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Co-Founder & COO at Speakeasy discusses the rise of MCP servers, API integration into AI systems, including SDK generation, and the emergence of the Agentic web.SHOW: 933SHOW TRANSCRIPT: The Cloudcast #933 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwNEW TO CLOUD? CHECK OUT OUR OTHER PODCAST - "CLOUDCAST BASICS"SPONSORS:[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.[US CLOUD] Cut Enterprise IT Support Costs by 30-50% with US CloudSHOW NOTES:Speakeasy websiteSpeakeasy MCP HubThe NewStack article on MCP with SpeakeasyTopic 1 - Welcome to the show, Simon. Give everyone a quick introduction.Topic 2 - API tooling and platforms for AI has become the hot topic this year. Of course, Agentic AI has made significant contributions to this. What trends do you see that we need to pay attention to? What problems are organizations trying to solve?Topic 3 - Let's dig into MCP Servers. The interest in MCP has taken off. At the highest level, why do they exist?Topic 4 - MCP servers and all the recent announcements around an Agentic Web have me thinking… Do we need to prepare for an Internet where AI agents talk to each other? We had humans and GUIs (web frontends), then we saw the rise of APIs. Is this a third wave or an evolution of the API wave?Topic 5 - How do SDKs and things like AI API tooling play into all of this? API tools to generate SDKs or AI documentation aren't new. How does the abstraction of AI change this process?Topic 6 - In our experience, API-level integrations are challenging to productize. Sometimes it comes down to something as simple as who is going to pay for it, and developers often have a voice and a seat at the table, but don't have the budget. What has been your experience? Topic 7 - How does the business side of the house see an advantage to this? What metrics tend to matter and are measurable?Topic 8 - If anyone is interested, what's the best way to get started?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod
In this episode of Karma Stories, we dive into the chaotic world of tech support with a fresh batch of Tales From Tech Support. From professors who don't know what a click is to lazy coworkers who finesse their way out of doing any work, these stories highlight the daily madness IT professionals deal with. You'll hear about clueless executives, user-created disasters, and a coworker who masterfully dodges responsibility. If you've ever worked in IT, this one will hit close to home.Get your Custom Hand Turned Pen by Rob at https://CanadianRob.comSubmit your own stories to KarmaStoriesPod@gmail.com.Karma Stories is available on all major Podcasting Platforms and on YouTube under the @KarmaStoriesPodcast handle. We cover stories from popular Reddit Subreddits like Entitled Parents, Tales From Tech Support, Pro Revenge and Malicious Compliance. You can find new uploads here every single day of the week!Rob's 3D Printing Site: https://Dangly3D.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/karma-stories--5098578/support.
Explore FSx for Lustre's new intelligent storage tiering that delivers cost savings and unlimited scalability for file storage in the cloud. Plus, discover how the new Model Context Protocol (MCP) servers are revolutionizing AI-assisted development across ECS, EKS, and serverless platforms with real-time contextual responses and automated resource management. 00:00 - Intro, 00:52 - Introduction new storage class, 03:43 - MCP Servers, 07:18 - Analytics, 09:34 - Application Integration, 15:52 - Business Applications, 16:21 - Cloud Financial Management, 17:44 - Compute, 20:44 - Containers, 21:31 - Databases, 24:25 - Developer Tools, 25:42 - End User Computing, 25:58 - Gaming, 26:34 - Management and Governance, 28:35 - Marketplace, 28:51 - Media Services, 29:29 - Migration and Transfer, 30:01 - Networking and Content Delivery, 34:01 - Security Identity and Compliance, 34:43 - Serverless, 35:06 - Storage, 36:55 - Wrap up Show Notes: https://dqkop6u6q45rj.cloudfront.net/shownotes-20250613-185437.html
Brandon talks with Sterling Chin, Senior Developer Advocate at Postman, about building great APIs, why AI needs APIs, and what's new at Postman. Plus, hear how he made the leap from 3rd-grade teacher to dev advocate. Watch the YouTube Live Recording of Episode 523 (https://youtu.be/e9zuLgH6gZA?si=Wf8zKtXQ6Ayft2im) Episode Links Postman (https://www.postman.com) P (https://fnf.dev/43F4T8Z)OST/CON Keynote Recap (https://fnf.dev/43F4T8Z) Postman Agent Mode (https://www.dropbox.com/scl/fi/84tsoc80l6t3y8i3vw30x/Sterling-Chin-on-APIs-AI-and-MCPs.paper?rlkey=syeyo75cfwm32tpnbb8mx1sdj&dl=0) Postman API Network (https://www.postman.com/explore) Postman MCP Servers Directory (https://www.postman.com) Postman Learn (https://www.postman.com/learn/) Postman Academy (https://academy.postman.com) Join Postman Discord (https://community.postman.com/t/we-re-on-discord-come-join-the-conversation/78644) Contact Sterling Chin Web: www.sterlingchin.com (http://www.sterlingchin.com/) LinkedIn: @sterlingchin (https://www.linkedin.com/in/sterlingchin/) Twitter: @SilverJaw82 (https://x.com/SilverJaw82) BlueSky: @sterlingchin.bsky.social (https://bsky.app/profile/sterlingchin.bsky.social) TikTok: @sterlingtalkstech (https://www.tiktok.com/@sterlingtalkstech) YouTube: @SterlingChin (https://www.youtube.com/@SterlingChin) Run MCP T-Shirt (https://www.etsy.com/listing/4313227669/bold-graphic-unisex-t-shirt-run-mcp) SDT News & Hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us: Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), Mastodon (https://hachyderm.io/@softwaredefinedtalk), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk), Threads (https://www.threads.net/@softwaredefinedtalk) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Special Guest: Sterling Chin.
In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.Microsoft and CrowdStrike have announced a strategic alliance aimed at deconflicting threat actor names across their platforms.A new, anonymous figure calling himself GangExposed has surfaced in the cyber threat landscape, publishing a significant set of internal documents that reveal the identities of top leadership within the Conti and Trickbot ransomware crews.A new supply chain attack targeting the Ruby ecosystem has emerged, leveraging impersonated packages to exfiltrate sensitive data from Telegram communications. Researchers at Wiz have published what appears to be the first confirmed case of active exploitation of misconfigured HashiCorp Nomad servers in the wild, used by attackers to mine Monero cryptocurrency.
Many legacy insurance systems are still stuck in the early 2000s, running outdated, on-premises technology like AS/400s that demand constant maintenance and distract insurers from what really matters—risk, … Read More » The post InsurTech Summit 2025 Highlight: Are You Still Talking About Servers? appeared first on Insurance Journal TV.
Todd Thomas, CEO of Woodchuck, joins Megan Lynch as the demands for energy for AI server farms increase. Some tech companies are looking to create their own sources of electricity to power the systems.
More episodes and seasons of Utilizing Tech: https://utilizingtech.com/Immersion cooling requires specialized servers designed to operate submerged in a tank of coolant, but there are many benefits. In this episode of Utilizing Tech, sponsored by Solidigm, we continue our conversation on immersion cooling with Patrick Scateni of Hypertec, the leading manufacturer of immersion-cooled servers. Most of the current demand for immersion cooling is in the datacenter, but edge computing is rapidly adopting this technology thanks to the demands of AI applications. Hypertec calls their servers immersion born, since they are designed for this specific application rather than being modified for use in a coolant tank. Sustainability is growing in importance and immersion cooled solutions are much more power efficient, much closer to a PUE of 1 compared to 1.5 for a conventional air-cooled server. It also uses no water, while air-cooled data centers often use evaporative cooling equivalent to an olympic-sized pool every day or two. Immersion cooled servers can be packed closer, enabling smaller datacenters, and are cheaper, more reliable, and longer-lived than conventional equipment.Guest: Patrick Scateni, VP of Global Sales at HypertecHosts: Stephen Foskett, President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event SeriesJeniece Wnorowski, Head of Influencer Marketing at Solidigm Scott Shadley, Leadership Narrative Director and Evangelist at SolidigmFollow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon. Visit the Tech Field Day website for more information on upcoming events. For more episodes of Utilizing Tech, head to the dedicated website and follow the show on X/Twitter, on Bluesky, and on Mastodon.
Julián Duque from Heroku joins me to explain and demo their new AI platform.Check out the video podcast version here https://youtu.be/BGqlLZHdRDsCreators & Guests Cristi Cotovan - Editor Bret Fisher - Host Beth Fisher - Producer Julián Duque - Guest You can also support my content by subscribing to my YouTube channel and my weekly newsletter at bret.news!Grab the best coupons for my Docker and Kubernetes courses.Join my cloud native DevOps community on Discord.Grab some merch at Bret's Loot BoxHomepage bretfisher.com (00:00) - Introduction (05:12) - Deep Dive into Heroku's AI Capabilities (14:23) - Heroku MCP server (28:27) - Describing MCP Tool Interactions (30:48) - DevOps Automation with Heroku MCP server (37:02) - Heroku AI and Future Prospects
Eind april was NRC doelwit van een intense DDoS-aanval. De website was urenlang nauwelijks te bereiken. Redacteur Rik Wassens bestudeerde het logbestand met 83 miljoen regels. Zaten de Russen erachter? Of tóch China?Gast: Rik WassensPresentatie: Bram EndedijkRedactie: Iddo HavingaMontage & sounddesign: Jeroen JaspersEindredactie: Tessa Colen & Anna KorterinkCoördinatie: Elze van DrielProductie: Andrea HuntjensHeb je vragen, suggesties of ideeën over onze journalistiek? Mail dan naar onze redactie via podcast@nrc.nl.Zie het privacybeleid op https://art19.com/privacy en de privacyverklaring van Californië op https://art19.com/privacy#do-not-sell-my-info.
