Podcasts about Schneider

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Latest podcast episodes about Schneider

Crosstalk America from VCY America
State of the Union Reaction

Crosstalk America from VCY America

Play Episode Listen Later Feb 25, 2026 53:28


These days we can see in numerous ways that there is great division across America. This was evident during last evening's State of the Union address by President Donald Trump. In fact, when asked if American citizens should be prioritized over illegal aliens, Democrats refused to stand in agreement. What the secular media won't tell you is that underlying this division is a great spiritual division. As Isaiah 5:20 puts it: "Woe unto them that call evil good, and good evil; that put darkness for light, and light for darkness; that put bitter for sweet, and sweet for bitter!" We see this in America today where moral corruption has become rampant due to the inversion of what were once cherished values. The only way out is to turn back to God and righteousness on his terms because it's such righteousness that exalts a nation. Sin, however, is a reproach to any people (Proverbs 14:34). So join Jim as he reviews the President's speech, highlighting numerous points from policy decisions to national awards, as you'll hear via various audio clips.

Plus
Názory a argumenty: Matěj Schneider: Trump se dlouze chvástal před Kongresem. Nepřesvědčivě

Plus

Play Episode Listen Later Feb 25, 2026 3:11


Projevy amerických prezidentů před oběma komorami Kongresu – takzvaná Zpráva o stavu Unie – bývají v posledních dekádách vždycky tyjátr. Ostatně o tom, že stav Unie není bůhvíjaký a hlavně rozhodně ne příliš sjednocený, moc lidí nepochybuje. Donald Trump právě pronesl svůj první takový proslov ve druhém funkčním období.

The Ian Furness Show
Furness Show 2-25: Gregg Bell from NFL Combine, Overtimes in Sports

The Ian Furness Show

Play Episode Listen Later Feb 25, 2026 78:23 Transcription Available


Rumors are rampant during this time of year with the NFL Scouting Combine underway. The way of the world these days allows for misinformation to fly. Are we really to believe Demarcus Lawrence could retire this offseason, even though he still has time left on his contract? Plus, which sports do overtime right and where can they be fixed? Gregg Bell, The Tacoma News Tribune joins Ian from Indy to give us the lay of the land at the NFL Scouting Combine. Mike Macdonald told Gregg he was under the impression that Demarcus Lawrence, Jarran Reed and the veterans are planning on running it back for next year. John Schneider is focusing on the free agents to be, namely Kenneth Walker III and Riq Woolen, as their agents are in Indy as well. Schneider's staff will focus on the actual workouts taking place the rest of his week. Finally, as of now, how aggressive should we expect the Seahawks to be when it comes to trading picks with only 4 in the draft? The Daily Power Play! Touching on what Gregg said earlier, it sounds as though it'll be difficult to resign Ken Walker III. The salary cap is always something that can inhibit a signing like that, but the Seahawks have space this year. Which sport has the best overtime rules and which one has the worst? Ian gives his thoughts and how to fix the NFL in the most simple way. How about the Olympic Hockey overtime? Checking in on the Talkback and Text Line! Crosstalk with Dick Fain!See omnystudio.com/listener for privacy information.

Crosstalk America from VCY America
The Bible and Your Vote

Crosstalk America from VCY America

Play Episode Listen Later Feb 24, 2026 53:28


Dr. Andy Woods is president of Chafer Theological Seminary & senior pastor of Sugar Land Bible Church in Houston. He's also a lawyer, a speaker at numerous Bible conferences, as well as an author of several books including the one discussed on this broadcast: The Bible and Your Vote: Biblical Principles for any Election. Before elections in recent years you may have heard someone say, "This is the most important election in our lifetimes!" In other words, there's some sense with many people that the consequences of such elections are greater than ever. In spite of this, there are many who make the following excuses not to vote: They claim their vote doesn't count. They believe their citizenship is in heaven, therefore they don't vote on the earth. Some believe that if they vote for the lesser of two evils, they're still voting for evil, therefore they feel obligated not to participate. God puts into office who he wills, therefore some people feel they must step aside and not get in the way. Review this broadcast, and you'll see why such excuses are not biblical, as Dr. Woods kicks things off by looking at voting as a matter of stewardship. From there he continues on by looking at other issues related to voting including economic, social, climate, power/personal rights, foreign policy and more. Listeners brought their questions and comments to the discussion as well.

Scripture Untangled
S12: E8 | Derek Schneider | How Do You Know If God Is Speaking to You?

Scripture Untangled

Play Episode Listen Later Feb 24, 2026 52:17


Watch or listen to Derek Schneider, Pastor of History Makers Church being interviewed by Joanna la Fleur. In this episode, Derek talks about hearing God's voice, discovering your calling, and moving from routine prayer to prayer that produces real results.In this episode, Derek and Joanna discuss: How turning down a record deal led Derek into a life of prayer, purpose, and pastoral leadership.How hearing God's voice transformed his life and reshaped his understanding of prayer.The difference between routine prayer and prayer that produces real spiritual results.How Scripture and prayer work together to awaken purpose in believers.Unanswered prayer, eternal perspective, and trusting God beyond visible results.How believers can discover their calling by aligning their passions with the love of Jesus.Encouraging listeners to pray in ways they never have before in order to see what they've never seen before.Read the transcript: biblesociety.ca/transcript-scripture-untangled-s12-ep8=====Canadian Bible Society: biblesociety.caHelp people hear God speak: biblesociety.ca/donateConnect with us on Instagram: @canadianbiblesocietyThe Bible Course: biblecourse.ca=====Derek Schneider was once a music recording artist, until his faith lead him to turn down a record deal and answer his true calling in life. He is a requested speaker, coach, best-selling author, and “transformation specialist.” He is the President and Founder of History Makers Society, through which he has helped several thousand discover their God-given purpose - many having gone on to becoming catalysts of transformation in their communities and nations.  As an advisor to leaders of various capacities, Derek is impacting people, and society on several continents. Even through his brief teachings and seminars, you are guaranteed to walk away with the keys necessary for effective leadership.    Derek is also a fourth generation Pastor, and Founder of History Makers Church (Oshawa, Ontario). He Pastors alongside his wife (Sarah) and family.Learn more about Derek Schneider: derekschneider.ca Canadian Bible Society: biblesociety.ca Help people hear God speak: biblesociety.ca/donate Connect with us on Instagram: @canadianbiblesociety The Bible Course: biblecourse.ca

