South Korean multinational conglomerate
POPULARITY
Categories
Episodio 7 de nuestro Unplugged. Esta semana analizamos la filtración masiva de todas las especificaciones y características de los nuevos Samsung Galaxy S26 que se lanzan el día 25 de febrero. Además, hablamos de la última hora sobre Apple, con el retraso de Siri y los iPhone 18 Pro. ¿Charlamos?Usa el código: RHINO para tener un 10% de descuentoEnlace a RHINOSHIELD: https://url.rhinoshield.es/RHINO-tdg
Dividende automatisch reinvestieren. In fast 4.500 Aktien per Sparplan investieren. Das alles geht bei Scalable Capital. Hier mehr erfahren. Hier teilen wir spontane Events & Meetups. https://whatsapp.com/channel/0029VbBhCOi3gvWVkB5cvc23 Samsung schlägt Micron. Crocs gewinnt trotz HeyDude. Siemens & Fastly = KI-Plays. Adyen verliert Großkunden. Stahl kostet Thyssenkrupp. Magnum Ice Cream verliert wegen Abnehmmedikamenten. Fielmann mit Dividende. Ein kleiner Börsen-Neuling hat seit Mai 150% gemacht und kontrolliert eine Nische in der Energiewende. Wir schauen uns an, was Pfisterer (WKN: PFSE21) neben Siemens Energy (WKN: ENER6Y) und Friedrich Vorwerk (WKN: A255F1) so besonders macht. Über Investor AB (WKN: A3CMTG) kontrolliert die Wallenberg-Familie knapp 40% von Schwedens börsennotierten Firmen. Mit der Holding schlagen sie seit 15 Jahren in Folge den Markt. Jetzt steht ein Generationswechsel bevor. Das ist ein Risiko. Diesen Podcast vom 13.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
TikTok surveille ses utilisateurs, et les personnes qui n'ont même pas de compte ni l'application installée. Forcément, cela soulève des questions sur la légitimité de cette pratique, sur le respect de la vie privée et sur le fonctionnement du web moderne. Pascal et Alain en parlent et vous donnent des outils pour mieux vous protéger. Aussi : Samsung prépare sa conférence Unpacked où la nouvelle gamme du Galaxy S26 sera présentée. On a les détails ! Promo InfoBref : Pour l'essentiel des nouvelles en 5 minutes, inscrivez-vous à https://infobref.com/utdt Dans cet épisode : Des AirPods Pro 4 avec caméras ?Discord peut deviner votre âgeLNH x Apple : le masque de Montembeault créé sur iPadWindows Bloc-Notes : problèmes de sécuritéLa publicité dans ChatGPT débarque… et dérangeLe stylo flottant Hoverpen Interstellar de NoviumPromo PlanetHoster : La souveraineté de vos données vous inquiète ? La solution Code promo : PHA-UTDT The World N0C - Hébergement mutualisé - https://bit.ly/phutdtm HybridCloud N0C - Hébergement dédié - https://bit.ly/phutdt Testés : Le traceur AirNotch Pro pour Apple Localiser et Google Find MyApple AirTag version 2026 : les améliorations valent-elles la peine ?Et plus !Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée
Mesterterv #15Pénteken újra képernyőn a Mesterterv, ahol Kereki Gergő, a Mandiner.hu főszerkesztője, Mráz Ágoston Sámuel, a Nézőpont Intézet vezetője, és G. Fodor Gábor, a XXI. Század Intézet stratégiai igazgatója, a Magyar Nemzet főmunkatársa elemzik a hét legfontosabb politikai eseményeit. Napok óta Radnai Márk és Magyar Péter készülő botrányától hangos a magyar sajtó. A Tisza elnöke beismerte, részt vett egy drogos buliban. Mi lehet ennek a következménye? Belebukik-e Magyar a botrányba? Ki készíthette a felvételt? Kinek az érdeke, hogy újra terítékre került Magyar Péter életvitele? Mit tud kihozni a baloldal a gödi Samsung gyár ügyéből? Mit lép a kormány a példátlan ukrán fenyegetőzésre? A szakértők minden kérdésre választ keresnek, és a számok mögött elemezzük a Fidesz és a Tisza 2026-os győzelmi stratégiáját, mestertervét.Műsorvezető: Kereki GergőA műsor vendégei: Mráz Ágoston Sámuel, G.Fodor GáborFelelős szerkesztő: Gyürky Enikő
Is the "Gold Rush" of 2025 just the beginning? In this episode of The Futures Rundown, host Mark Longo is joined by Dana Samuelson, Founder and President of the American Gold Exchange, to dissect one of the most unprecedented years in the history of precious metals. From gold shattering all-time highs to silver's "Black Friday" volatility and the rise of the "debasement trade," we dive deep into the forces driving the 2026 commodities market. Whether you're a seasoned futures trader or a physical metal collector, this episode provides the expert insight you need to navigate these "scary" markets. In This Episode, We Explore: The Unprecedented Bull Run: Why Dana Samuelson, a 46-year market veteran, calls the recent action in gold and silver unlike anything seen since 1980. The "Debasement Trade": How global tariffs, the shifting status of the US Dollar, and central bank demand are fundamentally altering gold's value proposition. Silver's Wild Ride: A look at the "Indian Influencer" effect, industrial demand from the EV battery sector (Samsung), and why silver is facing a physical supply squeeze. The Gold-to-Silver Ratio: Analyzing the massive divergence and subsequent "catch-up" trades that rocked the second half of 2025. Bitcoin vs. Gold: Is BTC truly "Digital Gold"? We discuss the bifurcation of investors and where both assets fit in a modern portfolio. The Trading Pit: A breakdown of the week's movers, including Nat Gas reversals, the Yen's resurgence, and the most active contracts on the CME (10-Year Notes, Nasdaq Micros, and more). "We've seen industry going directly to the supply chain source to secure silver for the future... we've never seen anything like this." — Dana Samuelson
