参考、复活机制等措施，并主动与企业沟通，引导合理定价。As a result, the round maintained a relatively high selection rate, while the average price gap among winning drugs was substantially smaller than in earlier batches.最终，本轮采购保持了较高的中选率，且同类品种价差显著收窄，市场格局更趋均衡。The administration also emphasized efforts to preventbid-rigging and collusion, as well as to promote a fair and competitive market environment.国家医保局还强调，将着力防范串通投标、合谋抬价等行为，营造公平竞争的市场环境。Since the centralized procurement program was launched in 2018, a cumulative total of 490 drug varieties have now been included through 11 rounds.自2018年“4+7”试点启动至今，国家集采已开展十一轮，累计将490个药品品种纳入降价范围。National Healthcare Security Administration国家医疗保障局inflammation/ˌɪn.fləˈmeɪ.ʃən/n.炎症bulk-buy集中采购mitigate /ˈmɪt̬.ə.ɡeɪt/v.使缓和；减轻（危害等）bid-rigging串标
While the week in politics began with another chapter in the ongoing tensions within Te Pāti Māori, the House started the parliamentary week by resuming the consideration of the widely followed Regulatory Standards Bill. Go to this episode on rnz.co.nz for more details
For-hire trucking capacity is contracting significantly due to a 32% reduction in tractor builds (taking equipment below replacement levels) and stricter FMCSA English Language Proficiency enforcement, which could affect up to 10% of the driver pool. Despite shrinking capacity, freight rates are only seeing marginal spot market improvements of 1-2%, failing to keep pace with 3% inflation, due to volume volatility and broader macroeconomic risks. Regulatory friction is also widespread, as a federal judge issued a preliminary injunction blocking the California Air Resources Board from enforcing its Clean Truck Partnership against major OEMs (like Daimler, PACCAR, and Volvo). This legal development was driven by the judge's conclusion that CARB's lawsuit was attempting to enforce potentially federally preempted standards, creating an "impossible situation" for manufacturers after federal waivers for rules like the Advanced Clean Truck rule were withdrawn. In stark contrast to regulatory tangles, technology offers surprisingly frictionless solutions: fleets using complete AI safety solutions saw a 73% reduction in crash rates over 30 months, nearly double the industry average. Within just six months of implementation, these systems also achieved a 49% drop in harsh driving events and an 84% reduction in mobile phone use behind the wheel, alongside a 57% boost in Hours of Service compliance. Serious, hyperfocused investment is flowing into specialized logistics globally, notably in air cargo where Cargojet launched a new direct weekly service connecting its Canadian hubs to Liege Airport in Belgium. Latam Cargo also boosted its Europe-South America capacity by 25% (reaching 15 weekly frequencies), adding specialized routes like São Paulo to Brussels with a stop in Recife to handle mango exports. Domestically, TRAC Intermodal is focusing on standardization and efficiency by partnering with Florida East Coast Railway to stage standardized, GPS-integrated 53-ft domestic chassis directly at FEC terminals, aiming to build a national footprint for their T-53 program. Meanwhile, UPS completed its $1.6 billion acquisition of Andlauer Healthcare Group to strengthen its specialized Canadian cold chain and accelerate its strategic goal of doubling high-margin healthcare logistics revenue to $20 billion by 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices
The following article of the Mining industry is: “Water and Mining: Legal Trends and Regulatory Transformation” by Santiago Suarez Sevilla, Partner, Servicios Legales Mineros S.C.
Laurent and Gerard have an explosive conversation with Bryan Long, Executive Director in JPMorgan's Commodities Group.They explore why U.S. energy market signals are failing to support new capacity investments, despite soaring demand (especially from datacenters). Key issues include misaligned pricing, liquidity constraints, and hedging challenges, all of which deter long-term private capital.Key Takeaways: Current price signals don't support investment in new generation, even as large load growth (e.g., datacenters) is accelerating. Market structures must evolve to better reflect long-term price signals and attract private capital. Supply-side issues: New natural gas peakers and battery storage (BESS) face fragmented development, rising CAPEX, procurement delays, and tariff risks. Industry response: Major consolidation in the IPP space—private equity-backed assets are being acquired by integrated players seeking scale for hyperscaler deals.Possible solutions may include Repricing of forward curves, Government-backed long-term contracts, Regulatory reforms, Technological advancements Bottom line: Something must shift—be it policy, pricing, or tech—to align investment incentives with future demand growth. The next several years should be great for traders in the middle of the action.Conclusion: Between the Large Load Growth and the Investment Capital, who will blink first? ------------ Bryan Long is an Executive Director in JPMorgan's Commodities Group, focused on wholesale power & renewable energy transactions. With 20yrs+ experience across various U.S. Power trading, origination and management roles, he has deep understandings of electricity market structures.
This panel was recorded October 2, 2025. We hope you'll join us live in the future to ask your own questions and participate in the attendee chat! See similar events on demand and read other free MedTech resources at RQMplus.com.PMCF surveys can strengthen your CER and PSUR or create rework. In this 60-minute panel with live audience Q&A, RQM+ leaders from regulatory, clinical, and scientific writing share what MDR reviewers look for and how to design surveys that generate decision-grade evidence. The session is intended for regulatory affairs, post-market surveillance, clinical evidence, and medical writing leaders at MedTech manufacturers.Listen to learn how to: Define clear objectives, endpoints, and target population so the survey maps to your PMCF plan and CER. Improve response rates without bias and capture higher-quality data, including adverse events and usability feedback. Learn how to position your physician level survey as a chart review. Document methods, rationales, and traceability so notified bodies can follow the logic. Avoid the top reasons reviewers push back on PMCF surveys and how to correct them. Walk away with a practical checklist to pressure test your next PMCF survey and reduce review risk. Who should attend: Regulatory affairs leaders and PMS managers. Clinical evidence and clinical operations leads. Scientific and medical writing leaders, including CER and PSUR authors. Quality leaders responsible for post market surveillance programs. Panelists and moderator: Torrie DeGennaro – Vice President, Scientific & Medical Writing Bethany Chung, Ph.D., RAC – Director, Technical Solutions & Innovation Garrett Jeffries, Ph.D. – Principal Jon Gimbel, Ph.D. – Vice President, Regulatory Affairs--
This panel was recorded September 18, 2025. We hope you'll join us live in the future to ask your own questions and participate in the attendee chat! See similar events on demand and read other free MedTech resources at RQMplus.com.Manufacturers often focus on MDR or IVDR and miss cross-cutting EU laws that impact CE marking, technical documentation, quality systems, and reporting. As a result, devices may be delayed, blocked from the market, or recalled, and manufacturers may suffer legal penalties and reputational harm.In this RQM+ Live! panel discussion, experts from BSI, Brabners, and RQM+ map how sectoral, horizontal, and national requirements fit together, how notified bodies assess them, and how to build an evidence-based path to EU market access.We cover practical implications of recent and emerging regulations, including:Batteries Regulation (EU) 2023/1542AI Act (EU) 2024/1689Packaging and Packaging Waste Regulation (EU) 2025/40European Health Data Space Regulation (EU) 2025/327You'll learn:About the market surveillance regulation (EU) 2019/1020 and EU Blue Guide.How to identify all applicable legislation for your product and verify coverage.What notified bodies expect to see and the typical level of scrutiny.How to structure your compliance register, QMS updates, and regulatory reporting.Transition timelines and planning tactics to avoid last-minute surprises.Who should listen: Regulatory, quality, clinical, legal, and product leaders responsible for EU market access for medical devices and IVDs.Panelists and moderator:Greg Griffin, PhD, MRSE – Technical Specialist, BSIClaire Burrows – Regulatory Partner, BrabnersChris Parr, PMP – Principal, RQM+Jaishankar Kutty, PhD – Vice President of Regulatory Affairs, Reimbursement, & Market Access, RQM+ (Moderator)--
In this episode of The Edge of Risk podcast by IRMI, host Joel Appelbaum speaks with Jim DeVoe-Talluto, assistant director of captive insurance at the Vermont Department of Financial Regulation, about what organizations need to know when applying to form a captive insurance company. Drawing on more than 2 decades of regulatory experience, Mr. DeVoe-Talluto outlines the steps applicants should expect, the most common barriers to approval, and the importance of a strong feasibility study and experienced advisers. Mr. DeVoe-Talluto also discusses Vermont's regulatory philosophy and why early planning, clarity of purpose, and strong executive buy-in significantly improve the chance of success. Whether you're exploring a first-time captive or seeking insight into regulator expectations in one of the world's largest captive domiciles, this conversation delivers timely, practical guidance directly from the source.
