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We continue our series through the book of Proverbs, How to Build a Life, with a message from Proverbs 18:21. Death and life are in the power of the tongue, and Grant Clark walks through what Proverbs teaches about the hidden power of everyday words, spoken or typed, to destroy or to give life, and why the deeper call is not simply to speak better but to let Jesus change the heart our words flow from.A little fun with words to start:pneumonoultramicroscopicsilicovolcanoconiosis (45 letters)Hippopotomonstrosesquippedaliophobia (36 letters)The shortest complete sentence: "Go." or "I am."Shortest English word containing all five vowels: Sequoia (7 letters)"Buffalo buffalo Buffalo buffalo buffalo buffalo Buffalo buffalo."In 2013 a PR worker named Justine Sacco posted a twelve word tweet before an eleven hour flight, switched off her phone, and landed to find the sentence had gone viral, cost her job, and redefined her life. Twelve words, less than a minute of typing, changed everything. Proverbs 18:21 says death and life are in the power of the tongue, and those who love it will eat its fruit. Our words carry power for good and for evil, power to destroy reputations, end marriages, start feuds, and crush people, and creative power to place dreams in hearts, comfort the brokenhearted, and shape how someone sees their own worth, whether those words are spoken or typed.Grant shares from a heavy season this year, and how a folder of letters of affirmation, read in the early hours of a significant birthday, lifted a real weight and put life back into him. We should not live for these kinds of words, but they are incredible fuel for the journey God has for us. Proverbs 10:11 says the mouth of the righteous is a fountain of life, and Ephesians 4:29 says no corrupt talk should come from our mouths, only what builds someone up and gives grace to those who hear.## Words of Death"Sticks and stones may break my bones, but words will never hurt me" is not true. A broken bone heals, but words can hang around for years."There exists, for everyone, a sentence, a series of words, that has the power to destroy you. Another sentence exists, another series of words, that could heal you. If you're lucky you will get the second, but you can be certain of getting the first." - Philip K. DickProverbs 16:27 says a scoundrel's speech is like a scorching fire. A wildfire brings immediate devastation, but its most lethal effects are often invisible, the toxic smoke that damages from the inside long after. Some words work the same way, a gut punch at first, then a slow internal toxicity that scars confidence, self-image, and identity. Proverbs 26:20-21 says that without wood a fire goes out, and without a gossip conflict dies down. A throwaway comment can be the small bit of fuel that grows into a fire that damages families, communities, and churches. Be a church that extinguishes fires rather than one that feeds them.This connects to expressive individualism. Our culture treats our inner feelings as the truest thing about us, meant to be voiced and affirmed publicly. Proverbs pushes back. Our mouths, our tongues, and our speech belong to God, and some things should not be spoken even when they feel natural or normal. Proverbs 10:20 says the tongue of the righteous is pure silver, and Proverbs 12:18 says rash words pierce like a sword, but the tongue of the wise brings healing. Silver is purified over time in the fire, and in the same way we train and discipline our speech. Psalm 19:14, may the words of my mouth and the meditation of my heart be acceptable to you, Lord, my rock and my Redeemer. This is not a call to avoid hard conversations, which we often need to give and to receive, but a call against careless, hurtful words that do great damage.Justine Sacco later said she had to reclaim her identity, because she feared that one sentence had replaced everything else that was true about her. Many of us carry a word like that, spoken over us and repeated until it found a home in our hearts, defining us more than anything else. Grant pictures a word written on our forehead that we walk through life believing is the truest thing about us. Jesus wants to redefine us. If you are in Christ, the truest thing about you is that you are a child of God, forgiven, made new, chosen, and called his beloved.## Blessing and CursingJames 3:5-10 says the tongue is a small part of the body that boasts great things, a fire that no one can tame, and that blessing and cursing come out of the same mouth. This is not magic or manifestation. A curse is a word that wounds, redefines, and strips the nutrients from the soil of a soul."Blessing is the projection of good into the life of another." - Dallas WillardIf blessing is the projection of good into the life of another, then cursing is the projection of bad. Not flattery or well meaning lies, but the truths of God spoken into people so they can live in the reality of who Jesus says they are.## Words of Life"Kind words can be short and easy to speak, but their echoes are truly endless." - Mother TeresaProverbs 12:25 says anxiety in the heart weighs it down, but a good word cheers it up. Proverbs 16:24 says pleasant words are like honeycomb, sweet to the taste and healing to the body. Proverbs 25:11 says a timely word is like gold set in silver. The right word at the right time has power to change a life. Alfred Nobel, the inventor of dynamite, once read his own obituary when a newspaper confused him with his brother and named him the merchant of death. Disgusted by how he would be remembered, he reassessed his life and left most of his fortune to establish the Nobel Prizes. Words changed his life.## Words Reveal the HeartMatthew 12:34, out of the abundance of the heart the mouth speaks. Proverbs 4:23, above all else guard your heart, for everything you do flows from it. Luke 6:45, a good person produces good out of the good stored up in the heart, and an evil person produces evil, for the mouth speaks from the overflow of the heart. Speech full of gossip, slander, judgment, lying, and complaining reveals what already lives inside, and so does speech full of encouragement, honesty, blessing, thanksgiving, confession, and grace.## Jesus's Ministry of WordsJohn 1:1-5, in the beginning was the Word, and the Word was with God, and the Word was God, and in him was life. John 1:14, the Word became flesh and dwelt among us. John points back to Genesis 1:1, where God creates and orders the world through his word. His claim is that the Word is not just something God speaks but a person, the logos, Jesus Christ, the wisdom of God and the perfect expression of who God is. In Jesus, God has spoken himself to us.In John 6:66-68, after a hard teaching, many of Jesus's disciples turn back. He asks the twelve if they will leave too, and Peter answers, Lord, to whom will we go? You have the words of eternal life. We have come to believe and know that you are the Holy One of God.The big idea is not that we should simply speak better or stop sinning with our mouths. James already told us no one can tame the tongue. We do need to train and purify our words, but first we need Jesus to transform our hearts, which is what Proverbs points to again and again. On the cross Jesus bore the condemnation our words deserve, and from the cross he spoke words of forgiveness and life. He does not merely give us better rules. He gives us new hearts and, through his Spirit, teaches us to speak grace, life, and truth.So the invitation is to come to Jesus for a clean heart and a redefined life. For everyone in Christ, God loves you, your sins are forgiven, you are made new, and you are no longer defined by your worst words or your worst moments. You are God's beloved child. Where other words have been burned deep into how we see ourselves, he wants to write a new word over our lives.Verses referenced:Proverbs 18:21Proverbs 10:11Ephesians 4:29Proverbs 16:27Proverbs 26:20-21Proverbs 10:20Proverbs 12:18Psalm 19:14James 3:5-10Proverbs 12:25Proverbs 16:24Proverbs 25:11Matthew 12:34Proverbs 4:23Luke 6:45John 1:1-5John 1:14Genesis 1:1John 6:66-68
What does it take to write the very first check into a company that has almost nothing to show yet, sometimes not even a finished idea?Afore Capital helped invent the pre-seed category. When Gaurav Jain and Anamitra Banerji started the firm ten years ago, "pre-seed" was almost a slight, a label for founders who couldn't raise a proper seed round. They set out to build the world's largest pre-seed fund anyway, closing $47 million on a $40 million target, and every fund since has closed above plan. Afore now runs more than $500 million across four funds, with top-quartile DPI on the first three. The idea has become so mainstream that when Sequoia launched its latest fund, it said, "I guess we're pre-seed investors too."The real substance of the conversation is how Gaurav thinks. He is clear about what matters most in venture, and the order tends to surprise people. Being in the very best companies matters more than anything else, ownership comes after that, and the entry price that so many investors fixate on matters least, because fifty per cent of zero is still zero. He is also convinced that the genuine bottleneck is talent. There is a great deal of money in the world and very few people who can build something truly large, which is why at the earliest stage founders tend to choose their investors as much as investors choose them. You give a founder a million dollars with no collateral, and then you still have to convince them to take it. A pre-seed pitch, he says, is almost entirely storytelling with very little data behind it.If you want to understand how the earliest checks actually get written, and what it really costs to say no, this episode is worth your time.00:00 - Trailer01:00 - From Dehradun to Google to starting Afore02:08 - The Waterloo co-op that talked him out of every job03:18 - Back when "pre-seed" was an insult05:44 - When Sequoia said "I guess we're pre-seed investors too"07:26 - Afore's three products, and the experiments that failed09:01 - Hightouch was a travel company when they invested11:02 - Goldcast: no visa, no money, funded anyway12:07 - The through line is always the team14:44 - The Ramp miss17:24 - "Founders pick us more than we pick them"18:45 - The constraint isn't capital, it's talent22:24 - The Solana miss, when it was still Loom Protocol24:46 - Ramp's Super Bowl ad, the buses, his wife's business25:32 - What he looks for in founders28:50 - Coachability, happy ears, and the Mom Test31:28 - The biggest mistake: falling in love with the idea35:04 - The three things that matter, and "50% of zero is still zero"39:25 - "100% storytelling, 0% data"41:25 - Investing in India, and the fear of being dumb capital44:41 - "Sign the deal before Monday"47:26 - One engineer now does the job of 2051:43 - Raising from LPs, the undiscussed part of VC-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
The Southern Sierra is the quieter, less-traveled tail end of California's Sierra Nevada range — running from Sequoia and Kings Canyon National Parks down through the Kern River drainage to where the range finally peters out into the Tehachapi Mountains. It's a land of dense pine forests, hidden granite formations, deep river canyons, and small mountain towns like Kernville, Springville, and Porterville tucked into its foothills.For climbers, this region is a genuine treasure trove that remains largely under the radar. The Needles are the crown jewel — a cluster of striking granite spires rising out of pine forest above the Kern River, home to some of the finest crack climbing in California. Dome Rock offers accessible multi-pitch classics. Deeper into the range you find places like The Fin at Castle Rock, Homer's Nose, Hermit Spire, and countless other obscure formations that have been quietly developed over decades by small groups of locals. The rock is high-quality granite, often steep, often demanding, and almost always uncrowded.Culturally, the Southern Sierra has always attracted a specific kind of climber — someone drawn to first ascents, comfortable with long approaches, willing to work for solitude, and less interested in the spray culture of more famous destinations. The area saw a renaissance in the late 1970s and early 1980s when climbers from Los Angeles started making pilgrimages up to Kernville and Porterville, discovering that the Needles and surrounding formations offered climbing that rivaled anything in Yosemite — just without the crowds. Patrick Paul found himself right in the middle of this renaissance and became a pioneer in his own right, establishing 54 first ascents across the Southern Sierra over his 50 year career.In this conversation we go back to Patrick's tumultuous upbringing and how a single trip to Joshua Tree became the catalyst for an entire life pivot — one he's convinced saved his life. We dig into stories from his years on the rock, including run-ins with icons like Randy Leavitt, Lynn Hill, and Fred Beckey, and several close calls: an earthquake mid-approach, expanding flakes on Homer's Nose, and a moment when his main partner Richard Leversee saved Patrick from certain death when Patrick leaned back away from an anchor without being tied in.#livinglegend #firstascentsHelp Support The Show & Unlock The Ad-Free PodcastResourcesSome of Patrick's stories can be found in this book:Patrick's Facebook
Dave Garner and Will Cooper covered a wide range of sports topics, beginning with Wimbledon, where they discussed Coco Gauff's semifinal match, the challenges of playing on grass, and previewed the men's semifinals while also debating which current summer sports storyline—the World Cup, Wimbledon, MLB, or NBA Summer League—will have the biggest lasting impact. The conversation then shifted to the Atlanta Braves, highlighting their 3-0 win over Pittsburgh, concerns about the team's recent struggles despite remaining atop the division, and a detailed discussion of Austin Riley's continued offensive issues and whether mechanical adjustments can revive his season. The second half of the show focused heavily on high school football, as Will Cooper unveiled preseason projections from the Cooper Predictor, breaking down playoff odds, region favorites, and expected records for North Georgia teams including North Cobb, Sequoia, River Ridge, Creekview, Woodstock, Gilmer, Pickens, Fannin County, North Murray, and Sonoraville, while explaining how strength of schedule and the GHSA power rankings influence playoff probabilities. Overall, the show mixed current sports headlines with in-depth Braves analysis and an early look at the upcoming high school football season.See omnystudio.com/listener for privacy information.
