Podcasts about rpo

Pop Warner predicted the single wing would return and that the T formation would disappear, and we open by examining that claim from his 1950 interview. I speak with historian Timothy P. Brown to place Warner's forecast in historical context and to explain how his innovations, including early use of the forward pass, influenced the game. We describe how Warner built his schemes around singular athletes like Jim Thorpe and Ernie Nevers and why many teams could not sustain those formations. I acknowledge that the T formation instead became dominant for decades, yet note that modern schemes such as the Wildcat, zone read, and RPO show echoes of single wing concepts. We invite listeners to explore footballarchaeology.com for more research and to consider how older strategies reappear in new forms.The conversation is based on Tim's recent article titled: Pop Warner Looks Forward and Back - https://www.footballarchaeology.com/p/todays-tidbit-pop-warner-looks-forward⏰ Timecodes ⏰00:11 Pop Warner's Bold Prediction: The T Formation's Future00:23 Digging into the Gridiron Archives — Timothy Brown on Pop Warner03:43 Pop Warner — Innovator of the Forward Pass and Single Wing07:17 Warner, Grantland Rice, and the Single-Wing Revival09:15 Evolution of the Quarterback: From Drop-Back Stars to Mobile Playmakers12:41 Antiquated Offenses and Where to Find Tim's TidbitsDo you want more football history? Grab a copy of our Award-Winning book, "The World's Greatest Pro Gridiron Team: The 1903 Franklin All-Stars" at https://amzn.to/4rG6uVeDon't forget to check out and subscribe to the Pigskin Dispatch YouTube channel for additional content and the regular Football History Minute Shorts.Miss our football by the day of the year podcasts, well, don't, because they can still be found at the Pigskin Dispatch website. Do you want more football history? Test your Gridiron Knowledge, we feed you Daily with our new FREE activity, The Pigskin Trivia Drive.Grab a copy of our latest book, "Marooned," on the 1925 Pottsville Maroons NFL franchise saga.*OR* Grab a copy of our book on Western Pennsylvania football history, "World's Greatest Gridiron Team" on the 1903 Franklin All-StarsDrop us a line at PigskinDispatch@gmail .com and check out and subscribe to the Pigskin Dispatch YouTube channel.Contact us directly at PigskinDispatch@Gmail.comMiss our football by the day of the year podcasts, well, don't because they can still be found at the Pigskin Dispatch website.

01.Jonathan Kaspar - I Love Your Voice [Crosstown Rebels] 02.Marcos Fornari - Blue Dreams [Purrfection] 03.Moshic - 3 Types Of Tears [Contrast] 04.D-Nox & Andre Moret - Discovery [Sprout] 05.Stage van H - Doxtoutheo [Emotional Content] 06.Foglight - Shapeshifter [Warpp] 07.Alan Schultz - Drizzle [Or Two Strangers] 08.Quivver - Visitor [Bedrock] 09.Michael Bennett - Shinkansen [Zero Tolerance] 10.Barry Jamieson - Fractured Lens (Gai Barone & Kasey Taylor remix) [Mango Alley] 11.Gaga & Mateo! - Envy [Dark Face] 12.Rick Pier O'Neil - Ashes (RPO Part 1) [RPO] 13.Claudio Cornejo - Lumen [A Line In The Sand] 14.Doppel - Dragon (Jamie Stevens remix) [Vapour] 15.Abity & Luca Abayan - Afterimage (Cortona remix) [Mango Alley] 16.Ziger - Disturbed [Beatfreak] 17.Luke Chable - Sealers Cove (Jamie Stevens remix) [Zero Tolerance] 18.The Wash - I Surrender [Melodiclab] 19.Rick Pier O'Neil - Chaotically [Vasilek] 20.DJ Hockey feat. Autokinetic - Bioluminescence [Enemy] 21.Luigi Tozzi - Shifted [Non Series] 22.Dennis Sheperd & Ayandra - Begin Again (Jerome Isma-Ae remix) [A Tribute To Life] 23.D-Nox & M.O.S. - Dream On [Sprout] 24.Second Sine & Fonarev - Shooting Stars (Benja Molina remix) [RKP] 25.D-Shift - City Lights (Not Demure remix) [Mango Alley] 26.Atjazz & Fred Everything - Be My Shelter (Jimpster remix) [Lazy Days]

Michigan made progress against UTEP. Now the Wolverines have to prove it against Big Ten competition. On this week's Michigan Football Breakdown, former Michigan offensive coordinator Al Borges and former defensive coordinator Ron English join The Michigan Insider's Sam Webb to dissect the Wolverines' 52-17 win and identify what improved — and what still must get better — before No. 17 Iowa comes to Michigan Stadium. Offensively, the coaches dive into Bryce Underwood's growth, Michigan's expanded RPO attack, improved pass protection and Andrew Marsh's increased involvement. Borges explains why the offensive line performed better than people think, but also why better movement, tighter combination blocks, and more consistency reaching the second level will be critical moving forward. Defensively, English highlights a dominant front and faster linebacker play, while pinpointing tackling and eye discipline as areas that still need cleaning up. Then the focus shifts to Iowa, where turnovers, explosive plays, and winning in the trenches will likely determine whether Michigan's progress carries into Big Ten play. What's real, what still needs work, and what has to change before the competition gets tougher? Borges and English break it all down.(00:00) Michigan Shows Progress Despite a Sloppy Start Against UTEP(02:10) Borges Says Michigan Accomplished Important Offensive Objectives(05:30) Michigan Still Has to Fix the Running Game and Create More Explosive Plays(08:29) English Says Michigan's Defense Got Valuable Work Against UTEP(10:15) English Wants Michigan's Defense to Tackle Better(12:22) English Breaks Down UTEP's Touchdowns and Michigan's Eye Discipline(16:24) Borges Says Michigan's Offensive Line Played Its Best Game Yet(21:34) English Says Michigan's Young Defensive Talent Is Emerging(24:07) Borges and English Talk Defensive Technique and Jay Hill's Scheme(31:03) English Warns That Iowa's Offense May Be Better Than Expected(32:01) Borges Calls Iowa One of the Soundest Defenses He Ever Faced(35:35) Borges Says Michigan Needs to Attack Iowa's Safeties(38:13) Borges and English Give Their Biggest Iowa Concerns(41:21) Borges and English Grade Michigan's UTEP Performance(51:44)

As AI continues to reshape talent acquisition, organizations are facing a bigger question than which tools to adopt: how should their recruiting infrastructure evolve? Rather than replacing recruiting, new technology is creating greater demand for flexibility, specialized talent access, scalable models, and partners who can keep pace with a rapidly changing market. On the latest episode of the HRO Today Educational Podcast, HRO Today CEO Elliot Clark speaks with Greg Summers, CEO of Orion Talent, about the evolving role of recruitment process outsourcing and the infrastructure organizations need to navigate a more cyclical and technology-driven workforce landscape. Summers shares his perspective on performance-based partnerships, variable cost models, specialized talent pools, and the challenges of keeping up with rapid technology investment. Listen in as Clark and Summers discuss why organizations should look beyond the technology itself and consider how their RPO partner's systems, processes, talent access, and ability to scale can support long-term recruiting performance.

Indiana football is 2-0 and turns next to Western Kentucky, but this CrimsonCast episode is really about what the Hoosiers have learned so far — and what they still haven't been tested on. Galen Clavio is joined again by Hoosier Network reporters Andrew Garrison and Brooks White to break down the Howard win, Indiana's improving run game and defensive front, Josh Hoover's mobility, injury questions, and what matters against the Hilltoppers.The biggest positive from Howard was Indiana's ability to get the running game back on track. Even without Khobie Martin, the Hoosiers leaned effectively on Turbo Richard and Lee Beebe Jr., while Josh Hoover's passing volume stayed remarkably low. The group discusses how that rushing success opens up the RPO game and gives Indiana a much more flexible offensive foundation heading toward Big Ten play.The defense also took a major step forward. After a quieter opener against North Texas, Indiana produced five sacks and 12 tackles for loss against Howard. The conversation gets into the depth of Bryant Haines' defensive line, the emergence of more contributors, and why this group still has a chance to become the disruptive unit many expected before the season.Injuries remain one of the bigger questions. A.J. Harris, Jamari Sharpe, Nico Radicic, and others have all dealt with issues, raising the question of whether Indiana should prioritize rest or use Western Kentucky as an opportunity to get key players valuable reps before conference play. Galen also asks about Nick Marsh, who did not start against Howard despite eventually playing and scoring.Another major topic is Hoover's mobility. He may not run like Fernando Mendoza, but the Howard game showed that Hoover can escape pressure, move laterally, buy time, and turn negative situations into manageable ones. The bigger unanswered question is what happens when Indiana's pass protection faces a real Big Ten-level front.The show closes with a Western Kentucky preview. The Hilltoppers have struggled badly through the opening weeks, and the matchup looks very different from the tight IU-WKU games of the recent past. The real goal for Indiana may be less about running up the score and more about getting cleaner reps, building chemistry, and preparing for the tougher stretch ahead.Subscribe to the Back Home Network for more CrimsonCast, Indiana football, IU athletics, Big Ten football, and Hoosier Network coverage all season long.