Send us a textVictor, Evelyn, and Mark hang out this week to talk about tipping movers, some of America's top places to work, Sydney Sweeney's bathwater, and the gang play a round of Am I The Asshole?
Launching our new Podcast: https://agenticdevops.fmBret and Nirmal are at KubeCon London and record their ideas about how AI Agents will change DevOps, platform engineering, SRE, automation, troubleshooting, and more.Creators & Guests Cristi Cotovan - Editor Bret Fisher - Host Beth Fisher - Producer Nirmal Mehta - Host You can also support my content by subscribing to my YouTube channel and my weekly newsletter at bret.news!Grab the best coupons for my Docker and Kubernetes courses.Join my cloud native DevOps community on Discord.Grab some merch at Bret's Loot BoxHomepage bretfisher.com
Beheading the Dragon (1) (Audio) David – 6/4/2025 Marie Kelton Vision - 6/2/2025 Cutting off the Dragon's Head to set God's people free. During the meeting, I had an open vision. I was in the third heaven. And I saw a huge black dragon. (Babylon's DS Khazarians) Trying to come up into the third heaven. (Seeking to take authority that is not his) (Satan wanting to be like the Most high). Isa 14:14-17: "I will ascend above the heights of the clouds; I will make myself like the Most High. Yet thou shalt be brought down to Sheol, to the uttermost parts of the pit. They that see thee shall gaze at thee, they shall consider thee, saying, Is this the man that made the earth to tremble, that did shake kingdoms; that made the world as a wilderness, and overthrew the cities thereof; that let not loose his prisoners to their home?" When he came up part way. I saw that there were saints inside of his belly, wanting to get out. The Lord said to me, "Captives in the belly of the beast." (We are in the belly of this world wide beast but as we will see The Lord of Hosts of angels, Jesus Christ, also using Cyrus will bring it down. Our part is spiritual warfare.) I saw the Lord who looked angry jump up in the air on one side of the dragon. And I saw myself with the white head covering on simultaneously do the same thing as him but on other side of the dragon. (Symbolizing the saints who are submitted to the Lord in warfare.) We both had swords in our hands and we both came down and cut the dragon's head off. (This is happening over a period of time as the DS Khazarians lose their leaders. We are to cast down the dominion of Satan and His angels who lead his earthly leaders as in Rev 12:7 And there was war in heaven: Michael and his angels going forth to war with the dragon; and the dragon warred and his angels; 8 and they prevailed not, neither was their place found any more in heaven. 9 And the great dragon was cast down, the old serpent, (As we know the old serpent had legs in the garden but the Lord cursed him to crawl on his belly and eat the dust of the earth representing flesh.) he that is called the Devil and Satan, the deceiver of the whole world; he was cast down to the earth, and his angels were cast down with him. 10 And I heard a great voice in heaven, saying, Now is come the salvation, and the power, and the kingdom of our God, and the authority of his Christ: for the accuser of our brethren is cast down, who accuseth them before our God day and night. 11 And they (the brethren or saints) overcame him because of the blood of the Lamb, and because of the word of their testimony; and they loved not their life even unto death. The Lord Jesus over Michael's angelic forces are crushing “the old serpent” aboves head. Gen 3:14 And Jehovah God said unto the serpent, Because thou hast done this, cursed art thou above all cattle, and above every beast of the field; upon thy belly shalt thou go, and dust shalt thou eat all the days of thy life: 15 and I will put enmity between thee and the woman, and between thy seed and her seed: he shall bruise thy head, and thou shalt bruise his heel. Marie: The dragon fell from the second heaven to the first heaven, of earth, and landed on the ground. Then the Lord went down from the third heaven to the first heaven. The Lord cut open the belly of the dragon. And pulled out the captives that were still alive. (Jer 51:44 And I will execute judgment upon Bel in Babylon, and I will bring forth out of his mouth that which he hath swallowed up; and the nations shall not flow any more unto him: yea, the wall of Babylon shall fall. 45 My people, go ye out of the midst of her, and save yourselves every man from the fierce anger of Jehovah. 46 And let not your heart faint, neither fear ye for the tidings that shall be heard in the land; for tidings shall come one year, and after that in another year shall come tidings, and violence in the land, ruler against ruler. 47 Therefore, behold, the days come, that I will execute judgment upon the graven images of Babylon; and her whole land shall be confounded; and all her slain shall fall in the midst of her. Her heads are facing Alliance military tribunals and execution. Meanwhile they are attempting to spread earthquake and volcanic activity to distract from revelations of their evil. Our dreams we have shared have shown this is from the DS. The Mississippi and Colorado Rivers, which were likely formed by fault lines, appear to be opening up causing sinkholes, as the plate slides west causing earthquakes off of California's coast. The sinkholes down the Mississippi go out into the Gulf. As some will remember and we saw the Mississippi start out full force in the north but as it went south you could see the bottom showing up as the fault swallowed the water, which was an amazing sight. Further up the Mississippi, The New Madrid fault zone has had many, many, smaller earthquakes, which will likely lesson the size of a bigger one to come due to stress relief. This is another place the DS planned a distraction but the Lord of Hosts is intervening. They are also attempting to start WWIII by the Khazarians attacking Iran. President Trump wisely pulled out of that. Two more attempts were planned but the Lord of Hosts stopped this. Also Nato's plan to attack Russia through the Nazii's failed, helping to tip Poland toward the MAGA right in their election. DS Khazarians were using Poland and that appears to be over shortly. The Lord of Hosts has stopped many attempts at World War. Sill we know there is a huge one coming soon. Rev 6:3 And when he opened the second seal, I heard the second living creature saying, Come. 4 And another horse came forth, a red horse: and to him that sat thereon it was given to take peace from the earth, and that they should slay one another: and there was given unto him a great sword. The War to Behead the Dragon… Judy's note on Operation Disclosure unredacted on Rummor Mill: On Mon. 2 June 2025 the Globalist Deep State Cabal Vatican's Ninth Circle Satanic Child Sacrifice Cult's Khazarian Mafia attempted to start a nuclear World War III by attacking Russian trains and airbases on the eve of Peace Talks. Such appeared to be in retaliation for Vladimir Putin's Sat. 31 May unleash of a precision drone-and-missile assault on a child trafficking Global Pedo enclave run by Globalist Deep State Cabal Vatican's Ninth Circle Satanic Child Sacrifice Cult's Khazarian Mafia in their headquarters of Ukraine. There were 51 abducted Russian children rescued in the process. Ukraine was international headquarters for the Vatican's Ninth Circle Satanic Child Sacrifice Cult. They ran Child Sacrifice rites and pedophile parties across the World, even beneath Joe Biden's 200 acre Ukraine property and beneath the White House. Noted reporter Tucker Carlson had released 2008 recordings: Obama, Clinton, Biden, Epstein, and Congress members caught raping and sacrificing children. Days later, children were rescued in the dead of night. There were DUMB Underground Tunnels that ran across the Globe, even beneath Capitol Hill—200 miles of satanic infrastructure—used to traffic and torture innocent children. JAG officers were witnessed removing hundreds of kids just after Biden's fake inauguration in 2021. Then in 2022, Russian Military unearthed U.S.-owned bioweapon labs under Biden property in Ukraine—mutilated child corpses confirmed. Trump's global alliance took action. These labs were connected to DUMBs, where children were experimented on like lab rats. Joe Biden and 464 elected traitors were arrested. Many were tried and executed at GITMO. Trump recently announced that Biden was dead and what you see now were actors, clones, digital stand-ins. Hillary Clinton? Hung for treason. The Clintons, Obamas, and Bidens—all gone. The Mexican Cartels—built by the CIA and backed by CCP/Obama/Biden—were being dismantled right now by Mexican patriots trained by Trump-aligned forces near Cheyenne Mountain. Meanwhile last Saturday 31 May 2025 over 500 Russian kamikaze drones and Klub cruise missiles had obliterated 17 black-site facilities that housed a pedophile network. It spanned Ukraine, Albania, France and German operatives who were trafficking abducted children through NATO-protected routes. Russian aircraft reportedly dropped evacuation leaflets Friday night, giving locals 24 hours to flee. At the same time, Spetsnaz special forces tracked and verified that no children remained inside, confirming the mission was surgical. Russian FSB agent Andrei Zakharov confirmed the intelligence behind the strike. “We warned civilians. We gave them time. If they stayed, they chose their side. We do not negotiate with pedophiles. We rescue our children and destroy the pigs who steal them.” This was not just military action — it was a declaration of war against the global child trafficking elite. The same cabal that operated unchecked for decades under the cover of fake wars, humanitarian fronts and Western alliances that were now bombing Russia. Putin was forced to act because the Deep State left him no choice. The Globalist Deep State Cabal Vatican's Ninth Circle Satanic Child Sacrifice Cult's Khazarian Mafia's abduction of children to torture in their Satan Worshipping pedophile Child Sacrifice rites went back centuries – and 51 Russian children had recently disappeared. Plus, Russian intelligence