Podcasts about Schneider

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.

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. Všechny díly podcastu Názory a argumenty můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Ein Gespräch mit dem Sammler Rainer Siebert über die Geschichte der Alphatronic-PCs und den Niedergang von TA.

Sascha kommt aus der Win Challenge aber mit Loses, blockierte im Anschluss die Tankstelle aber hat dafür endlich wieder ein BETR Burger Schild. Flo ist nun alt genug, um zum Schneider zu gehen und leidet beim Tattoos Weglasern lassen immer mehr, während Max Sex-Szenen Skript und im Anschluss nach der Lieblings-Autobahn fragt. Diese Folge ist random! In der Kategorie "Bin ich das Arschloch?", wird sich aber wieder geerdet: Sind Blumen von der Tanke unromantisch, darf man jemanden Daten, der aus dem Freundeskreis schon gedated wurde oder ein Nachbar ist und sollte man seine Meinung zum Namen der Kinder von Freunden sagen? Alles Infos rund um den Podcast gibt es hier: https://linktr.ee/offlineundehrlich Fragen für "Bin ich das Arschloch?" und "Mache nur ich das?": fragen@offlineundehrlich.de Learn more about your ad choices. Visit podcastchoices.com/adchoices

But we are bound to give thanks to God always for you, brethren beloved by the Lord, because God from the beginning chose you for salvation through sanctification by the Spirit and belief in the truth, to which He called you by our gospel, for the obtaining of the glory of our Lord Jesus Christ. Therefore, brethren, stand fast and hold the traditions which you were taught, whether by word or our epistle. 2Thessa;onians 2:13-15 Preceding message: Stand Fast | https://youtu.be/i-HQV0vmJNg DominionSonship.com

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.

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 

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.

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.

Visionary composer/bandleader Maria Schneider knows firsthand that deep listening is the key to understanding. “Every time I hear my band play, I witness the magic of listening,” she explains. “A true jazz improvisor thrives on listening.... Jazz shines a light on what we are allowing to slip away in our brittle and fractured world, making our art form more relevant today than ever before.”Schneider's new EP American Crow is out February 3, 2026, via ArtistShare®, along with a visual narrative exploring listening, connection and courage in a divisive age. Support the show

Umweltminister Schneider (SPD) kritisiert den Rückbau von Klimaschutzmaßnahmen in den USA. Washington gehe es vor allem darum, Öl- und Gas-Geschäfte zu machen. Deutschland stehe zum Klimaschutz und setze auf Technologien und Innovation. Müller, Dirk www.deutschlandfunk.de, Interviews

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.

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.

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.

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.

Headlines and the lovefest on Parade Day. The relationship between Seattle fans and their teams these days is something pretty special. :30- What's next for Ken Walker? Will he be able to work out a deal with the Seahawks this offseason or be wearing a different uniform next season? How is the relationship between Walker and Schneider? :45- The criticism of Sam Darnold has changed. Now people can accept he won a Super Bowl, but are already questioning if he can do it again.

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!

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. See omnystudio.com/listener for privacy information.

Headlines and the lovefest on Parade Day. The relationship between Seattle fans and their teams these days is something pretty special. :30- What's next for Ken Walker? Will he be able to work out a deal with the Seahawks this offseason or be wearing a different uniform next season? How is the relationship between Walker and Schneider? :45- The criticism of Sam Darnold has changed. Now people can accept he won a Super Bowl, but are already questioning if he can do it again. See omnystudio.com/listener for privacy information.

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 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.

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

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.

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.

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.

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.

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.

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.

- It's Parade Day! The Seahawks Super Bowl rally and parade are taking place this morning and people are already starting to arrive downtown to get ready for the celebration. Let the conversations about the Seahawks future begin as the questions about contracts will get underway soon as will the conversations about how hard it is to get back to the Super Bowl. Is this team better prepared than most to do just that? :30- Sam Darnold got the job done. No turnovers in the playoffs and no, he didn't put up spectacular numbers, but he did his part and what was asked of him. Darnold is only 28 and proof that age and team really are factors in a struggle early on in a career. :45- Schneider's moves over these last few years have been spot on. See omnystudio.com/listener for privacy information.

- It's Parade Day! The Seahawks Super Bowl rally and parade are taking place this morning and people are already starting to arrive downtown to get ready for the celebration. Let the conversations about the Seahawks future begin as the questions about contracts will get underway soon as will the conversations about how hard it is to get back to the Super Bowl. Is this team better prepared than most to do just that? :30- Sam Darnold got the job done. No turnovers in the playoffs and no, he didn't put up spectacular numbers, but he did his part and what was asked of him. Darnold is only 28 and proof that age and team really are factors in a struggle early on in a career. :45- Schneider's moves over these last few years have been spot on.