Former Alabama national championship quarterback Jake Coker joins Mick Gillispie for another episode of Last Call to break down Alabama football after the Crimson Tide's 45-17 SEC road win over Kentucky — from Keelon Russell's quarterback play and Alabama's evolving rushing attack to Kane Wommack's aggressive defense and the upcoming showdown with Florida State.How should Alabama fans evaluate Keelon Russell after his first SEC road start?Russell finished the Kentucky game 16-of-23 for 188 yards, one touchdown and two interceptions, but the box score only tells part of the story. Jake takes viewers inside the quarterback position and explains how play-calling, protection, practice performance and a coaching staff's confidence in its personnel can shape what a young quarterback is being asked to do.Drawing from his own experience playing quarterback at Alabama under Nick Saban and Lane Kiffin, Coker breaks down Russell's decision-making, throwing angles near the goal line, reading defensive looks, RPO execution and the mistakes that Alabama must clean up as the schedule gets tougher.The guys also take a closer look at the Alabama running back room. Daniel Hill delivered a career-high 104 rushing yards against Kentucky, while talented young backs EJ Crowell and Kevin Riley continue to give the Crimson Tide different options in the backfield. Jake explains what he sees from Hill's physical running style, Crowell's explosiveness and Riley's ability to make plays in space.Then it's time to talk Kane Wommack and the Alabama defense.The Crimson Tide held Kentucky to 209 total yards and just 1-of-14 on third down, with several Alabama defenders making major impacts. Caleb Woodson led the defense with 12 tackles and two sacks, while freshman linebacker Luke Metz delivered one of the biggest plays of the game with a 34-yard pick-six. Jake also discusses Red Morgan, Dre Kirkpatrick Jr. and the speed, communication and aggression Alabama is showing defensively — even drawing comparisons to the dominant 2016 Alabama defense he remembers from his playing days.But Alabama still has plenty to correct offensively.Jake explains the details behind RPOs, illegal receiver downfield penalties, offensive-line timing and quarterback execution, plus shares a hilarious story from his Alabama career involving an unintended throw that nearly drilled center Ryan Kelly against Wisconsin.Finally, Mick and Jake turn their attention toward Alabama vs. Florida State and the betting market. With Alabama sitting around a 19.5-point favorite at the time of recording, Mick tries to get Jake to reveal the pick from his betting syndicate — but Jake saves the official selection for Thursday while discussing a group he says is up 16 units on the season.

In today's Cloud Wars Minute, I review Oracle's Q1 cloud revenue and how its business model innovation could propel the growth rate to rise even higher.Highlights00:54 — Oracle reported Q1 cloud revenue of $11.6 billion, which is up 62%. $7.4 billion came from cloud infrastructure, with OCI having a growth rate of 121%. Oracle's RPO (remaining performance obligation), or its backlog that hasn't been recognized as revenue yet, jumped 46% to $664 billion. So, there's this enormous backlog waiting to be converted to revenue.01:41 — Over the last several quarters, the OCI growth rate has been steadily, and often dramatically, rising. While it's already at 121%, I think this is going to go up more as this giant RPO number gets kicked over to revenue.02:10 — It's not just the technology propelling this, but the business model innovation. Oracle CEO Clay McGuirk mentioned three ideas during the earnings call:Suppliers are willing to defer payment that Oracle has to make to those suppliers until Oracle customers have begun to pay for the delivery of their data center services.Customers are supplying some of the hardware, reducing the outlay that Oracle has to make up front.Customers pay in advance: From startups to big established companies, customers are putting together big pools of money and are willing to pay in advance for the services they want.03:42 — Hyperscalers need to determine how to get these services that everybody wants and is willing to pay a lot of money for into the hands of customers in ways that don't just require blunt-force spending by vendors. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I explore Oracle's blowout Q1 and the numbers signaling its growing power in AI and cloud infrastructure.Highlights00:03 — Yesterday, Oracle reported what I'm calling a blowout Q1, and let me talk about some of the key numbers here that formed that impression for me. Its overall cloud revenue was up 62% to over $11 billion. It breaks that out in two ways. Its cloud apps business grew about 10%, a little over $4 billion in revenue.00:26 — But this is the star now: the cloud infrastructure business grew 121% to $7.4 billion. And that is, of course, revenue — a measure of the recent past.00:54 — Its RPO, which is similar to backlog or pipeline, but it's fully contracted business, was up 46% to $664 billion. So, its revenue for the most recent quarter grows, its RPO for future business is also growing very rapidly. Plus, the company guided in Q2 that its cloud revenue will grow again, accelerate again, going into Q2.02:28 — So, Microsoft's current cloud revenue is about five times larger than Oracle's cloud revenue, right? So, much bigger. And you might say, well, it's got a much bigger cloud revenue right now; its RPO or backlog is probably on a similar level. But, Oracle has almost matched the RPO or backlog that Microsoft has: Oracle, $664 billion; Microsoft, $678 billion.03:37 — More and more customers now are betting that while some of the other cloud vendors have been very strong and the dominant players coming up, Oracle is going to be an even bigger player going into the future. I think that's a big part of what these numbers tell us. Visit Cloud Wars for more.

The Michigan Insider's Monday Morning Quarterback is back, with Sam Webb and Michigan legend Denard Robinson putting Bryce Underwood's underwhelming performance against Western Michigan under the microscope following the Wolverines' dramatic, controversial last-second Hail Mary victory. Robinson breaks down why Underwood struggled after he opening drive, highlighting issues with his footwork, pocket presence, pre-snap recognition, eye discipline, and tendency to predetermine throws — mistakes that could prove far more costly against Oklahoma. The former Michigan quarterback also details how the Wolverines can help Underwood find his rhythm, from giving him more quarterback runs and RPO opportunities to building a package of “layup” plays that can settle him when things start going sideways. But the conversation ultimately turns to the biggest question facing Michigan this week: Is Underwood's starting job now on the line? Webb shares Kyle Whittingham's pointed declaration that Underwood is the quarterback “right now,” but that his hold on the job isn't infinite and improvement must come. Robinson reacts strongly to that message and explains why Saturday's massive showdown with Oklahoma represents both a serious test of Underwood's job security and a golden opportunity for the talented sophomore to quiet the doubts with the kind of breakthrough performance Michigan has been waiting for.

Sileo asks whether Howie could possibly answer yes, then calls the flagship-radio question a setup. Sileo dissects Howie Roseman's make-or-break answer, the missing contract follow-up, Philadelphia's quarterback room and the 2022 RPO development path.Privacy & Opt-Out: https://redcircle.com/privacy

CJ Bailey has taken four days of it. So the question worth asking is whether the criticism is justified.During the game Layton tweeted that either Bailey was extremely overrated and playing terribly, or nobody was open. Four days and a lot of film breakdowns later, he has an answer. They were open. He just did not see them.Ethan's answer is yes, the criticism is warranted, and he says he has been at the front of that line all offseason. His harsher version: this is the same quarterback he was as a freshman. Same happy feet. Same throws off the back foot from a clean pocket. Same trouble reading an RPO, including on the first play of the game.But he also thinks the locker room is not taking this anywhere near as hard as the fanbase is, and that there is a good reason for that. They are kids. They are athletes. It is a season and you flush it.The other side of that comes from Kai Crutchfield, the former NC State women's basketball player now at ACC Network, who pushed back on the Bailey criticism and pointed out how experienced Virginia's defense is. Ethan's response is that her perspective is noteworthy precisely because it is how athletes look at it.Plus the thing that will surprise people: Ethan thinks the offensive line was the best unit NC State had on the field. He also argues the defense is nearly impossible to evaluate from this game, because two turnovers handed Virginia short fields and 31 points instead of 34 would not have been a crazy number.Where they land: if Beau Pribula has to throw the ball 25 or 30 times, Virginia is in trouble. NC State never made them do it.Also in here: the Doeren losses that would have gotten him fired, why Richmond has nothing to gain and Vanderbilt is the real test, and why Ethan does not think NC State's administration sees this the way the fanbase does.8 days until Richmond. Friday, September 11, 7:00 PM at Carter-Finley.Follow Tuffy Talk wherever you listen, and catch us live every Monday at 8:30 PM on YouTube.Support the show on Patreon, 12 members-only videos a month plus the members-only rumor chat, $5: patreon.com/c/tuffytalk#NCState #GoPack #Wolfpack #TuffyTalkSend us Fan MailOconee Gold Small Batch BBQ Sauces & RubsDo you LOVE to barbecue? Our sponsor Oconee Gold makes small batch sauces and rubs down in Statham, Georgia, and they've won Flavor of Georgia twice. Use code TUFFYTALK for 15% off your ENTIRE order, every single time you order. #ad Oconee Gold Small Batcj BBQ Sauce & RubDo you LOVE to Barbecue??? Check out our sponsor Oconee Gold Small Batch and all of their BBQ SauDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showNew episodes every week. Follow the show so you never miss one.