Durable medical equipment (DME) supplier Semler Scientific Inc., along with a former distributor, Bard Peripheral Vascular Inc. and its related companies, have agreed to pay $37 million to resolve allegations that they violated the False Claims Act (FCA) by knowingly causing and conspiring to cause the submission of false claims to Medicare for photoplethysmography tests performed using the FloChec and QuantaFlo devices, in connection with the diagnosis of peripheral arterial disease (PAD), according to a report from the U.S. Department of Justice (DOJ).For analysis and context, Mary Inman, partner in the law firm of Whistleblower Partners, will be the special guest during the next live edition of Monitor Mondays.The weekly broadcast will also include these instantly recognizable features:Monday Rounds: Ronald Hirsch, MD, vice president of R1 RCM, will be making his Monday Rounds.The RAC Report: Healthcare attorney Knicole Emanuel, partner at the law firm of Nelson Mullins, will report the latest news about auditors.Risky Business: Healthcare attorney David Glaser, shareholder in the law offices of Fredrikson & Byron, will join the broadcast with his trademark segment.Legislative Update: Matthew Albright, chief legislative affairs analyst for Zelis, will report on the news happening at the intersection of healthcare and congressional action.
Adam Bierman—co-founder of MedMen—shares how a desperate, all-in bet on a federally illegal, unlicensed Venice Beach shop in 2010 became the world's most recognized cannabis brand, with Apple-style stores from Beverly Hills to Fifth Avenue and a multibillion valuation. A dingy dispensary doing ~$300k a month revealed massive demand; a “Canna Mums” encounter reframed the mission from retail to culture, policy, and patients. MedMen pieced together legitimacy—operating under California's medical veil, banking out of Las Vegas, and listing in Canada—helping drag cannabis into the mainstream (yes, Kardashians and Kimmel included). But hypergrowth met hard limits: heavy cash burn, governance questions, and a key PharmaCann merger slowed by unusual DOJ antitrust scrutiny under AG William Barr. Financing from Gotham Green Partners (Jason Adler) kept the lights on—on senior, highly protected terms. As debt mounted and regulation remained choppy, the story ended in bankruptcy/liquidation, even as MedMen's retail blueprint reshaped how dispensaries look and operate across the U.S. Why leaders should watch:
Vadim Rozov, CEO at Simplify Labs (https://simplifylabs.io/en/). Simplify Labs specializes in developing crypto platforms that comply with European regulatory frameworks. Founded by the creators of Kyrrex, a MiCA-compliant cryptocurrency exchange, the company provides solutions that meet EU regulatory standards. It also offers legal, marketing, and customer support services to crypto projects. Its core expertise includes building crypto exchanges, OTC platforms, crypto Telegram bots, and liquidity hubs.
Vadim Rozov, CEO at Simplify Labs (https://simplifylabs.io/en/) Simplify Labs specializes in developing crypto platforms that comply with European regulatory frameworks. Founded by the creators of Kyrrex, a MiCA-compliant cryptocurrency exchange, the company provides solutions that meet EU regulatory standards. It also offers legal, marketing, and customer support services to crypto projects. Its core expertise includes building crypto exchanges, OTC platforms, crypto Telegram bots, and liquidity hubs.
