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Marie Owens Thomsen, Chief Economist and SVP Sustainability at the International Air Transport Association (IATA), has emerged as one of the most outspoken voices in the aviation decarbonization debate. Is the European Emissions Trading System (ETS) fit for purpose? Are the EU's current sustainable aviation fuel (SAF) mandates fit for purpose? Are airlines carrying a fair share of the decarbonization cost burden? These are some of the questions Marie addresses regularly at industry conferences, and that we discuss in depth in today's episode. As a preview: while agreeing with the Net Zero 2050 goal, Marie - and IATA for that matter - believes the current regulatory framework in Europe is badly designed and fails to account for the dynamics of both the aviation and energy industries. True, IATA is not an impartial actor in this discussion, as it obviously represents the interests of its member airlines. But as the main target of these regulations, airlines are certainly entitled to have their voice heard, if only because, with an average profit margin that has never exceeded the low single digits, any poorly designed regulation can seriously damage an industry that is, after all, one of the pillars of global economic growth and an and an enabler of trade, tourism, human connection, and all sort of other opportunities.IATA has made its case with figures and studies, yet it's often Marie's sharp commentary that often drives IATA's point home. It is illustrative that this conversation was, in fact, originally planned to last around 45 minutes, but the topic has so many consequential angles that we ended up talking for considerably longer, discussing what could realistically be done to ensure the airline industry meets its environmental commitments without putting its future in jeopardy. So tune in for a fascinating conversation about sustainability, environmental regulation and what these mean for airlines with IATA's Chief Economist, Marie Owens Thomsen!
Send us Fan MailThis week on The Fresh Bunch Podcast, Mike, Joel, and Mimi welcome Amanda Jedlinsky, Senior Director of Content and Communications at the Society of American Florists (SAF), for an episode that's equal parts sunshine and storm clouds.We kick things off with the fun stuff—summer gardens, what's thriving in Amanda's growing zone, and some of her favorite flowers to grow. Then we look ahead to SAF's Annual Convention in Amelia Island. With hundreds of floral professionals already registered, the Outstanding Varieties Competition, Educational Experience Zones (come say hi to Mike & Mimi!), and countless opportunities to learn and connect, it's shaping up to be an incredible event.But enough fluff...Let's talk about the ugly side of doing business online.Amanda shares the story behind SAF's investigation into deceptive order gatherers and the powerful article she and the SAF team created after speaking with florists who have been affected. We also hear from Sam Bowles of Allen's Flowers, who weighs in on the growing trend of website accessibility and cookie-related lawsuits impacting businesses across the country.From Google and AEO (Answer Engine Optimization) to protecting your brand, your website, and your online reputation, this episode is packed with practical advice, industry insights, and plenty of laughs along the way.If we're going to keep growing this industry together, we have to be willing to talk about the beautiful... and the not-so-beautiful.ResourcesRead SAF's article on Deceptive Order Gatherers in the July/ August Floral Managementwww.safnow.orgLearn more about Deceptive Order Gathering & even report them here: https://safnow.org/deceptive-order-gatherering/
Argus experts unpack how conflict, depleted stocks and diesel competition are reshaping aviation fuel markets. Renewed Middle East conflict is putting aviation fuel markets back under pressure, just as Europe enters a volatile summer with depleted jet stocks and growing competition from diesel. In this episode of SAF Insights, Louise Burke (SVP, Business Development, Biofuels) is joined by Amaar Khan (Jet Fuel Reporter) and Aidan Lea (Associate Editor, Sustainable Aviation Fuel) to examine how conventional jet and SAF markets are responding. They discuss how Europe has avoided jet supply shortages so far, why SAF pricing is behaving differently from 2025, and what renewed volatility across jet, diesel and renewable fuels could mean for airlines and suppliers in the second half of the year.
O Flamengo acionou a Agência Nacional de Regulação e Sustentabilidade do Futebol para pedir análise e eventual veto à negociação entre Vasco e Marcos Lamacchia pela SAF vascaína.O clube argumenta que o regulamento de sustentabilidade financeira veda que qualquer pessoa física ou jurídica detenha, direta ou indiretamente, controle ou influência significativa sobre mais de um clube.A operação envolve Marcos Lamacchia, enteado de Leila Pereira, presidente do Palmeiras, e José Roberto Lamacchia, pai do empresário e apontado como avalista do negócio.Neste vídeo, analisamos por que o caso pode ser o primeiro grande teste da ANRESF, o que diz o artigo 86 do sistema de sustentabilidade financeira, como entra o artigo 62 da Lei Geral do Esporte e por que esse precedente pode atingir outros clubes, inclusive o Flamengo, no futuro.QUER FALAR E INTERAGIR CONOSCO?: CONTATO I contato@serflamengo.com.br SITE I serflamengo.com.brTWITTER I @BlogSerFlamengoINSTAGRAM I @BlogSerFlamengo#Flamengo #NotíciasDoFlamengo #Vasco
NRA, SAF, FPC and ASA launch a major constitutional challenge to the National Firearms Act. Mark Walters and Ryan Petty break down SCOTUS, Bruen, suppressors, AR-15s, the ATF, and why the future of the Second Amendment may be changing forever.
SAF's Kostas Moros joins Cam to talk about the importance of the Supreme Court's decision to address bans on AR-15s and other semi-automatic firearms, and debunks some of the arguments we're likely to hear from defenders of the bans.
No estúdio eixos, ao vivo durante o diálogos da transição na Energy Summit 2026, no Rio, o jornalista Gabriel Chiappini recebeu Márcio Dutra, CEO da Noxis Energy. A empresa desenvolve três projetos de refinaria no Nordeste brasileiro: Pecém (CE), Sergipe e Ilhéus (BA), com investimentos que somam bilhões de dólares e a promessa de reduzir a dependência externa do país por derivados de petróleo. Dutra explicou que o Brasil importa atualmente um navio de diesel por dia e que, sem novos investimentos em refino, esse número pode chegar a seis embarcações diárias até 2050. O projeto mais avançado é o do Porto do Pecém, que já conta com licença prévia, terreno e contrato de 40 anos, e pode se conectar diretamente à Margem Equatorial por meio de um duto de 50 km. Em Ilhéus, a Noxis aguarda a conclusão da Ferrovia de Integração Oeste-Leste (FIOL) e do Porto Sul para viabilizar um complexo industrial de 200 mil barris por dia, integrando petroquímica e biorrefino para produção de SAF. O executivo defendeu a diversificação energética como caminho para a segurança do país e criticou a visão da transição energética como um "interruptor", propondo o conceito de "adição energética" como solução mais realista.
A aviação, um dos setores mais importantes para a economia brasileira, enfrenta o desafio de reduzir suas emissões sem comprometer a eficiência e a competitividade. Nesse cenário, a adoção de combustíveis sustentáveis, aliada a avanços em infraestrutura, inovação e regulação, desponta como um dos principais caminhos para a descarbonização do transporte aéreo. Em entrevista mediada pela jornalista Aline Pacheco, durante o Energy Summit 2026, Camila Lopes, diretora de Planejamento B2B da Vibra, explica como essa transformação já está em curso, detalha o papel do SAF (combustível sustentável de aviação) nesse processo e aborda os desafios para ampliar sua produção e adoção. No episódio, a executiva também comenta a importância da aviação para a economia, os bastidores do abastecimento de aeronaves e as perspectivas para o futuro do setor. Esse podcast é uma produção do Estadão Blue Studio. See omnystudio.com/listener for privacy information.
A possível compra de 90% da SAF do Vasco por Marcos Lamacchia, enteado de Leila Pereira, virou um dos debates mais importantes do futebol brasileiro.Um artigo publicado no Migalhas analisa o caso sob a ótica da multipropriedade, da Lei da SAF, do Código Civil, da governança esportiva e da integridade das competições.O ponto central não é apenas o parentesco entre Marcos Lamacchia e Leila Pereira. A pergunta mais importante é outra: quem coloca o dinheiro, quem garante a operação, quem manda, quem influencia e quem pode se beneficiar do negócio?Também analisamos o peso de José Roberto Lamacchia como avalista da operação, a relação com a Crefisa, a posição do Palmeiras, as respostas de Pedrinho e Leila, e por que o futebol brasileiro precisa de transparência antes de aceitar operações desse tamanho entre clubes concorrentes.QUER FALAR E INTERAGIR CONOSCO?: CONTATO I contato@serflamengo.com.br SITE I serflamengo.com.brTWITTER I @BlogSerFlamengoINSTAGRAM I @BlogSerFlamengo#Flamengo #NotíciasDoFlamengo #Palmeiras
Bap voltou a falar sobre a possível compra da SAF do Vasco por Marcos Lamacchia, enteado de Leila Pereira, presidente do Palmeiras.O presidente do Flamengo afirma que a operação pode gerar conflito de interesses e violar regras da CBF e do Código Civil, já que haveria risco de influência relevante sobre clubes que disputam as mesmas competições.A discussão envolve multipropriedade, origem dos recursos, governança da SAF, participação familiar, poder de influência e integridade esportiva.Bap também rebateu a comparação com Flamengo e Fluminense no Maracanã, afirmando que dividir a gestão de um estádio não é o mesmo que ter ingerência sobre dois clubes.Neste vídeo, analisamos os argumentos de Bap, as respostas de Leila e Pedrinho, e por que esse caso pode virar um teste importante para o futuro das SAFs no futebol brasileiro.QUER FALAR E INTERAGIR CONOSCO?: CONTATO I contato@serflamengo.com.br SITE I serflamengo.com.brTWITTER I @BlogSerFlamengoINSTAGRAM I @BlogSerFlamengo#Flamengo #NotíciasDoFlamengo #Palmeiras
A Justiça do Rio negou o pedido de tutela de urgência de Rodolfo Landim contra o Flamengo. O ex-presidente tentava suspender o ato que o impediu de participar dos poderes internos do clube e questionava a alteração do artigo 77 do Estatuto Social.Na decisão, o juiz afirmou que não viu irregularidade, neste momento processual, na reforma estatutária aprovada pelo Flamengo. O magistrado também analisou o contrato entre a SAF da Associação Desportiva Confiança e a LG2 Consultoria e Gestão Esportiva LTDA., empresa da qual Landim é sócio.O ponto central da decisão é forte: a Justiça entendeu que a atuação de Landim no projeto do Confiança não se confunde com mera consultoria. Segundo o despacho, há ingerência e participação ativa em escolhas profissionais, planejamento estratégico e estruturação operacional da SAF.Neste vídeo, explicamos os pedidos de Landim, os argumentos do juiz, o impacto político da decisão e por que o caso vai além de uma disputa pessoal: envolve governança, conflito de interesse e proteção institucional do Flamengo.QUER FALAR E INTERAGIR CONOSCO?: CONTATO I contato@serflamengo.com.br SITE I serflamengo.com.brTWITTER I @BlogSerFlamengoINSTAGRAM I @BlogSerFlamengo#Flamengo #NotíciasDoFlamengo #Landim
In this episode, we speak with Claudia Huegel, Senior Director, Head of ESG Rating and Reporting, Lufthansa Group, who shares how one of the world's oldest and largest airline groups threads sustainability through its strategy, its reporting, and, increasingly, its relationship with the passenger.She discusses:The near-term levers to decarbonising by 2030: Why fleet renewal does the heaviest lifting this decade, delivering 15-25% efficiency gains per aircraft.The green fares story: How Lufthansa became the first airline group in the world to launch a dedicated sustainable fare, trialling it in the Nordics with a 20% SAF and 80% climate-project mix, and growing adoption from below 1% to around 5% over roughly three years.Making SAF visible: How the group turns fuel farms at Frankfurt into branded signage, runs SAF marketing through Lufthansa Cargo, and structures bulk SAF deals with corporate customers.Mandates versus incentives: Why the ReFuelEU 2% obligation was met in molecules in 2025 but largely with imported fuel, why she suspects incentives build supply better than mandates, and her call for ETS revenue to be reinvested in SAF infrastructure.If you LOVED this episode, you'll also love the conversation we had with Lahiru Ranasinghe, Director of Sustainability at easyJet, who shares what it takes to move a major low-cost carrier from a sustainability blueprint to real-world results. Check it out here.Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Climate and Environment - Lufthansa Group Green Fares: More sustainable air travel - Lufthansa Fly more sustainably - Lufthansa Lufthansa Group sees ‘growing demand' for sustainable fares - Business Travel News EuropeLufthansa Passengers offset 710,000 tonnes of CO2 through climate program - ESG Today
Rodolfo Landim levou à Justiça uma disputa política interna do Flamengo após ser impedido de participar dos conselhos do clube. O ex-presidente tenta suspender o ato que o afastou e pede a nulidade parcial das alterações estatutárias aprovadas neste ano.O caso envolve a regra que veta a presença, nos poderes do Flamengo, de associados com vínculos relevantes com outros clubes ou SAFs. Landim é ligado ao projeto da SAF do Confiança, em Sergipe, por meio da LG2, grupo que participou da transformação do clube sergipano em Sociedade Anônima do Futebol.A análise mostra por que o tema vai além da briga política: trata de governança, conflito de interesse, acesso a informações sensíveis e da contradição de um ex-presidente que já criticou adversários por judicializarem decisões internas do Flamengo.QUER FALAR E INTERAGIR CONOSCO?: CONTATO I contato@serflamengo.com.br SITE I serflamengo.com.brTWITTER I @BlogSerFlamengoINSTAGRAM I @BlogSerFlamengo#Flamengo #NotíciasDoFlamengo #Landim
James Hygate, CEO and founder of Firefly, returns to The SAF Podcast for the first time since December 2023 — and a lot has happened. James brings his characteristic blend of technical depth, founder candour, and big-picture ambition to a brilliant wide ranging discussion. James opens with a comprehensive update on Firefly's progress: the selection of Turkish engineering firm Altaca as their HTL technology partner, the securing of a site at an existing refinery in Harwich for the downstream hydrotreating facility, and supply agreements with water companies including Severn Trent and Anglian Water that already cover more feedstock than the first facility needs. He also touches on the significance of the Boeing investment, the Builders Vision backing, and the ongoing Series B round that Firefly hopes to close shortly.James also shares his observations from a recent visit to Shanghai on the pace of Chinese SAF and renewables infrastructure development, the implications of used cooking oil supply being internalised within China, and what lessons — if any — Western developers can draw from "China speed." We also explore the trajectory of the wider SAF industry, James's concerns about policy wobble and its chilling effect on infrastructure capital, and a frank view on whether some SAF projects are gaming mandates rather than genuinely pursuing decarbonisation.Throughout, James returns to the thread that has defined his 20-year career in low carbon fuels: the only thing worth doing is something that can move the needle on climate change. For Firefly, that means wet-waste-to-jet at gigaton scale — and James believes the technology stack to do it is now in place.
Logistics companies face growing pressure to reduce emissions while keeping global supply chains moving. In this Talking Transports podcast, DHL Group Executive Vice President of Corporate Development Yin Zou joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how sustainability, clean operations and technology support DHL’s 2030 strategy. Zou explains why sustainable aviation fuel is key to decarbonization, with aviation generating about 70% of the company’s emissions. He also covers investments in fleet electrification, renewable energy, automation and AI. He also discusses customer adoption of GoGreen Plus, the economics of SAF, autonomous trucking pilots and why responsible logistics may become an industry standard.See omnystudio.com/listener for privacy information.
