Podcasts about Silicon

Chemical element with atomic number 14

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Latest podcast episodes about Silicon

The James Altucher Show
Crypto's Quantum Challenges & Optical as the True Quantum-Class Winner – Martin Shkreli

The James Altucher Show

Play Episode Listen Later Feb 27, 2026 24:37


A Note from James:In the last episode, we talked about whether Martin Shkreli really deserves the label “most hated man in America.” My conclusion was no, and I hope you came to the same conclusion after hearing his perspective.In this episode, we shift gears completely. We talk about Bitcoin, crypto, AI, energy, optical computing, and what the future of technology might actually look like.Martin has a very unusual combination of skills—finance, biotech, programming—and I always enjoy hearing how he connects ideas across different fields. That's what this conversation is about.Episode Description:What happens when AI demand collides with the limits of computing power and energy?In Part 2, Martin Shkreli and James explore the future of technology—from crypto vulnerabilities to optical computing, GPU scaling, and the potential energy crisis driven by artificial intelligence.They discuss whether Bitcoin can survive quantum computing, why stablecoins solve real-world financial problems, and how computing architecture may shift beyond traditional silicon chips. The conversation then moves into AI economics: why companies might spend billions on compute to make better decisions, how energy constraints could shape innovation, and why optical computing could become the next major breakthrough.This episode isn't about controversy—it's about technological leverage, incentives, and where computation is heading next.What You'll Learn:Why quantum computing could eventually threaten Bitcoin's encryptionThe real-world advantages of stablecoins and decentralized paymentsHow AI demand could create massive new energy constraintsWhy optical (photonic) computing may outperform traditional silicon chipsHow businesses might use large-scale AI compute for strategic decisionsTimestamped Chapters:[00:02:00] Bitcoin, Encryption & Quantum Computing Risks[00:03:02] A Note from James[00:03:34] Crypto Markets: Speculation vs. Utility[00:05:23] Banking Control, Debanking & Stablecoins[00:07:40] Moore's Law, Huang's Law & The Limits of Silicon[00:08:45] Optical Computing Explained[00:09:12] NVIDIA, Parallelization & Power Consumption[00:10:24] Energy Constraints & The Electrical Grid[00:11:41] AI Energy Demand vs. Countries[00:12:24] Corporate AI Decision-Making at Scale[00:13:37] The Coming Explosion of AI Compute[00:14:20] Energy Efficiency vs. Speed[00:15:17] GPU Efficiency Improvements & Jevons Paradox[00:17:00] Why AI Is Different from Traditional Computing[00:17:47] Optical vs. Quantum vs. DNA Computing[00:18:19] Why Optical Computing Fits AI Perfectly[00:19:28] Precision, Bits & Neural Networks[00:21:24] Error Tolerance in AI Systems[00:22:00] Fiber Optics & Existing Infrastructure[00:23:16] New Computing Paradigms Beyond Silicon[00:24:00] Matrix Multiplication & AI Workloads[00:24:53] Closing ThoughtsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pojačalo
Nova era hardvera iz Srbije I Vladimir Milošević I Next Silicon EP3

Pojačalo

Play Episode Listen Later Feb 25, 2026 52:54


U svetu softvera, grešku rešavate jednostavnim patch-om. Ali kada razvijate hardver, svaka greška koju pronađete pre proizvodnje je besplatna, dok ona koju otkrijete tek na gotovom čipu košta milione dolara i mesece bačenog vremena. Kako izgleda raditi u industriji gde pravo na grešku praktično ne postoji? U trećoj epizodi Pojačalo specijala Next Silicon, Ivan razgovara sa Vladimirom Miloševićem, liderom tima za verifikaciju hardvera u ovoj kompaniji. Kroz razgovor otkrivamo fascinantan i kompleksan svet razvoja čipova - od početne ideje i arhitekture, preko rigoroznog testiranja pre proizvodnje, pa sve do finalne fizičke realizacije. Vladimir objašnjava zašto je verifikacija presudan korak u industriji gde je svaka greška izuzetno skupa i demistifikuje činjenicu da je Srbija, sa svojim centrima u Beogradu, Novom Sadu i Nišu, postala ozbiljan globalni "powerhouse" za razvoj najsavremenijeg hardvera. Fokus priče je na revolucionarnoj tehnologiji koju razvija Next Silicon, posebno na njihovom „Maverick 2“ čipu koji menja pravila igre u svetu superračunara i high-performance computinga (HPC). Saznaćete kako izgleda inženjerska avantura kreiranja hardvera koji se dinamički prilagođava softveru, rešavajući probleme energetske efikasnosti i brzine koje tradicionalni procesori (CPU i GPU) ne mogu da savladaju. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4cNdB9T Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
Teaser For Meta's $100 Billion Silicon Bet: The breaking of the Nvidia monopoly and the 6-Gigawatt future

