Podcasts about Semis

What a day of wrestling! From Big 12 Finals to Big 10 Quarters & Semis, there was no shortage of action, and on today's Basch & The Brain Live, we do the rundown!TIMESTAMPS:0:00 - Intro & Start of Show03:15 - Women's National Championships07:30 - Shoutout Rider10:30 - Bo Bassett/Brandt Harer15:30 - Big Ten Storylines21:20 - Iowa & Their Big 10's26:30 - Big Ten 125lbs31:00 - 133lbs38:40 - 149lbs47:45 - 157lbs 51:00 - 165 & 17454:50 - 184 and Rocco/Angelo 01:01:15 - 197 and Heavyweight01:05:10 - Big 12 Finals01:14:30 - Second Half of Big 12 FinalsRokfin.com/MatScouts for all of Willie's Content!Be sure to SUBSCRIBE to the podcast. NEW EPISODES WEEKLY! Support the show & leave a 5-star rating and review on Apple Podcasts, and shop some apparel on BASCHAMANIA.com! For all partnership and sponsorship inquiries, email info@baschamania.com.BASCHAMANIA is a Basch Solutions Production. Learn more about Basch Solutions, a digital marketing agency specializing in custom websites, content creation, and digital strategy, at BaschSolutions.com.

Au programme de cette émission :Ça y est, la nature et le jardin se réveillent... il est temps de s'y mettre... Semis, quelques plantations,...que faire au jardin ? On vous dit tout !Puis nous répondrons aux questions que vous nous avez envoyé sur onsemefort@monjardinbio.comCette semaine, Eric nous parle bouturage de mars.Attention : comme les bourgeons sont très gonflés, ils sont donc à un stade très fragile. Il faut être alors précautionneux lors de toute intervention de taille ou de prélèvement de boutures !

Welcome to another episode of the ACP! We are happy to have a friend of the show, ⁠⁠⁠⁠Sourabh⁠ joining us. Sourabh's youtube channel. Games Covered Men's T20 WC: last 2 Super 8 games and 1st Semis. WIw v SLw: T20Is. AUSw v INDw: ODIs. NZw v ZIMw: T20Is. SAw v PAKw: ODIs. Ranji Trophy 2026: Finals. Other news Sanath Jayasuriya to step down as SL men's head coach. PAK players fined PKR 5M each for underperforming in the T20 WC. ______________________________________________________________________________ Listen to us and get in touch: On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podbean⁠⁠⁠⁠ On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Pocket Casts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ On ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠RadioPublic⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Via ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Via ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E-mail⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Please do subscribe to our podcast and let us know what you think in the comments section of the podcasting app, via mail or on social media. Leave us a 5-star rating on any platform or app (like apple podcasts) you use to listen to us. Thanks! Learn more about your ad choices. Visit podcastchoices.com/adchoices

SUMMARY DEL SHOW Futuros caen fuerte por escalada en Medio Oriente: crudo más caro vuelve a presionar crecimiento e inflación y complica el timing de recortes de la Fed. Golpe directo a semis: KOSPI $KOSPI se desploma ~7%, Samsung $SSNLF y SK Hynix $HXSCF caen ~10%–11%; contagio en EE. UU. pega a $NVDA, $AMD, $AVGO, $MU, $ASML y $LRCX. Morgan Stanley sube $NVO a Equal weight, pero recorta PT y ve 2026 como transición; destaca tracción de Wegovy Pill y mantiene a $LLY como rival clave.

BP boys review the India Vs West Indies match and look ahead at the semis.Use code "BP15" for an exclusive 15% off your purchase at Yashi Sports: https://www.yashisports.com