"I will say that QAnon was right and I was wrong." — Pepper CulpepperFrom Bannon and Trump to Summers, Gates, Blavatnik and Chomsky, the Epstein scandal has revealed elites of all ideological stripes behaving shamefully together. The Oxford political scientist Pepper Culpepper argues this is exactly the kind of corporate scandal that can save democracy—not despite its ugliness, but because of it. His new co-authored book, Billionaire Backlash, shows how scandals activate "latent opinion," bringing long-simmering public concerns to the surface and triggering society-wide demand for regulation. We discuss why Cambridge Analytica led to California privacy law, how Samsung's bribery scandal sparked Korea's Candlelight Protests, and why China's authoritarian approach to corporate malfeasance actually undermines trust.Culpepper, himself the Blavatnik Professor of Government at Oxford's Blavatnik School, acknowledges an uncomfortable truth. "I would say that QAnon was right," he admits, "and I was wrong." The specifics might have been fantasy, but the underlying suspicion about elite corruption was justified. And policy entrepreneurs—obsessive individuals who channel public outrage into actual legislation—matter more than we think. For Culpepper, billionaire backlash isn't a threat to democracy—it might actually be what saves it.About the GuestPepper Culpepper is Vice Dean of the Blavatnik School of Government at the University of Oxford. He is the co-author, with Taeku Lee of Harvard, of Billionaire Backlash: The Age of Corporate Scandal and How It Could Save Democracy (2026).ReferencesScandals discussed:● The Epstein scandal revealed that elites across politics, finance, and academia were connected to Jeffrey Epstein's network of abuse—vindicating populist suspicions that "the system is broken."● Cambridge Analytica (2018) exposed how Facebook leaked data on 90 million users, leading to the Digital Markets Act and Digital Services Act in the EU, and California's privacy regulations.● The Samsung bribery scandal in South Korea led to the Candlelight Protests and President Park Geun-hye's resignation, demonstrating how corporate scandals can strengthen civil society.● The 2008 Chinese milk scandal killed six infants due to melamine contamination; the government's cover-up during the Beijing Olympics destroyed public trust in domestic food safety.● Volkswagen's Dieselgate scandal showed how companies cheat on regulations, bringing latent concerns about corporate behavior to the surface.Policy entrepreneurs mentioned:● Carl Levin was a US Senator from Michigan who shepherded the Goldman Sachs hearings and contributed to the Dodd-Frank Act.● Margrethe Vestager served as EU Competition Commissioner and pushed for the Digital Markets Act and Digital Services Act.● Max Schrems is an Austrian privacy activist who, as a student, discovered Facebook retained his deleted messages and eventually brought down the US-EU data transfer agreement.● Alastair Mactaggart is a California property developer who pushed through the state's privacy regulations when federal action proved impossible.● Zhao Lianhai was a Chinese activist who tried to organize parents after the 2008 milk scandal; the government arrested and imprisoned him.Concepts discussed:● Latent opinion refers to concerns people hold in the back of their minds that aren't front-of-mind until a scandal brings them to the surface.● The Thermidor reference is to the French Revolutionary period when the radical Jacobins were overthrown—Culpepper suggests a controlled version might benefit democracy.● The muckrakers were Progressive Era journalists whose exposés led to reforms like the Food and Drug Administration.Also mentioned:● Michael Sandel is a Harvard political philosopher known for arguing that "there shouldn't be a price on everything."● Patrick Radden Keefe wrote Empire of Pain, the definitive account of the Sackler family and the opioid epidemic.● Lee Jae-yong is the heir apparent to Samsung, implicated in the bribery scandal.● Parasite, Squid Game, and No Other Choice are Korean cultural works that critique the country's relationship with its conglomerates.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotifyChapters:(00:00) - (00:22) - The Epstein opportunity (01:21) - Elite overreach exposed (03:12) - Scandals without partisan charge (05:04) - The Vice Dean's credibility problem (06:21) - Latent opinion explained (09:39) - Is there anything wrong with being a billionaire? (11:47) - American vs. European scandals (14:48) - Saving democracy vs. saving capitalism (17:05) - Corporate scandals and economic vitality (18:33) - Policy entrepreneurs: Carl Levin and Margrethe Vestager (19:54...
TfL's talking upgrades for 2026 — the sort that decides whether your commute is “fine” or “character-building”. Over in the US, Instagram's “endless scroll” is being argued over in court, while Samsung confirms Galaxy Unpacked for 25 February, and Steam quietly tries to stop Early Access from promising the moon. More at standard.co.uk. Hosted on Acast. See acast.com/privacy for more information.
Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcialÍndice00:00 Introducción y encuesta pasada02:41 HUAWEI Pura 90: Nuevos récords en teleobjetivo y macro04:59 HUAWEI Wearables: Detección de diabetes y nuevo Runner Watch06:43 Selfies de 100MP: La nueva tendencia en flagships08:13 Infinix Note 60 Pro: Diseño híbrido y batería masiva10:19 Nothing Essential Apps: Creación de apps con lenguaje natural12:22 Galaxy S26: Fecha oficial de Unpacked y Privacy Display15:10 Miembros del Canal y DespedidaSegundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:
0:00: ☀️ Bom dia Tech!0:23:
Today on Bud's #WeeklyGeekOut . . . Samsung's teasing new selective-screen privacy, blacking out portions of your phone screen to prying eyes. =) webmeister Bud Listen and get more details at TheZone.fm/geekout
Sreevathsa Prabhakar is the serial entrepreneur behind Servify, the B2B insurtech platform that powers extended warranty programs for Apple, Samsung, HP, and 70+ global brands.In this candid conversation with host Akshay Datt, he reveals how Servify achieves 90% AI automation in claims processing, generates 70% revenue internationally, and maintains 18% EBITDA margins in the competitive device protection market. From being locked in a Dharavi home as a BPL service engineer to receiving a welcome sign at Apple Park, Sree's 25-year journey offers rare insights into operational excellence, platform leverage, and building lasting enterprise partnerships.Key Highlights
3つ折りスマホ「Galaxy Z TriFold」日本で展示開始 東京と大阪の2店舗で。 サムスン電子ジャパンは2月12日、日本未発売の3つ折りスマートフォン「Samsung Galaxy Z TriFold」の展示を開始した。展示場所は、Samsung Galaxyのブランドショーケース「Galaxy Harajuku」(東京・原宿)と「Galaxy Studio Osaka」(大阪・なんば)の2店舗。日本の顧客にSamsungのグローバルブランドとしての体験価値を伝える1つの取り組みだという。
Meta, TikTok, Snap agree to be evaluated under new teen safety rating system, TikTok rolls out “Local Feed” in the U.S., Samsung announces iGalaxy Unpacked event on February 25th. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. IfContinue reading "Uber, Baidu To Launch Fully Autonomous Ride-Hailing in Dubai – DTH"
MRKT Matrix - Wednesday, February 11th Dow is little changed as investor enthusiasm for better-than-expected jobs data wanes (CNBC) Fed's Path to More Rate Cuts Challenged by Jobs Surprise (Bloomberg) Investors Aren't Budging: Bullish Bets Defy Wild Market Swings (WSJ) Tech investor Orlando Bravo says most software companies don't have enough profit (CNBC) Apple's Latest Attempt to Launch the New Siri Runs Into Snags (Bloomberg) Bill Ackman Makes a Big Bet on Meta (WSJ) VCs Break Taboo by Backing Both Anthropic, OpenAI in AI Battle (Bloomberg) Exclusive: ByteDance developing AI chip, in manufacturing talks with Samsung, sources say (Reuters) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors 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 Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.
Love is in the air this Valentine's week...a love affair with all things Android as Ron Richards is reunited with Florence Ion, Huyen Tue Dao and Jason Howell to revel in confirmed (not leaks!) of Samsung news plus drama around YouTube Music. Ah, Amore!Note: Time codes subject to change depending on dynamic ad insertion by the distributor00:02:46 - NEWSWe've got more data on Smartphone sales growth in 2025 and Honor and Nothing impress with their increasesAs if the AirDrop for Android news couldn't get any better, Google sweetens it even more beyond PixelsLooks like Gemini will be quite prominent on Android PCsPATRON PICK: Google Messages is bringing back a key RCS feature you might not have noticed disappeared00:32:12 - HARDWAREWe've got the details on the upcoming Samsung Galaxy Unpacked eventSome news on the Samsung Galaxy Z fold 8 going wide (pun intended)Jason test drives the INMO Air3 glasses and gets Android in his face!00:54:10 - APPSMuch ado about nothing with YouTube Music and access to Lyrics. Plus AI Playlists are here!More on Google Home's update to enable support for smart buttons in automationsThe At-A-Glance Widget on Google Pixels is going high contrast!01:07:09 - COMMUNITY FEEDBACKPatrick from Middle Tennessee shares some recommendations of good music players for Android! Hosted on Acast. See acast.com/privacy for more information.
Galaxy S26: site vaza ficha técnica completa e preços de todos os celulares e Samsung confirma data do Unpacked 2026; saiba o que esperar! Motorola Signature: novo celular de ponta ganha data de lançamento no Brasil. Pegadinha do Silvio Santos está nos arquivos Epstein. Taiwan diz ser "impossível" migrar 40% da produção de chips para os EUA e quais os direitos de quem é filmado sem autorização por óculos inteligentes?
Het is een nieuwe stap in het streven van het Chinese ByteDance om eigen AI-chips te ontwikkelen. ByteDance lijkt nu dichtbij en wil dit jaar zijn eerste 100.000 chips gaan produceren, wat geleidelijk opgevoerd wordt naar 350.000. De deal zou ByteDance ook toegang geven tot schaarse geheugenchips, die Samsung produceert. Rosanne Peters vertelt erover in deze Tech Update. De Chinese overheid is steeds actiever bezig om de chips van Nvidia te weren. Tot de dag van vandaag zijn veel bedrijven nog afhankelijk van de meest geavanceerde chips die alleen door Nvidia worden gemaakt. De H200 chips die na veel commotie naar China geëxporteerd mogen worden, probeert China buiten te houden door bedrijven te ontmoedigen en zelfs te verbieden deze te gebruiken. Verder in deze Tech Update: Online platforms moeten nog meer doen om cyberpesten tegen te gaan, vindt de Europese Commissie Nieuwe AI-functies op Facebook moeten je tevreden houden en je profiel pimpen See omnystudio.com/listener for privacy information.