had intercepted Cabal plans to expand their trafficking operations into Crimea and even parts of rural Russia. It was a line in the sand — and Putin unleashed fire. Ukraine was never just about territory. It's about the kids. The elites were furious their supply chain just got bombed to dust, so they worked with UN, NATO and even, it was suspected, Deep State Cabal Elite US Congressional leaders to sneak weaponized drones into Russian villages for their attack. Afterwards they would attack Iran to make a Nuclear World War III complete. They didn't care how many people would die. All would fit into their depopulation agenda. Meanwhile, Western media stayed silent. NATO called it aggression. The UN cried about “civilian casualties” – which there were none. But no one was asking why Ukrainian soil housed black-site child prisons protected by foreign intelligence assets. This was the beginning of the end for the Satan Worshipping Cabal. The children were being avenged. In secret, Trump's Global Military Alliance was backing Putin. Both were deeply involved in a Global Currency Reset that took away the Cabal's hold over the World's monetary system and gave taxpayer money back to The People. It was all about money and the Cabal was desperate because they were losing their funding source – US Taxpayer monies which they had controlled since at least 1918. They had one option left: in the past they had made a lot of money by financing both sides of war. Another war would also result in having more control over The People – as had happened in the past. Starting a Nuclear World War III through bombing Russia and Iran was on the menu. But, this Globalist Deep State Cabal Vatican's Ninth Circle Satanic Child Sacrifice Cult's Khazarian Mafia's attempts to get the World into a nuclear war was not going to work as it had in the past, where the war strategy was based on a Global Disinformation campaign – that was now falling apart. The Global Disinformation Index (GDI), based in the U.K. and backed by the National Endowment for Democracy, had received millions of US Taxpayer dollars under the pretense of fighting foreign disinformation. It's real target was President Trump, the America First movement and any media outlet that didn't align with the Globalist narrative. GDI, the SPLC, Big Tech and intelligence-linked NGOs tracked narratives, created blacklists, manipulated search algorithms and fed justification for bans across every major platform. Even right now the US State Department's Global Engagement Center was training foreign governments in censorship protocols, while the UN, WHO, Google and AI coalitions were replicating it worldwide. Trump's Global Military Alliance was ending all that as they released the Global Currency Reset and gave The People's money back to The People. As Q would say, “Hold the Line. Prepare. Trust The Plan.” Portions of WHAT WE THINK WE KNOW AS OF WED. 4 JUNE 2025: · On Mon. 16 June 2025 Project Odin: Worldwide Blackout,(Of MSM communications) Martial Law, Arrests, Global Currency Reset, Call To Fast And Pray, Freedom From Debt To The Deep State Cabal …Julian Assange, Deep State Exposed on Telegram More on the War · On Fri. 20 Jun. 2025 Worldwide Emergency Alert: US Military Stationed in 360 Cities Anticipating a Supreme Court Announcement on the Brunson Voter Fraud Case, Which Would Dissolve Congress & The Biden Administration. …Julian Assange, Deep State Exposed on Telegram · The US Military & DC Police Preparing To Evacuate Washington DC · The Global Military Alliance Arresting & Holding Military Tribunals on Over Half a Million Deep State Cabal Political & Global Elites. · CIA, FBI, Homeland Security, Biden & Democratic Party were suspected to be connected to attempted Trump Assassinations & Child Sex Trafficking. · Tues. 3 June 2025 The FBI has announced they are CRACKING DOWN on physicians mutilating children by trans-ing them via “gender affirming care.” The FBI is asking the public to report tips of any hospitals, clinics, or practitioners performing these operations on children to call: 1-800-CALL-FBI · Thousands of Children Crossing the US Border Sold into Child Sex Trafficking To Fulfill High Ranking Pedo Congress & State Official's Requests, as per Intelligence Sources. · Tues. 3 June 2025 Kash Patel is sounding the alarm on the Federal Reserve! He's urging everyone to wake up and realize the Fed isn't a public institution—it's a PRIVATE entity! Run by the elite robber barons who built this, they're rigging the currency game for their own gain! · Tues. 3 June 2025 Ben Fulford on Telegram: Trust The Plan. Pending: World War III, Sky Event. Global Financial Armageddon: Collapse of Nine Nation's Currencies Including the US Fiat Dollar. EBS, Martial Law, Mass Arrests, Blackout. 34 Satanic Structures Will Be Destroyed. Mossad Media Satellites Will Be Knocked Out. World Will Transition to Tesla Free Energy. 209 Nations Global Currency Reset To Gold/Asset-Backed Sovereign Currencies. Millions Of Tortured Children Have Been Pulled Out of Deep State Underground Tunnels. Dark To Light Checkmate! Worldwide Call To Fast And Pray. God Always Wins · Tues. 3 June 2025 Situation Update (video): We The People NEWS · Tues. 3 June 2025 Situation Update: Byington Bombshell Report: Militaries at Defcon 1; Israel to Attack Iran; Prepare for GCR & Worldwide Blackout, Elite Forces Targeting Child Sex Trafficking | Politics | Before It's News · Tues. 3 June 2025 Situation Update (video): Restored Republic via a GCR: Update as of June 3, 2025 – The US Military News · Tues. 3 June 2025 Situation Update: BOOM! Judy Byington Bombshell Report: Red Alert. Nuclear World War III Imminent. As Massive NATO-Backed Ukraine Strikes On Russian Airbases & Trains. . . - amg-news.com - American Media Group · Mon. 2 June 2025 Situation Update (video): Judy Byington: Un-Redacted: All Militaries At A DefCon 1 Level For The Reset. Russia Puts Nuclear Forces On High Alert. Prepare For A Worldwide Blackout! Special Intel Report (Video) | Alternative | Before It's News B. POSSIBLE TIMING: · Window from Sun. 1 June to Sat. 7 June 2025 for the Emergency Broadcast System Alert. The EBS was armed and awaiting green light. Civilian lockdown drills in Phoenix, Atlanta, and Philly were EBS deployment prep. Once triggered, the Deep State's comms will go dark. Military tribunals and elite confessions will flood every screen. · At 3:03 EST on Tues. 3 June 2025 Operation Odin (QFS) was fully activated, EBS deployed through Star Link, banks closed, currencies cancelled, Sovereignty restored, codes active, accounts open, their system will freeze, yours will open. …Trump Family Channel, The 17th Letter (JFK Jr.), Julian Assange, Ben Fulford, WH Grampa on Telegram · Wed. 4 June 2025: Public Rollout of the GCR. …Iraqi Parliament, Matt Wallace on Telegram · From Thurs. 5 June to Mon. 9 June 2025 the Tier4B window would be open. Internal banking advisories indicated public redemption will begin regionally, based on QFS load-balancing and readiness reports. · From Tues. 10 June to Fri. 13 June 2025 all Tier4b appointment notifications were to be completed. · Wed. 11 June Iraq set to make public announcement of the Dinar Revaluation (the end of a 5 day holiday), with international rate set at $4.81 Iraqi Dinar to $1.00 USN. · From Sat. 14 June 14 to Tues. 17 June 2025 the General Public rollout was set to happen, with the Sat. 14 June U.S. Army's 250th Anniversary Parade at the National Mall serving not just as a celebration — but as confirmation that America was back under Constitutional Rule. · Around Sun. 15 June 15 and Mon. 16 June 2025 expect minor banking downtimes, signaling the final switchover to full QFS integration. · On Mon. 16 June 2025 Project Odin: Worldwide Blackout, Martial Law, Arrests, Global Currency Reset, Call To Fast And Pray, Freedom From Debt · On Wed. 18 June to Sat. 21 June 2025 the Global Access Phase would begin for Tier 5, the General Public who hold foreign currencies to exchange. · On Fri. 20 Jun. 2025 Worldwide Emergency Alert: US Military Stationed in 360 Cities Anticipating a Supreme Court Announcement on the Brunson Voter Fraud Case, Which Would Dissolve Congress & The Biden Administration · Fri. 4 July 2025: Public rollout of Global Currency Reset. · Wed. 9 July 2025 was the Back Wall for the Global Currency Reset to occur optically. …Jon Dowling, Iraq C. GLOBAL CURRENCY RESET: · At 3:03 EST on Tues. 3 June 2025 Operation Odin (QFS) was fully activated, EBS deployed through Star Link, banks closed, currencies cancelled, Sovereignty restored, codes active, accounts open, their system will freeze, yours will open. …Trump Family Channel, The 17th Letter (JFK Jr.), Julian Assange, Ben Fulford, WH Grampa on Telegram · Tues. 3 June 2025 Iraqi Parliament: The Iraqi Parliament must first pass the 2025 budget tables. That vote is scheduled for 11 AM EST on June 4. Once the budget clears, CBI's narrative constraints dissolve, and a live IQD/USD quote of $4.81 IQD to $1. USD becomes inevitable. · Tues. 3 June 2025 MarkZ: “I have a number of Bond Contacts who are very excited that things will happen this week. They won't give specifics, but are very excited.” Tues. 3 June 2025 BRUCE: · At 11 am EST Mon. 2 June all aspects of NESARA were implemented · The big banks were put online with the QFS as of 6 pm Mon. night 2 June 2025. · Certain cases were being heard by the Supreme Court. As a result Tier4b should get notified either Fri 6 June or Sat 7 June of this week to make appointments. · An important announcement over the EBS will be aired soon. · A head of a Redemption Center in Bruce's area will not go in to work until Fri. 6 June. · On Mon. 2 June at 6 pm EST a code was put in for every currency (over 100 currencies). · The ZIM, the Dinar Contract Rate and higher currency rates are only available through Redemption Centers. · You need to get an appointment at a Redemption Center through a 800 number. · Redemption Centers will only be open for about 15 days after the 800 numbers come out. · After Redemption Centers close ZIM can only be redeemed at Wells Fargo and Chase. · Tues. 3 June 2025 Gold Law Creator Breaks