Highlights 00:02 — Workday last week reported its Q2 results. They came in pretty strong, and I think if we look at the tenor of some of the comments that co-founder and CEO Aneel Bhusri made on the Q2 earnings call last week, we'll see that he's generally pretty low-key. But he's quite bullish now about what's going on with the early momentum Workday is gaining from its AI products. 00:49 — First, quick overview of some key Q2 numbers. Subscription revenue was up 13.9% to $2.47 billion. Its current RPO was up 14.2% to just over $9 billion. And for all of fiscal '27, which will end January 31, its guidance now says that the company expects to grow 13% to about $9.945 billion. 01:54 — AI tools drove more than $100 million in annual contract value in Q2. Workday is very excited about that and believes that that shows good evidence of the uptake from customers and the rising demand for these AI solutions. Also, the AI run rate for AI SKUs, as Workday calls it, across the company is now almost $600 million, and it said that's up 200%. 02:55 — And then what I'm calling the power of enterprise context. Bhusri said said, "We're an enterprise context company." And he said that context — who reports to whom, who pays the bills, where different people are organized, and so on — all those little sort of unstructured things that go on within corporations. Workday has it. 03:35 — So, it has been six months now since Aneel Bhusri returned to Workday as CEO. He felt that with the rise of AI, the AI revolution, that it was time Workday needed to have a deep technologist in the CEO spot, leading the company through this tumultuous change. So, he's increased the pace of technology innovation. He has got the growth rate moving back upward. Visit Cloud Wars for more.

Discover the limitations of backup plans in disaster recovery and learn why they may not be enough to ensure business continuity. Explore the importance of having a comprehensive recovery strategy that goes beyond just backups. Understand the risks and consequences of relying solely on backup plans and find out what you can do to improve your organization's resilience.Chapters00:00 Welcome: Why Having Backups Is Not the Same as Being Recovered02:00 RPO vs RTO Explained: How Much Data Loss Can Your Business Survive04:50 The Real Cost of Cheap IT and Why the CFO Needs to Be in This Conversation06:45 Backup vs Business Continuity: What Leaders Are Actually Paying For09:00 The Gap Nobody Talks About: Blind Trust and Untested Backups11:30 Ransomware Is Organized Crime: Profit Sharing, Shift Changes, and Dark Web Toolkits14:00 City of Florence Alabama: How a $330,000 Ransom Unfolded Step by Step18:00 Same Attack, Different Outcome: Why the Packaging Company Paid Nothing19:30 Immutable Backups Explained: What Happens When Hackers Target Your Backups First22:00 Questions Every Leader Should Ask Their IT Provider About Backup Hardening24:30 AI Has Changed Phishing Forever: Why Old Security Training No Longer Works26:00 Cloud Disaster Recovery in Practice: The Tire Company That Burned to the Ground29:00 WannaCry, Local Hospitals, and the Ransomware Stories Nobody Publicizes32:00 Healthcare on Paper: When Systems Go Down and Nobody Knows the Old Way35:00 What Downtime Actually Costs: Lost Revenue, Idle Staff, Lawsuits, and Reputation39:00 Your 90-Day Recovery Readiness Plan: Assessment, Testing, and Documentation41:30 The Mindset Shift: Making Your IT Provider Part of Your Business StrategyQuestions? Text our Studio direct. We read these and when helpful we give a special shout out for those to contact us.True crime enters our homes and businesses daily. Learn from actual people who fight it daily and show you how in a thriller story. The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) The Moving Target Trilogy. Book 3 to be released September 22nd, 2026. Start with any of them. Be a Moving Target.Special Author pricing (30% off) Growth without Interruption. Get peace of mind. Stay Competitive-Get NetGain. Contact NetGain today at 844-777-6278 or reach out at DMauro@NetGainIT.com or find more at www.NETGAINIT.com   Support the showWant to Watch? Subscribe and stop reading about it after it happens: https://www.youtube.com/@CyberCrimeJunkies?sub_confirmation=1Hosted by David Dean Mauro. Former trial lawyer, AI Security Advisor, FBI InfraGard member, VP of Strategic Growth at NetGain Technologies, and author of the Moving Target Trilogy (#1 Amazon Hot New Release, 2026).MOVING TARGET TRILOGY. Nonfiction cybercrime thrillers.

FOOTBAHLIN MERCH:https://footbahlin-with-ben-roethlisberger.clockwise.io/productsPreseason football always tempts you to overreact, and we fight that urge the only way we know how: by going straight to the decisions that will matter when the games count. From Buffalo's new stadium quirks to a broadcast that somehow missed key moments, we use the chaos as a reminder that the NFL is a details league and the Steelers' margin for error is tied to roster choices and execution, not preseason vibes.The biggest debate is simple and heated: do you keep three quarterbacks or four on the 53-man roster? We walk through the real roster math and why that extra QB spot can quietly steal depth from the offensive line, defensive backs, or special teams units that you'll lean on once injuries hit. Then we get into what we actually saw from the young quarterbacks, including Will's poise, ball placement on RPO throws, and the context behind a turnover that looks worse on TV than it does on film. We also talk about Drew's arm talent, his progress with footwork, and why preseason miscommunication with receivers shouldn't be mistaken for a QB problem.From there, it's all about the trenches and the ripple effects. We break down the Steelers' offensive line outlook and the right tackle battle, why we'd rather live with rookie lumps than slow growth on the bench, and how an efficient run game is the key that unlocks play-action and the entire West Coast offense around Aaron Rodgers. We also hit defensive standouts on the roster bubble, special teams return-game worry, and the tough human side of cut week when careers change overnight.If you're getting ready for Week 1 and want a clear Steelers season preview without the noise, hit play, subscribe, and share this with a friend. After you listen, leave a review and tell us: three quarterbacks or four, and who's your pick for QB2?