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Play Episode Listen Later Feb 25, 2026 1:24


Listen to Full Audio at https://podcasts.apple.com/us/podcast/ai-business-and-development-daily-news-rundown/id1684415169?i=1000751248515

The Tara Show
Full Show - “Vehicle Leashes, Silicon Exodus & Hockey Gold Showdowns”

The Tara Show

Play Episode Listen Later Feb 24, 2026 123:16


Today we dive deep into a trifecta of control, corporate moves, and national pride: Digital Leashes on Americans: Massachusetts and California explore tracking your vehicle miles, geofencing, and income-tiered road usage charges — the first steps toward the “15-minute city” concept. Silicon Valley Exodus: Bezos, Zuckerberg, Netflix, Stripe, and Palantir leadership relocate to Florida after Susan Rice threats, highlighting the clash between corporate freedom and political overreach. Republican Voter Alert: Early voting in Texas shows Democrats surging — critical for the March 3 primary and national stakes. Team USA Men's Hockey Gold: Hughes brothers and teammates exemplify teamwork, national pride, and perseverance. Comedian Sean Farash's Trump impersonation celebrating the win goes viral. Liberals Fleeing North: Americans seeking a “better life” in Canada encounter unaffordable housing, restricted work options, and harsh realities of socialist policies. Contrast of Values: From political coercion and short-term self-interest to unity, achievement, and national pride — today's stories highlight the stakes for freedom, accountability, and civic engagement. ⚡ KEY TALKING POINTS 1️⃣ Vehicle Miles & Digital Leashes Massachusetts & California pilot road usage charges, licenses, transmitters, fines Potential impact on small businesses, minority- and women-owned enterprises Oxford, UK as a demonstration project 2️⃣ Silicon Valley Exodus Bezos, Zuckerberg, Netflix, Stripe, Palantir relocate to Florida Response to political threats from Susan Rice and Democrats Florida becomes a safe haven from overreach 3️⃣ Texas Primary Early Voting Democrats lead early voting by nearly 60k Republican mobilization crucial to protect national outcomes 4️⃣ Team USA Gold Medal Men's hockey team victory demonstrates teamwork, skill, and leadership Comedy clip: Sean Farash impersonates Trump congratulating Team USA 5️⃣ Liberals Fleeing North Americans move to Canada expecting free housing, healthcare, and support Reality: affordability crisis, visa restrictions, no access to Canadian benefits 6️⃣ Political & Cultural Contrast Teamwork, national pride, and achievement vs. political coercion, surveillance, and short-term self-interest Totalitarian-style control and digital monitoring vs. liberty and civic responsibility

The Tara Show
H4: “Digital Leashes, Silicon Escape, and Hockey Gold”