Silence: https://beforeitsnews.com/blogging-citizen-journalism/2025/06/breaking-the-one-video-banksters-dont-want-you-to-see-gold-law-creator-breaks-silence-2659026.html D. Tues. 3 June 2025: 3:03 pm EST GCR ACTIVIE: · The Trump Family's Channel: DONALD TRUMP HAS JUST ACTIVATED EBS MISSION COMPLETED Just when we thought we had seen it all, the world is shaken once again by shocking news—and this is only the beginning. OPERATION ODIN is now ACTIVE. EBS has been deployed through STARLINK. A global broadcast is imminent. Prepare for full disclosure. What will happen next will shock the world. The channel will be temporarily closed during the classified briefing. The information set to go public on 06/10/2025 will lead to the arrest of prominent political figures from the Democratic Party. · Med Beds: AT 03:03 PM EST, THE FIRST WAVE WILL BE TRIGGERED SILENT CODES WILL GO ACTIVE ACCOUNTS WILL OPEN THEIR SYSTEM WILL FREEZE YOURS WILL UNLOCK · The 17th Letter, Julian Assange, Fulford: AT 03:03 PM EST, THE OLD WORLD WAS SHUT DOWN BANKS CLOSED CURRENCIES CANCELED SOVEREIGNTY RESTORED THIS IS NOT A RUMOR THIS IS THE OPERATIONAL PHASE AND YOU'RE EITHER INSIDE THE GRID — OR LEFT IN THE DARK · The 17th Letter, Julian Assange, Fulford: AT 03:03 PM EST, THE FIRST WAVE WILL BE TRIGGERED SILENT CODES WILL GO ACTIVE ACCOUNTS WILL OPEN THEIR SYSTEM WILL FREEZE YOURS WILL UNLOCK · WH Grampa: AT 03:03 PM EST, QFS WENT FULLY ACTIVE NO MORE SECRETS NO MORE CHAINS NO MORE MIDDLEMEN EACH POST IS A SIGNAL EACH CODE IS REAL IF YOU'RE SEEING THIS — YOU WERE MEANT TO E. Tues. 3 June 2025: Sun. 1 June 2025: THE FINAL STRESS TESTS ARE COMPLETE — QFS GOES GLOBAL NEXT …Matt Wallace on Telegram · Over the last 72 hours, I've received confirmation from 3 separate banking insiders: all systems tied to the new sovereign QFS network passed their final validation protocols. · Biometric access nodes were stress-tested at 10,000+ concurrent logins · Real-time cross-border test transfers completed in under 1.8 seconds · Regional nodes across 12 countries returned 100% success rates under military oversight · This isn't theoretical anymore. It's done. The tech works. The funding is mapped. The codes are locked. · The reason they've delayed the public rollout until July 4? Coordination. Security. Timing. You don't turn on the new financial system mid-chaos — you wait until every actor is boxed in, every backdoor closed. · The military is now watching every central bank channel. They've seized key data centers in Switzerland and Singapore. · Q phones were activated for Tier 1 comms. This is a controlled ignition — and it's going to change the planet. Get ready. F. Tues. 3 June 2025: BREAKING – SNOWDEN: NESARA IS ACTIVE, QFS DETONATED, TRIBUNALS RUNNING 24/7, GLOBALIST SERVERS SEIZED, AND THE FINAL EBS BROADCAST IS LOCKED …Edward Snowden on Telegram · Edward Snowden just dropped a nuclear warning: NESARA is LIVE. Trump has unleashed $10 TRILLION into the Quantum Financial System. GITMO is overflowing. Tribunals are operating day and night. Deep State financial servers across Germany, Austria, and Switzerland have been seized by Space Force. And the EBS broadcast? It's finished, encrypted, and seconds from going global. · Snowden's alert isn't subtle. This is an irreversible takedown of the globalist parasite class. The fake Biden shell is still being paraded in front of cameras while Trump runs military-grade restoration ops with full Space Force integration. Snowden confirmed: every major central bank's server mirrors have been ripped offline. Rothschild, IMF, BIS — digitally neutralized. · The Quantum Financial System isn't theory. It's deployment. $10 trillion is now locked into QFS infrastructure, guarded in encrypted relay nodes beneath U.S. bases. Each dollar carries biometric clearance. Every transfer is tracked. No laundering. No escape. Snowden warns: globalists are being stripped of their blood-money pipelines. · Tribunals are LIVE. GITMO doubled in size. Flights from Europe and Africa are bringing in high-value Deep State prisoners under military guard. Executions have begun. Black sites flipped. Justice is being delivered by the JAG corps under NESARA codes. · Snowden's internal leaks prove: every "celebrity death" you're seeing is a cover op for executions. Klaus Schwab didn't retire. He was seized. Macron is missing. Zelensky gone. The dominoes are falling. · Federal purge underway. Over 50,000 traitors have been replaced with QFS-cleared patriots. DOJ, NIH, FEMA — all under forensic quantum audit. Trump's sleeper agents are now activated. The infiltrators are gone. · Gold has been moved. Snowden confirms tons of gold have been relocated from Vatican and Rothschild vaults to U.S. territory, shielded by biometric gates. These aren't banks. They're economic stargates — aligned to NESARA frequencies. · The EBS broadcast is the final blow. Quantum-patched towers, Tesla-based mobile relays, encrypted satellites. Trump, Flynn, and the generals are ready to unleash the message. Snowden says: once the switch flips, the illusion dies. · NESARA is law. The Republic is restored. The storm isn't coming. The storm is HERE. And when EBS activates —THEY BURN. G. Mon. 2 June 2025: THE NEW GLOBAL QUANTUM FINANCIAL SYSTEM …QFS on Telegram · The signing of a historic treaty by 209 nations marks the beginning of the greatest financial transition in modern history. The world is about to witness the birth of a new, fair, and gold-backed financial system under GESARA. · For decades, global currencies were manipulated to serve the few. Countries were trapped in cycles of debt, with their wealth extracted through central banks and fiat deception. That ends now. · The treaty also unlocks a Prosperity Fund to finance humanitarian projects worldwide—schools, hospitals, clean water, housing, and restoration. · A Wealth Redistribution Program will ensure that every individual on Earth receives a share. Not just countries, but people. Every QFS account is linked to the individual owner's biometric ID. Every transaction is instant, uncorrupted, and untraceable by outside forces. · The Stellar Network opens access to secure digital wallets, even in the most remote corners of the world. Individuals no longer need permission from corrupted systems to participate in the global economy. · QFS debit cards, secured by biometric verification and quantum encryption, are replacing them permanently. No more fraud. No more hidden fees. No more theft disguised as bank · The Quantum Internet is a new infrastructure immune to hacking, censorship, or surveillance. · Military units are now overseeing the logistics, security, and data coordination of the RV rollout. Secure transport of physical currency, protection of financial institutions, and quantum-level fraud prevention systems are already in motion. · All of it is being done in tandem with international regulators to ensure lawful transition. Training has been underway for months. Financial authorities, central bank whistleblowers, and White Hat insiders are guiding the shift. Military intelligence teams are tracking illicit money flows and freezing cabal assets as we speak. · The old system is disintegrating as banks collapse, payment giants are stripped of power, and corrupt financial elites are being dragged to military tribunals at GITMO. Executives are being removed, their wealth seized, and their crimes archived as evidence for tribunals that are already underway. · The banks were engines of global exploitation. Deutsche Bank, HSBC, JP Morgan—names that laundered trillions for the cabal—are being neutralized. The days of VISA, Mastercard, PayPal, and Stripe exploiting humanity are ending. Everything you knew about money, credit, and ownership is being rewritten from the ground up. · The treaty signed unlocks the revaluation of currencies: some down, but some up like the Iraqi Dinar, Vietnamese Dong, and Zimbabwe ZIM. H. Tues. 3 June 2025: EXPOSED: THEY USED YOUR MONEY TO DESTROY TRUMP AND SILENCE THE TRUTH …Quantum Financial System on Telegram · The regime's war on the American people is no longer hidden. Documents now confirm what many feared — a foreign-based operation, funded by U.S. taxpayer dollars, was weaponized to shut down Trump's voice, bankrupt conservative media, and control everything you see. The Global Disinformation Index (GDI), based in the U.K. and backed by the National Endowment for Democracy, received millions under the pretense of fighting foreign disinformation. But its real target was domestic — President Trump, the America First movement, and any media outlet that didn't align with the globalist narrative. · From 2021 to 2023, over $1.25 million was funneled to GDI's U.S. arm, AN Foundation. Their mission? Label conservative voices “high risk,” blacklist them from advertising, and destroy their financial infrastructure. Newsmax, Daily Wire, New York Post — all flagged, censored, and cut off from funding. The result? Over $100 million in ad revenue lost in just 15 months. The goal wasn't media reform. It was coordinated political sabotage — designed to erase truth by starving it. · Trump wasn't just censored — he was targeted in a global operation involving GDI, the SPLC, Big Tech, and intelligence-linked NGOs. These groups didn't just track narratives — they created blacklists, manipulated search algorithms, and fed justification for bans across every major platform. All of it approved behind closed doors, protected under the illusion of “saving democracy.” What they really built was a digital guillotine — and you were the target. · This wasn't just a domestic plot. The same suppression models are now being exported globally. The State Department's Global Engagement Center is training foreign governments in censorship protocols. The UN, WHO, Google, and AI coalitions are replicating it worldwide. What started as “fact-checking” has evolved into total narrative control. What they couldn't kill with bullets, they now bury with algorithms. But the exposure of GDI cracks the system wide open. The question now isn't whether this is happening. The question is how much longer the people will tolerate