Die Wall Street startet deutlich fester in den Donnerstag, wobei sich die Stärke klar auf den Technologiesektor konzentriert. Nasdaq-Futures gewinnen rund 1 Prozent, nachdem Nvidia nicht nur starke Quartalszahlen und einen besseren Ausblick geliefert hat, sondern vor allem mit dem längerfristigen Wachstumsszenario überrascht. Der Umsatz sprang um 106 Prozent auf 96,2 Milliarden US-Dollar und lag damit klar über den erwarteten 92,4 Milliarden US-Dollar. Im Rechenzentrum stiegen die Erlöse sogar um 117 Prozent auf 89 Milliarden US-Dollar. Für das laufende Quartal stellt Nvidia rund 108 Milliarden US-Dollar Umsatz in Aussicht, gegenüber gut 105 Milliarden US-Dollar Konsens. Der eigentliche Paukenschlag kam aber im Conference Call: Für das Geschäftsjahr 2028 stellt Nvidia ein Umsatzwachstum von rund 70 Prozent in Aussicht, während die Wall Street bislang lediglich etwa 45 Prozent erwartet. Noch bemerkenswerter: Ohne Lieferengpässe könnte die Nachfrage laut Management sogar ein Wachstum von mehr als 100 Prozent ermöglichen. Entsprechend überschlagen sich die Analysten mit höheren Kurszielen. Bernstein geht von 315 auf 400 US-Dollar, JP Morgan von 280 auf 320 US-Dollar und Raymond James sogar von 352 auf 515 US-Dollar. JP Morgan bezeichnet den längerfristigen Ausblick angesichts der Dynamik bei agentischer KI und Sovereign AI als wahrscheinlich konservativ. Gleichzeitig liefert die Softwarebranche ein wichtiges Gegengewicht zur zuletzt grassierenden „SaaS-Apokalypse“. Salesforce, CrowdStrike und Okta überzeugen allesamt. Salesforce meldet 14 Prozent cRPO-Wachstum, eine operative Marge von 34,1 Prozent und stark steigende KI-Umsätze. Agentforce ARR wächst um mehr als 240 Prozent auf über 1,5 Milliarden US-Dollar. Hinzu kommt die erweiterte Anthropic-Partnerschaft „Claudeforce“. CrowdStrike übertrifft ebenfalls die Erwartungen und hebt den Jahresausblick an, während Okta Umsatz, RPO und Margenerwartungen schlägt. Die Botschaft des Abends: KI verdrängt etablierte Software bislang nicht – bei einigen Anbietern scheint sie die Nachfrage sogar zu beschleunigen. Auch der US-Konsum liefert am Morgen überwiegend konstruktive Signale. Dollar General, Dollar Tree und Best Buy schlagen die Erwartungen, wobei Best Buy mit einem vergleichbaren Umsatzplus von 4,1 Prozent gegenüber erwarteten 1,6 Prozent besonders positiv auffällt und den Jahresausblick anhebt. Unterm Strich ist das heute eine Tech-Rally mit Substanz: Nvidia bestätigt nicht nur den KI-Boom, sondern hebt die Wachstumserwartungen für 2027/28 nochmals deutlich an. Gleichzeitig zeigen Salesforce, CrowdStrike und Okta, dass die KI-Welle nicht zwangsläufig auf Kosten klassischer Softwareunternehmen gehen muss. Der nächste große Makrotest folgt bereits morgen: Fed-Chef Kevin Warsh spricht um 10 Uhr in Jackson Hole. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Meine Trades. Direkter Austausch.

Die Wall Street startet deutlich fester in den Tag, wobei sich die Stärke klar auf den Technologiesektor konzentriert. Nvidia erlebt die beste Reaktion auf Ergebnisse seit zwei Jahre, angefacht durch die längerfristig starken Wachstumsaussichten. Für das Geschäftsjahr 2028 stellt Nvidia ein Umsatzwachstum von rund 70 Prozent in Aussicht, während die Wall Street bislang nur etwa 45 Prozent erwartet. Ohne Lieferengpässe könnte die Nachfrage laut Management sogar ein Wachstum von mehr als 100 Prozent ermöglichen. Entsprechend überschlagen sich die Analysten mit höheren Kurszielen: Bernstein geht auf 400 US-Dollar, JP Morgan auf 320 US-Dollar und Raymond James sogar auf 515 US-Dollar. Gleichzeitig liefert die Softwarebranche ein wichtiges Gegengewicht zur zuletzt grassierenden „SaaS-Apokalypse“. Salesforce, CrowdStrike und Okta überzeugen allesamt mit starken Zahlen und besseren Ausblicken. Salesforce meldet 14 Prozent cRPO-Wachstum, CrowdStrike hebt den Jahresausblick an und Okta schlägt bei Umsatz, RPO und Margen. Die Botschaft: KI verdrängt etablierte Software bislang nicht – bei einigen Anbietern scheint sie die Nachfrage sogar zu beschleunigen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

The Florida Gators turn to Georgia Tech transfer Aaron Philo at quarterback, backed by offensive coordinator Buster Faulkner, in a bold bid to reshape the program's trajectory. With Philo's record-breaking Georgia high school stats—13,922 career passing yards as a state record, plus 56 touchdowns in 2023 as another state record. Will his arm and mobility unlock an explosive offense alongside NFL-caliber talents like Eric Singleton, Jr., Vernell Brown III, and Dallas Wilson? Brian Smith examines Florida's challenging schedule, offensive line questions, and why FanDuel pegs their win total at 7.5 this year. The discussion spotlights the importance of Philo's use of RPO plays, his chemistry with skill players, and roster building for long-term success. Will the Gators break through against top-tier SEC rivals, or will next season be when Philo's true potential fuels a playoff push? Catch the full analysis on Locked on the Portal. Support us by supporting our sponsors! Poncho Outdoors Go to https://ponchooutdoors.com/[LOCKEDON] and enter your email to get $10 off and free shipping on your first order. KALSHI For a limited time, download the Kalshi app and use code [LOCKEDON] to get $10 when you trade $10. Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast. Wayfair Patio season is here and these deals won't last! Head to https://wayfair.com right now to get your outdoor space ready for way less. Wayfair. Every style. Every home. LARINECO Give Larine a try. Right now, Larine Co is offering our listeners up to 50% off at https://BUYLARINE.com/LOCKEDONCOLLEGE. Odoo Great organizations win because operations matter. And that's why you should get Odoo. Try for free today at https://Odoo.com/lockedon. 5-Hour ENERGY Bring on the sweetness with Cotton Candy 5-hour ENERGY®️ shots—available online now at https:/5hourENERGY.com or on Amazon. Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel Today's episode is brought to you by FanDuel. Join all the action at https://FANDUEL.COM to play Daily Dingers and make your free pick on who's hitting a homer this MLB season. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expires in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NATIONAL INTERVIEW WEEK - HELPING 100,000 YOUNG PEOPLE INTO THE WORKFORCE   National Interview Week is a nationwide movement designed to equip young people from state-educated schools with the confidence, skills, and professional exposure they need to succeed in interviews and access meaningful career opportunities.   Over the next five years, we aim to support 100,000 students through structured interview training, industry-specific preparation, and direct engagement with professional volunteers from leading organisations. This initiative addresses a critical gap: many talented young people lack access to professional networks, tailored interview preparation, and industry insight. National Interview Week exists to change that.   We are getting together with an ensemble cast of recruitment practitioners to share insight on how to be a great job interviewee. We'll bring recruiters from agency side, RPO, in-house, from companies large and small, public and private in a collect   We're on Weds 19th August, 2pm BST. Follow the channel here (recommended) and register by saving your spot here.   Ep401 is supported by our friends Equitas   All-in-one interview platform harnesses the power of technology to make hiring more efficient and less biased. Focus more on candidates, and less on note-taking. Say goodbye to old-fashioned, paper-based interviews. Say hello to one source of truth.   Check it out here

Tennessee Volunteers land rising 2028 quarterback recruit Caden Kraft—could he be the next game-changer for Josh Heupel's offense? Recruiting analyst Brian Smith and long-time Tennessee media member Eric Cain break down Craft's athleticism, accuracy, and poise under pressure, spotlighting his standout sophomore tape and ability to elevate the Vols' dynamic RPO attack. Are Craft's intangibles enough to project a seamless transition to SEC football? The conversation also highlights Faizon Brandon's imminent role as Tennessee's 2026 starting quarterback. The discussion challenges freshmen quarterbacks face in the SEC, how Brandon's unique physical tools and arm talent stack up, and why patience—not wins and losses—should guide expectations for his debut season. Plus, get key insights into quarterback recruiting battles and how Tennessee continues to secure top-tier talent for the future. Support us by supporting our sponsors! Poncho Outdoors Go to https://ponchooutdoors.com/[LOCKEDON] and enter your email to get $10 off and free shipping on your first order. KALSHI For a limited time, download the Kalshi app and use code [LOCKEDON] to get up to $500 in bonus credits when you trade $25. The Game Don't miss this chance to celebrate 40 years of The Game with 40% off your entire order. Visit https://TheGameCaps.com and use promo code LOCKEDON at checkout. Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast Gametime Today's episode is brought to you by Gametime. Download the Gametime app, create an account, and use code LOCKEDON for $20 off your first purchase. Terms and conditions apply. FanDuel Today's episode is brought to you by FanDuel. Right now new customers can bet just five dollars and get one-hundred and fifty dollars in bonus bets if your first bet wins. Visit https://FANDUEL.COM to get started — Play Your Game. FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate from "per seat" orders to deeper tokenization. Also on his radar: how the software giant can use its wealth of data as a value proposition. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this episode of Steam Cleaners, Walter Fedczuk struggles with the RPO offense in College Football 27, while Chase Wassenar wields his (hilarious) political power in Prime Monster.Follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chase⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Walter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rough Drafts Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on BlueSky.