We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Attorney Blake Harris discusses the intricacies of offshore trusts and their advantages over domestic trusts. He shares his journey into the world of international asset protection, emphasizing the importance of understanding the differences between offshore and domestic trusts. Harris addresses common misconceptions about offshore trusts, highlighting their legitimacy and the regulatory frameworks that govern them. He also outlines who should consider setting up an offshore trust and the benefits of doing so, particularly for individuals with significant assets. The discussion further delves into the complexities involved in managing offshore trusts, including reporting requirements and the importance of choosing the right jurisdiction, with a focus on the Cook Islands as a preferred location for asset protection. Harris concludes by addressing the ethical considerations surrounding asset protection planning, advocating for proactive measures to secure one's financial future.Main Points:Offshore trusts provide greater asset protection than domestic trusts.The Cook Islands is a leading jurisdiction for offshore trusts.Understanding the complexities of offshore trusts is crucial for effective asset protection.Clients should consider offshore trusts if they have significant assets to protect.The cost of setting up an offshore trust can be justified by the long-term benefits.Networking and relationships are vital in the offshore trust industry.Regulatory frameworks in offshore jurisdictions can be more robust than in the U.S.Ethics in asset protection planning emphasize the importance of being proactive.Reporting requirements for offshore trusts are manageable with proper guidance.Education and awareness are key to dispelling myths about offshore trusts.Main Points:https://www.linkedin.com/in/blake-harris-08a106b/Tiktok & instagram-@blakeharrislawblake@blakeharrislaw.comhttps://blakeharrislaw.com/
This Week in Review covers 5 episodes from October 27 to October 31, featuring major developments in the pharmaceutical and biotech industries.Episodes included:1. Pharma Shifts: Dual-Action Obesity Drugs & Regulatory Waves2. Navigating Pharma's New Frontiers: Breakthroughs and Challenges3. Gene Therapy Challenges and Regulatory Shifts: Industry Innovations4. Biotech Breakthroughs: Transformative Acquisitions and FDA Milestones5. Novartis' $12B RNA Therapeutics BreakthroughKey topics covered:- Strategic acquisitions and partnerships- Regulatory updates and FDA approvals- Clinical trial results and breakthroughs- Industry trends and market developmentsStay informed with Pharma Daily's comprehensive coverage of the pharmaceutical and biotech world.Support the show
Have you thought about investing into space? Mark Boggett, CEO of Seraphim, shares the investment opportunities in the rapidly expanding space industry. He explains how innovations led by SpaceX dramatically lowered launch costs and increased access to space, catalyzing growth in satellite constellations and data-driven applications for defense, climate, and communications. He emphasizes that near-term investment potential lies in defense and climate-related uses of satellite data, rather than speculative ventures like space travel or asteroid mining. He also highlights the growing importance of sustainability, debris management, and more. We discuss... Mark Boggett is a career technology investor who founded Seraphim Space, the world's first space-focused investment fund. Seraphim Space operates a global accelerator, a private venture fund, and a publicly listed growth fund on the London Stock Exchange. Boggett shifted focus to space investing after recognizing how technologies like AI, telecommunications, and 3D printing were transforming the sector. SpaceX revolutionized space access by reducing launch costs from $86,000 to $1,000 per kilogram and dramatically increasing launch frequency. Smaller, cheaper satellites now enable massive constellations that provide real-time Earth observation and global connectivity. Investment opportunities in space fall into three categories: upstream (launch and satellites), downstream (data and applications), and in-space (future lunar and interplanetary activities). The most investable areas today are defense and climate-related satellite data applications rather than speculative space travel or mining. The falling cost of launch is paving the way for large-scale space infrastructure, including future data centers powered by solar energy. Space debris is an emerging challenge, driving new industries focused on monitoring, avoiding, and removing defunct satellites. Regulatory changes now require satellite operators to deorbit defunct satellites within five years, accelerating growth in orbital cleanup services. Defense is a major driver of demand for satellite technology in intelligence, communications, navigation, and asset protection. The "in-space" category includes lunar landers, space stations, and eventual habitation or mining ventures, though these remain long-term prospects. NASA's new funding model relies on private companies like Axiom Space and Voyager to build commercial space stations. Boggett concludes that while long-term prospects like lunar mining are exciting, the current trillion-dollar opportunity lies in satellites, data, and communication serving Earth-based customers. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management 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/investing-into-space-mark-boggett-760
In this episode of The Brainstorm, join Nick Grous, Tasha Keeney, and Brett Winton as they dive into Tesla's latest earnings, the future of Robotaxis, and the challenges of humanoid robots. Explore insights on Tesla's production ramp, AI advancements, and the potential for full autonomy.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:Tesla's recent earnings call highlighted increased confidence in their Robotaxi service and plans to scale production rapidly.Elon Musk expressed optimism about achieving unsupervised full self-driving capabilities soon, aiming for 3 million vehicles annually within two years.The discussion explored the complexity of humanoid robots, estimating the problem to be 200,000 times more challenging than Robotaxis.Tesla's strategy involves leveraging AI compute power and Robotaxi cash flow to advance humanoid robot development.Regulatory hurdles remain a significant factor in the rollout of full autonomy and Robotaxi services across different states.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
Dr. Yuri Maricich, Chief Medical Officer at CAMP4 Therapeutics, describes regulatory RNA, a new area of biology that recognizes the role of Reg RNA in the production of proteins from specific genes. This technology is well-suited for haploinsufficient diseases such as SYNGAP1-related disorders, in which there is a lack of healthy protein and both parents carry a copy of the mutated gene. The goal is to create disease-modifying treatments that correct the underlying genetic cause rather than treating the symptoms. Yuri explains, "What was really unique about CAMP4's scientific approach is that we're focused on a whole new and emerging area of biology called regulatory RNA. And these are control elements for the expression of genes. In other words, how much protein we get from a particular gene. And there's been a lot of work in the past on how to have less protein made, particularly if it's a protein that has a mutation that causes a problem. But in medicine, there have been very few opportunities to actually increase the amount of protein, but there are many diseases that need more healthy protein." "The backdrop of CAMP4 is that there was work done just over eight years ago at the Whitehead Institute at the Massachusetts Institute of Technology in a lab by Rick Young, and he was working with a colleague at Boston Children's Hospital, Lenson, and they noticed that there was this group of so-called regRNAs. These were non-coding regions that historically have been really ignored. And as they looked and explored their function further, what they discovered was that, in fact, these regRNA elements play a critical role in controlling how much protein is produced. And so the story of CAMP4 has been to continue to understand and map different cell lines so that we could take a particular target gene and, by using tools or established medicines, for example, like antisense oligonucleotides, we could actually increase the amount of a gene's protein back up to normal." #CAMP4 #CAMP4Therapeutics #SYNGAP1 #CuresSYNGAP1 #regRNA #RegulatoryRNA camp4tx.com Download the transcript here