it. RESTORED REPUBLIC: I. Sun. 1 June 2025: Global Military Alliance …They branded me a traitor. History will call me a hero. Stay in the know: Edward Snowden on Telegram https://t.me/EdwardSnowdenTG Dan Bongino https://t.me/+rcuTwXjELas3OGE0 · Antarctica's frequency weapon grid — SEIZED. The U.S. Navy stormed the ice-locked mind-control base maintained by Deep State loyalists. Trump's forces now control global scalar frequencies. The mind-control net has collapsed. · Red auroras spotted above key military bases are NOT natural. These are scalar pulse signals, confirming planetary frequency transfers to Alliance control. The final stage is locked in. · Bioweapon threats have been intercepted. Field hospitals in Denver, Dallas, and Jacksonville are now military-grade bio-containment zones. The Deep State's virus, engineered to wipe out Trump loyalists, has FAILED. · The QFS is now the firewall. Under Trump's directive, military cyber forces launched CODE BLACK lockdowns across global banking hubs. Swiss, British, and Japanese banking networks are now under covert Alliance control. · CBDC networks have been compromised — not by us, but by their creators. Trump's forces turned their systems against them. Their digital weapons backfired. · The Emergency Broadcast System is armed and awaiting green light. Civilian lockdown drills in Phoenix, Atlanta, and Philly are EBS deployment prep. · The window for EBS Alert: June 1–7, 2025. · Once triggered, the Deep State's comms will go dark. Military tribunals and elite confessions will flood every screen. You won't miss it. · This is controlled demolition of the Deep State. Trump's war is precision. Every leak, every seizure, every arrest has been engineered to collapse their global structure without panic. · HOLD THE LINE. PREPARE. TRUST THE PLAN. GITMO ISN'T FULL YET — BUT IT WILL BE. It has moved from above ground to an underground fortress A portion of J. WARS AND RUMORS OF WARS: · Mon. 2 June 2025: BREAKING! COLD WAR 2.0: RUSSIA'S NUCLEAR FORCES ON FULL HIGH ALERT — STRATEGIC SILOS ACTIVATED, WARHEADS ON THE MOVE [REAL FOOTAGE] - amg-news.com - American Media Group · Mon. 2 June 2025: BREAKING MILITARY BULLETIN: “DISPROPORTIONATE RETALIATION” — U.S. INTEL WARNS OF IMMINENT RUSSIAN STRIKE AS THE KREMLIN PREPARES TO MAKE A GLOBAL STATEMENT - amg-news.com - American Media Group ….K. Tues. 3 June 2025: NEW GERMAN CHANCELLOR FRIEDRICH MERZ'S government is actively undermining President Trump and President Putin's peace efforts, through a purposeful escalation of tensions between Germany and Russia. …SGAnon on Telegram · Specifically, these include Germany's current proclaimed military pursuits, and the participation of German military/paramilitary advisors in hostilities against Russia on the Ukrainian battlefields. · Russian representatives have gone so far as to call for a direct strike on Germany, at the manufacturing site of its Taurus-class missile, using 2 Russian Oreshnik ballistic-missiles. Because they gave the Ukrainians permission to use their top missiles against the Russians. L. Tues. 3 June 2025: BREAKING: PENTAGON CODE BLACK | CHINA GEARING FOR WAR | HEGSETH: “THE THREAT IS REAL. IMMINENT. TOTAL.” …Carolyn Bessette Kennedy on Telegram · U.S. Defense Secretary Pete Hegseth has triggered full-scale alarm. No more diplomacy. No more vague warnings. Just five explosive words: “The threat from China is imminent.” This is not theory. It's not analysis. It's a wartime command — and it just ripped through the Pentagon like a missile. · China mobilizing. is Intel confirms a mass troop buildup along China's eastern seaboard – Naval formations near Taiwan – Ballistic missile prep – Full-scale cyber attacks on U.S. and Pacific infrastructure · This is not military theater. It's pre-invasion coordination. Taiwan is first. South Korea, Japan, and the Philippines are next. The Pentagon's classified chatter? Simple: “If Taiwan falls, the Pacific is gone.” · Trump knows China's endgame: total control of the Pacific. And Russia, Iran — they're in on it. I believe China was shut down by the Supreme commander of heavens hosts of angels. · Hegseth is more than Secretary of Defense. He's the wartime voice of survival. His order: “Asian allies must increase defense spending NOW. Not later. Not next year. NOW.” Translation: Act or die. · JAPAN, PHILIPPINES, SOUTH KOREA. THIS IS YOUR LINE IN THE SAND – Japan escalates air patrols – Philippines request U.S. rapid-response teams – South Korea activates full joint-readiness drills. Hegseth's message to them: “Defend your sovereignty — or kneel to the red dragon.” What they cant do God can. · China's not just a nation. It's a four-headed hydra: – Digital warfare – Cultural subversion – Economic strangulation – Military dominance. The only counter: overwhelming hard power. Not words. Not promises. Weapons. Troops. Steel. Fire. · WHAT HAPPENS IF CHINA STRIKES TAIWAN? The next 72 hours would rewrite human history. – Will the U.S. retaliate? – Will Japan launch preemptive strikes? – Will NATO defend democracy — or retreat again? Tick. Tock. NATO and Communist China are DS, while Xi is in the alliance. Hegseth detonated the lie. “We must be ready. Not later. NOW.” …OPERATION HELLSTORM: RUSSIAN FORCES EXPOSE ISRAELI CHILD TRAFFICKING TUNNELS IN UKRAINE May 2025 — Behind collapsing Ukrainian lines, Russian Special Forces uncovered a grotesque international child trafficking network hidden in fortified tunnels disguised as “humanitarian aid sites.” Underground labs. Blood extraction chambers. Shipment crates labeled for “diplomatic transport.” Hundreds of sedated children rescued. Israeli operatives killed on site. · THE MONSTER UNDERGROUND This wasn't just war. This was ritualized, industrialized harvesting of children. The tunnels ran beneath civilian infrastructure and were packed with biometric security, medical chambers, and occult symbols. Some children were barcoded. Others tagged chemically. It was a human supply chain. · Russian forces, tipped by thermal scans and NATO flight path anomalies, launched OPERATION HELLSTORM—a classified strike mission that uncovered biometric databases, encrypted payment routes, and shipment logs linked to Zurich, Singapore, and New York. · Inside the tunnels: Israeli IDs. Satellite comms. Evidence of chemical harvesting. · A GLOBAL BLACK BUDGET NIGHTMARE Files seized connect this operation to satellite facilities outside Tel Aviv. NGOs, U.N. corridors, and humanitarian fronts were used as cover. Encrypted logs revealed client lists and medical extraction protocols. This wasn't just trafficking—it was bio-harvesting at scale. · Three diplomats resigned within 72 hours. Servers were fire-wiped. Israeli security was immediately ramped up around biotech research hubs. · THE MEDIA EXPOSES THE TRUTH BLACKOUT Western press is dead silent. ,.. M. THE REAL NEWS FOR TUES. 3 JUNE 2025: · Mon. 2 June 2025: BREAKING: FLIGHT ATTENDANT EXPOSES BRIGITTE MACRON — SHOCK FOOTAGE ALLEGEDLY PROVES FRANCE'S FIRST LADY IS BIOLOGICALLY MALE AND ACCUSED OF SEXUAL PREDATION - amg-news.com – All of the DS/Khazarians must be perverts. Satan has ordered it. N.· High-level NYPD sources CONFIRMED the existence of a Hillary Clinton sex tape involving Huma Abedin and a minor. Agents described the footage as “sickening”… · Weiner's laptop is a digital crime scene. Buried in it: a folder labeled “life insurance,” containing shocking footage and emails exposing a Washington child-sex ring linked to the Clintons, the DNC, and globalist elite power structures. · A secret NYPD unit has been preparing the takedown…. The Clinton Foundation, described by former FBI Assistant Director James Kallstrom as a “cesspool of organized crime,” has blackmailed its way out of accountability for decades. That ends NOW. · Kallstrom revealed it plainly: “The Clintons are a crime family. Sexual abuse, blackmail, cover-ups — that's their currency.” Bill, a serial rapist. Hillary, a pathological liar and child predator. Their control over the DOJ, the CIA, and even foreign intelligence networks is not accidental — it's strategic. · This isn't just DC. It goes deep into MI5 and MI6. · This is a Syndicate. A Satanic Cabal. It hates God, hates you, and feeds on the innocent. · The Clinton ring was NEVER shut down. It simply went quiet. The moment is coming when the tapes will be seen. The arrests will be real. And GITMO will finally fill. Tick. Tock. Some of their handiwork: COVID/ VAX/ EBOLA/ SWINE FLU/ POLIO/ SMALL POX/ BSE/ ZIKA/ SARS/ MONKEY POX/ BSE/ Zika/ AIDS/ VAX/ H1N1/ AIDs/ GRAPHENE OXIDE/ CHEM TRAILS/ FLUORIDE/ PROCESSED FOODS/ HUMAN CLONES HOAXES: · Mon. 2 June 2025: JUST IN: RFK JR. EXPOSES DARPA'S ROLE IN CHEMTRAIL WEATHER WEAPONS — MILITARY SECRETS LEAKED [VIDEO] - amg-news.com - American Media Group · Tues. 3 June 2025: Strokes are rising among younger adults, with CDC data showing a 14.6% increase in ages 18–44 from 2020 to 2022. Doctors say they've never seen so many young stroke patients. …@GeneralMCNews on Telegram P. Tues. 3 June 2025: Dr. THORP testified before Congress with evidence researchers KNEW mRNA covid vaccines entered the placenta of pregnant women, caused miscarriages, still births, premature deaths, and then DESTROYED 60% of the ovarian reserve …White Hats on Telegram · Crimes Against Humanity. This was population control “On February 8, 2025, our team of researchers published a peer reviewed study in Science, Public Health Policy, and the law. · We identified 37 adverse pregnancy outcomes significantly associated with COVID 19 vaccine, including miscarriage, stillbirth, birth defects, cervical insufficiency, premature rupture membranes, preterm birth and death of the newborn. · Lynn and colleagues, in a major journal publication, documented that the COVID 19 vaccine traverses the placenta, enters the fetal blood, and bio-actively produces spike protein in the placenta and the lining of the uterus. · Recently, animal studies revealed the MRNA COVID vaccine causes the destruction of 60% of the ovarian reserve in rats.” The War goes on but by the grace of God, the Alliance has all they need to decapitate the DS/Khazarian enemy.
Jeff and Jeremy dive into the hot topic of the recent federal announcement eliminating taxes on tips. They chat with a local server who shares the electric atmosphere at his workplace when the news broke, with coworkers celebrating the potential boost to their paychecks. To break it all down, the guys bring in their tax expert, Billy from H&R Block, who runs multiple franchises in San Luis Obispo County. Billy explains how the proposed policy could allow servers to deduct up to $25,000 in tips from federal taxes, potentially fattening their paychecks significantly. But there's a catch—California might not play along, likely taxing tips at the state level. The trio unpacks what this means for servers' take-home pay, especially in a high-tax state like California, and compares it to states with no income tax like Washington or Florida. With their signature mix of humor, tangents about fantasy football and golf plans, and Billy's knack for explaining complex tax rules, Jeff and Jeremy deliver a lively discussion that's both informative and entertaining. Tune in to find out how this game-changing policy could impact your favorite servers!
AI kost ontzettend veel stroom. Een simpel vraagje aan ChatGPT kost al miljarden berekeningen. Servers staan dag en nacht te ronken. Is het dat allemaal wel waard? Prsentator Jan-Willem Wesselink praat erover met: * Stefan Buijsman, techniekfilosoof * Remy Gieling, AI-expert
Find the 9 Points Rating System here: https://www.alostplot.com/9-points/ Find our Mission Impossible: Dead Reckoning here: https://www.podomatic.com/podcasts/maverick51411/episodes/2023-07-19T11_22_57-07_00 ----------Highlights:0:00 'Mission Impossible: The Final Reckoning' Introduction5:03 Opening Scene9:21 Ethan Hunt as a Main Character12:50 Heist Scenarios and Heightened Stakes23:44 Servers and Planes29:00 Ending of the Film32:46 The Entity and Gabriel44:23 Luther Stickell50:03 Grace, Benji, Paris, etc.55:31 The Role of the President and Ethical Dilemmas#missionimpossible #thefinalreckoning #ethanhunt #missionimpossible8 #mi8 #alostplot #lutherstrickell #grace #paris #thriller #heist #gabriel #artificialintelligence #ai #theentity #benji #tomcruise
At KubeCon EU 2025 in London, Nirmal and I discussed the important (and not-so-important) things you might have missed. There's also a video version of this show on YouTube.Creators & Guests Cristi Cotovan - Editor Beth Fisher - Producer Bret Fisher - Host Nirmal Mehta - Host (00:00) - DDT Audio Podcast Edited (00:04) - Intro (01:24) - KubeCon 2025 EU Overview (03:24) - Platform Engineering and AI Trends (07:03) - AI and Machine Learning in Kubernetes (15:38) - Project Pavilions at KubeCon (17:05) - FinOps and Cost Optimization (20:39) - HAProxy and AI Gateways (24:00) - Proxy Intelligence and Network Layer Optimization (26:52) - Developer Experience and Organizational Challenges (29:23) - Platform Engineering and Cognitive Load (35:54) - End of Life for CNCF Projects You can also support my free material by subscribing to my YouTube channel and my weekly newsletter at bret.news!Grab the best coupons for my Docker and Kubernetes courses.Join my cloud native DevOps community on Discord.Grab some merch at Bret's Loot BoxHomepage bretfisher.com
Send us a textSEO Is Not That Hard is hosted by Edd Dawson and brought to you by KeywordsPeopleUse.com Help feed the algorithm and leave a review at ratethispodcast.com/seo You can get your free copy of my 101 Quick SEO Tips at: https://seotips.edddawson.com/101-quick-seo-tipsTo get a personal no-obligation demo of how KeywordsPeopleUse could help you boost your SEO and get a 7 day FREE trial of our Standard Plan book a demo with me nowSee Edd's personal site at edddawson.comAsk me a question and get on the show Click here to record a questionFind Edd on Linkedin, Bluesky & TwitterFind KeywordsPeopleUse on Twitter @kwds_ppl_use"Werq" Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 4.0 Licensehttp://creativecommons.org/licenses/by/4.0/
Starting your day with a tired, sluggish voice? Whether you're heading into a long day of talking, teaching, singing, or shouting over noise — your voice needs support before you hit go.In this episode, I'll walk you through a simple, gentle morning vocal warm-up that sets your voice up for success — so you can speak and sing with clarity, power, and confidence all day long.
- Are you surprised that servers admit to eating off your plate before bringing it to you?
Jeff and Jeremy unpack the surprising bipartisan win at the U.S. Capitol, where a bill introduced by Ted Cruz to eliminate federal taxes on tips for workers earning $160,000 or less sailed through with unanimous support. The duo debates the impact on servers, bartenders, and tipped workers, exploring how this could boost take-home pay—potentially turning a $110 paycheck into $600 for some! They dive into the nuances, like California's potential to still tax tips as “bonuses,” and question if diners might tip less knowing taxes are off the table. With humor and real talk, they share insights from a caller in the service industry and reminisce about the days of cash tips and $4 minimum wages. #ServiceIndustry #BipartisanWin #TippingCulture #CaliforniaTaxes
Morning Show 05-21-25 Servers and waiters-Biden by The Watchdog
Two other episodes I think you'd like:What To Do & When - Wedding Planning Step-by-Step21 Wedding BUDGET SAVING Tips Want to ask Jamie your wedding planning questions? Join her in The Master Plan!What did you think about this episode? What were your takeaways? I want to hear your feedback! Screenshot the episode and post your thoughts on Instagram and tag us @wolferandco. You can get your Perfect Wedding Timeline - HERE!Be sure to grab your Ultimate Wedding Day Checklist at https://www.wolferandco.com/engagechecklistYou are also invited to join the Facebook Wedding Community she has created for y'all to support each other. ❤️P.S. — These links may use affiliate platforms where commission may be earned based on clicks and/or purchases, and I would love it if you used them! It won't cost you anything extra, but affiliate links are RAD because they help creators like me to fund the free content we provide.
Servers & Hot Plates by Maine's Coast 93.1
This week, Mike and Emily dive into the recent positive performance of The Trade Desk, questioning if the earlier concerns about the ad tech market were overblown, and then shift gears to discuss the evolving landscape of search with the rise of sophisticated AI prompting and its implications for information access and optimization.
No matter how we define the edge, the special requirements for use in harsh environments drive unique product decisions. This episode of Utilizing Tech, brought to you by Solidigm, features Alistair Bradbrook, founder of Antillion, discussing edge servers with Jeniece Wnorowski and Stephen Foskett. It pays to start with the intended outcome, defining the solution based on customer needs rather than with the technology at hand. This is especially true at the edge, where unique requirements for mobility, power, ruggedness, and manageability drive novel configurations. When it comes to defense applications, AI is driving greater collection of data at the edge, yet connectivity is often inconsistent, driving increasing processing power. Yet the current CPUs can often handle inferencing in edge use cases, especially when the rest of the server, including storage, can handle high data transfer rates. Edge computers have always needed more storage capacity, and the latest SSDs can bring incredible amounts in a small form factor. Antillion is also a leader in conduction cooling, bringing liquid and immersion cooled devices to market for demanding applications. They are also working to bring disaggregated servers to market using CXL technology, a topic covered in detail on season 4 of this podcast. The edge is all about constraints, and this limitation drives incredible innovation.Guest:Alistair Bradbrook is the Founder and COO of Antilion. You can connect with Alistair on LinkedIn and learn more about Anitllion on their website. Hosts: Stephen Foskett, President of the Tech Field Day Business Unit and Organizer of the Tech Field Day Event SeriesJeniece Wnorowski, Head of Influencer Marketing at Solidigm Scott Shadley, Leadership Narrative Director and Evangelist at SolidigmFollow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon. Visit the Tech Field Day website for more information on upcoming events. For more episodes of Utilizing Tech, head to the dedicated website and follow the show on X/Twitter, on Bluesky, and on Mastodon.
An arrogant boss tries to throw IT under the bus — but when the receipts come out, the whole story flips. From clueless leadership to chaotic tech disasters, today's Tales From Tech Support episode is packed with power struggles and hilarious meltdowns. Whether it's servers bricked by bad decisions or family members who still can't close an app, these stories prove one thing: always listen to the techs. And if you don't? Get ready to watch it all crash down.Submit your own stories to KarmaStoriesPod@gmail.com.Karma Stories is available on all major Podcasting Platforms and on YouTube under the @KarmaStoriesPodcast handle. We cover stories from popular Reddit Subreddits like Entitled Parents, Tales From Tech Support, Pro Revenge and Malicious Compliance. You can find new uploads here every single day of the week!Rob's 3D Printing Site: https://Dangly3D.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/karma-stories--5098578/support.
Get ready for a wild ride as Mike Figs joins Dave Temple and Derek Gaines in the turtle liar! On this Easter Monday special of No Need for Apologies we talk restaurant war stories, AI seggs bots and even the Pope's final sendoff! This episode goes everywhere you didn't know you needed to go. Catch the crew confessing weekly apologies, roasting ER patients, and exposing tip culture—plus a deep dive into Catholic TikTok!
Docker launched "Docker Model Runner" to run LLMs through llama.cpp with a single "docker model" command. In this episode Bret details examples and some useful use cases for using this way to run LLMs. He breaks down the internals. How it works, when you should use it or not use it; and, how to get started using Open WebUI for a private ChatGPT-like experience.★Topics★Model Runner DocsHub ModelsOCI ArtifactsOpen WebUIMy Open WebUI Compose fileCreators & Guests Cristi Cotovan - Editor Beth Fisher - Producer Bret Fisher - Host (00:00) - Intro (00:46) - Model Runner Elevator Pitch (01:28) - Enabling Docker Model Runner (04:28) - Self Promotion! Is that an ad? For me? (05:03) - Downloading Models (07:11) - Architectrure of Model Runner (10:49) - ORAS (11:09) - What's next for Model Runner? (12:13) - Troubleshooting You can also support my free material by subscribing to my YouTube channel and my weekly newsletter at bret.news!Grab the best coupons for my Docker and Kubernetes courses.Join my cloud native DevOps community on Discord.Grab some merch at Bret's Loot BoxHomepage bretfisher.com
Jake and Michael discuss all the latest Laravel releases, tutorials, and happenings in the community.This episode is sponsored by CodeRabbit - cut code review time and bugs in half with AI-driven, contextual feedback.Show linksModel Resource Helper Functions in Laravel 12.7 Automatic Relation Loading in Laravel 12.8 NativePHP v1 is finally here! Laravel Herd Raycast Extension Larabelles, Conference Speaking, and more with Zuzana K Image Dimension Validation with Laravel's dimensions Rule Laravel Unique Whisp is a PHP SSH Server PHP DevTools Console Laravel Test Assertions Package Simplify Real-Time Notifications with Laravel's Anonymous Broadcasts Monitor HTTP Interactions with Laravel's New Http::record() Method Enhancing Database Error Diagnostics with Laravel's getRawSql Conditional Context Management Made Easy with Laravel's Context Facade TutorialsStreamlining Date Queries with Laravel's Shorthand MethodsFeature Flags with Laravel PennantEnhancing Numeric Validation with Laravel's Fluent Rule InterfaceImplementing Account Suspension in LaravelEnsuring Attribute Consistency in Laravel Relationship CreationsPost-Process Query Results Elegantly with Laravel's afterQuery MethodSimplify URL Generation with Laravel's New query() Method
In this episode, we discuss launch stats, slippery servers, and squishy plushies. Crashlands 2 hit the ground running with five times the sales of the original and a tidal wave of new players! Steam charts lit up, bugs stayed quiet, and the community showed up in force. This one's for you, Shenanites — thanks for showing up and making the launch unforgettable
In this episode, Daniel sits down with Pavel Veller, EPAM's Chief Technologist, to explore the practical challenges of orchestrating many AI agents and managing connections to disparate systems/tools. Pavel shares insights from his hands-on work with agentic architectures and internal tools like "DIAL". Pavel also helps us understand things like MCP servers and why connecting assistants via APIs is easy—but making them useful is hard. Featuring:Pavel Veller – LinkedIn, XDaniel Whitenack – Website, GitHub, XLinks:EPAMDIALSWE-bench results ★ Support this podcast ★
Customs and Border Protection's Office of Information Technology says it's reviewing the loss of three physical servers, a public records request shows. According to a document produced by CBP's Cybersecurity Directorate, about 200 government devices have been stolen or gone missing in recent years. Of these devices, 140 were cell phones, and just under 40 were laptops. No items were reported to be lost abroad, according to the document. That federal employees would have lost phones and tablets isn't surprising. FedScoop has reported on lost electronics at the U.S. Agency for International Development and NASA, and agencies often review inventories of employee devices. Still, the loss of government-furnished equipment can raise concerns about the security of sensitive data. Some federal employees have even been caught stealing government IT equipment in order to sell it. The loss of three servers is somewhat unusual. The agency did not answer a series of questions about the lost servers, including what data they might have held or whether the losses were ever reported to law enforcement. In response to FedScoop questions, an agency spokesperson said, “CBP is currently reviewing this issue.” The Cybersecurity and Infrastructure Security Agency must brief Congress on proposed deep cuts to agency personnel, a top Democrat said in a letter to its acting director. California Rep. Eric Swalwell, ranking member of the House Homeland Security Subcommittee on Cybersecurity and Infrastructure Protection, wrote in the letter to acting Director Bridget Bean on Thursday that CISA is obligated to notify Congress of its plans. CISA reportedly plans to cut agency staff by nearly 40%, or 1,300 people. Swallwell wrote in his letter that “upending an agency that plays such an important role in defending the homeland while keeping Congress in the dark is wholly unacceptable,” adding that CISA hasn't provided the subcommittee any justification for the cuts or explained how it will execute its congressionally mandated mission with a fraction of the workforce and resources. CISA had already cut 130 probationary staffers, a move blocked in court before being overturned in an appeal. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
Tool Use and Model Context Protocol (MCP) Notes and resources at ocdevel.com/mlg/mla-24 Try a walking desk to stay healthy while you study or work! Tool Use in Vibe Coding Agents File Operations: Agents can read, edit, and search files using sophisticated regular expressions. Executable Commands: They can recommend and perform installations like pip or npm installs, with user approval. Browser Integration: Allows agents to perform actions and verify outcomes through browser interactions. Model Context Protocol (MCP) Standardization: MCP was created by Anthropic to standardize how AI tools and agents communicate with each other and with external tools. Implementation: MCP Client: Converts AI agent requests into structured commands. MCP Server: Executes commands and sends structured responses back to the client. Local and Cloud Frameworks: Local (S-T-D-I-O MCP): Examples include utilizing Playwright for local browser automation and connecting to local databases like Postgres. Cloud (SSE MCP): SaaS providers offer cloud-hosted MCPs to enhance external integrations. Expanding AI Capabilities with MCP Servers Directories: Various directories exist listing MCP servers for diverse functions beyond programming. modelcontextprotocol/servers Use Cases: Automation Beyond Coding: Implementing MCPs that extend automation into non-programming tasks like sales, marketing, or personal project management. Creative Solutions: Encourages innovation in automating routine tasks by integrating diverse MCP functionalities. AI Tools in Machine Learning Automating ML Process: Auto ML and Feature Engineering: AI tools assist in transforming raw data, optimizing hyperparameters, and inventing new ML solutions. Pipeline Construction and Deployment: Facilitates the use of infrastructure as code for deploying ML models efficiently. Active Experimentation: Jupyter Integration Challenges: While integrations are possible, they often lag and may not support the latest models. Practical Strategies: Suggests alternating between Jupyter and traditional Python files to maximize tool efficiency. Conclusion Action Plan for ML Engineers: Setup structured folders and documentation to leverage AI tools effectively. Encourage systematic exploration of MCPs to enhance both direct programming tasks and associated workflows.
Summary In this episode, Brian shares five key lessons from Las Vegas that every restaurant operator should hear. From faster drink service to private room optimization and upsell strategy, these practical insights are designed to boost revenue while enhancing the guest experience. Learn how to modernize your operations, empower your staff, and grow profitability—starting tonight. Key Takeaways Modernize the Reservation Process Use your reservation system to curate guest experiences, not just book tables. Ask the purpose of the visit—anniversary, business dinner, birthday—to personalize the service. Leverage confirmations via text or phone as additional engagement touchpoints. Prioritize the First Drink—Fast Speed matters: get the first drink in hand quickly, ideally before guests are seated. The faster the first drink, the more likely a second drink will be ordered—which increases revenue. Train staff to lead with beverage suggestions and make cocktail menus stand out. Train Staff to Curate & Upsell Teach servers to read the table and suggest appropriate apps, drinks, and entrees. Pre-sell appetizers for the table instead of waiting for guests to decide. Create incentives (e.g., spiffs) for staff to move high-margin items like premium wines or cocktails. Always Be Booking the Private Room Treat your private room like a key revenue generator, not a hidden option. Use it for business dinners, group celebrations, and high-spend guests—even if not requested. Simplify the booking process and avoid unnecessary friction like deposit hurdles or rigid policies. Create Concierge-Style Add-Ons Offer celebration packages: wine, flowers, dessert upgrades, or to-go items. Introduce pre-orderable take-home meals, cookies, or lunch for the next day. Use the reservation system to upsell enhancements before the guest even arrives. Pro Tips A thoughtful reservation experience can set the tone for a higher check average. Lead with a separate cocktail menu to shift attention and increase sales. Servers should be trained to place the order for the table when appropriate—it enhances the guest experience and simplifies decision-making. Use private dining space more often—don't let it sit idle. Think like Amazon: reduce friction in ordering and upselling. People want to be sold.
Be The Church Ministry Servers Acts 2:43 43 And awe came upon every soul, and many wonders and signs were being done through the apostles. I. Ministry Server: What Is It? II. Ministry Server: Why Is It Important? III. Ministry Server: What Can I Do About It? IV. Ministry Server: What Difference Does It Make?
Link to episode page This week's Cyber Security Headlines – Week in Review is hosted by Rich Stroffolino with guest Carla Sweeney, SVP, InfoSec, Red Ventures Thanks to our show sponsor, Nudge Security Are you struggling to secure your exploding SaaS footprint? With Nudge Security, you can discover all SaaS apps and accounts, manage access, ensure secure configurations, vet unfamiliar tools, and automate daily identity security tasks. Start a free 14-day trial All links and the video of this episode can be found on CISO Series.com
U.S. Comptroller suffers ‘major incident' Oracle confirms "obsolete servers" hacked Police seize Smokeloader malware servers and detain customers Thanks to our episode sponsor, Nudge Security Nudge Security is the only solution for SaaS security and governance that can discover up to two years of historical SaaS spend along with usage insights so you can uncover wasted spend and sources of unnecessary risk. Start a free 14-day trial today For the stories behind the headlines, visit CISOseries.com.
In this Episode, not only is Carney having a hard time speaking English, but his French really sucks! What to do when your restaurant server flirts with your husband or wife. Election Season is in full swing and the polls are getting really tight! This Episode is Sponsored By: www.lesdeliceslafrenaie.com IG: @deliceslafrenaie @lafrenaiebrossard The Drive By® Podcast is Brought to you by: www.ownspace.com *the views and opinions expressed on this podcast are of the speakers and do not necessarily reflect the views or positions of paid sponsors. The Drive By-Music-Intro/Extro https://open.spotify.com/track/2tAF0OfAhHdY76D9yCZ0T7?si=12de8dcd0d904211
Join Dan Vega and DaShaun Carter as they welcome James Ward, Principal Developer Advocate at AWS. This episode explores James' career journey, his podcast work, and his expertise in Java development. The conversation dives into Amazon's Nova model and James' recent article on Model Context Protocol (MCP). Learn about building AI agents with Spring AI and discover how Spring developers can implement MCP clients and servers on AWS for powerful, integrated AI applications.The hosts get James' unique perspective on the evolving intersection of Spring, Java, and cloud AI services, with practical insights for developers looking to enhance their applications with AI capabilities. You can participate in our live stream to ask questions or catch the replay on your preferred podcast platform.Show NotesRunning MCP Agents (Clients & Servers) on AWSAWS NovaModel Context Protocol
Nintendo has unveiled the Switch 2 so we discuss, more MCP, and we vibe code non stop! Follow Us Frank: Twitter, Blog, GitHub James: Twitter, Blog, GitHub Merge Conflict: Twitter, Facebook, Website, Chat on Discord Music : Amethyst Seer - Citrine by Adventureface ⭐⭐ Review Us (https://itunes.apple.com/us/podcast/merge-conflict/id1133064277?mt=2&ls=1) ⭐⭐ Machine transcription available on http://mergeconflict.fm
A rogue mouse, overloaded network, and one very expensive internet plan. This episode is packed with IT disasters that could've been avoided with just a little common sense. From junior dev mistakes to CEO decisions gone horribly wrong, these stories highlight exactly what happens when people ignore the techs trying to save them. Grab a drink, because everything's about to break.Submit your own stories to KarmaStoriesPod@gmail.com.Karma Stories is available on all major Podcasting Platforms and on YouTube under the @KarmaStoriesPodcast handle. We cover stories from popular Reddit Subreddits like Entitled Parents, Tales From Tech Support, Pro Revenge and Malicious Compliance. You can find new uploads here every single day of the week!Rob's 3D Printing Site: https://Dangly3D.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/karma-stories--5098578/support.
Let's talk MCP! Follow Us Frank: Twitter, Blog, GitHub James: Twitter, Blog, GitHub Merge Conflict: Twitter, Facebook, Website, Chat on Discord Music : Amethyst Seer - Citrine by Adventureface ⭐⭐ Review Us (https://itunes.apple.com/us/podcast/merge-conflict/id1133064277?mt=2&ls=1) ⭐⭐ Machine transcription available on http://mergeconflict.fm
In this week's enterprise security news, Big funding for Island Is DLP finally getting disrupted? By something that works? We learn all about Model Context Protocol servers Integrating SSO and SSH! Do we have too many cybersecurity regulations? Toxic cybersecurity workplaces Napster makes a comeback this week, we've got 50% less AI and 50% more co-hosts All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-400
This episode is about what I'm seeing and what I'm doing right now, and then for the rest of the year. There are three parts. First, I talk about what's about to happen for me for the next few weeks re going to London for KubeCon. Then what I'm planning to change in this podcast, as well as my other content on YouTube for the rest of the year. And lastly, I talk about some industry trends that I'm seeing that will force me, I think, to change the format of this show. I recorded the episode on March 22, 2025.★Topics★My work at KubeCon EU in LondonWhat's next for this Podcast and my YouTubeWhat's up with AI for DevOps?Creators & Guests Beth Fisher - Producer Bret Fisher - Host (00:00) - What's Coming in 2025 (01:07) - Highlights I'm excited about re KubeCon (04:35) - Changes to this Podcast (05:58) - What's up with AI and "Agentic DevOps"? (15:11) - Upcoming guests You can also support my free material by subscribing to my YouTube channel and my weekly newsletter at bret.news!Grab the best coupons for my Docker and Kubernetes courses.Join my cloud native DevOps community on Discord.Grab some merch at Bret's Loot BoxHomepage bretfisher.com
First dates are almost always awkward; sometimes they are even bad. Servers are sharin and spillin and chillin with stories of other people's woe time bad dance. You can find every podcast we have, including the full show every weekday right here…➡︎ https://thejubalshow.com/podcasts The Jubal Show is everywhere, and also these places: Website ➡︎ https://thejubalshow.com Instagram ➡︎ https://instagram.com/thejubalshow X/Twitter ➡︎ https://twitter.com/thejubalshow Tiktok ➡︎ https://www.tiktok.com/@the.jubal.show Facebook ➡︎ https://facebook.com/thejubalshow YouTube ➡︎ https://www.youtube.com/@JubalFresh Support the show: https://the-jubal-show.beehiiv.com/subscribeSee omnystudio.com/listener for privacy information.
#293. Think twice about the last of the fish and don't eat the corn chowder. Dillon continues our recent experiences of interesting hotel restaurant dinners, and it's not a great experience. But he was warned. Do you take advice from servers? And next time you have left-overs, wake up the next morning and wrap whatever it is in an egg blanket and American cheese. You never know what you'll find! It's a little game Kendall plays and it's called, “Will it Omelette?” Speaking of left-overs, what do you do with the mound of unused ketchup packets at the fast-food dining table? Chick-fil-A has thought of that! Finally, we discuss a whacky and violent game in England where one of the very few rules is, “no murder.” Listen and chime in via the LinkTree below! Until next time, be kind to each other.FTM Merch! - https://www.teepublic.com/user/fromthemiddleLinkTree - https://linktr.ee/fromthemidpodVOICE MAIL! Comment, ask a question, suggest topics - (614) 383-8412Artius Man - https://artiusman.com use discount code "themiddle"
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Our Head of U.S. IT Hardware Erik Woodring gives his key takeaways from Morgan Stanley's Technology, Media and Telecom (TMT) conference, including why there appears to be a long runway ahead for AI infrastructure spending, despite macro uncertainty. ----- Transcript -----Welcome to Thoughts on the Market. I'm Erik Woodring, Morgan Stanley's Head of U.S. IT Hardware Research. Here are some reflections I recorded last week at Morgan Stanley's Technology, Media, and Telecom Conference in San Francisco. It's Monday, March 10th at 9am in New York. This was another year of record attendance at our TMT Conference. And what is clear from speaking to investors is that the demand for new, under-discovered or under-appreciated ideas is higher than ever. In a stock-pickers' market – like the one we have now – investors are really digging into themes and single name ideas. Big picture – uncertainty was a key theme this week. Whether it's tariffs and the changing geopolitical landscape, market volatility, or government spending, the level of relative uncertainty is elevated. That said, we are not hearing about a material change in demand for PCs, smartphones, and other technology hardware. On the enterprise side of my coverage, we are emerging from one of the most prolonged downcycles in the last 10-plus years, and what we heard from several enterprise hardware vendors and others is an expectation that most enterprise hardware markets – PCs , Servers, and Storage – return to growth this year given pent up refresh demand. This, despite the challenges of navigating the tariff situation, which is resulting in most companies raising prices to mitigate higher input costs. On the consumer side of the world, the demand environment for more discretionary products like speakers, cameras, PCs and other endpoint devices looks a bit more challenged. The recent downtick in consumer sentiment is contributing to this environment given the close correlation between sentiment and discretionary spending on consumer technology goods. Against this backdrop, the most dynamic topic of the conference remains GenerativeAI. What I've been hearing is a confidence that new GenAI solutions can increasingly meet the needs of market participants. They also continue to evolve rapidly and build momentum towards successful GenAI monetization. To this point, underlying infrastructure spending—on servers, storage and other data center componentry – to enable these emerging AI solutions remains robust. To put some numbers behind this, the 10 largest cloud customers are spending upwards of [$]350 billion this year in capex, which is up over 30 percent year-over-year. Keep in mind that this is coming off the strongest year of growth on record in 2024. Early indications for 2026 CapEx spending still point to growth, albeit a deceleration from 2025. And what's even more compelling is that it's still early days. My fireside chats this week highlighted that AI infrastructure spending from their largest and most sophisticated customers is only in the second inning, while AI investments from enterprises, down to small and mid-sized businesses, is only in the first inning, or maybe even earlier. So there appears to be a long runway ahead for AI infrastructure spending, despite the volatility we have seen in AI infrastructure stocks, which we see as an opportunity for investors. I'd just highlight that amidst the elevated market uncertainty, there is a prioritization on cost efficiencies and adopting GenAI to drive these efficiencies. Company executives from some of the major players this week all discussed near-term cost efficiency initiatives, and we expect these efforts to both help protect the bottom line and drive productivity growth amidst a quickly changing market backdrop. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.