In today's Cloud Wars Minute, I analyze the extraordinary RPO growth at Microsoft, Oracle, Google Cloud, and AWS and what it signals about AI demand. Highlights 00:03 — We've got another example here where, in the greatest growth market the world has ever known, we are working with some big numbers that put the law of big numbers to the test here. So, if you look at the four hyperscalers, and I go in order of the size of their backlog or RPO, you've got Microsoft, Oracle, Google Cloud, and AWS. 00:29 — So this is fully committed business. It's fully contracted and not yet recognized as revenue. So this is what's coming down the road, to look into the pipeline, in the future, these companies have — this isn't some guesstimate of what they hope they'll get. This is signed, contracted business. So this is one of the factors, probably the key factor, behind why you see these CapEx numbers approaching or exceeding $200 billion. 01:09 — Now that has led to a couple of these companies entering into the debt markets to try to fund this data center expansion and all that enormous CapEx outlay that they've got to go through. In turn, a couple of these companies for a quarter or two had negative cash flows, and that's got some people on Wall Street unable to comprehend it. The world's coming to an end. What are we going to do? 01:46 — I think the perspective is being switched here, right? Traditionally, the idea is bad. You don't want to have negative cash flow. Okay, that's pretty basic. I think we got that. The difference is there have never been a market with a size, a total addressable market , anything like this, growing at the rate this is. Look at these latest numbers for the four hyperscalers. 02:23 — Oracle, off a much smaller revenue base, has this huge future business coming in: $638 billion in RPO, growing at 363%. Google Cloud had a huge jump this past Q2, $514 billion in backlog, up 390%, and a resurgent AWS posted its biggest backlog number ever, $496 billion, and I believe that growth rate of 154% for its backlog is much higher than any they've reported over the last five or six quarters. 04:07 — So I think it's significant, but I also think it's being vastly overblown. I just want to say one more time: $2.3 trillion. Now, that's not like a TAM figure. Somebody's saying, "Oh, we think the market for new scooters is going to be $2.3 trillion." These are four companies, just four , not the whole tech industry, and these are their signed, contracted, committed figures for what they've got in their backlog or RPO. Visit Cloud Wars for more.

With Ohio State football season right around the corner, it won't be long until announcers are talking about the Buckeyes and other teams utilizing Run/Pass Options, or RPOs. What is an RPO, how does it work, and why has it become a staple in many offenses across the nation? And how will the addition of new offensive coordinator Arthur Smith impact the Buckeyes' use of RPOs this season? Michael Pettit, one of the Scheme Insiders at BuckeyeInsiders.com, joins host Tom Orr on this episode of the Buckeyes TomOrrow Morning podcast to answer those questions and more. Today's episode is presented by Jeff Ruby's Columbus, the award-winning, upscale steakhouse in Downtown Columbus, named one of the Top 50 steakhouses in America by Food Network. Just go to JeffRuby.com/Columbus to check out the menu and make a reservation today.

Jeff Howe, CJ Vogel and Lifetime Longhorn Rod Babers examine the biggest weakness Arch Manning must correct during fall camp: the short passing game. Despite ranking among the SEC's best quarterbacks on intermediate and deep throws, Arch finished last among qualified conference passers in yards per attempt from zero to nine yards. The guys explain how inconsistent timing, ball placement, receiver drops and interior pressure contributed to the problem—and why improvement is critical to unlocking Texas' RPO and quick-game packages.   The conversation also turns to a quarterback Steve Sarkisian may need this season: KJ Lacey. Texas' backup has impressed during live periods with his decision-making, rhythm and willingness to take what the defense gives him. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's Cloud Wars Minute, I compare Microsoft's latest cloud results with Google Cloud's accelerating momentum.   Highlights 00:09 — Microsoft Cloud revenue was almost $60 billion for the quarter, up 27%. The RPO, as I said, was up 84%. It's now the biggest RPO total, slightly ahead of Oracle. Microsoft Cloud: $678 billion for that. It said that Azure revenue was up 43% and that its revenue for the fiscal year ended June 30 exceeded $100 billion for Azure. 01:46 — So if we look at the last five quarters from Microsoft, the growth rate: 27%. Starting in Q2, the present, going back five quarters: 27%, 29%, 26%, 26%, 27%. So relatively flat over that period of time. The 29% jumped up a little, but the others, all 27s and 26s. 02:14 — Over those same five quarters, Google Cloud's growth rate has absolutely soared, and the trajectory, the arc of its growth, representing customer demand in the marketplace, has been remarkable. So again, starting from the just-finished quarter and going backward in time: 82%, 63%, 48%, 34%, and 32% growth rates. 02:49 — What we're talking about here is the arc of the growth. Google Cloud is getting a much bigger share of what's happening here. It's winning more business. It's taking deals away from Microsoft, AWS, and perhaps Oracle as well, and they're winning a lot of new business. 04:40 — So we'll get AWS numbers later today. I'll be following up next week with some insights into that and give the head-to-head comparison. It is an extraordinary time, but the ultimate truth is coming from the customers and where they are deciding to make their investments as they move into the AI Economy. Visit Cloud Wars for more.

Georgetown OC Jarrell Flores Breaks Down the Boundary and Field Glance RPOCoach Jarrell Flores, offensive coordinator at Georgetown High School in Texas, joins the Board Drill Podcast to break down the RPO concept that has become the foundation of Georgetown's explosive pass game. Coach Flo walks through how reading the boundary safety on the glance route opened up the offense, why it pairs directly with their wide zone run game, and how they have adapted it across personnel groupings, formations, and coverage shells for the last two seasons.Inside this episode, Coach Flo covers the origin of the read, the pre-snap and post-snap process his quarterback goes through, how the concept holds up against one-high, two-high, and three-high safety structures, and how Georgetown layers motion, bunch, and stack formations to protect it from disguised coverage. He also gets into the program's culture, coaching lineage, and what has made Georgetown one of the most consistent offenses in Texas for over 20 years.Timestamps are estimated from the raw recording and may shift slightly once the final edit locks.0:00 Introduction and Coach Jarrell Flores joins the show4:01 Georgetown culture, coaching lineage, and GT DNA identity10:53 Installing the boundary and field glance RPO: reads, pre-snap keys, and route detail17:57 Bunch, stack, and split variations to protect the concept26:08 Beating one-high and three-high safety shells, marrying it to wide zone33:24 Handling the overhang defender and the levels concept answer39:59 Run game numbers, offensive line staff, and explosive play examples48:29 Answering two-high shells with checkdowns and bunch concepts55:50 Formation variety: ace, 12 personnel, and empty sets1:00:44 Live Q&A: quarters coverage, the dart run, and layering the offense1:05:30 What makes Georgetown unique: staff development, velocity-based training, and community1:09:54 Book recommendations and closing thoughtsThis episode is brought to you by Sideline HQ, equipment inventory management built for football programs. Stop tracking gear on spreadsheets and start managing it from your phone. Check it out at sidelinehq.co and claim your free 30 day trial. Board Drill listeners get the tool built for how coaches actually work.If you coach ball and want more breakdowns like this one, subscribe to the Board Drill Podcast for new episodes and head to www.boarddrill.com for more coaching content, articles, and film study. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.boarddrill.com/subscribe

Navigating workforce strategy means making key decisions about talent, skills, pay, and hiring approaches. But how can you be sure your choices are informed and future-ready? Reliable data and actionable insights are critical.In this HRO Today Educational Podcast, HRO Today CEO Elliot Clark joins Amy Bush, president of RPO, and Brian Knapp, vice president of digital operations, at KellyOCG®, to discuss how the right data drives better talent outcomes. They explore integrating internal and external data into a single view, using AI to anticipate talent needs, and practical advice on engaging an RPO partner early to stay ready for whatever the market brings. Tune in to hear how access to the right data and expertise transforms your hiring approach and turns data into smarter talent decisions.

In today's Cloud Wars Minute, I preview the coming wave of Q2 earnings while highlighting the extraordinary growth reshaping cloud computing. Highlights 00:03 — We're on the verge of having a lot of calendar Q2 financial results released, so just in advance of that, I wanted to offer a snapshot of where things stand now regarding the world's hottest cloud and AI vendors. Right now, we've got Palantir in the number one spot, Google Cloud number two, Oracle number three. 00:42 — I've also got a chart in there showing backlog, or RPO, which is future booked business that's fully contracted, fully committed, among the four hyperscalers that now totals over $2 trillion. But in the here and now, here's where it stands for the Cloud Wars Top 10 companies. Palantir is in the number one spot for Q1. 01:56 — We've got Microsoft with an enormous performance here: 29% growth and $54.5 billion in quarterly cloud revenue. AWS had a very strong quarter: 28% growth and $37.6 billion in revenue. Salesforce is in the number nine spot with 13% growth, while OpenAI remains an estimate because it is not yet publicly traded. 03:05 — You know, you see some of these numbers, and as I referred to a moment ago about the backlog numbers, which are truly just mind-bending, we become immune to being amazed by the size and the volume here. I do not throw around the phrase "the greatest growth market the world has ever known" lightly. 03:55 — The former applications companies are now racing to become agentic companies and data companies. Huge change and transformation within the Cloud Wars Top 10 is helping customers participate in, succeed in, and potentially thrive in the AI economy. I don't expect any massive changes in this lineup, but the growth numbers will be very interesting over the next few weeks. Visit Cloud Wars for more.