In this episode, we break down a night of pure theatre at Eden Gardens as Sanju Samson played a knock for the ages to send India into the T20 World Cup 2026 semi-finals. Chasing a daunting 196 in what was effectively a virtual quarter-final against the West Indies on 1 March, Samson silenced the critics with a breathtaking 97 off just 50 balls*. We dive deep into the tactical mastery of Samson's innings, which featured 12 fours and 4 sixes, guiding India to a 5-wicket victory with 4 balls to spare. We also recap a frantic final 72 hours of Super 8 action that decided the final four. From South Africa's clinical 5-wicket win over Zimbabwe to secure the top spot in Group 1, to Pakistan's heartbreaking exit despite a thrilling 5-run victory over Sri Lanka on 28 February—where Sahibzada Farhan's heroic century (100 off 60) wasn't enough to overcome New Zealand's superior net run rate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On today's episode of The Agenda, Finn Caddie & Matt Heath join ACC Head G Lane to discuss why MCing a wedding is the worst thing you could ever do (00:00)... WATCH THE FULL EPISODE ON YOUTUBE! Next, the fellas recap the latest round of Super Rugby and how bad things were for Chiefs Mana fans on Saturday night after they were pumped by the Crusaders Mana (04:05)! Then, they get into the NRL being back and what is up with Peter V'landys' hair (12:45)?Also, the Black Caps are into the Semis of the T20 World Cup to face the old chokers in the Saffas (22:20), and Dan Hillier wins the NZ Open (31:45)!Finally, they get to your feedback in 'Yours Please' (35:30)... Did you know that we've launched a new Facebook Group called 'The Caravan' JOIN HERE! Brought to you by Export Ultra! Follow The ACC on Instagram or Facebook or TikTok Subscribe to The Agenda Podcast now on iHeartRadio, YouTube, or wherever you get your podcasts! iHeartRadio Apple Spotify YouTube THANKS MATE! See omnystudio.com/listener for privacy information.

Certains diront qu'il est encore trop tôt pour semer les petits pois en pleine terre et ils ont raison. Les graines ont besoin d'une température comprise entre 7 et 10°C pour germer et en ce moment les nuits sont encore fraîches. Mais si je vous en parle aujourd'hui, c'est qu'on peut anticiper le semis dans des godets.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

On this week’s episode of The BYC Podcast, Dylan Cleaver & Paul Ford join ACC Head G Lane to review the weekend of all weekends on the domestic 50 Over cricket calendar, the Ford & HBJ Trophy Finals (00:00)... Next, they chat about the latest from the T20 World Cup and what the washout against Pakistan means for the Black Caps, the best way to avoid India in the Semis (14:15), before getting into the draw shenanigans and the situation surrounding cricketing legend Imran Khan (24:45)...Plus, all your favourite furniture (37:25), Bat Chat, Paul Ford’s Cricket Violence Corner, and Dylan Cleaver’s Who Am I? Brought to you by Resene!Follow The ACC on Instagram or Facebook or TikTok Subscribe to The BYC Podcast now on iHeartRadio, YouTube, or wherever you get your podcasts! iHeartRadio Apple Spotify YouTube THANKS MATE!See omnystudio.com/listener for privacy information.

Former New Zealand fast bowler Simon Doull joins ICC Digital Insider Crystal Arnold to talk through the Black Caps' big win over Sri Lanka in Colombo.See omnystudio.com/listener for privacy information.

In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the impact of tariffs, supply chain challenges, and the shift from copper to fiber in networking. They explore the inflection points driving demand for AI compute and the potential for mergers and acquisitions in the sector. The conversation highlights the complexities of navigating geopolitical tensions and the evolving landscape of technology and infrastructure.

Robson Morelli repercute os principais assuntos do Esporte, diariamente, às 8h50, no Jornal Eldorado.See omnystudio.com/listener for privacy information.

On today's smarter episode of Quick Charge, we've got CEO Daniel Hilson here to give us an in-depth look at how BetterFleet can help fleets and utilities manage their charging schedules to keep both energy costs and downtime to a minimum. We also take a look at Amazon's Rivian electric van fleet and how their goal of reaching 100,000 vans by 2030 is coming along, as well as a new solar-powered semi trailer that's using Australia's sunshine to keep food fresh from farm to store to table. Source Links Amazon grew its Rivian electric delivery van fleet by 50% in 2025 California's Helix water district gets state-of-the-art managed charging [Q&A] ACT Expo 2025 – one step forward, two steps back for clean trucking Check out BetterFleet GENIUS: adding solar panels to semi trailers is an idea so obvious it hurts Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show. If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

