Podcasts about rpo

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.

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

Lorena Prego es líder en contratación global y fundadora dePrometeo Talent, una agencia de reclutamiento internacional queayuda a empresas a contratar talento tecnológico de primer nivel enLATAM y Europa.Con más de 20 años de experiencia en recursos humanos,reclutamiento tecnológico y consultoría empresarial, ha lideradomás de 5,000 contrataciones exitosas y construido una red de másde 200,000 profesionales verificados.Su equipo 100% remoto opera en más de 20 ciudades y 3continentes, ofreciendo soluciones personalizadas como RPO,búsqueda ejecutiva y reubicación para startups en rápidocrecimiento y organizaciones globales.Lorena también enseña Adquisición de Talento y Estrategia deRecursos Humanos en la Universitat Pompeu Fabra de Barcelona yparticipa frecuentemente en podcasts, charlas y eventos delsector, donde comparte conocimientos sobre contratación global,marca empleadora y gestión de equipos remotos.personas y talentos ySu pasión es la contratación centrada en las construir conexiones significativas entre grandes empresascon visión de futuro.Webprometeotalent.com

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

Chargers Offensive Explosion Incoming? Mike McDaniel, Chris O'Leary & Ryan Ficken BREAK IT DOWN! The Bolts just assembled a superstar coaching trio that could transform Justin Herbert and the entire roster in 2026! Former Dolphins HC/now OC Mike McDaniel, new DC Chris O'Leary, and Special Teams Coordinator Ryan Ficken went OFF in this must-watch press conference. Why This Trio is MUST-WATCH:Mike McDaniel (OC): The offensive mastermind behind some of the NFL's most explosive units. With the 49ers, he helped engineer a top-tier rushing attack (averaging 131+ yards/game in key seasons). As Dolphins HC, he delivered top-10 offenses, including a league-leading 401+ yards per game in 2023. Now he's scheming for Justin Herbert — expect creative plays, RPO mastery, and big plays galore! Chris O'Leary (DC): The young defensive genius (just 34!) who helped lead the Chargers to the NFL's #1 scoring defense (17.7 points allowed per game) in 2024 as safeties coach. Coached Derwin James to another Pro Bowl & All-Pro level. Fresh off HC/DC experience — this defense is about to get nasty! Ryan Ficken (STC): Special teams wizard who turned the Chargers unit elite — league-high 97.2% kick conversion rate and NFL-best 13.7-yard punt return average in his early seasons. Consistent excellence from the Vikings to LA! This group brings creativity on offense, stifling defense, and hidden-yardage dominance on special teams. Is this the year the Chargers finally contend? Drop your bold predictions below Will McDaniel unlock Herbert's MVP ceiling? Can O'Leary build a top-5 defense? Watch until the end for the most fire quotes from the presser!#Chargers #LAChargers #MikeMcDaniel #ChrisOLeary #RyanFicken #JustinHerbert #BoltUp #NFL #Football #ChargersFootball #McDanielOffense #OLearyDefense #SpecialTeams #NFL2026 #HerbertMVP The Los Angeles Chargers coaching staff is officially hitting the ground running for the 2026 season! ⚡️ In this exclusive look at the Day 1 rookie minicamp press conferences, we hear directly from the three coordinators leading the charge under Head Coach Jim Harbaugh.What's Inside:Mike McDaniel (Offensive Coordinator): Hear McDaniel's vision for unlocking Justin Herbert's full potential and why he believes the elite QB is set for the best football of his career.Chris O'Leary (Defensive Coordinator): O'Leary breaks down his philosophy on building a competitive defensive culture, his excitement to work with veterans like Khalil Mack, and his impressions of rookie standout Akheem Mesidor.Ryan Ficken (Special Teams Coordinator): The returning special teams guru discusses the influx of young talent, the impact of LB Del'Shawn Phillips, and expectations for Derius Davis in the return game.Stay tuned for more updates from The Bolt as the team prepares for the 2026 NFL season!Don't forget to LIKE and SUBSCRIBE for the latest Chargers news, highlights, and press conferences!#Chargers #BoltUp #NFL2026 #JustinHerbert #JimHarbaugh #MikeMcDaniel #ChrisOLeary #RyanFicken #ChargersNews #NFLOffseason #RookieMinicamp

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

Send us Fan MailQuiet failures are the ones that scare me most, and enterprise AI creates a brand-new way for them to spread. If a chatbot becomes the “trusted employee” everyone relies on, a slow drip of bad documents, outdated procedures, or deliberately manipulated data can poison decisions for months without a single red flag. We break down what that looks like in real organizations, why it differs from the Hollywood version of a hack, and how the business impact shows up as confident misinformation rather than obvious outages.We also dig into the difference between data poisoning (deliberate manipulation) and data pollution (accidental garbage at scale), then connect it to retrieval augmented generation (RAG). RAG is powerful because it answers from your internal knowledge base, but that same knowledge base becomes the attack surface and the “source of truth” the model won't question. I share practical steps you can take right now: audit what your AI actually trusts, map the full AI contact surface across workflows and repositories, treat the AI pipeline like an untrusted vendor, and assign a named owner for accuracy and security.Then we shift into CISSP Domain 1 practice with exam-style questions that force real trade-offs: using annual loss expectancy (ALE) to recommend a risk treatment to the board, applying NIST RMF guidance even when controls are inherited through FedRAMP, handling an ethics dilemma under the ISC2 Code of Ethics, spotting the biggest BCP gap when RTO and RPO targets collide with backup frequency, and explaining why HIPAA compliance does not automatically equal GDPR compliance for EU citizen data.If you're studying for the CISSP or you're building security controls around AI and cloud systems, this one is built to sharpen both your judgement and your test readiness. Subscribe, share this with a friend who's deploying AI internally, and leave a quick review so more CISSP candidates can find the show.Gain exclusive access to 360 FREE CISSP Practice Questions at FreeCISSPQuestions.com and have them delivered directly to your inbox!  Don't miss this valuable opportunity to strengthen your CISSP exam preparation and boost your chances of certification success. Join now and start your journey toward CISSP mastery today!