Some coaches collect plays. Coach Shawn Cooley collects ways to run the same one.In his third visit to the Board Drill, the East Ridge offensive coordinator makes the case that you do not need a thick call sheet to be multiple. You need one play your kids believe in and a hundred ways to show it. For Cooley, that play is counter, and over the course of the episode he takes GH counter from its plainest form all the way out to the edges of what a defense will let you get away with.Along the way he gets into GT and split-flow counter, a first-level slice RPO he calls emo, counter quick borrowed off the college game, and a long-trap ISO wrinkle he is half convinced should have gotten him fired. From there it turns into a quarterback run clinic: a center-turned-quarterback lowering his shoulder between the tackles, jet and empty-formation keeps, a guard-tailback counter, and a shovel pass he simply calls Tebow. The thread running through all of it is the part most offenses skip. The offensive line barely changes a rule, and the defense never gets to tee off on your base.If you run gap scheme, this is an hour well spent with the whiteboard open. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.boarddrill.com/subscribe

Nik and Michael are joined by David Steele to talk all things pgBackRest. Here are some links to things they mentioned: David Steele https://postgres.fm/people/david-steelepgBackRest https://pgbackrest.orgpg_basebackup https://www.postgresql.org/docs/current/app-pgbasebackup.htmlBarman https://pgbarman.orgpgmoneta https://github.com/pgmoneta/pgmonetaWAL-G https://github.com/wal-g/wal-gReturn pg_control from pg_backup_stop (patch proposal) https://www.postgresql.org/message-id/flat/86436ff9-eb98-4c8a-825e-3bcae022107b%40pgbackrest.org#e36e2ad2f410d1a9a1152e36aa66bb48Add StorageReadMulti for prefetched multi-file/range reads from object stores (pgBackRest change that needs review) https://github.com/pgbackrest/pgbackrest/pull/2783pg_hardstorage https://github.com/cybertec-postgresql/pg_hardstorageWhy the cycle of open-source sustainability needs to be virtuous (blog post by Gabriele Bartolini) https://www.gabrielebartolini.it/articles/2026/04/why-the-cycle-of-open-source-sustainability-needs-to-be-virtuousARIN https://www.arin.netStefan Fercot https://pgstef.github.io/aboutpgBackRest sponsors at the time of recording: AWS, Supabase, pgEdge, Tiger Data, Percona, Eon, Xata, Dalibo, Data Egret~~~00:00 – Intro & pgBackRest origin story03:07 – Could pgBackRest live in Postgres core? Why it hasn't happened11:37 – Primary vs. standby backups & corruption safety20:36 – Measuring RPO & RTO in practice26:20 – Checksum performance & S3 storage class tips30:02 – Standby replay bottleneck35:12 – Log shipping, streaming replication, and sharding44:56 – Maintenance reality & the sponsorship crisis47:41 – What's next: repo-to-repo backup & RPO-zero streaming56:00 – Incremental backup1:05:01 – Reliability philosophy1:10:05 – Second maintainer, community growth & wrap-up~~~What did you like or not like? What should we discuss next time? Let us know via a YouTube comment, on social media, or by commenting on our Google doc!~~~Postgres FM is produced by:Michael Christofides, founder of pgMustardNikolay Samokhvalov, founder of Postgres.aiWith credit to:Jessie Draws for the elephant artwork

Joe Giglio and Kyle Quinn discuss whether the Eagles' RPO-heavy scheme hindered Jalen Hurts' development as a pocket passer. They also react to a viral clip of Mr. Met dancing during a report on the Mets' struggles and a caller's radical plan to trade away Hurts and Jalen Carter. 02:11 - Jalen Hurts Fan Debate 06:42 - Mr. Met Viral Moment 14:15 - Stunting Hurts' Passing Growth 21:58 - Trading The Jalens Proposal

Join this channel to get access to perks:https://www.youtube.com/channel/UChW7UyLcMH6QDwCS295w9aQ/joinCoaches are you ready to revolutionize your game preparation? For the past 6 seasons coaches across the nation have been using the ultimate scout team game-changer: The Coachpad!Imagine this: no more scrambling on weekends to prep scout cards, no more fumbling with paper and binders. Whether you're drawing your cards digitally with a computer program or sketching them by hand, The Coachpad is your all-in-one solution!Picture yourself on the practice field, effortlessly managing your scout team, or standing on the sidelines during game day, syncing adjustments from the press box to your coaches on the sideline and back. With The Coachpad, you can clearly see your scout cards even in the brightest sunlight—no more squinting or dealing with the wind blowing clear vinyl sleeves everywhere!This offseason, take your coaching to the next level. Get your Coachpad today at TheCoachpad.com and gear up for a winning season ahead!0:13 The CoachPad2:30 background4:20 prolific offense7:40 formations & stacking wide receivers11:50 why square formation15:20 finding an identity19:00 backpedaling on a bubble22:40 why duo26:00 teaching RPO's30:30 The Questionscolin dulingoc bethel univ (MN)X: @ColinDulingGoogle Sheethttps://docs.google.com/spreadsheets/d/1Dohuyci5dx36k4IFQUuX8XmuJsAIJ6JbYdcXrkcJ-4s/edit?usp=sharingNicholas BandstraX: https://twitter.com/CoachBandstraCoachtube: https://coachtube.com/users/coachbandstraMain Youtube Channel: https://youtube.com/c/NicholasBandstraLinktree: https://linktr.ee/CoachBandstraTik Tok: https://www.tiktok.com/@coachbandstra?_t=ZT-8vTQEmgfP3u&_r=1

The 8am hour of Thursday's Mac & Cube continued with the revelation that Kentucky was the reason that G-Mac & Alabama were able to beat Florida in 2009; then, Greg explaining why Alabama didn't just run RPO last year, and why you might not see it this year; later, Dalen Cuff, tells us how much of a chance Team USA has in this FIFA World Cup, what Rinaldo or Messi could do to cement the G.O.A.T. discussion, and how USA plans to attack Australia; and finally, Greg likes how his vocabulary has changed because of watching soccer. "McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!See omnystudio.com/listener for privacy information.

In today's Cloud Wars Minute, I compare Oracle, Microsoft, Google Cloud, and AWS through the lens of backlog growth and future demand. Highlights 00:02 — I talked last week a little bit about Oracle's Q4 results, very strong across the board. I wanted to go into a little more detail today about one number in particular: its RPO, remaining performance obligation. That's contracted business not yet recognized as revenue. 00:18 — Some people refer to it as RPO. It's also known as pipeline or backlog. But with what Oracle reported for Q4, its AI and cloud backlog, pipeline, or RPO is now the largest in the world: $638 billion. It's even bigger than Microsoft's. This reveals a lot about who's got momentum into the future. 01:02 — So, as I said, Oracle's RPO for the quarter ended May 31 was $638 billion, up 363%. A couple of months ago, when Microsoft reported its fiscal Q3 and calendar Q1 numbers for the period ended March 31, it reported RPO of $627 billion, up 99%. So, Oracle beats them slightly on total RPO, but look at the difference in the growth rate: 99% versus 363%. 02:20 — But when we flip the arrow of time from the recent past, which revenue reflects, into the future, that's where we see Oracle is just winning an outlandish share of the business going forward, even more than Microsoft. We're seeing more and more of that pipeline, or RPO, over time convert to revenue for both of these companies. 03:40 — These are multiplier effects, and again, my point here is about who's growing faster and who is moving into leadership positions going forward. Clearly, as Microsoft and AWS led the first chapter of the cloud, here in the AI chapter, the leaders jumping out in front, growing faster, and finding new ways of doing things are Oracle and Google Cloud. 04:12 — Speaking of AWS, how does it fit into this whole RPO tale of the tape? AWS refers to this as backlog, and in its most recent quarter, ended March 31, it said that its backlog was $364 billion, up 49%. For Google Cloud, its backlog is $462 billion, growing at 98%. So clearly, all three companies are outperforming AWS in this backlog/RPO space. Visit Cloud Wars for more.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

On The Coaching 101 Podcast, hosts Daniel Chamberlain and Kenny Simpson discuss how to break down an opponent's offense for defensive game planning, alongside a quote about how shared hardship builds deeper connection than shared success and a brief discussion of balancing “old school” toughness with modern sports science. They promote the Field House program (Gun-T and Three Force content, weekly calls, capped at 100 members) and sponsors Ace Sports video boards, Winning Edge Performance Analytics, and Blended Threads. The main coaching content covers why defensive breakdown is difficult (weekly scheme variation, fixing your own weaknesses, information overload), using a “wife watch” to identify key players, and a 70/80/90 rule for tendencies leading to staff notes, player checks, and team-wide automatics. They define automatics and kill calls, emphasize limiting them, targeting 6–10 big-play chances, and outline delegating breakdown tasks by position coach (run game/red zone, RPO/protection, pass concepts/third-and-long/two-minute/backed-up) while ensuring consistent, accurate data entry, hit charts, down-and-distance organization, and key cutups.00:00 Welcome and Topic Setup00:43 Quote of the Week01:13 Embracing Hardship Lessons03:41 Old School vs Science Debate06:52 Field House Overview08:58 Sponsors and Shoutouts12:14 Defensive Breakdown Framework13:23 Challenges for Defensive Coordinators15:10 Filtering Data and Priorities17:15 Wife Watch and Stop Their Guy18:51 Tendencies and Automatics21:05 Keys Checks and Big Plays24:47 Mind Reading Trap and Overfocus26:38 Fix Your Weaknesses27:40 How Much Film28:36 Avoid Bland Prep30:29 Too Much Data32:13 Finding Tendencies33:00 Automatics And Kills38:48 Rip Plays Out41:12 Staff Breakdown Roles47:35 Must Have Breakdown Pieces52:35 Wrap Up And SponsorsDaniel Chamberlain:@CoachChamboOKChamberlainFootballConsulting@gmail.comchamberlainfootballconsulting.comKenny Simpson:@FBCoachSimpsonfbcoachsimpson@gmail.comFBCoachSimpson.com

Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I dive into Oracle's remarkable Q4 earnings report, where the company delivered results that exceeded expectations across the board. Highlights 00:02 — We had a monster Q4 report from Oracle yesterday, absolutely crushed their numbers for Q4, led by an astonishing leap in their backlog or remaining performance obligation (RPO) of $638 billion, That's an increase of 363%. And no, those are not misprints. 00:29 — RPO represents business that's fully contracted, not yet recognized as revenue, so it's pipeline backlog, as opposed to revenue, which has already been posted for what has happened in the past. So I wanted to quickly pop out a couple highlights here that go along with that. Just remarkable RPO growth, cloud revenue overall was up 47% to 9.9 billion. 00:56 — Within that, cloud applications grew 10% to 4.1 billion, and the big star of the company, now their cloud infrastructure business was up 93% to $5.8 billion. One other number that Oracle put in its Q4 press release, that is pretty darn impressive, their multi-cloud AI database business, they said, was up 404% and they said that now makes this the fastest growing product in the company's history. 02:11 — Looking ahead a little bit, Oracle guided in Q1, they said their cloud business will grow between 57 and 63% so caught about 60% and that extends a long running streak of fast growing numbers there for Oracle's cloud revenue or cloud business. 02:33 — Oracle also said in its Q4 press release that it will be doing no more borrowing to fund its data center expansion throughout for calendar 2026, certainly possible for next year, but for this calendar year, no more borrowing. I think most people would yawn or overlook that fact. There have been a lot of folks on Wall Street, though as I've mentioned, that this has caused them fainting spells and pearl clutching, because they, nobody's done this before. 03:44 — Now, I don't know, I don't think there's a lot of companies that have run into that challenge before. It's a delightful challenge to have, but it is not something that you know a lot of companies can just, you know, reach into the petty cash box and say, you know, here's $100 billion $200 billion dollars to fund it. Visit Cloud Wars for more.

Coach Dearmon is the Head Football Coach at The University of North Alabama. We go through what coach learned in his college football coaching journey. How his book "The Evolution of the RPO" came about. And how there are no rules in college football.

Coach Dearmon is the Head Football Coach at The University of North Alabama. We go through what coach learned in his college football coaching journey. How his book "The Evolution of the RPO" came about. And how there are no rules in college football.

On this episode of the Texas Sports Hall of Fame Podcast, We sit down with 1990 Heisman Trophy winner, and 2015 TSHOF inductee Ty Detmer!Before he was shattering NCAA records, Ty was a standout quarterback in the Lone Star State playing under his dad, legendary coach Sonny Detmer.Ty reflects on what it was like growing up in a Texas coaching household, running an advanced pro-style offense ahead of its time, and how his father's non-drill-sergeant approach allowed players to truly love the game.We dive into Ty's legendary collegiate career at BYU.He shares why the Cougars were the perfect fit for his style in an era when very few programs were willing to throw the football, and how coach LaVell Edwards' relaxed, pressure-free environment unlocked his historic potential. Ty also talks about how the early BYU offenses coached by the likes of Norm Chow and Mike Holmgren laid the structural groundwork for modern Air Raid, spread, and RPO offenses dominating football today.Plus, Ty takes us behind the scenes of his 14-year NFL career. He opens up about the stark transition from the freedom of college ball to the cold business of the pros, navigating his role as a trusted backup in Green Bay alongside a newly traded-for Brett Favre, and why he's glad he didn't have to take the physical hits Brett did. Ty balances that with profound advice from late legend Earl Campbell on what a Heisman Trophy truly does for your life, and how standing on the sidelines as a coach today makes him appreciate the gray hairs he probably gave Norm Chow back in the day.Now leading the program out in the Arizona heat at ALA Gilbert North, Ty shares his modern perspective on managing high school athletes through the craziness of the transfer portal and NIL landscape, and his message to the next generation of young quarterbacks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Galen Clavio opens CrimsonCast's 2026 Indiana football positional preview series with the most important offensive position on the field: quarterback.This episode focuses on Josh Hoover, the TCU transfer stepping into the spotlight after Fernando Mendoza's Heisman-winning national championship season. Galen compares Hoover's statistical profile with Mendoza's pre-IU numbers, explains why the turnover concerns around Hoover may be overstated, and looks at how his experience, processing, quick release, and RPO background could fit inside Curt Cignetti and Mike Shanahan's offense.The episode also covers how Hoover stacks up against other major college quarterbacks, what his NFL Draft scouting profile says about his strengths and weaknesses, and how the backup picture could develop with Grant Wilson and Tyler Cherry.

Through his interactions with businesses, Cory Johnson says the conversations are all about supply instead of costs, emphasizing the desire to expand AI compute. He urges investors to pay attention to how hyperscalers and other Big Tech firms are expanding their AI capabilities. On Oracle (ORCL) ahead of Wednesday's earnings, Cory tells investors to pay attention to the "land grab" race and RPO to gauge the company's future profits.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In today's Cloud Wars Minute, I analyze how a trillion dollars in cloud backlog is driving innovation beyond technology and into corporate finance. Highlights 00:03 — In the Cloud Wars, all sorts of crazy things are going on with the technology, what customers are doing with it, but also in how this whole remarkable time is being funded. I want to talk a little bit today about how Google Cloud and Oracle are choosing to fund this unprecedented market demand and why new possibilities require new ways of doing things. 01:25 — In Oracle's most recent quarter, it reported that its RPO, or Remaining Performance Obligation, similar to backlog, is over $550 billion. For Google Cloud, it had an amazing jump as well in its most recent quarter, ended March 31, $462 billion in backlog, almost double what it had been a year before that. So there's amazing demand, these two companies totaling a trillion dollars. 02:09 — Six months ago, Oracle reached out and said, “No, no, we're going to go to some outside funding, some borrowing, to do that.” But the market reacted with a panic. “Oh my God, nobody's ever done this.” And, you know, "What if they can't pay it back?” So there was a lot of skepticism about Oracle's plan six months ago. 02:58 — Now, a week ago, we see Alphabet step up and say, “Hey, we're going to do some equity financing. We're going to take $10 billion from Warren Buffett and some other places. We need this money. We think it's the best way to pursue funding our own data center expansions, our own CapEx needs, which will be somewhere between $185 and $190 billion.” Oracle's will probably be around $75 billion. 04:37 — Oracle and Google Cloud have risen to the top of the Cloud Wars Top 10 because they brought innovation at levels in technology and go-to-market, how they think about customers, deployment models, and so forth, that have really set the new standard for what's happening in the AI cloud business now. Seeking outside funding to meet this demand shows another way to do it. Visit Cloud Wars for more.