This Detroit Red Wings podcast breaks down the Olympic tournament through the quarterfinals & predictions ahead. Hockeytown news and analysis covers Dylan Larkin's massive goal for USA, Lucas Raymond's tournament performance, the semifinal matchups ahead, and Simon Edvinsson's return. (00:00) - Intro & WWP Anniversary Celebrating 11 years of the show and upcoming Winged Wheel podcast night at LCA on March 21st against Boston. (04:35) - Olympic Updates and Quarterfinal Recaps Team USA beats Sweden 2-1 in overtime as Dylan Larkin scores his first Olympic goal before Quinn Hughes delivers the winner, while Lucas Raymond was Sweden's best forward all tournament. (11:10) - Other Quarterfinal Results Finland comes back against Switzerland, Slovakia upends Moritz Seider, Leon Draisaitl, and team Germany, and McDavid and Marner help Canada advances past Czechia in a wild finish. (30:00) - Red Wings Olympic Update Only Larkin remains as Raymond and Sweden exit - breaking down their tournament performances (as well as Mrotiz Seider's and Eduards Tralmaks). (35:15) - Semifinal Predictions USA faces Finland while Canada takes on Slovakia - analyzing matchups and medal favorites heading into the final four. (40:00) - Simon Edvinsson Surgery News Updates on the young defenseman's procedure and timeline for return to the Red Wings lineup. (46:35) - NHL Trade Deadline Buzz Early rumblings around the league and potential targets (Gavrikov? Kyrou? Elias Petterson?) for Steve Yzerman as the March Trade Deadline approaches. (56:30) - Overtime Q&A Your questions on playoff positioning, Yzerman's recruiting, and Red Wings analysis. --- WWP Night at the LCA Night (March 21st) tickets at wingedwheelpodcast.com/redwings Support the show: Patreon.com/WingedWheelPodcast This episode is brought to you by Hims. Visit hims.com/wingedwheel for your personalized hair loss treatment options. This episode is sponsored by ExpressVPN: go to ExpressVPN.com/wingedwheel to get 4 extra months FREE! Head over to wingedwheelpodcast.com to find all the ways to listen, how to support the show, and so much more!

On this Thursday edition of Sid & Friends in the Morning, Sid covers New York City Council Speaker Julie Menin stating the City Council will not allow a proposed 9.5% property tax increase amid an affordability crisis; discussion about residents and businesses leaving New York for places like Texas due to high costs and taxes; NYU Langone discontinuing its transgender youth health program, citing the current regulatory environment and the departure of its medical director, while continuing pediatric mental health care; President Trump hosting a Black History Month summit at The White House; Meta CEO Mark Zuckerberg testifying in a social media trial alleging platforms deliberately addict and harm children, with a plaintiff claiming early app use contributed to depression and suicidal thoughts; and Quinn Hughes' overtime winner against Sweden to advance the United States Men's Ice Hockey Team to the semifinals in the Milan Olympics. Alexandra Bougher, Bill O'Reilly, Megyn Kelly, Mike Lawler, Nicole Malliotakis & Peter King join Sid on this Friday-eve installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hour 1 includes conversation about Team USA's thrilling overtime win over Sweden in yesterday's quarterfinal matchup as the US gets ready to face Slovakia in the semifinals tomorrow. Then the conversation shifts towards the Miami Dolphins, and their offseason decisions including whether or not Minkah Fitzpatrick will/should be traded and if Tua will get another shot in the NFL as a starter or a backup.

We kick this Thursday off getting right into the USA Men's Hockey team advancing to the semifinals and the USA Women's play Canada today for the Gold! Tobin introduces a new Dolphins game to the show titled “Trade Block or Building Block" the silly sauce was at an all time high with this one. We wrapped things up with some 15 Min of the Heat as they are set to make their return from the All-Star break, and the guys discuss what the future holds for Tyler Herro.