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.

Entre tantas decisões que atravessam a parentalidade, uma pergunta aparece com frequência nas famílias judias: como garantir que as crianças tenham contato com os valores judaicos e, ao mesmo tempo, com a diversidade? Uma escola judaica é a solução? Há outros espaços, além das instituições formais de ensino, que promovam a educação judaica? A decisão não se trata apenas de escolher uma instituição de ensino, mas de refletir sobre pertencimento, identidade, memória e futuro, ao mesmo tempo em que se busca garantir que seus filhos e filhas cresçam em diálogo com a diversidade. Para essa conversa, convidamos a Dália Schneider, formada em Direito pela PUC SP e pós graduada em Pedagogia Waldorf, pela Faculdade Rudolf Steiner. Trabalha com educação judaica há quase 2 décadas e atualmente é uma das Coordenadoras do departamento de Ensino da Comunidade Shalom - Sinagoga Masorti de São Paulo. Também é consultora do Museu Judaico de São Paulo, onde contribui para a promoção e preservação da identidade judaica por meio da formação de educadores, desenvolvimento de atividades e produção de conteúdo.

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.

Mish Schneider encourages profit taking and looking outside of the main market narratives. “This is a world you can't really predict,” she says, discussing various visions of the AI future. She's avoiding the “small and mid cap earnings model” for now, aiming at commodities instead. Mish thinks it's important to watch gold and consumer health and likes the “vanity trade.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

GENE STERATORE (CBS Rules Analyst) makes his final visit of the 2025 football season. - The first flag wasn't thrown until the clock was under 4 in the 1st quarter, were the refs just letting them play or was it that clean of a game? - In the 1st drive of the game, Kupp caught a ball that he bobbled heading out of bounds, if the Pats had challenged would it have been overturned? - Did Gene think that Cooper Kupp play was a catch or did the refs get it right? - How were no flags thrown during that sideline scuffle between Diggs and Jobe? - Uchenna got credit for a pick 6, but was it an interception or a fumble? :30- A look at the relationship between John Schneider and Mike MacDonald and how it may differ from Pete and John. :45- We haven't gotten to talk much about the Super Bowl ads because it turns out there's a lot to talk about from the actual game when your team is in it!

GENE STERATORE (CBS Rules Analyst) makes his final visit of the 2025 football season. - The first flag wasn't thrown until the clock was under 4 in the 1st quarter, were the refs just letting them play or was it that clean of a game? - In the 1st drive of the game, Kupp caught a ball that he bobbled heading out of bounds, if the Pats had challenged would it have been overturned? - Did Gene think that Cooper Kupp play was a catch or did the refs get it right? - How were no flags thrown during that sideline scuffle between Diggs and Jobe? - Uchenna got credit for a pick 6, but was it an interception or a fumble? :30- A look at the relationship between John Schneider and Mike MacDonald and how it may differ from Pete and John. :45- We haven't gotten to talk much about the Super Bowl ads because it turns out there's a lot to talk about from the actual game when your team is in it! See omnystudio.com/listener for privacy information.

The Shmuze - Rabbi Schneider - Teamwork Makes the Dream Work by Shapell's Rabbeim

Schneider, Anne www.deutschlandfunk.de, Tag für Tag

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.

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.

(0:00) Intro(2:04) About the podcast sponsor: The American College of Governance Counsel(2:50) Start of interview(3:51) Betsy's origin story(9:14) The HealthSouth Board Scandal(16:35) Her preference when picking what boards to serve on(17:30) Insights VC-backed Boards and role and profile of the independent director in this context(21:20) Insights on PE-backed Boards and role and profile of the independent director in this context(25:35) Navigating International Board Dynamics. Her experience on boards of Volvo and Schneider Electric.(30:57) The Rise of Private Markets. Example of Atlas Air (Apollo backed). IPOs in 2026.(35:07) AI's Impact on the Market and other macro trends(38:10) Founder-Led Companies and Governance (including dual-class share structures).(42:25) The Impact of Geopolitics on Governance(45:11) The Impact of Politicization on Governance. Examples of Budweiser, Google, Netflix, and the mission-driven approach by Coinbase.(50:09)  Adapting to Accelerating Change as Directors. The problem with incrementalist "custodian" directors in times of disruption. "It's really about being change-adaptive and comfortable making decisions with incomplete information. You look at someone like Musk, he's making decisions when he has 60% of the information. Most boards want 95% before they'll move. That's the fundamental challenge."(55:58) Books that have greatly influenced her life ("the best business book"):Good to Great, by Jim Collins (2001)(56:16) Her mentors. Craig Billings (CEO Wynn Resorts), Michael Steen (CEO Atlas Air Cargo), Jean-Pascal Tricoire (Chairman, Schneider), her mom ("her biggest mentor").(57:06) On the current state of shareholder activism(57:58) Quotes that she thinks of often or lives her life by "Perfect is the enemy of good enough." (58:19) An unusual habit or an absurd thing that she loves: she's a compulsive note-taker (plus, her recommended policy for directors)(1:00:12) The living person she most admires: Elon MuskBetsy Atkins has served on more than 38 public company boards and through 17 IPOs, in addition to scores of PE and VC-backed company boards. She brings a rare perspective shaped by crisis situations, international board service, and rapid technological change. She currently serves on the boards of Wynn Las Vegas, GoPuff, and the Google Cloud Advisory Board. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Crosstalk is your aggregator for news stories that need to be viewed from a Christian perspective. So review this program that's highlighted by news concerning Iran, immigration, abortion, fake meat and much more. For example: --Iran's leadership is increasingly worried that a strike by the U.S. would break its grip on power by driving an already enraged public back into the streets following a bloody crackdown on anti-government protests, according to six current and former officials. --On Monday, Secretary of War Pete Hegseth asserted that the U.S. military was prepared to pursue aggressive action against Iran if the Islamic republic refused to negotiate with Washington on its nuclear program. --The U.S. military shot down an unmanned Iranian drone Tuesday after it aggressively approached a U.S. Navy aircraft carrier with unclear intent. --Iran has laid out a vision for a potential war with the U.S., detailing how it believes it could strike U.S. military bases across the Middle East, cripple global energy markets and pressure Washington into backing down. --Iran seized two foreign oil tankers in the Persian Gulf yesterday, accusing them of smuggling fuel and detaining about 15 foreign crew members ahead of talks taking place with U.S. officials. --Senior U.S. and Iranian officials held negotiations today in Oman. They came against the backdrop of a significant U.S. military build-up and escalating tensions. --President Trump signed a spending bill Tuesday ending the four-day partial government shutdown. --Democrats have spent years insisting that illegal immigrants do not vote.

In this episode of the Brains Magazine podcast, host Mark Sephton welcomes Linda Schneider, a curandera, teacher, and mentor specializing in conscious human development. Linda shares her insights on the importance of reconnecting with oneself through the body and inner knowing, emphasizing that true fulfillment arises from being present and grounded in one's own experience. She introduces her transformative program, the 'Seven Keys,' designed to help individuals who feel disconnected and fragmented to find peace and joy in their daily lives. Linda explains how the Seven Keys emerged from her extensive work with clients, identifying common patterns of disconnection and the need for practical, embodied practices that foster self-trust and inner guidance.In this podcast, we learn the following:Why Reconnecting With Your Body Is the Key to Inner PeaceThe Seven Keys to Coming Home to YourselfHow Inner Knowing Replaces Overthinking and Self DoubtFrom Disconnection to Fulfilment: Restoring Trust WithinWhy True Healing Begins When You Stop Living in Your HeadWith podcast host Mark SephtonHope you'll enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.

Dr. Erwin Lutzer is pastor emeritus of The Moody Church where he served as the senior pastor for 36 years. He's the speaker on the Running to Win radio broadcast. Dr. Lutzer is also an award-winning author. Some of his titles include, We Will Not Be Silenced, The Eclipse of God, When a Nation Forgets God, One Minute After You Die and numerous other titles. He returned to Crosstalk to discuss his new book, Why Doesn't God Answer My Prayers? Perhaps you've been in life situations in which you've prayed again and again over days, weeks, months or even years. You've claimed all the right Bible verses, yet it seems like your prayers are just hitting the ceiling or that God's simply not there, indifferent or does not care. If you've ever been in that situation, this Crosstalk is for you. Listen in as Dr. Lutzer explains how his latest book will point you back to Scripture so you can see how the heart of the reader can be turned from despair and despondency to hope and to trust. Points of discussion include: Does prayer really make a difference? What does Dr. Lutzer mean when he says that sometimes we claim promises that God did not make? Are we sometimes deceitful by offering prayers to avoid having to make changes in our lives concerning things that got us into our mess in the first place? What can we learn from Habakkuk, Abraham and Lot regarding prayer? Is an unanswered prayer an unheard prayer? How should we deal with the disappointment of unanswered prayer? Why does God give us so many needs and challenges?

"Timlar Kovalchuk" (Koh-vul-chook) (A pseudonym used to protect him and others.) has been actively involved as a missionary in evangelism for many years to Muslims in Central Asia. Jim began by mentioning a sobering text he recently received from Timlar. It began with Hebrews 13:3: "Remember them that are in bonds, as bound with them; and them which suffer adversity, as being yourselves also in the body." The text also talked about a contact in Central Asia and how 11 brothers in Christ had been martyred. Government forces are raping women and children, especially targeting Christians. Additionally, the main market in Iran was torched to teach a lesson to the merchants whom the Ayatollah blames the uprising on. Timlar brought more details for listeners, noting that believers are always target number one due to the fact that with faith in Christ also comes a love for God's people and Israel. Many are killed, with most being men. The women are violated and their bodies burned to dispose of the evidence. What's going on appears to be at Stalin, Hitler or Mao levels, or as Timlar indicated, it's at least at the beginning stages. So listen to this program and get the on-the-ground information you won't get elsewhere, including Timlar's update on Ukraine.

When something bizarre occurs, it's not unusual to hear someone say, "What in the world?" This is another program in this series that looks at "head scratcher" news stories that may make you say the same thing. Here's a brief selection of examples from the broadcast, some of which also include audio. --Minneapolis Mayor Jacob Frey said that the recent violent confrontations taking place against federal ICE agents are not just resistance, but they're actually about love! --Former CNN host Don Lemon walked free (no bond required) after a judge ordered his release. Keep in mind, as Jim noted, he entered the church, disrupted the service and took issue with the pastor and different worshipers. --On a recent podcast, Don Lemon mentioned that Jesus Christ (admittedly) was not perfect when he was on earth. --Leaked signal chats suggest that American ICE agents may be targeted for assassination with bullseyes appearing on images as Target stores are accused of cooperating with federal immigration officials. --Staff at the Portland Montessori School led very young children in an anti-ICE protest triggering widespread calls for the revocation of any licenses that the school holds. --Chloe Day School, a progressive public pre-school in New York City, staged an anti-ICE protest and held anti-Trump signs in the classroom. --An Islamic scholar in California had a message for Americans. He claimed that no one can stop Islam in America; that this is not your country, this is our country.

Martin Mawyer is president of Christian Action Network. Martin began his career as a journalist for the Religion Today news syndicate and the Washington news correspondent for Moody Monthly magazine. Artificial Intelligence (AI) is rapidly advancing. In fact, this is happening so quickly that in some respects, it's taking control. For example, we're already seeing how it's controlling information provided to the public and therefore informing your thinking. It's also having influence over education, medicine, business and even religion. Review this edition of Crosstalk and hear Mawyer as he comments on the many facets of this phenomenon that, while it can be of great benefit to mankind, in the wrong hands could also be deadly. For example, here's a brief list of points he discussed: Moltbook—A social media platform strictly for AI agents to discuss topics with one another. AI bio attacks. How great is the risk? Will AI robots and devices have a universal "brain" whereby they can not only do the service they're designed for, but also harm you? AI generated pornography and the ensnarement of children. The rogue agents involved in the quest for AI. Data centers (gigafactories)--They're being built in many places but will they end up in space as well? Do some AI chatbox models affirm what people want to do, even if what they want to do is harmful to themselves or perhaps others?

The phone lines are buzzing as Packers fans from Ontario to Alabama call in to hash out the Jonathan Gannon hire, and the verdict might surprise you. Ryan's warming up to the new DC while introducing you to the most think-tanky coaching staff in NFL history—including a new linebackers coach who looks like a Gabe-Toby hybrid straight out of Dunder Mifflin. Callers debate whether Rich Bisacchia and special teams woes are a systemic Packers problem or just bad coordinator luck The Jim Leonard discourse gets flipped: if he's so great, why has the entire NFL passed on him for years? Bill Belichick's first-ballot Hall of Fame snub sparks outrage—when did the Hall become a petty middle school clique? An epic breakdown of why the John Schneider comparisons to Gutekunst are completely backwards, complete with a decade of receipts First-time caller Aaron from Ontario gets the international love, and Chris from Alabama earns potential Hall of Fame call status Call in and join the chaos next time—new callers always go to the front of the line. This episode is brought to you by PrizePicks! Use code PACKDADDY to get started with America's #1 fantasy sports app. https://prizepicks.onelink.me/LME0/PACKDADDY To advertise on this podcast please email: ad-sales@libsyn.com Or go to: https://advertising.libsyn.com/packernetpodcast Help keep the show growing and check out everything I'm building across the Packers and NFL world: Support: Patreon: www.patreon.com/pack_daddy Venmo: @Packernetpodcast CashApp: $packpod Projects: Grade NFL Players ➜ fanfocus-teamgrades.lovable.app Packers Hub ➜ packersgames.com Create NFL Draft Big Boards ➜ nfldraftgrades.com Watch Draft Prospects ➜ draftflix.com Screen Record ➜ pause-play-capture.lovable.app Global Economics Hub ➜ global-economic-insight-hub.lovable.app