Dr. Yuri Maricich, Chief Medical Officer at CAMP4 Therapeutics, describes regulatory RNA, a new area of biology that recognizes the role of Reg RNA in the production of proteins from specific genes. This technology is well-suited for haploinsufficient diseases such as SYNGAP1-related disorders, in which there is a lack of healthy protein and both parents carry a copy of the mutated gene. The goal is to create disease-modifying treatments that correct the underlying genetic cause rather than treating the symptoms. Yuri explains, "What was really unique about CAMP4's scientific approach is that we're focused on a whole new and emerging area of biology called regulatory RNA. And these are control elements for the expression of genes. In other words, how much protein we get from a particular gene. And there's been a lot of work in the past on how to have less protein made, particularly if it's a protein that has a mutation that causes a problem. But in medicine, there have been very few opportunities to actually increase the amount of protein, but there are many diseases that need more healthy protein." "The backdrop of CAMP4 is that there was work done just over eight years ago at the Whitehead Institute at the Massachusetts Institute of Technology in a lab by Rick Young, and he was working with a colleague at Boston Children's Hospital, Lenson, and they noticed that there was this group of so-called regRNAs. These were non-coding regions that historically have been really ignored. And as they looked and explored their function further, what they discovered was that, in fact, these regRNA elements play a critical role in controlling how much protein is produced. And so the story of CAMP4 has been to continue to understand and map different cell lines so that we could take a particular target gene and, by using tools or established medicines, for example, like antisense oligonucleotides, we could actually increase the amount of a gene's protein back up to normal." #CAMP4 #CAMP4Therapeutics #SYNGAP1 #CuresSYNGAP1 #regRNA #RegulatoryRNA camp4tx.com Listen to the podcast here
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today's focus is on a series of significant advancements that are poised to reshape the landscape of drug development, regulatory standards, and patient care.Eli Lilly has made remarkable strides with its dual-action obesity medications, Zepbound and Mounjaro. Despite being removed from the CVS formulary, these drugs have achieved exceptional sales figures, reaching $10 billion in a single quarter. This success can be attributed to Lilly's innovative direct-to-consumer sales strategy, which exemplifies how modern marketing approaches can overcome traditional market barriers. Additionally, Eli Lilly's partnership with Walmart to expand access to Zepbound through retail pharmacy pickups exemplifies a strategic approach to enhancing patient access to crucial medications. By leveraging Walmart's extensive retail network, this collaboration facilitates easier access to obesity treatments—a significant public health challenge—enhancing both patient convenience and broadening market reach for Lilly's products. These achievements not only highlight the potential of strategic marketing but also underscore a growing demand for effective obesity treatments within the pharmaceutical industry.In another exciting development, Alnylam Pharmaceuticals has reported impressive sales figures for Amvuttra, a treatment for transthyretin amyloid cardiomyopathy. Surpassing analysts' expectations, this success signals a growing market for treatments targeting rare diseases and emphasizes the importance of strategic market expansion to reach underserved patient populations.Meanwhile, Bristol Myers Squibb's anticipated schizophrenia treatment, Cobenfy, has experienced a lukewarm market entry. While meeting initial expectations in its first year, it has yet to create the breakthrough impact investors anticipated. This situation highlights the challenges even well-hyped pharmaceuticals face upon launch and underscores the need for continuous strategic planning to ensure market penetration and sustained growth.A surprising development in mergers and acquisitions comes from Novo Nordisk's $6.5 billion counteroffer to acquire Metsera, an obesity biotech initially targeted by Pfizer. This aggressive move reflects intense competition in the obesity drug market and illustrates the high stakes involved in acquiring promising biotech assets that could potentially transform treatment paradigms for chronic conditions like obesity.The vaccine industry is navigating its own set of challenges with declining sales across the board. However, Merck's adult pneumococcal vaccine Capvaxive has shown promising initial sales figures. As the first pneumococcal vaccine specifically designed for adults, Capvaxive indicates a potential niche market that Merck could successfully capture.On the regulatory front, significant measures are being taken by the FDA to boost biosimilar availability against drug pricing pressures. New draft guidance aims to eliminate clinical testing requirements for biosimilars and categorize all approved biosimilars as "interchangeable." This initiative could significantly reduce biologic medicine costs post-patent expiration and increase competition in the market, potentially making essential medications more accessible to patients. Additionally, the FDA is proposing streamlined biosimilar approval pathways aimed at reducing overall bio-drug costs—a welcome move reflecting concerted efforts to make essential medications more affordable and accessible globally.Argenx has reported positive trial results for Vyvgart in treating generalized myasthenia gravis (gMG), highlighting its commitment to addressing unmet needs within this patient population. These findings could expand treatment options for gMG patients who have been previously overlooked in thSupport the show
What if the answer to battling antibiotic-resistant infections isn't a new antibiotic, but harnessing viruses that have been quietly dominating bacterial populations?Bacteriophages, viruses that target and kill bacteria, have been saving lives for a century, but their true potential is only now being unlocked by modern machine learning. The race isn't just about discovering effective phages; it's about deploying the right therapy, personalized to the patient, before time runs out.On this episode, David Brühlmann welcomes José Luis Bila, Co-Founder and CEO of Precise Health. Driven by personal tragedy and an engineer's mindset, José is shaping a future where AI-powered phage therapy isn't a niche solution, but a scalable, accessible weapon against the superbugs that evade antibiotics. From building bioreactor capacity to navigating regulatory gray zones, José brings a rare blend of technical vision and practical urgency to a problem that affects families and health systems worldwide.Key topics discussed:The challenge of evolving bacteria and phages, and the question of whether it's possible to keep up with nature's pace through engineering new phages in silico (00:00)Overview of bacteriophage production: complexity, types of bioreactors used, and comparison with chemical synthesis (02:54)Bioproduction logistics: using CDMOs vs. in-house hospital production and the real-world timescales for manufacturing (02:32)Barriers for smaller or less funded hospitals, especially in low- and middle-income countries, with thoughts on hospital infrastructure differences worldwide (04:41)Creative solutions for cost-effective phage production in remote and underserved regions, such as the potential for single-use or mobile bioreactors (06:01)Why downstream processing and ensuring product purity is a bottleneck; the need for miniaturization and economic scalability (06:40)Parallels and differences in downstream processing between bacteriophages and viral vectors (09:15)The vital role of stability and shelf life for phage therapy logistics and economic viability (09:15)Regulatory pathways for phage therapy in Europe and beyond, including magistral preparations, ethical approvals, and adapting to digital tools for selection (12:39)The future vision: routine clinic entry through matching existing phage libraries, with longer-term goals of engineering bespoke phages via AI when necessary (15:52)José's perspective on building global infrastructure and making phage therapy cost-effective and universally accessible (18:08)José Bila's message: solutions to antimicrobial resistance are within reach. The biotech community must build accessible infrastructure, using AI and innovative systems to ensure phage therapy benefits reach every patient, everywhere.Connect with José Luis Bila:LinkedIn: www.linkedin.com/in/josé-luis-bila-phd-3b08a5a7Precise Health SA: www.precisehealth.ioInterested in how scientists are fighting superbugs? Learn how phage therapy and smart bioprocess design are helping outmaneuver drug-resistant pathogens. Check out this interview with one of our previous guests!Episodes 187-188: From Biology Is Messy to Designable: The Smart Bioprocessing Transformation with Carmen Jungo RhêmeNext step:Book a 20-minute call to help yo
People Are Getting Hosed — VA Refi Receipts (Light) A concise, source-backed outline for your live show • Updated Oct 30, 2025 What's Been Happening (2023–2025) CFPB orders NewDay USA to pay $2.25M Federal consent order alleges misleading cost comparisons on cash‑out refis to servicemembers and veterans. Enforcement CFPB • Aug 29, 2024 Newsroom Consent Order (PDF) Case Docket Servicers' pressure on survivors Report details pressure tactics, inaccurate info, and delays for bereaved families with VA‑backed loans. MOAA • Jan 17, 2025 Open Source VA: Pause foreclosures on VA loans VA called on mortgage servicers to pause foreclosures through May 31, 2024 — pushback to curb harm. VA Newsroom • Nov 17, 2023 Open Source VA seeks extended moratorium Requested extending the veteran foreclosure moratorium through Dec 31, 2024. VA Newsroom • May 29, 2024 Open Source CFPB relief for veterans harmed by schemes $6M in relief tied to illegal lending schemes targeting veteran benefits — signals regulatory focus on veteran predation. CFPB • Jan 2, 2024 Open Source MSCI: High speeds in Ginnie Mae VA loans Investor-side analysis flagged extraordinary prepayment speeds — a market clue of aggressive refi activity. MSCI Blog • May 24, 2024 Open Source Ginnie Mae: recent prepayment activity Agency note: VA cohorts led a recent uptick; overall CPR still below pre‑pandemic — use for nuance. Ginnie Mae • Jun 6, 2024 Open Source CFPB Consumer Response (2024) Mortgage-related consumer complaints remain significant; use to frame trends. CFPB • Published May 1, 2025 Overview Full Report (PDF) BBB: high‑pressure & trigger‑lead complaints Consumer allegations referencing rapid-fire calls and “too-good-to-be-true” VA refi offers (use as allegations, not findings). BBB • Ongoing Example complaints Company profile VA IRRRL — official rules Legitimate streamline path; costs can be financed or traded for a higher rate — decode “no‑cost” claims. VA.gov • Updated 2025 VA.gov Benefits (alt) MarketWatch: VASP wind‑down risk As VASP winds down, tens of thousands of veterans may be closer to foreclosure — stakes and urgency. MarketWatch • May 2025 Open Source Reuters: Kickbacks & steering case CFPB accuses Rocket Homes & partner of illegal referral scheme — not VA‑specific, but shows current enforcement climate on steering. Reuters • Dec 23, 2024 Open Source Talking Points (use these on-air) Misleading “savings” claims: Show NewDay consent order. Translate how “no‑cost” often means “financed costs” or a higher rate. Refi churn math: Explain payment reset, added fees to balance, and erosion of equity; cite investor prepayment data. High‑pressure tactics: Trigger‑lead calls, mailers, and scripted urgency; emphasize opt‑out and comparison shopping. Servicing pain points: Survivors report pressure/delays; stress VA escalation paths and patience with documentation. Guardrails for vets: IRRRL mechanics, itemized fees, true break‑even, and avoiding back‑to‑back refis unless math wins. Regulatory posture: VA foreclosure pauses, VASP, and ongoing CFPB enforcement show the government is watching. Call to action: Offer to do a plain‑English, side‑by‑side quote; invite viewers to send statements for a fee audit. Links & CTAs (edit these) RateWatch 2.0 Add your RateWatch sign‑up URL Schedule Consultation Open scheduling link Apply Now Add your application URL SmartCredit (affiliate) SmartCredit signup Credit Karma (affiliate) Free credit score The Budget App (referral) Budget App link YouTube — The Rate Update Add your channel URL Website therateupdate.com Light version • All external links open in a new tab • Replace placeholder CTAs with your URLs • © 2025 The Rate Update
Geetha Panchapakesan, the founder and CEO of Tesser, joins the show. In this episode: Geetha's background in payments and how she arrived in stablecoins Major shifts across payments over Geetha's career Building a one-stop shop solution for financial institutions, PSPs and MSBs Where FIs are today as it relates to engaging to stablecoins Regulatory tailwinds post-GENIUS See more at tesser.xyz
Archer's Global Head of Engineering reveals how they're using Amazon Bedrock to help enterprises avoid billions in regulatory fines by transforming complex compliance laws into actionable AI-powered workflows.Topics Include:James Griffith, VP Engineering at Archer, leads development for risk and compliance solutionsArcher helps enterprises navigate the complex world of regulatory compliance beyond outdated spreadsheetsSince 2009, banks alone have been fined $342 billion by regulators worldwideEven "deregulated" Texas added 1,100 new laws in just one legislative sessionRegulatory data exists online but is overwhelming—too much for humans to processArcher built an AI pipeline: ingesting regulations, extracting obligations, and generating compliance controlsAmazon Bedrock eliminated the need to build ML infrastructure or hire specialized teamsModel interchangeability let them switch between Claude and Llama with just clicksBuilt-in guardrails prevented users from misusing AI without custom security developmentFrom initial vision to working product took just six months using BedrockDifferent AI models deploy globally, adapting to each country's unique regulatory stanceEngineers experiment safely with AI using Bedrock, preparing the team for the futureParticipants:James Griffith – Global Head of Engineering, ArcherSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/
Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we delve into a dynamic landscape of scientific breakthroughs, regulatory shifts, and strategic maneuvers reshaping the industry.BioMarin's recent decision to divest from its hemophilia A gene therapy, Roctavian, has garnered significant attention. Despite being the sole approved gene therapy for hemophilia A, Roctavian has struggled with sales since its launch two years ago. This move underscores the complex challenges in commercializing gene therapies, highlighting that even groundbreaking treatments can face hurdles in market penetration. It reflects broader implications for the commercialization strategies of innovative therapies and emphasizes that market acceptance is as crucial as clinical efficacy.In manufacturing and regulatory affairs, Regeneron is navigating hurdles with its Eylea HD due to persistent manufacturing issues. The FDA's complete response letter points to ongoing problems at a Novo Nordisk plant. This situation illustrates the critical role of manufacturing standards in securing regulatory approvals and ensuring consistent product availability. Regeneron's efforts to seek alternative manufacturing solutions emphasize the importance of compliance and quality assurance in the pharmaceutical landscape.Roche is advancing its kidney disease portfolio with a Phase 3 trial success for Gazyva against idiopathic nephrotic syndrome. Building on previous approvals for lupus nephritis, this achievement underscores Roche's strategic focus on expanding indications for existing biologics. It highlights the value of lifecycle management strategies in maximizing therapeutic potentials and extending the reach of established drugs.A significant shift in pharmacy benefit management is underway as Cigna's Evernorth division moves away from PBM rebates through Express Scripts. This transition towards a rebate-free model may influence industry-wide practices, addressing growing scrutiny over rebate structures criticized for their lack of transparency and their impact on drug pricing.CSL's decision to delay the spinoff of its flu vaccine unit amid declining U.S. immunization rates illustrates market challenges in vaccine uptake. The anticipated drop, particularly among older populations, raises public health concerns and underscores the necessity for enhanced outreach and education to improve immunization coverage.On the investment front, AbbVie, Regeneron, and Sanofi have collectively invested $80 million in ZAG Bio's Series A funding round. This company is developing thymus-targeted medicines for autoimmune diseases, reflecting continued interest in novel therapeutic approaches addressing unmet medical needs within the biotech space.Catalent's rebranding initiative signifies a strategic effort to align corporate identity with mission-driven objectives, emphasizing "missions that matter" as it approaches an anniversary milestone with Novo Nordisk's acquisition. Such rebranding efforts are critical for differentiating service offerings and reinforcing corporate values within competitive markets.The competitive landscape within diabetes and obesity treatment markets is experiencing a potential paradigm shift following the results from Innovent and Eli Lilly's Phase 3 trial of mazdutide. This dual GLP-1/glucagon receptor agonist outperformed Novo Nordisk's semaglutide, offering improved outcomes in weight reduction and glycemic control. Mazdutide's dual mechanism could redefine treatment protocols, offering patients enhanced therapeutic benefits.MapLight Therapeutics has successfully raised $250 million through an IPO to advance its schizophrenia treatment candidate, Cobenfy. This funding supports further clinical development and potential commercialization efforts, reflecting investor confidence in innovative neurologSupport the show
This episode of the InfoSec Beat podcast focuses on careers in information security. Accenture CISO Kris Burkhardt talks with Renée Fletcher, a program manager in Accenture Information Security. Renée is at a turning point in her career, moving from Governance, Risk and Compliance to a new strategic programs role as the Cyberstrategy, Geopolitical and Regulatory lead. Having been on the frontlines of strengthening Accenture's regulatory readiness, she reflects on starting from what you know to assess risk, building cross-functional teams, and communicating effectively. Learn why her career is a lesson in what can happen when the detour becomes the destination—and how her degree in forensic science still helps her today. Renée's career advice? You're more capable than you think.
Medsider Radio: Learn from Medical Device and Medtech Thought Leaders
In this episode of Medsider Radio, we sat down with Tim Gleeson, CEO of BRIJ Medical, a company rethinking one of the oldest procedures in medicine — surgical wound closure.BRIJ's Brijjit Force Modulating Tissue Bridge is a small, non-invasive clip designed to redistribute tension across incisions, helping wounds heal with fewer complications and smaller scars.An accomplished entrepreneur and investor, Tim also founded and led Novasyte Health through its acquisition by IQVIA and later launched VIDANT Capital. A former Medtronic executive, Tim brings global experience and a lifelong passion for building impactful medtech ventures.In this interview, Tim shares why the biggest opportunities often hide in “boring” markets, how focusing on physician champions and patient psychology drives commercial traction, and why the best fundraisers plan for twice the time and four times the cost.Before we dive into the discussion, I wanted to mention a few things:First, if you're into learning from medical device and health technology founders and CEOs, and want to know when new interviews are live, head over to Medsider.com and sign up for our free newsletter.Second, if you want to peek behind the curtain of the world's most successful startups, you should consider a Medsider premium membership. You'll learn the strategies and tactics that founders and CEOs use to build and grow companies like Silk Road Medical, AliveCor, Shockwave Medical, and hundreds more!We recently introduced some fantastic additions exclusively for Medsider premium members, including playbooks, which are curated collections of our top Medsider interviews on key topics like capital fundraising and risk mitigation, and 3 packages that will help you make use of our database of 750+ life science investors more efficiently for your fundraise and help you discover your next medical device or health technology investor!In addition to the entire back catalog of Medsider interviews over the past decade, premium members also get a copy of every volume of Medsider Mentors at no additional cost, including the latest Medsider Mentors Volume VII. If you're interested, go to medsider.com/subscribe to learn more.Lastly, if you'd rather read than listen, here's a link to the full interview with Tim Gleeson.
In the inaugural episode of Ropes & Gray's Non-Financial Misconduct four-part miniseries, Amanda Raad, co-chair of the firm's global anti-corruption & international risk practice, is joined by asset management partner Eve Ellis and litigation & enforcement senior attorney Sarah Lambert-Porter to discuss the evolving regulatory landscape for non-financial misconduct in the UK financial services sector. The conversation examines the Financial Conduct Authority's new rules, the impact of the Worker Protection Act, and the increasing regulatory and legal risks associated with issues such as bullying, harassment, and discrimination. Drawing on recent survey data and enforcement trends, the hosts highlight key risk areas for asset managers, private equity sponsors, and other regulated firms, including the importance of breaking down organizational silos, adapting to remote and hybrid work environments, and ensuring senior management accountability. The episode provides practical guidance on updating policies, strengthening investigations, leveraging data, and fostering a culture of compliance, helping organizations prepare for the new regulatory requirements.
Join me as I interview some of the leading voices that are building on Bitcoin - Philip Walton Bringing affordable energy to Africa, Value transfer over payments & Time2Build by Roy and how Arkade is enhancing Bitcoin's layer 2 with Tiero. Timestamps:(00:00) - Intro(2:37) - Philip's background and the genesis of Gridless(4:20) - Why build Gridless in Africa? (06:09) - Difference between Energy generation & distribution(10:24) - Communities affected by Bitcoin mining(12:45) - Operational challenges for Gridless(17:23) - Costs for operating Bitcoin mining machines(21:23) - Mini grids (23:00) - Regulatory risks (25:07) - Global macro trends that impact Gridless(27:31) - “Payments are a fiat mindset” Roy Sheinfeld(30:40) - Value transfers are permissionless & provide optionality(32:48) - Time2Build by Breez(39:40) - What are the different forms of Nodeless?; Concerns with Spark transactions(48:09) - What are the fees associated with Breez? (51:30) - What is Arkade? Tiero explains…(57:00) - How does batching transactions work?; Unilateral exit costs(1:01:48) - What is Arkade script?(1:10:00) - Use cases of Arkade and Arkade Script(1:21:04) - Future of ArkadeLinks: https://x.com/LuganoPlanB https://x.com/ouagawalton https://x.com/GridlessCompute https://x.com/roy_breez https://x.com/Breez_Techhttps://x.com/tierotiero https://x.com/Arkade_OS Sponsor:CoinKite.com (code LIVERA)Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson and Nate for another episode with Tyler Vinson, CEO of RETokens, a FINRA-licensed platform revolutionizing real estate through tokenization. Tyler explains how digitizing ownership unlocks liquidity for illiquid assets like syndications, enabling easy buying/selling via blockchain. Discover Rule 144 exemptions for secondary markets, Reg A+ Tier 2 for non-accredited access, and Q4 2025 launches reducing paperwork and enabling DeFi loans against tokens. Learn how tokenization scales syndicators' brands, attracts thousands of investors, and cuts flipping costs—potentially boosting multiples without selling assets. TIMESTAMPS00:41 - Intro: Liquidity challenges in real estate01:28 - Tyler Vinson: CEO of RETokens, FINRA-licensed broker-dealer03:00 - Tokenization basics: Digitizing ownership for liquidity04:38 - Benefits: Compliance efficiency, non-accredited access06:47 - Regulatory exemptions: Reg D 506(c), Rule 144 (12-month lockup)08:15 - Reg A+ Tier 2: Direct ATS listing, no lockup10:00 - Q4 2025 launch: Secondary marketplace with order book trading12:10 - Future: DeFi loans against tokens, AI for investor service13:38 - Changes: Scalable branding, thousands of investors, less waste16:19 - Challenges: Education, adoption curve, compliance17:54 - Connect with Tyler: Free guide at retokens.comConnect with the Guest:Tokenization Guide: retokens.comYoutube: @retokensLinkedIn: https://www.linkedin.com/company/retokens/LinkedIn (Tyler Vinson): https://www.linkedin.com/in/realestateinvestment/#RealEstateTokenization#PassiveInvesting#Liquidity#BlockchainRealEstate#DeFiLoans#Syndication#WealthBuilding
This week, we're sitting down with Kelly Arduino and Brandon Christopherson of Wipfli, a leading accounting and consulting firm, to discuss growth strategies and the latest market updates. Together, they unpack how today's market forces like tariffs, interest rates, and tax reforms are influencing M&A in senior living.Produced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Apply to become a Bridge the Gap Ambassador.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.
To watch a video version of this podcast, click here: https://youtu.be/qaISUXRUJrQIn this episode of the Structure Talk podcast, hosts Reuben Saltzman and Tessa Murry welcome Sam Rashkin, former Chief Architect for the U.S. Department of Energy's Building Technologies Office and creator of the Energy Star for Homes and Zero Energy Ready Home programs. Sam shares his journey into the housing industry, his passion for sustainable building, and his insights into why the U.S. housing market is fundamentally broken. The conversation dives deep into housing affordability, productivity challenges, regulatory barriers, and the transformative potential of advanced manufacturing in home construction. Sam also discusses the importance of purpose, resilience, and the need for a national roadmap to fix the housing crisis.Here's the link to Inspector Empire Builder: https://www.iebcoaching.com/eventsCheck Sam's LinkedIn profile here: https://www.linkedin.com/in/sam-rashkin-1684582/To check his book on Amazon, click here: https://amzn.to/4nhU5nHTakeawaysSam Rashkin's early passion for housing led him to a career in architecture and energy-efficient building.The U.S. housing market is broken due to a growing disconnect between home prices and median income.Productivity in the housing industry has declined over the past 150 years, with little innovation in construction methods.Advanced manufacturing and factory-built homes, as seen in countries like Sweden, offer a model for cost-effective, high-quality housing.Regulatory complexity and lack of a national building code hinder innovation and scalability in the U.S.Labor shortages and aging workforce are exacerbating the housing crisis.Sam advocates for a national attic upgrade program as a low-hanging fruit for energy efficiency improvements.Emotional connection and simplicity in consumer-facing metrics (e.g., star ratings for home energy scores) can drive better decision-making.Resilience and disaster preparedness must be prioritized in housing design, especially in high-risk areas.A collaborative, stakeholder-driven roadmap is essential to transform the housing industry.Chapters00:00 – Introduction and Sponsors01:35 – Guest Introduction: Sam Rashkin04:06 – Sam's Journey into Housing and Architecture06:45 – The Power of Purpose and Personal Stories11:18 – Why the U.S. Housing Market is Broken15:48 – Housing 2.0 and the Need for Disruption17:42 – Lack of Innovation in Home Construction20:43 – Customization vs. Standardization in Homebuilding23:50 – Lessons from Sweden: Factory-Built Homes33:05 – Labor Shortages and Immigration Challenges37:29 – The Future of Home Inspection41:18 – Creating a National Roadmap for Housing Reform44:07 – The Role of Building Codes and Regulation50:11 – Insurance Costs and Resilience55:06 – Government Programs and Hypocrisy in Efficiency56:29 – Shifting Perspectives and Asking the Right Questions57:51 – The Need for Change and Sam's Call to A
In a new Oxford Institute for Energy Studies podcast, Hasan Muslemani speaks to Hannah Hauman, Global Head of Carbon Trading at Trafigura about Article 6 of the Paris Agreement and how the carbon market is unlocking scalable investment and trade. The podcast describes the current market foundations and first trades, demand forecasts to 2030 based […] The post OIES Podcast – How is Article 6's global regulatory carbon market moving from concept to reality? appeared first on Oxford Institute for Energy Studies.
America's hospitals will soon face an unprecedented rebate-based prescription drug model, come Jan. 1 – that's when there will be as many as 10 major drugs subject to Medicare price caps. This development is expected to create administrative and financial challenges for hospitals, which will have to pay the commercial price for such drugs while waiting for the rebates.For analysis and context, Maureen Testoni, president and CEO for 340B, will be the special guest during the next live edition of Monitor Monday. She will also review a recent Congressional Budget Office (CBO) report, featured in a recent Senate committee hearing, that includes some misrepresentations about why the 340B program has grown in recent years.As a special bonus, the longtime Internet broadcast produced by RACmonitor, will feature senior healthcare consultant Drew Updike, MD, who will recognize the tireless work being performed by the employees of the U.S. Department of Health and Human Services Office of Inspector General (HHS-OIG) who continue to work despite the federal shutdown, now in its fifth week.The weekly broadcast will also include these instantly recognizable features:Monday Rounds: Ronald Hirsch, MD, vice president of R1 RCM, will be making his Monday Rounds.The RAC Report: Healthcare attorney Knicole Emanuel, partner at the law firm of Nelson Mullins, will report the latest news about auditors.Risky Business: Healthcare attorney David Glaser, shareholder in the law offices of Fredrikson & Byron, will join the broadcast with his trademark segment.Legislative Update: Adam Brenman, senior legislative affairs analyst for Zelis, will report on the news happening at the intersection of healthcare and congressional action.
Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley's Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond. Read more insights from Morgan Stanley.----- Transcript ----- Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. I'm joined today by Keith Weiss, Head of U.S. Software Research and Matt Bombassei from my team.Today we're going to talk about private companies and technology – and how they're showing us the direction of travel for disruptive technologies and emerging investment opportunities.It's Wednesday, October 22nd at 10am in New York.Keith and Matt, we just returned from Morgan Stanley's Spark Private Company Conference last week in Los Angeles. It had over 85 private tech companies, 150 plus investor firms. There were a lot of themes that were discussed across the entire tech space impacting a lot of different sectors, including energy, healthcare, financial services, and cybersecurity.Keith, what were some of the biggest takeaways you took away from Spark this year?Keith Weiss: I'd say just to start off with, the Spark Conference is one of my favorite conferences of the year. It's a more intimate conference where you really get to spend time with both the private company executives and founders, as well as investors from the VC community and public company investors. And the conversations are more broad ranging; they're more about the thematics in the industry. They're more long term in nature.So, it's not just a conversation about what's next quarter going to look like, or what data points are you drumming up. You're having these thoughtful conversations about what's going on in the industry and how that's going to impact business models, how it's going to impact innovation cycles, how it's going to impact pricing models, within these companies. So, it tends to be a very interesting conference for me to attend.So, for me, some of the key takeaways. Typically, when we're in these innovation cycles, it feels like everybody's rowing in the same direction. We all understand where the technology's heading, we're all understanding how it's going to be delivered, and it's a race to get there. And you're having a conversation about who's doing best in that race, who's best positioned, who's got a better motor in their race car, if you will.So, to me, one of the big takeaways was we don't have that agreement today, right? There's different players that are looking at this market evolution differently. On one side of the equation, the application vendors – and a lot of this debate is in SaaS based applications. They see SaaS based applications having a very big role in taking these models that are inherently in-determinative and making them to be more determinative and useful within an enterprise context.Bringing them the data that they need to get the job done and the right data; bringing them the context of the business process being solved; bringing the governance that's necessary to use in an enterprise environment. But most importantly, to make it effective and efficient for the large enterprise.On the other side of the equation, you have venture capital investors and more early-stage investors who are looking at this as a huge phase shift, right? This is going to fundamentally change how we build software, how we utilize software, and they worry about a deprecation of that SaaS application layer. They think the model itself is going to start to encompass, it's going to start to subsume a lot more of that application functionality, a lot more of that analytics. And they see a lot more disruption going forward.So that debate within the marketplace, that's something that's interesting to me. It's something that we don't typically see in these innovation cycles. So that's takeaway number one.Takeaway number two, we're still really early days, and that's a little bit implied in in the first statement; I definitely hear a lot of it when I talk to the end customer. When I talk to CIOs. This wasn't necessarily at Spark, but earlier in the week, I was at a CIO conference, there was 150 CIOs in the room. One of the gentlemen on stage asked a question. ‘Who in the room has a good understanding of what we're talking about when we mean Agentic AI, when we mean agentic computing within our enterprise.' Of the 150 CIOs, four raised their hands. Still very early days in understanding how this is going to evolve, how we're going to actually deliver these capabilities into the enterprise.And the last takeaway I would say is more excitement about the federal government becoming a better customer for software companies overall. People are more interested in new avenues into that federal government. There's been some very successful companies that have opened the door to getting into these federal government contracts without going through the primes, without doing the typical federal government procurement cycles.And that's very interesting to the startup community, which tends to move faster, which tends to drive on innovation versus relationship building; versus being in an existing kind of incumbent prime. So, I thought that opening was – it was pretty interesting as well.Brian Nowak: it sounds like it's still very early, there are a lot of different points of view and no real consensus as to where technologies could go next. However, one theme with an enterprise software – [it] does seem like cybersecurity has a little more of a unified view.So maybe walk us through what you learned from a cybersecurity perspective and what should we be focused on there?Keith Weiss: Yeah, absolutely. If there is a consensus, the consensus is that generative AI and these innovations and the fast pace of innovation is going to be a positive for cybersecurity spending, right? The reason being, there's three main factors that are driving that overall spending.One is expansion of surface area, right? Cybersecurity in one dimension, you can think of how much is there to be protected, right? And if we think about the major themes that we're talking about, we're going to be developing a lot more software, right? The code generation tools are improving software developer productivity. You have an expanding capability of what you can actually automate.We'll be building a lot more software. That software needs to be protected, right? We have new entities that are going to be operating inside of enterprises, and that's the agents. So, CIOs are thinking about this future state where you have tens, thousands, maybe hundreds of thousands of agents operating in the environment, doing work on behalf of end users, but having permissions and having ability to execute business processes. How do we secure that side of the equation? We're talking about outside of just the four walls of the large enterprise, going into more operational technologies, being able to automate more of that work. That needs to be secured as well.So, an expanding surface area is definitely good for the cybersecurity budget. You can almost think of cybersecurity as a tax on that surface area. We generally think about it; somewhere between 4 and 6 percent of IT spend is going to be spent on overall security. So, that's one big driver.The second big driver is the elevated threat environment. So, while we're excited to get our hands on these extended capabilities of generative AI, the bad guys are already there, right? They're taking advantage of this. The sophistication, the volume and the velocity of these attacks is all increasing. That makes a harder job for the existing infrastructure to keep up, and it's going to likely necessitate more spending on cybersecurity to tackle these newer challenges; the newer dynamism within the cybersecurity threat appropriately. So, you're going to have to use generative AI to counter the generative AI.And then the last component of it; the last driver would be the regulatory environment. Regulatory tends to have some cybersecurity angles. If we think about it here, we're seeing it in terms of data governance is probably the big one. Where does this data go when it goes into the model? Are we putting the right controls around it? Do we have the right governance on it? So that's a big area of concern.A lot of complaining going on at the conference about the lack of consistency in that regulatory environment. All these different initiatives coming up from the state – really creates a challenging environment to navigate. But that's all good-ness for cybersecurity vendors that can help you get into compliance with these new regulations that are coming up. So overall, a lot of positivity around cybersecurity spending and startups definitely look to take advantage of that.Brian Nowak: Matt, so Keith says there's lack of consensus and boats being rode in every direction on what should be adopted first. And only 3 percent of CIOs know what agentic AI means. What did you learn about early signal on adoption? And some of the barriers to adoption? And hurdles that companies are talking about that they need to overcome to really adopt some of these new tools?Matt Bombassei: Yeah. Well, to Keith's point, it is really early, right? And that was a consistent theme that we heard from our companies at the conference. They are seeing early signs of cost efficiency, making employees more productive as opposed to maybe broad scale layoffs. But it's the deployment of these model technologies into specific sub-verticals – so accounting, legal engineering – where that adoption is driving greater efficiency within the organization.These companies are also adopting models that are smaller and a bit more fine tuned to their specific work product. And so that comes at a lower cost. We heard companies talking about costs at 1/50 of the cost of the broader foundational models when they're deploying it within the organization. And so, cost efficiency is something that we're seeing.At the same time, to speak to how early it is, one of the biggest hurdles here is change management and actually adoption. Getting people to use these products, getting them to learn the new technologies, that is a big hurdle. You know, you can lead a horse to water, you can't make it drink, right? And so, getting people to actually deploy these technologies is something that organizations are thinking through. How do we approach [it]?Brian Nowak: And you make an autonomous car drive? I know you've been doing a lot of work on autonomous driving more broadly. There were some autonomous driving and autonomous driving technology companies at Spark. What were your takeaways on autonomous driving from last week?Matt Bombassei: Yeah, well, not only can you make an autonomous car drive, you can make a truck drive and a bunch of other physical equipment. I think that was one of the takeaways here was that these neural nets that are powering autonomous vehicles are actually becoming much more generalizable. The integration of the transformer architecture into these neural nets is allowing them to take the context from one sub-vertical and deploy it in another vertical.So, we heard that 80 to 90 percent of the software, the underlying neural net, is applicable across these verticals. So, think applicable from autonomous ride sharing to autonomous trucking, right? What that means from our point of view is that it's important to get the scale of total miles driven – to establish that kind of safety hurdle if you're these companies.But also, don't necessarily think of these companies as defined by the vertical that they're operating in. If these models truly are generalizable, a company that's successful and scaled and autonomous ride hailing can switch or navigate verticals to also become successful potentially in trucking and other industries as well. So, the generalization of these models is particularly interesting for scale, and long-term market position for these companies.Brian Nowak: It's fascinating. Well, from consumer and enterprise adoption, the future of agentic computing and autonomous driving, there will be a lot more themes we all have to stay on top of. Keith, Matt, thanks so much for taking the time today.Keith Weiss: Great speaking with you Brian.Matt Bombassei: Thanks for having us.Brian Nowak: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
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