Both Canada and the USA went to OT in their quarter-final matchups in men's hockey to advance to the semis. Finland and Slovakia will be the competition. The classic USA vs Canada rivalry continues in women's hockey but the US is the decided favourite heading in.    Listen Here:  Apple Podcasts   Direct MP3   iHeart Radio Spotify GET YOUR SCUTTLEPUCK MERCH AT SCUTTLEPUCK'S DASHERY STORE Title Player: Doug Bodger News Canada 4 vs Czechia 3 OT USA 2 vs Sweden 1 OT Slovakia 6 Germany 2 Finland 3 Switzerland 2 OT Tom Wilson fight vs France Points Leaders Guess the 5th -  Women's Hockey Can Vs USA in Final  Points Leaders - 6 USA in top 10 USA Goalie Aerin Frankel - 1 goal in 4 games    Upcoming Games - Thursday Bronze and Gold medal games for women  Fri - Men's Semi Finals Sat - Men's Bronze Sun - Men's Gold    Connections: Last week: Marie Philip Poulin, Vladislav Tretiak, Teemu Selanne, Jiri Holik  This week:  Crazy Stat   Next Week - Olympics Finals - NHL / PWHL Back

Jason Strudwick and Jamie McLennan break down Canada's OT win over Czechia, Paul Coffey's return to the Oilers coaching staff, and much more.See omnystudio.com/listener for privacy information.

Wednesday Hour 3: On the Clock, Jeff Dubrof, Team USA onto the semis, Lucas' Notebook & Connor's Power Play

Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting beneath the surface, they separate the emotional narrative from the measurable data.The conversation moves through current market leadership, valuation concerns, recession odds, and the risks that deserve attention without overreacting to every headline. They also explore what history suggests about similar environments, how positioning can amplify volatility, and why staying disciplined often feels hardest right when it matters most.Key Takeaways:• Earnings remain the foundation: Corporate profits continue to anchor market strength, even as narratives shift week to week • Sentiment lags fundamentals: Investor psychology still reflects caution despite improving breadth and resilient data • Policy and liquidity matter: Rate expectations, fiscal dynamics, and capital flows are shaping the next phase of returns • Volatility is part of the process: Pullbacks and headline shocks fit within historical patterns of ongoing expansions • Discipline beats drama: Long-term investors benefit more from structure and perspective than from reacting to every news cycleJump to:0:00 - New Titles And Warm-Up Banter2:42 - Framing A Tale Of Two Markets5:10 - Sector Splits And Market Breadth11:55 - Global Equity Strength And Style Shifts16:30 - AI Shockwaves Across Industries22:40 - Tech's Three Tracks: Software, Semis, Telecom27:35 - Short Interest, Contrarian Signals In Tech31:30 - International Rallies And Country Leaders37:15 - Jobs Revisions And Labor Market Reality44:20 - Youth Employment, AI Fears, And Data50:05 - Spurious Correlations And Market Folklore56:20 - CPI Details, Shelter Math, And Services HeatConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

On today's episode of The Agenda, Manaia Stewart joins ACC Head G Lane to discuss if they've ever been as steamed on air as Aussie reporter Danika Mason (00:00)...WATCH THE FULL EPISODE ON YOUTUBE!Next, the fellas get into the Black Caps' chances in the Super 8s at the T20 World Cup and the revelation that if they make the Semis, they could ruin the Aussies chances of making the Olympics (05:30)...Then, get Manaia's thoughts on the changes to the State of Origin eligibility rules (13:40).Also, should we be calling 5-time Olympic medalist Zoi Sadowski-Synnott the "Mountain GOAT" or the "Jumping GOAT" (16:55)?Finally, they get to your feedback in 'Yours Please' (27:05)... Did you know that we've launched a new Facebook Group called 'The Caravan' JOIN HERE! Brought to you by Export Ultra! Follow The ACC on Instagram or Facebook or TikTok Subscribe to The Agenda Podcast now on iHeartRadio, YouTube, or wherever you get your podcasts! iHeartRadio Apple Spotify YouTube THANKS MATE! See omnystudio.com/listener for privacy information.

Avidja at the NBA All-Star Game, State Cup Semis & More!