Dave Garner and Will Cooper covered a wide range of sports topics, beginning with Wimbledon, where they discussed Coco Gauff's semifinal match, the challenges of playing on grass, and previewed the men's semifinals while also debating which current summer sports storyline—the World Cup, Wimbledon, MLB, or NBA Summer League—will have the biggest lasting impact. The conversation then shifted to the Atlanta Braves, highlighting their 3-0 win over Pittsburgh, concerns about the team's recent struggles despite remaining atop the division, and a detailed discussion of Austin Riley's continued offensive issues and whether mechanical adjustments can revive his season. The second half of the show focused heavily on high school football, as Will Cooper unveiled preseason projections from the Cooper Predictor, breaking down playoff odds, region favorites, and expected records for North Georgia teams including North Cobb, Sequoia, River Ridge, Creekview, Woodstock, Gilmer, Pickens, Fannin County, North Murray, and Sonoraville, while explaining how strength of schedule and the GHSA power rankings influence playoff probabilities. Overall, the show mixed current sports headlines with in-depth Braves analysis and an early look at the upcoming high school football season.See omnystudio.com/listener for privacy information.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history. AGENDA: 00:00 – Why Frontier AI Demand Will Be Unlimited 08:00 – Open Models vs Frontier Models: Who Actually Wins? 17:00 – China's AI Advantage & The Distillation Debate 20:30 – Inside Sierra: The AI Agents Running the Entire Company 24:00 – The $100,000 Token Budget Every Engineer Will Soon Need 29:00 – Building AI for 40% of the Fortune 50 37:00 – Why Forward-Deployed Engineers Are the Future of Enterprise AI 43:00 – Sierra's Unusual Board Meetings & Billion-Dollar Company Playbook 48:00 – The Four Values Behind a $16B Startup: Craftsmanship, Intensity & Family 56:00 – Clay Bavor's Hiring Philosophy, AI-First Teams & What's Coming Next
Journey through the history of California's Sequoia Country as we explore the parks, people, and places that have shaped Tulare County—from giant sequoias and Indigenous heritage to military history, railroads, agriculture, and the communities that continue to preserve the region's remarkable legacy. In this episode of Big Blend Radio's California's Sequoia Country podcast, discover the fascinating stories behind Sequoia and Kings Canyon National Parks, the General Grant Tree, Colonel Allensworth, Native American tribes, historic communities, museums, and the agricultural traditions that continue to define this remarkable region. Learn how nature, history, and culture come together to create one of California's most inspiring destinations. Featured guests from the Sequoia Tourism Council include: * Suzanne Bianco – Visit Visalia: https://www.visitvisalia.com/ * Holly Streit – Sequoia & Kings Canyon National Parks:https://nps.gov/seki/index.htm * Shannon Schroth – Exeter Chamber of Commerce: https://www.exeterchamber.com/ * Dwight Miller – Exeter Historian
This week on the pod, Seth and Josh welcome Jimmy Tatro! Jimmy talks about growing up in Los Angeles in Venice, CA and the family trips that shaped his childhood. He shares stories from annual adventures to Sequoia family camp, long road trips to Colorado ski resorts, and the snowboarding accident that left him with a broken back. Jimmy also reflects on making early comedy and skate videos with his brother, the creative path that led to his career in entertainment, and what it was like working alongside Will Ferrell. Plus, he discusses a whirlwind trip to Japan to watch his brother compete in the Deaf Olympics, and he chats about his upcoming Netflix golf series, The Hawk! Get your tickets for Family Trips Live! 8/12 - Philadelphia: https://tickets.citywinery.com/event/family-trips-with-the-meyers-brothers-il7k6b 8/13 - Boston: https://tickets.citywinery.com/event/family-trips-with-the-meyers-brothers-iipsfk Watch more Family Trips episodes: https://www.youtube.com/playlist?list=PLlqYOfxU_jQem4_NRJPM8_wLBrEEQ17B6 Support our sponsors: Mint MobileTo get your new wireless plan for just 15 bucks a month, go to https://MINTMOBILE.com/TRIPS. That's it there's no catch.Upfront payment of: $45 for 3-months, $90 for 6-months, or $180 for 12-months, plan required, $15 per month equivalent. Taxes & fees extra. Initial plan term only. Greater than 50GB may slow when network is busy. Includes up to 20GB hotspot. Capable device required. Availability, speed & coverage varies. See MINTMOBILE.com for details Whisker Take an additional $50 off bundles with code TRIPS when you shop https://whisker.com/trips Learn more about your ad choices. Visit megaphone.fm/adchoices
Every morning, 26 million children in the US get on a school bus. It is the largest mass transit system in America, and it has barely changed in 80 years. There is no real-time tracking, no route optimization, and no visibility for parents. Bus drivers still rely on walkie-talkies and dispatchers still use fax machines. Nearly half a million diesel buses are moving those 26 million children, producing more than eight million tons of carbon annually. It is one of the most overlooked, high-impact decarbonization opportunities in the country. The question isn't whether this system will change. It's who is going to change it. Our guest has spent the last decade building the solution. Ritu Narayan is the Founder and CEO of Zūm, a full-service school transportation platform that is modernizing and electrifying the yellow school bus. Ritu grew up in India and was raised to value education and dream big. After graduating from the Delhi Institute of Technology (now NSUT), she moved to California where she became a product leader at Oracle, Yahoo, and eBay. She left a career at eBay to take the leap into entrepreneurship and started Zūm to solve a deeply personal problem: modernizing and electrifying student transportation. In our conversation, Ritu walks me through her journey, and what it takes to reimagine a system the whole country depends on and nobody talks about. Today, Zum serves more than 5,000 schools across 18 states and completed over 60 million student rides last year. Zum has raised $430 million from investors including Sequoia, SoftBank, GIC, and TPG, and launched the nation's first all-electric, vehicle-to-grid school bus fleet at Oakland Unified School District, returning energy to the electric grid while children are at school. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.
Brian Requarth is Founder and General Partner at Latitud — a Silicon Valley-based venture fund and platform that leads pre-seed checks into the top 1% of Latin American founders building global companies. Brian previously co-founded VivaReal, which merged with ZAP Imóveis in 2017 to form Grupo ZAP — later acquired by OLX Brazil for approximately $640M in 2020. Latitud's fellowship has accepted just 1% of 1,500+ annual applicants — harder than the Ivy League — and its 1,000+ alumni have collectively raised over $1B in venture capital. Portfolio companies include Pomelo, StarkBank, and Hyperplane (acquired by Nubank).In this episode, Brian shares why the share of LatAm founders building globally from day one has jumped from 3% to 46% in five years, and what's actually driving the shift. We cover what Founders Fund, Benchmark, Sequoia, Index, and Green Oaks are now underwriting in LatAm — and why the bet is increasingly on the founder profile, not the market, what Brian calls "minus one to zero" investing (versus Thiel's zero-to-one) and why Latitud writes checks before there's even a deck, the ELO-style algorithmic scoring system Latitud built — inspired by chess and tennis ratings — to filter 1,500 applications down to 50, why velocity of learning is the single most important variable he looks for in a founder, and why "if I get to move twice for every one of your moves, I can beat a grandmaster," the anatomy of a great early-stage fundraising round — sharpening the ax, calendar density, signal collection from named angels, and reverse-engineering investor psychology, why "síndrome de vira-lata" (the underdog mindset) is the biggest internal blocker for LatAm founders and how Bay Area exposure rewires it, the new wave of LatAm founders Brian is most excited about — including Mateus at Enter AI, Felipe and Yuri at Camu, and Thais at Taste building taste infrastructure for the AI labs, why Latitud built its entire community on a give-first mentality — starting with 150 Zoom calls during COVID and the $300K Facebook message that once saved VivaReal, why he believes the AI super cycle plus the mindset shift is the most important convergence in LatAm tech right now, and the one piece of advice he would pass to the next generation of Latin American founders.Subscribe to The J Curve Insider newsletter for deeper insights and follow Olga on LinkedIn and Instagram.