In today's Cloud Wars Minute, I look at how ServiceNow's AI strategy, open platform, and workflow data fabric are driving its next phase of growth. Highlights 00:02 — ServiceNow is off to a hot start, not only with its quarterly results, but also in how CEO Bill McDermott is framing where the company is right now and, in terms of that, how that new position, which he says is, "We're 100% AI native," is going to allow them to pursue five what he called hyper-growth markets for quite some time. 01:06 — Who is AI native, and who is just sort of glossing over, applying some AI lipstick to their traditional solutions and technologies? The term that ServiceNow uses to refer to that latter category is AI sidecars, where they say that's just a little AI glomming onto traditional technology, and that's becoming less appealing to customers. 02:34 — Among the highlights he pointed out to support the strength of the company, he said, "We've got a $28 billion RPO, remaining performance obligation, that grew 23.5% in Q1." In addition to that, he said, "We've got the most open enterprise platform." 03:14 — First, its core ITSM business. He said with the complexity that's going on in enterprises and the more reliance on data that's going to be taking place here in the AI era, we're going to see a 50x —not 50%, 50x — boom in the number of tickets that are being sent through for IT support. 04:12 — He talked about what's going on there with Moveworks and the changes that ServiceNow has made to that, and how that's going to simplify things and help bring down the anxiety some people have about AI. And finally, he said, "Our workflow data fabric," which helps pull all the data together, is so essential for what's going on now with AI. Visit Cloud Wars for more.

Bobby Bones and Matt Cassel discuss how teams should support their players through difficult situations. They touch on Little League umpires and parents coaching from the stands through games. Matt also relives paying for a dinner with 18 athletes. Super Bowl Champion Lavonte David talks about retiring and his new daily routine after football. Lavonte looks back at his journey from JUCO through Nebraska and onto the NFL. Lavonte reveals one of the proudest moments of his career and the hardest RPO quarterback he's ever faced. Myles Garrett is headed to the Rams and Bobby explains how the deal was more than fair for Los Angeles. AJ Brown is headed to the Patriots, but how will he play there? Plus, OBJ is back with the Giants! Lots to Say with Bobby Bones and Matt Cassel is part of the NFL Podcast Network See omnystudio.com/listener for privacy information.

Bobby Bones and Matt Cassel discuss how teams should support their players through difficult situations. They touch on Little League umpires and parents coaching from the stands through games. Matt also relives paying for a dinner with 18 athletes. Super Bowl Champion Lavonte David talks about retiring and his new daily routine after football. Lavonte looks back at his journey from JUCO through Nebraska and onto the NFL. Lavonte reveals one of the proudest moments of his career and the hardest RPO quarterback he's ever faced. Myles Garrett is headed to the Rams and Bobby explains how the deal was more than fair for Los Angeles. AJ Brown is headed to the Patriots, but how will he play there? Plus, OBJ is back with the Giants! Lots to Say with Bobby Bones and Matt Cassel is part of the NFL Podcast Network See omnystudio.com/listener for privacy information.

Paul Strouts has run a business of four people.His first business, James Harvard, quickly grew beyond 100 people and sold to Hays for approximately £20 million at 32.He then spent a decade running Hays Life Sciences globally. Got headhunted to PE Backed Acacium and quickly made two strategic acquisitions.He now runs:3 brands.250 people.12 countries.Contingent, SOW, RPO and Solutions revenuePredicted £45 million GM in 2026.£12 million EBITDA target.He has seen every stage of headcount growth. The good version and the expensive version.This week on The RAG Podcast, Paul Strouts gives the most direct answer we have had on this show about when headcount creates value and when it just creates cost.We cover:- The first question Paul asks any founder who wants to grow from 5 to 20 people- Why you need a minimum of £500K to grow headcount properly, and what happens if you don't have it- When headcount genuinely creates value in a recruitment business, and when it becomes a cost- The ceiling Paul believes exists in life sciences, and why going beyond it risks diluting everything you built- How Acacium Life Sciences grew from 160 people to a £45 million GM operation through two targeted acquisitions- Why Paul sold James Harvard to Hays three years ahead of plan, and whether it was the right call- What working inside a global corporate taught Paul that founding a business never could- Why AI will not kill specialist boutique recruitment, but will change the lower end of the market permanentlyGrowing headcount is not the right move for every recruitment business. Paul is the first to say that. But if you are building a people-based business and you want to know exactly what it takes to do it properly, what it costs, when to bring in outside funding, and where the ceiling actually is, this is the episode.If you've ever wondered when headcount creates value and when it becomes a cost... this episode has the answer.-------------------------------------------------------------__________________________________________Episode Sponsor: Remote RecruitmentHiring shouldn't be slow, stressful, or expensive. That's why there's Remote Recruitment — the smart hiring partner for modern businesses. They don't just help you find great people. They help you access elite South African talent that's ready to deliver. No PAYE. No NI. No bloated overheads. Just trained, remote professionals who integrate seamlessly into your team. Their process handles everything: sourcing, shortlisting, onboarding, and retention. Fully managed. Fully supported. Fully remote. And now, Remote Recruitments has entered a new chapter. From ops to admin, sales to strategy, we're helping businesses scale smarter with people they trust, at a cost they can afford. Clients have seen: * Up to **60% productivity boosts** * **300% ROI** on BD roles * **30% faster completion** of operational tasks No overhead burden. No talent shortage panic. Just growth-focused hiring that makes business sense. Remote Recruitment is your flexible hiring solution for the modern era. **RAG Listeners:** Get 5% off your first hire + a free strategy session at www.remoterecruitment.co.uk/rag -------------------------------------------------------------Episode Sponsor: HoxoEvery recruitment founder is investing in LinkedIn.Spending thousands on Recruiter licences. Building connections. Posting content. Sending outreach.But here's the problem. AI has turned all of that into a commodity. The same templated messages. The same AI-written posts. The same automated outreach landing in the same inboxes.When everyone sounds the same, the market stops listening.The recruiters winning right now are not the ones shouting the loudest. They are the ones the market actually trusts.That's what we build at Hoxo. We help recruitment founders become the most influential name in their niche. A niche audience that knows you, respects you, and comes to you when they need someone in your market.We use AI to multiply your output. Faster content, smarter research, better engagement. But trust is the product, and trust cannot be automated.Our clients are turning their existing networks into £100K to £300K in new billings within months. Not through volume. By becoming the recruiter their market comes to first.To show you how it works, we've made a short training video exclusively for RAG listeners.In less than 10 minutes, you'll learn why most recruiters are getting zero measurable ROI from LinkedIn, how small, niche teams build the kind of trust that generates consistent inbound, and how to turn LinkedIn from a commodity channel into your most profitable one.Fill in the form today to see how this could become your agency's most profitable channel: https://hubs.ly/Q03lBpYC0

In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits

This episode covers a little bit of everything: college football, Alabama basketball, and some of the wildest conspiracy theories ever discussed on the show. The conversation starts with college football, including a breakdown of some of the sport's most iconic helmets like Alabama, Florida State, Michigan, Notre Dame, and Penn State, and why those classic brands still matter so much in the modern era. The discussion also dives into the value of a physical run game, the evolution of the RPO, and why controlling the line of scrimmage still wins games. From there, the focus shifts to Alabama football, where the spotlight is on the quarterback battle between Keelon Russell and Austin Mack. The hosts talk through Keelon's upside, athleticism, and long-term potential, while also discussing Austin Mack's experience and why the competition is worth watching closely. They also address growing concerns about the Alabama offensive line and why that group could determine just how high the Tide can climb this season. The episode also touches on the state of the Alabama basketball program, what fans should be watching moving forward, and how the conversation around Crimson Tide athletics continues to evolve. Then things take a turn into the bizarre with a deep dive into several conspiracy theories, including the 1969 moon landing, theories about extraterrestrial life and UFOs, and the strange disappearance of retired U.S. Air Force Major William Neil McCasland. It's a mix of sports talk, opinion, history, and off-the-rails debate that makes for a very entertaining episode. If you're into Alabama football, Alabama basketball, college football analysis, QB battles, offensive line talk, UFO theories, and strange unexplained stories, this is one you won't want to miss. #AlabamaFootball #BamaFootball #AlabamaBasketball #RollTide #KeelonRussell #AustinMack #CollegeFootball #SECFootball #QBbattle #NIL #UFO #ConspiracyTheories Learn more about your ad choices. Visit megaphone.fm/adchoices