Group Guide Use this guide to help your group discussion as you meet this week. 2 Samuel 21 Chet Phillips Download TranscriptGood morning. My name is Chet. I'm one of the pastors here. If you will grab a Bible and go to 2 Samuel, chapter 21. We've been working our way through 1 and 2 Samuel and we have reached what commentators call the epilogue of 2 Samuel that the main story has ended.And in the final four chapters, we're going to be in chapter 21. In the final four chapters, we're going to have six pictures that are kind of closing pictures on the kingship of David. And they are not in chronological order. They are in a thematic order. And they're meant to kind of sum up the picture of David for us.The actual story of David's death and Solomon becoming king, that doesn't happen until 1 Kings. You got to work all the way through into 1 Kings for that to kind of to pick up there. So, what this is is almost like the movie's ended, the end credits are rolling, and then it's cutting to different scenes or showing you different pictures of things to try to kind of give you the last picture that it wants you to have of King David. And so, we're going to see two of those pictures today. Now, I heard one pastor put it this way in regards to this text.It's not difficult to understand, but there are aspects of it that are difficult to accept. And so, we're going to go through this text that has some difficulties in it for us. Our hope is to understand why it's here. What was the author trying to tell the people in the original the original hearers? What how would they have understood this?What are we trying to see about David? And then as from our standpoint, what should we do with a text like this? And how do we understand this kind of text? And so hopefully we'll be edified by it, pointed towards Jesus in it. But let's pray and then we'll jump in.Lord, we ask for your mercy. We ask for your grace. and we ask that we would honor you well in the reading and the studying of your word and in submission to it. May your spirit be at work and help us to love Jesus more in Jesus name. Amen.Chapter 21 verse one. Now there was a famine in the days of David for three years year after year and David sought the face of the Lord. Okay, so famine in this region is not uncommon, but three years of it is is getting bad. And we're told that David starts asking the Lord. We don't know exactly when he began, but he's seeking the Lord to understand what's going on here. it's starting to seem like one of the covenantal curses, which is in the in Deuteronomy and Leviticus, if they don't follow the law, it says that your your crops won't yield their fruit.You you will find that your trees don't produce. And so he's starting to go and ask the Lord, is something going on? What's happening here? And this is what happened. Says David sought the face of the Lord.And the Lord said, there is blood guilt on Saul and on his house because he put the Gibeonites to death. So the king called the Gibeonites and spoke to them. Now the Gibeonites were not of the people of Israel, but of the remnant of the Amorites. Although the people of Israel had sworn to spare them, Saul sought to strike them down in his zeal for the people of Israel and Judah. Now, there are several things we need to consider that are going on right here in this text.One is Saul was the original king. Saul is not king anymore. Saul is dead. But there is guilt on Saul, on Saul's house. This blood guilt on Saul. in Saul's house for something that Saul did and the entire nation is paying for it.There's a famine in the land because of blood guilt. Now, blood guilt is a specific thing in the law that is the shedding of innocent blood. And so, there's blood guilt because Saul led the people to attack the Gibeonites. And it says they weren't the Gibeonites aren't the people of Israel, but the people of Israel had promised to protect them. Now, that going to take a little history lesson.That happens in Joshua chapter 9. So, Joshua is sent in with the people of Israel to take over the land. They're they're marching through. They're supposed to get rid of all the Amorites. Well, the Amorites who live in Gibby find out that they're coming and they think this isn't going to go well.So, they come up with a trick to make it seem like they're from another place. They show up. They meet with the people of Israel and they make a covenant with them. People of Israel shouldn't have made this covenant. They should have consulted the Lord, but they make it.When they find out they've been tricked and that the Gibeonites aren't from a far land, but they're from right here and they're a part of the people group they're supposed to get rid of, the people of Israel are like,"Let's kill them."And Joshua and the elders say,"We can't. We promised that we wouldn't. We co we signed the Lord up in covenant with them that we would not kill them."So we we can't. Then we would make it seem like God is a liar and he is not. And so we have to keep this promise.Well, Saul in his zeal not for the Lord, but for the people of Israel and Judah. So, he's running around going,"Israel, Israel, Judah, Judah, Judah, oi, oi, oi."Stuff like that. He's super zealous for his people. He decides the Gibeonites, who've been here forever, who are a subjugated people, we're just going to kill all of them. And so, this would have been a massacre.These people would not have been, they were surrounded by the people of Israel. They were servants to the people of Israel. they would not have been in a position to defend themselves. And he just starts killing them. That story, this is all we get of that story. There's no place that tells us that anywhere else in the text.And so David says,"Why is there a famine?"And God says,"Saul broke a 400year-old covenant that he was supposed to keep."So there's a couple of things. One is God expects you to keep your promises. We ought to be people who keep our promises. Now, if you want to not make a lot of promises, that's fine. Like, if if today you came over to me and said,"Why haven't you given me $5?You've sinned against me."I might would argue,"No, I haven't. That's not like a thing I have to do. I have not sinned against you."But if I had promised to give you $5 and then didn't give it to you, have I sinned against you? Yes. And have I sinned against the Lord?Yes. So somehow in our agreement, the Lord gets involved. He binds covenants together. Now they specifically had done it in the name of the Lord. But even as we make agreements with one another, we can still sin against God by being the type of people who don't keep up with our end of the agreement.And we'll say things like,"Yeah, but we made that deal like 10 years ago."This was 400 years old, and Saul was meant to keep it.Here's the other thing that's happening in this text. Saul was the representative head for the people of Israel. So as king, he can sin on their behalf and lead them all into sin. He's the representative head of the people of Israel of his family. And so he sins and it spreads.The consequences spread. And David as the representative head of the people of Israel now is going to have to figure it out. That's why it says he calls the Gibeonites. When he finds this out, he's got to fix the problem. Now, we don't think about headship that often, but one of the New Testament pictures we're given, it's Old and New Testament, is that husbands are the head of their family.They're head of their wife. They're the head of the household. So, I want to say to husbands in the room, every problem in your house is your problem. You don't get to say,"Well, that's her thing. Well, she's the one who deals with the kids.Well, she told me she didn't want me to be involved in that, so we'll just see how it goes."That's not how it works. David doesn't get to go,"Well, that was Saul's fault. take it up with Saul. Oh, he's dead. Let's move on. David has to try to figure out this problem because he's the representative head for the people of Israel.So, that's where we are. That's what's happening at this moment in the text. Okay.So, he's called the Gibeonites.Verse three. And David said to the Gibeonites,"What shall I do for you? And how shall I make atonement that you may bless the heritage of the Lord?"There's blood, guilt, there's sin. There needs to be atonement. How can we atone for this sin?That's what he's asking. The Gibeonites said to him,"It is not a matter of silver or gold between us and Saul or his house. Neither is it for us to put any man to death in Israel."And he said,"What do you say that I shall do for you?"So he calls them together and says,"How do we make this right? How do we atone for this?"And they say,"Is it sitting the sort of thing that we can settle out of court? It's not the sort of thing that's not a matter of silver and gold.You can't just pay off this debt with money. And then they say,"And we're not allowed to put people to death. That's not the position that we're in."And then they stop talking. Because what they're saying to him is,"But you can put people to death."So he says,"What do you want me to do for you?"Because there's a blood debt.Verse 5. They said to the king,"The man who consumed us and planned to destroy us so that we should have no place in all the territory of Israel, let seven of his sons be given to us, so that we may hang them before the Lord at Gibeah of Saul, the chosen of the Lord."And the king said,"I will give them."So they said,"We want seven of his sons. He killed us in our place. We want to kill them in his place. in his location. We want to hang them before the Lord as a representative sacrifice.That's what they're going to propose. David says,"We can do that."So, they're going to take these seven sons, seven relatives of Saul because Saul is dead, and they're going to make them pay this blood debt. Now, it's not equal because for Saul to try to eradicate them is basically what they're saying. He tried to wipe us out of here. I seriously doubt he'd only killed seven men.So what they request is representative atonement. And even if it's horrific and gruesome, this idea of rounding these guys up, going to their home, knocking on the door, and saying,"Hey, you're related to Saul. You've got to come. You're going to pay this debt."And having to go kill them publicly, have a public execution. At least the impulse should make some sense to us.If you found out that in North Korea they had overthrown the rule of the Kims and that they had gone into the royal palaces and they had killed every Kim they could find, we go,"Well, that I mean I understand it. I understand that they don't want that household, that family rising up again. I understand that they're trying to make them pay for all that they've done in their um ruling over them and their hardship."It's like we can understand the impulse even if there's parts of it that are revuls repulsive to us. But they asked for seven and David says yes. And then it says this verse 7.But the king spared Mephibosheth the son of Saul's son Jonathan because of the oath of the Lord that was between them between David and Jonathan the son of Saul. Now we don't exactly know when this took place but we know it does seem like it's after Mephibosheth has been found and is apart. Then it says,"The king took the two sons of Rizpah, the daughter of Aiah, whom she bore to Saul, Armoni and Mephibosheth."That's a different Mephibosheth. That's uncle Mephibosheth. And the five sons of Merab, the daughter of Saul, whom she bore to Adriel, the son of Barzillai, the Meholathite.If you remember Barzillai from a couple days ago, the 80-year-old man, that's not him. It's a different Barzillai. So, we got two Mephibosheth, two Barzillai. and he gave them into the hands of the Gibeonites, and they hanged them on the mountain before the Lord, and the seven of them perished together. They were put to death in the first days of the harvest at the beginning of the barley harvest. Now, this would have been a scant barley harvest or a non-existent barley harvest, but right at the beginning of the barley harvest, in the middle of this famine, which the Gibeonites are also having to deal with the famine, they hang them and put them to death.This next part is very sad. Then Rispa, the daughter of Aiiah, took sackcloth and spread it for herself on the rock from the beginning of the harvest until rain fell upon them from the heavens. Now, the beginning of the harvest is in April. Guaranteed normal rainy season. That's the starting of the dry season.Normal raining season doesn't start till September, October. Rain is almost non-existent during that middle period. It is possible there was some rain that came sooner, but it's also possible she was doing this for months. She did this until rain fell from the heavens and she did not allow the birds of the air to come upon them by day or the beasts of the field by night. So she sets up a vigil.She was not able to save her sons and her nephews from death, but she goes and camps out in front of them. She's not going to let birds pick their eyes out. And she's not going to let beasts come by and eat them. And she sits in front of them while they bake in the sun, while they rot, while they decompose. And she gives them as much honor as she can possibly give them, which is the only thing she knows how to do.It's horrific. But she has two sons and she's not going to let them be dishonored any further than they have to be.Verse 11. When David was told what Rispa, the daughter of Aiah, the concubine of Saul, had done, David went and took the bones of Saul and the bones of his son Jonathan from the men of Jabeshgilead, who had stolen them from the public square of Bethshan when the Philistines had hanged them on the day the Philistines killed Saul on Gilboa. Those are all events that have been we've gone through previously in 1 and 2 Samuel. And he brought up from there the bones of Saul and the bones of his son Jonathan. And they gathered the bones of those who were hanged.And they buried the bones of Saul and his son Jonathan in the land of Benjamin and Za in the tomb of Kish his father. And they did all that the king commanded. And after that God responded to the plea for the land. David finds out what she's doing and he goes,"Okay, they're still hanging there."He's going to finish putting into this. He goes and gets the bones of Saul and Jonathan, the bones of the men who've been hanged, and he buries them.And after that, God responds to the police. So this agreement made between David and the Gibeonites, God honors the payment, accepts the atonement of blood for blood, and responds to the plea. That's the first picture that we're given that it's about to immediately swap to another picture. We're going to take a moment when we get done with both of them to try to understand what is it saying to them. How would they have understood this?And then how do we understand it? So second picture, that's first picture.Second picture, there was war again. And this is again not in chronological order. There's no really these are just kind of floating out there. There was war again between the Philistines and Israel. And David went down together with his servants, and they fought against the Philistines.And David grew weary. And Ishbi Benob, one of the descendants of the giants, whose spear weighed 300 shekels of bronze, and who was armed with a new sword, thought to kill David. But Abashai, the son of Zerui, came to his aid, and attacked the Philistine, and killed him. Then David's men swore to him,"You shall no longer go out with us to battle, lest you quench the lamp of Israel."There's several things that are going to happen in this section. First, we see that David at some point was getting older, was getting tired.They said,"Look, you can't go out with us."So, they're giving some explanation to why David quit going out with the army the way that he used to. We see Abashai, the son of Zerui, who's shown up consistently throughout this, showing up and saving David's life. We also see a giant and there's going to be several giants in this text. And so I have a couple of things to say when it comes to the idea of giants. One, this does not have to be the most fantastic thing in your mind.The idea that there are giants. There are giants in the Bible. We're going to talk a little bit about the fantastic side of that in a second. But it doesn't have to be the most fantastic side of things. I want to show y'all a picture.This is a picture. I had AI put two pictures together, but the guy in the middle is 5 foot seven, 5 foot eight. He would walk amongst us and not really stand out. You wouldn't be like,"Wow, what an average fellow."That's always you just be here fine. To his left is a tribe of pygmies.This was taken recently. They exist in Africa in the jungles. The average height of the pygmy tribes is about 5t tall for males. So they're about 5t tall. To his right in South Sudan, there are the Dinka people who have whole families at the average height is 6'5.If the Pygmies had to go fight the Dinka, they might be like,"Oh my goodness, those guys are huge."They may say,"We spied them out and they look like they made us feel like grasshoppers."So all I'm saying, the whole point of showing you this, other than I think the picture is neat looking, is that that's just normal genetics at play right now. These families of giants were just families that had genetics that we're playing into they're really big. And in a world where the biggest baddest guy kills people and gets all the women, he can have a whole lot of children. And so what we have is several families, sons of Anoch, sons of Rafa, that just were really big. And there's several giants.It doesn't have to be this big fantastic thing. You can pull that picture down. The other thing is, just side note, there are some things in the Bible that we don't have all the answers to. How exactly does this work? How many were there?What did they look like? Why does this one guy we're about to read about have six fingers and six toes? I don't know. But if you get on the internet, you can get sucked into a black hole of weird stuff that is unhelpful. And there are people who some are I would say lack wisdom or misguided and I would say some who are evil and demonically led who are trying to pull people into the oddest corners of the Bible.And they want to tell you that well you really got to find out. We we've got to we got to get behind this thing. We got to figure it out. We got to get underneath it. There's something really going on.There's a secret in the Bible and you got to hold it like this and squint with your left eye. It's like what are you talking about? That that's not how it works. So whenever there's like this mystery, this hidden thing, this secret thing, only we know about it. We figured out where the lost 12 tribes went.All this mess, the Bible is extremely clear. There was a mystery. It's been revealed in Christ. All the wisdom and knowledge is found in Christ. He's the revealing of God's promises.The book of Revelation, which is going to reveal, pull back the curtain and show you, it's the revelation of Jesus Christ. It is not unclear. So, if somebody's pulling you into some weird niche thing and they're like,"You have to know this."If I did, can I tell you, it would be in here very clearly. Do you know how many times Paul repeats himself? If I had to know it, he'd have written it in like four of his letters.If it was the most important thing, like it would be showing up and stuff. Now, there are times where we're basing some information off of one piece of little thing we have, but the non-essential pieces of the faith is clear. The revelation of Christ is clear. So, I would suggest you do what David does, what his mighty men do here, which is put the giants to death and then live your life free of them. So, if there's weird little things you like to get into, get done with that and live your life in the joy and the freedom and the hope of the gospel and the clarity of the scriptures.That's all I'm going to yell at you about that at this moment.Verse 18. After this, there was again war with the Philistines at Gob or Gob. Then Cib Cibekiah the Hushathite struck down Saf who was one of the descendants of the giants. And there was again war with the Philistines at Gob. And Elhan the son of Jaier Orahim the Bethlehemite struck down Goliath the Gitite, the shaft of whose spear was like a weaver's beam.Okay, Goliath the Gitite is just another way of saying Goliath of Gath, which means a whole lot of ink has been spilled over this one verse where people are talking about what does this mean? And there's all kinds of weird theories like Elhanan must have been David's nickname. I don't think so. Couple of options for who this Goliath of Gath is. One, there were two guys named Goliath.That's possible. We already ran into two Mephibosheths and two Barzillais. Two, Goliath is a title, not a name. Three, there is a textual issue here and it's supposed to say brother of Goliath of Gath, which is what sec first Chronicles, I have it written down, 1st Chronicles 20:5 says that Elhanan killed his brother. And there are only a few places in the Old Testament we have very trustw trustworthy manuscripts, but it's possible that we're just missing a word here.Anyway, we're not going to spend any more time on that. But he kills a giant.Verse 20. And there was again war at Gath. It's verse 20. And there was a man of great stature who had six fingers on each hand and six toes on each foot, 24 in number. He also was descended from the giants.So there's some genetic anomalies going on here. Also, whenever they start telling you how much their clothes weighed or how many fingers they had or whatever, usually those people are going to die. And I think they just count that out and weigh it later. I don't know if he was swinging his spear and they were like ducking and being like,"Does his hand look weird?"I think maybe they figured it out later. I high-fived him.It felt like a lot. All right, verse 21. And when he taunted Israel, Jonathan, the son of Shimi, David's brother, struck him down. These four were descended from the giants in Gath, and they fell by the hand of David and by the hand of his servants. And those are the two pictures we're going to look at today.Now, the first thing I want to ask quickly is why? What is this serving? In the epilogue of David, what point is this making? I think the first story is reminding us, putting in our head that David is sorting out the leftover problems from Saul. That some of the problems that happened during David's reign weren't even David's fault.He He's coming in and fixing problems caused by Saul. I also think it's showing that even when David had negative things happen in his reign between his house and Saul's house, it wasn't David just seeking to get revenge on Saul. That David was trying to navigate difficult situations. And at the end of this, he even tries to show as much honor as he can to them by burying them even though the Gibeonites hadn't treated him that well. I think that's the first story.David as representative head is fixing problems on behalf of the nation, fixing problems left by Saul and not trying to have a ton of hostility between his house and Saul's house. I think the second picture is, hey, you remember how there used to be giants? You know how there aren't anymore? Y'all should be thankful to David. That's the second picture is just the Philistines used to be a big problem after David.They're not a big problem. Giants used to be a big problem after David and his mighty men. They're not a big problem. like it's just a picture of remember that David went to war for us. Remember that David cleared out problems. Remember that David defended us.I think that's basically what that second picture is doing. Now for us as we read this story and we try to understand how should we think about things like this.The first thing that I would recommend to us is that there's something going on with the idea of blood guilt. This idea of collective guilt, this idea of headship, representative headship that has guilt on us that we ought to consider. And I specifically had this in mind as we're going into Fourth of July and celebrating this this, you know, America 250. You I'm glad America's been here for 250 years. And if the Lord delays his return, I hope America hits another 250.I hope there's an America 500 and that all the states in the union allow fireworks and it's a blessed occasion. But I hope that the next 250 years are years of peace, justice, righteousness, goodness. I hope they're years of obedience. I hope they're years of worship. I hope that this isn't just a a pagan nation that exists for a long time, a powerful nation that exists for a long time.I hope it's a faithful nation. And we ought to consider if there is shared guilt and blood guilt that can spread to peoples and to a nation and that can pollute the land. The Lord even talks about when sexual sin in Leviticus, he says that the land will vomit you out because they've piled up this sin. Then we ought to be people who pray for our nation, for our leaders, who repent for our nation, for our leaders. I came across this quote as I was studying this this week, and I want to share it with you. says,"We think of the unknown slaves who died in despair on southern plantations, the unknown immigrants who died in squalor outside northern factories, and the unknown faces of infant children today who will never see the light of day because of the sins of their mothers and the conspiracy of a wicked society."None of these names are unknown to God.None of the crimes forgotten in the annals of his perfect justice. How great is the blood guilt on this land as with the land of so many other nations that have already fallen under the sword of God's providential justice. So may the Lord bless us, but may he be merciful on us. And may we be people who pray for the grace and the mercy of the Lord and for things to change and for things to be good and for there to be righteousness here. And the idea that everything the US does is excellent because the US did it.Let us not be fooled into believing that. But let us be people who long for another kingdom where certain things never take place. I think that's one of the things that we should see in this text as we consider the idea of blood guilt and shared guilt and representative headship. May we be repentant and prayerful and hopeful in the light of God's goodness to move forward well. But I think there's a problem in the middle of that that we have to reckon with.When we read this story, we we see that there's shared guilt, which is foreign to us. Feels wrong. That Saul could commit a sin and that it would be on his family and that it would the whole nation would have to pay for it and then Saul's children would have to pay for it feels wrong. And that God would accept the sacrifice at the end feels wrong. You almost want God to show up at the end and go that y'all did this wrong.Why are you rounding up people and killing them for something Saul did? But he doesn't. He says he accepts. He accepts the plea for the land. And so there's part of us that is like,"This doesn't feel fair.This feels off."We want to look at this text and go,"This text, this is unfair. That idea is unfair. And therefore, it's unjust and therefore wrong. And maybe God's evil."That's kind of the track we follow. So I want to share a story with you, and I'm kind of coming at this from the side to try to help us wrap our head around something.So we're going to change subjects for just a second. I want to read a story. This was recently posted online by Nouaga, if I'm pronouncing that correctly. He's Japanese. He wrote this story, posted it online.Some of you may have seen it, maybe you haven't. I want to read it to you. He says,"USA, a Mexican restaurant. We had not yet ordered anything and the food was already arriving. Chips, salsa, unrequested, free.I stopped the waiter. We have not earned these. They just come with the table, man. Okay.Now, he didn't say,"We've not ordered these."He's Japanese. He said,"We have not earned these."There's something going on here for him. Let's see what happens. They come with the table. In my land, hospitality is a debt.Every gift creates an obligation weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner. This is not an appetizer. This is a declaration. We trust you.Eat. chips hit the table and he starts having psychological problems. He is working his best to process what on earth is happening. And it is culturally cross so many lines for him that they've made a declaration of trust. Now, do you feel well trusted when chips hit the table? I don't think you've ever thought about it.I ate with the gravity the moment deserved. People are snacking, eating chips. He's eating with gravity over here. And then I must report this calmly. The basket emptied and a new one appeared.Did we? Like he's trying to What is happening? Refill. The waiter said it's bottomless. Bottomless.They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined. My friend warned me,"Don't fill up on chips, dude. Too late."I had accepted three baskets. Honor demanded each one be finished.An unfinished gift is an insult. By the time my actual food arrived, I was a ruined man. This is a trap for a Japanese person because if you finish the chips, they're going to give you more. But he has to finish the chips or he's dishonoring the whole group of people that have brought him here. He's dishonoring those who have handed to him.He's got to honor the gift. He's got to finish the chips. And when he does it, another basket arrives. He says,"Thank you."And goes back to eating with the gravity the moment demands. It says this,"I was not hungry.I was not comfortable. I had been defeated by a courtesy."Generosity that arrives before the request cannot be repaid. It can only be survived. I know the rule. I have made my peace with the basket.One basket. Two at the most. Who am I deceiving? There is no number of baskets I would refuse. The trust of a nation is in that salsa and I intend to honor all of it.Now, have you ever been in a Mexican restaurant and thought,"The trust of the nation is in this salsa. I must honor their trust."Not once, not ever. And as he describes this to you, it's like,"What are you even talking about? How is this an honor shame situation? This is we're at a restaurant.How are you having to honor their gift? They're just giving you chips. Like the it doesn't compute for us. And what happens when we interact with someone who has a completely different culture because you've just been trained in a culture. You've just been equipped in one.And there are things that are ingrained in you. If I'm somewhere and there are no seats and there's a lady, I have to get up. And I'll say,"Here, you have the seat."And if they say,"No, you sit."Then we both just stand because I can't sit back down because I'll die inside and think about it later. I'll ride in my truck later and be like,"I was sitting. They were standing.What have I not?"Like it messes with me because it's been it's built into me. We We all have these things. He has that. So he's overthinking chips where we're all free and we can explain it to him, but he can't not feel it. He can't not feel the chips sitting in the basket.I'm sure there was a moment when he was thinking,"Don't eat But he's like,"I have to or I'm bringing shame and not handling this well and I've got to be thankful and the trust of the nation is in this salsa, whatever that means."Now, what happens when we interact with people of other cultures like that is that we'll often look at them and go,"Huh, that's how y'all think about that? That's interesting. That's not how we think about it, but that's interesting. It's it's weird. You might ask more questions, but there's this level of humility.We'll read things in the biblical text where we're bringing our same American, Western sensibilities. We'll run into something that we don't understand and we'll go,"Well, that's wrong. Feels unfair to me. Unfair means unjust. Unjust means wrong.Wrong means evil. If God's like this, then he's unfair. Unjust, wrong, evil. I don't have to follow him. I don't have to believe him."and we will come with the most insane level of blind confidence that if it goes against my sensibilities, I'm right, it's wrong, and God can be dismissed.Now, in this situation, if we're going to have a handful of humility and a handful of blind confidence, and we have to choose who we're going to interact with, God or noaga, who gets humility and who gets confidence? I'd say let's hit Nounaga with blind confidence and let's walk towards God with some humility. But we so often just go, it feels sideways to me, so it must be wrong. And if I feel it, then it's wrong and so this can't be good and therefore I can get rid of it. What ought to happen when we hit a text and we go,"Wait a second.Headship guilt. Wait a second. Blood sacrifice from family members to pay this back. There's blood guilt. I don't understand that.What we ought to realize is there's something wrong in my understanding. I'm missing a piece and I've got to submit to this because God has authority over me and he's right. I'm not wrong. If God is real and we believe that he's real and that he's over all things, then we should expect to find things in the Bible that confront us and that correct us. If every time you run into one of those, God has to conform to you, well then you're God and you're in charge.So, we should expect there's going to be moments like this. And y'all, you you can come to the scriptures and go, I don't understand that, but I'll submit to it. I don't understand exactly how that works, but I'll I'll believe it. And that exact same framework I just gave you, you use all the time. You use it, you've used it with your parents, you've used it with a mechanic, you use it with an accountant, you've used it with a doctor.They explain something to you and you don't go,"In order for me to take this medicine, I'm I too must become a doctor. You just go,"I don't understand. I don't understand half the words you just said, but I trust you. And we come to the scriptures and we'll read something we don't understand and go, I guess it must be wrong. I guess I can dismiss God.And that is the most arrogant, prideful, nonsensical position to hold. This is hard to understand. It's hard to It's easy to understand. It's hard to accept. It's hard to get our jump past our sensibilities.This idea of guilt that spreads. But what that means is that there's more to sin than you understand. There's more to sin than you realize. If sexual sin can pollute the land, and if blood guilt can pollute the land, and if it can be shared down to families, and if everybody can pay for it, there's more to sin than you understand. It's actually more dangerous than you think it is.It's like if you tell a child to wash their hands and they look at their hands and go,"They're not dirty."It's like,"That's not how it works."Your hands could be coated in diseases. We don't know. Just wash your hands. And knowing you, they probably are. Go wash your hands.Like, that's And we're like, well, that's not how sin works or this sin isn't a big deal or it's just my sin or it's just their sin or it should it's like that's not how it works. And we should look at passages like this and realize there's more to it and it's more dangerous and it's more heinous. And that we should walk with some level of humility. And whether you like it or not, this idea of representative headship and representative atonement, it's the exact situation you find yourself in. We had a representative named Adam who is the representative head over all of humanity.And he rebelled against God. And we've all been born into Adam into sin because of what he did. This is why the Bible will say things like,"In Adam all die."When you were born, before you got a birth certificate, you were theologically, metaphorically handed an undated death certificate. It's a guarantee because we're in Adam and his sin has spread. and it has to be paid for. And if we read something like this and go there's a 23 and me roundup where they went and got these guys to have their blood pay for this debt and we we repulsed by it.But there's a reality of Jesus showed up to pay a blood debt so that there might be forgiveness. That's what Hebrews 9:22 says. Indeed, under the law, almost everything is purified with blood and without the shedding of blood, there is no forgiveness of sins. So that Jesus has to come pay a debt. So that in this story, it's as if David were to respond and say,"Well, Saul sinned on behalf of the people.He was the king. I'll pay the debt on behalf of the people. I'm the king. I'll be their new representative. Hang me up."the gruesome picture of a son being stripped and impaled before his mother to be laid out in the sun to die on behalf of others for sin he didn't commit is the exact picture of the cross and the exact hope that we have that there was a representative head who did not sin on beha our behalf but saves on our behalf who paves on our behalf This is what 1 Corinthians 15:21-22 says.For as by a man came death, by a man has come also the resurrection of the dead. For as in Adam all die, so also in Christ shall all be made alive. I want to read a quote by Charles Simeon in reference to this passage. He was a pastor in England. He says,"The blood of Saul's sons was poured forth as a sacrifice to national justice and as a means of averting the divine displeasure."And it was considered by God as an atonement for the sin which Saul had committed.How much more then will God accept in our behalf the blood of his own son who was sent into the world for the express purpose that he might expedate our guilt and procure for us reconciliation with our offended God. You are either in Adam alone or you're in Christ. We're all in Adam and you can stand in Adam and be under guilt or you can have Christ be your representative head to pay the guilt for you. And you don't have to understand how that works. You just need to understand that it works.That you can humbly walk to the Lord and say,"I don't exactly know how guilt works. I don't exactly know how sin works this way. I know that I've sinned, but I don't know how it works that I'm under this curse. But I understand that you're willing to accept the sacrifice of Jesus. You're willing to accept his atoning blood.You're willing to let him pay on my behalf. And I want him to pay on my behalf. I want to be saved. I want to be rescued. I want him to be my representative head.And you don't have to understand exactly how that works, but you just need to know that that's how it works. And that we get to have Jesus represent us to the father so that we might be forgiven. And if Jesus represents you to the father, you are forgiven. The atoning sacrifice has been paid. So, may we read texts like this with a level of humility, and may we read texts like this in a way that helps us appreciate the goodness of Christ on our behalf.The band's going to come back up.In a moment, we're going to receive communion, which is where we as Christians take time to remind ourselves of the hope of the gospel. We have communion elements set up in the front here. Here we have them in the back. And in that corner there, if you have a gluten allergy, we have a a gluten-free table. And what we do when we take communion is we remind ourselves that there is blood that has been shed on our behalf, that an atoning sacrifice has been paid, that the debt has been covered, that Jesus Christ really came for the express purpose to bridge and reconcile us back to God.It is something for Christians to partake in where we take the body where Jesus said on the night he was betrayed he took bread and he said this is my body broken for you and he gave it to them and said take this and then he took a cup and he said this is my blood shed for the forgiveness of sins take drink and so we take the bread reminding us of the body of Christ that's broken we take the cup we drink reminding us of the blood that was shed and the new covenant that was made with us and we take it reminding ourselves that the atonement has been made.If you are not a Christian, then do not take communion. But we would invite you to come to know Christ and to ask him to be your representative head to rescue you and to get you out of this problem.Let's pray.Lord, may we approach you with humility. May we honor your sacrifice and your generosity and your grace. And Lord, may we hide behind the representative sacrifice of Christ that pays for sin. Trusting in you and you alone in Jesus name. Amen.When you are ready, take and eat.
O Brasil está se consolidando como um potencial líder global na produção de combustível sustentável de aviação, alavancando refinarias com apoio governamental, abundantes recursos de matérias-primas e um mandato de mescla diferenciado. No México, estão previstos investimentos em infraestrutura para posicionar o país como comercializador regional de SAF. Saiba mais sobre o cenário do SAF na América Latina ouvindo esta conversa entre Camila Fontana, chefe adjunta da redação da Argus em São Paulo; Josh Vence, vice-presidente de operações responsável por biocombustíveis para a América Latina fora Brasil; e Lucas Boacnin, gerente de desenvolvimento de negócios com foco em transição energética. Os temas discutidos neste episódio incluem: Abordagem regulatória distinta no Brasil Matérias-primas no Brasil: óleo de soja, coprocessamento, culturas de cobertura e macaúba Arcabouços globais e regionais de redução de emissões México como mercado estratégico para o desenvolvimento do SAF na região Matérias-primas no México: cana-de-açúcar e resíduos
Brasil se está consolidando como un posible líder mundial en la producción de combustible sostenible de aviación, aprovechando refinerías respaldadas por el gobierno, abundantes recursos de materias primas y un mandato de mezcla diferenciado. En México, se están planificando inversiones en infraestructura para posicionar al país como un comercializador regional de SAF. Conozca más sobre el panorama del SAF en América Latina escuchando esta conversación entre Camila Fontana, subjefa de la oficina de Argus en São Paulo; Josh Vence, vicepresidente de operaciones a cargo de biocombustibles para Hispanoamérica; y Lucas Boacnin, gerente de desarrollo de negocios enfocado en la transición energética. Los temas tratados en este episodio incluyen: Enfoque regulatorio diferenciado en Brasil Materias primas en Brasil: aceite de soja, coprocesamiento, cultivos de cobertura y macaúba Marcos globales y regionales de reducción de emisiones México como un mercado clave para el desarrollo del SAF en la región Materias primas en México: caña de azúcar y residuos
Brazil is establishing itself as a potential global leader in sustainable aviation fuel production, leveraging state-backed refineries, abundant feedstock resources, and a distinct blending mandate. In Mexico, infrastructure investments are planned to position the country as a regional SAF marketer. Learn more about the SAF landscape in Latin America by listening to this conversation between Camila Fontana, Deputy Bureau Chief of the Argus office in Sao Paulo, Josh Vence, VP of Operations in charge of biofuels for Hispanic America, and Lucas Boacnin, Business Development Manager focused on energy transition matters. Topics discussed in this episode include: Distinct regulatory approach in Brazil Feedstocks in Brazil: soybean oil, coprocessing, cover crops and macauba Global and regional emission reduction frameworks Mexico as a critical market for SAF development in the region Feedstocks in Mexico: sugarcane and waste-based
In Episode 561 of District of Conservation, Gabriella speaks with Kostas Moros of Second Amendment Foundation about the latest gun cases federally and in the states. Kostas discusses SCOTUS ruling favorably on two gun rights cases, Virginia courts blocking Virginia Democrats' new gun control laws, and what to expect at SAF's upcoming Gun Right Policy Conference in Dallas, Texas, this September. Tune in to learn more!SHOW NOTESSecond Amendment FoundationFollow Kostas on Twitter/XSAF Gun Rights Policy ConferenceSupreme Court strikes down Hawaii gun restrictionState Judge Blocks Virginia ‘Assault Firearm' Sales Ban
In this episode, we speak with Robert Hyslop, Executive Vice President of Global Aviation at DHL Express, who oversees one of the world's largest dedicated air cargo networks and has helped turn the company into one of the biggest corporate buyers of sustainable aviation fuel.He discusses:Tripling SAF usage in a single year: How DHL moved from 3.5% to 10% SAF use within a year by securing reliable suppliers early and signing offtake agreements globally, purchasing allotments well ahead of when the fuel will actually be used.The GoGreen Plus programme: How DHL's GoGreen Plus product lets customers co-invest in decarbonising their shipments, and how it has had a strong take-up in emerging markets, and how those revenues are reinvested into buying more SAF.The virtual global airline and book-and-claim: Why DHL operates as a network of airlines rather than one carrier, relies heavily on belly space in passenger aircraft, and has become the scope 3 customer in a five-year book-and-claim deal with IAG Cargo.Efficiency as the other half of the story: How fleet modernisation from the 747 to the 777 freighter, plus a fuel optimisation programme rolled out across 12 airlines, avoids 15-17 million gallons of fuel a year.Why SAF remains the mainstay: Why heavy, long-haul cargo cannot yet move away from the conventional jet fuel.If you LOVED this episode, you'll also love the conversation we had with Aaron Robinson, Vice President of SAF at the International Airlines Group (IAG), who shares the airline group's journey to becoming the global leader in SAF use. Check it out here.Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Sustainability - DHL Group GoGreen Plus: Reduce carbon emissions - DHL DHL Express and Phillips 66 advance SAF usage in the US through multi-year agreement - Biofuels International Magazine DHL, IAG Cargo sign 5-year deal to use SAF to reduce air freight emissions - ESG Today DHL signs sustainable aviation fuel supply deal with SAF One in Bahrain - Reuters
In this episode, Professor Sahar Aziz is in conversation with award winning journalist Isma'il Kuskush about the complex origins, multiple domestic and foreign actors, and human rights crisis of Sudan's war. The ongoing power struggle between rival military elites is rooted in decades of militarization, failed democratic transition, and unresolved ethnic conflict. Its humanitarian consequences—mass displacement, famine risk, and widespread atrocities—have elevated it into one of the most severe human rights crises globally.The current war in Sudan began in April 2023, when fighting erupted between two factions of the country's security forces: the Sudanese Armed Forces (SAF) and the Rapid Support Forces (RSF). The immediate trigger was a dispute over integrating the RSF into the national army as part of a planned transition to civilian rule after years of military dominance. A critical turning point occurred in 2019, when longtime dictator Omar al-Bashir was overthrown. A fragile civilian–military transition followed, but in October 2021, the SAF and RSF jointly staged a coup that derailed democratic reforms. Tensions between the two leaders then escalated into open conflict as both sought control over the state, economic resources (especially gold), and the future political system.The devastating war in Sudan has produced what many international organizations describe as the world's largest humanitarian crisis. Millions of civilians have been displaced, and basic infrastructure—healthcare, food distribution, and education—has collapsed in many regions.BiographyIsma'il Kushkush is a Sudanese-American journalist who was based in Khartoum, Sudan, for eight years, where he contributed to The New York Times, CNN, Voice of America and Al Jazeera English. For two three-month periods in 2014 and again in 2015, he was acting bureau chief for The New York Times in East Africa based in Nairobi. He has covered political, economic, social and cultural stories from Sudan, South Sudan, Kenya, Ethiopia, Somalia, Burundi, Sweden and the United States. He has also worked as a fixer, translator and interpreter. Kushkush grew up in the United States, Sudan, Syria and Kuwait. He received a master of arts degree in journalism from Columbia Journalism School in New York with a focus on politics and global affairs. He is a fluent Arabic-speaker.Recommended ReadingsIsma'il Kushkush,Leaving Khartoum(The New York Review 2025)Isma'il Kuskkush,Sudan's Journalists Risk Everything to Cover a War the World Ignores(Neiman Reports 2026)Isma'il Kushkush,Sudan's Uprising, Bashir's Fall, and My Father's Passing(The New Yorker 2019)#Sudan #HumanRights #Khartoum #CivilWar #UAE #EgyptSupport the showSupport the Center for Security, Race and Rights by following us and making a donation:Donate: https://give.rutgersfoundation.org/csrr-support/20046.html Subscribe to our Youtube Channel: https://www.youtube.com/playlist?list=PLEbUfYcWGZapBNYvCObiCpp3qtxgH_jFy Follow us on Twitter: https://twitter.com/rucsrr Follow us on Instagram: https://instagram.com/rutgerscsrr Follow us on Threads: https://threads.com/rutgerscsrr Follow us on Facebook: https://facebook.com/rucsrr Follow us on TikTok: https://tiktok.com/rucsrr
Concealed Carry Magazine's executive editor Kevin Michalowski sits down with Michael and Alisha for a straight conversation most gun owners need to hear: marksmanship is the easy part. The hard part — mindset, the law, and what actually happens after you use a firearm — is where most people are undertrained. He also breaks down how everyday people are protecting their houses of worship after the Michigan church attack, and why a "safety team" beats doing nothing. Then it's a packed news week: California's AB 1948 (your CCW could go from a 2-year to a 3-year permit), a 9-0 Supreme Court win for gun owners, a Pasadena PD dashcam you have to see to believe, and a new Second Amendment Foundation lawsuit over red dots and carry guns. Chapters: 0:00 — Welcome + what's on the show 0:37 — Kristie Bruce-Lane wins big in San Diego's SD-40 — beating $4.5 million in opposition spending 2:58 — Movie Night: SDCGO takes over a theater for "Young Washington" (July 7) 4:03 — Massad Ayoob's Deadly Force Instructor class comes to San Diego (July 11) 6:04 — AB 1948: California moves to extend CCW licenses from 2 years to 3 16:41 — Kevin Michalowski (Concealed Carry Magazine / USCCA): training, mindset & defending houses of worship 49:29 — Cakes Concealed: rethinking off-body carry for women, with founder Tamkin 1:12:44 — Pasadena PD "horseplay": an officer shoots his partner on dashcam 1:24:23 — Supreme Court 9-0: marijuana use alone can't strip your gun rights 1:42:13 — SAF sues Contra Costa County over red dot, light & 1911 carry bans 1:57:01 — Stump My Nephew: Smith & Wesson, Volcanic & the birth of the Henry rifle (Chapter times are from the raw recording — shift them by however much intro/cold-open gets added in post.) If you carry, train others, or just want California gun news told straight, this one's for you. New episodes every Sunday. Subscribe and hit the bell so you never miss one. ▶ https://gunownersradio.com ▶ https://youtube.com/@gunownersradio #ConcealedCarry #SelfDefense #SecondAmendment #GunOwnersRadio #2A
The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Oracle NetSuite. As AI becomes increasingly embedded, the focus for business leaders is now shifting to, “How can we use it responsibly and profitably?”Based on what other businesses have experienced with the new tools, we are starting to see what works and what doesn't. This new business guide, "Practical AI Lessons and Strategies," discusses financial analysis applications of AI, including prompt engineering, presenting results with certainty, and securing confidential data.Download the business guide now for lessons and strategies for using AI in finance analysis. Included is a practical roadmap to follow as your finance team scales AI usage.https://www.manufacturing.net/formstack/practical_ai_lessons_and_strategies?utm_source=podcastEvery week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:Strike to End at GM Supplier; Workers Win Significant Increases and Workers at GM Supplier Plant Ratify New Deal, Ending StrikeWorkers could see a host of new benefits.https://www.ien.com/operations/video/22968847/strike-to-end-at-gm-supplier-workers-win-significant-increaseshttps://www.ien.com/operations/news/22968986/workers-at-gm-supplier-plant-ratify-new-deal-ending-strikeJBS Shutting Down Multiple Plants, Eliminating Over 2,000 JobsThe move comes amid a cattle supply squeeze.https://www.ien.com/operations/video/22968956/jbs-shutting-down-multiple-plants-eliminating-over-2000-jobsFord Tearing Down One Engine Every Day After Record-Breaking Year of RecallsThe automaker recalled 12.9 million vehicles over 153 separate campaigns last year.https://www.ien.com/operations/video/22969051/ford-tearing-down-one-engine-every-day-after-recordbreaking-year-of-recallsIn Case You Missed ItIn a World's First, Researchers Turn Cow Poop Into Jet FuelNot to toot its own horn, but the company said its SAF costs a lot less to make.https://www.ien.com/product-development/news/22968881/in-a-worlds-first-researchers-turn-cow-poop-into-jet-fuel8 Killed in B-52 Bomber Crash in Southern CaliforniaThe aircraft went down during a routine test mission.https://www.manufacturing.net/aerospace/news/22969001/8-killed-in-b52-bomber-crash-in-southern-californiaNew Firm Emerges from Stealth; Using AI to Democratize Custom Chip Design and Birth 'Designless Semiconductor Industry'One of the co-founders skipped high school to enroll in college at 15 and went to work on custom chips at Apple and Tesla.https://www.ien.com/artificial-intelligence/news/22969153/architect-labs-emerges-from-stealth-using-ai-to-democratize-custom-chip-design-and-birth-designless-semiconductor-industry#Manufacturing #ManufacturingNews #LaborStrike #GM #GeneralMotors #Ford #JBS #Layoffs #SupplyChain #FactoryJobs #QualityControl #AutomotiveManufacturing #Industry40 #ArtificialIntelligence #Semiconductors
NESTA EDIÇÃO. Enquanto ANP inicia pagamento da primeira subvenção, Ministério da Fazenda indica que subsídios aos combustíveis podem ser encerrados, com acordo de paz no Oriente Médio. Comissão aprova MP do Frete sem venda direta de combustíveis. ONS adota medidas preventivas para lidar com El Niño mais forte. Operador também sinaliza que plano emergencial de corte de geração deve se tornar mais frequente. MME promete decreto do SAF “em breve”. ***Locução gerada por IA
The war in Iran has disrupted the global fuel supply. That has sent airline prices soaring and cancelled scores of flights. This got Short Wave host Emily Kwong wondering: Could another fuel source help take us to the skies? Today on the show, we explore the chemistry and cost of sustainable aviation fuel. Along the way, we highlight two initiatives to create a regional SAF supply – one in Washington and one in Pennsylvania. Interested in more stories about the future of flying? Email us your question at shortwave@npr.org.Listen to every episode of Short Wave sponsor-free and support our work at NPR by signing up for Short Wave+ at plus.npr.org/shortwave.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
Send us Fan MailThis is the third and final episode in a three-part WTR Symposium Series podcast on investment opportunities in industrial decarbonization and the circular resource economy. WTR's Shawn Severson and Peter Gastreich are joined by CEOs of Abundia Global Impact Group (AGIG), Ace Green Recycling (anticipated NASDAQ: AGXI); Aduro Clean Technologies (ADUR), Comstock Inc. (LODE) and Northstar Clean Technologies (ROOOF). The podcast explores how five differentiated and high-growth companies are profitably converting waste including plastics, batteries, biomass, solar panels and asphalt shingles into high-value outputs including critical minerals like silver and lithium, circular chemical feedstocks, SAF and construction materials and underpinned by domestic supply chain tailwinds and a double revenue model getting paid for both finished product and waste intake.
NESTA EDIÇÃO. Depois de três meses, Brent volta a ficar abaixo dos US$ 80. Petrobras e Finep lançam edital para eletrolisador nacional de hidrogênio. Brasil e Países Baixos definem agenda de cooperação em SAF e hidrogênio até 2028. Venezuela assina acordo com GE para recuperação do setor de energia elétrica. ***Locução gerada por IA
Top stories on today's show include:-The reopening of the Strait of Hormuz is expected to have a negative impact on U.S. corn and soybean prices.-The cattle industry continues to battle tight supplies, and a livestock economist says that's not expected to change anytime soon. -A southwest Iowa cattle farmer says his family is still picking up the pieces after a devastating storm system hit his area on June 11th.-The CEO of Circularity Fuels says for the first time raw agricultural biogas has been turned into sustainable aviation fuel (SAF).See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Yellow flag laws, competition shooting gone off the rails, and a "Stump My Nephew" question that finally landed — Michael and Sam are coming to you from Virginia with a stacked show. SAF's Bill Sack breaks down what "yellow flag" laws actually are and how they differ from red flag / ERPO laws. Michael Ware of the Iowa Firearms Coalition shares a 15-year grassroots playbook for winning on the Second Amendment. Then trainer Paul Markel (Student of the Gun) joins to defend his article on competition shooting, aftermarket triggers, and why reliability beats speed every time. ⏱ CHAPTERS 0:00 — Cold open 2:07 — Welcome + what's on the show (Massad Ayoob class, movie night & more) 10:35 — Yellow Flag Laws, Pt. 1: how they differ from red flag laws (Bill Sack, SAF) 22:50 — Yellow Flag Laws, Pt. 2: 5150, the Baker Act & the due-process fight 36:51 — Iowa's 2A Playbook: relationships, candidate files & preemption (Michael Ware, IFC) 1:09:15 — "Gun Gamer Autism," Pt. 1: is competition actually training? (Paul Markel) 1:22:05 — Training vs. Practice + the Trigger-Swap Trap, Pt. 2 1:33:16 — Reliability Over Speed, Pt. 3: sights, gear & where to draw the line 1:49:25 — Stump My Nephew: the oldest weapon in continuous US military service
"The world has changed around Thailand since Covid, whereas Vietnam appears more in control of its destiny." As we race toward the midpoint of 2026, it was another week with plenty of travel talking points in ASEAN and beyond. The week, Gary and Hannah visit Vietnam, Thailand, the Philippines, Malaysia, Cambodia, Laos and China to decipher the top takeaways. We begin in the Philippines with the latest reports from the devastating earthquake in Mindanao, and send our very best wishes to people across the nation for Philippine Independence Day. Next up is IATA's State of the Global Air Transport Industry report, with some scything parting words from Director General, Willie Walsh, regarding policies around sustainable aviation fuel (SAF), which he says have put progress "under pressure." We then deconstruct the merits and debits of a detailed article comparing the tourism policy trajectories of Thailand and Vietnam - written from a Thai travel industry perspective (TLDR: Pinch. Of. Salt.) Plus. we look at how Malaysia has enticed a Chinese cruise operator to establish a regional home port on the west coast, address the reasons why Vietnamese airlines are attempting to expedite orders of Boeing planes - and we delve into our media headline of the week: "Five days, unlimited durian, zero apologies."
In this episode, we speak with Elvis Ebikade, Director of Strategic Market Development at Bioleum Corporation, about why the Global South should be producing SAF rather than just exporting raw feedstocks, how renewable fuels are becoming an energy security play, the technical challenge of getting aromatics into SAF, and what actually separates a bankable SAF project from a good-looking spreadsheet.Ebikade discusses:The case for Africa and Southeast Asia as SAF producers, not just feedstock suppliersWhy exporting feedstocks and reimporting SAF adds a carbon intensity penalty that undermines the product's core valueFeedstock diversity in Africa: HEFA, alcohol-to-jet, woody biomass, and e-fuelsThe energy security reframe: why renewable fuels change who sits at the tableExport vs book-and-claim: why there's no single model for Global South SAFWhat Bioleum is building: lignin-to-aromatics, cellulosic ethanol, and the Hexas Biomass acquisitionWhy most SAF today still needs to be blended with fossil jet fuel before it can be used to power aircraftWhat makes a SAF project bankable: feedstock, offtake, EPC, and a credible path to cost parityThe gap between financial models and operational realityIf you LOVED this episode, you'll also love the conversation we had with Meg Gentle, Executive Director at HIF Global, about how synthetic fuels and waste-based pathways could reshape the economics of sustainable aviation fuel. Check it out here. Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More:Bioleum Corporation Why the Global South could produce aviation's cheapest sustainable fuels - SimpliFlyingThe six-times markup that convinced a Kenyan entrepreneur to make his own SAF - SimpliFlying Could Cameroon become Central Africa's SAF gateway? - SimpliFlying The country that banned petrol cars is now betting on SAF - SimpliFlyingHexas: A sustainable solution to the food vs. fuel debate - SimpliFlying
We Like Shooting - Ep 665 This episode of We Like Shooting is brought to you by: Foxtrot Mike (Code: WLSISLIFE) C&G Holsters (Code: WLSISLIFE) Midwest Industries (Code: WLSISLIFE) Blue Alpha Bowers Group (Code: WLS) Otis Technology (Code: WELIKESHOOTING15) Second Call Defense Text Dear WLS or Reviews +1 743 500 2171 Public Show Titles GOA GOALS Aug 1-2 in Iowa. https://goals.goa.org/ GunCon.net Tickets on sale now. Use code AGENCY171 GEAR CHAT (Nick) Nick's Dumb 6.5 Creedmoor Nick's Dumb 6.5 Creedmoor DERYA RELEASES THE RAN AND RAN Derya RAN and RAN-X Series Lever-Action Rifles Derya announced the official launch of its RAN and RAN-X lever-action series, featuring modernized designs with factory-integrated aftermarket upgrades including threaded barrels, M-LOK forends, and adjustable stocks. Available in .357 Magnum, .44 Magnum, and .45 Long Colt, the series will be showcased at GunCon 2026. Derya has launched the RAN full-size and RAN-X compact pistol lever-action series in .357 Magnum, .44 Magnum, and .45 Long Colt. The rifles feature a mono-block steel receiver, threaded suppressor-ready barrel, M-LOK compatible forend with Picatinny rail, fixed front and adjustable rear sights with optics rail, and rebounding hammer. The RAN offers wood or patented adjustable aluminum Ironwolf stock options while the RAN-X uses a 12″ barrel with Steelfang PSB Ironwolf grip system at 22.95″ overall length. BULLET POINTS SOLDIERSYSTEMS Roni Nano Roni Pistol-to-Carbine Conversion Kit Houston, TX – Roni Corporaton, the leading designer and manufacturer of the renown Micro-Roni, PDW-style pistol-to-carbine conversion kits and other fi … The Nano Roni is Roni's most compact pistol-to-carbine conversion kit that installs a handgun into a chassis in seconds without tools, transforming it into a pistol-braced PDW. It includes a complete system with chassis plus accessories such as magazine holders, light mounts, Picatinny rails, charging handles, optics mounts, slings, and a belt holster. Initial compatibility covers multiple Glock models with additional Glock, SIG Sauer, Taurus, and Canik models planned; available in black, OD Green, and Flat Dark Earth. THE TRUTH ABOUT GUNS Can You Shoot 5.56 Through a .22 Suppressor? – The Truth About Guns Can you shoot 5.56 through a .22 suppressor? Usually no. Here's why pressure, heat, and gas volume matter so much. The article addresses whether .556/.223 ammunition can be safely fired through a standard .22LR (rimfire) suppressor. In the general case, it is not safe or recommended. Most dedicated rimfire suppressors are engineered only for the much lower pressures, smaller gas volumes, and reduced heat produced by .22LR, .22WMR, or similar rimfire cartridges. NSSF NSSF Releases Most Recent Firearm Production Figures (ATF AFMER 2023) Over 32 million Modern Sporting Rifles in Circulation WASHINGTON, D.C. — NSSF®, The Firearm Industry Trade Association, released the Firearm Production in the United States including the Firearm Import and Export Data 2025 Edition (reporting 2023 data) to its members. The report compiles the most up-to-date information based on data sourced from the Bureau of Alcohol, […] According to the NSSF article dated January 15, 2026, ATF AFMER data shows 2023 U.S. domestic firearm production at 8,466,729 units, a 15.4% decrease from 2022. Total firearms made available for the U.S. market in 2023 were 13,574,653 (handguns 8,176,535; rifles 3,899,907; shotguns 1,498,211). Cumulative civilian firearms in possession 1990–2023 reached 506.1 million, with modern sporting rifles (MSRs) in circulation estimated at over 32 million. GUN FIGHTS Play the best Price Is Right-style GunBroker game on the internet. BANGRANK A live cast ranking segment for anything and everything in the gun world, powered by questionable certainty, strong opinions, and audience voting. THE AGENCY BRIEF Agency Update 1. AGENCY BRIEF: RUBY RIDGEWhat Ruby Ridge really was: a federal pressure campaign over a minor, technical gun charge that turned into a botched siege, unconstitutional rules of engagement, and the killing of a mother and her child. The setup started in 1989. The ATF wanted an informant inside Aryan Nations circles in northern Idaho. They targeted Randy Weaver, an Army veteran living off-grid with his family. Weaver had racist beliefs and associations, but constitutional limits matter most when the person in the government's sights is unpopular. The ATF used an informant to cultivate Weaver and buy two shotguns. The agency claimed the barrels were cut a fraction of an inch below the 18-inch legal minimum. Whether Weaver cut them at the informant's request or sold them as-is is heavily disputed. What is confirmed is what happened next: the ATF did not arrest him to protect the public. They used the federal firearms charge as leverage to pressure Weaver into becoming a paid snitch. Weaver refused. Because he refused, the ATF pushed the case to prosecutors, and Weaver was indicted in late 1990. Then came the bureaucratic failure. Weaver's court-appointed attorney was sent a notice with the wrong appearance date, and Weaver missed his hearing. Instead of resolving a government paperwork error cleanly, the system escalated. The U.S. Marshals launched an 18-month surveillance operation on his remote cabin. In August 1992, an armed reconnaissance team of Marshals encountered Weaver's 14-year-old son Sammy and family friend Kevin Harris in the woods. A firefight erupted. Exactly who fired first remains disputed, but the results are not: the family dog was killed, Sammy Weaver was shot and killed while running back toward the cabin, and Deputy U.S. Marshal William Degan was killed. The FBI's Hostage Rescue Team was called in to take over. Instead of containment, the FBI adopted modified, unconstitutional rules of engagement. In plain English, agents were told they “could and should” shoot any armed adult male seen outside the cabin. FBI sniper Lon Horiuchi fired two shots. The first wounded Randy Weaver. The second shot, fired as Weaver and Harris retreated, passed through the cabin door and hit Vicki Weaver in the head while she stood in the doorway holding her 10-month-old infant. She died instantly. The legal aftermath demolished the government's narrative: A federal jury acquitted Kevin Harris of murder on self-defense grounds. Randy Weaver was acquitted of all original firearms and murder charges, convicted only of failure to appear and a bail condition violation. A 1995 Department of Justice review found the FBI's modified rules of engagement unconstitutional. The federal government paid over $3 million in civil settlements to the surviving family. Despite Senate hearings and state-level indictments, no federal agent ever served a day in prison for the killings. 2. WHY IT MATTERS Ruby Ridge is the ultimate case study in how federal agencies use technical firearms violations to manufacture leverage, and what happens when their targets refuse to bend. This operation was never about public safety. It was about coercion. When Weaver wouldn't play ball, the agency's objective shifted from investigation to punishment, kicking off a predictable escalation ladder: Use a regulatory charge as a trap. Demand intelligence cooperation, and turn refusal into a target on the citizen's back. Treat a procedural court-date mistake as a fugitive manhunt. Deploy paramilitary recon teams for a paperwork warrant. Rewrite deadly force rules on the fly to authorize a shoot-on-sight posture. Once federal agencies invest that much time, manpower, and ego, the institutional pressure to justify the operation takes over. They stop seeing citizens with rights, and start treating them as enemy combatants on American soil. 3. THE 2A ANGLE For gun owners, Ruby Ridge is the blood-soaked warning label on every “it's just a paperwork violation” argument. The underlying charge was a National Firearms Act measurement. That is the exact kind of regulatory trap Washington loves to describe as narrow, reasonable, and harmless. But in practice, technical gun laws give agencies the legal cover to ruin lives. That is the modern lesson for FFLs navigating zero-tolerance revocations, home builders facing shifting administrative definitions, and ordinary owners one bad pistol-brace ruling away from becoming a federal case file. Apply the Supreme Court's Bruen standard to the government's actions. There is zero text, history, or tradition from the founding era of a permanent federal bureaucracy measuring the barrels of defensive weapons to coerce citizens into acting as informants, and then militarizing a warrant service when the citizen refuses. The Founders would not recognize a system that turns a man into a felon over a quarter-inch of steel. Heller proved that the Second Amendment protects an individual right. But rights on paper mean nothing if the enforcement state can use a minor regulatory allegation to justify surveillance, coercion, and deadly force. The strongest takeaway from Ruby Ridge is that when the federal government wields broad, discretionary power over firearms, abuse is not a glitch. It is the natural result. When agencies can turn a fractional barrel measurement into a capital siege, the process itself becomes the punishment. Being technically compliant doesn't protect you; it just makes you useful until you aren't anymore. GOING BALLISTIC AMMOLAND SHOOTING SPORTS NEWS(Savage) NRA, FPC, SAF v. Maryland (SB 334 Glock-Style Handgun Ban) NRA, FPC, and SAF filed a federal lawsuit challenging Maryland's SB 334, arguing the state's Glock-style handgun ban violates the Second Amendment. The National Rifle Association, Firearms Policy Coalition,...
NRA-ILA Executive Director John Commeford joins Cam to discuss the new lawsuit filed by NRA, SAF, and FPC against Maryland's ban on Glocks and other striker-fired pistols, which is part of a broader strategy by gun control groups to do an end run around the Heller decision.
In this episode, we speak with Conor Madigan, founder and CEO of Aether Fuels, a climate technology company converting abundant waste carbon into low-cost sustainable fuels for aviation and ocean shipping. Madigan is one of the few founders approaching the SAF cost problem from an engineering-first, problem-first standpoint.He discusses:A problem-first approach to company building: Why Madigan began with a blank sheet of paper in 2020, fixed on the problem before choosing a technology, and only then exclusively licensed foundational technology from Chicago-area research institute GTI Energy.Moving beyond the HEFA feedstock ceiling: Why today's dominant SAF process, which converts waste fats, oils and greases, cannot keep pace with projected SAF demand demand as mandates tighten towards 2030.A contrarian bet against cheap hydrogen: Why Aether chose in 2022 to prioritise biogas, biomass and industrial off-gases over CO2-and-hydrogen e-fuels, judging that optimistic hydrogen price forecasts were unlikely to hold.The Aether Aurora technology: How tri-conversion merges two reaction steps into one reactor, how an electrified reactor lifts yield, and how novel catalysts cut the cost of fuel upgrading, all aimed at the capital cost that makes waste-fed plants expensive.Why Singapore won Project Beacon: How a fast-moving partnership with Aster, predictable government policy and ties to Temasek made Singapore the site of Aether's first commercial plant, and what other countries can learn from the model.Discipline on offtakes and the real scaling bottleneck: Why Aether has resisted investor pressure to sign speculative offtake agreements, and why Madigan sees project development and financing, not chemistry, as the constraint on scaling SAF.If you LOVED this episode, you'll also love the conversation we had with Synhelion's Founder and CEO Philipp Furler who unpacked how the Swiss technology company is working to scale synthetic fuels by tackling some of the fundamental cost and infrastructure barriers facing SAF today. Check it out here.Learn more about the innovators who are navigating the industry's challenges to make sustainable aviation a reality, in our new book ‘Sustainability in the Air: Volume 2'. Click here to learn more.Feel free to reach out via email to podcast@simpliflying.com. For more content on sustainable aviation, visit our website green.simpliflying.com and join the movement. It's about time.Links & More: Aether Fuels Aster and Aether Fuels partner on the first next-generation commercial SAF plant in Singapore RTI supports Aether Fuels in scaling sustainable aviation fuel Singapore Airlines Group and Aether Fuels sign MoU for sustainable aviation fuelAster and Aether Fuels Partner on the First Next-Generation Commercial Sustainable Aviation Fuel Plant in Singapore
Debate da Super Manhã: Com projetos voltados ao hidrogênio verde, e-metanol, biometano e combustível sustentável de aviação (SAF), o Porto de Suape vem consolidando sua posição como um dos principais polos brasileiros de transição energética e produção de combustíveis sustentáveis. No debate desta terça-feira (26), a comunicadora Natalia Ribeiro conversa com os convidados sobre a produção de energias limpas no complexo industrial pernambucano, a infraestrutura logística integrada e a conexão com os mercados nacional e internacional no setor de fontes energéticas sustentáveis. Participam do debate o diretor-presidente do Complexo Industrial Portuário de Suape, Armando Monteiro Bisneto; a secretária de Desenvolvimento Econômico de Pernambuco, Danielle Jar Souto; e o professor do Instituto de Petróleo e Energia (i-LITPEG) da UFPE, Fábio Machado Cavalcanti, integrante do Laboratório de Refino e Tecnologias Limpas (LabRefino/Lateclim), vinculado ao Departamento de Engenharia Química e ao Centro de Tecnologia e Geociências (CTG).
How anti-gun activists are openly pushing bans on firearm mfg, mag restrictions, semi-auto firearm bans, and attacks on law-abiding gun owners — while orgs like the SAF and local grassroots continue winning in court defending your freedoms.
Episode 88: Hormuz Oil Shock, Airfares and the Future of Flying - IATA's Chief Economist on the New Energy Crisis Oil shocks used to feel like something that happened in markets, headlines and awkward economist panels. Not anymore. In this episode of Trade Splaining, we look at how the latest energy shock is moving from oil markets into the parts of the economy people actually feel - airfares, airline schedules, fuel tanks, EV demand, government energy policy and, potentially, your next holiday. The Strait of Hormuz crisis is no longer just a geopolitics story. It is becoming a consumer story, a transport story and a very expensive reminder that energy security still runs through some very narrow places. This week, Marie Owens Thomsen, Chief Economist at the International Air Transport Association (IATA), joins the show to explain why aviation is facing what she calls a double energy crisis: an oil crisis and a refining crisis. Airlines do not fly on crude oil - they fly on jet fuel. And when jet fuel prices rise sharply, airlines face immediate pressure on costs, routes, pricing and survival. Marie breaks down why sustainable aviation fuel is not as simple as “just make greener jet fuel,” why refineries are far more interconnected than most people realise, and why the future of flying depends on much bigger questions around energy systems, investment, infrastructure and political timelines. In other words: aviation may be only a small slice of refined fuel output, but when the system starts creaking, everyone notices. Also in this episode: Trump and Xi apparently make trade nice again - details pending, napkins possibly missing - Europe's airlines brace for higher costs, EVs get a crisis-driven boost, Swatch and Audemars Piguet release expensive pendant-shaped plastic, Switzerland accidentally gets a king, and Italy battles the real menace of our time: marauding peacocks. In this episode: How the Hormuz crisis is feeding into fuel prices, airline costs and travel disruption Why jet fuel is not the same thing as crude oil - and why that matters How higher fuel prices could affect airfares, routes and airline profitability Why Europe may be especially exposed to aviation fuel shocks Marie Owens Thomsen on IATA, sustainability and the future of air transport Why sustainable aviation fuel requires a whole energy-system rethink How refinery economics shape the future of aviation Whether this crisis could accelerate renewable energy and alternative fuels The strange incentives now facing governments, airlines and consumers Switzerland's self-declared king and Italy's peacock problem Featured guest Marie Owens Thomsen is Chief Economist at the International Air Transport Association (IATA), where she is also responsible for environmental and sustainability activities and serves on IATA's Management Committee. She previously worked at Lombard Odier as Head of Global Trends and Sustainability and has held senior roles across investment banking, private banking and international economics. Keywords Trade Splaining, IATA, Marie Owens Thomsen, aviation, airfares, jet fuel, oil shock, Strait of Hormuz, energy crisis, sustainable aviation fuel, SAF, airline industry, global trade, energy security, transport, geopolitics, supply chains, renewable energy, refining crisis, airlines, EV demand, global economy.
The Great Talent Redistribution: Where is Talent Actually Going in 2026 and beyond? Is the start-up compensation model broken? How about big Big Tech? How about non-tech small & medium businesses? What is happening to talent, going forward? This and many other topics in this episode of Tech Deciphered. Navigation: Intro The Broken Contract? The Great Unbundling The Three (?) Destinations Alternative Cap Tables, Alternative Compensation Models Investor Landscape Fragmentation Operator Playbook and Predictions Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Goncalves Pedro Introduction Welcome to episode 77 of Tech Deciphered. This episode will focus on the great talent redistribution. Where’s talent actually going in 2026 and beyond? The Silicon Valley deal of the last 30 years, very low salary, stock options, you will either sell for a ton of money or IPO, and everyone gets rich, is seemingly broken. Or is it really? The dominant narrative says the tech middle class is dying. We disagree. There is obviously a lot of stuff going on whereby big tech is partially barbelling. There’s a superstar concentration on the top. There’s a bit of a seemingly allowing of the belly. We’ll come back to that. We don’t quite believe that is totally true. There’s a collapse at entry level. The belly is migrating into three, potentially even more, very different destinations: AI native startups, human-verified premium businesses, and the read the industrialized middle of the S&P 500 and SMB world. Each has its own cap table, each will have its own compensation model, and each will have its own investor profile. In some ways, this is the third episode in our Reset trilogy. We started with episode 75 on the SaaS-apocalypse. We talked about the great private capital reset in episode 76, and now we talk about talent redistributions. Bertrand, exciting times, not always positive times. Bertrand Schmitt Yeah, it’s exciting times because it’s a time of change. Of course, we have the doomsayers. If you listen to Dario Amodei of Anthropic, every white-collar job on Earth is going to disappear. I think I strongly disagree, and I suppose you too as well, we strongly disagree. It’s going to be more of a redistribution. If you look at the history of technology, this is what always happened. We forget how many jobs have disappeared over the past 150 years. We move from a time of 150 years ago. People were mostly in agriculture. Then you had a lot of weird jobs that disappeared from people transporting water to people bringing ice from the pools to people doing the job of computers. People forget that computer was a title given to human beings. We’re doing calculations. Then, of course, secretory jobs in the ’80s, ’90s, where suddenly anyone can type using a word processor, the rise of Excel, that sort of stuff. Many things have changed. Some jobs have indeed disappeared. Some jobs have totally transformed. Where you do these jobs have changed. I think we are at a similar stage where, thanks to AI, and I would say for now, or at least the rise of AI coding, there is a dramatic change happening. I don’t think it means that people will be without a job. It just means, from my perspective, that jobs are changing. You are not just doing a lowly coding level task that actually indeed could be replaced, but you are going to have more of builder type of mindset, a product manager type of mindset going forward. We also expect that the distribution of jobs, depending on the type of business, will be quite different. Nuno Goncalves Pedro The Broken Contract? Maybe let’s reset a little bit to the broken contract, or if it’s really a broken contract. There’s been this image in technology and tech that basically you get paid very little to work in tech. You get a bunch of stock options. The earlier you are in the company, the higher the level of stock option grants you get. Then you make a ton of money at some point because the company will either sell or IPO, and that’s heard of it. Obviously, there’s a lot of movements happening right now that are changing how these dynamics work. The first part is obviously AI, and in some ways, AI is shrinking companies. It’s not unheard of that companies with as little as four or five people reach 50 million in ARR. There’s companies with one person that have gotten bought for hundreds of millions of dollars or billion of dollars. Obviously, things are moving very, very fast, and therefore, there isn’t a large employee cap table. How would you share the upside? Would you actually give a couple of percentage points to an early employee rather than your 0.2-0.5% kind of thing for early employees? The second part is a little bit the other side of the table, which is the IPO market is seemingly in a drought. There’s not much happening in IPOs. Maybe 2026, at some point, there will be an unlock, but right now, it’s seemingly difficult to get your upside. Even if you’re an employee, you have to wait a long time. The median time of IPO has climbed over 10, 11 years, the longest in over a decade. Basically, not only you have to wait a long time as if there is an IPO drought, like we might be going through right now, when do I actually get my cash back? Unless the company gets bought, maybe there are secondary transactions along the way, maybe there’s something else. But obviously there’s a little bit of a reduction and lowering of the upside seemingly for this contract and for this place. The easy conclusion that I think many are taking is, because of all of this and all the layoffs that are happening, even in big tech, that serve the tech middle class is dying, that basically AI screwing the workers, et cetera, there’s also a lot of discussion that even it might be affecting the entry-level jobs as well. Everyone coming out of undergrad right now can’t get a job, et cetera. There’s this doomsday scenario that you’re alluding to that everything is changing. We have a slightly different perspective. We think there’s a realignment of market. In layoffs, there was a lot of layoffs that were warranted. Big tech, in particular, had actually hoarded a lot of engineering capacity over the last decade or so. There’s a little bit of a realignment that needed to happen in any case. When everyone’s saying, “Well, AI is compressing everything,” well, it’s compressing right now, but we don’t think actually it’s going to compress over time. You’ll still need engineering and science talent to come on board for you to be able to scale up. It’s not like AI is going to take care of everything and teams are going to be five people for companies that are worth a trillion dollars. That’s not happening. Today’s thesis, I think a little bit of this doomsday scenario needs to be seen with a more nuanced lens. I think that’s how we’re framing today’s episode, that there’s a bit of a nuance, there are some extremes happening. We’re going to talk about those extremes, but ultimately, it’s not quite as simple as saying that the tech middle class is disappearing in early jobs are going to be a thing of the past. Bertrand Schmitt At the same time, what you started with is true. I mean, that 50 million ARR company, just five people. At a bigger scale, that’s exactly the matrix for Anthropic. They have reached a stage where they are at a range of 12 million ARR per staff per employee. It’s metrics that are definitely never seen before. I don’t think any company raised to this level. Best in class, best run companies, one, two million per employees. I mean, that was your target if you can make it. We are definitely in a different game. But I think what matters at the end of the day, and that’s what we’re arguing, is that you have to see the big pictures. Yes, some positions might disappear inside some companies, but some other positions will be created in other companies. Usually, what people do is keep talking about the jobs who disappear and not looking at the bigger picture of jobs that are being created as well. What is true, and I think you alluded to that, is that the big tech the past 10, 15 years had some strategy of hoarding talent in a war where having the best talented people will make the difference in numbers, will make the difference between winning or losing. The Google of the world, the Microsoft of the world, the Amazon of the world, they were hoarding talent. They would try to make sure that they might not have such needs in talented number of people. But if they have the talent, it means their competitors didn’t have the talent. It means that the startup trying to reach scale couldn’t pay the giant salaries that the Google of the world were paying. There was definitely some hoarding. But it went so far in the 2020, 2021, that I think since then there has been a coming back to normal. There is also now in 2026, the recognition that it’s not true anymore. Yes, talent can be very valuable, but there is now a bigger and bigger gap between the extremely talented versus the rest that are merely talented because of AI. AI is able to replace at scale your software engineers, your software managers. I would say it’s quite new. I don’t think it was true a year ago. We’re really talking about a recent dramatic change in what can be achieved thanks to AI. We can see most of the big AI companies are moving to coding. It was started by Anthropic as a trend, OpenAI has followed through. Obviously, the Cursor of the world existed before, but they were not as successful. All the Chinese open-source models are moving very fast to coding optimization the past few weeks. It’s quite an incredible change. I think there is that dramatic change, recognition that coding can be done differently. As a result, we are going to see change in the distribution of jobs. I think it will start from the top because we see the news of the big Google, Microsoft, Amazon, and others who used to hold talented software developers to a change in realization that no, we actually need to invest in AI. We need to invest in compute because compute is going to do the job of most of these people. Therefore, we can’t pay for both at the same time, even us with all our money, we cannot. Wall Street is not going to let us do that. They start by removing a lot of position. I think we see that accelerating, quite frankly. We have only seen the beginning, but in the next 2 years, we see a dramatic shift. But I think my position, I guess yours, and you know as well, is that there will be a lot more opportunities created as well, probably by also entities. Nuno Goncalves Pedro The Great Unbundling Yeah, there will be more opportunities created. The hoarding is just taken also a little bit of a different view. To your point, there’s hoarding of resources, compute, et cetera. But there’s also hoarding of top talent. We are seeing people getting paid, packages all in that could run up to 100 million, in some cases even over 100 million over several years. This is unheard of. I mean, an officer of Meta would make, I don’t know, maybe 20, 25 million a year. It’s like now there are people that are on the top end of AI researchers that are getting paid around that amount just to join some of these companies. There’s a little bit of a different hoarding. It’s very selective hoarding of certain talent. We’ve seen some acqui-hires. We’ve talked about it in previous episodes that are just literally about getting one or two people specifically to come on board. Alexander Wang, again, going to Meta to lead their intelligence labs there. I feel, I don’t know what you feel, but I feel this is a transition moment where there is overpaying for certain talent on the top of the market. At some point, this will stabilize. You can’t keep paying people 100 million over 4 years or something like that across the board. To your point, a lot of this is actually going to scale up quickly also on the AI side. There’s a little bit of a different hoarding happening on the top end, not just the resources, but also of people, which seems to give further this notion of barbell, that there’s two extremes, the haves and have-nots, the super-duper talented people that get paid a ton of money, tens of millions of dollars a year at the very least. Then the emptying of the middle where there’s a ton of tech layoffs going on in some ways, the belly, as they would call it, is being expelled. The middle market, the managers are being fired because there’s nothing to manage. There’s a lot of positions going away. In some cases, you might keep some of the more junior talent, but with a little bit of experience. But even the talent coming out of colleges is not getting hired either. It’s a little bit of a weird thing where there’s hoarding at the top, there’s an emptying of the belly, the middle, and then the early, early, early is also not getting recruited. It’s like what gives? How is this going to look in the future? I agree fully with you, Bertrand, that there’s a migration of this talent, not only to other companies, but also to other jobs. There will be new jobs that will emerge out of this. The DevOps, dev tools market didn’t exist until maybe 20 years ago at scale, and it got created. In some ways, we’re seeing there will be new markets, there will be new roles and new jobs that will be created around engineering teams going forward. We can’t anticipate all of them. But basically, the emptying of the belly is true as it’s happening right now. The low hiring on the early and the top end, getting tons of money. We think this is a transition to something else. There’s the hoarding of engineering in general is coming to an end at momentum. Now it’s time to rightsize teams, to get the right at the table, et cetera, and start figuring out what works and what doesn’t work. We’ve already had some horror stories coming out even from Amazon where they were breaking systems with their use of AI tools, and I’m sure it’s happening across the board. I’m on a board of a company and been tremendously affected by Meta and its algorithms, where basically because of advertising, there have been people served with ads for this specific company where the ad doesn’t match the company, so basic stuff like that. It’s been actually very, very difficult because in some ways, the company goes back to Meta. It’s like, “Hey, dudes, you guys are serving ads that are not even our ads with our copyright and stuff. How does this work?” They’re like, “Oh, it’s AI.” It’s like, “Well, it’s AI but can you give me my money back?” They’re like, “No, we won’t give you money back.” This creates huge issues for companies, for example, that are very dependent on advertising, which obviously there’s a lot of industries that are. They’re actually in production systems at scale. Meta is, I think now, the largest digital advertising in the world. I think they outgrew Google in one of the last quarters. Basically, this has a tremendous effect that systems that are in production at scale are getting inputs and changes driven by AI tooling, and somehow nobody can say what the hell is happening. Again, there will be a reckoning, there will be a redistribution, there will be a rightsizing of teams and an adequacy of teams going forward. I personally think this is a transition period. Bertrand Schmitt I think we are moving from hoarding or software engineering to hoarding the top of the top scientists in AI and hoarding of GPUs, GPUs/data center. For me, it was quite interesting to see the deal of Cursor with xAI, where basically they couldn’t get access to computing resources to run their model. But xAI had, I forgot the exact numbers, but close to half a million GPUs that no one, I mean, “no one was using” because their services are not so successful yet in terms of AI chatbot and the like. Basically, suddenly they are like, “You know what? We control access to resource.” But the new resource is, again, a mix of extremely talented AI engineering or AI scientists versus GPUs/data center. There is this race of controlling boss and everything else is going to be collateral damage. Some examples, I think, are quite interesting. You talk about some example of Amazon, even some production issues. I remember reading a quick post-mortem of one of the issues, and the conclusion was it was AI, definitely part of the issue. But the other part of the issue was AI used by junior engineers. For me, it’s interesting. It shows that actually junior plus AI is actually a danger zone. That’s why many companies are going to be way more careful. “Why do we need the junior people if they are just playing with fire?” I think we go back to that situation of barbell, as you call it. The top talents are extremely valuable because they know how a production system works. They are here to develop better AI systems. But the junior guys playing with fires, yeah, maybe it’s cute in startups, but in a big time production environment, a different story. Nuno Goncalves Pedro There will be a barbell with top-end talent super-mega paid and then mid-level talent that is individual contributors still doing a lot of great work, et cetera. Along the way, a lot of emptying of entry, a lot of emptying of the middle. Where does the talent go? The Three (?) Destinations I think we could say there’s three destinations for this talent. Maybe there’s four, maybe there’s more. Three that we can immediately identify. One is the AI native startup piece, where we have smaller teams that potentially get to a lot of revenue or top line over time, and where the Series Seed is the primary round, where we’re seeing Series Seed being raised of tens of millions of dollars, actually even hundreds of millions of dollars in Series Seed. In some ways, the stars there can get incredible compensations in terms of stock. They will stay for private and selling in secondaries later down the road because there’s so much capital at the table. Actually, in some ways, salaries are very high as well in some of these companies. It’s not like you’re trading off anything. You can get paid a lot of money. If your company at Series Seed for 10 or 15 employees has raised 50-$100 million, you can pay great salaries. In some ways, this is the extreme destination. The AI native startups that can make it is the extreme destination. Now, there aren’t a ton of AI native startups that can raise 50-100 million to 400 million in Series Seed, just to be clear. There’s a handful of hot deals in that space, but that’s one clear destination for top-end talent going through that. In that market, I think that’s one of the destinations. The second one is more what we would call the human-verified premium. It’s more of a play of companies that has still the need of human in the loop, either in terms of development, also in terms of activity, either because go-to markets are very intensive, and so therefore you need to have sales forces, partnership teams, et cetera. Or on the engineering side, it needs to have a lot of customization, integration. Companies are not just going to the, “Oh, you can come in and just apply your AI tooling and somehow magically the systems all work.” there needs to be quite a lot of and work and high touch work in getting stuff done. A significant part of that market, I’m not sure, is super VC investible. Maybe it’s a hybrid of private equity in VC, more PE style in many cases. It’s a PE-hold, sell to someone else market. As we’ve discussed in a previous episode on the SaaS-apocalypse, that hasn’t quite worked out for PEs. Question marks on how that human-verified premium market is going to evolve. But obviously, there’s a lot of work still to be done there, even on the engineering and science side. That’s the second potential destination. Then the third more aggressive destination is the reindustrialized middle companies that have a lot of specificity in going after small and medium businesses, local or regional affectations like ERPs or CRMs for specific markets, et cetera. Those are the three natural destinations. I would add the fourth, which is big tech. I mean, big tech doesn’t magically disappear, and I don’t think it fits neatly into any of these three markets. In some ways, big tech is now looking at the extreme for top talent a little bit like the AI native startup because they can pay. They can pay the 100 million every four years, et cetera. I do think it will typify taxonomically into a fourth type emerging, where, as we discussed, you’ll have top-end individual contributor talent. You’ll have the absolute top-end of the market because they can get paid. Then you’ll start having the emergence of earlier talent that is highly capable, et cetera. That will go back to a bit of a normal distribution in terms of talent on big tech. For me, those are the four destinations that I would put at the table. Bertrand Schmitt For me, big tech moving to big tech, I’m not sure if it’s really a destination. I mean, yes, in some ways it’s a reshuffle between the big tech companies. They are definitely all fighting in some ways for some of the same people. I can see that dramatic shift where big tech has to remove a lot of positions in order to replace by AI. Again, I think at this stage, it’s mostly driven by AI coding. We are still at the beginning because this is brand-new phenomenon that AI coding is so successful at its task. I don’t think it was true even 6 months ago. Some companies, take Anthropic, take OpenAI, are definitely there or close to be there in terms of no more writing of a single line of code by a human, zero. This is, again, 6, 12 months ago. Not true. But now it’s true in a few top companies. Take OpenClaw as well, most successful GitHub project of all time, not a single line written by its author. It would have been impossible. We’re talking about hundreds of thousands of line of code in a few months. It’s impossible to achieve that manually. If you look at the other big tech companies, the Google of the world, the Meta of the world, the Microsoft of the world, they are absolutely not there yet. They are going to be there because they have no choice. It’s you either go fast there or you die. You are not going to be able to survive competitors that are shipping 10, 50, 100 times faster than you are shipping. It’s a life and death situation. All the big tech companies are going to move, and mark my word, in the next 2 years from 10, 20% of AI-written code to 100%. During that transition, the next 2 years max, if you don’t do it in 2 years, you are going to die. Your stock price is going to crash. Then, of course, you will have to make changes. You will have to invest more in GPUs. You will have to invest less in your standard typical software engineer employees. Like you, I’m very optimistic that there are new buckets. AI-native startups definitely will be there. It will be transformational. Human-verified premium, very interesting category. In a way, it will be businesses that are inevitably less scalable through AI, and there is definitely a spot from there. I think the biggest would be the reindustrialized middle SMBs. Most of S&P 500 type of business are going to dramatically offer new software opportunities, new opportunity story to talented software employees because they will need to implement AI in everything they do. They will do it. They will need people who have software engineering knowledge in order to implement these systems. For them, what’s changing dramatically really is that thanks to much cheaper cost as thanks to AI coding, a lot of software projects that they couldn’t afford to do, that they couldn’t imagine doing by themselves, they are able to do it. They will invest in a lot more software capabilities than ever before. That will be a big game changer. And software, very tuned to their business model. There might be less buying of your traditional off-the-shelf SAF software and a lot more investment in a highly custom software by their own team, assisted with AI. I think that would be the part that is most transformed by all of this in a positive way. Nuno Goncalves Pedro Alternative Cap Tables, Alternative Compensation Models This will lead to a very fundamental shift, right back to the broken contract. What does the new contract look like? It looks like alternative cap tables depending on which bucket are you transitioning into. If you’re going into your AI-native bucket, and you’re a top-end talent, you’re like, “Dude, I’m worth 100 million over 4 years, so just compensate me accordingly with a mix of options in the company plus my salary.” If you’re top 1%, you can probably get away with salaries that you’d get anyway at mid-level from 300K, 400K and above, and you can get actually a lot of options already in the company. A lot of this is happening right now. There’s a premium for AI, we know that. There’s a premium for AI at the top end of AI researching, in particular on companies that are doing hardcore research on staff AI engineers, so companies that require actual AI engineering. There is a premium that is significant. It could be as high as 18% over non-AI peers, and it widens actually with seniority, shockingly enough. This is more of an average than anything else. Now, for me, and it’s for debate, but the perspective is this extreme comp will need to compress at some point. There will still be the haves and have-nots paid much better than the have-nots, so to speak, but there will be a compression. The variance can’t be the variance we’re seeing today for absolute top-end talent. That said, there will be variants. We know that big tech for over a decade, decade and a half, for example, in the Bay Area, has been paying a lot of money for director and above levels that used to be the VPs, so a million, a million and a half a year, all in compensations. It’s not unheard of that this will actually increase after this stage. That said, I do think that the compensation extreme that we’re in will get diluted down the middle. It will actually come down at some point. It’s part of where we are today. As we know, it is still a bubble. Bertrand Schmitt Yeah, it’s an interesting point. I think it’s possible. At the same time, that compression coming 2, 3, 5 years. At the same time, we have examples where there is no such compression. Take the top sports players in the world, golfing, basketball, NBA players. There has not really been any compression at all. For me, it’s interesting. If you look at the big tech companies, each being one of this top NBA team, why would such compression happen? As long as they are competing against each other and generating plenty of cash, I think there will be some fair question. We will see. I don’t have a strong opinion, but for me, it’s not a total given. Nuno Goncalves Pedro For me, the shocking thing is the faster AI becomes better, the more that compression will happen, because at some point, it’s like, why do you need the top talent as well? I don’t know. It feels like you’re trying to evolve a system that’s there to replace you. It’s like, “Okay, I’m getting paid 100 million over the next 4 years”, and then you develop something that’s so good that replaces you. Thank you. That’s cool. Bertrand Schmitt That’s a total possibility, yes, because we are in that very unusual market where the game is to only replace yourself and people like yourself. At some point, it is a possibility, I guess this one. Right now, we’re talking about replacing your “average software talent”. In 2 years, could we absolutely replace the absolute best top experts in the world? Probably. I think it’s just that at some point we’ll be reaching the stage where we strictly have no control anymore on our AI systems because no human is able to challenge and understand what’s produced. It’s not just a question of scale anymore. We’re talking about a gap in IQ, basically. Nuno Goncalves Pedro Exactly. It will happen at some point in history. We don’t know exactly when. For the second bucket, the human-verified premium bucket, it’s difficult to see how an HVAC company or an HVAC roll-up of scale or a regional health care platform or high touch go-to-market, B2B, SaaS play, et cetera, for a vertical will compete. At the same end, they have to compete and they will compete. There will be more and more jobs, we believe, for engineering talent in these companies. They’ll have to be more and more AI-enabled themselves. The cash salaries will have to be competitive within the local markets, not necessarily with Silicon Valley. There will be potentially profit sharing and revenue sharing and actual dividends played at the table. The model there on the cap table needs to change a little bit, needs to be probably propped up more on salary and on some way of doing profit sharing or actually having dividends paid to employees and figuring out employee to equity in a more aggressive manner. This is the market that probably was already very attacked, so to speak, or let’s say, occupied by private equity firms. There are still obviously part of that model that would work well. There needs to be a fundamental shift, certainly on the quantum of salary compensation, dividend compensation, profit sharing, and all of that. Then last but not the least, obviously, we had the bucket around basically the reindustrialization of the middle, so everything else, which will take most of the belly that we were talking about. This is probably a poor analogy, the belly fat. It’s not belly fat, it’s people that were doing their jobs that now are getting disrupted. In some ways, that bucket will absorb a lot of that belly, will absorb a lot of talent. The small and medium businesses that Bertrand was saying will need to crucially become more AI, software-enabled by themselves, even with some core stuff and underpinnings that actually might not even require AI in terms of infrastructure platforms. There, you need to get properly paid. Again, how many people do you need in your engineering team if you’re a small business? Probably not a lot. It’s maybe you need one or two people and that’s it. They’ll need to be very nicely paid because they’re running the stuff in the rails. This is probably a market that over time, as AI gets more and more competent, will also be disrupted, but let’s not talk about the disruption to the disruption because otherwise, we’ll stay here the whole day, but certainly a market that has a lot of potential to shift and to absorb a lot of the moments that we’re seeing in terms of layoffs happening in the US in particular. Bertrand Schmitt This category was a category that historically could not compete with Silicon Valley salaries, could not attract the most talented engineers. It’s not a category that didn’t want to bring these people on board. It’s a category that just couldn’t afford to bring this talent on board, typically. I think it would be a dramatic shift for them when suddenly there are opportunities to hire these people. There is an opportunity to hire them at maybe more reasonable prices from this company’s perspective. You talk about small companies, the great thing is that there are millions of small companies at some point. I think things could be truly transformational. Of course, some of these engineers, software engineers, might decide to become entrepreneurs on their own. Solo entrepreneurs, small businesses, build their own, easier to build their own product to market so to serve other companies. I think there will be quite dramatic changes because not all companies will be disrupted by AI as much, but not every company will benefit from improving processes, improving software through AI. At least early on, you will need this human touch to make it work inside a business. Interestingly enough, I was hearing that some companies like IBM were hiring more younger people to do the work of going to the client, understand their needs, propose implementation plans. That forward deployed engineer, those positions, I think there will be more and more available. Nuno Goncalves Pedro Investor Landscape Fragmentation What happens to investor into the landscape? We already had an episode, the previous one, Episode 76, where we talked quite a lot about the big capital reset on the private equity and private reset, including venture capital. Just maybe to summarize, how does it align with the buckets that we’ve just been discussing? I think the AI-native bucket clearly is going to be the key bucket. There, we’re going to see two movements. One movement, which is the mega funds, as we discussed in the last episode, are no longer just VC funds. They’re really mostly multi-asset private equity funds, maybe even private equity hedge funds in some cases. Those funds will be all over the high-growth AI-native companies and will be pouring money into companies that are scaling really, really quickly. The early stage, so to speak, VCs, the actual VCs that will stay in the market will be the guys probably identifying the next big wave of AI-native companies. We’ve discussed that as well in the last episode, some research that we did at Chamaeleon that I shared in episode 76. We’ll see that as emerging. What happens to the second bucket, the bucket around human premium, human in the loop? Likely we’ll have more and more private equity capital going into it and the large-scale VC guys, the Thrives of the world, they’ve just announced Thrive Holdings, and others going after those markets as well. It’s trying to converge into the private equity market, which aligns with the point we made in the previous episode that the VC mega funds are no longer VC, that they are private equity, multi-asset class. They’re going after a bunch of things. There’s a conversion happening from VC into private equity. It was going to happen anyway because the private equity guys were coming into VC as well and the hedge funds were coming to VC as well. There’s a convergence in the middle of very, very large funds and large assets under management happening to go after some of these opportunities, certainly in Bucket B. Then this Bucket C, so to speak, the bucket of reindustrialization, as Bertrand was saying, very well, likely will be self-funded for a significant period of time. Will self-fund with their own cash flow. Doesn’t need to have a ton of capital intensity. Maybe you need one or two engineers to do stuff, but that’s it. You don’t need tons of capital. You didn’t need in the past, you won’t need it today. Not sure there’s going to be a fundamental shift to that market. Bertrand Schmitt Yes, I certainly, overall, agree with you. That last pocket, probably little change to the capital and capital structure. Again, I see that as the biggest opportunity for a lot of people who might be less needed by big tech and also top tech companies. What is sure for the first category, the high native startups? I would say more overall in the VC ecosystem, there is no space left for SaaS anymore. I think SaaS, as we used to know it, is dead in some ways in the sense that new pure SaaS software startup are definitely out. Existing ones that are critical to run your infrastructure, the Salesforce of the world, I think they’re in a decent spot. Actually, interestingly, they changed their pricing model to now sell to AI agents, not just per seat. There is a change in pricing there. But this day and age of funding a pure SaaS software startup through VC money, no way. VC money going to AI-native startups, AI-focused startups, to biotech, to deep tech, to defense tech, yes. SaaS as a fundable category early on, I think it’s over. Nuno Goncalves Pedro I’m a bit more nuanced as we shared in The SaaS Apocalypse episode. We can call it whatever we call. It’s applied AI is the new SaaS thing. Horizontal applied AI is the new horizontal SaaS or vertical applied AI is the new vertical SaaS. I agree in common with your point that very specific point solutions around SaaS will be disrupted by nature with all the easy stuff you can do today with AI. It will take a while. This is not something that’s going to happen this year. It’s going to happen over the next years. Maybe interesting to also talk about the exit markets. I think the IPO market, as we’ve also discussed in the past, there is, in my view, going to be a reopening of the IPO market, I think this year, probably later in the year, third or fourth quarter. The median time to IPO actually is going to be really weird because there’s going to be potentially some companies in the current landscape, bubble or no bubble, that are going to IPO, the OpenAIs of the world, Anthropics of the world, et cetera. There will be more and more aggression, I think, on M&A. Big tech has already shown it, that they want to buy into markets. Large non-tech companies have also started doing acquisitions in space. To prop up their IT teams, their engineering teams with this world that we’ve also discussed in previous episodes that I’m going to own my own engineering stack for now. As we see, that normally doesn’t withstand the test of time. At some point it will get unbundled and served by someone else. Then finally, the secondary market is very hot right now. Obviously, there’s heavy discounting on some areas, high premiums on others. The exit market, strangely enough, is going to be propped up, in my opinion, over the next year to 2 years, dramatically. Then we’ll see if there’s a big reckoning around the bubble that we are clearly in or not, if it’s a soft landing or hard landing. Definitely, there’s going to be a lot of exit paths over the next year to 2 years. Bertrand Schmitt Concerning the “bubble”, I have two perspectives on this. One is it’s a bubble in the sense that money is going to a lot of players and some players are going to blow it up. There will be a concentration of players at the end, like it usually happens. If you look at, for instance, long time ago, the railway revolution, there was that intense influx of capital. At the end of the day, there was a dramatic change in transportation in the US and a complete railway system put in place. Yes, some investors lost money, some companies went bankrupt, but the transformation was fully real. There were a lot of top leaders at the end of this revolution. The change after that only happened, we guess, post-World War II, with the construction of the highway system and the rise of airlines and plane transportation overall. Here I feel it’s similar in the sense that, yes, there is a lot of money going in. Some players are going to blow it. They will misuse the money in different ways, but that’s part of dynamic allocation of capital. Of course, you make mistakes. That’s what happens. At the same time, I feel it’s a similar level in the sense of this is a dramatic change in the US infrastructure. This buildup of AI data centers filled with GPUs, integrated at scale with some of the best software in the world and running it, supported by a dramatic shift in energy infrastructure. This is for me similar to the Railroad Revolution. Some players might not own the data center they build because they didn’t manage well their debt, they didn’t manage to run proper software. You know what? They will get acquired by somebody else. I think we are at this level of fundamental transformation. The fact that in a matter of maybe 2 years, the move from 0% of code written by AI to 100 % written by AI is an insane dramatic shift. Just to be clear, when you move from manually coded to AI coded, we’re talking about a 100X difference in terms of speed at similar, if not better level of quality. The shift is dramatic, and on top of it, you don’t pay salaries anymore to achieve that. You pay CapEx, and with GPUs and OpEx with electricity. It’s a very big shift, positive shift in business model. New unions, no management over it, AI working 24/7. Personally, I think for me, bubble has a bad connotation in the sense of it was all for a waste. I don’t think it’s all for a waste. I think we are witnessing a dramatic revolution of our lifetimes, quite frankly, bigger than SaaS, bigger than mobile. From my perspective, it’s exciting times. Nuno Goncalves Pedro Operator Playbook and Predictions Let’s move to if you are this person, what would you do in the future? Let’s start with two extremes and go from there. One is you’re non-tech, so you’re not an engineer, et cetera. You’re trying to figure out, how do I scale my activity? Maybe physical labor is where I want to go. It’s not, “Go west” anymore. Definitely not necessarily go west. You should go to, I guess, the states that have no sales tax with very cheap energy because that’s where the data centers are being built if you want to be in that market. Obviously, there’s a lot of stuff that needs to be done: HVAC, electricity work, et cetera. Don’t go west. Go low sales taxes, low cost of energy. That’s likely where the data centers are being built. You probably can just follow. There’s, I’m sure, some way for you to follow where the data centers are being built, but that’s next, I think on that extreme of the table. The other extreme of the table, let’s say you are super ambitious, maybe you’re no longer an engineer, but you’re a product manager in your prompt engineering. You could do prompt engineering all day long. You’re 28, 29-year-old superstar. What do you go and do? Likely either you start your own thing, start your own company because you’re so good at prompt engineering, you probably can do a lot of the code yourself, particularly if you have an engineering background, or you go and join very early an AI-native startup that you think has the chance of going through the roof, and you take a pretty good salary early on, a ton of upside on the company because guess what? Companies like that need product managers. They need people to figure out UX, UI. It’s not going to be, at least for now, yet AI figuring that out for you. Those are two extremes, just to give two of the extremes, like engineering, product management persona, and physical labor at the other extreme, non-tech, et cetera. Bertrand Schmitt In some ways, every software engineering job is going to become the equivalent of a software engineering manager or a product manager, because suddenly you don’t have to do the coding anymore. You’re managing AI that is coding for you. Either you start to have some manager hat, but we saw the humans, so it’s a very different type of manager, obviously, or you are going to be really an empowered product manager. You’re skipping the middleman. You’re skipping the traditional engineering organization because your engineering organization is AI running and doing the work for you. I still believe that it requires some serious skills. I don’t believe in the vibe coder type of value proposition. I don’t believe in the prompt engineer becoming suddenly super incredible, able to manage that. I still think it requires some serious chops to do the best from all of this and to do it in a safe and sane way. It’s very easy to have poor taste, make mistakes. I don’t know you, but keep reading these stories on the heads of companies who lost everything because of the AI agents. That deleted stuff in production, and they had no backups or the backups weren’t deleted as well. Crazy situation. You cannot run companies like this if you let your agents running wild. You could argue it’s the early days. I would argue it that that issues would be there for a while. You need to have some engineering discipline at core in the company running the business to make sure things don’t go sideways because it would be easy for things to go sideways. Nuno Goncalves Pedro I totally agree. If you’re thinking, Oh, should my kid go into science and engineering and computer science, et cetera? Absolutely, still, because of everything that Bertrand just said. You need to understand actually what code does and what technology does and what all of that does. That’s still a skill of the future. It’s not a skill of the past. In some ways, it’s still a skill of the future very much. Maybe let’s try two more extremes. Around the same level, the person that decided to do an AI native company bootstrapped initially, having difficulty raising a mega round, but could probably get away with raising a 2-3 million seed round, et cetera. Is that still viable? The answer is yes. There’s tremendous capital efficiency right now happening in the market still, 10 plus higher than if you were doing a SaaS company, and you were a founder in 2019 or something like that. That capital efficiency is going to reverberate. You can run a tighter team, smaller team. Actually, you don’t need that many salaries. If you’re a decent engineer as a founder or if you understand enough as a product manager to just generate that code, you can do a lot of stuff yourself, can bring in maybe one or two technical elements to the team early on as you would have done if you were bootstrapped anyway. There’s obviously a path for that. The other extreme is you’re in big tech, you’re level five, individual contributor, making a ton of money, or you were a manager, and you’re now out of a job, where do you go? You can go to a big company that is non-tech, S&P 500 company that’s non-tech, something like that. You join the company, you’ll probably get paid pretty well, maybe not as high as you were paid in big tech. There’s some stock at the table, but guess what? You’ll have probably more work-life balance than you ever did. That’s the trade-off. You’ll have a better job. On the upside, you can transform the company. You can help and be part of transforming a company from non-AI to AI-first or AI-enabled in the future, whatever BS that will look like in terms of the argumentation to the board. You can actually create tremendous productivity enhancements in a big non-tech company if you come with that background. Again, you’ll have certainly a better work-life balance, so not a bad deal, to be honest. Bertrand Schmitt Also, to be clear, I talk a lot about AI coding because it’s truly transformational. You could argue that it’s going to be self-improving. We are in the situation of a self-improving AI that keeps improving itself thanks to automated coding. It’s a dramatic, virtuous loop. Obviously, AI is also going to improve everything else. It’s going to improve your marketing, it’s going to improve your search process, it’s going to improve your DNA. Improvements will be everywhere. It’s just that right now we are at a point in the quote-unquote revolution where there is one clear piece of the puzzle that is moving faster than the rest. Nuno Goncalves Pedro Bertrand, the senior executives at non-tech don’t know anything about that. It could be just a great prompt engineer. That’s the only job you do. “I’m the chief marketing officer. I have someone below me that’s doing the whole work.” Nobody knows. Nobody’s the wiser, I guess. I’m being facetious, but not fully. Bertrand Schmitt Yeah. There would be a transition period where what you described happen. I want to say, going back to AI coding, I think that the part of AI that as of today has reached a stage of limited AGI. We have reached, from my perspective, a limited type of AGI for coding. If you take coding as a discipline today, I think we reach AGI. If you go beyond coding, that’s true. If we are talking about coding, leveraging the latest LLMs: OPUS 4.7, ChatGPT 5.5, combined with Claude Code, Codex, and OpenCode for harness, I think we’ve reached AGI in the context of coding. I’m not sure everyone fully realize that and the consequence of that. I think the rest is going to come as well. We are going to see that category by category, usually categories that are more scientific in nature, where you can replicate, where you can test easily, where you can create clear success. Metrics will be the “easiest” to follow in that direction of self-improvement. I just want to highlight that this part is truly transformational, the root cause of everything we’re talking about today. At the same time, it’s coming beyond coding. Nuno Goncalves Pedro I think it is true. There are a couple of markets where that might not hold true, which is maybe the final path. If you’re thinking of starting your own business in plumbing and in HVAC maintenance and installation, this is a pretty good time for the reasons we already said before. There’s a lot of buildup of data centers and all that stuff, but also for other reasons, because it’s an activity that won’t be disrupted by AI yet. You need them embodied AI. You need physicality to AI to do stuff like actually fixing pipes. Bertrand Schmitt Until Optimus replace you. Nuno Goncalves Pedro Yeah, but if we’re 3, 4 years out in terms of a lot of these optimizations that we’re talking about at the software layer, we’re 10 years plus out on embodied AI, right? Bertrand Schmitt Oh, yeah, it’s 10 years. Nuno Goncalves Pedro We’ll probably be optimistic as we speak. That’s a nice business. I’m thinking of starting to go into that market. If you guys are interested in listening to this, just reach out to me. What’s the angle? I think there’s a lot of stuff you can do in the buildup of some of these businesses, plumbing, HVAC, all sorts of maintenance. There are markets that are just totally messed up. Handyman market in the US is totally messed up. There’s a bunch of companies out there that try to go after it with marketplaces and stuff. I honestly just start something from scratch, a small business, and go from there. Bertrand Schmitt Yes. They’re an interesting middle. Think about accounting firms, consulting firms. I think they are not as easy to replace, but at the same time, there is no way on what they do is not going to be dramatically changed with AI. I don’t know if it’s 50, 80, 90% of the job, but this is changing quite dramatically, would be my expectation in the coming few years. Conclusion Thanks for listening episode 77 of Tech Deciphered about that great talent redistribution. As you heard it from us, we believe there is a dramatic change in play, enabled by AI coding, and that ultimately a lot of the big tech companies are changing their employee distribution, way more focused on the top talents and bringing more GPUs. As a result, we will see a change in their staffing. Some of this change will benefit AI-focused startups, but probably more likely will benefit the bigger SMBs, the S&P 500 companies of the world that will finally be able to bring inside and afford some of the talent that were in some ways trapped by the top 5, 10, 20 software companies of the world. Thank you, Nuno. Nuno Goncalves Pedro Thank you, Bertrand
Virginia's new gun control agenda just triggered one of the biggest Second Amendment legal battles in America. In this explosive episode of Armed American Radio, Mark Walters breaks down the massive federal and state lawsuits targeting Virginia's sweeping gun ban legislation, while top Second Amendment leaders and self-defense attorneys reveal what happens next. Guests include: Rachel Moss John Comerford AWR Hawkins Phil Van Cleave Topics covered include: Virginia gun ban lawsuits explained NRA, GOA, SAF and VCDL legal action DOJ Civil Rights Division involvement AR-15 bans and Supreme Court implications Self-defense law and social media dangers Prosecutors using online posts against gun owners Castle Doctrine and home invasion defense Constitutional carry, reciprocity and 2A rights ATF changes under new leadership Why this fight could reshape gun rights nationwide This may become the MOST IMPORTANT Second Amendment battle since Bruen, Heller and McDonald. Gun owners across America are watching Virginia because the outcome could impact AR-15 ownership, concealed carry rights, magazine bans, self-defense law and the future of the Second Amendment for decades.
Virginia's new gun control agenda just triggered one of the biggest Second Amendment legal battles in America. In this explosive episode of Armed American Radio, Mark Walters breaks down the massive federal and state lawsuits targeting Virginia's sweeping gun ban legislation, while top Second Amendment leaders and self-defense attorneys reveal what happens next. Guests include: Rachel Moss John Comerford AWR Hawkins Phil Van Cleave Topics covered include: Virginia gun ban lawsuits explained NRA, GOA, SAF and VCDL legal action DOJ Civil Rights Division involvement AR-15 bans and Supreme Court implications Self-defense law and social media dangers Prosecutors using online posts against gun owners Castle Doctrine and home invasion defense Constitutional carry, reciprocity and 2A rights ATF changes under new leadership Why this fight could reshape gun rights nationwide This may become the MOST IMPORTANT Second Amendment battle since Bruen, Heller and McDonald. Gun owners across America are watching Virginia because the outcome could impact AR-15 ownership, concealed carry rights, magazine bans, self-defense law and the future of the Second Amendment for decades.
Virginia's new gun control agenda just triggered one of the biggest Second Amendment legal battles in America. In this explosive episode of Armed American Radio, Mark Walters breaks down the massive federal and state lawsuits targeting Virginia's sweeping gun ban legislation, while top Second Amendment leaders and self-defense attorneys reveal what happens next. Guests include: Rachel Moss John Comerford AWR Hawkins Phil Van Cleave Classic AAR Roundtable Topics covered include: Virginia gun ban lawsuits explained NRA, GOA, SAF and VCDL legal action DOJ Civil Rights Division involvement AR-15 bans and Supreme Court implications Self-defense law and social media dangers Prosecutors using online posts against gun owners Castle Doctrine and home invasion defense Constitutional carry, reciprocity and 2A rights ATF changes under new leadership Why this fight could reshape gun rights nationwide This may become the MOST IMPORTANT Second Amendment battle since Bruen, Heller and McDonald. Gun owners across America are watching Virginia because the outcome could impact AR-15 ownership, concealed carry rights, magazine bans, self-defense law and the future of the Second Amendment for decades.
Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning. Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate, the data and research platform mapping the climate-tech economy, and author of some of the sector's most influential newsletters, including CTVC and the newer Powerstack. Sightline has become essential reading for investors, utilities, corporates, and policymakers trying to understand where capital is flowing and how the energy system is evolving. Together, they explore how Climate Tech has transformed over the past decade. Decarbonisation alone is no longer the central narrative. Today, AI, energy security, and industrial resilience dominate the conversation — often pushing sustainability itself into the background. The discussion traces how funding has shifted from venture capital toward infrastructure and large-scale project finance. The spotlight has also moved away from “green molecules” — hydrogen, SAF, and carbon management — toward “green electrons”: virtual power plants, grid-enhancing technologies, and the race to accelerate datacentre construction. They also examine the contrasting innovation models shaping global competition. In China, much of the breakthrough innovation happens inside corporations themselves, with companies like BYD employing more than 110,000 R&D staff, and CATL relying on a 20,000-engineer workforce. The United States, meanwhile, benefits from unparalleled access to capital and world-class universities and research centres. Europe sits somewhere in between, attempting to combine industrial policy with scientific excellence. Finally, the conversation turns to one of Sightline's newest areas of focus: tracking data-center construction. The company currently follows 140 sites representing roughly 16 GW of announced capacity. Yet only about 6 GW are actually under construction — a reality check that has sent a chill through Wall Street.And Laurent goes on a rant of epic proportion against certain Hyperscalers!!!Useful links:Sightline website: https://www.sightlineclimate.com/Capital Stack and New Funds report: https://www.sightlineclimate.com/request-report?report-id=Dry-Powder-and-New-Funds-2026 · Data Center Q1 outlook report: https://www.sightlineclimate.com/request-report?report-id=data-center-outlook-q126 · 2025 climate tech investment trends report: https://www.sightlineclimate.com/request-report?report-id=2025_investment_report · Article on our tour of China's electrostate: https://www.sightlineclimate.com/research/a-tour-of-chinas-electrostate · If people want to stay updated on our latest, they can subscribe to our CTVC climate tech newsletter here or our Powerstack power and data center markets newsletter here
Second Amendment Foundation Director of Legal Research and Education Kostas Moros joins Cam to discuss the new federal lawsuit filed by SAF, FPC, and NRA over Virginia's gun and magazine ban set to take effect on July 1.
Julien Villeret dirige l'innovation du groupe EDF, on s'est retrouvés un jour de pluie, ce qui tombait plutôt bien pour parler d'énergie. Julien est l'un de ces rares interlocuteurs capables de parler du mix énergétique français sans perdre la nuance ni tomber dans le discours institutionnel. Il connaît le sujet de l'intérieur, et il n'a pas peur d'aller là où ça grince.Dans cet épisode, nous parlons de nucléaire, bien sûr, mais aussi de ce qu'on ne comprend pas sur l'électricité en général. J'ai questionné Julien sur les déchets nucléaires (leur volume réel vous va surprendre), sur les compétences qu'on a perdues en arrêtant de construire des centrales, sur pourquoi une voiture électrique en Allemagne, c'est techniquement une voiture au charbon, et sur l'hydrogène, qu'on nous vend comme la grande révolution alors que la réalité est beaucoup plus complexe.On parle aussi de fusion nucléaire, de SMR, de la panne en Espagne, du compteur Linky, de l'IA et de sa consommation d'énergie, et des SAF, ces carburants d'aviation qui permettent de voler à neutralité carbone dès aujourd'hui.Ce qui m'a frappé dans cet échange, c'est la posture. Julien ne survend pas, il ne minimise pas. Il essaie juste de remettre des faits là où il y a trop souvent des fantasmes.CITATIONS MARQUANTES1. "Si on n'a plus d'énergie, on n'a plus de plastique. Et si on n'a plus de plastique, on n'a plus d'hôpitaux." (Julien Villeret, ~0:03:44)2. "Tous les déchets nucléaires produits par le parc français depuis les années 60, c'est en gros deux piscines olympiques en volume." (Julien Villeret, ~0:17:25)3. "Une centrale nucléaire, ça ne peut pas exploser. C'est un fantasme." (Julien Villeret, ~0:36:26)4. "Les plus grandes batteries du monde aujourd'hui, ce sont des barrages." (Julien Villeret, ~0:11:15)5. "On a arrêté de construire des centrales pour des raisons idéologiques. Les gens qui savaient faire sont partis à la retraite." (Julien Villeret, ~0:26:25)IDÉES MARQUANTES1. L'énergie est consubstantielle à la civilisation, pas optionnelle Timestamp : ~0:02:51 L'énergie n'est pas un confort ou un luxe, c'est le socle de tout : la santé, la nourriture, la fabrication industrielle, la vie moderne dans son entier. Le rejet d'une écologie radicale par les populations vient en partie de là : on leur demande de renoncer à quelque chose qui est aussi fondamental que l'air qu'ils respirent. Pourquoi c'est important : tant qu'on ne pose pas ce cadre, on ne peut pas avoir un débat énergétique honnête.2. L'électricité propre ou sale dépend de comment elle est produite, pas de comment elle est consommée Timestamp : ~0:07:00 Une voiture électrique en France est l'une des plus propres au monde. La même voiture en Allemagne fonctionne au charbon. Ce n'est pas l'usage qui définit l'empreinte carbone, c'est la chaîne de production entière. Pourquoi c'est important : ça remet en question beaucoup de discours simplistes sur la mobilité électrique et force à penser en systèmes.3. Les barrages hydrauliques sont les plus grandes batteries du monde Timestamp : ~0:10:18 L'eau stockée dans un barrage, c'est de l'électricité en réserve. On ouvre ou on ferme selon le besoin. C'est une batterie géante, naturelle, disponible immédiatement. La France l'utilise pour réguler son réseau depuis des décennies. Pourquoi c'est important : cette réalité physique remet en question l'idée que le stockage d'électricité est un problème sans solution.4. Les compétences nucléaires se perdent quand on arrête de construire Timestamp : ~0:26:08 La France a arrêté de construire des centrales pour des raisons politiques. Résultat : les ingénieurs et soudeurs spécialisés ont vieilli et pris leur retraite, et les jeunes ne se sont pas formés sur des métiers qu'on disait sans avenir. Aujourd'hui, EDF recrute 10 000 personnes par an pour rattraper le retard. Pourquoi c'est important : les décisions politiques sur l'énergie ont des conséquences industrielles qui prennent des décennies à corriger.5. Penser l'énergie en statique est une erreur de raisonnement Timestamp : ~0:47:53 Il y a 15 ans, on prédisait que les data centers représenteraient 10% de la consommation mondiale d'électricité. Aujourd'hui on est à 2,2%. Pourquoi ? Parce que les technologies deviennent plus efficaces au fur et à mesure. Tirer la droite et extrapoler lineairement est une erreur systématique dans tous les grands débats énergétiques. Pourquoi c'est important : c'est le même réflexe qu'on applique aujourd'hui à l'IA, et probablement avec les mêmes erreurs de projection.6. La fusion nucléaire : entre le Graal et la promesse impossible Timestamp : ~1:01:58 La fusion produirait une énergie presque illimitée, décarbonée, peu coûteuse et quasi sans déchets. C'est la centrale nucléaire idéale sur le papier. Sauf qu'on ne sait pas encore si on arrivera à la construire, et que les horizons varient de 2035 (optimistes) à 2070 (scientifiques). Les premières centrales en production : probablement 2080-2100. Pourquoi c'est important : ça relativise les discours apocalyptiques sur l'énergie et rappelle qu'on a des décennies pour construire, pas juste quelques années.7. L'hydrogène vert : trop cher, trop dangereux pour la mobilité légère Timestamp : ~1:07:41 EDF ne croit pas à l'hydrogène pour les voitures particulières. Trop cher à produire, trop dangereux à stocker sous pression, infrastructure à construire from scratch. En revanche, pour les bus et les camions approvisionnés depuis une station centralisée, ça peut faire du sens. Les avions, eux, se tournent vers les SAF (Sustainable Aviation Fuels), qui sont opérationnels dès aujourd'hui. Pourquoi c'est important : l'hydrogène est massivement sur-promu dans le débat public, et la réalité industrielle est beaucoup plus about de niche use cases que de révolution générale. QUESTIONS POSÉES DANS L'INTERVIEWQu'est-ce que les gens ne comprennent pas sur l'énergie, et ce serait bien qu'ils comprennent ?Est-ce que le rejet de l'écologie radicale vient du fait qu'on demande aux gens d'arrêter quelque chose de consubstantiel à leur vie ?Comment chez EDF observez-vous l'évolution de la consommation d'énergie, notamment la tension entre développement des usages et efficacité énergétique ?Quelle est l'intermittence réelle des éoliennes et des panneaux solaires, en chiffres concrets ?Qu'est-ce que le compteur Linky exactement, et pourquoi a-t-il généré autant de fantasmes ?Où en est-on de l'innovation sur les déchets nucléaires, et peut-on les recycler ?La France a-t-elle perdu des compétences nucléaires en arrêtant de construire ? Lesquelles ?Est-ce que les SMR (Small Modular Reactors) peuvent accélérer le déploiement du nucléaire ?Est-ce que l'IA et la blockchain vont créer une pénurie d'électricité, ou est-ce une projection trop statique ?Pourquoi l'hydrogène ne fonctionnera probablement pas pour la mobilité légère, et où peut-il avoir du sens ?RÉFÉRENCES CITÉESSites / DonnéesOur World in Data (mentionné comme "The World in Data") : site recommandé par Julien pour visualiser l'évolution du bien-être mondial sur 100-300 ans. (~1:16:20)Agence mondiale de l'énergie (AIE) : citée sur les prévisions de consommation électrique liée à l'IA. (~0:49:30)Institutions / OrganismesANDRA (Agence nationale pour la gestion des déchets radioactifs) : gestion des déchets nucléaires en France. (~0:17:25)Autorité de Sûreté Nucléaire (ASN) : régulation et surveillance du parc nucléaire français. (~0:17:25)ITER : projet international de fusion nucléaire basé en France. (~1:03:30)Enedis : opérateur du réseau de distribution électrique, gestionnaire du compteur Linky (distinct d'EDF). (~0:14:44)RTE : réseau de transport d'électricité française. (~0:44:12)ANSI / ANSSI : agence nationale de sécurité des systèmes d'information, mentionnée pour la cybersécurité des infrastructures. (~0:46:45)Projets / TechnologiesCIGEO : projet d'enfouissement des déchets nucléaires dans des couches géologiques profondes, mené par l'ANDRA. (~0:18:30)Flamanville 3 : prochain réacteur nucléaire français, sur le point d'être raccordé au réseau. (~0:21:03)Hinkley Point C : réacteur en construction au Royaume-Uni par EDF. (~0:28:18)Sizewell : projet de réacteur au Royaume-Uni. (~0:28:18)New World (projet EDF) : SMR développé par EDF. (~0:42:17)SAF / e-fuel (Sustainable Aviation Fuels) : carburant d'aviation bas carbone, obligation réglementaire croissante en Europe. (~1:12:32)ÉvénementsAccident de Fukushima : analysé en détail comme tsunami avant d'être un accident nucléaire, utilisé comme base d'apprentissage mondial. (~0:19:00)Panne électrique en Espagne et Portugal : analysée comme "orage parfait" lié à la nature analogique de l'électricité. (~0:51:33)Record d'exportation d'électricité EDF : 90 TWh exportés, record historique. (~0:48:11)Découverte scientifiqueHydrogène blanc : gisement potentiellement record découvert en France, hydrogène naturel présent dans le sol. (~1:06:40)TIMESTAMPS CLÉS (YouTube)00:00 Introduction : et si on se réjouissait à nouveau du futur ? 01:55 Présentation de Julien Villeret, directeur de l'innovation EDF02:05 L'énergie, c'est quoi au fond ? Ce que les gens ne comprennent pas L'énergie est consubstantielle à la civilisation depuis toujours. Sans électricité aujourd'hui, on perd tout : la santé, la nourriture, la fabrication industrielle. C'est le cadre que pose Julien avant d'aborder quoi que ce soit.04:18 Pourquoi l'écologie radicale ne passe pas dans l'opinion publique Le rejet du discours radical vient d'une réalité simple : on ne peut pas demander aux gens d'arrêter quelque chose d'aussi fondamental que l'énergie. La vraie question n'est pas d'arrêter, c'est comment produire et consommer différemment.06:29 Le pic du charbon et la réalité du mix énergétique mondial On continue de brûler beaucoup de charbon pour produire de l'électricité, notamment en Allemagne et en Pologne. Ce qui explique directement le sujet suivant.06:51 Voiture électrique en Allemagne = voiture au charbon ? Si l'électricité est produite au charbon, une voiture électrique n'est pas vertueuse. La chaîne complète de production compte, pas seulement le mode de transport. La France à 98% sans CO2 est une exception mondiale.08:37 Peut-on imaginer 100% d'énergie renouvelable ? Techniquement oui, économiquement non. Le problème de l'intermittence (les renouvelables produisent environ 25-30% du temps) et du coût du stockage rendrait la facture 10 à 20 fois plus élevée qu'aujourd'hui.10:18 Les barrages : les plus grandes batteries du monde L'eau stockée dans un barrage, c'est de l'électricité en réserve. Un lac, c'est une batterie géante naturelle. Les barrages hydroélectriques sont aussi des outils de régulation du réseau, activés ou coupés selon les besoins du moment.13:30 L'intermittence des renouvelables en chiffres concrets Éoliennes et panneaux solaires produisent à pleine puissance environ 25 à 30% du temps. Le pic de production solaire est autour de midi, soit rarement au moment des pics de consommation (matin, soir).14:34 Le compteur Linky : derrière les fantasmes, la réalité Linky ne surveille personne. Il envoie l'index de consommation une fois par jour, pendant 10 secondes, via les fils électriques, sans aucune émission d'ondes. Le détail au quart d'heure est opt-in. Ce sont surtout des fraudeurs que Linky a gênés.17:05 Les déchets nucléaires : vraiment deux piscines olympiques depuis les années 60 Tout le parc nucléaire français depuis le début des années 60 a produit environ 4 000 m3 de déchets à longue vie, soit deux piscines olympiques. Ils sont stockés à La Hague dans de l'eau (meilleur protecteur contre les radiations), avec un projet d'enfouissement géologique profond (CIGEO).21:47 Peut-on recycler les déchets nucléaires ? Oui, une partie du combustible usé est retraitée et réinjectée dans les centrales. Des recherches sont en cours pour fermer complètement le cycle : des réacteurs qui réutilisent en permanence le même combustible sans presque générer de déchets. Horizon : 2050-2070.22:53 Dépendances géopolitiques : uranium, gaz, pétrole, panneaux solaires Le pétrole et le gaz viennent du Moyen-Orient, de Russie et des États-Unis. Les panneaux solaires viennent quasi-exclusivement de Chine. L'uranium, lui, est présent dans de nombreux pays, n'est pas cher, et est stocké sur plusieurs années par sécurité.26:08 Les compétences nucléaires perdues et les 10 000 recrutements par an En arrêtant de construire des centrales pour des raisons politiques, la France a perdu des savoir-faire spécifiques : béton nucléaire, générateurs de vapeur, soudure qualifiée. EDF recrute maintenant 10 000 personnes par an pour reconstruire ces compétences. Un soudeur nucléaire gagne entre 3 000 et 4 000 euros par mois.32:04 Où seront construits les 6 nouveaux réacteurs français ? Sur les terrains déjà acquis à côté des centrales existantes (ex : Penly). Les riverains d'une centrale sont généralement très favorables : emplois, taxes locales, vie locale développée. Une centrale qui ne tourne pas, c'est un million d'euros de pertes par jour.36:21 Une centrale peut-elle exploser ? Les accidents nucléaires démystifiés Non, les centrales françaises ne peuvent pas exploser. Fukushima était d'abord un tsunami, pas un accident nucléaire au sens strict. Depuis, toutes les centrales françaises ont été équipées de générateurs diesel en hauteur et de récupérateurs (les "cendriers") pour le cas où le coeur fondrait.41:42 Les SMR (Small Modular Reactors) : l'avenir du nucléaire ou juste une promesse ? Aucun SMR n'est encore construit à ce jour. L'idée : des petits réacteurs plus rapides à déployer, moins coûteux, qui peuvent remplacer une centrale charbon en plug and play. Les Américains y croient surtout pour décarboner leur vieux parc charbon.45:13 Cybersécurité des centrales : isolées d'internet par principe physique Les systèmes qui font fonctionner les centrales nucléaires ne sont pas connectés à internet. C'est une barrière physique, pas logicielle. EDF mobilise plusieurs centaines de personnes à temps plein sur la cybersécurité.46:45 IA et consommation d'énergie : une vraie menace ou un raisonnement trop statique ? Il y a 15 ans, on prédisait que les data centers allaient représenter 10% de la consommation mondiale d'électricité. On en est à 2,2%. Les projections en ligne droite tombent toujours à côté parce qu'elles ignorent les gains d'efficacité technologique. En France, la marge est très large : EDF a exporté un record historique de 90 TWh l'année dernière.51:33 La panne en Espagne-Portugal : l'analogique contre le numérique L'électricité est analogique : production doit en permanence égaler consommation. Un écart provoque l'effondrement. En Espagne, une suite de problèmes improbables arrivés en même temps (un "orage parfait") a déstabilisé le réseau. La France s'est déconnectée pour éviter d'être entraînée dans la chute.56:41 Géothermie : pourquoi elle n'a pas décollé en France La géothermie dépend des choix de subvention publique. L'Allemagne l'a financée, la France non. En France, l'électricité est peu chère et faiblement carbonée, donc l'incentive est quasi nul. Installer de la géothermie en retrofit exige de tout creuser. La géothermie profonde pose en plus des risques sismiques.1:01:58 Fusion nucléaire : le Graal énergétique, entre 2035 et 2070 La fusion produirait une énergie quasi-illimitée, décarbonée, peu coûteuse et presque sans déchets. Les scientifiques parlent de premiers prototypes vers 2060-2070, les start-ups d'une dizaine d'années plus tôt. On a récemment réussi pour la première fois à produire plus d'énergie qu'on n'en consomme dans une réaction de fusion. Même si ça arrive, les premières centrales en production seront probablement vers 2080-2100.1:06:40 Hydrogène : blanc, vert, gris. Ce que chacun veut dire vraiment L'hydrogène gris (produit industriellement) est très polluant. Le vert (via électrolyse) est très cher. Le blanc (naturel, dans le sol) est encore expérimental. EDF ne croit pas à l'hydrogène pour les voitures particulières : trop dangereux, trop cher, réseau à construire from scratch. Pour les bus et camions sur station centralisée, ça peut avoir du sens.1:11:23 Aviation à hydrogène et SAF : ce qu'on peut espérer vraiment Airbus a repoussé son projet d'avion hydrogène à 2050. L'aviation mise aujourd'hui sur les SAF (Sustainable Aviation Fuels) : des carburants produits à partir de CO2 capté dans l'air, déjà présents dans les réservoirs des avions Air France. C'est l'horizon réaliste, avant peut-être un avion électrique pour les courtes distances (Paris-Berlin, lignes régionales), d'ici 2030.1:15:50 Pourquoi il y a quand même des raisons d'espérer Julien conclut sur une conviction : en regardant sur le temps long, le monde va mieux. The World in Data le montre sur 200 ans. Dans l'énergie, on est passé des voitures à particules des années 50 à l'électricité bas carbone d'aujourd'hui, en 60-70 ans. Et on surestime toujours les transformations à court terme tout en les sous-estimant à long terme.1:19:44 Clap de fin : ouvrir la porte à la nuance Suggestion d'autres épisodes à écouter : #391 L'indépendance énergétique est-elle sous nos pieds? Avec Pierre Brossolet (https://audmns.com/fcRUEpN) #187 Energy Observer: envisager le futur de l'énergie avec Louis Noel Viviès (https://audmns.com/vJdRdXI) Vlan #131 Transition énergétique: ce qu'un adulte devrait savoir avec Matthieu Auzanneau (https://audmns.com/SPHszOf)Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
SAF investigative journalist Lee Williams joins Cam to discuss the disturbing revelation that Patrick 'Tate' Adamiak is about to undergo a 50-day road trip where he'll be out of contact with his attorneys and family, even as the Supreme Court is set to consider his appeal in conference next week.
Lee Wiliams gives us his thoughts on ATF changes, new director and provides fantastic news on the Tate Adamiak case. DC is now heavily involved, SAF files SCOTUS brief to intervene in the case and the White House is now aware.
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