Welcome to the Quest For Gold Women's Hockey Report featuring Ann-Sophie Bettez, Madison Packer, and Irfaan Gaffar.The host Italians put up an early fight, but the powerhouse USA squad pulled away to advance to the semi finals. The surprising result came from the other quarterfinal game, where the Swedes knocked off the medal favourite Cezchs 2-0. Ann-So and Madison break down both games and preview tomorrow's Canada vs Germany quarterfinal.0:00 - Intro0:27 - USA & Sweden advance to semis6:21 - Stand out performer9:49 - Stand out game11:44 - Canada vs Germany preview15:00 - Outro#milangames #milanocortina2026 #womenshockey #canada #usahockey Reach out to sales@thenationnetwork.com to connect with our Sales Team and discuss opportunities to partner with us! Hosted on Acast. See acast.com/privacy for more information.

Sala de Redação - 13/02/2026

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.

This week Erik and Aidan discuss an eventful week in Montpellier, which had a lot going on for a relatively small ATP 250 tournament. FAA returned to action with a dominant tournament victory after a disappointing first round loss in Australia. Arthur Fils had his first tournament back after getting injured last summer, and Stan Wawrinka collected a win before falling to the eventual tournament champion. The draw also featured 16-year old Moise Kouame, who showed flashes of being the next tennis star. Stay tuned for a fun one and be sure to check back next week for another episode!ContentsTop Canadian Ever? 0:00FAA's indoor dominance 3:04Mannarino's Surprise Run 7:12Fils returns from injury 8:33Stan's Last Match 10:38Quailfiers to Semis 11:3316 year old Phenom 13:48What's New 16:17Bet of the Week / Upset Alerts 20:13Match of the Week 22:13

Also...Novak's still hanging tough. And Eliot Spizzirri gets some just due love!

No episódio desta quinta-feira (5), falamos sobre as semifinais da Copa da Liga Inglesa e também da vitória do Barcelona contra o Albacete. Além disso, comentamos sobre a grande fase de Endrick no Lyon e contamos com uma entrevista com Emerson Marcelina, jogador do Hamrun Spartans, de Malta. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Partidazo del Atlético de Madrid en La Cartuja y manita al Betis para entrar en las semifinales de la Copa del Rey. Simeone cambió a un 4-3-3 en ataque donde entraron mucho en juego los centrocampistas y se potenció al debutante Lookman. Gol, asistencia y gran actuación del nigeriano para presentarse. La contundencia acompañó y el Atleti cierra uno de sus mejores partidos en mucho tiempo. Lo analizamos todo, en De Padres a Hijos. Conviértete en miembro de este canal para disfrutar de ventajas: https://www.youtube.com/channel/UCl_X6QI3mnJsttsp96OsCZQ/join Correo: depadresahijoscontacto@gmail.com Twitch: https://www.twitch.tv/depadresahijos Instagram: https://www.instagram.com/depadresahijos1903/ Twitter: https://twitter.com/DPaH1903 TikTok: https://www.tiktok.com/@depadresahijos1903 Youtube: https://www.youtube.com/@DPaH1903 Spotify: https://open.spotify.com/show/6WcodO17ASqRfxYNrjhVGD #atleticomadrid #atleti #futbol #laliga #football

Tertulia con Dani Blanco, Paco Rabadán, Alfredo Somoza y Látigo Serrano.

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El Barça busca pasar de ronda en la Copa del Rey y lo hace ante el verdugo del Real Madrid, el Albacete. El club de segunda división vuelve a vivir una jornada de emoción copera y pretende volver a hacer una machada para plantarse en semifinales. Enfrente tendrá a los de Flick que siguen marcando el ritmo en Liga y que son el único equipo español que se ha colado en el top 8. Además, Ter Stegen, portero cedido en el Girona, podría regresar a Can Barça por su lesión. Sigue en directo el programa 198 de El bar de Sique Rodríguez.