„Miałem wtedy 27 lat, gdy rozpocząłem tworzenie funduszu”. Co się dzieje, gdy zamiast podążać utartą ścieżką i kupować kolejne nieruchomości, rzucasz bezpieczny świat lokalnych biznesów i postanawiasz rzucić wyzwanie największym graczom na globalnym rynku venture capital?
Hast du schon mal einen Mammutbaum gesehen? Vielleicht im Redwood National Park im Norden Kaliforniens oder dem Giant Forest, der ebenfalls in Kalifornien liegt? Beides sind riesige Wälder mit uralten Bäumen, deren Kronen bis in den Himmel zu ragen scheinen. Der Redwood Forest liegt an der Pazifikküste, der Giant Forest dagegen an der Sierra Nevada, wo die Wurzeln der Sequoias aus den Flüssen gespeist werden. Heute nehmen wir dich mit zu den höchsten Bäumen der Welt. Was sie wohl schon alles gesehen und erlebt haben? Teilweise standen sie schon bevor es überhaupt erste Städte in Europa gab und voraussichtlich werden sie noch einige Jahrhunderte überdauern. Also lass uns einmal nachspüren. Wir, das sind Nale und Balto, möchten dich auf eine Reise schicken, damit du so die Sorgen des Tages hinter dir lassen kannst. Unsere Geschichten sollen dir dabei helfen, zur Ruhe zu kommen und langsam in einen verdienten und erholsamen Schlaf zu gleiten. Wir wünschen dir eine gute Nacht, schlaf schön! Konnten wir dir beim Einschlafen helfen? Hast du eine Idee, wo die nächste Reise hingehen soll? Dann schreib uns gerne an geschichtenzumeinschlafen@julep.de. Wir freuen uns sehr, von dir zu hören! ***GzE Sternwarte*** Unterstütze unseren Podcast, höre alle Episoden ohne Werbung und freu dich auf viele weitere Vorteile unter www.steadyhq.com/gze ✨ Vielen Dank für deine Unterstützung! ***Werbung*** Informationen zu unseren Werbepartner:innen findet ihr unter: https://linktr.ee/einschlafen Vielen Dank an unsere Partner:innen, die es uns ermöglichen, euch weiterhin beim Einschlafen zu helfen. Host: Nale und Balto Text: Anja Lehmann Musik: Milan Lukas Fey Produktion & Schnitt: Martin Petermann Eine Produktion der Julep Studios
Charlie Fink, Ted Schilowitz, and Rony Abovitz take the full hour to work through the most consequential AI and spatial computing stories of the moment — unfiltered, in depth, and without the usual polite hedging that comes with having someone on to promote something. This is a pure news and commentary episode, and the news is strange enough that three experienced people sitting in a room still cannot fully account for it.AI XR News You Should Know:The OpenAI vs. Elon Musk case concluded without a clear ruling, but the more durable observation is what the whole saga revealed about Sam Altman. He has now survived being ousted by his own board (which he subsequently dismantled), a high-profile lawsuit from Elon Musk, and senior rivals leaving for government roles. Rony frames this through the Overton window — Altman studies what society is prepared to accept at any given moment and positions himself precisely there. Ted references a New Yorker profile that describes Altman as having a politician's gift for telling people what they want to hear until it becomes true. The financial architecture underneath the AI boom looks precarious on close inspection. SpaceX, widely assumed to be profitable, is losing five billion dollars a year. Anthropic is spending three dollars for every dollar of revenue it generates — and is paying SpaceX approximately one billion dollars a month for compute through roughly 2030. Rony's framing lands hard: two money-losing entities are funding each other while NVIDIA captures all the margin in between. Sequoia published a fifty-page analysis arguing the economics cannot work — while simultaneously holding positions in the companies it is critiquing. Google I/O delivered less on wearables than expected, but the real story was a deliberate strategic decision to put Gemini at the center of the company's entire product surface — effectively cannibalizing an eighty-two-billion-dollar search business before a competitor does it for them. The Innovator's Dilemma, run on purpose. On the hardware side, Android XR glasses are designed to be imperceptible as technology — thin temples, hidden camera portals, frames that belong in an optometrist's display case rather than a trade show floor. Rony notes that Google's glasses almost certainly incorporate Magic Leap optics, following a partnership announced in fall 2025. [00:00] – Cold open and episode framing: why there is no guest today and what the trio plans to cover.[04:15] – OpenAI vs. Elon Musk non-verdict: what the outcome (and lack of one) actually reveals.[09:30] – Sam Altman and the Overton window: Rony's read on how Altman has survived everything thrown at him.[16:00] – Anti-AI backlash on campuses: Eric Schmidt booed at University of Arizona, YouGov poll showing 69 percent of young people negative on AI, and what the demographic gradient means.[24:45] – SpaceX financials and the AI funding loop: the five-billion-dollar annual loss, Anthropic's burn rate, and Charlie's Ponzi scheme framing.[33:20] – Sequoia's fifty-page report and the ad model endgame: Ted's argument that Google wins because they already know the business model.[41:00] – Google I/O: the deliberate destruction of the search business, Android XR glasses, and why distribution beats specifications.[49:10] – AI accountability and the airplane analogy: Ted's line, Rony's "underground noise" from generals and CTOs, and the problem of regulatory vocabulary.[55:30] – Palantir, dual-use opacity, and the Lookout Mountain Air Force Station story: Rony on Jared Leto, classified film studios, and Cold War bunkers in Laurel Canyon.[01:01:00] – The success ledger: who is measuring impact, and what should actually count as winning.This episode is sponsored by Zappar and Mattercraft. Mattercraft is Zappar's web-based platform for building augmented reality experiences without an app. Find them at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.
Nicolas Darveau-Garneau is the founder of Garneau Digital Advisors, is the former chief evangelist of Google, and is the author of the book Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World's Most Successful Companies. Greg and Nicolas discuss how AI systems are akin to powerful “genies,” but the real power and risk come from the “wishes” humans give them. With everyone having similar access to similar “genies,” the true differentiation will come from the strategy behind their use. Nicolas emphasizes the need to think carefully about how we measure success in marketing and other areas of business. Often we focus on metrics that are easier to capture as opposed to the ones that really matter for achieving our goals. He also claims that companies that fail to articulate their goals in marketing are most likely to fail in other areas. *unSILOed Podcast is produced by University FM.* Episode Quotes: The real power of AI is not the AI 55:47: The whole point of AI is that we're building these amazing genies, but the power isn't in the genie. The power is in the wish. We have to think very carefully about what we ask these genies to do for us. By the way, I actually think that is going to make us even more human, right? And we have to really do some deep ethical thinking, some deep value thinking, and really give these AIs the right wishes. And then I think we will thrive and be fully human. But if we give these AIs the wrong wishes, then AI can send us into a tailspin, not only as companies but as a society, pretty fast. Most companies start with the wrong wish 02:42: So, as Google's [former] chief evangelist, I met over 1,000 companies in five years, and what I noticed was that, even in marketing, 90% of the time the teams were asking for the wrong wishes. Stop designing for the average customer 16:33: So the trick is not to test or design your customer experiences for the average customer. It is to actually build customer experiences for your best customers. Very, very few companies do it this way, right? And so, once you can predict the customer lifetime value of a brand-new customer or an existing customer, the entire corporate strategy should revolve around it. Show Links: Recommended Resources: UnSILOed 598: Guy Kawasaki - Becoming an Evangelist UnSILOed 102: John List - It's Almost Impossible To Undo A Bad Idea Customer Acquisition Cost Customer Lifetime Value Peter Fader Guest Profile: LinkedIn Profile Guest Work: Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World's Most Successful Companies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SpaceX's $1.75 trillion IPO wasn't just a liquidity event for Elon Musk. It was the final step in a four-year bailout of the investors who backed his $44 billion Twitter acquisition. The SpaceX IPO closed an "amalgamation escalator" that converted depreciated Twitter equity into premium SpaceX stock, delivering a nearly 200% return to the private partners who'd been stuck holding the bag since 2022.This episode breaks down how the Twitter-to-SpaceX pipeline actually worked. The mechanics: Twitter merged with xAI in March 2025 at a $33 billion valuation, wiping out Twitter's standalone losses on paper. xAI then merged into SpaceX in February 2026. When SpaceX went public in June at $1.75 trillion, every original Twitter investor (the Saudi PIF, Sequoia, Andreessen Horowitz, Larry Ellison, Jack Dorsey) ended up holding SpaceX Class A shares worth roughly triple what they'd paid for the original Twitter position.The financial mechanics are clean. The governance questions aren't. SpaceX's multi-class share structure gives Musk absolute voting control regardless of his economic stake. The xAI absorption diluted core SpaceX value (launch and Starlink) to subsidize an AI division that lost $14 billion last year. And the $1.75 trillion valuation depends partly on SpaceX's pivot to space-based AI data centers, a technical bet that analysts are openly skeptical about.The SpaceX IPO also lands in the middle of an AI capex cycle that's pricing in perfection. Anthropic just filed for an IPO at $965 billion. OpenAI filed at $852 billion. SpaceX bought Cursor for $60 billion days after going public. The "Muskonomy" thesis (cross-subsidizing underperforming ventures with star assets, then taking the bundle public) only works if public market investors keep paying premium multiples on operational losses.This episode covers how Twitter equity got laundered into SpaceX stock, why the Saudi PIF was the biggest winner of the SpaceX IPO, what Musk's dual-class share structure means for minority shareholders, and whether the "amalgamation escalator" model becomes the template for the next wave of private-market exits.Keywords: SpaceX IPO, Elon Musk Twitter, $1.75 trillion valuation, xAI merger, Musk Twitter bailout, SpaceX Class A shares, amalgamation escalator, Saudi PIF, Sequoia, Andreessen Horowitz, Muskonomy, AI IPO 2026, dual-class shares, space data centers.