El iPhone 17e usará el mismo procesador A19 estrenado en la serie iPhone 17, lo que mejora rendimiento y soporte futuro de funciones como Apple Intelligence. Por primera vez en la gama “e” tendrá carga magnética MagSafe, ausente en los modelos baratos anteriores. Además, integrará un módem propio C1X para conectividad celular y un chip N1 para Bluetooth, Wi‑Fi y Thread, ampliando así las capacidades inalámbricas. Mantendrá el precio de 599 dólares como el iPhone 16e, y Apple planea impulsarlo especialmente en mercados emergentes y en el sector empresarial, aprovechando una menor competencia de Google y Samsung en ese rango de precio. #iPhone17e #iPhone17 #Apple #AppleNews #AppleRumors #iPhone2026 #MagSafe #AppleIntelligence #TechNews #smartphones https://youtu.be/04ZUIm-wEsQ?si=30N8rueYnMa8CqU- https://seoxan.es/crear_pedido_hosting Codigo Cupon "APPLE" PATROCINADO POR SEOXAN Optimización SEO profesional para tu negocio https://seoxan.es https://uptime.urtix.es PARTICIPA EN DIRECTO Deja tu opinión en los comentarios, haz preguntas y sé parte de la charla más importante sobre el futuro del iPad y del ecosistema Apple. ¡Tu voz cuenta! ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA COMPARTE con tus amigos applelianos SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO
In this episode, we talk to Ian Reeves. Ian is the Managing Director of Flourish CRM, an independent, specialist CRM agency with offices in both Bristol in the UK and Dubai, where they create award-winning campaigns for clients like Nissan and Samsung.We talk about how an agency like his is, if you'll pardon the obvious pun, flourishing in the febrile world of huge holding companies like Omnicom and WPP and a martech sector that is undergoing extraordinary change. External resources:Flourish website - CLICK HEREAudio-Visual assets:Imagery: Photo by Matthew Brodeur on UnsplashMusic: Hot Thang by Daniel Fridell. CLICK HEREMusic: Don't Lie by Will Harrison. CLICK HERE
¿Audífonos que ven y pantallas mucho más fluidas? En este episodio de Manzanas Informadas, analizamos algunos rumores: - AirPods Pro con cámaras: ¿Para qué sirven y cómo funcionarán?- Studio Display 2: El salto a los 90Hz y la potencia del chip A19.- Cámaras del futuro: La apertura variable llega al iPhone 18 y Samsung responde.Todo lo que necesitas saber sobre el futuro de Apple, explicado de forma sencilla.
EU Commission claims the TikTok algorithm is bad for you. Tech stocks took a hit last week. Colleges look to ban smartglasses for testing. OpenAI's scheme to eat up all the RAM is also hurting their own products. Samsung is skipping magnets on the S26. Vivo is looking to compete with action cameras. Steam Machine is delayed because of component costs, but why did we think it would be cheap? Let's get our tech week started off RIGHT! -- Show notes and links here: https://somegadgetguy.com/b/4ad Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
News and Updates: TikTok's New U.S. Data Regime: TikTok USDS launched under American investors, but new terms enable aggressive tracking of precise location and sensitive data, including ethnicity and health, to ensure global interoperability. The Death of 8K Television: LG joined Sony and TCL in halting 8K production due to a lack of content and bandwidth hurdles, leaving Samsung as the sole remaining manufacturer. EU Electric Vehicle Milestone: In December 2025, fully-electric car registrations (22.6%) surpassed pure petrol cars (22.5%) for the first time in the EU, signaling a massive shift in consumer preference. E-Bike Batteries Powering Food Carts: NYC startup PopWheels is replacing noisy gas generators with swappable e-bike batteries, providing silent, emissions-free electricity for food vendors through a fire-safe cabinet network. Peacock's $552 Million Loss: Despite reaching 44 million subscribers and boosting revenue to $1.6 billion via sports, Peacock's losses widened this quarter due to high-cost NBA and NFL licensing deals.
Welcome to episode 465 of the Mobile Tech Podcast with guest and YouTube creator Kevin Nether (Kevin The Tech Ninja) -- brought to you by Mint Mobile. In this week's show, we review Sony's LinkBuds Clip, unbox the RedMagic 11 Air, and discuss Google's Pixel 10a and Samsung's S26 series teasers. We then cover the latest news, leaks, and rumors from Apple, OnePlus, Oppo, Realme, and Xiaomi. Enjoy :)Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Kevin Nether: https://www.threads.net/@techninjaspeaks- Kevin's Sony LinkBuds Clip review: https://www.youtube.com/watch?v=90EprUwMJCg- Sony WF-1000XM6 earbuds leak: https://www.gsmarena.com/sonys_next_flagship_earbuds_leak-news-71380.php- Nothing Headphone (a) rumors: https://www.gsmarena.com/new_details_about_the_nothing_headphone_a_emerge-news-71368.php- More Apple iPhone Fold details leak: https://www.gsmarena.com/iphone_fold_design_details_revealed_in_new_leak-news-71377.php- More Apple iPhone Flip rumors: https://www.gsmarena.com/gurman_apple_is_actively_exploring_a_flipstyle_foldable_iphone_-news-71363.php- Google teases Pixel 10a, coming Feb 18: https://www.gsmarena.com/google_officially_shows_the_pixel_10a_reveals_its_launch_date-news-71414.php- Samsung teases Galaxy S26 series cameras: https://www.gsmarena.com/samsung_releases_new_galaxy_s26_series_teasers_highlighting_camera_upgrades-news-71393.php- Let's unbox the RedMagic 11 Air: https://www.gsmarena.com/nubia_redmagic_11_air-review-2926.php- OnePlus 16 specs leak: https://www.gsmarena.com/oneplus_16_specs_leak_online-news-71357.php- Oppo Find X10 Pro camera details leak: https://www.gsmarena.com/oppo_find_x10_pro_camera_details_leak_two_200mp_cameras_with_large_sensors_in_tow-news-71376.php- Realme 16 official:
Ray Harryhausen said this was his best movie. I tend to agree. Jason And The Argonauts (1963) - Blu-Ray Review ROCKFILE Podcast 959 #jasonandtheargonauts #moviereview #rockfile ~ You can subscribe to my podcasts on Podbean, Spotify, Apple Podcasts, iTunes, Amazon Music/Audible, Google Podcasts, YouTube, iHeart Radio, Pandora, TuneIn, Alexa, Player FM, Samsung, Podchaser, Stitcher, Boomplay, Overcast, Pocket Cast, Castro, Castbox, Podfriend, Goodpods, Deezer and more. ~ -Social Media Group: https://www.facebook.com/groups/rockfilesroom -Official Website: https://therockfile.com/ -YouTube channel: https://www.youtube.com/@rockfile -Interview Archive: https://therockfile.com/Interviews/ ~ Music from #Uppbeat https://uppbeat.io/t/enrique-molano/ants-carnival License code: IV5M5EGLBEBSNUDV ~ Note: the static pictures in my movie reviews are NOT screen captures. I am not set up to do that yet but one day I hope to be.
Brad Arnold of 3 Doors Down passed away today, I was lucky enough to hang out with him on several occasions during my career. Brad Arnold (1978-2026) - Discussion ROCKFILE Podcast 958 #bradarnold #3doorsdown #rockfile ~ You can subscribe to my podcasts on Podbean, Spotify, Apple Podcasts, iTunes, Amazon Music/Audible, Google Podcasts, YouTube, iHeart Radio, Pandora, TuneIn, Alexa, Player FM, Samsung, Podchaser, Stitcher, Boomplay, Overcast, Pocket Cast, Castro, Castbox, Podfriend, Goodpods, Deezer and more. ~ -Social Media Group: https://www.facebook.com/groups/rockfilesroom -Official Website: https://therockfile.com/ -YouTube channel: https://www.youtube.com/@rockfile -Interview Archive: https://therockfile.com/Interviews/ ~ Music from #Uppbeat https://uppbeat.io/t/enrique-molano/ants-carnival License code: IV5M5EGLBEBSNUDV ~ Note: the static pictures in my movie reviews are NOT screen captures. I am not set up to do that yet but one day I hope to be.
On today's show we look at HDTV Display Technologies that are no longer with us. Some had a short run and some never made it to the market. We also read your emails and take a look at the week's news. News: LG pulls the plug on 8K OLED and 8K LCD TVs Apple's home hub could finally arrive this spring with a rather unique design Roku is Testing a New Home Screen With A New Look Google Home update brings more automation controls HDTV Display Technologies That Are No Longer With Us Over the 21 years we have been doing the show we have seen numerous HDTV display technologies come and go. Some never made it to market and some had a good run but were eventually beat out by something better. These technologies competed during the transition from bulky CRTs to flat panels, but most lost out as LCD, later becoming LED-backlit LCD, then OLED, became dominant for reasons like cost, scalability, picture quality improvements, and manufacturing ease. Technologies That Were Proposed/Demonstrated but Never Commercially Released to Consumers SED (Surface-Conduction Electron-Emitter Display)Developed primarily by a Canon and Toshiba joint venture starting in the late 1990s/early 2000s. It was essentially a flat-panel evolution of CRT technology using electron emitters for each pixel, promising CRT-like motion handling, deep blacks, high contrast, fast response times, and low power in a slim form factor. Prototypes were shown around 2005–2007 with impressive demos. Why it didn't make it: Repeated delays due to manufacturing challenges (high production costs, difficulty scaling/vacuum sealing), patent disputes, and aggressive price drops in LCD/plasma panels. Then by 2009–2010, LCD had become too dominant and cheap; Canon officially froze consumer SED development in 2010, shifting any remaining efforts to niche professional uses. FED (Field-Emission Display)Similar to SED and sometimes grouped together or seen as a precursor/variant. FED used field-emission electron sources (like microtips) for CRT-style performance in a flat panel. Demonstrated in prototypes in the 2000s by companies like Sony and Motorola. Why it didn't make it: Development took too long; manufacturing complexity and yield issues made it unviable. It was overtaken by faster-scaling plasma and then LCD/OLED technologies before reaching mass production. Technologies That Reached the Market but Were Discontinued DLP (Digital Light Processing) Rear-Projection TVsUsed Texas Instruments' DMD (digital micromirror device) chips to reflect light, often with a color wheel for sequential color (or pricier 3-chip versions). Popular in the mid-2000s for large-screen (50–70+ inch) HDTVs from brands like Samsung, Mitsubishi, RCA, and Toshiba, offering good brightness, no burn-in, and sharp images at competitive prices. Why discontinued: Bulky depth (even if thinner than CRT rear-projection), lamp replacements needed, rainbow artifacts (on single-chip models), poor off-angle viewing, and vulnerability to ambient light. As flat-panel LCD and plasma prices fell dramatically in the late 2000s, consumers preferred slim, wall-mountable designs. Rear-projection DLP TVs largely vanished by around 2010. LCOS (Liquid Crystal on Silicon) / Variants like D-ILA (JVC) and SXRD (Sony)A reflective microdisplay tech using liquid crystals on a silicon backplane, often in rear-projection or some front-projection setups. Offered excellent contrast, deep blacks, and smooth motion (better than early LCDs). Available in HDTVs from JVC, Sony, and others in the mid-2000s. Why largely discontinued for direct-view TVs: High cost, manufacturing complexity, and lower brightness compared to emerging flat panels. Rear-projection versions suffered the same bulkiness issues as DLP. While LCOS survives today in high-end projectors mostly in JVC and Sony home theater models, it never scaled to mainstream direct-view flat-panel HDTVs and was eclipsed by LCD advancements. Plasma Display Panel (PDP / Plasma TVs)Used ionized gas (plasma) cells to create light, excelling in black levels, contrast, color accuracy, wide viewing angles, and no motion blur. Very popular for HDTV in the 2000s from Panasonic, Pioneer, Samsung, and LG. Why discontinued: High power consumption, heat generation, heavier panels, burn-in risk (though mitigated later), and difficulty scaling to 4K efficiently/cost-effectively. As LCD/LED prices dropped with better brightness, efficiency, and no burn-in, plasma couldn't compete economically. Production fully ended around 2014–2015. Other Notable Mentions LCD Rear-Projection TVs — Used transmissive LCD panels; suffered from similar bulk and light issues as DLP; discontinued early-mid 2000s. Direct-view CRT HDTVs — The original standard; fully discontinued by the late 2000s/early 2010s due to size, weight, and inefficiency. Key Reasons Technologies Fail in HDTV Market Regardless of how good a display technology is, the following will keep it from the mass market: Cost & Manufacturing Yield: Technologies requiring ultra-precise processes (SED, FED, LCoS) couldn't hit competitive prices. Competing Technologies Improve Fast: LCD and later LED/OLED got cheaper and better quicker than rivals could scale. Form Factor Shift: Direct-view panels beat rear-projection (DLP, LCoS, laser) because consumers prefer thin TVs. Performance Tradeoffs: Issues like power use, burn-in, brightness, viewing angles, or reliability hurt consumer uptake. In summary, the winners were technologies that scaled cheaply to larger sizes, became thinner/lighter, improved efficiency, and avoided major drawbacks like high costs or reliability issues. LCD/LED dominated the 2010s due to mass production advantages, while OLED took premium segments later for superior contrast/per-pixel lighting. Many promising "next-gen" ideas from the 2000s (like SED/FED) simply arrived too late or proved too hard to manufacture affordably.
Focus sur l’IA et son impact, écrans Samsung, projet Neom. Discussions sur Action Mesh, Omnitransfer, et Prism d’OpenAI. Quelques mots sur Intel Panther Lake et les écrans de Samsung. Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Modèles IA de la semaine ActionMesh, Omnitransfer, et vidéos qui s’auto raffinent. Engram, du SQL dans ton LLM. ConceptMoe et raisonnements visuels. Maitres linéaires : les IA ont des valeurs très malléables. Principe Anthropic : qui enfume qui ? Anthropic et crock des parts de marchés… OpenAI lance Prism ! On va en voir de toutes les couleurs… Twentieth Century boy : Ami arrive à Paris. Config de canard : DuckDuck go avec ou sans IA ? Pas de Braga pas de chocolat Microsoft à fond dans l'IA ? Maia pas de problème ! Samsung, meilleure société écran ? Panthère vs gorgone : fight ! A Starlink to the past : qui paye la facture déjà ? Les fuites, ça pose toujours problème Neom mais sans cerveau, MBS suit la mode. Beyond meat… effectivement très au-delà de la viande. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé
No novo episódio do Podcast Canaltech, Marcelo Fischer conversa com Daniel Avancini, cofundador e Chief Data Officer da Indicium, sobre o Moltbook e o OpenClaw, plataformas que permitem que agentes de inteligência artificial interajam entre si, como em uma espécie de “rede social dos robôs”. Durante a entrevista, Daniel explica como essas tecnologias funcionam na prática, por que elas chamaram tanta atenção no mercado e quais são os riscos e oportunidades dos agentes de IA no dia a dia das pessoas e das empresas. A conversa também passa por temas como segurança digital, produtividade, futuro do trabalho e os limites da inteligência artificial atual, sem cair em exageros ou ficção científica. Você também vai conferir: China dá mais um passo rumo aos carros do futuro e o volante pode ser o próximo a mudar, Samsung lança tela 3D que dispensa óculos e aposta no futuro das vitrines digitais e Embraer amplia sua presença global com acordo para carros voadores no Japão. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Danielle Cassita e Renato Moura, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Leandro Gomes e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
Today, we're going to talk about reality, and whether we can label photos and videos to protect our shared understanding of the world around us. To do this, I sat down with Verge reporter Jess Weatherbed, who covers creative tools for us — a space that's been totally upended by generative AI. We've been talking about how the photos and videos taken by our phones are getting more and more processed for years on The Verge. Here in 2026, we're in the middle of a full-on reality crisis, as fake and manipulated ultra-believable images and videos flood onto social platforms at scale. So Jess and I discussed the limitations of AI labeling standards like C2PA, and why social media execs like Instagram boss Adam Mosseri are now sounding the alarm. Links: This system can sort real pictures from AI fakes — why aren't we using it? | The Verge You can't trust your eyes to tell you what's real, says Instagram | The Verge Instagram's boss is missing the point about AI on the platform | The Verge Sora is showing us how broken deepfake detection is | The Verge Reality still matters | The Verge No one's ready for this | The Verge What is a photo, @WhiteHouse edition | The Verge Google Gemini is getting better at identifying AI fakes | The Verge Let's compare Apple, Google & Samsung's definitions of 'photo' | The Verge The Pixel 8 and the what-is-a-photo apocalypse | The Verge Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder is produced by Kate Cox and Nick Statt and edited by Ursa Wright. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. - Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. - Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. - Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. - And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. - Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. - Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. - Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. - And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Despite recent sell-offs in major software stocks like Microsoft (MSFT), ServiceNow (NOW), and Adobe (ADBE), Mike Horwath views the market's volatility as a period of de-risking amidst ongoing artificial intelligence hype. He remains optimistic about a U.S. economic soft landing, noting that resilient labor markets and contained inflation provide a stable backdrop for investors. Additionally, he highlights international growth opportunities in essential tech components such as TSMC (TSM), Samsung, and SK Hynix to round out a global strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
I found a cheap copy of the first one in 4K and decided to re-watch them all. Skyline, Beyond Skyline, Skylines (2010, 2017, 2020) - 4K UHD Blu-Ray Review ROCKFILE Podcast 957 #skylinemovie #moviereview #rockfile ~ You can subscribe to my podcasts on Podbean, Spotify, Apple Podcasts, iTunes, Amazon Music/Audible, Google Podcasts, YouTube, iHeart Radio, Pandora, TuneIn, Alexa, Player FM, Samsung, Podchaser, Stitcher, Boomplay, Overcast, Pocket Cast, Castro, Castbox, Podfriend, Goodpods, Deezer and more. ~ -Social Media Group: https://www.facebook.com/groups/rockfilesroom -Official Website: https://therockfile.com/ -YouTube channel: https://www.youtube.com/@rockfile -Interview Archive: https://therockfile.com/Interviews/ ~ Music from #Uppbeat https://uppbeat.io/t/enrique-molano/ants-carnival License code: IV5M5EGLBEBSNUDV ~ Note: the static pictures in my movie reviews are NOT screen captures. I am not set up to do that yet but one day I hope to be.
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
En este episodio del podcast, Jairo y Samir discuten la nueva suscripción de Apple Creator Suite y su impacto en los usuarios de iPad, destacando la llegada de Pixelmator Pro. Además, analizan los resultados financieros de Apple y comparan las ventas con Samsung, finalizando con recomendaciones de juegos en Apple Arcade.
Abrar Al-Heeti of CNET joins Mikah Sargent on Tech News Weekly this week! Abrar has her hands on the new Samsung Galaxy Z TriFold phone! More people are pirating TV through rogue streaming boxes. The newest social media platform has launched, but it's only for AI bots. And Apple's Lockdown Mode prevented the FBI from accessing a reporter's iPhone. Abrar got her hands on the Samsung Galaxy Z TriFold phone and shares her initial thoughts on the device so far. Mikah talks about how more people are straying away from streaming services and looking towards streaming boxes that allow one to access pirated content that mirrors live TV. Mikah and Abrar chat about Moltbook, a new social media platform that is just for AI bots. And Mikah shares how Apple's Lockdown Mode helped a Washington Post reporter stop the FBI from accessing their seized iPhone. Hosts: Mikah Sargent and Abrar Al-Heeti Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow preview.modulate.ai zscaler.com/security
Recorded live at our Founders Summit, a16z general partner Chris Dixon speaks with Palmer Luckey, founder of Anduril and Oculus VR. They talk about what it takes to build hardware at scale, where the biggest technological bottlenecks are today, and why optimism is still warranted despite geopolitical turmoil and regulatory constraints. They also cover crypto, stablecoins, modern warfare, the U.S.–China technology race, AI and manufacturing, and frontiers like fusion and quantum computing—plus lessons from Oculus, the founding of Anduril, and how to build mission-driven teams. Resources:Follow Palmer Luckey on X: https://twitter.com/PalmerLuckeyFollow Chris Dixon on X: https://twitter.com/cdixon Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Multi- billionaire John M (Text Café, HomeFine, GhosteFine, etc) returns to tell us about his new banking system that uses drones and real clouds. We try to get some clients for him and we also get the winning Powerball numbers and much more, on this episode of the WORLD RECORD PODCAST! More livestreams to come. Patreon! https://www.patreon.com/worldrecordpodcastBuy merch, watch videos and more! https://worldrecordpodcast.com0:00 - Show intro / Deal Dash ad parody1:00 - Real doll discussion / Deal Dash continued5:00 - Samsung hold music interruption / Real doll debate8:00 - John M introduction / Sky Find Financial pitch begins10:00 - Sky banking concept explained / Drone-based banking15:00 - News clip about Sky Find Financial / Drone malfunctions20:00 - Banking logistics discussion / DNA verification system25:00 - Sky Pet Cemetery concept / Bird story30:00 - Calling financial institutions / Pitching Sky Fine35:00 - Shark Tank attempts / Multiple call attempts