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Get your MGM Slam tickets here! https://bit.ly/mgmslam2026The Australian Open is underway, which means we're back with Something Major, our round-by-round recap and preview show. Sam Querrey, Steve Johnson, Jack Sock & John Isner break down all the news from the QFs on both the Mens & Women's draws, including more dominance for Sinner & Alcaraz & whether Novak & Zverev can challenge them in the Semis. Plus, they go over a big wins for Svitolina & Pegula and give their thoughts on Coco Gauffs racquet smash.To check out all the latest in the bracket draw head to: https://bracket.nothingmajorshow.com/nothingmajor00:00 Introduction 00:37 MGM Slam Partnership Announcement01:59 Discussion on the Australian Open Matches02:43 Alcaraz vs. De Minaur Match Analysis06:54 Zverev vs. Learner Tien Match Breakdown10:22 Sinner vs. Shelton Match Recap12:53 Djokovic vs. Musetti Match Insights15:27 Novak Djokovic's Strategy and Fitness17:15 Fun Segment: Best Hair, Carlos or Novak?19:11 Mens Semifinal Predictions20:13 Stevie's Stats21:52 Women's Quarterfinals Recap23:07 Coco Gauff Racket Smash25:05 Women's Semifinal Predictions31:26 Bracket Standings 33:20 Closing Remarks 

Max Rushden is joined by Barry Glendenning, Philippe Auclair, Dan Bardell and Sid Lowe as Xabi Alonso leaves Real Madrid and the Carabao Cup semi-finals begin. Help support our independent journalism at theguardian.com/footballweeklypod

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain post-results. Also in focus: U.S.-Iran tensions simmering after new sanctions were announced during the hour - hear veteran energy expert Helima Croft's take on the action... and a deep-dive on what's next in the DOJ's Powell probe with former Treasury Secretary Jack Lew, who calls Fed independence "one of the underpinnings of our economy". Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three of the top four seeds got knocked out in the College Football Playoff quarterfinal matchups, but Indiana easily handled Alabama in the Rose Bowl. Cole Cubelic breaks down why Indiana's o-line looked so much better than Bama's and what to expect from Mendoza in the semis. He breaks down film to show how Oregon beat Texas Tech, Miami took out the defending champion Ohio State, and how Pete Golding and Ole Miss got the better of Kirby Smart and Georgia. Then, Cole looks ahead to this weekend's semi-finals match ups and makes his predictions for who we'll see in the final. Who do you got? Sound off in the comments. TIME STAMPS 1:03 Alabama vs. Indiana 15:37 Miami vs. Ohio State 23:10 Oregon vs. Texas Tech 28:57 Ole Miss vs. Georgia Title Sponsor: WICKLES PICKLES: Wickedly delicious. Head to wicklespickles.com for products, recipes, and merch. This episode is also brought to you by: GAMEDAY MEN'S HEALTH: Go to gamedaymenshealth.com RHOBACK: Use promo code CUBE20 at rhoback.com PIZZA PULLS/WHATNOT: https://www.whatnot.com/live/fede8379-a974-4330-93d0-3597a1d95b06?app=ios&sender_id=16687390&sharing_channel=copyLink Learn more about your ad choices. Visit megaphone.fm/adchoices

DuckTerritory's Matt Prehm, Erik Skopil and John Evans get together to discuss Friday's embarrassing defeat to Indiana in the College Football Playoff semifinals. The three discuss went wrong, how this feels big picture and what the fans are feeling about this one. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Catch “The Drive with Spence Checketts” from 2 pm to 6 pm weekdays on ESPN 700 & 92.1 FM. Produced by Porter Larsen. The latest on the Utah Jazz, Real Salt Lake, Utes, BYU + more sports storylines.

IT'S FOOTBALL FRIDAY! On Friday's LOADED edition of WagerTalk Today, Teddy Covers talks Sunday's San Francisco 49ers vs Philadelphia Ealges NFL Wild Card matchup and gives a best bet in the Peach Bowl, Oregon vs Indiana CFP Semi matchup.  Marco D'Angelo shares how he's betting the Green Bay Packers vs Chicago Bears & Buffalo Bills vs Jacksonville Jaguars NFL Playouff games. Hosts Andy Lang & Dan Alexander provide props, survivor picks and give daily betting advice - don't miss out!Intro 00:00Teddy Covers 3:12Oregon vs Indiana 3:20Houston Texans vs Pittsburgh Steelers 8:46Playoff Survivor Strategy 14:00NBA: Is Atlanta BETTER without Trae Young? 16:00Sell Me: NBA Pelicans vs Wizards 20:00Marco D'Angelo 29:00Green Bay Packers vs Chicago Bears 29:54Buffalo Bills vs Jacksonville Jaguars 36:30Marco's Wing Sauce of the Week: Pittsburgh Steelers 44:12WTF or LFG: Follow or Fade this play? Jalen Hurts Prop 50:00All around the world (NFL Prop Bets) 53:20Andy on NFL Playoff Props 54:51EVERY NFL WILDCARD GAME PICKS 58:25