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.

Diane Prince walked into staffing with zero recruiting experience and one specific intention: build a business she could scale and sell. Six years later, she sold her staffing agency for $28 million.

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

Zander Krause joins Dan Sileo to break down Jalen Hurts' contract reality — no guaranteed money after this season. ZK argues the Eagles haven't started 'life after Hurts' yet but they're more open to it than ever. Plus: Howie Roseman's stubbornness on the AJ Brown trade, the backup QB style debate, RPO usage declining league-wide, and why the Eagles need to draft offensive linemen in the first two rounds.Privacy & Opt-Out: https://redcircle.com/privacy

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.

Welcome to "The Locker Room" with "Hometeam" Brandon Leak, John Michaels and former Atlanta Falcon Brian Finneran. The 8 O'clock hour is brought to you by Central Heating and Air, One of the few second generation locally owned HVAC companies in Atlanta. With Central, you're not just a number, you're a member of the family. The guys discuss the close loss for the Hawks against the Knicks and the other big headlines to start the hour, and then John Michaels leads the conversation about the hot topics surrounding college football in today's RPO.See omnystudio.com/listener for privacy information.

Jason Cole joins The National Football Show to break down the Jalen Hurts situation from the locker room perspective. The RPO quarterback shelf life is real — Cam Newton, Lamar Jackson prove it. Tom Brady's secret sauce was being a great teammate. And developing play callers is harder than anyone thinks.Privacy & Opt-Out: https://redcircle.com/privacy

In this FocusCore podcast episode, host David Sweet interviews Matt Best, a Japan-based global talent acquisition leader with 25+ years' experience across executive search, in-house TA, and transformation. Matt argues that the TA function should be a core business discipline tied to revenue, not an administrative HR function, and describes recurring “master–servant” dynamics in both agencies and in-house teams that prevent consultative advising. He explains his hybrid offering of retained executive search and “Talent Acquisition as a Service” (TAaaS), a temporary internal headhunting model that combines delivery with advisory work, capability-building, and direct sourcing, distinct from traditional RPO's process-heavy “extra hands.” They discuss Japan-specific hiring realities requiring trust, networking, and softer outreach rather than LinkedIn-driven approaches, guidance for SMEs scaling fast, and the TA traits he hires for, especially business inquisitiveness and solution selling. Matt predicts AI will rapidly automate transactional TA work, shifting value toward strategic, high-touch stakeholder advisory and TA operations governance.The 2026 FocusCore Salary Guide is here: 2026 Salary GuideIn this episode you will hear:The unique challenges and solutions in talent acquisition across global marketsTransitioning talent acquisition into a core business disciplineThe role of culture and relationship-building in Japan's recruitment landscapeHow Talent Acquisition as a Service (TAaaS) is shaping hiring strategiesNavigating the complex dynamics between agencies and internal teamsProfiling innovative recruitment frameworks used by top financial firmsAbout Matt:Matt Best is a global talent acquisition leader with over 25 years of experience across agency executive search, RPO, and transformation roles. He believes talent acquisition is not an admin function, but a core business discipline closer to go-to-market sales than HR, as hiring decisions directly shape revenue, opportunity, and growth. Originally from North England, Matt has been based in Japan on and off since the early 2000s, beginning his career in London before moving to Tokyo.He has built high-performing recruitment teams serving firms such as Goldman Sachs and Morgan Stanley, and later moved in-house at Morgan Stanley, scaling technology hiring across Japan and Asia. He then joined RBS, recruiting across 11 countries from Australia to India, before helping design a trailblazing internal executive search function for Corning Inc. across APAC, which was later rolled out in the US.In 2014, Matt founded Best Practices to help organizations run talent acquisition as a revenue-enabling function. Now back in Japan, he advises on retained executive search and project-based talent acquisition as a service, supporting projects ranging from FinTech scale-ups to APAC market entry and post-acquisition C-suite builds.Matt is also a father of three, which he describes as his most complex operating model to date.Connect with Matt:LinkedIn: https://www.linkedin.com/in/matthewbest/Best Practice: https://best-practice.co/Gig RPO: https://gigrpo.com/homeConnect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/Twitter: https://twitter.com/focuscorejpFacebook: :https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/Website: https://www.japan.focuscoregroup.com/This podcast was proudly produced by Lisa Yasuda.“Doin' the Uptown Lowdown,” used by permission of Christopher Davis-Shannon. To find out more, check out www.thetinman.co. Support independent musicians and artists.

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.

Podcast Summary In this episode of DSC's Campfires, host Larry Weishuhn sits down with his long-time friend and fellow outdoorsman, Johnnie Hudman. The two swap stories about Johnnie's recent outdoor adventures in South America, focusing heavily on an action-packed fishing trip for massive Golden Dorado on the border of Uruguay and Argentina. They also discuss high-volume dove hunting in Argentina and look ahead to Johnnie's upcoming safari in South Africa. The episode features host Larry Weishuhn interviewing his long-time friend Johnnie Hudman. Johnnie recently traveled to the border of Uruguay and Argentina to fish for Golden Dorado. The group fished below a large electric dam in very swift water. Golden Dorado are described as beautiful, bright gold fish that resemble a 50-pound golden shiner minnow. The fishing was so physically demanding that the anglers only fished for about two and a half hours at a time. They used baitcasting reels and medium-weight rods with heavy eight-ounce sinkers, large hooks, and double steel leaders. The group caught many fish in the 30 to 40-pound range, which far exceeded Johnnie's initial goal of catching a 20-pounder. Golden Dorado are not considered good to eat, but the group did catch and eat large piranhas weighing up to four pounds. The trip also included high-volume dove hunting in Argentina, where they stayed at a historic 1912 horse ranch. One of the hunters in the group shot 1,000 doves in a single day. Johnnie is currently preparing for an upcoming trip to South Africa to hunt dangerous game. During his African safari, he plans to use mouth calls to try and call in predators like jackals, caracals, and potentially leopards. Listeners interested in booking a similar South American trip are directed to look into River Plate Outfitters. Over the years River Plate Outfitters has grown into one of the largest outfitting companies in South America, offering the most prestigious wingshooting and fishing programs in Brazil, Uruguay and Argentina. For over two decades RPO has been leader in Uruguay and Argentina Mixed Bag Shoots. Today, it controls over 80% of the best shooting grounds for all three species in the privileged Entre Rios south, only a 3-hour drive from Buenos Aires. RPO offers top quality in all of its destinations, and shows continuous effort for innovating in its service, fishing programs and staff training. Its service is up to the standards that American anglers and shooters have come to expect. RPO has the experience, local connections and backcountry savvy to provide an unparalleled fishing and/or hunting adventure. Outfitter Information https://www.riverplateoutfitters.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

We break down Oracle's Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower. We hash over Oracle's remaining performance obligations (RPO) of $553B, up 325% year over year, and discusses how heavy data center capital expenditures are pressuring free cash flow (over $11B negative) and contributing to slower constant-currency EPS growth (16%) versus revenue.Finally review guidance, including a $90B revenue outlook for FY2027 implying 34% growth, and share expectations for 30%+ growth with a longer-term view that Oracle could approach $200B in annual revenue by 2028. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:Chapters:00:00 Oracle Earnings 01:58 Q3 Highlights RPO Surge03:08 Cloud Segments Explained03:39 EPS Versus Revenue04:50 Guidance And Outlook06:44 200B Revenue Thesis08:28 CapEx And Cash Flow10:44 Debt Raise And Balance SheetIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #oracle #ORCLstock #chipstockinvestor #datacenters #AI infrastructureNick and Kasey own shares of Oracle

In today's Cloud Wars Minute, I explain why Oracle's massive RPO growth proves demand for AI infrastructure is real, not a bubble. Highlights 00:00 — For the last several weeks, we've all been hearing gloom and doom, there's going to be AI overcapacity for data centers, and then talking about all these things that Oracle can't do. I want to talk about this in the context of Oracle's terrific Q3 numbers that came out earlier this week. I hope what they'll do as a residual effect is shut the pie holes of some of these just lame-brain skeptics . 01:15 — So I hope some of those people either be quiet, get off to the sidelines, or maybe think a little bit more about how the world is changing, and the tech vendors, especially the ones in the Cloud Wars Top 10, have to change to meet these new times. So let me describe some of what's behind that in these big numbers from Oracle. 01:38 — Like I said, there is RPO, remaining performance obligation, up 325%. It added $29 billion of new RPO in the quarter. The cloud business, 44%. It's $8.9 billion, very, very strong there. Inside some of those numbers, its multicloud database up 531%. It's a huge jump. That's where Microsoft, Amazon, and Google Cloud all sell the Oracle database to their customers. 02:22 — So a big, big business there, the AI infrastructure business overall up 243%, and the RPO is now up $553 billion, well over half a trillion dollars of contracted business that Oracle has not yet recognized as revenue. So it shows enormous growth for the future. Yet in spite of all these things, we've heard relentlessly from these Chicken Little types. 03:04 — First, that there's an AI data center buildout. This is all a bubble. It's going to explode. There's all these hundreds of millions of dollars in CapEx chasing a dream that will never happen. We've heard a lot about that Oracle, which earlier this year said it's going to use debt financing to fund its data center expansion. That that's terrible. 04:18 — Oracle's wildly profitable. It's in great shape on this. There are still other cry babies who are running around saying that the new CEOs aren't ready to handle this. They were supremely in charge on this earnings call, very, very clear, concise descriptions of the strategy and what's going forward. 05:02 — Now, looking ahead this fiscal year, which ends May 31, Oracle's projecting total revenue $67 billion. A year out from that, fiscal 27, it's projecting total revenue for the company of $90 billion. So the whole company growing 34%, turbocharged by what it's doing in the cloud and AI. This is an extraordinary time to be alive. Don't listen to the doom and doomsday folks. Visit Cloud Wars for more.

Oracle (ORCL) managed to keep mostly bullish optimism among analysts following earnings even though some cut price targets. Marley Kayden notes the guidance backed by a staggering $553 billion in RPO as a focal point in the print, highlighting ways Oracle is picking up speed in the AI trade. Prosper Trading Academy's Scott Bauer takes investors through an example options trade for Oracle. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Oracle (ORCL) boasted a jaw-dropping $553 billion RPO and beat on its top and bottom line in earnings. Cloud revenue also came in above Wall Street estimates, as did guidance, which the company sees hitting $67 billion for the fiscal year and $90 billion for the following year. Marley Kayden, Sam Vadas, and Alex Coffey analyze the highly anticipated report and weigh what it means for data center, cloud, and the overall AI outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 Oracle's projected Q3 numbers and the explosive growth of its cloud and AI infrastructure business. Highlights 00:02 — Tomorrow, March 10, Oracle releases its Q3 numbers. I think these will be some of the most interesting we see from any of the Cloud Wars Top 10 companies, because relative to Oracle's size, its growth rates are up near the very top, and its RPO growth has been absolutely astronomical. 00:58 — So you might think of it as pipeline or backlog. This is money that's again fully contracted. It is not yet recognized as revenue, but it's an indication of where customers in the future are putting their hearts, minds, and wallets. I'll take a look at some key numbers for Oracle and compare the Q2 results with my Q3 projections. 02:02 — So for Q2, Oracle's RPO grew in Q2 over Q1 $68 billion. It had some huge deals in there with Meta and NVIDIA. It'll still do very well adding another $59 billion to its RPO. Now we look at its cloud revenue. For Q2 it was a total of $8 billion, up 34%. 03:13 — The OpenAI deal is massive, probably around $300 billion, but there's a lot more in there beyond that $300 billion. Oracle is emphasizing that it has a wide-ranging cloud infrastructure and AI infrastructure business that includes traditional moves from on-premise to cloud and other services beyond the OpenAI deal. 04:06 — Google Cloud hit almost $18 billion in its quarter. Now Oracle is almost half the size of Google Cloud, but it's got this tremendous backlog of future business because of capabilities around AI training, AI inferencing, and its core businesses as well. Visit Cloud Wars for more.

This podcast brought to you by: "Career Intelligence Weekly" - the newsletter that tracks the invisible job market for smarter career decisions. https://newsletter.jimstroud.com In this episode: At a recent conference, I sat down with recruitment marketing expert Jim Durbin, also known as the “Indeed Whisperer.” With 25+ years in staffing, headhunting, RPO, and internal TA, Durbin shares blunt insights on how hiring really works. We discuss why recruiters underuse Indeed's resume database, why mass-applying with AI-generated resumes can hurt job seekers, and whether “ghost jobs” are as common as people think. Durbin also explains why both companies and candidates share responsibility for fixing today's broken hiring experience. A candid conversation about recruiting myths, job search strategy, and how respect and intention can improve hiring on both sides. Connect with Jim Durbin: https://www.linkedin.com/in/jimdurbin/ Learn more about your ad choices. Visit megaphone.fm/adchoices

I can't keep making $40,000. That's what Larissa Gerlach told her manager in year one of recruitment. She was making 200+ calls a week. Hitting the activity metrics. Doing everything she was told to do. And still unsure whether she would make it. Three years later, she was President's Club. Soon after, the CFO of a private equity-backed recruiting firm emailed her: “What are you doing — and how do we replicate it across 25 offices?” That question became a national recruiter training programme. And it reveals a bigger truth: Most recruitment agencies believe in training. Very few build a system that consistently produces top billers. This episode answers one critical question: Why do most recruiter training programmes fail — even when activity is high? In this conversation, Larissa breaks down: • The 200-calls-per-week discipline that changed her trajectory • Why knowledge doesn't translate into live performance • What a real training playbook looks like — from binder to LMS • Why daily role plays accelerate billings • The three reasons founders struggle to build structured training • Why cohort-based learning outperforms one-to-one onboarding • How to reduce ramp-up time and build $2M+ billers If you're building a recruitment agency and want consultants billing faster, progressing quicker, and performing consistently, this is a masterclass in building performance systems. Chapters Chapters 00:00:00 Introduction 00:03:56 From fashion sales to recruitment after the 2009 recession 00:08:37 The $40,000 first year and the meeting where she nearly quit 00:12:35 Why most recruiters struggle in year one — and what actually starts to click 00:22:15 The 200-calls-per-week discipline that separated her from everyone else 00:25:25 “You always heard Larissa's voice” — building momentum through visible activity 00:26:07 The CFO email that led to building a national sales training programme 00:28:17 What the playbook actually looked like — from three-ring binder to full LMS 00:35:51 Why daily role plays create elite performers 00:41:38 Why role plays aren't just for new starters — they should run your entire career 00:44:14 The deliberate moves she made before launching her own firm 00:47:41 Why Vibrant Talent works retained and RPO only from day one 01:05:49 The three reasons most founders struggle to train their teams 01:10:29 Why group cohorts outperform one-on-one onboarding Resources & Tools Mentioned Want a structured 18-week recruiter training system for your team?

Daniel Chamberlain and Coach Kenny Simpson open with February coaching updates, including state conventions, the coaching carousel, and clinic season, and discuss the difference between social/job-networking clinics and scheme-intensive clinics. They share an Abraham Lincoln discipline quote and relate it to the GWAT 100 February mileage challenge. Kenny promotes his books (Complete Guide to Buck Sweep from the Shotgun and O-10 to 10-0), the Gun-T system update (7.0), and the move of Gun-T resources to gunteesystem.com, then lists upcoming Gun-T clinics (Sacramento, Houston, Ohio, Boston, and a newly added Tampa clinic March 20–21). Daniel promotes the 4-2-5 Defense Clinic in Boston (March 13–14), possible Naples, Florida dates, speakers including Brady Bradbury and a Massachusetts state-championship coach host, and notes early-bird pricing and hotel deadlines. The main topic is in-game adjustments: defining them as planned, built-in counters to unexpected looks or opponent changes (personnel, fronts, coverages, or targeted matchups), not desperation play-calling. They emphasize preparing adjustments in the offseason, keeping a small, concept-based system with tags, practicing answers during the week, assigning coaches specific “eyes” (front, back end, formations, fits), and communicating clearly between drives and at halftime, with great coaches adjusting in real time. Examples include flood-and-go, pop pass, false pulls, and formation changes when opponents struggle to align. They discuss evaluating adjustment ability (between drives vs halftime vs “we'll fix it next week”), and the importance of writing down halftime plans. A “situation of the week” covers facing an unexpected bear front after preparing for two-high; Kenny explains abandoning dead scripted calls, using numbers/space and built-in tools, and coordinating quick conversations with line and QB coaches to adjust run game, protections, and pass/RPO answers before the next series. They close with sponsor mentions (Aport video boards and fundraising, Winning Edge Performance Analytics, Blended Threads), and share where to find them and the podcast on social media.00:00 Welcome + February Coaching Carousel & Clinic Season00:30 State Conventions: Networking, Gossip, and What Clinics Are Really For02:55 Quote of the Week: Discipline (Lincoln) + Team Themes Update04:14 G-Watt 100 Challenge: Discipline in Real Life05:42 Books, Gun-T System Updates, and New Website Resources07:56 Upcoming Clinics Tour + 4-2-5 Boston Details12:45 Today's Topic: What Are In-Game Adjustments?19:03 Why In-Game Adjustments Matter (Neutralize Strengths, Exploit Weaknesses)24:39 How Great Coaches Adjust: Between Drives, Halftime, and Preparation30:16 Practical Steps: Defensive Adjustment Process (Don't Chase Ghosts)31:29 Defensive End-Game Adjustments: Stop the Star, Pressure the Backup QB33:03 Offensive Built-In Answers: Tags, Flood-and-Go, and Planning for Counters34:08 Practice Like Friday: Scout-Team Freedom & Midweek Adjustment Reps35:51 Coach's Eyes & In-Game Communication: Assigning Keys and Spotting Trends36:50 Halftime Case Study: Real Adjustments vs Desperation Calls38:24 Pregame Film Study & Learning from Officials' Keys41:46 Write It Down: Call Sheets, Walking Halftime Meetings, and Staying Organized43:15 System Design: Modular Tags, Communicable Calls, and Player Ownership49:11 Situation of the Week: Too-High to Bear Front—Immediate Game-Day Response55:37 Sponsors, Clinics, Where to Find Us, andDaniel Chamberlain: @CoachChamboOK ChamberlainFootballConsulting@gmail.com chamberlainfootballconsulting.com Kenny Simpson: @FBCoachSimpson fbcoachsimpson@gmail.com FBCoachSimpson.com

Episode 274- State Police RPO Cover-Up  Also Available OnSearchable Podcast Transcript Gun Lawyer — Episode Transcript Gun Lawyer Transcript – Episode 274 SPEAKERS Teddy Nappen, Evan Nappen, Speaker 2 Evan Nappen 00:17 I’m Evan Nappen. Teddy Nappen 00:19 and I’m Teddy Nappen. Evan Nappen 00:21 And welcome to Gun Lawyer. So, our good friend, John Petrolino, who writes about many, many important topics, particularly as well concerning New Jersey, has an article that was in Bearing Arms. And I want to talk about what he’s raised here. The article’s title is “New Jersey State Police Tight Lipped Over Retired Police Permits”. (https://bearingarms.com/john-petrolino/2026/01/21/new-jersey-statepolice-tight-lipped-over-retired-police-permits-n1231288) So, what John has done is he’s used the New Jersey form of OPRA (Open Public Records Act), the Freedom of Information Act, asking the authorities in New Jersey for the number of permits issued to retired police officers. Evan Nappen 01:15 You may recall the then Attorney General Platkin did put up that dashboard and released the data of public statistics regarding carry permits, the number of permits issued. There’s been over 92,000 approved applications for carry permits in New Jersey, and of those approvals, 64,000 are non-expired permits. Now it’s interesting that the State puts out that data, but they don’t put out the data as to the RPO permits. The Retired Police Officer permits, and we want to find out how many folks carry that are not law enforcement, right? That are civilian. And let’s face it, Retired Police Officers are still civilians, even though they were formerly law enforcement. Originally carry was outside of being law enforcement and outside of New Jersey’s insane carry permit system back then, where you had to show “justifiable need”, which, as you may recall, meant showing of urgent necessity. This meant showing that a gun was necessary for you to defend yourself from death or serious bodily injury and that carrying a handgun was the only means that could do it. I mean, it was a standard that was so extreme that basically, if you’ve been shot and killed, you then qualified for a New Jersey carry permit. Evan Nappen 03:08 Now that went away thanks to the Bruen decision, and New Jersey jumped from less than 600 carry permits to now 64,000 valid permits and 92,000 valid, approved permits. But it does not include the RPOs. Now, RPOs had the ability to carry before Bruen, and during that time period when regular old civilians who weren’t retired law enforcement could not defend themselves with a firearm and carry in that manner, right? They were deemed to have to be victims instead of defenders. But now, for some reason, the State Police and such will not release the number of RPO permits. We’re not asking for names. John went forward here, and he didn’t ask for names. He didn’t ask for anything. He just wants to know how many? How many of the RPO permits are out there as well. This should be looked at in the aggregate with all the other carry permits that are out there, and yet that doesn’t happen. Page of 1 8 Evan Nappen 04:25 In December of 2025, John sent a request for the number of RPO permits, and it was denied. And the request was denied weirdly and strangely for reasons that just don’t make any sense. And I’m going to tell you. It makes you wonder, why is there a cover up? The reason they denied it, the reason the State Police have put in writing for the denial. Well, get a load of this. “Improper and Overbroad” was the main reason. Can you believe that the information is supposedly improper and overbroad? Why would wanting to know a statistical fact such as the number of RBO permits be considered overbroad? And why would it be considered in any way improper? It is strictly information. It is based on a record. It absolutely should be released. Evan Nappen 05:52 How come they are releasing the numbers for civilian carry permits, right? The 92,000. How come that’s not “improper and overbroad”? No, the Attorney General does it. Go ahead. Why? Tell me. Why do you think? Teddy Nappen 06:10 So, going back to because John also, if I recall, broke the story about denials where, what was it? Blacks were five times more likely to be denied to their carry. Evan Nappen 06:22 Yes, institutionalized racism. That exists in New Jersey. Teddy Nappen 06:31 So, add into the fact that you have the, well, here’s the trick. The Left have always been anti-police. That is a fact. They were the ones that wanted to defund the police. They were the ones for that. So, now we have the first factor of showing the absolute racism of the gun laws. But also the fact that they were supporting the only carry which, by the way, how much you want to bet they were all for the RPOs under all the Democrat Governors who allowed those carries to come into play. How much of that look, if it shows that there’s this massive amount of RPOs being issued. And because the Left are Marxists who absolutely hate police and hate law and order, this would make them look like absolute elitists and hypocrites. Evan Nappen 07:19 So, the fear is that, arguably, in the defund the police mentality, that if retired police are being armed, they don’t want any police armed, even if they’re retired, because of the perceived threat that they put out there that law enforcement creates toward minorities. In their view, not in my view. Not in my view. It’s the opposite. I mean, the fact is, they’re out there as protectors, defenders of the good people of our State. Every retired officer is somebody who’s not only armed, but also is experienced in armed defense, having served as a law enforcement officer. They’re a resource. They’re a positive benefit to our society. Yet, they’re probably scared of the politics. I mean, why else? What? There’s nothing about it that makes it “improper”. And it sure isn’t “overbroad”. It would be overbroad, maybe, if you want to know the name and address and Dox every carry RPO that’s out there. That’s not being requested. We just want the damn number. How many RPO carry permits? Teddy Nappen 08:41 Page of 2 8 It honestly reminds me, Dad, of that poster you had hung up. It was the joke where it shows if the Left could rewrite the Second Amendment. And I think, and I remember, you remember that. They crossed out, remember, they crossed out militia. And it says, like, military and police, employed police only. We’re kind of that logic where like, well, they’re not in the service, so why should they be armed? Not because there’s massive doxing websites, and that’s why ICE has to have their mask on for that exact reason. But. Evan Nappen 09:17 Exactly. Well, the fight is still ongoing and the question is raised. Why not just give us the number so we all know? And I would like to see a huge number of RPOs. I hope there’s lots of them out there. The more trained law-abiding folks that have firearms, the safer we are. And retired police are perfect in that regard. That’s exactly what we want to see. So, whatever their basis is, it just creates more of a conspiracy, and it just politicizes it so unnecessarily. It’s ridiculous. Release the number. Let us know. Let’s join in showing how many armed folks are out there. Maybe that’s another reason. They’re afraid that if that number, you know is even more, now, more and more people are carrying and suddenly the BITS argument they love to make right? Blood In The Streets. BITS. There’ll be blood in the streets with civilian carry, you know. No, it didn’t happen. And it’ll be the Wild West. It’s not the Wild West. And look at how many folks have carries when you combine the numbers. Maybe they’re afraid of that political aspect. But, you know, we have a right to know these numbers. It’s not a secret. It’s not improper. It’s not overbroad. Just let us know, and we deal with the facts. Evan Nappen 10:47 I also want to bring a couple very interesting things out that I’ve recently learned about. An important one here is the old “Bang or Bong – You can’t have both”. Well, shortly, at least a greater degree, you may be able to have both because President Trump, through his administration, folks, keep that in mind. Through the Trump administration, they have proposed, through ATF, revision of their regulation concerning the interpretation of what a “user of drugs” as a disqualifier, what it means. You know, for almost 30 years, ATF has said they treat even a single incident, a single past admission of marijuana use, or a failed drug test, or one misdemeanor marijuana conviction as evidence of a person being an unlawful user. They have now put forward an administrative reg that when it becomes finalized, which should be happening within the next few months, it will make it so that those things no longer will be deeming a person “an unlawful user”. And this should be of great help. Evan Nappen 12:25 From an article in AmmoLand, written by Dean Weingarten, which is entitled “ATF Finally Admits: One-time Drug Use Isn’t Grounds to Strip Gun Rights.” (https://www.ammoland.com/2026/01/atf-finally-admitsone-time-drug-use-isnt-grounds-to-strip-gun-rights/) It makes it really interesting here regarding that. In 2025, NICS denied 9,163 firearm transfers under the “unlawful user” category, okay? So, in other words, denials, denials of over 9,000 transfers, more than half of those denials, more than half, were single-incident drug inferences. Well, under this rule, those will no longer be denials. That’s over what? Four thousand people that will not be denied their gun rights, just in that one year, no less. Of people being denied over this nonsense. And furthermore, in this article, ATF admitted that 8,893 cases, it declined to investigate, prosecute, or retrieve firearms because of a single-drug incident. So, they’re denying individuals and not prosecuting. Yet, they’re using it as a base for denial. So, finally, we’re getting a reg of common sense that clears it up. Evan Nappen 14:05 Page of 3 8 And it even, to me, appears to go further. Now this may take a little bit more analysis, but in my reading of the reg, and I’m going to have to see how it pans out, it also talks about those that use drugs that are lawfully prescribed. That becomes an exemption. I’m going to be looking further into whether this reg also directly impacts individuals with a medical marijuana card. Because if it’s prescribed and it’s legal in the state and it’s by a lawful prescription, then maybe that, too, gets covered by this new regulation. It remains to be seen, but it sure seems like it. So, this is good. It progress in the right direction of helping protect our gun rights. And, of course, it’s happening under the Trump administration. It didn’t, this didn’t happen under, you know, the senile sock puppets for years. This is Trump, and yet it’s in the area of marijuana. I mean, oddly, it’s going to essentially remove what got Hunter Biden in trouble, you know. Now, of course, I don’t think he had a single individual use, but still. It’s that disqualifier that’s being addressed by the Trump administration. Evan Nappen 15:40 I also want to point out something that caught my attention, and I think it is just great when something illustrates the absurdity of the gun laws. As you know, we’re fighting over with the big, beautiful lawsuit with NFA over suppressors. Of course, there’s no more $200 tax, which is nice, and they have made it much more efficient online to be able to get federally registered through the National Firearm Act, when acquiring suppressors. And I appreciate the progress, but we all know that there shouldn’t be any NFA at all. It shouldn’t exist. There should be no registration of suppressors or silencers. And it’s so stupid the way silencers are regulated. And I just love this. Apparently, this fellow here, regarding the National Association for Gun Rights, registered a potato as a suppressor. That’s right, a potato. (https:// www.facebook.com/share/v/1Aadb9chUS/) It’s the classic potato silencer that they used to be, mythologically, I guess, accredited to the IRA even. A potato on the end of a gun will act as a suppressor, and to a certain degree, it does. So, he registered a potato, an actual potato, as a suppressor, and then proceeded to utilize it. The only problem with the potato silencer is it’s good for about one shot, and then you end up with a lot of mashed potatoes after you use it. But there you go. They did, in fact, register the potato as a silencer. Teddy Nappen 17:31 There’s a slang term for it, too it’s called a Paddy can. Evan Nappen 17:35 There you go. A Paddy can. Well, he registered a Paddy can. And you know, ATF, also, in the past, registered a shoelace as a machine gun, because you could wrap it around the trigger and the bolt. Then you could do a quasi bump fire deal with it. So, there is a bona fide, if you go on the internet, see a bona fide ATF registered shoelace as a machine gun. We have potatoes as silencers, and I think it illustrates just how stupid the NFA is. Evan Nappen 18:07 Hey, let me tell you about our friends at WeShoot. WeShoot, as you know, is a range where Teddy and I both shoot, and they have been lately featuring some biographies of their instructors. You see, WeShoot has fantastic instructors, and one of their instructors that they’ve taken a focus on is Todd Friedman. Now, their instructors are fantastic and Lieutenant Todd (Retired) is an elite tactical instructor at WeShoot. He has over 25 years experience with the Ocean County Prosecutor’s Office. And he didn’t just serve there. He commanded. He was Special Operations Group, Range Master, PTC Certified Range Instructor. His training and background is really something. He’s completed all the advanced coursework and tactical shot sub gun, tactical rifle, tactical narcotics operations. He is an amazing guy, Page of 4 8 and this is just one of the many fantastic instructors at WeShoot. WeShoot is the place to go. Todd, by the way, also served as a Sergeant First Class in the New Jersey National Guard and supporting the prestigious 82nd Airborne Division. So, this is the kind of guy you want training you, you know, and we shoot has these fantastic trainers. You can take advantage of this by belonging to WeShoot. You can take these courses and really, really learn and hone your skills. You need to check out WeShoot at weshootusa.com, weshootusa.com. It’s a beautiful range right there in Lakewood, conveniently located easy to get to, right off the Parkway, right there in Central Jersey. You have this fantastic resource of a range. So, make sure you check out WeShoot. Evan Nappen 20:24 And of course, our friends at the Association of New Jersey Rifle & Pistol Clubs have been very busy. They’ve been battling in the courts. We should see some more progress there, and I’ll be reporting on that. They’ve been keeping an eye on what’s going on in Trenton and letting us know about these fights we’re fighting. We’ve made an impact. We’ve made an impact. But man, it is a tough slog. And without the Association, we would be even worse. So, make sure that you join the ANJRPC.org, the Association of New Jersey Rifle & Pistol clubs. anjrpc.org. They are the premier gun rights group in New Jersey. You need to be a member. You’ll get the email alerts, and you’ll stay on top of what is going on in the crazy state of New Jersey, where the fun just never ends when it comes to oppression of our rights and the fight for our liberties. Evan Nappen 21:22 And by the way, this is where I shamelessly promote my book New Jersey Gun Law, which is the Bible of New Jersey gun law. You’ve got to get a copy. Go to EvanNappen.com. It’s over 500 pages, 120 topics, all question and answer. It is the book used by everybody, and the only book that describes and explains the complex matrix of insanity called New Jersey gun law. Get your copy today. Go to EvanNappen.com. When you get it, scan the front cover. Make sure you get on my private subscriber base, where you can immediately access the archives for any updates. A new update will be coming out very shortly, the 2026 Comprehensive Update of these new laws that Murphy gave us as his farewell present. I’ll be talking about those and explaining those soon. Get your copy today and join in with the subscriber base, which is free, which is free, by the way. So, that your book stays current, and you’ll know what’s going on and be able to keep yourself from becoming a GOFU. Evan Nappen 22:35 Teddy, what do you have for us today? Teddy Nappen 22:38 Well, as you know, Press Checks are always free. And I want to remind everyone that the Democrats and the Left are, in fact, the real racists. No matter. They do not care what bounds they have to do. They don’t care about what lines they have to cross. They hate you, and they want to take away your rights. You know. Evan Nappen 23:06 Well, Teddy, historically, historically the KKK were Southern Democrats. That was a KKK. The Democrats. Teddy Nappen 23:15 Yep, and apparently. Page of 5 8 Evan Nappen 23:16 Well, it hasn’t changed, apparently. Go ahead. Teddy Nappen 23:19 Well, even better, they’re getting back to their roots. We had previously discussed how the they tried to do that whole argument against Bruen and even citing to like, you know, all the racist laws that would deny blacks their rights to carry and ability to possess firearms. Well, sure enough, from The Daily Caller by Harold Hutchinson. Justice Jackson defends Jim Crow laws during Second Amendment case hearing. (https://dailycaller.com/2026/01/20/ketanji-brown-jackson-jim-crow-law-during-2a-case-argument/) If you have that on your bingo card today, you win. So. Evan Nappen 23:59 Your bingo card is Judge Jackson defends Jim Crow racist Black Codes. Teddy Nappen 24:05 Black Code. Specifically Black Codes. Yes, yes. So, this is about the Hawaii challenge. Remember, they’re trying to attack Bruen. And this is our opportunity to really strengthen and end that insanity. Evan Nappen 24:20 Your talking about the Wolford case. Teddy Nappen 24:20 Correct. Evan Nappen 24:22 About sensitive places. Which is very important. That can have great impact on New Jersey, too. Teddy Nappen 24:28 Oh, we’re all very too familiar about the various sensitive places in New Jersey. But this was the part that caught me. During the forum, where the justices are allowed to ask questions and probe the issues of the facts of the case of the law. So, Justice Jackson then turned and decided to go on and say. I just laugh every time I read it. So, I guess I really don’t understand your response to Justice Gorsuch on the Black Codes. I mean, I thought the Black Code, this is Jackson, were being offered under the Bruen test to determine the Constitutionality of this regulation, and that, because we have a test, and that asks us to look at the history and tradition, the fact that the Black Codes were at some point determined themselves unconstitutional, it doesn’t seem to me to be relevant to the assessment that Bruen is asking us for anyway. So, can you say more about that? So to. Evan Nappen 25:35 Do you believe this person is a justice? Teddy Nappen 25:40 Well, I can, I can believe it, because Biden said it himself. He was going to appoint a black woman and regardless of that. So, just take a step back though. Let’s unpack that line right there. It’s not relevant to the fact the laws were found unconstitutional, not relevant to the fact of the constitutionality of the Second Amendment and the and the fact that you are citing, and this is the war on Bruen they are Page of 6 8 making, where they try to say history, text and tradition. Where does history begin? Well, to the Left, apparently, the history begins in the 1860s where you have the various Black Codes and racist gun laws, but you know, to us with the, you know, traditionalists and go and have a little bit further knowledge of history, go back to the very foundation of our country and when the Second Amendment was born. And not only that, this shows you the degree that they hate us and hate guns and are willing to pursue a second amendment oppression agenda, even to the degree that they will utilize unconstitutional purely racist laws of the past to justify prohibitions now that are themselves we can show utilizing institutionalized racism in their enforcement, no less. I mean, they don’t care, as long as they can get the guns and take away the rights. So what if they have to be on the side of racism? That’s fine with them there. Teddy Nappen 27:28 Well, and here’s the reason why I pulled from The Trace where, you know, they absolutely loathe Bruen. This is why they hate it, and this is why they don’t care where length they have to go they cite in. This is from The Trace. (https://www.thetrace.org/projects/bruen-tracker-supreme-court-gun-laws/) 1100 plus. The number of people with felony convictions have used Bruen to challenge the ban on the possession of guns. So, in other words, people that were lawful possession and have unconstitutional laws currently putting them in jail? Oh, now there’s a hammer that is Bruen that can actually help them defend themselves and not be prosecuted. Amazing. Well. And it goes back to race, because blacks are six to one felons to whites, and what is the left pushing? Oh, the disqualifier of a felon, you are sure, because it gets a racial discrimination. It’s six to one again, always pushing the one side of their mouth, claiming to fight for civil rights. Teddy Nappen 28:37 And yet, when it really comes down to the truest of civil rights, they immediately sell it out to pursue a second amendment oppression agenda, yeah, and also the fact they highlight, they highlight this rate of 48% of Republican appointed judges have struck down various gun laws under Bruen, as opposed to the 13 Democrat appointees. So there is political bias for that, you where they’re actually applying the law versus them ignoring the Constitution. But you know, that’s a separate but this is something I want to highlight to everyone. The fact is, if the Left ever take power back, and James Carville has said this, they will pack the court. He said, we’re going to pack the court. We’re going to make a gonna make Puerto Rico a state like everything they can to maintain power. Teddy Nappen 29:30 What are they going to do when they pack the court? Go ahead and read the dissenting of Bruen. I pulled the line right here from buyers, which all of them agree with buyers on this. They refuse, when considering the SEC refuse to consider government interests and just and the challenge to gun regulations regarding the compelling interest to be, in our view, when the court interprets the Second Amendment, it is constitutionally proper and in often necessary. Necessary to consider the serious danger and consequences of gun violence that lead states to regulate when you when they consider gun laws, they have to factor in the gun violence. You know, the propaganda they promote, race manufacturers on a daily basis, by the way, right? That’s what they have to consider when exercising. So whenever you want to exercise the First Amendment, always consider the hate speech. This is why Reagan said, you know, freedom is only what one generation away from being lost. You know, paraphrasing, but that’s what it means. If they get power, they get total power. We’re in for it, so be vigilant, folks. Make sure you vote. Make sure you do your part in our republic, in defending our rights. Page of 7 8 Evan Nappen 30:55 Hey, let me tell you about this week’s GOFU, which is the Gun Owner Fuck Up. We always like to talk about GOFUs, because these are expensive lessons, real cases, real individuals have learned. And I don’t want you, my listeners, to have to repeat these mistakes. And this one is, this comes up at any number of cases, even just this week. And here’s the bottom line on this GOFU, folks. Know what you have. Let me tell you what I mean by that. I get cases all the time where people end up with their property seized and their house gets searched. Now you may say, well, no one has searched my house. Yeah, except it’s so easy in New Jersey to have that happen. All it takes is just some allegation by any party. You don’t even get a chance to say anything till afterwards. After they do the search that red flags you, or puts an unjustified restraining order on you, or just your house has a fire, and the firemen come in there. We’ve seen this happen so many times, so many ways, and something gets discovered that you didn’t even remember that you had. Evan Nappen 32:17 Because remember, New Jersey has turned things into crimes where there was no grandfathering. If you had old magazines that held over 10 rounds, in other words, you could even if you complied with Florio way back in the day and made sure your mags only held 15. Well, if you’ve got 15 round Florio mags, you’ve got felony charges on your hands. Even though they were made compliant way back. Because now it’s 10. That’s just one example. If you have firearm that became non-compliant under New Jersey law and didn’t realize it, there’s just a multitude of things that New Jersey can screw you over with. Please make sure you know what you have and not have anything that you shouldn’t. Because it’s so easy to have boxes of accessories, boxes and you know, lo and behold, what’s in it? An old bump stock or an old large capacity magazine or a trigger crank, or any of the things that were legal, but then New Jersey unilaterally decided it is intrinsically evil and must be turned into felonies for possession. So, folks, know what you have. Evan Nappen 33:37 This is Evan Nappen and Teddy Nappen reminding you that gun laws don’t protect honest citizens from criminals. They protect criminals from honest citizens. Speaker 2 33:48 Gun Lawyer is a CounterThink Media production. The music used in this broadcast was managed by Cosmo Music, New York, New York. Reach us by emailing Evan@gun.lawyer. The information and opinions in this broadcast do not constitute legal advice. Consult a licensed attorney in your state. Page of 8 8 Downloadable PDF TranscriptGun Lawyer S5 E274_Transcript About The HostEvan Nappen, Esq.Known as “America's Gun Lawyer,” Evan Nappen is above all a tireless defender of justice. Author of eight bestselling books and countless articles on firearms, knives, and weapons history and the law, a certified Firearms Instructor, and avid weapons collector and historian with a vast collection that spans almost five decades — it's no wonder he's become the trusted, go-to expert for local, industry and national media outlets. Regularly called on by radio, television and online news media for his commentary and expertise on breaking news Evan has appeared countless shows including Fox News – Judge Jeanine, CNN – Lou Dobbs, Court TV, Real Talk on WOR, It's Your Call with Lyn Doyle, Tom Gresham's Gun Talk, and Cam & Company/NRA News. As a creative arts consultant, he also lends his weapons law and historical expertise to an elite, discerning cadre of movie and television producers and directors, and novelists. He also provides expert testimony and consultations for defense attorneys across America. Email Evan Your Comments and Questions  talkback@gun.lawyer Join Evan's InnerCircleHere's your chance to join an elite group of the Savviest gun and knife owners in America.  Membership is totally FREE and Strictly CONFIDENTIAL.  Just enter your email to start receiving insider news, tips, and other valuable membership benefits.   Email (required) *First Name *Select list(s) to subscribe toInnerCircle Membership Yes, I would like to receive emails from Gun Lawyer Podcast. (You can unsubscribe anytime)Constant Contact Use. Please leave this field blank.var ajaxurl = "https://gun.lawyer/wp-admin/admin-ajax.php";

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