Mangesh hops a train to Boston, where he tries on a special suit that turns him into an 80-year-old, discovers the connection between elderly worms and high-end longevity supplements, and meets a scientist who’s growing brains in petri dishes (when she’s not throwing dance parties for mice). Plus: What really happened to Ted Williams’ frozen head? Learn more about AGNES and Joe Coughlin’s work at the MIT AgeLab Learn more about William Mair’s work with the Harvard Healthy Aging Initiative Read Lenny Guarante’s research on SIR2 and the mechanisms of aging Watch Li-Huei Tsai’s TED Talk about treating Alzheimer’s with light and sound, and learn more about the MIT Aging Brain Initiative Special thanks to Azadi Records and Bliss Samsa for their beautiful tracks, and Botany for the score. Episode collage art by Vahini Shori. CORRECTION FOR THIS WEEK: Lenny was contacted by Sequoia, and a then-Sequoia partner is the co-founder and CEO of Elysium, but Sequoia is not an Elysium investor. The company is backed by other venture capital firms.See omnystudio.com/listener for privacy information.
In this episode, Chris sits down with Ben Nowack, co-founder and CEO of Reflect Orbital, one of the first companies building satellites that redirect sunlight from orbit to specific spots on Earth - with the goal of delivering sunlight on demand, 24/7. Why would you want sunlight 24/7? Agriculture and farming, construction projects, rescue missions, military operations, powering solar panels closer to 100% of the time instead of ~30%, etc. Ben started Reflect in 2021. He spent the first year in a garage, $60k in credit card debt, before a $350k raise came in. Reflect has now raised more than $35 million - Sequoia led the seed (its first space investment since SpaceX), Lux Capital led the $20M Series A - and launches its first satellite later this year. They discuss: - A speech Gwynne Shotwell gave during his tenure at SpaceX that he will never forget - What he learned while working at SpaceX that he implements at Reflect - The story of building the actual company and why building hardware is hard - How they think about vertical integration - The trillion $ business case for redirecting sunlight - How he recruits technical talent - what works and what doesn't Timestamps: (0:00) Intro (1:07) "Rockets Are Cool, But They're Not the Big Money Makers" (7:00) Lessons from SpaceX: What Ben Took (and Left Behind) (16:35) The Origin: From High School Fusion Reactors to Reflect Orbital (25:10) The Fossil Fuel Problem and Why It's So Hard to Beat (28:37) "By 3 AM You Have a Minimum Viable Financial Model" (35:44) The Breakthrough: Putting Mirrors in Space (41:00) Building the First Satellite (51:03) First Satellite and Seven-Figure Demand Nobody Expected (57:00) The Constellation Plan: 18 Satellites, Global Coverage (1:10:00) What It's Like to Order Sunlight (1:22:00) Why Fashion Designers Build Better Spacecraft Than JWST Engineers (1:25:36) The 10-Year Vision: Starship, Scale, and Powering the Earth Find our sponsors: Collateral Partners - https://collateral.com/fort Relay Human Cloud - https://www.relayhumancloud.com/powers/ Download FastJets: iOs: https://apps.apple.com/us/app/fastjets/id6756160345 Android: https://play.google.com/store/apps/details?id=com.flyjetting.app Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN. AGENDA: 00:00 – Why AI Means Everyone Will Become a Builder 04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling? 06:45 – The Rise of the 100x Engineer & Load-Bearing Talent 08:00 – The New Executive Job: Allocating Tokens Like Capital 10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional? 12:45 – The AI Value War: Models vs Applications vs Infrastructure 18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning 22:00 – Why AI Spend Could Soon Exceed Developer Salaries 24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work 28:00 – What Makes a Great Engineer in the Age of Agents? 35:00 – Jobs That Will Disappear First Because of AI 40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term 46:00 – From String Theory to Startup Founder: The Sequoia Origin Story 52:00 – The Meeting That Led to Sequoia's First Check 58:00 – Why America's Lack of Frontier Open Models Is Embarrassing 1:08:00 – What Matan Looks for in Every New Employee 1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes 1:16:00 – The Most Important Prediction Matan Has Changed His Mind On
SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg) Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT) Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch) Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg) MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap) Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters) Longreads As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ) Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribe to This Week in Hospitality wherever you get you podcasts: Spotify - https://open.spotify.com/show/5oPExA0txHMjEI5Ye13IUy Apple Podcasts - https://podcasts.apple.com/us/podcast/this-week-in-hospitality/id1849637233 Youtube - https://www.youtube.com/@ThisWeekinHospitality Two of the biggest casino operators in the world became takeover targets in the same week — and the squad has thoughts. Barry Diller's People Inc. just offered $18 billion to take MGM Resorts private, days after Fertitta agreed to buy Caesars. MGM's own CFO didn't argue the company was fairly valued — he argued investors aren't doing the work. Ben, Scott, and Edwin debate whether public markets are simply too lazy to underwrite experience-driven hospitality, and what the next-generation casino actually looks like. Then: the deal that almost rewrote the industry. On a recent podcast, Airbnb's former Chief Strategy Officer Chip Conley revealed that Marriott and Airbnb spent six months negotiating a major partnership in 2016 — including talk of earning and burning Bonvoy points on Airbnb stays — before Marriott's owners killed it. Was it the most expensive "no" in hospitality history? Plus: Zach got access to Odesia, the AI travel search platform from Sonder's co-founder that just landed $6M from Sequoia — and it's the best AI trip-planning experience he's seen, full stop. And a new survey of 2,000 travelers reveals what premium guests will actually pay more for: quiet rooms, verified sustainability, and tech that connects rather than dazzles. Spoiler — it's a home-field advantage for independents. Spice of the Week covers a sandwich shop that turned away revenue over a tiny dog, why full hotels fool owners into thinking their marketing works, the OTA-fee budget shell game, and Zach's big announcement: Journey's new strategic partnership with Cloudbeds. This Week in Hospitality is presented to you by Journey. Journey is a loyalty platform built specifically for independent boutique hotels and high-touch hospitality brands. Our mission is to give operators the same powerful rewards engine, data intelligence, and guest insights that major chains rely on — without asking them to give up the individuality, soul, or story that makes their property extraordinary. If you're an owner or operator of an extraordinary, independently owned and operated hotel or residence — and you want to see whether your property is a fit for the Journey Alliance — you can learn more and apply at https://www.journey.com/alliance Key Topics & Timestamps 00:00 — Intro 05:08 — Story #1: MGM's Take-Private Bid and the Value of Live Experience 16:31 — Story #2: Marriott and Airbnb's Partnership That Never Happened 33:43 — Story #3: Travelers Will Pay More for Quiet, Calm, and Credibility 44:54 — Spice of the Week Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/ Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/ Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/ Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/
As Halle Stanford drove through Topanga Canyon in Southern California, with Dolly Parton blasting from the car speakers, she was struck by a moment of inspiration. “I had this vision of a little hedgehog on the side of the road in her little pink hiking boots, with her guitar in her bag, out to find the wows of the world,” says Stanford, an independent television producer. A few days later, she came across research from UC Berkeley's Greater Good Science Center showing that awe — the emotion we experience when we encounter vast mysteries that we don't understand — inspires us to care for the planet and one another. “And I was like, ‘Bingo, that's it.'”That connection became the basis for Wowsabout, a new Jim Henson Company puppet preschool special on PBS designed to bring awe to young audiences. Created by Stanford and puppeteer Dorien Davies, the 30-minute special maps the journeys of Roxy, a free-spirited hedgehog, and Ronald, a fastidious city pig, as they explore Sequoia National Park. Together, they experience moments of awe, like when standing beneath towering Sequoias and watching migrating California tortoiseshell butterflies. And they meet others along the way, including Pekan, a puppet representing the endangered southern Sierra Nevada fisher who guides them to see historic pictographs carved into the park's rock formations. Awe isn't a luxury emotion, but an evolutionary necessity, says Dacher Keltner, a Berkeley psychology professor and the founding director of the Greater Good Science Center. “It makes kids kinder, it makes kids more creative. … Awe really helps kids stay curious, and be in love with big ideas.”Keltner has studied the science of awe for more than a decade, and in 2023 published the book Awe: The New Science of Everyday Wonder and How It Can Transform Your Life. He served as a science consultant and co-executive producer for Wowsabout. In this episode of Berkeley Talks, Stanford and Davies join Keltner and others from the Greater Good Science Center — education director Vicki Zakrzewski and parenting program director Maryam Abdullah — in a talk moderated by Sarah Bracken, education outreach and school partnerships manager at the center. The group discusses the logistical hurdles of translating wonder into film and why cultivating everyday curiosity has become an essential antidote to modern social disconnection. The conversation took place on May 13 and was hosted by the Greater Good Science Center. Watch a video of the panel discussion. (The screening of Wowsabout was removed from the recording for copyright reasons.) Audiences can watch the full Wowsabout special for free on PBS Kids.Listen to the episode and read the transcript on UC Berkeley News (news.berkeley.edu/podcasts/berkeley-talks).Music by by HoliznaCC0.Photo courtesy of The Jim Henson Company. It's a screenshot from Wowsabout that shows Ronald, the pig puppet, sitting on a mossy log in a forest campsite, smiling happily while holding a park booklet. Hosted on Acast. See acast.com/privacy for more information.
This Week In Startups is made possible by:NetSuite - Netsuite.com/TWiSTDeel - Deel.com/TWiSTSquarespace - Squarespace.com/TWiSTTwo days before SpaceX launches the largest IPO in history at a flat $135/share, our VC roundtable drops a scorcher: The top 1% of seed deals might actually be underpriced. Plus: the "Sequoia scam" dual-tranche controversy, tokens-for-equity deals, and whether Claude Fable 5 is a true step function.Tomasz Tunguz (Theory Ventures), Michael Downing (Castalia Capital), and Paige Doherty (Behind Genius Ventures) join Alex to go deep on Seed investing, startup economics, AI spend, and the impact of smarter AI on the founder journey.Guest Links:Tomasz Tunguz: https://x.com/ttunguzTheory Ventures: https://theoryvc.com/Michael Downing: https://www.linkedin.com/in/michaeldowning/Castalia Capital: https://castalia.capital/Paige Doherty: https://x.com/paigefinnnBehind Genius Ventures: https://www.behindgeniusventures.comShow Links:Anthropic's IPO announcement: https://www.anthropic.com/news/confidential-draft-s1-secOpenAI's IPO announcement: https://openai.com/index/openai-submits-confidential-s-1/Bending Spoons F-1 filing: https://www.sec.gov/Archives/edgar/data/2004711/000110465926071170/tm2613674-7_f1.htmSpaceX IPO filing: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htmBrendan Foody's post on Sequoia: https://x.com/BrendanFoody/status/2063470286515683759Claude Fable 5: https://www.anthropic.com/news/claude-fable-5-mythos-5OpenRouter data on Chinese models: https://openrouter.ai/rankings?view=daySaronic: https://www.saronic.com/MotherDuck: https://motherduck.com/Nox Metals: https://noxmetals.co/Timestamps:0:00 Tomasz Tunguz, Michael Downing & Paige Doherty join2:07 The SpaceX IPO and the IPO window4:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!6:30 The new bar: 10x growth (not 3x) to raise a great Series A8:46 Net-new AI budgets9:46 Squarespace: Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.11:09 How some founders are outgrowing venture capital11:44 The power pendulum swings back to founders12:46 SpaceX vs. OpenAI vs. Anthropic: Which IPO is most enticing?19:53 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.26:07 Tokens-for-equity, GPU-hours-for-equity & the financialization of compute28:35 Founders airing VC dirty laundry (napping VCs included)29:56 Netsuite - The business landscape is very chaotic right now. That's why you need NetSuite, by Oracle. Get the free business guide Demystifying AI at https://Netsuite.com/TWiST36:38 Claude Fable 5 first impressions: pricing, benchmarks & orchestration45:42 Where value accrues: application layer vs. models vs. private data1:00:06 Nationalization of AI labs: Bernie Sanders, Sam Altman & Trump agree?!1:01:25 Portfolio spotlights: Saronic, MotherDuck, and Nox MetalsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanis
We discuss Apple's WWDC 2026 announcements. Some of them weren't even about AI. Dan rounded up a lot of the smaller features that Apple only showed briefly onscreen.If you want to help out the show and get some great bonus content, consider becoming a Rebound Prime member! Just go to prime.reboundcast.com to check it out!Were you aware that you could buy things from us?! That's right! Shirts, iPhone cases, mugs, hats and one other type of thing are all available from our Rebound Store!
It is Ashe's golden age birthday (47, an even MAGA number) and the ladies open with the most on brand baroque dinosaur and clown birthday card from Archangel Michael, leaf photo challenge submissions that look professionally lit, and a coffee photo challenge fail that Ashe is fully embracing. Ashe then digs into the history of her own birthday: James Madison introducing the Bill of Rights in 1789 (the part she would never let them change), George Orwell's 1984 published in 1949 with a passage about lack of understanding keeping people sane, and the 1967 attack on the USS Liberty. Christy takes the professor chair for mad as a hatter, which turns out to come from actual mercury poisoning in seventeenth century French hat makers and not Lewis Carroll's Alice in Wonderland. Ashe walks through CannCon's research on Smartmatic and how its Venezuelan code lives on inside Dominion and Sequoia, the LA Spencer Pratt election circus, and Trump walking off Kristen Welker's barn set after she demanded evidence the media already knows exists. Cristina from Rise Attire joins to debut The Crystal Veil, her first short film and the start of Dauntless Tales, a stylized AI fantasy series in the spirit of Dark Crystal and Legend, with a Guy Fawkes knight, an allegory for a different psyop in every episode, and a reminder that our kids need to see good guys win.
What if the broker channel — often written off as too traditional, too slow, too analogue — is actually where AI's impact on insurance will be felt most?Alex sits down with Martin F., co-founder of Foliume, to explore exactly that question in this week's episode.Founded in 2022, Foliume is on a mission to reinvent insurance distribution by putting AI at the centre of how brokers and agencies work — reducing the administrative burden that consumes their days and giving them back time to do what they do best: build relationships, understand risk, and serve customers.Martin breaks down Foliume's dual AI approach — assisted tools that keep brokers in control, and autonomous systems capable of handling customer interactions end-to-end across channels like WhatsApp — and explains why getting that balance right is everything.The conversation covers:
NIO is playing a different game — and Motley Fool just called it out. While competitors chase export volume and watch margins collapse, NIO focuses on winning the domestic market with brand, tech, and community.William Li's warning that China's automotive golden era is over actually strengthens NIO's positioning in a mature, saturated market. Plus: Uber burned through its full 2026 AI budget by April, one company hit a $500 million Claude bill, enterprise AI costs are exploding, and founders are finally naming names on VC horror stories (including Sequoia passing on today's $87B Cloudflare). May jobs report (+172k) adds macro pressure for the new Fed chair.Real talk from Obi: NIO's strategy looks increasingly smart, the AI spending narrative is getting stress-tested, and capital allocation biases have real consequences.Dial Tone: A Modern Salesman's Story — my debut novel. Pre-order now on Amazon (E-book ready, hard copy June 12th).
This week on our Vino Lingo segment we feature Jesse Fox, Winemaker, Sequoia Grove, Napa Valley, defining the term “Complexity”. Learn more by visiting sequoiagrove.com.
A background in the culinary world is a huge plus for a winemaker, and Jesse Fox has just that. Jesse the Winemaker at Sequoia Grove Winery in Napa Valley and his time as a chef has certainly paid off. I caught up with Jesse when he visited Milwaukee just a few weeks ago while on [...]
Mark Pincus is the creator behind Farmville and Words with Friends. He built Zynga into one of the biggest gaming companies in the world and helped shape the early era of social products on the internet. In this conversation, he breaks down how great founders spot winning ideas early, why most startups build the wrong thing, and how products become part of people's daily lives. He shares lessons from building Zynga, missing the opportunity behind social networking before Facebook took off, navigating platform risk during Zynga's explosive growth, and rebuilding his confidence after major failures. You'll learn how to test ideas faster, what separates products people try from products people love, how to avoid “death by compromise” as a founder, and why the best builders stay obsessed with what users actually want. + Members get the longer, extended version of this conversation, with additional content not included in the public release. Join Now. + +Pre-order Life at the Speed of Play: Launch Products People Love! ------ Timestamps: (00:00) The Principles of Great Products (01:34) How to Test if Your Idea Has "Heat" (04:02) Falling Out with His Father (06:14) Early Career Fails (09:27) The Presentation that Kicked him out of Bain (12:04) The Book of Life System for Making Strategic Decisions (17:56) Why Your Instincts are Good and Your Ideas are Bad (22:29) Copying is the Key to Great Product Design (23:22) System for Building Great Products (24:05) How to Use "Proven Better New" to Build Ideas (27:39) Why Deconstruction Leads to Better Products (29:33) All Founders Go Through This (35:14) How Zynga Changed Social Gaming (37:25) Pitching Zynga to Steve Jobs (40:36) The Fatal Mistake Founders Make (41:24) The Fight Between Peter Thiel and Sequoia (43:03) The Explosion of Farmville (45:45) Zynga's Near-Death Experience on Facebook (48:36) Why Failure Machines Reveal Your Best Ideas (49:28) The Thing that Almost Killed Words with Friends (53:05) Why the Minimum Viable Product Approach is Hurting You (54:03) Building Fast is More Important than Building Right (56:19) How Zynga Missed Their Instagram Moment (58:50) Your Company Should Be a Democratic Dictatorship (1:02:25) How to Build a Meritocracy in Your Company (1:03:44) Jeff Bezos' Invaluable Management Trick (1:05:25) Bezos Hack: Scaling Leadership with Tech Assistants ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter ------ Follow Shane Parrish: X: https://x.com/shaneparrish Insta: https://www.instagram.com/farnamstreet/ LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/ Follow Mark Pincus LinkedIn: https://www.linkedin.com/in/markpincus/ X: https://x.com/markpinc ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. https://coinshares.com/ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ Join the salty rebellion: https://drinklmnt.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
“I don't look to companies to be moral guides. I want them to be good companies. When you invest in the stock market, you want them to be growing fast and making profit. That's it. There's nothing more to it.” — Keith Teare If it's Saturday, it must be our weekly tech show. Before we went live, That Was the Week publisher Keith Teare told me it wasn't a big news week. He was wrong, of course (as he often is). The really BIG news this week, which Keith conveniently missed, is that Anthropic overtook OpenAI as the world's most valuable AI startup. Dario Amodei's AI startup raised $65 billion this week, putting its valuation at $900 billion, way ahead of OpenAI's last round at $730 billion. Keith says, without any proof, that they've cooked their numbers. Which makes this week's news even tastier. The more interesting story, for Keith at least, is Sam Altman's latest pivot: that humans need stakes in the AI platforms whose wealth they help create. Rather than Patagonia-style moral corporations (which Keith says would make him “throw up”), it should be the responsibility of the state or government to make capitalism more moral. But even slippery Sam got outpivoted this week by Anthropic, who sent a co-founder to Rome to do a deal with the Pope. Leo XIV's new encyclical, “Magnifica Humanitas,” is Anthropic's papal pivot. It's the smart model for value investing in the AI age. Five Takeaways • Anthropic Tops OpenAI — But the Numbers May Be Wrong: Anthropic raised $65 billion this week at a $900 billion valuation, overtaking OpenAI's last round at $730 billion. The VCs backing it — Green Oaks, Sequoia, Altimeter, Dragoneer — are credible. Andrew's argument: they've seen the books. Keith's counter: the VCs are playing a different game. They expect two to three times their money at IPO and they'll probably get it — not because the revenue numbers are solid, but because the only way is up right now. The real test: the S-1, which requires audited accounts. Keith's prediction: the revenue numbers will look different when the SEC sees them. • Dario's Credibility Problem — But Claude 4.8 Is Fantastic: Keith has consistently characterised Dario Amodei as “slightly juvenile” and has long been sceptical of Anthropic's public positioning. This week he cites Om Malik and the All In podcast in support of the revenue numbers critique. But he is careful to separate the man from the product: Claude 4.8, released two days ago, is “fantastic.” At SignalRank, Keith's firm, Claude rebuilt an entire agent valuation workflow in an hour that would have taken days manually. Andrew's observation: Andrew is now Anthropic's newest fan. He has replaced Spurs with Anthropic as his team. • Altman's Pivot: From UBI to Ownership: Sam Altman has shifted his public narrative on AI and labour. Previously: UBI — universal basic income — as the answer to mass unemployment. Now: ownership. Humans need to own stakes in the AI platforms whose wealth they help generate. Not welfare. Not redistribution. Ownership. Keith's verdict: it's an interesting and significant move. More interesting than Amodei's continued fearmongering about AI devastation. Andrew notes that Altman seems to have genuinely grown up in the last two months. His tone is markedly different. • Patagonia Capitalism Would Make Keith Throw Up: The week's interview of the week: Eric Ries on Incorruptible, arguing that great companies stay great by choosing a higher moral purpose — the Patagonia model. Keith's response: it would make him throw up. He doesn't want companies to be moral guides. He wants them to be profit machines. Moral guidance is the job of politics. And politics, he acknowledges, is massively disappointing. He does agree with Ries on one thing: Sundar Pichai, as an individual, should care about the future. But Google's job is to make money. That's it. • Where Does Moral Guidance Come From? The Populists: Andrew's closing question: if not corporations, not politicians, not the pope — where does moral guidance come from? Keith's reluctant answer: the populists. Because the people care. They care about the future. And in the absence of politicians they can trust, they go elsewhere. Keith sees this as inevitable rather than desirable. Populism is the unintended consequence of political failure. The people filling the gap that broken institutions left. It's not a solution. It's a symptom. About the Guest Keith Teare is a British-American entrepreneur, investor, and publisher of the That Was the Week newsletter. He is a co-founder of TechCrunch and Andrew's regular TWTW co-host. References: • That Was the Week by Keith Teare. • Om Malik, “The Copy and the Guru” — the post on Anthropic's revenue numbers referenced in the conversation. • All In Podcast — referenced for the Anthropic S-1 revenue discussion. • Episode 2921: Eric Ries on Incorruptible — the interview of the week discussed in the show. • Episode 2915: Keith Teare on capitalism and AI — the preceding TWTW, referenced at the opening. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,900 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstackYouTubeApple PodcastsSpotify Chapters: (00:31) - Introduction: ten days since the last TWTW (01:01) - The big news: Anthropic tops OpenAI at $900 billion (01:53) - Keith's reaction: both true and BS (02:22) - OpenAI is further ahead on IPO filing (03:15) - Om Malik and the revenue numbers: what does misleading mean? (03:41) - The All In podcast and Dario's credibility (04:21) - Anthropic's $65 billion raise: the VCs' game (04:42) - But Claude 4.8 is fantastic: the SignalRank story (06:16) - Dario vs Sam: who's more grown up? (07:00) - Altman's pivot: from UBI to ownership (08:00) - Keith admits he was wrong about OpenAI's dominance (09:47) - What did Keith get wrong? (10:36) - Corporate vs consumer AI dominance (15:00) - Agentic AI: the big theme in Keith's newsletter (20:00) - The pope: Leo XIV and AI (25:00) - Moral cap...
Today, Ryann and Sequoia are losing it over JoJo's cancelled return to Broadway, Love Island USA's note to fans ahead of the S8 cast announcement, Sean Evan and KeKe Palmer's interview on Baby, This Is KeKe Palmer, and Cynthia Erivo's interview with Vanity Fair. JOIN OUR PATREON: https://patreon.com/FreshlyPopd Learn more about your ad choices. Visit podcastchoices.com/adchoices
nFactorial Intelligence - еженедельный обзор новостей из мира стартапов и ИИ Cтратегия DeepSeek на $10 трлн против Nvidia, Марк Андриссен у Джо Рогана за 3:20:00 раздаёт AI-альфу, плагины Higgsfield внутри Adobe Premiere и After Effects, Гэвин Бэйкер объясняет почему AI-цикл избежит пузыря, а Джеффри Хинтон предупреждает что спать спокойно не стоит, AMD пробил $500; Миядзаки в 2016 назвал AI-анимацию оскорблением жизни, Гарри Тан из YC: «moat — это глагол», Андриссен про успешные компании из «product first», Пол Грэм рисует Пифагора 14-летнему сыну и спорит о бросании учёбы в 18, Безос объясняет почему никто не копирует «get-rich-slowly» Баффетта, Стэнфорд доказал что прогулка даёт +60% креатива, парадокс AI от Дэна Шиппера, Канат Байгарин про физику плазмы, почему Кристофер Нолан не пользуется email, Альфред Лин из Sequoia про конечные и бесконечные игры Упомянутые ссылки: https://spotlight-panic.vercel.app/ - Spotlight Panic: вайб-кодинг игра для nFactorial AI Cup https://frog-pond4.vercel.app/ - Frog Pond Final: ещё одна работа с nFactorial AI Cup https://aldar-kose-aul-quest.vercel.app/ - Aldar Kose Aul Quest: казахский фольклор в вайб-кодинг игре https://nfactorial-school.kit.com/posts/nfactorial-weekly-20-3 - 3 эпизода Acquired про Costco, Nvidia и Berkshire Hathaway https://x.com/Hesamation/status/2059660001581441165 - Миядзаки в 2016 году увидел AI-анимацию и сказал: «оскорбление жизни, конец света близок» https://x.com/ramit/status/2059754959516873149 - Рамит Сэти ушёл в 3,5-месячный саббатикал: Барселона, Париж, Марракеш, Япония https://x.com/levelsio/status/2059351181516816409 - AMD пробил $500: levelsio поздравляет всех, кто зашёл в позицию https://x.com/higgsfield/status/2059690191187824681 - Higgsfield запускает плагины для Adobe Premiere Pro и After Effects https://x.com/paulg/status/2059618578211438884 - Пол Грэм нарисовал 14-летнему сыну доказательство теоремы Пифагора https://x.com/Giuliano_Mana/status/2059634348597330326 - Джулиано Мана: «Я думаю об этом каждый божий день» https://x.com/StartupArchive_/status/2059301030278595016 - Гарри Тан из YC: «Moat — это не существительное, это глагол» https://x.com/ihtesham2005/status/2058920173491695764 - Стэнфорд доказал: прогулка повышает креативность на 60% https://x.com/paulg/status/2059011859953410286 - Пол Грэм: идея стартапа невалидна, если работает только при толпе пользователей https://x.com/gdb/status/1621333381836570627 - Грег Брокман вспоминает как стартовал OpenAI https://x.com/Scobleizer/status/2058720543780786413 - Скобл: пришло время фаундерам подавать заявки на YC и аналоги https://x.com/StartupArchive_/status/2058878244901052849 - Марк Андриссен: успешные компании всегда стартовали «product first» https://x.com/CAronitpereira/status/2058596815679983909 - Кейс Gillette: 100 лет доминирования в бритвах как тезис для инвестиций https://x.com/paulg/status/2058492772726804943 - Пол Грэм против бросания учёбы в 18 ради стартапа https://x.com/nikunj/status/2059772109480718814 - Никундж Котхари: «Покажите миру свою одержимость» https://x.com/MilkRoadMacro/status/2058162358242140326 - Гэвин Бэйкер объясняет, почему этот AI-цикл может избежать пузыря https://x.com/ayushjaiswal/status/2058272419106951345 - Аюш Джайсвал об интервью с Илоном: «лучший опыт собеседования в жизни» https://x.com/SJosephBurns/status/2058108196787499495 - Безос про Баффетта: «Get-rich-slowly — поэтому никто не копирует» https://x.com/MidnightMuse___/status/2058208882636607854 - Почему у японских пар самые стабильные браки: одно правило, которое игнорируют западные терапевты https://x.com/bookwormengr/status/2057909493250539891 - Стратегия DeepSeek на $10 трлн: Китай строит свою AI-индустрию железа https://x.com/itsolelehmann/status/2057909733491937555 - Марк Андриссен у Рогана: 3 часа 20 минут чистой AI-альфы https://x.com/aakashgupta/status/2057744283256696989 - Почему Кристофер Нолан не пользуется e-mail https://x.com/sairahul1/status/2057808907553431946 - Крёстный отец AI: «Если ты спокойно спишь — ты невнимательно следишь» https://x.com/Alfred_Lin/status/2057870289783156835 - Альфред Лин из Sequoia: в бизнесе есть конечные и бесконечные игры — играть надо в обе https://www.youtube.com/watch?v=1gn0i2AUXik - Канат Байгарин про физику плазмы и термоядерный синтез https://www.youtube.com/watch?v=nQVDi79A4JI - Эпизод 1: как строится компания на миллиард долларов https://www.youtube.com/watch?v=4D3hDmGhFhA&list=WL&index=6&t=3365s - Парадокс AI от Дэна Шиппера: больше автоматизации — больше людей и больше работы https://www.youtube.com/watch?v=tqOCyhXnKYA&list=WL&index=2&t=8721s - Бердыев как мыслитель: выше Де Дзерби — только Анчелотти https://www.youtube.com/watch?v=MLagAm1sWIE&list=WL&index=3 - Саша Барон Коэн больше не вернёт Али Джи и снимется в «Ladies First» https://www.youtube.com/watch?v=JOINLHcqvYw&t=2s - TigerBelly 460: Бобби Ли встречает своего «питательного близнеца» Сон Канга https://www.youtube.com/watch?v=ou_DYLKzekk - MADtv: классический скетч «Корейская мыльная опера», все 5 эпизодов https://www.netflix.com/title/80244853 - Кен Чонг: «You Complete Me, Ho» — стенд-ап про Голливуд и «Похмелье» https://www.netflix.com/title/81728168 - The Bus: A French Football Mutiny
Today, Sequoia and Ryann are losing it over The Summer House reunion part 1 with Morena Renee. JOIN OUR PATREON: https://patreon.com/FreshlyPopd Learn more about your ad choices. Visit podcastchoices.com/adchoices
Sequoia Holmes & Ryann Graham join the show to take stunning calls about kicking your ex out of your shared bed, and a hot firefighter holding your panties hostage.Do you drink coffee? - https://perfectpersoncoffee.com/Join The Patreon: https://bit.ly/PPPTRN -Weekly Bonus episodes every Friday & ad-free extended version of this episode)Buy the Coffee!! perfectpersoncoffee.comWatch on Youtube: https://bit.ly/PerfectPodYTWatch Miles' Main Channel Videos: https://bit.ly/MilesbonYTFollow On Insta To Call-In!: https://bit.ly/PPPodGramTell a friend about the show! Tweet it! Story it! Scream it!Advertise on Perfect Person via Gumball.fmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- TrueFoundry, founded by Nikunj Bajaj, is an AI infrastructure company building an "AI Gateway" that helps enterprises build, ship, and govern agentic AI applications, focusing on observability and governance for AI agents. - The company has raised over $22 million, with pre-seed investment from Sequoia and India Capital, and Series A led by Intel Capital; notable angel investors include Naval Ravikant, Anthony Goldblum, Gokul Rajaram, Sian Banister, and Lenny Rachitsky. - The founding team leveraged their experience at Meta and WorldQuant to identify a gap in the market: the need for a vertically integrated stack for machine learning and AI, similar to what large tech companies use internally. - TrueFoundry's go-to-market strategy focused on serving large enterprises from the start, building robust infrastructure before launching, and validating their approach through extensive primary market research and early customer conversations. - The company's north star metric is the proportion of an organization's compute running on TrueFoundry, and their key advice for founders is to balance short-term market needs with a clear long-term vision, maintaining transparency and adaptability within the team. Sponsored by Auth0 for Startups → 1-year free https://auth0.com/startups/vip Auth0 is an adaptable authentication and authorization platform that helps you secure your apps and AI agents. It delivers convenience, privacy, and security so you can focus on building a great UX. FOUNDER PROFILE: Nikunj Bajaj, Founder of TrueFoundry https://www.linkedin.com/in/nikunj-bajaj-10476824
At the home improvement company Lowe's, the marketing team is fittingly led by someone who believes in rolling up your sleeves and getting the job done. CMO Jennifer Wilson describes her approach as "impact over optics." "I care about the brand and I care about the work and I care about the outcome to the customer," Jennifer says. "I put very little value on, well, what will everybody think of that? Or what's the outcome for me in that? ... One could argue maybe you could be in a different place in your career had you taken a you-first angle, but it's not who I am." Today on Building Better CMOs, Jennifer and Greg talk about her experience in merchandising, how Lowe's is adapting to a "K-shaped economy", and leveraging customer data to build loyalty and deepen retention. Plus: Why every marketer should "Be a Sequoia, Not a Bonsai." 00:00 Introduction 01:47 The Macro Landscape and Consumer Mindset 04:12 Innovative Home Services and Subscription Models 09:12 Jennifer's Merchandising Background 14:52 Leading Organizational Transformation 17:49 Leveraging Data to Eliminate Customer Irritants 25:12 Lessons in Building a Retail Media Network 28:47 Career Advice: Humility, Impact, and Lateral Moves 32:21 Emotional Maturity and Understanding Personal Motivators 38:53 Prioritization and Profitable Growth 46:50 Bridging Marketing and Finance 51:10 Customer Experience as the Heart of Modern Branding 56:14 Elevating Service with Generative AI and Mylow 58:34 The Role of the CMO in 2030 Full transcript This episode was produced and edited by Eric Johnson from LightningPod Follow Building Better CMOs in your podcast app Rate and review the podcast Jennifer's LinkedIn Greg's LinkedIn
Jake Stauch is the co-founder and CEO of Serval, the AI-native enterprise service management platform. Serval was founded in 2024 and has already raised over $125M across rounds led by Redpoint and Sequoia at a $1B+ valuation. Before Serval, Jake spent five years on the product team at Verkada and earlier founded NeuroPlus, a brain-sensing hardware company that made video games for kids with ADHD.In this episode of Summation, Jake and Auren discuss:Why Anthropic has added more ARR in the past few months than ServiceNow has in the past 20 yearsThe "forward deployed engineer" hire and why he recruits future founders instead of solutions engineersWhy talent density is the only remaining moat in the age of AIThe Silicon Valley collusion around not poaching each other's employeesYou can find Auren Hoffman on X at @auren and Jake Stauch on X at @jakeserval
Everyone wanted the commerce front end. Nobody wanted the data.Joe Gadreau watched agency after agency walk away from the hardest — and most important — part of the commerce stack while he was at Salsify. So he went and built it himself.Recorded live at Salsify's Digital Shelf Summit in Atlanta, Christian sat down with Joe Gadreau, founder and CEO of Lettuce Commerce, for a conversation about what it means to be an AI-native services company in 2024, why the "bill you forever" managed services model is dying, and how the convergence of software and services is reshaping what the next generation of consulting firms actually looks like.What we cover: Why Joe left one of the first 20 seats at Salsify to start his own thing, the car and fuel analogy that explains why product content is the most overlooked piece of the commerce stack, how Lettuce Commerce is going after legacy SI firms head-on, Sequoia's thesis on the next trillion dollar company masquerading as a services firm, and what a bootstrapped founder thinks about capital, scale, and the right moment to consider outside investment.⏱️ TIMESTAMPS0:26 — Welcome and guest intro: Joe Gadreau, founder and CEO of Lettuce Commerce0:44 — Joe's background: athlete tracking technology to employee #20 at Salsify1:40 — Why Salsify was the right place to build a professional foundation2:34 — The moment you know it's time to start your own thing3:13 — The thesis: everyone builds the commerce front end, nobody fuels it with data4:25 — "Let us help" — where the name Lettuce Commerce actually came from5:16 — What Lettuce Commerce does: systems integrator meets strategic consultancy6:30 — Helping clients pick the right technology, not just implement what they chose7:43 — How Joe thinks about competing with Accenture Song and Amplify8:00 — AI-native from day one: founded January 2024, the same era as ChatGPT9:00 — Eating the lunch of legacy services firms built on perpetual managed services revenue9:41 — The difference between hand-holding and genuine change management11:22 — Repeat customers who want help with the next stage vs. dependency models11:52 — The software-services convergence: what does it actually mean for a services business?12:17 — Sequoia's bold statement: the next trillion dollar company will be a software company masquerading as a services firm13:03 — Is Lettuce the orchestrator or part of a bigger journey?13:26 — Bootstrapped and proud — and approaching the point where capital could accelerate ambition14:34 — Controlling your own destiny while staying open to the right combination14:57 — Christian's read: a product-led partnership is in Lettuce's not-too-distant future
Scott from Portal Pros is back, and this time the conversation is all about Toyotas — because Portal Pros has been busy expanding well beyond Jeeps. Jimmy and Tyler catch up with Scott on everything that’s happened since his last appearance: Portal Pros installed their first set of portals on a Lexus GX470 (basically a bougie 4Runner with a DVD player and leather seats), stress-tested it at Holister Hills, broke a ring gear in Moab, got bailed out by the FJ Cruiser Facebook community the same night, and somehow drove the thing home. If you’re wondering how capable a portal-equipped Toyota can be on trails it has no business being on — this episode answers that question pretty thoroughly. From there, Scott digs into the numbers most people actually want to know: what does a portal build cost compared to a traditional suspension build on a Toyota? They run two comparisons — a mild build and an extreme build — and the results are more interesting than you’d expect. On the mild side, portals run about $3,000 more than a traditional lift kit setup, but you’re getting ground clearance, gear reduction, and the ability to transfer them to your next vehicle. On the extreme side — when you’re comparing portals to a full Marlin Crawler long travel kit plus a Dana 60 rear axle swap — portals actually come out around $6,000 cheaper. They also cover what Toyota applications are available now (4th and 5th gen 4Runner, 2nd and 3rd gen Tacoma, GX470, GX460), what’s coming soon (200 series Land Cruiser, Sequoia, 2nd gen Tundra), why Portal Pros is probably not making a Super Duty version anytime soon, and why Scott designed these things to be installed in your driveway and rebuilt on the trail. A good one if you’ve ever thought about portals and talked yourself out of it over the price. Portal Pros:Website – https://portalprosoffroad.com/Instagram – https://www.instagram.com/portal_pros/?hl=enYouTube – https://www.youtube.com/@portal_pros– Monthly newsletter (hand-written by Scott, no AI) — sign up at their site We have a massive discount this month with Rusoh Fire Extinguishers. You can get 25% off this month only with the discount code Rusohcrawlers. Go grab yours today! SnailTrail4x4 Discord: https://discord.gg/yFyFFkQbuyCome hang out with us on the SnailTrail4x4 Discord — it’s the easiest way to connect with Tyler and Jimmy directly, chat with fellow offroad enthusiasts, and get first access to Group Buys and Treasure Hunt token drops. MORRFlate Giveaway at 900 Reviews on Apple Podcast. But our next giveaway is when we reach 800 reviews; we are giving away an OnX Elite Membership. We will also give away an OnX Elite membership when we get to 850. However, when we reach 900 Reviews, we are teaming up with MORRFlate for a $1000 MF Product Giveaway. Go over to Apple Podcasts to leave your review now and become eligible to win. Congratulations to A13XMONT, who won a set of tires from Yokohama Tire! Call us and leave us a VOICEMAIL!!! We want to hear from you even more!!! You can call and say whatever you like! Ask a question, leave feedback, correct some information about welding, say how much you hate your Jeep, and wish you had a Toyota! We will air them all, live, on the podcast! +01-916-345-4744. If you have any negative feedback, you can call our negative feedback hotline, 408-800-5169. 4Wheel Underground has all the suspension parts you need to take your off-road rig from leaf springs to a performance suspension system. We just ordered our kits for Kermit and Samantha and are looking forward to getting them. The ordering process was quite simple, and after answering the questionnaire, we ensured we got the correct and best-fitting kits for our vehicles. If you want to level up your suspension game, check out 4Wheel Underground. SnailTrail4x4 Podcast is brought to you by all of our peeps over at irate4x4! Make sure to stop by and see all of the great perks you get for supporting SnailTrail4x4! Discount Codes, Monthly Give-Always, Gift Boxes, the SnailTrail4x4 Community, and the ST4x4 Treasure Hunt! Thank you to all of those who support us! We couldn’t do it without you guys (and gals!)! SnailSquad Monthly Giveaway Massive thanks to this month’s giveaway with Rusoh Fire Extinguishers. We have one of their 2.5-pound extinguishers to give away to a lucky winner. This extinguisher has an 18-year shelf life and is the best fire extinguisher for any off-road vehicle. To learn more, check out Rusoh.com. If you want a chance to win, sign up for the Giveaway Tier on Irate4x4 For the Month of April, we are giving away Gift Boxes. It’s Gift Box month, and two lucky individuals will win one of our gift boxes. These are jam-packed with goodies from tools to whiskey smokers. They are always different and always random. If you want a chance to win, sign up for the Giveaway Tier on Irate4x4 Listener Discount Codes: SnailTrail4x4 –SnailTrail15 for 15% off SnailTrail4x4 MerchMORRFlate – snailtraill4x4 to get 10% off MORRFlate Multi Tire Inflation Deflation™ Kits4WheelUnderground – snailtrail 10% offIronman 4×4 – snailtrail20 to get 20% off all Ironman 4×4 branded equipment!Sidetracked Offroad – snailtrail4x4 (lowercase) to get 15% off lights and recovery gearSpartan Rope – snailtrail4x4 to get 10% off sitewideShock Surplus – SNAILTRAIL4x4 to get $25 off any order!Mob Armor – SNAILTRAIL4X4 for 15% offSummerShine Supply – ST4x4 for 10% offBackpacker’s Pantry – Affiliate LinkLaminx Protective Films – Use the Link to get 20% off all products (Affiliate Link) Show Music: Midroll Music – ComaStudio Outroll Music – Meizong Kumbang
In this episode, we are joined by Armando Quintero – Director of California State Parks. Armando spent more than two decades with the National Park Service, serving as a park ranger at Sequoia, Point Reyes, and the Golden Gate National Recreation Area. He later led the Sierra Nevada Research Institute at UC Merced, served on the California Water Commission, including as its chair, and was elected to the Marin Municipal Water District Board. In 2020, Governor Newsom appointed him director of California State Parks, one of the largest state park systems in the nation, with over 280 parks spanning 1.6 million acres. Armando truly has a passionate and purpose-driven approach to his work, and how he views his responsibility as a leader. He joins us to talk about environmental leadership, equity and access in the outdoors, and what it takes to protect California's most treasured landscapes.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1343: Today we discuss dealers trusting people more than AI when it comes to lead follow-up, Hyundai's big push to repair struggling service satisfaction, and a new lawsuit claiming Toyota buyers deserve part of a potential $9 billion tariff refund.Show Notes with links:Dealers still believe the human element wins the sale. A new Urban Science survey shows strong confidence in showroom sales teams, but much less trust in AI lead follow-up. The takeaway? Dealers want better process visibility before turning things over to automation.72% of dealers said they're highly confident in their sales teams' ability to convert leads, while 75% say they respond in under five minutes.Dealers still see weak spots: 38% cited lack of real-time insight into lost sales and 34% pointed to inconsistent follow-up.Consumers expect speed. Urban Science found 82% say follow-up matters, and 72% expect a response within 24 hours.AI still has a trust gap. Only 14% of dealers trust AI tools for lead follow-up compared to 57% who trust in-house sales teams.Urban Science's Eric Demont said dealers need “a clear understanding” of wins, losses and defection patterns to improve conversion rates.Hyundai is trying to fix one of its biggest weak spots: service satisfaction. After years of complaints about delays, parts shortages and overloaded service departments, the automaker is rolling out mobile service vans, technician recruiting and dealership efficiency programs to win customers back.Hyundai says poor service capacity and years of engine replacement recalls overwhelmed dealerships and dragged down customer satisfaction scores.The brand has added 4,000+ service bays nationwide, while dealers are extending hours and adding Saturday service to handle demand.Hyundai plans to launch a 150-van mobile service fleet by year's end to handle oil changes, brake jobs, software updates and other light repairs at homes or workplaces.The company is also recruiting more technicians, improving diagnostic training and coaching 185 dealerships on service efficiency and workflow gaps.Hyundai's Michel Poirier said the goal is climbing back up JD Power rankings by 2028, adding: “Service is the most important part of the business.”A California Toyota buyer is taking aim at tariff pricing, claiming customers helped foot the bill for billions in import costs — and should get paid back if Toyota ever receives tariff refunds. A proposed class action lawsuit claims Toyota passed tariff costs onto buyers through higher vehicle and parts prices.The filing covers buyers and lessees of qualifying Toyota vehicles purchased between February 2025 and February 2026.Toyota reportedly absorbed about $9 billion in tariff-related costs tied to Japan, Canada and Mexico operations.Toyota recently raised prices on several models, including a $1,600 increase for the 2026 Sequoia, while calling the changes part of a “regular review of the prices.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
In 1891, a knot of men murdered a 1,300-year-old tree to prove it wasn't a "tall tale." We visit the Mark Twain Stump, a 16-foot-wide wooden stage that serves as a monument to early American hubris, the cost of disbelief, and the bittersweet birth of the conservation of the Sequoias. This episode is part of our Weekend Road Trip Series, where we bring you stories of the strange, incredible, and wondrous places right here in the United States, that you can see from the road. This series was produced in partnership with T-Mobile. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
If you have any sort of connection to former congressman Barney Frank, please reach out to Graham!Graham Neray is CEO of Oso. Oso provides authorization, governance, and security for AI agents to help customers confidently control their agent footprint. The company was founded in 2019 for authorization-as-a-service more generally, and they have since found traction using their technology to secure AI adoption. The team has raised from some of the top investors in the world including Sequoia, Felicis, and Harpoon. Before Oso, Graham was at MongoDB where he started in product marketing before taking over as Chief of Staff in 2016. Over 7 years he helped the company grow revenue 250x and headcount 30x. In the episode we discuss the transformation of MongoDB over his tenure, the lessons that transferred (and the ones that didn't), the evolution of Oso, controversial takes on building in stealth and creating an open-core company, and a lot more. https://www.osohq.com/
Gaby never planned to leave the trail. She was sick, alone, and wandering near Vernal Fall while her family hiked in Yosemite. When she walked off the trail to photograph a tree, she stepped into something she still cannot fully explain. The forest went quiet. The trees started moving in a gentle, rhythmic dance that felt like an invitation. And for the next four hours, she was somewhere else entirely, though it only felt like two minutes. Her story is one of the most vivid firsthand accounts of the Missing 411 phenomenon we have ever heard, and she is here to tell it because her love for her five-year-old son pulled her back before the door closed behind her. And the photo of the tree that started it all never showed up on her phone. We unpack Gaby's experience alongside the broader mystery of people vanishing in America's national parks. From time slips and sound vacuums to the role of granite, quartz, and physical ailments, her account checks nearly every box that David Paulides has cataloged over decades of research. She also shares a wild encounter at Sequoia involving massive eyes in the trees and her stepdad's own strange experience at Zion. This is one of those episodes that will make you think twice the next time someone says "stay on the trail." Want to listen to this episode and a catalog of more than 100 other members-only episodes? Check out the vibrant community, extra episodes, and perks of being a Blurry Creatures member at https://blurrycreatures.com/pages/members. Learn more about your ad choices. Visit megaphone.fm/adchoices
The lovely and talented EJ Marcus returns to the show this week!! Drew and EJ talk about being turned green, working at a preschool, fish hatcheries, how to handle a vegan dog's diet, Club Penguin, the power of Sequoia trees, and so much more.EJ Instagram: https://www.instagram.com/ejhavingfun/?hl=enEJ Tiktok: https://www.tiktok.com/@ejhavingfunFollow The Comment Section on IG! https://www.instagram.com/thecommentsection/Shop Mother's Day Beauty Gifts at SephoraVisit Macy's to discover the new Calvin Klein euphoria elixirs. Learn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.
The lovely and talented EJ Marcus returns to the show this week!! Drew and EJ talk about being turned green, working at a preschool, fish hatcheries, how to handle a vegan dog's diet, Club Penguin, the power of Sequoia trees, and so much more.EJ Instagram: https://www.instagram.com/ejhavingfun/?hl=enEJ Tiktok: https://www.tiktok.com/@ejhavingfunFollow The Comment Section on IG! https://www.instagram.com/thecommentsection/Shop Mother's Day Beauty Gifts at SephoraVisit Macy's to discover the new Calvin Klein euphoria elixirs. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Is Everyone In Hell? The New Yorker Article: they are CLEARLY in hell. Listen to our PRE-SHOW and watch us on VIDEO only on Patreon. Join the Rose Garden today! CONNECT WITH US: Instagram | Twitter | TikTok | Merch EMAIL: 2blackgirls1rose@gmail.com Follow Natasha's Substack The Nite Owl: theniteowl.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
The return of the Big Show is here on Calm Down with Erin Andrews and Charissa Thompson! Charissa explains why her afternoon consisted of running errands without undergarments and an eventful trip with her family to see the sequoias. Erin and Charissa talk about using AI to test new hairstyles before making the big commitment. Plus, Erin shares a personal life update and why you should always remember to be thankful and appreciative of healthcare professionals. Get your tickets for Calm Down Live at Netflix is a Joke Fest: https://www.ticketweb.com/event/netflix-is-a-joke-presents-hollywood-improv-the-main-room-tickets/14172844?pl=hollyimprovSee omnystudio.com/listener for privacy information.