The oldest movie in my Amazon wish list, after more than a decade it went on sale and I watched it! Session 9 (2001) - Blu-Ray Review ROCKFILE Podcast 956 #session9movie #moviereview #rockfile ~ You can subscribe to my podcasts on Podbean, Spotify, Apple Podcasts, iTunes, Amazon Music/Audible, Google Podcasts, YouTube, iHeart Radio, Pandora, TuneIn, Alexa, Player FM, Samsung, Podchaser, Stitcher, Boomplay, Overcast, Pocket Cast, Castro, Castbox, Podfriend, Goodpods, Deezer and more. ~ -Social Media Group: https://www.facebook.com/groups/rockfilesroom -Official Website: https://therockfile.com/ -YouTube channel: https://www.youtube.com/@rockfile -Interview Archive: https://therockfile.com/Interviews/ ~ Music from #Uppbeat https://uppbeat.io/t/enrique-molano/ants-carnival License code: IV5M5EGLBEBSNUDV ~ Note: the static pictures in my movie reviews are NOT screen captures. I am not set up to do that yet but one day I hope to be.
Firstly, a study confirms that swearing can boost physical performance by reducing inhibitions and increasing focus. Secondly, the successful reintroduction of white storks to the UK has led to their return to London. Thirdly, tattoo artist Beth is helping breast cancer survivors by offering free 3D nipple tattoos. Fourthly, Samsung is close to commercializing solid-state batteries, which could significantly enhance electric vehicle range and safety. Lastly, in Christchurch, humorous and absurd street signs by an artist named Cameron are delighting pedestrians and encouraging them to rethink their surroundings.John also hosts Daily Comedy NewsUnlock an ad-free podcast experience with Caloroga Shark Media! For Apple users, hit the banner which says Uninterrupted Listening on your Apple podcasts app. Subscribe now for exclusive shows like 'Palace Intrigue,' and get bonus content from Deep Crown (our exclusive Palace Insider!) Or get 'Daily Comedy News,' and '5 Good News Stories' with no commercials! Plans start at $4.99 per month, or save 20% with a yearly plan at $49.99. Join today and help support the show!Get more info from Caloroga Shark Media and if you have any comments, suggestions, or just want to get in touch our email is info@caloroga.com
The latest Power On newsletter from Bloomberg hints at an Apple competitor to Samsung's Galaxy Z Flip series. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit
What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit
What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit
What happens when AI bots get their own social network, Silicon Valley execs cozy up to power, and Apple takes a cut from creators? This week's panel calls out the bold, bizarre, and often problematic ways tech's biggest players are reshaping everything from AI assistants to your everyday privacy. There's a social network for AI agents, and it's getting weird Moltbook is the most interesting place on the internet right now Exposed Moltbook Database Let Anyone Take Control of Any AI Agent on the Site Pentagon clashes with Anthropic over military AI use, sources say Salesforce signs $5.6B deal to inject agentic AI into the US Army Angry Norfolk residents lose lawsuit to stop Flock license plate scanners SpaceX wants to put 1 million solar-powered data centers into orbit Elon Musk reportedly wants a June SpaceX IPO to align with his birthday, the planets Tesla hits a grim milestone: its second straight year of decline Tesla says production-ready Optimus robot is coming soon Microsoft reports strong cloud earnings in Q2 as gaming declines What We Learned From Meta, Microsoft and Tesla Apple tells Patreon to move creators to in-app purchase for subscriptions by November Apple CEO Tim Cook 'heartbroken' after repeated ICE killings in Minneapolis A rival smart glasses company is suing Meta over its Ray-Ban products TikTok, YouTube, and Meta are headed to court for a landmark trial over social media addiction The 'Social Media Addiction' Narrative May Be More Harmful Than Social Media Itself TikTok users freak out over app's 'immigration status' collection — here's what it means A Waymo hit a child near an elementary school in Santa Monica Autonomous cars, drones cheerfully obey prompt injection by road sign Samsung's TriFold phone will cost $2,899 in the US Groundhogs are bad at predicting weather, but they're valuable animal engineers Satellites encased in wood are in the works Belkin reminds users that its Wemo smart home products are shutting down this week Host: Leo Laporte Guests: Gary Rivlin, Devindra Hardawar, and Victoria Song Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: monarch.com with code TWIT Melissa.com/twit helixsleep.com/twit canary.tools/twit - use code: TWIT expressvpn.com/twit
TCL está a punto de superar a Samsung en cuota de mercado de teles a nivel mundial. En móviles ya pasó un fenómeno similar, en coches está pasando ahora. China desplazando marcas históricas en industrias que parecían inmunes. El patrón se repite.Loop Infinito, podcast de Xataka, de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.Contacto: