Podcasts about Siemens

What if agentic AI makes SRE more important, not less? Bennett Gould explains why autonomous AI systems may create more demand for reliability thinking — not less.Everyone seems to think AI is coming for SRE in a hard way.You might have heard the same story:“AI will write the code.”“Agents will handle incidents.”“Copilots will generate the runbooks.”“Automation will reduce operational load.”Yes, the job question is real. If AI can write code, summarize incidents, query observability tools, generate runbooks, and operate across systems, then engineers are right to ask what happens to the work.But here's the part that gets missed: AI does not just automate reliability work. It creates more objects and surface areas that need to be made reliable.Agentic AI is moving from demos into real workflows. These systems are no longer just answering questions. They are querying tools, pulling context, generating changes, and in some cases taking action around production environments.That makes this a Monday morning problem.Teams are already using LLMs for incidents, documentation, observability, infrastructure, and operational decision-making. Somewhere, a team is one demo away from giving an agent access to tools originally designed for humans.That is exactly why I wanted to have this conversation.Bennett Gould is currently a solution engineer at Neubird.ai. His career in SRE and SRE-adjacent work spans large enterprises, cloud, industrial technology, and startups, including AWS, IBM, Siemens, and a YC startup.I wanted to ask him a simple question: What in the agentic AI is happening to SRE?Here are 3 highlights from our talk:1. Agentic AI increases the reliability surface areaThe obvious fear is that AI reduces the need for reliability engineers. Bennett's view was more nuanced. He was clear that engineers still need to adapt. If people do not reskill, stay current, and learn how these systems are forming, there may absolutely be pressure in the job market. But he also argued that AI could create more demand for reliability skills because production complexity is increasing.More code is going into production.More AI-generated code is going into production.More systems that people do not fully understand are going into production.And now autonomous agents are starting to enter production workflows too.That means more surface area. More automation. More operational uncertainty. More ways for things to go wrong.Bennett compared this to Terraform: Infrastructure as code created enormous efficiency gains. But it also created new ways to make very big mistakes very quickly.Before Terraform, most people could not delete all their production resources with a single command. After Terraform, that became technically possible if the system was designed badly enough.Agentic AI follows a similar pattern. With great automation comes great responsibility.Agents can help engineers move faster, query tools, summarize context, and reduce toil. But they can also amplify weak engineering practices, poor boundaries, bad assumptions, and unclear operational ownership. That is not the end of reliability work. That is reliability work entering a new phase.2. Agents can reduce toil, but context is the ceilingOne of the strongest parts of the conversation was Bennett's explanation of where agents can help in incident response. A lot of SRE work involves moving across tools.You may need to query Prometheus, Dynatrace, logs, traces, cloud consoles, ticketing systems, documentation, runbooks, dashboards, and architecture diagrams.The problem is not always that the engineer lacks judgment.Sometimes the problem is that the information is scattered across too many tools, each with its own query language and interface. Bennett gave a simple example: an engineer might be very good at PromQL and very fast when Prometheus is the source of truth. But if the same engineer has to work in a different observability platform with a different query language, their response time can suffer. That is an obvious place where agents can help.The engineer may not need to know every query language perfectly. They need to know what they are looking for and how to reason about the system. The agent can help translate that intent into the right tool calls, queries, and summaries.That could reduce MTTR. It could reduce toil. It could help engineers move faster during incidents.But Bennett also made the limitation clear: You are only as good as the context you have. This is where he introduced two useful concepts:* Context mining* Context distillationContext mining means proactively finding the information that might be useful in a given operational situation.Context distillation means taking large amounts of information — runbooks, Confluence pages, diagrams, documentation, prior incidents — and reducing it into the minimum useful context an LLM or agent can use.That sounds powerful. But there is a catch. Sometimes the context simply is not there.Many of the largest and most complex organizations still run legacy systems where knowledge lives in people's heads, stale documentation, tribal memory, and unwritten assumptions.There may not be a clean process for turning that into usable context. That matters because agents do not magically understand your system. They work with the context they are given. If the context is missing, outdated, or wrong, the agent's usefulness maxes out early.3. Agentic systems are not just LLM demosA basic LLM workflow is relatively easy to demo:You give it a prompt.You connect a few tools.You add some APIs.You get a useful answer.That is impressive, but it is not the same thing as running an agentic system in a meaningful production environment.Bennett made a useful analogy here: running your own infrastructure versus using a hyperscaler.Cloud providers removed a lot of undifferentiated heavy lifting. Most companies do not want to spend half their time racking servers, managing data centers, and dealing with low-level infrastructure when they are trying to serve customers.Agentic systems create similar questions:* What parts of the work should be handled by the system?* What parts still need engineering discipline?* And what has to exist around the model before it is safe and useful?That surrounding structure is where the real work begins. Bennett called this harness engineering. Once you move beyond an LLM demo, you have to think about memory, learning, tool usage, identity, federation, security, evaluations, and guardrails.That is a very different problem from “the model gave a good answer on my laptop.” SREs know why that distinction matters. “It works on my machine” is not an acceptable reliability strategy.A runbook that recovers a thousand-node database cannot be non-deterministic, undocumented, and dependent on someone's local setup. If it is part of the operational backbone, it needs to be reliable.Agentic AI does not remove that requirement. It makes it more important.Bonus: Agents expose weak engineering practicesAgentic AI not only introduces new problems but it also reveals old ones.* Weak APIs.* Brittle runbooks.* Missing context.* Poor evals.* Unclear tool boundaries.* Operational shortcuts.Systems that were designed assuming careful human use may behave very differently when AI agents start using them. That is why this conversation matters for SRE.Agentic AI is not only a productivity story. It is a reliability story.It forces teams to ask whether their existing practices are strong enough for a world where more actions can be generated, recommended, or executed by autonomous systems.The silver lining for reliability workAgentic AI does not remove the need for reliability thinking. It raises the bar for it. The tools will change. The workflows will change. Some tasks will absolutely be automated or reshaped.But the hardest parts of reliability are still the hard parts:* understanding the system* knowing the trade-offs* building reliable operational processes* making good judgment calls under uncertainty and* owning the outcome when something changes in productionThat is why SRE does not disappear in an agentic AI world.It becomes one of the disciplines that makes the agentic AI world survivable.So if your team is already using AI around incidents, observability, runbooks, infrastructure, or production workflows, the question is not whether the future is coming. The future is already in the workflow.The real question is whether your reliability practices are ready for it. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit read.srepath.com

AI can finally write back to the plant floor, but only if you can trust it. Chris Stevens and Annemarie Breu of Siemens explain how orchestration makes that safe.Industrial AI has reached a turning point. Manufacturers can already collect data, contextualize it, and surface insights, but the hardest step has always been turning insight into action on real control equipment. Chris Stevens and Annemarie Breu of Siemens explain how an orchestration layer finally closes that loop. Annemarie frames the tension clearly. Automation depends on determinism, while large language models are probabilistic by design, so the goal is to bring that discipline into AI and validate any suggestion before it changes a set point.Most executive conversations start with return on investment, and two forces are making the case easier to prove. The workforce shortage has stretched the expected payback window from 18 months toward 36 months, and when a line cannot run for lack of people every idle minute costs thousands of dollars. The other driver is overall equipment effectiveness, since most plants run near 70 percent OEE and even a fraction of a percent of gain can justify a project. Energy is a standout case too. A BorgWarner sustainability effort used a digital twin to flatten demand peaks and reportedly paid for itself in under six months, even as data center growth pushes electricity demand higher through 2040.On trust and safety, Annemarie borrows a principle from industrial safety. Just as fail safe IO modules rely on two channel evaluation, every AI suggestion is validated against a state machine, a workflow, or a physics based digital twin before the orchestration layer passes it to a controller. With virtual commissioning and soft PLCs a change can be tested virtually, approved by a human in the loop, and only then written to control, an approach PepsiCo and NVIDIA echoed at CES when they called the digital twin a must have. Making AI real, the pair argue, comes down to discipline, clear scope, acceptance criteria, and focused 90 day challenges, plus the change management and user experience that drive adoption. Their favorite quick win is preventive maintenance driven by machine data, which both BorgWarner and Maersk tied to millions in savings.About Chris StevensChris Stevens is President of US Automation at Siemens, where he leads a roughly one billion dollar business spanning software, services, and hardware. He brings more than 25 years across Siemens Digital Industries, starting in the field selling assembly and test equipment, moving into the software and digital twin world, and returning to automation to bring the hardware and software sides of the business together.About Annemarie BreuAnnemarie Breu is a senior technology leader at Siemens Digital Industries focused on automation software deployment and customer technology partnerships in the US. She began at Siemens about a decade ago as a systems engineer in the San Francisco Bay Area, working with consumer electronics manufacturers on virtual commissioning and digital twins. Her work today centers on bringing the determinism and reliability of automation into industrial AI.Timestamps0:00 Introduction and Automate 2026 preview2:50 Meet Chris Stevens and Annemarie Breu9:30 The first AI question is always ROI14:00 Workforce gaps and OEE drive the business case19:30 Energy management and the data center demand surge23:20 Data, sensors, and contextualization requirements28:00 Guardrails, hallucinations, and two channel validation32:40 The digital twin and the human in the loop37:40 How partners and integrators move up the stack45:30 What it takes to make AI real on the floor55:50 Preventive maintenance as a quick win59:40 Predictions, career advice, and book picksAbout Your HostsVladimir Romanov is a co-host of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to de-risk modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Edge Computing and the Value of AI in Manufacturing Data: https://www.joltek.com/blog/edge-computing-ai-value-manufacturing-dataIT and OT Architecture Integration: https://www.joltek.com/services/service-details-it-ot-architecture-integrationDave Griffith is a co-host of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über den Absturz von Super ‌Micro Computer, das Dilemma von Oracle und Übernahmefantasie bei Hugo Boss. Außerdem geht es um Qualcomm, Arm Holdings, Broadcom, Advanced Micro Devices (AMD), Micron Technology, Marvell Technology, Tesla, Frasers Group, Fielmann, BMW, Mercedes-Benz Group, Volkswagen, Allianz, Deutsche Telekom, Siemens, Adobe, Galatasaray, Aarhus GF, FC Porto, Celtic FC, Manchester United, Juventus FC, Fenerbahçe SK, Borussia Dortmund, SS Lazio, Trabzonspor, Adidas, Puma, Nike, Hyundai Motor, Heineken, TUI, Sagax, B&M European Value Retail, Cranswick, SalMar, Fresnillo, Drax Group, Bakkafrost, Man Group, Zealand Pharma, flatexDEGIRO, Nemetschek, Mycronic, Bavarian Nordic, JD Sports Fashion und CTS Eventim. Hört „WELTMeister“ mit diesem Link bei Spotify: open.spotify.com/show/7CX3rSNRL11YEnW7IzkWIS Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The topics, stocks and shares mentions / discussed include:Ai Investing Opportunities For Non-Tech InvestorsMAREX via Winterflood Retail Access Platform (WRAP) provides access to Space X IPOAi essential infrastructureAi BottlenecksEnergy / DatacentersSpace X / SPCXConstellation Energy Group / CEGSiemens Energy / ENRNextEra Energy / NEE + Dominion Energy / DCentrica / CNANational Grid / NG.Sage / SGEComputacenter / CCCRaspberry PI / RPI ChatGPTNvidia / Anthropic / OpenAi / Gemini / Claude AiArtificial Intelligence / AiSoftware as a Service / SaaSDividendsDividend yieldsCash / Debt / GrowthStocks / Investing Winning supporters of the Twin Petes Investing podcastFinancial EducationInvestor Summit Early Bird Tickets  are on sale nowThe Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN& moreShareScope special discount offer code ShareScope : TwinPetesInvestors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)Henry Viola-Heir's blog Home – The Ethical EntrepreneurPowder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETESThe Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

Patch Tuesday goes big. Congress looks to harden critical infrastructure. A new Windows zero-day drops. Mobile AI creates security blind spots. AI agents fall for phishing. Browser extensions expose millions. Spammers hide behind Google Cloud Storage. CISA crowns its cyber champions. Our guest is Joe Sykora, CEO from Coro, discussing the MSP space and how to address it. Relentless robocalls retreat. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices segment, we are joined by Joe Sykora, CEO from Coro, discussing the MSP space and how to address it. If you enjoyed this conversation be sure to check out the full interview here.  Selected Reading Microsoft's biggest-ever Patch Tuesday fixes 206 bugs, including 3 zero-days (Malwarebytes) ICS Patch Tuesday: Vulnerabilities Fixed by Siemens, Schneider, Phoenix Contact (SecurityWeek) Adobe Patches 123 Vulnerabilities (SecurityWeek) Warner proposes overhaul of critical infrastructure cyber plans as AI threats rise (Nextgov/FCW) New Windows Zero-Day Exploit 'RoguePlanet' Released (SecurityWeek) Lookout Study Reveals 93% of CISOs Blinded by False AI Confidence as 59% of Mobile AI Traffic Flows "Dark" (Lookout) Phishing for Lobsters: How We Tricked OpenClaw into Spilling Secrets (Varonis) MaXSS & Spyder: How two Chrome extensions allow websites to compromise over 10 million browsers (Rebora) How Spammers Are Hiding Behind Google and the New York Times (Comparitech) CISA names winners of seventh annual President's Cup cybersecurity competition (Industrial Cyber) U.S. Consumers Received Just Over 4.1 Billion Robocalls in May, According to YouMail Robocall Index (PR Newswire) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode, we talk about efficiency and managing assets in your brewery, as well as proactive and preventive approaches that extend the lifespan of your equipment and reduce equipment downtime. There's more data available to you than ever before, but understanding how to use that data to make smart decisions and anticipate issues before they happen can save you money and avoid costly downtime. Here we talk about some of the more common issues that breweries deal with as well as the warning signs, so that breweries can avoid problems rather than react to them. Joining for the episode are: Bobby Cole, President & CEO of Think-PLC, Lexington, North Carolina Corey Dickens, Principal Solutions Consultant for Manufacturing at Brightly Software, a Siemens company This special episode was produced in partnership with Brightly Software, a Siemens company based in Raleigh, North Carolina, that helps organizations manage their assets, facilities, and infrastructure throughout their entire lifespan. For more than 25 years, Brightly Software has been the global leader in intelligent, cloud-based asset-management solutions, offering excellent training, support, and services. More than 12,000 clients globally rely on Brightly to improve their teams, operations, and planning.

When a workplace is moving a million miles an hour, the natural instinct is to rely solely on technology and efficiency to get things done. Mike Robbins believes this is a missed opportunity. He challenges leaders to prioritize human connection, leaning into the "analog" skills of authentic leadership and vulnerability to build high-performing teams. Joe Mull welcomes Mike to the Boss Better Now podcast for a heartfelt conversation about building stronger and more connected teams. As a former professional baseball player, renowned speaker, and author of five books, Mike draws on a lifetime of teamwork experiences to help leaders cultivate environments where people perform at their best because they feel psychologically safe, valued, and connected. Throughout the discussion, Mike outlines his Authenticity Equation and explains why giving people the space to be honest and imperfect is vital for driving trust in the workplace. He also shares compelling stories from his own life, from getting drafted right out of high school by the New York Yankees to a defining moment with his high school basketball coach, to illustrate the importance of celebrating effort over outcome and modeling the behavior you want to see. In this episode, you'll learn:

Jensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to generation, where every word, image, and video is produced in real time and customized for whoever is asking. He explains why NVIDIA's AI factories are the dynamos of this era: machines that take in electrons and send out tokens of intelligence, just as Siemens' dynamo once turned motion into electricity. Jensen frames intelligence as the third force to "cocoon" the planet after electricity and the internet. He describes the five-layer cake of AI investment—energy, chips, infrastructure, models, applications—and dismantles the fear that AI will erase jobs, using radiology and software engineering to show how automation raised labor demand instead of killing it. His bottom line: you won't lose your job to AI, but you might lose it to someone who uses AI. Hosted by Konstantine Buhler, Sequoia Capital

The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.In this episode:00:00 — The $400 billion AI market stress test01:31 — SpaceX IPO demand explodes05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital09:11 — Why IPO investors should slow down10:40 — South Korea's AI-fuelled bonus boom14:13 — Bryce reveals his stock thesis cards15:48 — Intuitive Surgical: thesis, risks and valuation23:15 — Community Portfolio update and Bitcoin review26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitchETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Hello and welcome to the ZimmCast. I'm Chuck Zimmerman. In this episode I have a very special guest. I haven't talked to him recently but we did quite a bit in the early days of AgWired. He's Harry Siemens and some of you may have heard or read his Siemens Says. He just received a very well deserved award and we'll talk about that too.  The award was initiated by U.S. farm broadcasters Lynn Ketelsen of the Linder Farm Network, the late Orion Samuelson, and Max Armstrong, longtime voices in agricultural broadcasting and fellow members of the National Association of Farm Broadcasting (NAFB). Together, they sought to recognize Siemens' lifetime of contributions to agricultural journalism and his efforts to strengthen relationships between Canadian and American farmers. Throughout his career, Siemens has covered crop production, livestock, trade, transportation, weather, farm policy and rural life, earning the respect of farmers, agricultural leaders and fellow broadcasters across North America. That's the ZimmCast for now. If you have some exciting news in the agrimarketing world, feel free to contact me for the next episode. Just email at chuck@zimmcomm.biz.

Fleet electrification is scaling right now. Here is what fleet leaders and infrastructure experts are seeing on the ground. Headlines suggest fleet electrification is stalling, but the people building and operating EV fleets tell a different story. Siemens' Head of U.S. Fleet, Adam Orth, joins Mike Finnern and John Heaton of WSP to unpack what is actually happening across public transit, private service fleets, and the charging infrastructure that supports them. Drawing on real projects and Siemens' own experience, they explain how fleet electrification decisions play out in practice, and why progress looks uneven from the outside. Key takeaways: Why fleet electrification follows many paths, depending on duty cycles, geography, and operations How charging infrastructure and software shape fleet electrification outcomes as much as vehicles do What slows fleet electrification most often, including adoption, change management, and workforce readiness Lessons from Siemens as it passes the halfway point toward electrifying its full U.S. fleet by 2030 If you want a grounded view of fleet electrification beyond the headlines, this episode shows what scaling looks like when real fleets make the shift.

Honeywell gehört zu den großen Namen der amerikanischen Industrie. Doch an der Börse blieb die Aktie in den vergangenen Jahren hinter vielen Wettbewerbern und auch hinter wichtigen Indizes zurück. Genau deshalb rückt die geplante Aufspaltung des Konzerns jetzt in den Mittelpunkt.Aus dem bisherigen Mischkonzern sollen klarere Einheiten entstehen: Honeywell Aerospace wird abgespalten, während sich das verbleibende Honeywell stärker auf Automatisierung, Gebäudetechnik und industrielle Technologien konzentriert. Für Anleger stellt sich damit eine spannende Frage: Wird der Aerospace-Spin-off zur großen Chance, oder zeigt die Aufspaltung vor allem, wie schwach das Wachstum im bisherigen Konzern zuletzt wirklich war?In dieser Honeywell Aktienanalyse 2026 geht es um die langfristige Kursentwicklung, den Vergleich mit Wettbewerbern wie Siemens, ABB, Schneider Electric und Howmet Aerospace, die Rolle des Luftfahrtgeschäfts, die Entwicklung von Umsatz, Gewinn, Dividende und Verschuldung sowie die aktuelle Bewertung der Honeywell Aktie.Besonders interessant ist der Aerospace-Bereich: Honeywell ist in vielen kommerziellen Flugzeugen, Business Jets sowie im Verteidigungs- und Raumfahrtbereich tief verankert. Gleichzeitig wächst genau dieser Bereich deutlich stärker als andere Teile des Konzerns. Die entscheidende Frage lautet daher: Sollte man die Honeywell Aktie bereits vor dem Spin-off kaufen, oder lieber warten, bis Honeywell Aerospace eigenständig an der Börse handelbar ist?

Alejandro Cabrera Muñoz, co-founder and CEO of Green Eagle Solutions, returns to discuss automating 70 GW of renewable assets and why operators are self-operating their fleets. Reach out to sales@greeneaglesolutions.com to learn more! Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow Allen Hall: Alejandro, welcome back to the program.  Alejandro Cabrera Muños: Thank you so much, Allen. It’s a pleasure to be here.  Allen Hall: Well, so last time we talked, you had so much happening at Green Eagle, and it is, uh, amazing to watch the progress there. You’ve been around for quite a while now. You started, what, in 2011 working on SCADA systems. Uh, uh, there’s been a lot of evolution since then. Walk me through, like, the process where you thought, “Hey, there’s a business here.”  Alejandro Cabrera Muños: Of course. Uh, we actually started officially back in 2012. It’s been a, quite a, of a long journey to, to get here. Uh, yeah, we started, uh, back, back then. We say it’s a whole new world, right? If we look backwards, like, almost 15 years. Makes me, makes me feel, like, extremely [00:01:00] old. Uh, but ne- nevertheless, um, yeah, back then we were trying to, to cover, like, a lot of issues that were based on OEM SCADAs, which by the way, we still are dealing with. But, but that, that was starting point. It was, um- It was, uh, based on understanding that the, the renewable energy industry is so complex. Every wind farm, every solar plant has different issues, different systems. Even, even the same models from the same manufacturer sometimes have complete different systems, which complicates everything. So it was very exciting to, to start our careers in a, in an industry where nothing is standard and where everyone is looking for something that is standard. So that’s, that’s where we fit in. Um, yeah, and in these years, we, we started basically creating the f- the foundations, uh, uh, on top of, uh, SCADA systems. [00:02:00] But as soon as we had that, those foundations, we realized that this sector is not gonna evolve, uh, it’s gonna cope up with the complexity, uh, of the technical complexity, market volatility, regulatory compliance. That’s not gonna be solved by just having more SCADAs. So we created a layer of automation in place, which is basically what we’ve been, um, evolving in the last 10 years now, um, with the, with the mindset and with the goal that every wind turbine should be running autonomously without having to have people behind it, uh, supervising and taking control of it. Allen Hall: Yeah, and that’s a great founding idea, but that has grown from an idea to you’re automating, what, 40 gigawatts of renewable assets right now?  Alejandro Cabrera Muños: Oh, we’re actually now connected to over 70 gigawatts.  Allen Hall: That’s amazing. Alejandro, that’s incredible.  Alejandro Cabrera Muños: And all of them are different.  Allen Hall: Sure. So that, that’s a combination– 70 gigawatts is a combination of wind and solar and anything else? Alejandro Cabrera Muños: Yes. [00:03:00] Well, actually, one of the, one of the main, um, needs that we try to cover from day one is to be able to connect to all, um, asset classes. So we understand that, um, the challenge of operating a large portfolio for our customers, um, can only be solved if we have the ability to connect to all type of asset classes. So we can have to connect to wind turbines, inverters, trackers, substations, um, energy meters, you name it. You– we have to connect to every single asset class, um, because what’s important is how you manage that data on top of that and how you react on the anomalies.  Allen Hall: Right. Because I think a lot of operators are now considering taking your model, the Green Eagle model of s-self-operating, but they need that help, they need that insight into the operation of a solar farm or a wind farm or, or any of those assets, renewable assets, ensure those inverter-driven assets. You’re, you’re seeing– I, I think we’re seeing the same thing, which is a lot of operators decide to [00:04:00] leave full service agreements globally, and what do you think is driving that now? Uh, is it a financial decision? Is it a performance decision, or is it both?  Alejandro Cabrera Muños: I think there are many factors, but I think the main driver is the financial aspects of it. I think when you, when you delegate the operations to a third-party, uh, entity They are gonna optimize their services to whatever service level agreement or availability they are committed to. And for that reason, you’re never gonna get– effectively, you’re never gonna get the extra mile. You’re never gonna get any extra from there. Um, and that’s okay when the market is– has great conditions and everything w- is going well. But we are seeing how in the last years we have, uh, a lot of market volatility, negative pricing. Everything is becoming more and more complex, so many projects are actually under stake financially. And I think that’s, um, that’s pressuring everyone to look for opportunities to squeeze their assets a little bit more or a little bit better, I would say.[00:05:00] Um, and part of that is to take operations in-house so you at least you have the opportunity to, to do, um, a better job, uh, let’s say.  Allen Hall: Yeah, and part of what we’re seeing is, at least in the United States and, and globally now, I think it’s, there’s more action globally than there has been on mergers and acquisitions. So an operator that has historically had a particular OEM in wind, you know, say it’s Vestas or Siemens or GE, whoever, Nordex, it could be any of them. Uh, when they acquire another competitor or another farm, they’re bringing in a f- a wind turbine they probably don’t know much about. And, and that’s a huge problem. And, and there’s not a lot of resources for them to grab hold of. Uh, that’s one of the marketplaces you’re trying to fill right now, right?  Alejandro Cabrera Muños: Of course. Uh, as I mentioned before, if something describes our sector is that nothing is standard, despite everyone is seeking standardization of everything, right? Uh, but nothing is standard for, [00:06:00] for– and that, that’s the reality. So the first thing when, when you have a portfolio and you are incorporating new assets into it, you need, um, a solution that is able to connect to all type of assets, right? Um, w-we call our solution a three-in-one solution because first of all, it acts as a second level SCADA, so you can connect everything there, uh, everything there, and you have access to all the data across all your assets. Then we have the SCADA automation layer, and then we have the data analysis layer on top of that. Okay. But let’s focus on the operations, which was, uh, your question, right? So you have a new bunch of assets. Sometimes you don’t have any documentation whatsoever, but these are Gamesas, Nordex, a bunch of them from different years. Um, the first thing that we provide is a second level SCADA, so you can connect to all of those. But We have, uh, something that we believe is very unique. So what we provide to our [00:07:00] customers is ability to automate all these assets autonomously. And what that gives you, it’s, um, set of data that can be analyzed, and we can learn from what’s working, what’s not working, beyond what the manufacturer’s gonna tell you to do, right? So we have thousands of General Electric turbines connected to our software, for instance. Um, we know what works, what doesn’t works, uh, what are the faults that can be resetted remotely, what are the ones that are not, what is the success ratio of those resets, ’cause that’s a metric that nobody else has unless you have automation in place. Uh, but we can actually understand, is it working? Is it not working? Is it creating fatigue for no reason to these turbines? So what– we have all this, this, uh, un- this knowledge and this, um, knowhow, uh, for all these models. Um- I believe one of the main, um, value that we provide to our customers is, is not only the, the solution itself, but it’s also the [00:08:00] ability to be somehow prescriptive. It’s, it’s not that we’re gonna know more about how to operate the assets than our customers, but, uh, we have a sense of what’s the benchmark, right? So I, I– And that benchmark is very, very useful for them as well.  Allen Hall: So th- that’s part of getting to scale, and 70 gigawatts is a, a lot of scale, where you have seen a number of turbines in different places operating in different environments and performing at different levels. That’s unique, right? That gives you insight into really what’s happening to a turbine or a solar asset globally and also locally. For a lot of operators that just happen to acquire or, or, or take on a- an older wind farm, uh, they tend to get stuck, right? They, they, they, they don’t tend to be able to, to find their way through those little nuances. That’s a huge financial impact to them eventually, right?  Alejandro Cabrera Muños: It is. And I, and I believe that for many years this was something that in a way got, um– [00:09:00] didn’t get a lot of visibility. I think people were not fully aware of how much revenue, how much production they were losing just because they were not operating their assets at the best capacity. Um, now we have the data to prove what, what better can look like. W- uh, we have data to prove that if you follow the OEM’s, uh, protocols, you may be creating fatigue for no reason. Um, and there are improv- there are ways to improve that thing. So I think it’s, um– We are, we are opening the door for a new, complete new way to operate your, your portfolio and get more benefit from it. Allen Hall: I think that’s a very interesting aspect of the sort of the structural aspects of how a, a wind turbine performs, and a lot of that is driven by software. And you, you realize if you’re paying close attention to the OEMs that some of the software updates are not necessarily performance enhancements. They’re more of protecting the turbine because they realize they may have a problem. So it may be a slight derate, it may be a, a different sort of power curve that happens. [00:10:00] But a lot of operators don’t really sense that that is happening up close because they’re not into the details of that. That’s where Green Eagle separates itself. You are into all those details. And do you have a lot of operators just reach out for help immediately saying, “Hey, I have this Siemens Gamesa or Gamesa wind farm,” think about an older wind farm, a Gamesa wind farm Help. Just please help. Uh, whatever you can do, just show us you can do it. Do you, do you start to run a little test campaign on that site, or do you, or do you go pull back from the 70 gigawatts and 15 years of history to, to show this is what you can do with that particular asset to, to get them involved in a thinking about the problem a little bit differently? Alejandro Cabrera Muños: Well, I wish, I wish it was that way. Um, but what, what– It, it was that transparent, but what happens is that we’re working with the largest, uh, some of the largest utilities and IPPs in the world. So what happens is that they, they will never come to us saying, [00:11:00] “We don’t know how to operate this turbine,” or, “We don’t have enough information.” Um, the way they ask for it is like, “Are you compatible with this?” And, “Do you know… Do you have some protocols? Do you know the standard protocols to run these turbines?” Um, and that’s the way we, we start the conversation, and then they, uh, they, they get confident that we can actually help them with that. We only know about how, how much or how little they know about a specific model once we start working with them. And it’s not all or nothing. I- Ev-Even the largest manufacturer, e-even the largest utilities, their portfolio is constantly evolving. They’re incorporating new sites almost every month. So there’s always one site that they don’t, they don’t have expertise in the, in the house, so it’s, it’s normal. Like, basically not many people have expertise in some of the models from old Nordex or Gamesas or you name it. It, it’s impossible basically to have to understand all models in the world. So I think we [00:12:00] have the, the data, the benchmarks, and experience, and on top of that, the of course, the, the tools, so you can actually operate better those, those assets.  Allen Hall: So the name of your system is called ARSOS, A-R-S-O-S, and for anybody listening to this podcast, you can just Google it, and it’s gonna take you to Green Eagle. What is that product? How would, how would you define or describe that product?  Alejandro Cabrera Muños: Well, ARSOS is a suite. Um, what– The way I like to think about it is a, is a three-in-one solution, right? So it’s first of all, it acts, it, it, it fits in between the SCADA world and the REMs, uh, the REMs, uh, solutions. Okay? And they’re complete different worlds even though you see dashboards and they look the same thing. But SCADAs must be, um, must be able to be installed on premises. They require OT enterprise cybersecurity level. They can be, they should be installed on air-gapped infrastructure, so no access to internet whatsoever. [00:13:00]Um, and that they tend to be extremely complex to configure and, and, uh, adapt to every, uh, every different site. So that’s one world. Um, on the other hand, we have the, the REM solutions that are like more like a SaaS platform, like a Power- it could be Power BI, it could be like the, the normal use cases that you need it. You need something, some tools to create the reports at the end of the month to understand the performance of your assets, right? So you have these two, two worlds. So what we are proposing here is a solution that has been built for the past 15 years, but it fits right in the middle. So it covers Almost everything that you need from a SCADA and second level SCADA solution. It puts automation in place, and then it also gives you all the data so you can consume it in the best way, uh, possible, which by the way, now with, uh, artificial intelligence, it’s incredible what you can do with it. So this is basically what we have built, um, right [00:14:00] now. And the main differentiation here is that since we are in the middle, we are trying to solve all this complexity from a SCADA world with a product that is already pre-configured. So you can basically connect to your sites in a completely easy way, um, doing clicks and not a lot of complexity because it’s already pre-made for your needs. Um, because of that, the time to market is extremely much, uh, faster compared to a SCADA solution, so you can have a solution in thing, in hours and not in months. It’s, it’s not a project anymore, right? Which is, which it sounds like normal when you, when you talk about applications, it sounds like a normal thing to do, that you have a, a system running in hours or minutes. But when you’re talking about SCADAs, that’s like sci- uh, sci-fiction, right? Um, that’s what we’re bringing to, into, onto the table. It’s, it’s, uh, something that you can connect to all your assets in a seamless way, painless, and, uh, and, uh, off the [00:15:00] shelf.  Allen Hall: Well, that’s a very interesting way of framing, uh, the product because, uh, you do see both ends of the spectrum here, where y- there’s a number of companies that are offering a c- completely SaaS product, which is a very pretty dashboard, and it still relies on a human to watch this dashboard and, and to make sense of it, and it provides some insight. And then you get to the other side, which is almost a completely mechanical system, where it’s just SCADA data and, and you’re just picking up data for datas, uh, to have, basically. So you, you f- you sort of find that middle ground. The, the, the amount of software and technology that it’s in that space, though, must be huge, and what is the effect of AI bring to you? Does that help you more with just on the, on the, on the model side or just the, the statistical analysis of all the data that you have access to now?  Alejandro Cabrera Muños: Let me make a, um, clarification. Because since, uh, we are, we are providing automation [00:16:00] in a world that is mission critical, right? So there’s no, a lot of, there’s no room for creativity or probabilistic approach. It all has to be the deterministic, right? Uh, so when we talk about automation, we’ve always been focused on deterministic automation, so rule-based, uh, automation, and that’s what we have implemented on top of the level of the SCADAs, right? So that’s, that’s the part where you know how to deal with an asset. You have the protocols. You want to understand how they work, but you want to have certainty of what happens if the turbine is on fault and the fault is related to the gearbox temperature and so on. So you wanna make sure that there’s a reset automatically executed only if the temperature of the gearbox is under X threshold. So this very deterministic approach. Uh, but we have, uh, something, um, very unique when we go on the, on the other side, when we go on the side of the REMs. Because we not only have the data of, of the assets, we [00:17:00] not only have statuses, performance, availability, uh, production. We also have the data of how these assets, assets have been operated, right? So we know how much fatigue they have received, how they’ve been operated, um, have they received curtailments or not? How many curtailments? What were the reasons? So we can actually have a 360, uh, degree of all the data, including all the control, not only how they’re performing, but also how we are operating those assets. And we believe that this is very unique because only if you have all these 360 data, then you can actually enhance what you have on top of that. And that is where AI come, comes in, right? So AI, AI is great in, um, helping our customers in doing root cause analysis, um, dealing with anomalies are not well, um, uh, procedure. Uh, there’s no course of action that is clear, that you don’t know. It’s, they’re not like too [00:18:00] frequent to, to have one. Uh, mixing different type of data. Like I mentioned before, you have, uh, market data, you have curtailments, you have, uh, commands to stop or start a turbine. You have a lot of information there, and you can put all together. Uh, also along with the CMMS information. Um- Lastly, they get– they can pull that together to do whatever they need, right? Uh, they can build with AI. You, you can now do your own dashboards. You can create your own APMs if you wanted to. Um, and I like to think about it, like, with these new tools that you can create disposable dashboards. And, uh, the concept is that it doesn’t matter how many different dashboards you have in an APM, but tomorrow you have a, a specific case. And I think it’s amazing that now with AI and the right, uh, data structure, you can now create a dashboard, and maybe it’s just for one use case, you know? And you just build it today, look at the data. You have [00:19:00] a, um, a case study, and that’s it. May– you never use it that again. The trick for being able to, to, to create this ecosystem where you analyze the data in a completely different way is that we have been working on how to structure the data so the AI is gonna be able to understand the data itself. So once that, that layer is structured in the right way, then you can actually create your own APMs or your own dashboards as you need to.  Allen Hall: That’s fascinating. So instead of just thinking of a turbine or a, a solar field as a asset where you’re trying to maximize performance necessarily, you’re looking at it from the marketplace, the, the, uh, the shutdowns, all the, the things that are contr- overriding the performance and trying to optimize performance in this market environment, which may be very turbulent, and I think for a lot of wind operators is very turbulent, uh, at, at the minute just [00:20:00] because of the nature of the electricity grid. So you’re, you’re then thinking about Having an AI tool to help you do investigative work on the particulars, not just the global data set of how this turbine globally operates, but the specifics, that’s fascinating because that allows you then to treat each turbine as its own separate power plant, in a sense, but also to, to think about lifetime issues and how to maintain that piece of equipment in a much more efficient way. That’s remarkable.  Alejandro Cabrera Muños: And you have the– With AI, you also have the capabilities to automate all these type of analysis. So once you have a specific, uh, case to be analyzed, then you can automate that case to be analyzed in a daily basis, in a weekly basis. But that’s, uh, that, that’s, uh, that’s, uh, the world that we are moving to. Allen Hall: So a lot of what’s happening at Green Eagle at the moment is being automated and, and making it easy for, for customers to get [00:21:00]onboarded to the RSO system. What does that look like today? Uh, how do, how do I get onboarded? I have an asset of I got 1,000 turbines and a couple of solar fields. What does it look like to get me started in the RSO system with Green Eagle? Alejandro Cabrera Muños: Well, if you’re using our cloud, it’s, it’s gonna be a process of If you have a, a portfolio of 500 gigawatts, you can connect to our, to our cloud in a matter of like one month to two months So that’s something that you can do by yourself. So, um, you can create the assets, you can create the connectivity. The connectivity is done through IP filtering or VPN tunnels. All that is from the, from the dashboards, from, from the cloud. Um, then you can, based on the model directory, you can choose which is the, the assets that you want to connect to and through what channels, whether you have Modbus, OPC, and so on. Um, but that’s a- as complex as, as it gets. Really? It’s n- it’s not easy either, because [00:22:00] you need to understand what is a Modbus, what is a OPC, but that’s what it is. It, it’s not a matter of, like, installing something on site and doing tons of, uh, complex, uh, um, configurations. You don’t need, uh, SCADA engineers to be, like, building these dashboards tailor-made for your sites and, and all that is, is something from the past in o- in our opinion. Allen Hall: So you’re not on the telephone, or you’re not on a, a online chat with the Green Eagle team, because it’s, it’s, it’s– you’ve, you’ve done enough capacity now that you’ve automated this.  Alejandro Cabrera Muños: You don’t have to.  Allen Hall: That’s amazing, because I think that’s the first worry for any operator that is gonna make that leap saying, “Hey, I need a little bit of help with this wind farm or this solar site,” is that, “Oh, I gotta be on the phone. I gotta– There’s a lot of im- of onboarding that has to happen,” and you’ve eliminated that.  Alejandro Cabrera Muños: Well, first, w- I, I totally understand this hesitation. Um, many of our customers are living in, in the, in the SCADA world, right? Uh, and which w- it was probably once a pain [00:23:00] to be configured to begin with, and I think half the sector is traumatized by these processes. So I, I tot- I totally understand that that pain is, is still there, right? I understand that. But what we’re trying to do is to, to move forward and say like, “Yeah, that, that’s gone. That was the past. Now we have a different way to do it.” And if you have, uh, either new assets that you need to connect or you even consider, like, moving to something more modern, something with more capabilities, something that comes with automation in place, uh, well, we have a solution that is painless. Allen Hall: Can I discuss, or can we go back and forth about the, the use of inverter-based resources, the solar and the wind sites, in terms of the, the move from grid following to grid forming and stabilizing the grid? I think there’s gonna be a lot of changes in the way that we operate these assets over the next year. Mostly, uh, I see action in the United States from the Iberian blackout about a year ago. They’re changing the thought process of how they want to run the grid so that the wind [00:24:00] and solar can keep the grid operating. Is– Are you involved in, are you involved in that aspect of how you operate those assets and how those inverters perform and, and configuring them to, to do more of the, of the grid forming and keeping the grid stable? Alejandro Cabrera Muños: I believe, to be honest, this is more related to power plant controllers and hybrid plants. So we have, we have made several projects with, um- With a mix, uh, of, uh, wind, solar, um, and storage. And wh- but what we’re doing here, uh, to be completely honest, we are not involved in the power plant controllers. Uh, we believe that that’s an electrical device and has, uh, uh, particularities that are out of us- our scope. But what we do is to, again, we connect to all asset classes, right? So we also w- connect to the PPCs, and we can monitor the PPC, the performance of the PPC, and we integrate that into everything else, right? So [00:25:00] that’s, for us, that’s another asset that we are connecting to, and that it make– it completes the view of, um, of sites that are now, like, almost like mini portfolios at, at the same place, right? ‘Cause you have, uh, different technologies, service stations. You have so many things that you need to orchestrate as well. So we’re, we’re w- moving into, into that area as well, uh, f- with the same concepts.  Allen Hall: B- so in a, in a sense, you’re able to monitor the health or status of the grid. Because you’re connected to so many of these assets, you have a pretty good understanding of how the grid is doing at any particular moment then. Alejandro Cabrera Muños: That’s right, yeah, especially in, in Spain, of course, ’cause we’re connected to, um, over 25 gigawatts at the, uh, at, in Spain, so.  Allen Hall: Alejandro, that’s amazing.  Alejandro Cabrera Muños: Over 25 gigawatts at the, uh, at, in Spain. So, so that’s s- it’s almost a third of the, of the installed capacity in Spain.  Allen Hall: Is there a movement in Spain to, to use technology like yours [00:26:00] to better monitor, regulate, control the, uh, wind and solar assets so- such that they stay engaged when, when the, the grid starts to, to vary a little bit? Has anybody asked you to, to be involved with that? Because it seems like you’re the right– you’re in the right place at the right time.  Alejandro Cabrera Muños: The challenge of all these grid codes, uh, in, in most of cases is just that There are tons of curtailments that are coming from many different reasons, technical restrictions, market, uh, dispatch, um, other type of compliance. Um, the, the first challenge is to just execute on them, right? So they’re coming, you need to apply on the, on the sites. Um, that was the first, the first phase. But now that we have so many gigawatts connected, and that we’re also participating in balance mechanis- balance mechanisms and ancillary services, what we are seeing is that depending on how your assets perform and how quickly they are in regulating, um, you are gonna [00:27:00] have penalties or more, uh, profitability in the participation of the markets. So that’s, that’s extremely important as well ’cause it’s, it’s quite difficult to, to measure. But we have all the– Since everything is automated, you can always track, and you can statistically understand which of the sites are performing better or worse, in what cases, and therefore you have opportunities to improve the regulation and get more revenue from it. Allen Hall: Okay. So Green Eagle then is, because of the scale that it has at the minute, can look at the grid and is involved in, in the, the grid requirements, so to speak, of, of, uh, curtailments and what assets are operating when, and also the voltage control aspects and frequency control, which is the other part of it. You, because you’re, because you have so many assets in Spain and globally, you, it’s amazing the number of assets you have. You, you then can actually, one, see health of the grid, two, [00:28:00] provide insights to operators on what that looks like. I mean, real time you could, you can do that. And then are, are, are the regulators then coming to, to you asking advice on how these assets should perform? Because it does seem like you would be a tremendous resource on how the grid is actually doing on a larger scale from a renewables standpoint.  Alejandro Cabrera Muños: Yeah. Well, fortunately, the, the regulator has its own also, uh, system, so it’s, uh, redundant, right? So as far as we, we are working to, to have, uh, the best system in the world, but, but it will be a lot of, uh, responsibility for us to just have the whole grid depending on us. That would be a lot of weight. Uh, but in a, in a way, in, in a, in a way, it already depends on us, uh, effectively. So, so the pressure is, is there. We have, we have talked to them, um, since we have so many customers, um, in the, in the– at this level, uh, we have to be very quick in implementing new grid codes and new [00:29:00] regulatory, uh, compliance issues and, and so on. So that’s, that’s, um… It’s a challenge, but at the same time, it’s, it’s very exciting that we are always ahead in, in this regard.  Allen Hall: Right. If, if I was an operator and I had Green Eagle as one of my, uh, helpers in a sense, uh, assistants in a sense, that helps with the, the grid code i-in terms of, one, understanding it, and two, being able to implement the changes that are coming down all the time. You have a resource there that understands it from a larger perspective because you see it from multiple operators in multiple places trying to do the same thing. That’s a huge advantage instead of you trying to na-navigate or try to understand all those grid code changes and why they’re happening and what it means to you and how do you operate your assets. So you can provide a little bit of guidance there for the operators.  Alejandro Cabrera Muños: Of, of course. Um, uh, the main, the main value proposition that we can have here for anyone that wants to participate or be part of the Spanish market is that we already have all this figured out. So if you wanna start from the scratch [00:30:00] with, uh, with a SCADA, industrial SCADA, well, let’s, let’s go with, let’s go with that. You’re gonna be probably traumatized in the future, right? Uh, but with us you have an off-the-shelf product that is already compliance. It, uh, h- we have already set, uh, the system certified by the TSO in Spain. So we have already gone through this process so many times, and it’s off the shelf, so you don’t have to worry about any of this. And on top of that, you have the Peace of mind that if tomorrow there’s gonna be a, a, a new change in the, in the, in a new grid code, well, which most likely is gonna happen, um, soon, uh, we have to, we have to do it. Because we have already, uh, a lot of customers that, that, that need it. So for us, it’s actually also, uh, strategic to, to be ahead and be fast in implementing these grid codes. Allen Hall: That’s amazing. That’s such a huge resource for Spain and the rest of the world. Yeah, that’s amazing. Well, I, I know people who are listening to this podcast right now are thinking, “Okay, I haven’t heard of Green [00:31:00]Eagle, but now I’m interested, and I need to f- find out more.” How do they contact you? Where do they go first? What’s the best first step?  Alejandro Cabrera Muños: Well, they can connect, uh, directly to me through LinkedIn, or they can just write to sales@greeneaglesolutions.com.  Allen Hall: Great, yeah, and Alejandro’s available on LinkedIn, so you can f- find him there. And we’ll put his contact information in the show notes to, so you have quick access. Alejandro, you gotta come back more often because the, the things that you’re doing with Green Eagle are amazing, and, uh, the, the scale is incredible. Congratulations on that. Uh, and, and I, I, I need you to come back and tell us what the next generation looks like because I know when you guys get ahold of AI and start thinking through some of these real challenging problems, Green Eagle will have solutions. So you’re welcome back anytime.  Alejandro Cabrera Muños: Super exciting to come back, uh, when you invite me. Thank you so [00:32:00] much.

AI has the potential to dramatically expand what data scientists can do. But used without care, it also has the potential to quietly erode the expertise that makes them valuable in the first place.In this Value Boost episode, Tim Dietrich joins Dr Genevieve Hayes to explore how to stay on the right side of that line and what mindful AI use actually looks like in practice.In this episode, you'll discover:Why looking for problems to solve with AI is a warning sign [02:05]What happens when you use AI before you have the expertise to direct it [05:51]Why your AI interactions should be conversations rather than one-way requests [06:54]How to use AI to become a better thinker not just a faster worker [08:40]Guest BioTim Dietrich is an independent software developer with over 25 years' experience building business software for organisations ranging from startups to Fortune 50 companies, including Siemens and the Library of Congress. Recently, he has become known for building a virtual team of AI specialists that allows him to operate with the output and breadth of a small firm, while remaining a team of one.LinksConnect with Tim on LinkedInTim's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

I denne episoden møter vi Joachim Gladsø, forretningsområdeleder i ON Energi, med ansvar for mennesker, prosjekter og resultater i Trondheim og omegn.Joachim står midt i store prosjekter knyttet til elektrifisering av jernbanen i Trøndelag, har bakgrunn fra Siemens, Aibel og Tensio, og er engasjert i Stjørdalen misjonskirke. Han har også skrevet boken «Hva er sannhet».Vi snakker om tro, ledelse og hvordan apologetikk og systematisk teologi kan gi kristne trygghet til å snakke om Jesus i arbeidslivet – på en klok, naturlig og ydmyk måte.En episode om sannhet, frimodighet og tro i praksis på jobb.Lytt til der du hører podkast.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den geheimen Börsenprospekt von Anthropic, die irre Aufholjagd der Softwareaktien und einen ETF, der besser als der MSCI World sein will. Außerdem geht es um Meta, Tesla, Amazon, Alphabet, HubSpot, Asana, Datadog, Salesforce, ServiceNow, SAP, Nemetschek, Atoss, TeamViewer, Nvidia, Arm, Intel, AMD, Fluence Energy, Siemens, nVent, Micron Technology, Hewlett Packard Enterprise, Lenovo, Dell, Strategy, Berkshire Hathaway, Deutsche Post, Merck, Münchener Rück, Rheinmetall, Rocket Lab, AST SpaceMobile, Microsoft, Goldman Sachs, Apple, Broadcom, TSMC, Tencent, Alibaba, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ørsted closes its European offshore sale to CIP and weighs a $1 billion exit from the US market. Plus MingYang commissions a 20 MW offshore turbine, and ZF’s plain bearings log 36 GW with no measurable wear. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! [00:00:00] The Uptime Wind Energy podcast, brought to you by StrikeTape, protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host for today, Allen Hall, along with Matthew Stead, Rosemary Barnes, and Yolanda Padron. If you’re going to be in Houston for Clean Power 2026, mark Wednesday, June 3rd on your calendar. The Australian American Chamber of Commerce, Texas is hosting an invitation-only panel and networking reception with cocktails from 6:00 to 8:00 PM at the Houston Club, and I’ll be moderating. We’re bringing together Australian and US wind energy experts to compare notes on how two markets handle O&M, lightning risks, blade inspections, remote monitoring, and where operational gaps [00:01:00] are. The evening also marks the North American commercial launch of EOLOGIX-PING’s satellite-based lightning monitoring system, developed with Adelaide-based satellite IoT company, Myriota. So in joining me on the panel, our own Matt Stead, co-founder of EOLOGIX-PING, and Mark Norman, VP of Edge Solutions at Myriota, and Weather Guard’s Yolanda Padron. EOLOGIX-PING and Myriota have systems already deployed in Japan and Australia, and a little bit in the US here at Weather Guard, and they’re stepping into the North American market at American Clean Power with this advanced lightning monitoring product. So you’ll want to be there and see this new product introduced. It is an invitation-only event, so if you’re at Clean Power and want to be in the room, reach out to us on LinkedIn so we can get you on the list. Orsted finished selling off its European offshore wind business to Copenhagen [00:02:00]Infrastructure Partners, better known as CIP or as it’s a-affectionately called CIP. Now, Bloomberg reports the Danish company is exploring a sale of its US portfolio also, which includes a whole bunch of wind. It’s a decent amount of solar and battery storage in a deal that could bring more than about a billion dollars. Uh, the business generated more than one-fifth of Orsted’s total operating income just last year. Uh, meanwhile, uh, more than 50 US organizers are urging RWE CEO, Markus Kroeker, not to hand back over $1 billion in US offshore wind leases as part of a reported deal with the Trump administration. Uh, so the, the pattern is clear, everybody. European developers are being pushed towards the exit in the American market. The Ørsted situation’s been going on several months now. I, I think it’s pretty much common [00:03:00] knowledge, I would assume at this point. W- we’ve known for months, and I th- think a lot of people we’ve talked to have been saying Ørsted is prepping for a sale. The question is who? And the, the RWE getting rid of their offshore leases in the United States would be a little bit of a odd move. However, a billion dollars back in your bank account is probably a smart move today. So are the, the Germans and the Danish leaving America?  Yolanda Padron: Ørsted’s still keeping their offshore in the US, right?  Allen Hall: Yeah, I don’t know if they’ll be able to sell it off. They own it 100% at this point, right? All the partners have pulled out But I wonder if that’s on the auction block also. That it could be  Matthew Stead: So why? Why are they, why are they selling? I mean, there has to be a reason. I mean, do they have better use for the money elsewhere, or do they just have lost faith in the, the USA?  Allen Hall: It could be a combination of both, right? Both can be true at the same time. I do think the cash flow is an issue [00:04:00] for renewable energy companies at the minute, so if they can get some money back into the coffers and to get ready for the next big run of development, they probably should do it now. But things, especially it does seem a little bit on the slow side on the re- renewable development, except in the UK where it’s going crazy.  Do you think then that they’re looking for American people to sell it to?  Allen Hall: Or Canadian. If Ørsted sells their onshore business, uh, to CIP, it still remains in Danish hands, so it wouldn’t necessarily be a, uh, removal of the Danes from America, not, not quite. Matthew Stead: Yeah. I’m just a bit confused why, you know, why, you know, why would it, um, attract a good price at the moment? So I would’ve thought, you know, if it was me, I would’ve take the long-term view and just hang onto it.  Allen Hall: Well, the, the tax credit’s already built into those businesses, right? I, I at least that’s what I would assume, that the, the tax credits are still [00:05:00] available on a number of the Ørsted sites. They’re not that old. A lot of the wind sites are not that old, so you could gain that tax advantage. It may make sense. It may be a, a Berkshire Hathaway or somebody like that may, may jump into the mix.  Rosemary Barnes: Yeah, and maybe because there’s not so much opportunity for new developments at the moment, that might be maybe it’s appealing for that reason, that there’s, yeah, not, not so many wind opportunities around, and companies want wind in their portfolios, so. Allen Hall: Or data centers like we just saw with NextEra and Dominion. The, the drive for, for data centers, uh, is pushing the, the power demand, and if you could buy wind, solar, and battery all together, most of it kind of co-located, you could put some data centers in Texas ’cause a vast majority of that Ørsted fleet is in a place where you could plant a data center right next to it. Maybe that’s, maybe that’s the thought. Uh, if they saw NextEra and Dominion join hands, maybe there’s another partnership in the mix. That would be really interesting. Maybe it’s Elon. Maybe [00:06:00] SpaceX or, uh, Tesla could just buy Ørsted’s onshore wind business. That would be a- amazing.  Matthew Stead: I thought they were going into space. Why would they be bothering with the Earth?  Allen Hall: You gotta power the rockets before you launch them, right? You get so-  Matthew Stead: gotta get some power from somewhere. Allen Hall: Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC-NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC-NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions[00:07:00] China has commissioned what is being called the world’s largest offshore wind turbine. It’s a 20-megawatt machine built by MingYang Smart Energy, installed off the coast of China in the South China Sea. The structure stands about 240 meters tall with blades around 128 meters long. That’s a pretty good-sized blade. And it’s rated to survive gusts up to 80 meters per second. But the real story is what researchers are watching after the turbine starts up. Early reports say that the rotor that is massively big will create measurable changes in local air currents and temperature distribution. At this scale, offshore wind creating a physical footprint that scientists want to measure and We have seen this effect here at Weather Guard Lightning Tech, watching storms go through the big wind farms [00:08:00] in the United States. So you can actually see storm behaviors change because of the quantity of turbines, and the turbines are getting to be high enough with the hub heights approaching 100 meters. But nothing as big as a 20 megawatt machine out on the ocean. It’s mixing the t- the, the air quite a bit, changing the temperature. Uh, is this something that climatologists are looking at, Rosemary, or, or, or watching closely, particularly with the, uh, fish life and sea life around the wind turbines?  Rosemary Barnes: I don’t know. My thing with MingYang is that they’re always, like, you only ever hear about them ’cause they’re announcing the biggest something, right? Um, that’s like the extent of it. It’s not like you hear about, oh, there’s a wind farm near you and it’s gonna have MingYang turbines in it. You never hear that. You only hear about they’ve got the biggest, and now next year they’ve got the new biggest, the biggest, the biggest, the biggest. And, uh, it’s like I know that they do actually make some, like, a lot of turbines. I think they’re in the, we mentioned last week, they’re in the top five manufacturers, um, mostly or maybe [00:09:00] pretty much entirely for the Chinese market. Um, so it’s not like I think they don’t make anything. But I do think it’s quite easy to announce the biggest something. This announcement is also like, yeah, okay, but is it real? Like it’s the, it’s a big, it’s a really big turbine. It’s going pretty high, but like offshore, um, there are, I think, onshore turbines being announced that are gonna go as high or higher because, you know, onshore, um, turbines have much taller towers than, than offshore. So I actually don’t think that it probably is a record for the tallest, like, tip that’s scraping. This is a thing that’s always happened, and sure, that’s interesting to have a look at and see if it has any local impact. It’s not like it’s, it’s not creating energy, right? It’s not gonna warm up, um, the, the planet. I mean, it’s, yeah, taking energy out of the, the air and then converting it to electricity. Um, so overall you’re gonna end up with the same amount of, of energy. But yeah, could be interesting to study, study what’s happening specifically.  Matthew Stead: I think it’s a so what question. You know, so what? I mean, I can sneeze and [00:10:00] I’d change the local environment, but who cares if I sneeze and change the local environment? You know, the, you know, the weather is inherently turbulent and, you know- There’s mixing and there’s all sorts of stuff naturally occurring. Yeah, my question is, so what?  Rosemary Barnes: Yeah. I mean, it’s interesting in terms of, like, wakes of wind turbines and, you know, there’s, uh, people are researching that more because it’s not well enough understood, I think, for some of the really big offshore wind regions where there’s heaps of different wind farms and, you know, like, you’re gonna wanna know if you’ve got a win- an existing wind farm or you’re planning one, and then they sell, um, rights to build one immediately upstream of you, then, you know, you’re gonna wanna understand how, how all that local atmospheric stuff is, is happening exactly. Um, but yeah, like, it’s not, it’s not quite new and it’s not, yeah, like you said, it’s not unique to wind turbines. Um, so yeah, it is, like, slightly interesting, I would say. 5 out of 10 interesting.  Allen Hall: How much time should we spend on contrails? [00:11:00] Because we spent a good 20 minutes before we started this podcast talking about contrails, which is a one or maybe a negative one on the scale of should I follow this? Rosemary Barnes: How interesting is the fact that air travel is contributing to climate change? How interesting is that on a scale of one to 10?  Allen Hall: Zero.  Matthew Stead: Eight.  Allen Hall: It’s like the, it’s like the cow argument, right?  Rosemary Barnes: Allen doesn’t care about climate change. That’s okay.  Allen Hall: You asked me to put it on a ranking of where it is in importance. It’s, it’s nowhere near m- even a five.  Rosemary Barnes: Yeah. So Yves said zero. Matt said eight. What about you, Yolanda? How, how interesting is the fact that air travel impacts climate change?  Yolanda Padron: I think it’s, like, a six.  Rosemary Barnes: Six. Okay. And so did you know that, um, airplanes are 2.5% of the world’s emissions, um, come from air, air travel? And did you know that I think it’s [00:12:00] 4% of the world’s warming comes from air travel? Of the warming, two-thirds of the warming that is caused by air travel or airplanes, uh, could be freight as well, it’s not to do with CO2. So some of that is, you know, like other, um, gases like NOx is a pretty potent greenhouse gas. Contrails are the biggest single component, the single biggest factor causing warming from, um, from air travel. And it’s not, it’s not necessary. You know, every airplane doesn’t create contrails in every trip. It’s, it’s a small number. Like, it’s a pretty small number of trips that are making contrails, and if we can better understand how like, what are the factors that lead to a contrail being formed or not, then we can avoid them and, you know, get rid of a, a percent or two of the world’s global warming. I think that’s just really huge.  Matthew Stead: What would you do about it, Rosie?  Rosemary Barnes: There’s a couple of solutions I know that other people are working on that sound very interesting to me. So the first is that if you change the fuel, like, [00:13:00] um, to sustainable aviation fuel, like a, a biofuel, some of those that have been tested also produce less contrails. I don’t know the exact reason why. Would be interesting to find out. That’s one thing. But secondly, um, if you can get good data about, like, very local atmospheric conditions and, you know, let the world’s airplane fleet can communicate with each other and some AI processing in real time, you can make small changes to your flight path to avoid making contrails, and yeah, you get, um, a small increase in, in f- fuel burn, I guess, from deviating from the most efficient route, but a big, big inc- um, decrease in contrails. Uh, so I think both of those are really promising solutions.  Allen Hall: It’s not that easy It isn’t like every airplane’s out there changing its altitude to keep away from creating contrails. There’s whole systems, thousands of people working at any one moment to keep airplanes up in the air. So it, it’s not something you just willy-nilly say, [00:14:00] “AI can adjust my altitude or my flight plan to deviate so I can prevent contrails.” It’s not that easy. It’s actually a huge undertaking, and it may end up burning more fuel.  Rosemary Barnes: Oh, I mean, it’s an incredibly complex system to keep airplanes up and not colliding. Um, I believe it’s not centrally planned. It’s not like you’re not logging your whole flight path any- anymore. I, I listened to a podcast about this the other day, and in the past you used to log your entire flight plan and not deviate from it, but now it, it’s done a bit on the fly. So I’m sure that there are already hundreds or thousands of factors that an aircraft computer is taking into account, um, when it’s figuring out exactly where it’s gonna go, and this would be another bit of complexity. I don’t, I don’t think it’s easy, otherwise we’d already be doing it. But I think it’s, it’s promising. And I think it’s easier than making hydrogen airplanes, for example. I think it’s easier than electrifying airplanes. And the fact of it is that even if you do [00:15:00] have sustainable aviation fuel, if it’s still making contrails, it’s still causing warming. So if you wanna actually s- solve, uh, you know, heating from flying, then you have to, you have to tackle the contrail part of the problem. It’s the biggest, it’s the biggest chunk on its own, bigger than CO2.  Matthew Stead: So did we get here by talking about possible contrails from wind turbines? Is that what we were talking about?  Rosemary Barnes: No. It was because Allen was saying before that we were gonna go off the rails, and he’s like, “Oh, you know what? In no time we’ll be talking about contrails,” like using it as an example of a tinfoil hat-wearing person. And I’m like, “Actually, that is a tinfoil hat that I do like to wear,” the contrails one. Um, not because I think the government is controlling me, uh, with with, you know, targeted hor- hormone or chemical releases via contrails, but because of the global warming potential.  Matthew Stead: Could a, a really tall wind turbine create contrails? What, what’s the physics behind that?  Allen Hall: [00:16:00] It’s just, um, water, right? So you’re just condensing water and shoving it out the back. When you’re burning hydrocarbons, it’s one of the byproducts, right? It’s like in, when, in an internal combustion engine, you see water dripping out the tailpipe. It’s this very similar kind of thing. Uh, so how much water comes out is dependent upon somewhat the fuel, as Rosie’s pointed out, so you can slightly change it, but a lot of it has to do with the temperature, altitude, pressure moisture content of the air, all those different factors play into it. So you’d have to have, in order to go look at it, you’d have to have a bunch of sensors on the airplane, which, which the aircraft may have some of them, but probably not enough to determine if they’re creating contrails besides looking out the window to see what’s coming out on the backside of the engine. Matthew Stead: A wind turbine could not create contrails. The pressure differential and the, the vapor pressure-  Allen Hall: Yeah, it’s not enough to, you’re, you’re not, you’re not changing temperatures enough, [00:17:00] right? So you, you basically have to change the dew point. That’s the way I would think about it. You have to change the dew point somehow, which I guess you could do maybe by a degree or so locally, you may be able to, to change it, and maybe you could. Um, well, we have seen tip vortices, right? So tip vortices, you have seen these contrails off the, the tips of, of, of aircraft wings.  Rosemary Barnes: But are they durable? You know, ’cause like, yeah, you see tip vortices off, yeah, off wing, wingtips, off wind turbine tips as well. But I don’t think they stay in the air after, you know, they, um, you can see them, and then they dissipate usually. Allen Hall: Yeah, it, it depends. You’ll see it when aircraft land quite a bit. Depends on what the temperature, humidity is at that particular moment, but th- those will, those will hang around a little bit  Rosemary Barnes: But I mean, certainly you can, you can, um, cause droplets to freeze from a wind turbine being there. That’s how they get iced up, is that their… Or either their water was super cooled to begin with and it just needs a, a surface to latch onto so that the crystal can, [00:18:00] um, form or also, yeah, like, I mean, in the aerodynamics there is that point between where the air goes over and under and you, um, sta- stagnation or-  Allen Hall: Stagnation point?  Rosemary Barnes: Yeah. So you can, um, you, you could get some freezing there. Allen Hall: You can create cold zones.  Rosemary Barnes: I, as far as I know, all that stuff is just causing ice to build up on the blade. I don’t think that it’s, um… Yeah. And anyway, even if it did, like even if you did affect the, um, you know, have some ice particles forming in the, um, the wake then it’s just going to, or I don’t know, get hit the next time the, the, the blade goes through or, yeah, fa- fall out I would think ’cause it’s quite close to the ground  Allen Hall: but- Just to tie into what Rosemary’s saying, although I think wasting time on contrails is not worth the effort, I do think meteorologists do not do enough work on big changes that are happening to the planet in regards to, like, renewable energy is one of them, like wind turbines. I [00:19:00] haven’t seen a lot of work done about are wind turbines changing the temperature locally or not. I mean, they- I’ve seen some top level things, solar panels, but the same thing could be seen about shipping.  Rosemary Barnes: Oh, I mean shipping, shipping was, shipping was, um, cooling the planet until we, um, brought in restrictions on how much, um, sulfur emissions that you could, you could make. But can I use this to actually plug a, um, a, a pro- a collaborative project that we’re about to start where actually, uh, this is quite specific to Australia, to Queensland and Northern New South Wales. We’ve got a study, uh, collaborative study from a bunch of wind farms in that area and getting some academic researchers involved to look at how, like very detailed how lightning is in that region. And one of the questions that we’re gonna look at is what, h- how has the, um, the presence of wind farms, like when wind farms are built, how has that affected the local lightning, um, area? [00:20:00] So we’re gonna be able to answer, uh, you know, like to what extent have these wind farms caused increases in In lightning  Allen Hall: Or decreases  Rosemary Barnes: Or decreases. I’d, I, oof, yeah. I, I’d be surprised if it was decreases, and I will say, like, yeah, that area of Queensland, northern New South Wales, um, you know, they get kind of tropical storms, um, heaps and heaps of lightning, you know, hundreds hundreds of, um, strikes in a single storm sometimes, you know, and, you know, in one wind farm. But even if you think, like, uh, down in Victoria, New South Wales and Victoria, where you look at a lightning map and there should be very little lightning there, there are certain sites that are actually having huge problems with lightning, like way more strikes than you would expect based on the map, and I think that partly that’s also ’cause it just varies locally. But the other thing is, like, a l- a lot more of really damaging strikes. It is something that’s the world needs to do more of, is looking into, like, really local lightning, understanding how the wind farm is interacting with the lightning, causing lightning, how it differs from place to place. [00:21:00] I’m really hoping that, yeah, this, this one study that we’re working on now, and anyone who has a wind farm in that area, Queensland, northern New South Wales, if you wanna be involved, get in touch. The more people involved, the cheaper it is. But I think that that’s definitely something that can improve how lightning protection systems are, are designed, if we just know, like, what’s, what’s happening. ‘Cause there aren’t great links between OEMs doing the design and people in the field experiencing damage. Like, they don’t talk. Even when it’s the same company, you know, if it’s Vestas or GE that designed the turbine and is now servicing the turbines, they, they don’t necessarily talk to each other as much as, um, would be ideal.  Allen Hall: Using the EOLOGIX-PING lightning sensors, we just completed a study over a five-year period, uh, just about that subject. Rosemary Barnes: Where, where did you do that?  Allen Hall: In the States.  Rosemary Barnes: And will you be publishing the results and sending a, a letter to Vestas and GE and Siemens and whoever else and send them a letter, “Attention lightning expert”? [00:22:00] Matthew Stead: We’re probably just gonna put it on the website.  Rosemary Barnes: But is there even a, a, a conference, a, a conference for wind turbines and lightning? Con- considering it’s, like, one of the number one O&M things, like we’re-  Matthew Stead: There’s one in Melbourne next year in February.  Rosemary Barnes: I wasn’t attempting to, um, set the stage for, uh, this is why everyone has to come to our event. I mean, it, it, it’s so strange to me that there isn’t just, you know, like, a big conference every year. I mean, it could be every two years where all of the univ- like there’s heaps of people researching it, heaps of people working on designing on it, heaps of people working on operating it, repairing it when it doesn’t work, and, um-  Allen Hall: I think they’re looking at it from a very, uh, local scale And looking at a turbine taking a lightning strike and the things you can do to reduce damage or what the, the physics are locally, ’cause we don’t understand all that much about lightning, honestly. However, on a, on a larger scale, which is what the effort we’re working on right now, is that we’re looking at several states that are right in the thunderstorm alley and where [00:23:00] there’s a lot of wind turbines, thousands and thousands of wind turbines. What you see is, uh, a real change in the, in the weather patterns and in lightning, but it depends on the time of year. And having the EOLOGIX-PING lightning sensors on gives us a better sense of the number of strikes that are occurring, where they’re occurring on the wind farms. Uh, o- otherwise, all the other services that you could use wouldn’t be nearly as accurate. A lot of false positives.  Rosemary Barnes: But I wanna say, like, I think you’re so right that lightning it- it’s very local, like, and s- lightning behaves differently depending where you are. It dep- dep- behaves differently or it affects your turbine differently depending on what kind of LPS you’ve got. But the problem is that it’s not like there’s, um, you know, a catalog of LPSs and you’re like, “This one suits the lightning in Japan, and this one suits the lightning in Queensland.” It’s one– Y- if you want a GE turbine, this is the, it comes with a certain type of LPS, and the same with, with Vestas and, you know, ev- every other manufacturer. And they’ve all, I’m sure, got types of lightning that [00:24:00] they are better or worse suited to, but the information is, is certainly not out there for someone who’s choosing a turbine, and I don’t think that it’s actually properly understood by, by anyone. Because, like, who’s measuring all of the characteristics that you would need to know to design the LPS better? Almost no one. Most of the people doing that in the world are probably, yeah, on this podcast today. Um, but it’s, uh… And, and when they are being measured, is it being communicated back to every OEM so they can know? Like, of course it’s, it’s not.  Allen Hall: I’ll give you a good example because it happened over the past week or two. Looking at a wind turbine blade that had some damage to it, and the question was, was it caused by lightning? That was the question. And that’s a really good question. So I thought, “Oh, this will be easy,” because there’s gonna be a plethora of- lightning test data reports talking about testing of this particular kind of aluminum mesh on fiberglass surfaces, and [00:25:00] there really is not much. I was shocked by it. So I always think like if, if I can’t put my fingers on it readily, then what is a blade engineer or a site supervisor or someone who owns an asset’s gonna do?  Rosemary Barnes: I saw a presentation at Wind Europe last year or whenever I went, when I met with, with you both, probably both of you there, um, uh, that Polytech did where they had done some fatigue testing, um, of copper mesh and its lightning, um, protecting capabilities. And they did f- they, so they, you know, put some mesh into, um, fatigue testing, I, I think, or they, they damaged it a bit with a bit fatigue, some micro cracks and stuff. And they just did find that it heated up a lot after that. Um, you know, after it was a bit damaged, they were getting like real hot spots. And so then you’re gonna start to see laminate damage, um, in the, the area underneath that. So yeah, I, I think that more, more, like it’s a, it’s a good step that we’re now thinking [00:26:00] of, you know, protecting better than what we used to do with just, you know, one receptor in the, the tip and a cable, especially, you know, throw in carbon fiber and you, you know, make a second electrically conductive path and have flashover and stuff. It’s really great that, you know, we’ve evolved beyond that design, but it’s not finished yet. Like th- all those designs are new. There’s a lot of them out there. It sound like everyone’s like, “Oh, it’s, you know, we don’t have to worry if it’s got mesh over the whole blade.” It’s like, okay, maybe you don’t have to worry. Maybe, maybe you do. We, we kind of have to, have to keep on monitoring those for a few years and sharing the information.  Allen Hall: As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime Podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit [00:27:00] peswind.com today. In the current issue of PES Wind Magazine, there are a number of great articles. If you haven’t received your copy, you should just go to peswind.com and where you can read it and download a copy. Well, uh, this issue has an article from ZF and talking about gearboxes. And as we all know, inside every gearbox there are bearings and surfaces. Those tend to be the weak links when things break. And for decades, the industry has used roller bearings and, uh, the same kind basically you find in other machines. Uh, they work, but they do wear out. And how many times have you seen bearings, roller bearings wear out inside of gearboxes? Quite a bit. So– And they, they, they break down, they go offline. It’s, it’s a big problem. But ZF Wind Power says it has cracked the code with its hydrodynamic plain bearings. The company has already installed 36 gigawatts of gearboxes [00:28:00] using this technology, and they say field inspections show no measurable wear. Uh, the next generation, uh, which is a single film design, is heading to production in 2027. So ZF uses a different technique to keep their gearboxes running for a long time, which is, uh, it’s a simple device mechanically, but it is quite complicated in the way you have to design materials. Uh, basically plain bearings are what’s used in, in internal combustion engine around camshafts and things of that sort. But designing those and making sure you have the right materials is the trick, Matthew, and you’ve been around cars for quite a while. It’s, it’s the right approach if you can make it work, and it looks like ZF has done a really good job of making these, uh, bearing services work.  Matthew Stead: Yeah, it sounds like a, a perfect, uh, innovation. I, I heard about this the first time, I think it was a couple of years ago. And, and like you said, Allen, um, you know, cars for the [00:29:00] last 100 years or so have, have been using journal bearings. I probably need to fact check that one. It may not be 100 years yet, but definitely cars from a long time ago have been using these, um, these bearings. Um, I, I think, uh, one question is, though, around condition monitoring. You know, how do you actually monitor the condition of the, the s- the surfaces? Um, you know, with a traditional roller bearing, you can use, you know, vibration techniques. I’m not aware of as many condition monitoring techniques for, for the journal bearings. Um, perhaps, um, obviously the oil, oil particle and, you know, checking the oil quality, et cetera, et cetera. But, um, that might be where the gap might occur. But You know, if they’re lasting, if they’re not degrading, um, there’s no moving parts, um, yeah, great  Allen Hall: The issue is lubrication, right? Because you’ve got basically two well-designed flat metal surfaces that you have to provide lubrication to, and those two surfaces are moving relative to one another. The lubrication [00:30:00] matters ’cause you’re literally riding on a very, very thin layer of lubricant. So making sure the lubricant gets in there, that it’s, it’s clean, and it’s always available, uh, is the trick. That’s why in today’s world, a lot of internal combustion engines can go several hundred thousand miles in a vehicle because the lubrication systems have gotten so much better over the last 50, 60 years. And ZF is probably using something very similar, where the, the technology has gotten better and the metallurg- the metallurgy has gotten way better, and control of that. Because the, the bearing surface really matters, and there’s two pieces to it, right? You got this rotating– To simplify it, you got a rotating shaft, and then you have this bearing surface that that shaft sits on. The, the rotating shaft is gonna be made out of something relatively hard, where the bearing surface is gonna be made out of a mixture of metals that is a little bit soft. So if anything goes wrong, that bearing surface, that little race right there, uh, will wear, [00:31:00] and you can replace it. But if kept lubricated and cleaned and proper, that will run dang near forever, as ZF has proven. Matthew Stead: I think it’s the starting load. I think it’s when it’s at stationary and then starts. So I’m getting that initial lubrication. From my understanding, that’s where the, where the challenge lies. And, you know, obviously in a combustion engine in a vehicle, it’s starting and stopping all the time. So, um, but I just wonder, are the loads higher? Um, how does that occur in a, in a actual, um, gearbox on a, a turbine?  Allen Hall: Right. It’s not like a main, uh, shaft bearing, right? The– It’s, it’s in a gearbox. You have a lot of planetary gears and a lot of rotating com- pieces there But the, I think the trick is, one, understanding what’s happening load-wise, and hydrodynamic bearings can have some issues if things are twisting in weird ways. So a gearbox is probably the right place to do this technique because of it’s a [00:32:00] controlled environment necessarily.  Matthew Stead: Alignment.  Allen Hall: Yeah. So you can, you can control how the, the loads are carried internally to it, which would make it last a lot longer. S- because roller bearings and, and all of the complexities around that, uh, we’ve seen those fail so many times inside of wind turbines because it’s hard to control everything about that. Al- although they, they can be extremely durable, I would say ZF is onto something in, in terms of delivering a gearbox that can actually run longer using, uh, good engineering. That’s what it is. It’s just really good engineering. So if you haven’t seen this issue of PES Wind, you should download it today. Go to peswind.com. That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. And don’t forget to subscribe so you [00:33:00] never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover the show. So for Rosie, Yolanda, and Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.

What if the most honest data in marketing is what people type into a search bar at 2 AM? In this episode of the Podfather Podcast, we sit down with Stephan Bajaio, a 20-year veteran of the search industry who has helped giants like FedEx, Comcast, and Siemens navigate the digital landscape. Stephan, a co-founder of a half-billion-dollar SEO company, shares his incredible journey—from surviving a WeWork acquisition to buying his company back before the implosion. We dive deep into the "alphabet soup" of modern marketing (SEO, AEO, GEO, AIO) and why the "O" for optimization is the only thing that truly matters. Stephan also reveals his secrets for LinkedIn networking, the power of genuine recommendations, and why trying to "game" the new AI search models is a fool's errand.     Timestamps Timestamp Topic Description 0:00 Welcome & Introduction to Stephan Bajaio 1:16 The LinkedIn Name Pronunciation Hack: A tip for hard-to-say names 2:22 The Power of 80+ LinkedIn Reviews: Quantitative vs. Qualitative validation 4:10 How to Ask for Recommendations: The "Kind Words" script 5:34 Using Reviews as a Career Asset: The 40-page printout that landed a co-founder role 7:03 Reciprocal Reviews vs. Earned Credibility: Why your reputation is on the line 9:22 The "Other" Inbox: Dealing with the aggressive spam of podcast promoters 11:37 Burning Bridges: Why sales aggressiveness ruins potential partnerships 13:40 PodMatch and the Reality of "Mic and a Computer" Podcasts 15:04 Vibe Logic: Stephan's new mission in digital marketing and technical SEO 27:51 The Alphabet Soup of Search: SEO, AEO, GEO, and AIO explained 30:46 The "Couch vs. Sofa" Data Trap: Why your ignorance is someone else's market share 31:58 Web Presence Intelligence (WPI): Placing your bets on the digital roulette table 33:40 The Unpredictability of LLMs: Why the same prompt gives different results 35:56 Personalization in AI: How your search history shapes your future answers 38:05 The 2000 Internet Boom Parallel: Overvaluations and the "Dial-Up" phase of AI 41:32 The Gold Rush Fallacy: Why the money is in the "picks and pans," not the gaming 43:08 Needs-Based Personas: Moving beyond "Paul the Pauper" to real consumer intent 69:16 How to Connect with Stephan: Cutting through the noise in his inbox 69:40 Outro: RoyCoughlan.com and the PodFather Network      

Most CEOs think their sales pipeline is healthy, but the real story is hiding in stalled and quietly lost deals. We unpack why processes always beat skills for predictability and how top sales teams are winning bigger in a tougher market. In this episode, Janice B Gordon sits down with Steve Gielda to reveal the pitfalls of sales assumptions and the strategic moves that accelerate revenue and increase deal velocity. What you'll learn: a) Why understanding your buyer's real metrics is the secret to beating lower-cost competitors b) The critical difference between stages and milestones in sales processes c) How assumptions, especially by experienced reps, kill deals Steve Gielda has spent 30 years at the forefront of global sales performance, co-founding Ignite Selling and helping world-class organisations like Boston Scientific, Siemens, and Mastercard drive faster, more strategic revenue growth. Timestamps: 00:00 Understanding buyer priorities and metrics 04:53 Understanding the buyer's perspective 08:42 Identifying and leveraging key stakeholders 13:30 Improving sales processes 16:27 Defining and leveraging stakeholders 19:00 Win-loss analysis findings 23:23 Engaging sales rep conversations 27:18 Strategic sales approach boosts revenue 31:36 AI tools for sales strategies 32:58 Defining product advocates   Connect with Steve LinkedIn: https://www.linkedin.com/in/sgielda/   Connect with Janice Book Janice to speak at your next sales or leadership event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Instagram: https://www.instagram.com/janicebgordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast Enjoy the episode? Share your takeaway in the comments and leave a review on Apple Podcasts to help more leaders discover the show.

Bank of America analyst Ron Epstein joins Aviation Week editors to discuss the 777X program's long-term outlook after news that it will likely not be certified until 2027, and how Airbus will respond. Thank you to our sponsor, Siemens. When aerospace leaders need trusted engineering and design solutions, they turn to Siemens comprehensive solutions. From design to delivery, our solutions support you throughout the entire product lifecycle.  Learn more at siemens.com

I was so proud on the morning of Tuesday, May 28, 2013.I was sitting in the Harvard Club, awaiting the beginning of my very first influencer event, sponsored by Siemens for environmental influencers.My cousin called, and I hit ignore, making a note to call him back and get a vibe check on the music scene here, since he was a budding producer at the time and he would know.Then, his parents called, and one of my Dad's neighbors called.When the neighbor called, she told me Dad was hurt- murdered, actually.My aunt and uncle confirmed the news.The crimson red of those walls closed in on me rapidly, and I was never the same again.Fast forward to May 25 of 2020.We all have restrictions on how much we can go outside because the air is poisoning us in a way that can't be controlled. And then, in the midst of all of that, somehow, a man was outside on a block in Minnesota that I'd come to love when I was representing what I thought was just my race in an urban planning room just six years earlier.Instead of COVID killing him, the cops did.I'm feeling even more grateful that, despite how tragic my Dad left this Earth, at least we know it was a person who did it, not the air.And certainly not the cops, who at least in Greensboro, were doing their best not to live up to the stereotype and the system, at least when it came to taking care of my dad, despite the many times 911 was called to his home in those three years.But, something else died that week in 2020.And it was similar to the thing that died besides my dad in 2013.What died, was just being a Black urbanist.What came alive, was the notion that being queer, neurodivergent, radical, feminist and unapologetically Southern, didn't need to hide.In fact, it's the fuel that's kept me even writing on this platform.Even through the breaks and the feelings of it not being good enough or worthy of being listened to.And now, 13 years of my Dad being an ancestor, and six years of the response of George Floyd and COVID (and Breonna Taylor and so many others), I feel more settled in the body and platform that has emerged since then.Radical doesn't scare me like it used to. Being rejected doesn't either. Being multifaceted and realizing that it's ok to have this space as a hobby and to not know all the answers is also easier.Now that I know that colonialism has tried and is failing to make me not love myself and my people and my ancestors.That defying gentrification is what makes life, life for me.And with that, next week, I'm bringing back something I started six years ago, but in a way that feels just as grounded as this space is now.You don't want to miss that!Until next time,Kristen Get full access to Defying Gentrification, Crafting Liberation at theblackurbanist.substack.com/subscribe

Change management is the reason most manufacturing improvement projects quietly stall, even when the technical work is sound and the tools are right.Vlad Romanov and Dave Griffith unpack their own change management war stories from across two decades in industrial automation. Vlad frames change management as understanding risk to the business and to every stakeholder, then putting the process in place that lets the organization absorb that risk. Technical feasibility is the easy half of any project. Getting humans to consistently work the new way is the half that wins or loses the budget.Vlad joined Procter & Gamble at a site rated four on P&G's Integrated Work Systems maturity scale, the highest in North America at the time. Every loss event triggered a structured root cause analysis cascade. Operator, mechanic, operations engineer, and only then the engineering department. He later moved to Kraft Heinz, which had purchased the same IWS toolkit from P&G. The tools were on the shelf. The site rating was effectively zero. He had spent his early career learning to use the tools without having to deploy them, and that gap is where most transformation programs die.Dave's lens is more political. Change management starts with one question engineers rarely ask. What is in it for the person you are asking to change? He tells the Joe story, a lead operator with more than 35 years on the floor who interrupted a connected workforce rollout meeting to point out that his team had cycled through every methodology fad of the last two decades. None had stuck. Dave's team asked what hurt the most. Joe kept training new operators who left for a dollar an hour more down the street. The fix was QR codes on equipment linked to procedures Joe recorded once. Joe went from skeptic to evangelist in one session. Find the operator with the deepest tenure, solve their pain, and let them carry the change.The episode is also honest about what well intentioned incentives do when they miss the mark. Vlad walks through an RCA rollout where management offered a fifty dollar gift card to whoever submitted the most reports each week. The team got a stack of paper. None of it shortened downtime. When real process change goes through a plant, throughput typically drops twenty to thirty percent for weeks or months. That cost has to be visible to leadership before the project starts.Two practical heuristics close the episode. As a systems integrator deploying MES and SCADA across food and beverage plants, Vlad could often predict success within the first demo by how the room reacted. Continuous improvement teams leaned in. Whiteboard sites pushed back. Dave reinforces that change has to start at the top. If the executive sponsor blows off steering meetings, the floor reads that signal. Change management is a habit, not a project, and habits are built small. Pick one workflow, prove it works, and let the next one earn its slot.Timestamps0:00 Introduction and Automate trade show preview1:30 Booth commitments: Siemens, Horner, and Tigoor6:00 Dave's Automate session and 4IR booth duty8:10 Predictions for Automate: physical AI, cobots, and the AI conversation13:10 Defining change management in manufacturing22:30 From P&G IWS to Kraft Heinz: tools versus deployment maturity28:30 What is in it for the person you are asking to change35:30 The RCA cascade at P&G compared to no process elsewhere42:30 The fifty dollar gift card incentive that backfired46:00 The Joe story: QR codes solving real operator pain58:30 Reading change management success in the first meeting1:07:00 Start small: the closing takeawayAbout Your HostsVladimir Romanov is a co-host of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to de-risk modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Lean Six Sigma: https://www.joltek.com/blog/lean-six-sigma7 Different Root Cause Analysis Techniques in Manufacturing: https://www.joltek.com/blog/7-different-root-cause-analysis-techniques-manufacturingDave Griffith is a co-host of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub

When leading a team, the natural instinct is to rely on efficiency, quick answers, and speaking more than you listen. But doing so erodes trust and productivity over the long haul. Joe Mull welcomes Chad Littlefield, co-founder and Chief Experience Officer of We and Me, to the Boss Better Now podcast for an insightful conversation about the transformational power of asking better questions. From his early days working with teenagers in a group home and counseling in adult solitary confinement, to leading global conversations in conflict zones, Chad draws on a unique background to help leaders how to build trust and access each other's humanity. Throughout the discussion, Chad explains why leaders must shift their focus from presenting information to actively inviting employee engagement strategies. He shares practical leadership tips for navigating remote team management, avoiding the trap of efficiency over connection, and leveraging curiosity to build psychological safety at work. He also shares compelling insights on AI in the workplace and the future of work without replacing genuine human care. In this episode, you'll learn:

The question haunting every data scientist right now isn't whether AI will change their work, it's whether there will still be a place for them when it does. The answer, according to Tim Dietrich, isn't to compete with AI but to do something far more interesting with it - in his case, building a virtual team of over 100 AI specialists to dramatically expand what he is able to achieve.In this episode, Tim joins Dr Genevieve Hayes to share the principles and practicalities behind building a virtual AI team, and what data scientists can learn from his experience.In this episode, you'll discover:How Tim went from being the "world's most negative person on AI" to building a virtual team of over 100 specialists [03:08]What a virtual team of AI specialists can do that a human team can't [06:11]How to build your first AI agent and what to delegate to it [14:19]Why the human in the middle is still the most important person on the team [17:11]Guest BioTim Dietrich is an independent software developer with over 25 years' experience building business software for organisations ranging from startups to Fortune 50 companies, including Siemens and the Library of Congress. Recently, he has become known for building a virtual team of AI specialists that allows him to operate with the output and breadth of a small firm, while remaining a team of one.LinksConnect with Tim on LinkedInTim's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE

In this episode, we dive deep into the promise and pitfalls of industrial AI with hands-on experts from a unique Volkswagen-Siemens joint venture. We challenge the hype around humanoid robots, discuss the practical impact of AI on factory design and operations, and uncover what truly drives value on the shop floor. Our guests share candid insights on scaling AI solutions, the role of synthetic data, and why safety and trust remain at the core of industrial automation. Join us as we separate fact from fiction and chart the path forward for intelligent manufacturing. If you're curious about the real impact of AI beyond the buzzwords, this conversation is for you.

Today on Journey Map, we're joined by Jennifer Kelly, CEO and Founder of New Initiatives Marketing. In this episode we discuss Jennifer's journey from retail sales to becoming a marketing leader, her experience navigating global marketing challenges at Siemens, and what she's learned from building her own B2B marketing agency from the ground up. I hope you enjoy this conversation and thank you for taking this journey with us today.  Learn More from Jen and New Initiatives MarketingVisit New Initiatives Marketing:https: www.newinitiativesmarketing.comConnect with Jen: www.linkedin.com/in/jenniferkelly

Picture this: a factory that makes its own power, stores it, and has enough left over to sell back to the grid. It may sound like a thought experiment, but Siemens is running one right now in Wendell, North Carolina, at one of its industrial factories. Here's the gist. Solar panels on top of a carport feed a battery roughly the size of a small building, which lets the whole facility run on renewables, keep operations carbon-neutral, and yes, push excess power back into the grid for other people to use. The setup is a 1.25-megawatt microgrid paired with 3.9 megawatt-hours of battery storage, and it's one of the largest industrial solar plus storage systems on Duke Energy's distribution network in the Carolinas. When the grid goes down, the factory keeps humming. When the sun is shining and production is light, the surplus goes out the door and into the neighborhood. The carport doubles as covered parking with EV chargers tied into the same system, so EVs get charged on the factory's own solar. This is what an industrial microgrid actually looks like in practice, a real working example of solar plus storage, distributed energy resources, and smart building controls coming together to make a single site genuinely energy independent. It's also a preview of where a lot of manufacturing is heading as companies start seizing energy resilience as a competitive advantage. If you run a facility, work in energy, or you're just curious how the grid is quietly getting rebuilt from the edges in, give this one a listen. Show notes Press Release: Siemens Unveils State-of-the-Art Microgrid at Wendell Headquarters, Commemorates with Electrification Celebration: https://news.siemens.com/en-us/wendell-state-of-the-art-microgrid/

El analista independiente revisa los títulos de ASML, Siemens, Logista, Puig, Técnicas Reunidas y CaixaBank, entre otros

Send us Fan MailIn this second bonus episode of That Workplace Experience Podcast, host Dan Moscrop is joined by psychologist, author and workplace learning expert Nick Shackleton-Jones for a wide-ranging conversation about work, learning, identity and the future of the workplace.Known for his hugely popular commentary on return-to-office culture and corporate life, Nick brings humour, honesty and a healthy dose of scepticism to the realities of modern work. Drawing on experiences spanning Siemens, the BBC, BP, Deloitte and beyond, he explores how workplaces shape behaviour, identity and learning — often in ways organisations fail to recognise.Together, Dan and Nick discuss why challenge — not information — is what truly drives learning, the unintended consequences of remote work on social development, and why so many offices unintentionally communicate control, uniformity and hierarchy before anyone even sits down at their desk. They also unpack neurodiversity in corporate environments, the emotional mechanics behind human learning, and why small acts of recognition matter far more than expensive reward schemes.The conversation also dives into the future of AI and work, exploring everything from cognitive outsourcing and workplace surveillance to what happens when technology becomes better than humans at the very things we once considered uniquely ours.Part workplace critique, part philosophical exploration, this special bonus episode offers a provocative and thought-provoking look at how organisations can create more human, engaging and meaningful experiences at work.Download the Workbook to find out more about Nick Shackleton-Jones.Video production and camera: Calum LindsayCamera: Miguel Santa ClaraIllustration: Phoebe Gitsham

El director de atlCapital analiza los títulos de ACS, ASML, AENA, HP, Siemens, Intel o Grifols, entre otros

Heute ist Donnerstag, der 21. Mai und Peter Bloed und Sina Osterholt sprechen über die Nvidia-Zahlen, den größten Börsengang aller Zeiten und warum die Vermögensverwalter der Superreichen noch recht entspannt sind, wegen des Bond-Bebens und der Folgen des Iran-Krieges. WKNs dieser Folge: Nvidia: 918422, SK Hynix: A1JWRE, Samsung Electronics: 896360, Softbank: 891624, D-Wave: A3DSV9, Rigetti: A3DE3J, Infleqtion: A422S8, Walmart: 860853, Siemens: 723610, IBM: 851399, TSMC: 909800, Alphabet: A14Y6F, Amazon: 906866, Microsoft: 870747, Meta: A1JWVX, Adidas: A1EWWW, Henkel: 604843 ------ Ihr habt Fragen, schreibt uns an: missionmoney@focus-money.de Alle wichtigen Links: https://wonderl.ink/@mission_money

Während Siemens seine Anwendungen harmonisiert, verspricht die Anthropic-KI, selbstständig Portfolios zu managen. In beiden Fällen fallen menschliche Aufgaben weg.

Nos centramos hoy en Marks & Spencer, Euronext, Siemens... Con Alberto Roldán, profesor de Finanzas de la Universidad Europea

In this episode, I sit down with Steven Yates, CTO and co-founder of Federant, to dive deep into the urgent need for runtime governance in edge AI. Drawing on decades of experience in embedded systems and PLC design, Steven reveals why the shift to the edge demands more than just powerful inference—it requires robust, local authority to keep operations safe when connectivity falters. We unpack real-world incidents where lack of governance led to costly mishaps, and explore how new open-source solutions are bridging the gap between cloud convenience and industrial reliability. If you think cloud SLAs are enough for industrial AI, this conversation will make you rethink the fundamentals. Join me as we explore the future of safe, autonomous operations—and why the old rules of industrial control are more relevant than ever.

For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers now face extreme industrial volatility—where companies tasked with building the future of clean energy are also grappling with multi-billion dollar losses, supply chain fragility, and a sudden, massive surge in power demand. As the president and CEO of Siemens Energy, Christian Bruch sits at the epicenter of these contradictions. The company is a global giant, responsible for a massive portion of the world's power generation and transmission infrastructure. Yet, even a company of this scale has not been immune to the existential challenges of the modern energy market. In 2023, its wind division, Siemens Gamesa, suffered major technical and financial setbacks. Since then, Siemens Energy has staged a significant turnaround. Its wind business is back on track and Siemens Energy is seeing unprecedented demand for its gas turbines and grid technology, driven largely by demand from data centers to power artificial intelligence.  All of this makes the company a useful lens through which to understand where the global energy system is headed as energy infrastructure providers sprint to keep up with the world's thirst for electricity. What does the "speed to power" mean for the pace of decarbonization? And how is the role of an energy CEO changing in a world where industrial strategy and geopolitics are now inseparable? Today on the show, Jason Bordoff speaks with Christian Bruch about the opportunities and challenges that Siemens Energy is facing today, from surging electricity demand and growing infrastructure investments, to geopolitical headwinds and supply risks. Christian is the president and CEO of Siemens Energy as well as the president and CEO of Siemens Energy Management. Earlier in his career, he worked for more than 15 years at the Linde Group, a global industrial gases and engineering company, where he held a number of leadership roles. He started his career with the German energy company RWE Group, rising  to head of research and project development at RWE Fuel Cells. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

AI adoption, not innovation, is the real barrier to progress in healthcare and manufacturing. Siemens' Brittany Ng and Rad AI's Demetri Giannikopoulos share what they told the U.S. Senate about deploying AI where it matters most.   In radiology, AI is reducing missed diagnoses, extending specialist expertise to underserved hospitals, and giving physicians more time with patients. In shipyards and factories, industrial AI is automating complex processes, cutting downtime, improving quality, and strengthening domestic manufacturing capacity.   But the real AI adoption challenges aren't technical. They're about data access, governance, workforce readiness, trust, and making sure smaller hospitals and manufacturers aren't left behind.   What you'll learn: What Siemens and Rad AI told the U.S. Senate about real-world AI deployment How AI in radiology is reducing missed diagnoses and extending specialist care How industrial AI is transforming manufacturing and shipbuilding Why AI adoption challenges come down to data access, governance, and trust What responsible AI deployment looks like for smaller organizations Show notes: Siemens VP Addresses Congress on Industrial AI: https://www.siemens.com/en-us/company/insights/us-stories/siemens-vp-addresses-congress-on-industrial-ai/ Less Hype, More Help: AI That Improves Safety, Productivity, and Care - Written Testimony: https://www.radai.com/blogs/less-hype-more-help-ai-that-improves-safety-productivity-and-care-written-testimony

In this episode of The Future of Work® Podcast, host Daniel Lamadrid speaks with Melissa Doman, MA, an organizational psychologist, former mental health therapist, author, and founder of The Workplace Mental Health Method™. Melissa brings deep expertise from her work with global companies including Google, Microsoft, Salesforce, Siemens, Dow Jones, Estée Lauder, and more.  The conversation explores why leaders are often expected to support everyone else's mental health while their own emotional toll goes unaddressed. Melissa explains how workplace mental health conversations can become more effective, appropriate, and practical, especially as organizations navigate remote work, loneliness, flexibility, communication challenges, and rising pressure on leaders. For listeners, this episode offers a grounded look at how companies can support human functioning, healthier leadership, and stronger workplace cultures in the future of work.

Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.  Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home. He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew?  Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside.  Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that. So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid. It’s just  Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see. Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see. There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry. Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection. I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs. Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious.  Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies. But yeah, definitely the word offshore kept on popping up a lot.  Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid?  Matthew Stead: Uh, yeah. Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently. So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight  Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh. I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year? Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft. Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension. So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel. But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies. There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue. Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a  Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment? Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades. Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring.  Allen Hall 2025: And on the CMS side, what are operators trying to monitor? ‘Cause usually have something in mind that they’re going after.  Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics. Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage. So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed.  Allen Hall 2025: Has the digital twin finally died? Anybody talk about that?  Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so-  Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00] You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement.  Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit? So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so.  Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site. And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades. You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it.  Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help. Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit. But yeah, I agree with you. There’s a lot of challenges there.  Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult. And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are. So it just, it adds to the cost.  Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so-  Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic. And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions. Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back. The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come. And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe?  Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them. I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that. It was definitely a, a clear possibility, but not a given.  Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees. I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it? It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path.  Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either. Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about.  Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years? Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe?  Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia. And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it? Allen Hall 2025: Well,  Matthew Stead: in  Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here. So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them. It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone. It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen. So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators.  Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet. So the more they can get organized, the better.  Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them. It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site. They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan. I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan? ‘Cause, uh, that’s what I see.  Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent. So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia. So it, it, it allows these company, allows these companies to keep hold of their good people.  Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry. Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind. So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine. PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens. The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China. Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them. But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home?  Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them. And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time.  Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen. But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right? South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.” Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where  Matthew Stead: people that  Allen Hall 2025: need  Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore. And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country.  Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember. Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah.  Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge. So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe  Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now. It’s a smart move. Absolutely.  Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks.  Allen Hall 2025: You think so?  Matthew Stead: I reckon we’ll be talking more and more about electric trucks.  Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck? What do they call… I guess they call it a lorry.  Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now.  Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck? Is that what they call that now?  Matthew Stead: Not the Cybertruck, the, the truck truck.  Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire.  Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies.  Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today? Because Tesla is offering a true semi or tractor-trailer  Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is.  Allen Hall 2025: She drives the big rigs? Is that what she’s doing?  Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks. Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now.  Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense. Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high? Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company.  Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right? I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side. Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear. It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part. Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.” And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up. And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States.  Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah. And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them. Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP.  Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site. Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.” If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.

In this episode, we dive deep into the evolving landscape of industrial AI, exploring why simply offering an API is no longer enough for true business value. We reconnect with leading minds behind recent billion-euro deals and discuss the journey from foundational models to real-world industrial impact. Our conversation with Davy Demeyer spotlights the creativity gap in industry, the challenges of automation standards, and what it takes to build the next killer application. We share firsthand insights from pioneers, reflect on lessons learned, and debate how agents, humans, and deterministic code generation will shape tomorrow's factories. If you want the latest and greatest in industrial AI—and why it matters for your business—this is the episode you can't miss.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Wie steht's um deine Altersvorsorge? Kannst du dir jetzt bei Scalable Capital kostenlos ausrechnen. Cerebras startet mit 100 Mrd. $ Bewertung. NVIDIA knackt 5.700 Mrd. $ dank China-Deal. Cisco legt 14% zu trotz Entlassungen. Klarna erstmals profitabel. Stubhub steigt. Ford hyped neues Batterie-Business. Allianz und Siemens solide. CSG will KNDS. China-treffen läuft. Sandoz (WKN: A3ETYB) kopiert die größten Blockbuster der Pharmabranche. Biosimilars wachsen mit 13%, Semaglutid steht auf der Liste. Aktie 90% im Plus, KGV bei 20. Chance oder schon eingepreist? Markel (WKN: 885036) will das nächste Berkshire sein. Aktivist Jana Partners fordert den Verkauf der Ventures-Sparte. CEO lehnt ab. Aktie nur 30% über Buchwert, Management sieht 60% Upside. Diesen Podcast vom 15.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

When sudden change or adversity strikes a team, the natural instinct is to try and quickly return to business as usual. John Register believes trying to go backward is a trap. He challenges leaders to stop looking for comfortable adjustments and start committing to true transformation. Joe Mull welcomes John to the Boss Better Now podcast for a powerful conversation about leading your team through change. As a military veteran, Paralympic silver medalist, and former executive, John draws on a lifetime of intense personal and professional pivots to help leaders develop leadership skills and unlock potential in themselves and their teams. Throughout the discussion, John outlines his Resilience Action Model and explains why giving people space to learn is vital for long-term success. He also shares compelling stories from his own career to illustrate the importance of upholding core values and active succession planning. In this episode, you'll learn:

US President Trump said they are only going to make a good deal regarding Iran and will have a long talk with Chinese President Xi about the Iran war.Iran will not enter the second round of talks with the US without fulfilling five confidence-building conditions, local media reported.US President Trump posted that NVIDIA CEO Huang is on Air Force One along with a number of CEOs of large US companies.UK government whips believe Wes Streeting will make his move on Thursday to avoid clashing with the King's Speech.APAC stocks traded mixed; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8%.Looking ahead, highlights include Swedish Inflation Final (Apr), French Inflation Final (Apr), EZ Employment Change (Q1), Industrial Production (Mar), GDP 2nd Estimate (Q1), US PPI (Apr), BoC Minutes (Apr), Riksbank Minutes (May), IEA OMR (May), OPEC MOMR (May). Speakers include BoE's Mann, Fed's Collins & Kashkari, ECB's Lane & Lagarde. Supply from Australia, Italy, Germany & US. Earnings from Cisco Systems, Alibaba, Siemens, Deutsche Telekom, Allianz, E.ON, Merck & RWE.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What if the biggest deal of your life fails not because of the market but because you were never truly ready for it? In this episode, I sit down with Kyle Park, co-founder and Managing Director of Harvest Management Partners, to explore his journey from finance leader and IPO veteran to boutique M&A advisor in Silicon Valley.  Kyle shares how a frustrating acquisition experience unexpectedly led him to build a firm focused on high-touch, sell-side advisory for deep tech companies. We dive into today's explosive AI-driven market transformation, what buyers are truly looking for, and the common blind spots founders face when preparing for an exit. Kyle also opens up about the mindset shift from operator to owner, the importance of trust and expectations in dealmaking, and why having the right advisor can make or break an outcome. It's a candid, insightful conversation packed with real-world lessons for any founder thinking about growth, exit, or long-term value creation. Here are the highlights: Serendipitous Entrepreneurship: A disappointing banker experience turned into the unexpected launch of a boutique M&A firm that's thrived for over a decade AI Market Transformation: The current surge in AI and semiconductors is creating one of the most active and disruptive deal environments in history What Buyers Really Want: In many tech acquisitions, it is not revenue but the combination of technology and talent that drives value Founder Blind Spots: Lack of preparation, weak documentation, and unrealistic expectations often derail otherwise promising exits The Power of Trusted Advisors: Navigating a complex, emotional deal process requires experienced guidance to reach the best possible outcome About the guest:  Kyle Park is a seasoned technology executive, M&A advisor, and co-founder of Harvest Management Partners, bringing over 30 years of experience across investment banking, strategic advisory, and C-level leadership in both early-stage and public technology companies. He has led more than 50 M&A transactions and played key roles in multiple high-profile IPOs, including Synopsys, Niku, and Synplicity, while also raising over $500 million in private equity, venture, and debt financing during his tenure as CFO for several venture-backed firms.  Kyle's expertise spans the semiconductor ecosystem, AI and machine learning, automotive electronics, SaaS, and security software, and he currently serves as a strategic advisor to Silicon Catalyst and other global organizations. Throughout his career, he has overseen global operations across finance, HR, IT, and investor relations, and has advised or completed transactions with leading companies such as Nvidia, Tesla, AMD, Siemens, and Synopsys. He holds an MBA in International Finance from Santa Clara University and a BS in Finance from Cal Poly, San Luis Obispo, and outside of work, he enjoys outdoor activities, organic farming, and exploring great wine. Connect with Kyle: Website: www.harvestmp.com  LinkedIn: linkedin.com/in/kyle-park-254a  Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web. LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/  Website: https://www.disruptiveceonation.com/   #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Einbruch von PayPal, den Aufschwung von Pinterest und das Rekordhoch von Micron. Außerdem geht es um Pfizer, JP Morgan, Goldman Sachs, Blackstone, FactSet, Morningstar, S&P Global, Moody's, Intel, Apple, Samsung, TSMC, AMD, Arm, Infineon, Fresenius Medical Care, Rheinmetall, Commerzbank, Unicredit, Siemens, Siemens Energy, Rockwell Automation, Hochtief, Schaeffler, Ferrari, HSBC, Anheuser-Busch InBev, Xetra Gold (WKN: A0S9GB), Euwax Gold II (WKN: EWG2LD), Vanguard FTSE All-World (WKN: A2PKXG), iShares MSCI Emerging Markets IMI (WKN: A111X9), Vanguard EUR Corporate Bond (WKN: A2PA8G), Vanguard FTSE All World (WKN: A1JX52), iShares MSCI World Quality Dividend Advanced (WKN: A2DRG5), VanEck Morningstar DM Dividend Leaders (WKN: A2JAHJ) und Amundi Smart Overnight Return (WKN: LYX047). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

A transformation and growth leader at heart, Paul Idziak is a CEO who thrives in complexity and turns bold vision into disciplined execution and scalable results. Like a catalyst for momentum, he does not just grow businesses; he engineers ecosystems where people, process, and performance move in sync. He leads from the front, combining grit with clarity to transform underperforming operations into high-impact, multi-location enterprises. What he brings to the table is a rare blend of private equity acumen, operational rigor, and commercial instinct. He builds strong leadership teams, installs KPI-driven cultures, and creates structures that scale with precision. From due diligence to exit readiness, he aligns strategy with execution, driving profitability, expanding markets, and reducing risk. He operates with urgency, accountability, and a relentless focus on value creation. Over the years, Paul has scaled businesses from the ground up, launching new divisions, expanding across the U.S., Canada, and international markets, and building distributed workforces of 300+ technicians. He has driven 35% revenue CAGR and 110% EBITDA growth, transforming operational performance and positioning companies for successful exits. He has secured tier-1 OEM partnerships, negotiated MSAs, and led high-value projects exceeding $20M while building diversified, resilient customer portfolios. From sourcing more than 100 acquisition targets and supporting approximately $3B in transaction value to executing value creation plans targeting 4X returns, his experience spans the full investment lifecycle. He has improved margins, reduced the cost of poor quality, implemented Lean 6S practices, and built safety cultures, achieving 0 recordables, consistently delivering measurable, repeatable results. His previous experience across Johnson Controls, Siemens, and AWC has further sharpened his leadership approach, strengthening his ability to scale operations, build high-performing teams, and drive consistent enterprise-level impact. What matters most to Paul is building businesses that endure and teams that win long after the strategy is set. He measures success not just by growth, but by the legacy of performance, discipline, and leadership he leaves behind.

What does a $1 billion investment in American manufacturing actually look like? In this episode of Optimistic Outlook in Five, guest host Lauren Espin explores how Siemens USA invested more than $1 billion in U.S. manufacturing between 2021 and 2026, and how those investments are reshaping industries, creating jobs, and strengthening America's industrial future. From new electrical infrastructure facilities in Texas, California, and the Carolinas to advanced passenger rail manufacturing in North Carolina, Siemens is expanding domestic manufacturing capacity to support critical sectors including AI, data centers, semiconductors, utilities, automotive, healthcare, and transportation. This episode highlights the real-world impact of industrial investment — from workforce development and job creation to energy infrastructure, rail manufacturing, and the future of U.S. competitiveness. In this episode: How Siemens invested $1 billion in U.S. manufacturing from 2021–2026 How Siemens is supporting AI, data centers, energy infrastructure, and transportation The impact of manufacturing investments on local jobs and workforce development Why domestic manufacturing matters for economic growth and industrial resilience How Siemens is helping strengthen America's infrastructure and industrial competitiveness If you're interested in manufacturing, industrial technology, infrastructure, workforce development, AI, energy, or the future of American industry, this episode offers a closer look at how long-term investment can create lasting impact across communities nationwide. Show notes: Press release - Siemens Achieves $1 billion in U.S. Manufacturing Investments, Strengthening American Reindustrialization, Supply Chains and Workforce: https://news.siemens.com/en-us/siemens-achieves-1-billion-us-manufacturing-investments/ Episode transcript

Most of us spend up to 90% of our lives indoors—but how often do we think about the air we're breathing inside buildings? Indoor air quality plays a critical role in human health, especially in places like hospitals, schools, and offices where airborne pathogens and contaminants can spread quickly. Yet for decades, building systems have relied on static approaches like basic ventilation and filtration. That's starting to change. In this episode of The Optimistic Outlook In Five, guest host Lauren Espin explores how a groundbreaking initiative called BREATHE is transforming the future of healthy buildings. By combining biosensors, real-time risk assessment software, and advanced building automation, this program aims to reduce respiratory disease transmission by at least 25%. Siemens is helping lead this shift, integrating digital twin technology and AI-driven building controls to create environments that can detect airborne threats and respond instantly, adjusting airflow, filtration, and disinfection in real time. The result? Buildings that don't just monitor air quality, but actively predict, adapt, and protect human health.

Coffee education is essential for a professional to not just have knowledge needed for their current job, but to add depth, appreciation, motivation, and to prepare them for possible futures in the coffee industry beyond their role today. The next step is to find a place that can supply you with that knowledge in a way that not only delivers facts, but breeds understanding and growth. Today we get to sit down with the Head of Coffee Education at Cafe Imports, Dylan Siemens to talk about the newly released free educational resource, ED+U! Dylan Siemens is the Head of Education at Cafe Imports and the creator of ED+U. He began his coffee career in 2012 as a barista and then Head of Education at Onyx Coffee Lab, where he trained hundreds of baristas and competed nationally, winning the U.S. Brewers Cup in 2017. Over that decade, he gained firsthand insight into how difficult it is for small businesses to maintain high-quality training and how much young professionals benefit when knowledge is made available to them. Dylan joined Cafe Imports in 2022 to help revitalize the company's education program. Building on Cafe Imports' extensive knowledge library, he created ED+U, a platform designed to make professional coffee education accessible to everyone. He doesn't think of himself as the source of ED+U's material, but as the collector and organizer of knowledge from countless people across the supply chain and within Cafe Imports who helped build it. We discuss: How coffee retail, competition training, and the transition to green coffee shaped his world view on coffee education Systemized coffee education and workflows Understanding the coffee supply chain and green buying The role of education in industry growth and retention How the baseline knowledge of coffee advances individuals, companies, and the industry as a whole The platform of ED+U and how it engages the student to encourage understanding Applying education in the real world Links:  ED+U Educational Platform www.cafeimports.com   KEYS TO THE SHOP ALSO OFFERS 1:1 CONSULTING AND COACHING! If you are a cafe owner and want to work one on one with me to bring your shop to its next level and help bring you joy and freedom in the process then email  chris@keystothshop.com of book a free call now:  https://calendly.com/chrisdeferio/30min    Related episodes:  020 Joe Marrocco : Transparency, Origin Knowledge,and Your Shop : How to approach and apply coffee origin information to enhance, not detract, from the cafe experience 481 : Exploring Sensory Analysis Using "The Coffee Rose"/ Ian Fretheim, Director of Sensory Analysis at Cafe Imports You Need to Prioritize In-House Training!