Door met Dementie
Boosheid en frustraties | Door met Dementie - met Beau Schneider | Seizoen 6 - aflevering 24

Door met Dementie

Play Episode Listen Later Feb 24, 2026 35:45


Boos worden, zonder dat je zelf goed kunt uitleggen waarom. Het komt vaak voor bij dementie. Hoe moet je als naaste reageren als de ander boos is? Kun je de oorzaak vinden? Kun je woede of frustratie voorkomen? En wat als je het – als naaste – niet meer volhoudt?

Crosstalk America from VCY America
Transgender Regret

Crosstalk America from VCY America

Play Episode Listen Later Feb 23, 2026 53:28


Walt Heyer is a senior fellow with Family Research Council. Walt is a husband, father, and corporate executive who underwent gender transition surgery at the age of 42 and tried to live as a woman for 8 years. Through therapy and faith in God, Walt was restored to his male identity and biological reality. He now helps others who regret trying to live in a manner at odds with how God created them. His is a story of redemption and hope. Walt has written 7 books and numerous articles. His newest release is titled, Embracing God's Design: Addressing the Spiritual and Psychological Crisis Behind Transgender Identity. Over the years there's been a significant increase in those who are identifying differently than their biological sex. From drag queen story hours to the entertainment industry, from corporate America to medical institutions, to classroom reading material, school locker room policies and more, young people are being educated to believe that a boy can be a girl and vice-versa. As a result, some have gone on to chemically and physically damage themselves in an attempt to change their gender. So don't miss this edition of Crosstalk as Walt explains, from first hand experience, what this phenomenon is all about. It involves understanding how this trend impacts the mind of youth in their formative years, the impact on American society overall, the battle over language and word definitions as each side attempts to defend their positions, the impact of the educational system in this battle and much more, including input from listeners nationwide.

Chuck and Buck
Chuck & Buck 2-23 Hour 2: 12th man news with Gregg Bell, Olympic hockey momentum and Reckless at Breakfast.

Chuck and Buck

Play Episode Listen Later Feb 23, 2026 41:57 Transcription Available


- Headlines and 12th Man News with GREGG BELL (Tacoma News Tribune) Gregg joins us live from Boston as a blizzard has taken over the city and put the trek to Indianapolis in peril. Will Gregg be able to make it to the combine? Is there a chance we get some Ken Walker news from Schneider at the combine? What about Rashid Shaheed? How important was the team chemistry in their success? And how difficult will it be to replicate that? How much could this team actually sell for and when do we think the sale will actually get done? :30- The USA brought home the gold medal in Olympic hockey with an overtime win over Canada yesterday. Is there such thing as Olympic hockey momentum? :45- With Bucky gone this week, we are getting Reckless at Breakfast every single day! How can the NBA curb the tanking problem? What about a tournament of the 8 worst teams and the winner gets the lottery balls? See omnystudio.com/listener for privacy information.

ZIB2-Podcast
Zu Gast: Carola Schneider, ZIB-Korrespondentin Russland; Christian Wehrschütz, ZIB-Korrespondent Ukraine; Johannes Perterer, ZIB-Korrespondent EU

ZIB2-Podcast

Play Episode Listen Later Feb 23, 2026 7:25


Thema: Zum vierten Jahrestag des Überfalls auf die Ukraine scheitert die Europäische Union an einem Unterstützungspaket.

StadtRadio Göttingen - Beiträge
Für Klimaschutz und bessere Mobilität: Pippa Schneider möchte den Landkreis Göttingen als Landrätin auf Vordermann bringen

StadtRadio Göttingen - Beiträge

Play Episode Listen Later Feb 23, 2026


Die volle Unterstützung ihrer Partei hat sie schon, jetzt muss sie auch bei der Bevölkerung punkten. Landtagsabgeordnete Pippa Schneider von den Grünen kandidiert bei den anstehenden Kommunalwahlen als Landrätin für den Kreis Göttingen. Die Region liegt ihr am Herzen – und das möchte sie zeigen. Benita Heukamp hat mit ihr über ihre Kandidatur gesprochen. Hier gibt es jetzt einen Ausschnitt aus dem Interview.

The Dominion Of His Voice
Avoid The Foolish | Deci Schneider

The Dominion Of His Voice

Play Episode Listen Later Feb 22, 2026 58:02


But we command you, brethren, in the name of our Lord Jesus Christ, that you withdraw from every brother who walks disorderly and not according to the tradition which he received from us. 2Thessalonians 3:6 Preceding messages: Stand Fast | 2Thessalonians ch.1 | https://youtu.be/i-HQV0vmJNg Chosen For Salvation | 2Thessalonians ch.2 | https://youtu.be/yAMithNesIg DominionSonship.com

Plus
Názory a argumenty: Matěj Schneider: Trumpova cla dostala ránu. Uvidíme, jestli opravdu chce být „hodný chlapec“

Plus

Play Episode Listen Later Feb 21, 2026 3:06


Když v pátek dopoledne dostal Donald Trump zprávu o tom, že Nejvyšší soud zasadil zásadní ránu jeho obchodním válkám, měl si prý sprostě ulevit. Americký prezident byl zrovna uprostřed mítinku s guvernéry jednotlivých států, když ho poradci spravili o nemilé zprávě.

Corso - Deutschlandfunk
Episch und wild - die musikalischen Kleinwelten von Hen Ogledd

Corso - Deutschlandfunk

Play Episode Listen Later Feb 21, 2026 5:58


Schneider, Dirk www.deutschlandfunk.de, Corso

Názory a argumenty
Matěj Schneider: Trumpova cla dostala ránu. Uvidíme, jestli opravdu chce být „hodný chlapec“

Názory a argumenty

Play Episode Listen Later Feb 21, 2026 3:06


Když v pátek dopoledne dostal Donald Trump zprávu o tom, že Nejvyšší soud zasadil zásadní ránu jeho obchodním válkám, měl si prý sprostě ulevit. Americký prezident byl zrovna uprostřed mítinku s guvernéry jednotlivých států, když ho poradci spravili o nemilé zprávě.Všechny díly podcastu Názory a argumenty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

The Catholic Current
Who Is Standing with Rome? (Fr. Robert McTeigue, S.J.) 2/20/26

The Catholic Current

Play Episode Listen Later Feb 20, 2026 51:29


Fr. Robert McTeigue examines who truly “stands with Rome.” With traditional Catholic teaching and lessons from the Doctors of the Church often conflicting with statements from modern Church leadership, it is becoming increasingly difficult to understand what that phrase means. How can Catholics best navigate the inconsistencies? Father concludes with Weekend Readiness to help you prepare for Sunday Mass. Show Notes Communiqué from the General House: the Society's response to Rome Msgr. Schneider responds to Tucho about the FSSPX: the pastoral documents of Vatican II can be corrected, only the Word of God is immutable Sic et non : a critical edition Commonitory for the Antiquity and Universality of the Catholic Faith, Against the Profane Novelties of All Heretics (Os Justi Theological Classics) Sixty Years After: Catholic Writers Assess the Legacy of Vatican II Bound by Truth: Authority, Obedience, Tradition, and the Common Good Ultramontanism and Tradition: The Role of Papal Authority in the Catholic Faith (Os Justi Studies in Catholic Tradition) Studies in the Spirituality of Jesuits Mysterious ‘Hero' Dog Leads Police Straight to Missing 3-year-old Officer Says in Body Cam Video Daily Readings - First Sunday of Lent iCatholic Mobile The Station of the Cross Merchandise - Use Coupon Code 14STATIONS for 10% off | Catholic to the Max Read Fr. McTeigue's Written Works! "Let's Take A Closer Look" with Fr. Robert McTeigue, S.J. | Full Series Playlist Listen to Fr. McTeigue's Preaching! | Herald of the Gospel Sermons Podcast on Spotify Visit Fr. McTeigue's Website | Herald of the Gospel Questions? Comments? Feedback? Ask Father!

Millionaire University
SEO Myths Busted: What AI Hasn't Killed Yet | Steven Schneider (MU Classic)

Millionaire University

Play Episode Listen Later Feb 20, 2026 44:24


#786 Is SEO dead — or just evolving? In this myth-busting episode hosted by Kirsten Tyrrel, we sit down with Steven Schneider, co-founder of TrioSEO and long-time SEO strategist, to get the truth about what still works in today's AI-driven world. Steven shares his journey from building and flipping Amazon affiliate sites in college to scaling a seven-figure B2B SEO agency — all powered by organic traffic. You'll learn why SEO isn't going away anytime soon, how AI is reshaping search behavior, and what it takes to get your business ranked in Google and ChatGPT today. From building niche content and smart backlink strategies to guest podcasting and digital calculators, Steven breaks down exactly how to future-proof your visibility online without sounding like a robot or getting buried in jargon. If you've been overwhelmed by SEO — or thought it was over — this episode will help you see it in a whole new way! (Original Air Date - 6/23/25) What we discuss with Steven: + SEO isn't dead — just evolving + College days flipping Amazon niche sites + Built 40 sites, hit seven-figure revenue + Co-founded TrioSEO B2B agency + How to rank in Google and ChatGPT + Clarity > jargon for webpage copy + Backlinks via guest podcasting + Content depth: calculators, case studies + Start bottom-of-funnel, niche hard Thank you, Steven! Check out TrioSEO at ⁠TrioSEO.com⁠. Follow Steven on ⁠LinkedIn⁠. Watch the ⁠⁠⁠video podcast⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crosstalk America from VCY America
News Roundup and Comment

Crosstalk America from VCY America

Play Episode Listen Later Feb 20, 2026 53:28


Dalton filled in for Jim Schneider and here's a sample of important news stories that were presented: --In a 6-3 decision, the Supreme Court has ruled that President Trump exceeded his powers with his expanded use of tariffs. President Trump says that he will use alternatives to replace those that the court, he believes, incorrectly rejected. --President Trump went to Truth Social to honor civil rights leader Jesse Jackson who passed away this past Tuesday. --Forlesia Cook, a Washington, D.C. grandmother who lost her grandson to gun violence, stood strong for President Trump at a Black History Month event at the White House. --White House Press Secretary Karoline Leavitt answered a reporter who sought examples that President Trump has been falsely accused of being a racist. --Democratic congressional leaders sent Republicans and the White House a counter offer on immigration enforcement provisions that they want in exchange for their votes to fund the Department of Homeland Security. --In a major development that could reshape the future of federal election law in the U.S., Senator Susan Collins of Maine has officially announced her support for the Save America Act. --Over one million Iranians rallied across Europe, North America and Australia last weekend in response to a call by exiled Prince Pahlavi, while nighttime chants echoed from rooftops and apartment blocks inside Iran in a coordinated show of solidarity. --Iran's Ayatollah Khamenei alleges that his military has weapons capable of sending a U.S. aircraft carrier to the bottom of the sea and that they will use them if President Trump orders new strikes against Iran's illegal nuclear weapons program.

Regular Joes Podcast
609: Galileo Restoration with Adam Schneider

Regular Joes Podcast

Play Episode Listen Later Feb 20, 2026 72:11


This week Brian Mix joins Barry, Dave, and Tod to formally announce the Kickstarter effort to provide a home for the Shuttlecraft Galileo at the Official Star Trek Set Tour in Ticonderoga, New York. The Galileo has endured a long, and often perilous, journey in the decades since The Original Series ended its three year run. There is no one better equipped to tell that story than Adam Schneider, who purchased the largest surviving original Star Trek series prop in 2012 and painstakingly restored it to its former glory. Adam's personal fleet of Star Trek production models includes some of the most iconic starships from the series … oh, and he has the Genesis Device. It's an interview Trek fans won't want to miss. Thanks for watching, and listening! Links: Fanboy Collectibles - https://www.fanboycollectibles.com From Dave's Workshop - https://www.fromdavesworkshop.com Reach Out: e-mail: podcast@regularjoes.com Voice Message: 413-475-1650 Text Message: 413-422-0004 Leave us a review on iTunes or Spotify

Capital, la Bolsa y la Vida
Consultorio de bolsa con Alberto Iturralde

Capital, la Bolsa y la Vida

Play Episode Listen Later Feb 20, 2026 25:41


El responsable de Operativa Dax analiza el Ibex 35 además de los títulos de Sacyr, Schneider, Airbus, Aena

OverDrive
Schneider on the Blue Jays' roster, managing high expectations and the team in the spotlight

OverDrive

Play Episode Listen Later Feb 19, 2026 15:15


Toronto Blue Jays Manager John Schneider joined OverDrive to discuss the outlook for the Blue Jays' season, looking forward from the World Series' defeat, the additions and subtractions, managing the high expectations of the team, the pitching roles, Dylan Cease, Kazuma Okamoto in the spotlight, gearing up for the season and more.

Freightvine
Erin Van Zeeland | Coming Full Circle with Freight Tech in the TL Industry

Freightvine

Play Episode Listen Later Feb 19, 2026 46:07


In this episode, Erin Van Zeeland discusses the massive technological transformation of the logistics industry in general, and Schneider specifically. Here are Three Key Takeaways 1.AI and Digital Transformation: The company has transitioned from manual processes to using specialized "logistics bots" that interpret customer intent and automate maintenance requests. This technology allows for human-free transactions in routine operations, increasing speed and allowing the team to focus on high-value, complex problem-solving. 2. Strategic Network Engineering: Known as the "secret sauce," Schneider layers dedicated accounts with one-way networks. By matching complementary regional shippers, they maximize driver productivity and asset utilization. This engineering reduces empty miles and creates a more efficient, stable logistics environment. 3. Sustainability and Market Outlook: Schneider reached a milestone of 10 million zero-emission miles in 2025. They also view intermodal transport as a vital green solution. Van Zeeland anticipates a gradual market tightening driven by supply-side regulations and low margins rather than a sudden demand surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSFI 88.5 FM Catholic Radio
Sharathon - Day 2 - 1st Hour - Dr. Dan Schneider, PhD

WSFI 88.5 FM Catholic Radio

Play Episode Listen Later Feb 18, 2026 56:25


Join us for this next hour of the Sharathon, here at WSFI 88.5 FM and WSFV 88.7 FM Catholic Radio! The Sharathon is a series of live shows, featuring guests from the local community, and is an opportunity for listeners to donate to WSFI Catholic Radio for much-needed infrastructure and technological improvements. Dr. Dan Schneider, PhD, is an Adjunct Professor of Theology at the Franciscan University of Steubenville. He joined us on our Sharathon to discuss his book, Sins of the Father: A Catholic and Biblical Approach to Generational Curses.* WSFI Volunteer Bonnie Quirke joined the conversation and explained the needs of WSFI Catholic Radio. To make a tax-deductible donation to WSFI Catholic Radio, please call us at 224-206-8455, donate safely online at wsficatholicradio.org/support-wsfi/donate/, or mail your offering to: P.O. Box 885 Libertyville, IL 60048 *To purchase Dr. Schneider's book, visit: www.amazon.com/s?k=dr+dan+schneider+books&adgrpid=1344705129338253&hvadid=84044334846311&hvbmt=bb&hvdev=c&hvlocphy=103346&hvnetw=o&hvqmt=b&hvtargid=kwd-84045128064157%3Aloc-190&hydadcr=10022_13485482&mcid=6cf3e472f6e0367ea8b1f88af62bbab5&msclkid=0fc17a4c337a173198ca13d9dbf50286&tag=mh0b-20&ref=pd_sl_5roo2x440f_b *To check out his other books, visit: tanbooks.com/authors/dan-schneider-phd

Deep Space Love
39. ‘Beam Me Up, Sulu' - a Star Trek Love Letter w/Timour Gregory & Sasha Schneider

Deep Space Love

Play Episode Listen Later Feb 17, 2026 55:16


Married Trekkie couple, Joe & Nicole, are joined another Trekkie couple, Timour Gregory & Sasha Schneider, directors of the documentary Beam Me Up, Sulu. We discuss the creation and themes of the film, which centers around a 1985 fan film created by Stan Woo and starring George Takei.You can purchase and stream the film now on Amazon Prime, Apple and Fandango.Be sure to check out Timour's productuion company, Highway Child and follow the film on Instagram and Facebook.***Special shout out to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Combs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for the music featured and remixed throughout this episode.Be sure to subscribe to this podcast and follow us over on ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ and ⁠⁠⁠⁠Bluesky ⁠⁠⁠⁠.

Plus
Názory a argumenty: Matěj Schneider: Na Epsteina zapomeňte, kupujte akcie

Plus

Play Episode Listen Later Feb 16, 2026 3:28


Kdo by to byl dnes řekl, že Donald Trump a jeho spolupracovníci byli podruhé zvoleni mimo jiné kvůli slibům, že rozkryjí kauzu zločinů a smrti sexuálního predátora a finančníka Jeffreyho Epsteina. Teď se totiž chovají zcela opačně.

Crosstalk America from VCY America
The Swastika & Cross

Crosstalk America from VCY America

Play Episode Listen Later Feb 14, 2026 7:15


The tour revealed enduring lessons: the church's imperfection, the power of economics and law, the danger of ideology, and above all, the necessity of personal repentance and transformation through Christ.

Discovering The Jewish Jesus Audio Podcast
Rabbi Schneider's Radical Testimony: Meeting Jesus, the Jewish Messiah

Discovering The Jewish Jesus Audio Podcast

Play Episode Listen Later Feb 13, 2026 24:18


In this special episode, Rabbi Schneider shares the true story of his supernatural encounter with Jesus and the dramatic journey that followed. Facing rejection, hardship, and opposition, he discovered real hope, purpose, and transformation through a living relationship with God. **** BECOME A MONTHLY PARTNER - https://djj.show/YTAPartner   **** DONATE - https://djj.show/YTADonate 

Crosstalk America from VCY America

In Potsdam, Pastor Lutzer reflects on the 1945 conference where world leaders reshaped Europe, reminding us that leadership decisions carry lasting consequences—affecting millions for good or for evil.

Crosstalk America from VCY America
News Roundup and Comment

Crosstalk America from VCY America

Play Episode Listen Later Feb 13, 2026 53:28


The Crosstalk news desk had much to offer this week, taking listeners across the nation and around the world as Jim reported on these and other stories: --Israeli Prime Minister Benjamin Netanyahu and President Trump met Wednesday evening at the White House. Instead of a post meeting press conference, President Trump posted on social media his hopes that a deal can still be consummated with Iran. --Some residents of Tehran chanted slogans on Tuesday against the Islamic republic and its supreme leader on the eve of the most significant annual commemoration of the 1979 Islamic revolution. --The Pentagon is sending the aircraft carrier Gerald R. Ford from the Caribbean to the Middle East. --Italy and Poland are among the latest European allies to snub President Trump's newly formed "Board of Peace," joining a list of growing nations refusing or hesitating to participate. --The Trump administration smuggled roughly 6,000 Starlink satellite internet terminals into Iran after the regime's crackdown on protests last month as reported by the Wall Street Journal on Thursday. --Palestinian Authority President Mahmoud Abbas has received a 70 page draft, "Interim Constitution" aimed at laying the legal groundwork for a future Palestinian state. --U.S. military forces have completed their mission in Syria to transfer Islamic state detainees to Iraq according to U.S. Central Command. --Venezuela has sent its first crude oil shipment in years to Israel. --As of this past Monday, Cuba's government says international airlines cannot refuel on the island nation.

Le 13/14
Laura Presgurvic raconte "La Lettre de Rosalie" de Romy Schneider

Le 13/14

Play Episode Listen Later Feb 13, 2026 5:26


durée : 00:05:26 - C'est une chanson - par : Frédéric Pommier - La comédienne et metteuse en scène Laura Presgurvic s'apprête à monter une nouvelle version du spectacle musical "Roméo et Juliette", l'année prochaine au Palais des Congrès de Paris. Elle se livre sur son rapport à ce titre extrait du film "César et Rosalie" de Claude Sautet. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Brock and Salk
Hour 4-Schneider's parade speech was enlightening, and NBC Sports repand NBC Sports reporter Kaylee Hartung

Brock and Salk

Play Episode Listen Later Feb 12, 2026 43:22


We react to some of what we heard from the Seahawks parade yesterday, including John Schneider explaining how personal losses may have brought the team evn closer together. Then, NBC Sports reporter Kaylee Hartung discusses her time at the Super Bowl covering the Seahawks and the quick turn around to head to Milan to cover the Olympics.

Crosstalk America from VCY America
Tide Turns Against LGBTQ+ Movement

Crosstalk America from VCY America

Play Episode Listen Later Feb 12, 2026 53:28


Peter LaBarbera is founder and president of Center for Morality Americans for Truth. He's a former reporter for the Washington Times, LifeSiteNews.com, WND.com and a former contributing editor for Human Events. It was during the Biden administration that we saw severe pressure placed upon businesses, schools, local governments, the entertainment industry, sports and others to advance the LGBTQ+ agenda. Some of this has to do with the efforts of an activist organization known as the Human Rights Campaign (HRC). This program is highlighted by an audio clip from Tyler O'Neil, the senior editor at the Daily Signal. While he correctly notes that most people who identify as transgender don't pose a threat, he asks what drives the hatred of those who do? He believes the rhetoric of the Human Rights Campaign (HRC) is at least partly to blame. He noted how the HRC suggests that data on transgender deaths reveals a higher homicide rate than the general population. Tyler uses the HRC's own statistics to prove conclusively that their assertion is false. As this program moves along, you'll hear Peter comment on various news stories such as: The tragic mass shooting in Canada by a person who identified as transgender. What exactly is the HRC and how does their Corporate Equality Index work? The canceling of the 35th annual "Gay Days" in Orlando. Is this a one year pause or a permanent move? A Wyoming library was sued by a library director who was fired for refusing to follow a new book collection policy regarding sexually offensive books. The insurance company decided to pay out rather than fight it.

Crosstalk America from VCY America

At Berlin University, Pastor Lutzer reflects on Karl Marx's enduring influence, contrasts it with Christ's truth, and introduces his book The Eclipse of God on philosophy's impact and living amid God's eclipse.

Crosstalk America from VCY America
Stauffenberg Statue

Crosstalk America from VCY America

Play Episode Listen Later Feb 12, 2026 5:14


Pastor Lutzer in Berlin honors Stauffenberg and Bonhoeffer, highlighting faith-driven courage, resistance to evil, and sacrifice for justice, showing that true faith sometimes demands moral action over personal safety.

Crosstalk America from VCY America
German Resistance Memorial Plaque

Crosstalk America from VCY America

Play Episode Listen Later Feb 12, 2026 1:30


On July 20, 1944, Stauffenberg and others risked everything to oppose Hitler, sacrificing their lives for justice and moral principle, reminding us that some values surpass life itself.

Crosstalk America from VCY America
Berlin Book Burning

Crosstalk America from VCY America

Play Episode Listen Later Feb 12, 2026 4:57


Pastor Lutzer reflects in Berlin's book-burning square, warning how censorship and misuse of freedom can destroy liberty. From Nazi Germany to today, he urges Christians to learn from history and guard freedom wisely.

Mad Radio
Seahawks Parade Was Wild - Would Caserio Make a Joke like Schneider did?

Mad Radio

Play Episode Listen Later Feb 12, 2026 7:44


Seth and Sean react to some of the clips making the rounds from the Seahawks' championship parade. Do we think Nick Caserio would make a joke like Seahawks GM John Schneider did.

Positive Talk Radio
1,382 | Rachel Kerr Schneider Reveals the Power Within Every Woman

Positive Talk Radio

Play Episode Listen Later Feb 12, 2026 68:59


Chuck and Buck
Chuck & Buck 2-12 Hour 4: Extra Roundtable! Mike Sando and one last thing!

Chuck and Buck

Play Episode Listen Later Feb 12, 2026 42:20


We decided an extra segment of the 12th man roundtable was necessary; there's just too much to talk about! We start with a discussion about JSN and the season he had. What's the top offseason priority for Schneider? Is it imperative to get Ken Walker back? How worried should we be about losing Kubiak? :30- It's time for one final conversation with MIKE SANDO (The Athletic) as we wrap up the 2025 Seahawks season. What did Mike think of the game and the Seahawks dominance over the Paatriots? What moves does he anticipate this offseason? Does he think they Hawks can do it again next year? Where will Sam Darnold start 2026 as far as QB tiers? :45- We close out the Thursday show with one last thing!

Chuck and Buck
Chuck & Buck 2-12 Hour 1: The Parade was a success! What's going on? and a quick check in with Schneider.

Chuck and Buck

Play Episode Listen Later Feb 12, 2026 35:06


The Seahawks Super Bowl Championship parade was a success. Estimates say 1 million people attended and there were no issues along the 2 mile parade route. What a celebration it was for the fans and the players, a lot of whom couldn't stay on the buses and had to get out to mingle with fans along the route. :30- What's Going On In Other Sports: Part Deux. - What's going on with so many hamate bone injuries? - What's going on with tanking in the NBA? - What's going on with Jake and Jutta? :45- Jessamyn caught up with all the key players immediately after the Seahawks Super Bowl win and today we hear from the GM, John Schneider.

Chuck and Buck
Chuck & Buck 2-12 Hour 4: Extra Roundtable! Mike Sando and one last thing!

Chuck and Buck

Play Episode Listen Later Feb 12, 2026 41:31 Transcription Available


We decided an extra segment of the 12th man roundtable was necessary; there's just too much to talk about! We start with a discussion about JSN and the season he had. What's the top offseason priority for Schneider? Is it imperative to get Ken Walker back? How worried should we be about losing Kubiak? :30- It's time for one final conversation with MIKE SANDO (The Athletic) as we wrap up the 2025 Seahawks season. What did Mike think of the game and the Seahawks dominance over the Paatriots? What moves does he anticipate this offseason? Does he think they Hawks can do it again next year? Where will Sam Darnold start 2026 as far as QB tiers? :45- We close out the Thursday show with one last thing! See omnystudio.com/listener for privacy information.

The CyberWire
When Windows breaks and chips crack.

The CyberWire

Play Episode Listen Later Feb 11, 2026 32:40


Patch Tuesday. Preliminary findings from the European Commission come down on TikTok. Switzerland's military cancels its contract with Palantir. Social engineering leads to payroll fraud. Google hands over extensive personal data on a British student activist. Researchers unearth a global espionage operation called “The Shadow Campaigns.” Notepad's newest features could lead to remote code execution. Our guest is Hazel Cerra, Resident Agent in Charge of the Atlantic City Office for the United States Secret Service. Ring says it's all about dogs, but critics hear the whistle. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today, we're joined by Hazel Cerra, Resident Agent in Charge of the Atlantic City Office for the United States Secret Service, as she discusses the evolution of the Secret Service's investigative mission—from its early focus on financial crimes such as counterfeit currency and credit card fraud to the growing challenges posed by cryptocurrency-related crime. Selected Reading Microsoft February 2026 Patch Tuesday Fixes 58 Vulnerabilities, Six actively Exploited Flaws (Beyond Machines) Adobe Releases February 2026 Patches for Multiple Products (Beyond Machines) ICS Patch Tuesday: Vulnerabilities Addressed by Siemens, Schneider, Aveva, Phoenix Contact (SecurityWeek) Chipmaker Patch Tuesday: Over 80 Vulnerabilities Addressed by Intel and AMD (SecurityWeek) Commission preliminarily finds TikTok's addictive design in breach of the Digital Services Act (European Commission) Palantir's Swiss Exit Highlights Global Data Sovereignty Challenge (NewsCase) Payroll pirates conned the help desk, stole employee's pay (The Register) Google Fulfilled ICE Subpoena Demanding Student Journalist's Bank and Credit Card Numbers (The Intercept) The Shadow Campaigns: Uncovering Global Espionage (Palo Alto Networks Unit 42) Notepad's new Markdown powers served with a side of RCE (The Register) With Ring, American Consumers Built a Surveillance Dragnet (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

ABA Inside Track
Book Club 22 - (UNLOCKED) The Science of Consequences Book Club

ABA Inside Track

Play Episode Listen Later Feb 11, 2026 155:22


UNLOCKED from our Patreon page, it's the "The Science of Consequences" Book Club! Interested in more Book Clubs? Want to vote on what we read next? Feeling FOMO at getting this a full year late? Wish your 2.5 CEs for listening to the episode were FREE??? Join us on Patreon to get all of our episodes a week early, access to these bonus episodes, plus other goodies. As a follow-up from our episode on storytelling, we our Winter 2024 Book Club explored Dr. Susan Schneider's 2012 opus, The Science of Consequences, as an example of taking the hugely important concept of learning through consequences and making it understandable to the wider public. But hey, while she was at it, why not explain how consequences impact evolution, or gene expression, or social improvement strategies. And add multiple examples of how consequences work in labs and the natural environment across a wide range of human and non-human species. And make it fun to read! But before our crack Book Club squad dives into the nitty gritty of the content, we had the opportunity to sit down with Dr. Schneider herself to ask how she managed to take millions of years of the effects of consequences and pack it into a 300+ page book as well as how her study of consequences informs her current work as a climate change policy advocate. This episode is available for 2.5 LEARNING CEUs. Content discussed in this episode: Schneider, S.M. (2012). The science of consequences: How they affect genes, change the brain, and impact our world. Prometheus Books. If you're interested in ordering CEs for listening to this episode, click here to go to the store page. You'll need to enter your name, BCBA #, and the two episode secret code words to complete the purchase. Email us at abainsidetrack@gmail.com for further assistance. Want these CEs for FREE? Just subscribe to our Patreon at the $10+ levels and go to the original post for a discount code.

Crosstalk America from VCY America
Islam Impacting the U.S.

Crosstalk America from VCY America

Play Episode Listen Later Feb 11, 2026 53:28


Shahram Hadian is the founder of Truth in Love Ministry. He is a Christian pastor and a former Muslim. Shahram was born in Iran and came to America in 1978 to escape an oppressive Islamic regime and committed his life to Jesus Christ in 1999. He has an extensive background not only as a pastor, but also as a former police officer, teacher, coach and servant leader in his community. Did you know that New York City has had a shocking rise in antisemitic hate crimes since Muslim Mayor Zohran Mamdani took office? Did you know reports are coming out of Texas of a small-town takeover by Islamic immigrants? Speaking of Texas, did you know it's reported that a Muslim outreach group with ties to anti-Christian ideology distributed Qurans and hijabs on campus? Did you know the Attorney General of Texas recently filed a lawsuit against the Muslim Brotherhood and the Council on American-Islamic Relations from operating in Texas? Did you know a Senate panel in Arizona has voted to ban the use of Sharia in Arizona? And did you know that a Muslim state senator in Virginia has introduced legislation defining and criminalizing Islamophobia? This and more is discussed on today's program.

Dave 'Softy' Mahler and Dick Fain
Softy & Dick 2-10 Hour 2: Walter Jones on Seahawks, Schneider Clip

Dave 'Softy' Mahler and Dick Fain

Play Episode Listen Later Feb 11, 2026 30:08 Transcription Available


In the second hour, Dave Softy Mahler and Dick Fain chat with Walter Jones about the Seahawks Super Bowl Championship and various offensive player performances, then listen to Hawks General Manager John Schneider with Jessamyn McIntyre after the win.See omnystudio.com/listener for privacy information.

seahawks schneider walter jones softy dave softy mahler dick fain
Tech Deciphered
73 – Infrastructure… The Rebirth

Tech Deciphered

Play Episode Listen Later Feb 11, 2026 46:27


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.

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Vinohradská 12: Kauza Epstein: Lord, magnát i česká stopa

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Play Episode Listen Later Feb 11, 2026 22:54


Miliony dokumentů a v nich známá jména z celého světa. Prezidenti, premiéři, princezny, modelky, ministři, lordi, magnáti, mocní. Kdo všechno si psal se sexuálním predátorem Jeffreym Epsteinem? Pátral Matěj Schneider ze serveru Voxpot a autor podcastu Redneck o Spojených státech. Ptá se Matěj Skalický.

Podcast Vinohradská 12
Kauza Epstein: Lord, magnát i česká stopa

Podcast Vinohradská 12

Play Episode Listen Later Feb 11, 2026 22:54


Miliony dokumentů a v nich známá jména z celého světa. Prezidenti, premiéři, princezny, modelky, ministři, lordi, magnáti, mocní. Kdo všechno si psal se sexuálním predátorem Jeffreym Epsteinem? Pátral Matěj Schneider ze serveru Voxpot a autor podcastu Redneck o Spojených státech. Ptá se Matěj Skalický. Všechny díly podcastu Vinohradská 12 můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Crosstalk America from VCY America
Securing Our Nation

Crosstalk America from VCY America

Play Episode Listen Later Feb 10, 2026 53:28


Mark Krikorian is a nationally recognized expert on immigration issues serving as the Executive Director of Center for Immigration Studies. When it comes to our nation's borders, the last 12 months have been quite remarkable. The last administration repeatedly told us that Congress would have to act to reform our immigration policies and laws before the borders could be secured. That turned out to be a falsehood because under Trump 2.0, the U.S. borders are more secure than ever, and with that aspect of immigration taken care of, his administration has moved on to purge what they term, "The worst of the worst." In the meantime, as we've seen in Minnesota, there are those who don't like what's taking place. They're responding by causing extreme chaos, disruption, violence, vandalism, as well as assaults. So don't miss this program as Jim interviewed Mark to have him comment on the following points related to our nation's immigration and border security: In a major legal win, the Fifth Circuit Court of Appeals ruled that the Trump administration does, in fact, have the authority and requirement to detain all illegal entrants to the U.S., even if they're caught inside the country. Yesterday, the Ninth Circuit Court gave a win to the Trump administration regarding temporary protected status to nations like Nepal, Honduras and Nicaragua. According to the Department of Homeland Security, January numbers (of border encounters) ranked 93% below the historic average, the lowest number of encounters ever for the month of January. 9 straight months of zero releases. Record drug seizures.

Crosstalk America from VCY America
Archaeology and the People of the Bible

Crosstalk America from VCY America

Play Episode Listen Later Feb 9, 2026 53:28


Dr. Titus Kennedy is a professional archaeologist and a research fellow at Discovery Institute. He is a consultant, writer and guide for history and archaeology documentaries and curricula and has directed archaeological projects in Bible lands. He's researched and photographed archaeological sites and artifacts around the world with involvement in projects at 18 sites spanning 6 countries and has conducted artifact research at museums and collections around the world. He is the author of several books including: Unearthing the Bible: 101 Archaeological Discoveries that Bring the Bible to Life, Excavating the Evidence for Jesus, The Essential Archaeological Guide to Bible Lands: Uncovering Biblical Sites of the Ancient Near East and Mediterranean World and the newly released, Archaeology and the People of the Bible: Exploring the Evidence for the Historical Existence of Bible Characters. People are sometimes skeptical about the Bible's historical accuracy. While they may begrudgingly admit that the Bible is correct about certain cities or other locations, they have a harder time believing that the characters were real. So are the examples that Dr. Kennedy points to firm, probable, tentative or speculative? Also, how does he know that his discoveries are related to that exact name in the Bible? These questions are answered showing the historic and scientific honesty that Dr. Kennedy brings to his research and that's therefore displayed in his book. So join Jim and Dr. Kennedy on this audio journey as they discuss the archaeological evidence for various Bible characters such as Danel from Ezekiel, King David, King Ahab, Jezebel, Sanballat and Herod the 1st.

Men Talking Mindfulness
Curiosity is Key to Breaking Men Free from Judgment and Rumination with Will Schneider

Men Talking Mindfulness

Play Episode Listen Later Feb 9, 2026 37:18


Curiosity in mindfulness is one of the most effective tools men have for breaking free from rumination—the endless replaying of conversations, mistakes, and imagined outcomes that keeps the nervous system stuck in stress.In this solo episode of Men Talking Mindfulness, Will Schneider explores how curiosity in mindfulness helps men notice rumination without feeding it. Instead of trying to stop thoughts or force calm, curiosity creates space to observe mental loops with awareness, allowing the nervous system to settle naturally.Will breaks down why rumination isn't a thinking problem—it's a regulation issue. When men feel under pressure, overwhelmed, or emotionally charged, the mind searches for certainty by looping. Curiosity interrupts this pattern by shifting attention from judgment to observation.Throughout the episode, Will explains how curiosity in mindfulness helps men step out of overthinking, reconnect with the body, and return to presence without shutting down. You'll hear how curiosity softens self-judgment, why trying to “let go” often backfires, and how staying curious builds emotional regulation and self-trust.This episode is for men who feel stuck in their heads, replay conversations, or struggle to stop thinking—even when they want peace. Curiosity in mindfulness offers a grounded, practical way to relate differently to thoughts, stress, and inner pressure without forcing change.Sponsor:Peptides for Health by Mark L. Gordon, M.D. is a two-volume series exploring the science and clinical application of therapeutic peptides.Medical Edition Vol. 1 Release: December 22, 2025Consumer Edition Vol. 1 Release: January 20, 2026Discount Code: PFH25Medical Edition Offer Window: Dec 20, 2025 – Jan 31, 2026Consumer Edition Offer Window: Jan 20 – Feb 20, 2026Proceeds support the Children of Veterans Program.Preview both editions: https://tbihelpnow.org/biohack-yourselfLinks & ResourcesJoin the Men Talking Mindfulness team at the 2026 Spartan Race and take mindfulness into real-world challenge. This is about grit, presence, and brotherhood under pressure. Learn more and join the team here: https://mentalkingmindfulness.com/spartan-race-2026More episodes & resources: https://mentalkingmindfulness.comMental fitness & coaching with Will: https://willnotfear.comBook Jon to speak with your team: https://jonmacaskill.comIf this episode resonates, follow the show, leave a rating and review, and share it with one man who's trying to hold it all together.This episode was co-produced by Robert Lopez of www.cratesaudio.comHosted on Ausha. See ausha.co/privacy-policy for more information.