On Thursday's edition of WagerTalk Today, Joe Raineri shares his favorite betting angles for the College Football Playoffs, Fiesta Bowl: Miami vs Ole Miss matchup and tonight's Heat vs Bulls NBA tilt before breaking down how he'll be betting Sunday's San Franciscco 49ers vs Philadelphia Eagles NFL Wild Card matchup. Hosts, Andy Lang & Dan Alexander, provide props and share free picks – don't miss out!Intro 00:00Steve Merril 3:00Oregon vs Indiana 4:46Bills vs Jaguars 11:46Cavaliers vs Timberwolves 18:00Joe Raineri 26:00Miami vs Ole Miss 26:32Rams vs Panthers 29:39Miami Heat vs Chicago Bulls 34:15Andy Lang All Around the World 38:30WTF or LFG: Follow or Fade this Play? Ole Miss vs Miami Player Prop 40:302025 Personal Year in Reviews 42:00

Chargers fans are asking Scott to come back to being a Bolt fan. Will Shawne Merriman convince him today? The Dolphins fired Mike McDaniel, and there are now eight head coaching openings. The CFB Playoff semifinals kick off tonight. Craig Dado joins the show.Support the show: http://kaplanandcrew.com/See omnystudio.com/listener for privacy information.

The College Football Playoff semifinals are here — and the sport has officially entered its weirdest era yet. In this episode of The Iowa Nice Guy, we cover: • Ole Miss vs Miami and the “someone has to win” semifinal• Oregon vs Indiana and the pressure on Dan Lanning and Curt Cignetti• Why Indiana's run is already one of the most remarkable stories in modern college football• The transfer portal: who it helps, who it hurts, and why fans are losing their grip on rosters• How the SEC lost its stranglehold on the sport• Why the NFL may be the next unintended victim Pandora's Box is open.Hope is still inside.And college football isn't going back.

We're back in the brand new year of 2026, as the College Football Playoff narrows down to it's Final Four and the NFL playoffs get going this weekend. We discuss the coverage, the ratings and more with a guest on the "LWOS Media Podcast!"Host T.J. Rives returns with Tyler Jones of LWOS .com/Media, "The Jones Report Podcast" and Roundtable Sports to go over it all.First, T.J. has thoughts on the CFP New Year's Eve and New Year's Day games and ratings. Also, the end of the NFL regular season and the playoffs being set. Also, what's up with the trend of national pro football broadcasters still being allowed to "do TV" while taking front office jobs and will former Falcons QB turned CBS "NFL Today" studio analyst Matt Ryan become the next?Then, T.J. and Tyler go over the CFP semis and the storybook finish shaping up for the Indiana Hoosiers, etc. They also disucss whether it's a good idea or not to have so many alternate broadcasts of these two games on Thursday and Friday night?Next, some NFL playoff talk as the schedule of games and broadcast outlets/announcers is out. The guys give their takes on all of it and just how massive will the numbers be with the new measuring systems for TV audience?T.J. and Tyler also discuss NBC Sports getting back into Major League Baseball and what prominent brodcasters could be the guy to fill their role(s) as the top p x p announcers?Hear it all on the "Last Word on Sports Media Podcast" and make sure to follow/subscribe on Apple/Spreaker/Spotify, etc.! 

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Find out more at https://public.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at http://public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Autzen Audibles, Matt Prehm and Erik Skopil welcome Jared Kelly, an Indiana beat reporter for Peegs.com and 247Sports, to preview Oregon's College Football Playoff semifinal matchup with the Hoosiers. Kelly provides insight into how Indiana views the rematch after the October meeting, what has changed for both teams since then, and where the Hoosiers believe they can challenge Oregon this time around. The conversation also dives into Indiana's offensive approach, defensive identity, and the pressure points that could decide a spot in the national championship game. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices