Podcasts about rpo

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?

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.

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.

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.

Send us Fan MailMatthew Munson, Managing Director NSW at Talent Group, came to recruitment the long way round. A campervan trip around Australia turned into a decision to stay, and a phone call about a job in tech recruitment changed everything.He landed in 2006 with no idea what a .NET developer was. First six months, he hated it. The language was foreign, the role was a step back from where he'd been, and his ego took a hit. After six months, something clicked. Two years later he was team lead while billing at the top of his office.What followed was twenty years of building desks, running multi-office teams across Australia, Singapore and Hong Kong, leading RPO accounts at the exec level for brands like Yahoo 7 and eBay, and eventually becoming MD of NSW at Talent — a business he's been growing for nearly a decade.In this episode Matthew talks through what actually goes wrong on an underperforming desk, why he's fired high billers, and why moving into management too fast is one of the most common mistakes he sees. He also gets into what it takes to build a personal brand that actually works, why AI-generated content is already valueless, and what being proud to call yourself a recruiter has to do with how long you last in this industry.One of the most honest career conversations we've had on the show.Support the show· Our Website is: xrecruiter.io

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.

Bruksela przedstawia największą od lat reformę systemu handlu emisjami. Sprawdzamy, czy zmiany rzeczywiście zmniejszą koszty europejskiego przemysłu i dlaczego Unia chce podwoić udział energii elektrycznej w gospodarce.Wyjaśniamy również, jak zarabia się na satelitach: od sprzedaży urządzeń, przez abonament za łączność, po analizę zdjęć i danych. Z Marcelem Zatońskim rozmawiamy o nowym centrum ESA w Warszawie i funduszu kosmicznym o wartości 500 mln zł. Czy wystarczą do zbudowania w Polsce silnego przemysłu kosmicznego?Ponadto w odcinku:wyprzedaż producentów chipów na Wall Street i w Azji,inflacja w strefie euro i dane z USA,głosowania w Sejmie nad wyborem RPO i prezesa IPN,rosnące ceny ropy oraz ryzyko powrotu wyższej inflacji,zagrożenie suszą i problemy polskiego rolnictwa.PB Brief — najważniejsze informacje z gospodarki i rynków na początek dnia.

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.

Dorota Łoboda o wyborach w Krakowie, kandydatach koalicji rządzącej, urodzinach prezydenta Trumpa i wizycie prezydenta Nawrockiego w USA, relacjach z Ukrainą, UPA i kandydatach na RPO czy IPN

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.

Tom Kelly scaled EVONA from four bootstrapped founders in a tiny Bristol office to eighty recruiters in three years. Then he made the call most agency owners never make. He cut the team back to thirty. And in doing it, per-head revenue doubled.   This is Part 1 of a two-part conversation that pulls apart exactly how that happened.   Brought to you by Atlas. The AI-first recruitment platform that captures every candidate conversation automatically. Atlas customers report 40%+ EBITDA growth and 80%+ increase in monthly billings. Get your exclusive listener offer at recruitwithatlas.com.     Tom came up on the inside track at one of the biggest STEM recruiters on the FTSE. He spotted space as a high-growth vertical before almost anyone, pitched it internally, got shut down, and walked. He linked up with three other recruiters in the same office — Jack, Rich, and Ryan. They sketched the company out on a whiteboard at Tom's place: no KPIs, no fixed working hours, no fixed location, brand-first, give back to STEM. Eight years and over $40 million in fees later, they've stuck to every line of it.   Their first placement was a chef in a Bristol restaurant for £2,000. Hire number two was a head of marketing — a decision every advisor said was crazy. By Tom's read, recruitment and marketing are the same thing. Brand pull beats spam. That bet became the operating philosophy of the entire company.   Then COVID hit and the space industry — recession-proof, Tom argues, because satellites don't get sick — tripled their revenue and headcount. They paid LinkedIn a fortune ahead of a planned scale to three hundred people. They flew the whole company and their partners to Monaco after a million-dollar month. Tom calls that trip the moment the wheels were about to come off.   By 2021 the cracks were showing. Five account managers, thirty fillers, two RPO teams, a full operations and finance bench. Tom describes the peak as a hot mess. So the four founders sat down and made the hardest call of their careers. Contract team first — running $20K a week with no real strategy. Then perm cuts. Then operations. Then the advisors. Tom and the other three didn't pay themselves for six months. He moved his family to the US in the middle of it.   The episode ends on the moment the four founders agreed one of them had to lead, and that person would be Tom. Without ego. The single reason, Tom says, the business is still standing.   Part 2 drops Wednesday — the 25-interview rule that defines elite recruiters at EVONA, and the segmentation that explains why most agency owners are quietly losing 60% of their team.   What You'll Learn:   - Why scaling to 80 recruiters nearly broke the business, and the moment the four founders knew they had to cut to 30 - The pre-COVID hire every advisor told Tom was crazy, and why it became the engine of the company - How EVONA tripled in COVID while most agencies were frozen - The £300,000 company trip Tom now calls a warning sign - What it actually costs to let 50 people go — emotionally, financially, culturally - Why the four founders agreed one person had to take the wheel, and how they made the call without breaking the partnership   Connect with Tom Kelly:   LinkedIn — https://www.linkedin.com/in/evonatom/ EVONA — https://evona.com  

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.

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

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

Cerebras is going public with the largest commercial chip ever built, $510M in 2025 revenue, and a $24.6B backlog mostly tied to OpenAI. CJ breaks down the company's wafer-scale AI bet, why inference changed the story, the strange customer-investor-lender relationships behind the IPO, and the big question: is Cerebras the next NVIDIA-style infrastructure winner, or a concentrated hardware company with a very expensive cloud pivot?—SPONSORS:SpendHound 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/runRightRev 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/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and intro0:59 Cerebras: the dinner plate chip3:56 Why chip size matters for AI5:26 Old vs. new AI: inference is the bottleneck7:30 Revenue: 20x in 3 years7:49 Sponsors — SpendHound | Brex | Aleph11:33 Gross margin12:02 Net income: the one-time accounting trick12:41 Operating cash flow whipsaw13:24 RPO: $24.6B backlog13:58 Customer concentration: the UAE entities18:06 Sponsors — RightRev | Rillet | EY21:05 Cloud revenue: the inverse SaaS story22:23 Cloud gross margin collapse23:53 G42 warrants for pennies29:14 The OpenAI warrant: Funky Town31:08 $40B market cap milestone31:36 R&D and S&M breakdown33:15 Balance sheet and cash burn35:59 Red flag 1: accounting weaknesses36:37 Red flag 2: one foundry, no supply deal37:28 Red flag 3: UAE geopolitical risk38:10 Red flag 4: cloud is unproven39:02 Cap table: founders diluted40:43 Voting control: Class A, B, and N41:15 Valuation: 10–13x forward revenue41:48 Peer comparison43:47 CEO's prior issues46:10 CreditsNothing said or created by this podcast is business or investment advice#RunTheNumbersPodcast #IPO #Semiconductors #AIStrategy #FinanceLeadership

Anthony breaks down the transformation of the Giants' offense into a physical powerhouse. Following the 2026 NFL Draft and the arrival of John Harbaugh, the Giants have constructed a rushing attack that features the heaviest interior line in the league and a workhorse back in Cam Skattebo. We discuss the impact of Francis Mauigoa moving to Guard, how Jaxson Dart's RPO ability opens up lanes, and why the Giants' run game will be the key to a deep playoff run. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel Chamberlain and Kenny Simpson discuss spring football scheduling, summer team camps, and a quote on maintaining standards through adversity, then focus on selecting and teaching core run plays. They emphasize first deciding team identity (run-heavy, balanced, or pass-heavy), then choosing a small number of run concepts that attack the perimeter, interior, and a change-of-direction element (counter/reverse), while majoring in either gap or zone and pairing runs with RPO/play-action. They argue coaches should prioritize schemes they can problem-solve, use tags and window dressing (formations, motions) to expand without overloading linemen, and build clear, rule-based teaching that answers defensive looks. They also introduce Simpson's “Field House” community with courses, recorded Zoom calls, and Q&A, including an upcoming session on attacking man-zero.00:00 Podcast Intro00:36 Spring Ball Check In02:10 Summer Camp Schedule04:04 Quote Of The Week05:59 Adversity In Youth Sports07:05 Sponsor Shoutouts09:56 Core Run Plays Overview12:04 Building Your Run Identity15:04 Gap Vs Zone Decisions21:43 How Many Runs To Carry24:19 Tags Families And Playbook Size27:01 Run Concept Families27:46 Major In Core Plays28:32 Play Count Reality Check30:24 Tags Over New Schemes30:54 Minimize Upfront Learning32:17 Three Play Run Menu33:09 Maximize Game Night Execution33:36 Trojan Rules For Everyone35:37 Rule Based Blocking Counts38:28 Window Dressing And Motion39:38 Quarterback Run Cheat Code40:57 RPO And Play Action Answers42:25 Move Numbers Not Rules46:12 Field House Community Launch46:31 How Field House Works49:12 Upcoming Topics And Man Zero51:31 Sponsors And Sign OffDaniel Chamberlain:@CoachChamboOKChamberlainFootballConsulting@gmail.comchamberlainfootballconsulting.comKenny Simpson:@FBCoachSimpsonfbcoachsimpson@gmail.comFBCoachSimpson.com

Seagate just reported its best free cash flow in a decade. EPS is up 115% year over year. Revenue grew 44%. Management is calling it a structural shift — the idea that nearline hard disk drives have permanently broken out of their long secular decline thanks to AI data center demand.The numbers are real. The demand from hyperscalers is real. The Mozaic 4 platform shipping at 40-plus terabytes per device is real, and the Mozaic 5 roadmap targeting over 50 terabytes in late 2027 is genuinely impressive. When AI inference needs to recall vast quantities of stored data almost instantaneously, nearline HDDs are exactly the right tool, and Seagate is the dominant supplier. The $1.1 trillion in remaining performance obligations that cloud providers have committed to accelerated compute infrastructure means there is a multi-year demand runway here that is not in dispute.What is in dispute is whether calling this a structural shift — rather than a very powerful cyclical upswing driven by a once-in-a-generation CapEx surge — is accurate. Hard disk drive technology is mature. NAND flash and SSDs will continue taking market share over a long enough time horizon. And Seagate, for all its current dominance, is still a price-taker in a commodity memory market. The party is real. The question is how long it lasts and what you do while it's happening.In this excerpt from a Semi Insider live Q&A session, CSI works through every layer of Seagate's Q3 FY2026 results and close with something genuinely useful for investors: a three-part framework for handling a commodity stock that is over-earning in a cycle without knowing exactly when it ends.What we cover:— Seagate Q3 FY2026: $3.1B revenue (+44% YoY), 47% gross margin, EPS +115%— Best free cash flow in a decade: $953M and the operating leverage story— Q4 FY2026 guidance: $3.45B revenue (+41% YoY), EPS of $5 (+123% YoY)— The structural shift thesis: what management is claiming and what history says— Nearline HDD explained: why AI inference changed the demand equation— Mozaic 4 shipping now, Mozaic 5 roadmap to late 2027— Data center revenue: $2.5B of $3.1B total — hyperscaler dependency— The $1.1T cloud RPO and Seagate's multi-year runway— Reverse DCF: 56% EPS growth over three years — what it implies at $687— Three frameworks for handling an over-earning commodity stock— The 2028 risk: debt paydown, shareholder returns, and the inevitable washoutMembers of Semi Insider get the full live session including extended Q&A and the complete research. Join at chipstockinvestor.com

In today's Cloud Wars Minute, I analyze the shifting balance of power between Google Cloud and AWS. Highlights 00:03 — Last week, we had three of the four hyperscalers report their Q1 numbers. It's been fascinating to look at those. While everybody did very, very well, Google Cloud just had an utterly exceptional, spectacular Q1, and I think the evidence of what we see in these comparative numbers shows why Google Cloud has risen to number one. 00:51 — If we compare side by side, Google Cloud and AWS in Q1 on the growth rate, their revenue, their backlog growth, and the backlog numbers — the growth: 63% to 28%. Now we will certainly hear from a lot of the AWS fanboys that that's just because there's a discrepancy in size. That's true, but it does not cover this discrepancy in growth rate. 01:35 — For Google Cloud, the backlog grew 93% to $462 billion. For AWS, the backlog grew 49% to $364 billion. Really impressive numbers here from AWS, but they play in a market with some other pretty good companies as well. Google Cloud shows 93% backlog growth versus 49%, and $100 billion bigger in backlog total versus AWS. 02:31 — AWS in Q1 had 85% more revenue than Google Cloud. Then how do you explain this backlog discrepancy? It shows that going forward, which is what the backlog shows us, future trends of business, Google Cloud is winning much more business in the future. Google Cloud is winning more new business, and that's where the game is being played. 03:25 — So clearly, the whole AI boom had a huge impact on these numbers. We saw Microsoft, just to toss this in, Microsoft's growth rate was 29% in Q1, its fiscal Q3, and its RPO, which is its version of backlog, was up, it said, 99% to$ 627 billion. Oracle, its RPO was up 325% to over $550 billion. So, it's just an incredible market here right now. 04:05 — For a long time, AWS has conditioned the market to say AWS is the king of the cloud and it will be forever. That's just not true anymore. Google Cloud, through innovation and jumping into the AI game early and aggressively, is booming right now, and its core cloud business is doing very well. Visit Cloud Wars for more.

Terry Smith joined us yesterday and said that Penn State's system wasn't built for Drew Allar. Terry thinks Aaron Rodgers could help teach Allar. Penn State didn't let Allar throw the ball deep until they were trailing. James Franklin wasn't aggressive on offense. Andy Kotelnicki's RPO offense didn't fit Allar's skills.

In this episode, Aaron Opalewski discusses the evolving staffing market, focusing on different contract styles, market trends, and strategic service offerings like RPO, BPO, and SOW. He shares insights on how staffing companies can adapt and grow in a changing industry landscape. Key  TopicsStaffing market trends from 2022 to 2026Different styles of staffing contracts (temp, contract-to-direct, direct hire)Growth of service-based staffing solutions (RPO, BPO, SOW)Chapters00:00 Introduction to Sparking Success00:29 Current Trends in the Staffing Market02:46 Types of Staffing Contracts07:12 The Shift Towards Services in Staffing11:59 Building Trusted Advisor Relationships17:23 Conclusion and Key Takeaways

Hiring demand is back. But the playbook changed. Companies still need talent. They just don't want to overhire, lay people off, and do it all over again. So what are they doing instead? In this episode of Stacked, we break down: The real reason RPO demand is gaining serious momentum again When to build internal TA vs bring in outside help Why AI is flooding pipelines with more noise, not better candidates How to actually build a hiring strategy that flexes with your business If your hiring plans for 2026 feel uncertain, start here.

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

Ken Carman and Anthony Lima welcome former quarterback Brady Quinn to analyze the Cleveland Browns' potential draft moves and the future of Deshaun Watson. They discuss the merits of drafting a dynamic playmaker like Jeremiah Love versus reinforcing the offensive line. Quinn also details the challenges young quarterbacks face when transitioning from college RPO systems to the NFL.

Rod and Jeff broke down a really fascinating idea: Texas' reconstructed offensive line — built around more athleticism — may be the key to unlocking Sark's best RPO offense yet.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Rochester Philharmonic Orchestra is set to reveal its new season, and “Connections” has the first look. From iconic masterworks and a new piano festival to Broadway hits and a tribute to a Rochester legend, RPO music director Andreas Delfs and principal pops conductor Jeff Tyzik take us through what to expect. They also explore the state of classical music and what they see as its role in the current moment. Our guests: Andreas Delfs, music director of the Rochester Philharmonic Orchestra Jeff Tyzik, principal pops conductor for the Rochester Philharmonic Orchestra Mike Cidoni, public relations and communications manager for the Rochester Philharmonic Orchestra ---Connections is supported by listeners like you. Head to our donation page to become a WXXI member today, support the show, and help us close the gap created by the rescission of federal funding.---Connections airs every weekday from noon-2 p.m. Join the conversation with questions or comments by phone at 1-844-295-TALK (8255) or 585-263-9994, email, Facebook or Twitter. Connections is also livestreamed on the WXXI News YouTube channel each day. You can watch live or access previous episodes here.---Do you have a story that needs to be shared? Pitch your story to Connections.

In this episode of Elevate Care, AMN Healthcare leaders JB Tanner and Taryn Coates to explore how Recruitment Process Outsourcing (RPO) offers a strategic, scalable solution for health systems navigating new builds and expansions. JB and Taryn break down a recent major project with a Southwest health system. The organization was planning a $200 million tower edition, requiring over 400 hires in just eight months. By leveraging a dedicated RPO team, they successfully recruited highly specialized pediatric roles while maintaining strict regulatory compliance. The results speak for themselves: 95% of critical roles filled ahead of deadlines, time-to-fill dropped from 78 to 47 days, and the health system saw $2.3 million in labor savings. Tune in to learn how an RPO partnership can seamlessly integrate with your internal talent acquisition team to drive efficiency, secure top talent, and keep your next expansion project on track and under budget. About the Guests JB Tanner is the Vice President of RPO at AMN Healthcare. With extensive experience in talent acquisition strategy, JB specializes in helping healthcare organizations build scalable recruitment processes that drive long-term success.LinkedIn/JBTanner Taryn Coates serves as the Vice President of Business Development at AMN Healthcare. She leads recruitment teams through complex hospital expansions, ensuring alignment with strategic timelines and organizational goals to deliver high-quality patient care.LinkedIn/TarynCoates. Sponsors: We're proudly sponsored by AMN Healthcare, the leader in healthcare staffing and workforce solutions. Explore their services at AMN Healthcare. Learn how AMN Healthcare's workforce flexibility technology helps health systems cut costs and improve efficiency. Click here to explore the case study and discover smarter ways to manage your resources!Discover how WorkWise is redefining workforce management for healthcare. Visit workwise.amnhealthcare.com to learn more.About The Show: Elevate Care delves into the latest trends, thinking, and best practices shaping the landscape of healthcare. From total talent management to solutions and strategies to expand the reach of care, we discuss methods to enable high quality, flexible workforce and care delivery. We will discuss the latest advancements in technology, the impact of emerging models and settings, physical and virtual, and address strategies to identify and obtain an optimal workforce mix. Tune in to gain valuable insights from thought leaders focused on improving healthcare quality, workforce well-being, and patient outcomes. Learn more about the show here. Connect with Our Hosts:Kerry on LinkedInNishan on LinkedInLiz on LinkedIn Find Us On:WebsiteYouTubeSpotifyAppleInstagramLinkedInXFacebook Powered by AMN Healthcare Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jason covers a wide range of topics from the Anton Daniels-Corey Holcomb beef to the best NFL head coaches of the Super Bowl era and whether Justin Herbert is benefiting from white privilege. Jason discusses the different paths of John Harbaugh and Mike Tomlin. It appears Tomlin will pass on coaching this season. Why? Are there personal issues he needs to address? Jay Skapinac joins to discuss Tomlin and whether he's among the top 20 head coaches of the Super Bowl era and why Rich Paul continues to believe he is on the same level as LeBron James. Anton Daniels explains to Jason his confrontation with Corey Holcomb. Did Daniels emasculate Holcomb? Shaun King anchors the show today, providing his take on Mike Tomlin, whether the RPO offense is on life support, Lamar Jackson, and Justin Herbert. Jam-packed show today; you don't want to miss it! ​​Today's Sponsors: GhostBed The GhostBed is truly the most incredible mattress you'll ever experience. Every GhostBed features advanced cooling technology that actively senses and adjusts to your body temperature, guaranteeing you'll never be too hot or too cold. Shop now and use my code FEARLESS at https://GhostBed.com/FEARLESS to get an extra 10% off your purchase! CBDistillery Over 90% of CBD users report better sleep. Better sleep makes everything easier. CBDistillery offers premium, third-party tested products, free of artificial dyes or fillers. With over 2 million happy customers and a 100% money-back guarantee, start your year right. Visit https://CBDistillery.com and use code FEARLESS for 25% off. Want more Fearless content? Subscribe to Jason Whitlock Harmony for a biblical perspective on everyday issues at https://www.youtube.com/@JasonWhitlockHarmony?sub_confirmation=1 Jeffery Steele and Jason Whitlock welcome musical guests for unique interviews and performances that you won't want to miss! Subscribe to https://youtube.com/@JasonWhitlockBYOG?sub_confirmation=1  We want to hear from the Fearless Army!! Join the conversation in the show chat, leave a comment or email Jason at FearlessBlazeShow@gmail.com Get 10% off Blaze swag by using code Fearless10 at https://shop.blazemedia.com/fearless Make yourself an official member of the “Fearless Army!” Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppression and prioritizing independent journalism. CLICK HERE to Subscribe to Jason Whitlock's YouTube: https://bit.ly/3jFL36G CLICK HERE to Listen to Jason Whitlock's podcast: https://apple.co/3zHaeLTCLICK HERE to Follow Jason Whitlock on X: https://bit.ly/3hvSjiJ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of “Fearless,” Jason explains that offenses in the NFL have become downright offensive. The final three games of the NFL playoffs highlighted the lack of offensive ingenuity. LeSean McCoy claimed that the Philadelphia Eagles' offense was limited because Eagles QB Jalen Hurts is incapable of executing exotic elements of different formations. Jason ponders whether we're watching the death of the RPO offenses. Danny Kanell joins Jason to discuss these topics, while answering the question of whether Aaron Rodgers or Mike Tomlin is worthy of another season in Pittsburgh. Kanell reveals whether he believes in Caleb Williams and if the 2025 Indiana Hoosiers are a historically great football team. Jay Skapinac is next up, discussing another Steelers playoff decimation before delving into the NBA world, sharing his thoughts on whether the Oklahoma City Thunder are what we thought they were and if the Lakers should trade Austin Reaves. Lastly, Jason gives his thoughts on reporter Lynn Jones-Turpin's viral clip praising Liam Coen's first season as head coach. ​​Today's Sponsors: ZBiotics  ZBiotics Pre-Alcohol Probiotic Drink is the world's first genetically engineered probiotic. It was invented by PhD scientists to tackle rough mornings after drinking. Go to https://zbiotics.com/FEARLESS now. You'll get 15% off your first order when you use FEARLESS at checkout. Relief Factor If you're living with daily aches and pain, Relief Factor might be the real deal for you too. Try the 3-week QuickStart today! Visit https://ReliefFactor.com or call 800-4-RELIEF. Want more Fearless content? Subscribe to Jason Whitlock Harmony for a biblical perspective on everyday issues at https://www.youtube.com/@JasonWhitlockHarmony?sub_confirmation=1 Jeffery Steele and Jason Whitlock welcome musical guests for unique interviews and performances that you won't want to miss! Subscribe to https://youtube.com/@JasonWhitlockBYOG?sub_confirmation=1  We want to hear from the Fearless Army!! Join the conversation in the show chat, leave a comment or email Jason at FearlessBlazeShow@gmail.com Get 10% off Blaze swag by using code Fearless10 at https://shop.blazemedia.com/fearless Make yourself an official member of the “Fearless Army!” Support Conservative Voices! Subscribe to BlazeTV at https://www.fearlessmission.com and get $20 off your yearly subscription. Visit https://TheBlaze.com. Explore the all-new ad-free experience and see for yourself how we're standing up against suppression and prioritizing independent journalism. CLICK HERE to Subscribe to Jason Whitlock's YouTube: https://bit.ly/3jFL36G CLICK HERE to Listen to Jason Whitlock's podcast: https://apple.co/3zHaeLTCLICK HERE to Follow Jason Whitlock on X: https://bit.ly/3hvSjiJ Learn more about your ad choices. Visit megaphone.fm/adchoices