The Tara Show

Play Episode Listen Later Feb 24, 2026 32:22


Today we cover a whirlwind of stories exposing how political control, corporate flight, and real-world grit collide: Democrats' “Freedom to Move Act”: tracking your miles, charging for road use, and income-tiered digital leashes reminiscent of Oxford's “15-minute city” experiments Tech Titans on the move: Bezos, Zuckerberg, and other Silicon Valley leaders relocating to Florida after Susan Rice threats Republican voter mobilization in Texas: early voting shows Democrats surging — stakes for the March 3 primary Team USA men's hockey gold: a story of teamwork, national pride, and leadership contrasted against political schemes Liberals fleeing to Canada: real-life examples of Americans expecting free housing and healthcare, encountering an affordability crisis Comedy break: Sean Farash's dead-on Trump impersonation congratulating Team USA It's a story of power, politics, irony, and patriotism — the stark contrast between ambition that builds and ambition that punishes. ⚡ KEY TALKING POINTS 1️⃣ Vehicle Miles & Digital Leashes Massachusetts & California exploring road usage charges, geofencing, and mileage-based pricing Oxford, UK demonstration: licenses, transmitters, fines Potential harm to small businesses, minority- and women-owned businesses 2️⃣ Silicon Valley Exodus Bezos, Zuckerberg, Netflix, Stripe, Palantir founders moving to Florida Susan Rice threats and Democrat overreach motivate corporate relocations Florida emerges as a safe zone from political persecution 3️⃣ Texas Primary Alert Democrats leading early voting by nearly 60k Republican voter mobilization is critical — if Texas falls, national consequences 4️⃣ Team USA Gold Medal Hughes brothers and men's hockey team demonstrate unity, execution, and national pride Comedy: Trump impersonation highlights the fun side of national victories 5️⃣ Liberals Fleeing North Story of Americans moving to Canada, expecting free housing & healthcare Reality: visa limits, unaffordable rent, lack of work options Ironic lesson on liberal expectations vs. actual systems 6️⃣ Contrast of Values Teamwork, national pride, and achievement vs. political targeting, coercion, and short-term self-interest

Communism Exposed:East and West
Taiwan: Silicon Shield or Silicon Extortion?

Communism Exposed:East and West

Play Episode Listen Later Feb 23, 2026 5:39


@HPCpodcast with Shahin Khan and Doug Black

- AI power needs - Small Modular Reactors (SMR) - US military, DOE, airlift small reactor - Quantum "teleportation" - How does Quantum Communication work? - Silicon photonics for quantum computing [audio mp3="https://orionx.net/wp-content/uploads/2026/02/HPCNB_20260223.mp3"][/audio] The post HPC News Bytes – 20260223 appeared first on OrionX.net.

Voice-Over-Text: Pandemic Quotables
Taiwan: Silicon Shield or Silicon Extortion?

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Feb 23, 2026 5:39


Pandemic Quotables
Taiwan: Silicon Shield or Silicon Extortion?

Pandemic Quotables

Play Episode Listen Later Feb 23, 2026 5:39


Keen On Democracy
The Silicon Gods Must Have Their Blood: How Public Venture Capital Might Kill Venture Capitalism

Keen On Democracy

Play Episode Listen Later Feb 21, 2026 38:19


"They are changing venture capital from a 30% tax to 0% tax. If Robinhood succeeds, it makes Sequoia and Andreessen's business model untenable." — Keith TeareThe Silicon Gods must have their blood. And they've finally come for the funders of disruption, the venture capitalists, who are now being disrupted by something called Public Venture Capital (PVC). That, at least, is the view of That Was The Week publisher Keith Teare, who leads his newsletter this week with Robinhood's new venture fund. This new stock-trading app for millennials is going after Sequoia and Andreessen Horowitz—not by competing on deal flow, but by charging 0% carry instead of 20-30%. Robinhood promises it blows the doors off traditional venture capital.But Keith urges caution over PVCs. Robinhood is packaging late-stage private assets—companies like Databricks that would have IPO'd years ago but are staying private longer. By the time retail investors get access, employees are already cashing out through tender offers because they think the peak is near. The poster child: Figma, which did secondaries at $12 billion after Adobe's $20 billion acquisition failed. A lot of (dumb) people bought at the top and are now slightly less stupid.Fortunately, this week's tech roundup isn't just about get-rich-quick investment schemes. We also discuss Yasha Mounk's sobering experiment: he asked AI to write a political philosophy paper and found it "depressingly good"—publishable in an academic journal. Keith reframes this supposed "death of the humanities" as automation, not democratization. The humans aren't being leveled up; they're masquerading as producers while AI does the work. But craft still matters. When technology relieves humans of the mundane, he hopes, it elevates the special.Lastly but not least, we get to the abundance debate. Peter Diamandis and Singularity University have promised something called "exponential abundance" by 2035. Keith is sympathetic. I am not. The only thing I'm willing to guarantee is that we'll still be talking abundantly about abundance in 2035. And that the Silicon Valley Gods will have their blood. Five Takeaways●      Robinhood Is Charging 0% Carry: Sequoia and Andreessen take 20-30% of profits. Robinhood takes nothing. If they scale, the traditional VC model becomes untenable.●      But You're Buying at the Top: These are late-stage assets. Employees are selling through tender offers because they think peak valuation is near. Ask the people who bought Figma at $12 billion.●      AI Is Automating the Humanities: Yasha Mounk found AI could write "depressingly good" political philosophy. This isn't democratization—it's humans masquerading as producers.●      Craft Still Retains Its Power: Technology relieves humans of the mundane—and elevates the special. Creativity that breaks through will always command attention.●      The Abundance Debate Continues: Diamandis says abundance by 2035. Keith agrees land is already abundant. Andrew calls this "such a stupid thing to say." About the GuestKeith Teare is the publisher of That Was The Week and Executive Chairman of SignalRank. He is a serial entrepreneur and longtime observer of Silicon Valley. Keith joins Keen On America every Saturday for The Week That Was.ReferencesCompanies mentioned:●      Robinhood is launching a publicly listed venture fund, raising up to $1 billion at $25/share with 0% carry. They already have $340 million in assets including Databricks.●      Figma is cited as a cautionary tale: after Adobe's failed $20 billion acquisition, it did secondaries at $12 billion—many bought at the top.●      Polymarket is a prediction market platform that Robinhood has responded to by adding prediction markets to its offerings.People mentioned:●      Yasha Mounk wrote about AI writing "depressingly good" political philosophy papers that could be published in academic journals.●      Peter Diamandis and Dr. Alexander Wisner-Gross of Singularity University argue that exponential abundance is coming by 2035.●      Packy McCormick wrote about power in the age of intelligence.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:00) - Introduction: If it's Saturday, it must be revolution (02:11) - Robinhood's venture fund announcement (03:17) - What is Robinhood's day job? (07:43) - Secondary markets and tender offers (10:33) - Democratization or late-stage risk? (14:09) - Is Robinhood just gambling? (16:08) - Private vs. public market returns (19:02) - Is finance merging with betting? (24:23) - Blowing the doors off Sequoia and Andreessen (26:27) - Yasha Mounk: AI automating the humanities (28:47) - Where does power go in the age of AI? (30:42) - Craft retains its power (31:33) - The abundance debate (34:00) - Is land abundant? Andrew loses patience (00:00) - Chapter 15 (00:00) - Chapter 16 (00:00) - Introduction: If it's Saturday, it must be revolution (02:11) - Robinhood's venture fund announcement (03:17) - What is Robinhood's day job? (07:43) - Secondary markets and tender offers (10:33) - Democratization or late-stage risk? (14:09) - Is Robinhood just gambling? (16:08) - Private vs. public market returns (19:02) - Is finance merging with betting? (24:23) - Blowing the doors off Sequoia and Andreessen (26:27) - Yasha Mounk: AI automating the humanities

Steve Blank Podcast
You Only Think They Work For You

Steve Blank Podcast

Play Episode Listen Later Feb 21, 2026 11:45


When I was a new VP of Marketing I got a painful lesson of who my PR (Public Relations) agency actually worked for. Later I realized that it was true for all of my external vendors. And much later I realized what I really should have been asking them to do. The lessons still apply even though AI Agents will upend all of this and PR will end up being one of the many businesses that will no longer exist in its current form. Here's why.

@BEERISAC: CPS/ICS Security Podcast Playlist
EP 81: Root of Trust: Why Security Now Starts in Silicon

@BEERISAC: CPS/ICS Security Podcast Playlist

Play Episode Listen Later Feb 21, 2026 34:35


Podcast: Error Code (LS 27 · TOP 10% what is this?)Episode: EP 81: Root of Trust: Why Security Now Starts in SiliconPub date: 2026-02-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationRising software complexity in safety-critical industries is forcing cybersecurity requirements on systems previously not thought about before.  David Sequino, CEO of OmniTrust (formerly ISS), talks about the need to secure digital certificates on life critical systems like cars and planes and the challenges in doing so.The podcast and artwork embedded on this page are from Robert Vamosi, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Steve Blank Podcast
Revisionist History – Aliens, Secrets and Conspiracies

Steve Blank Podcast

Play Episode Listen Later Feb 19, 2026 9:36


Pojačalo
Kako Al menja svet - i hardver koji ga pokreće I Marko Skakun I Next Silicon EP2

Pojačalo

Play Episode Listen Later Feb 18, 2026 49:30


"Dok svet priča o ChatGPT-ju, mi otkrivamo hardversku revoluciju iz Beograda koja omogućava da AI uopšte postoji, i to 20 puta brže od svega što ste videli.“ U drugoj epizodi serijala Pojačalo specijala u saradnji sa kompanijom Next Sillicon, Ivan razgovara sa Markom Skakunom, AI Team Leadom u njihovoj beogradskoj kancelariji, o revoluciji u svetu veštačke inteligencije i hardvera koji je pokreće. Marko pruža detaljan istorijski pregled evolucije kompjuterske snage – od generičkih CPU-ova, preko specijalizovanih GPU-ova, pa sve do ultra-efikasnih ASIC čipova. Kroz razgovor se prati i razvoj samog AI-ja, od ranih neuronskih mreža i kompjuterske vizije do "Transformer" arhitekture i "Scaling Laws" fenomena koji su omogućili pojavu masivnih jezičkih modela poput ChatGPT-ja, fundamentalno menjajući zahteve koje postavljamo pred hardver. U drugom delu, fokus se prebacuje na jedinstveni pristup koji NextSilicon primenjuje kako bi odgovorio na ove izazove. Marko detaljno objašnjava inovativnu "dataflow" arhitekturu koja se fundamentalno razlikuje od tradicionalnih rešenja, omogućavajući hardveru da bude fleksibilan, adaptivan i energetski efikasniji. Poseban akcenat je stavljen na beogradsku kancelariju, koja nije samo podrška, već ključni razvojni centar gde timovi rade na najnaprednijim aspektima tehnologije – od dizajna čipa do AI kompajlera. Kroz Markovu ličnu priču, saznajemo zašto je rad na ovakvim "cutting-edge" projektima u Srbiji postao ne samo moguć, već i izuzetno privlačan za vrhunske svetske stručnjake. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4kGroRD Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs

Un jour dans le monde
Bangalore : la Silicon Valley indienne

Un jour dans le monde

Play Episode Listen Later Feb 18, 2026 11:47


durée : 00:11:47 - L'invité d'un jour dans le monde - À l'occasion du sommet mondial de l'intelligence artificielle organisé à New Delhi, l'Inde affiche ses ambitions technologiques. Au cœur de cette stratégie : Bangalore, qui est devenue la Silicon Valley indienne et l'un des pôles majeurs de l'IA à l'échelle mondiale. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Error Code
EP 81: Root of Trust: Why Security Now Starts in Silicon

Error Code

Play Episode Listen Later Feb 17, 2026 34:35


Rising software complexity in safety-critical industries is forcing cybersecurity requirements on systems previously not thought about before.  David Sequino, CEO of OmniTrust (formerly ISS), talks about the need to secure digital certificates on life critical systems like cars and planes and the challenges in doing so.

AGORACOM Small Cap CEO Interviews
HPQ Silicon's Fumed Silica Joint Venture Mirrors The Desktop Revolution - Innovation Disrupts A Century-Old Industry

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Feb 13, 2026 31:57


When a company crosses the line from technical validation to signed commercial agreements with secured financing, markets take notice. HPQ Silicon has signed a non-binding memorandum of understanding with a strategic industrial partner to form a joint venture that would build and operate a 1,000-tonne-per-year commercial fumed silica plant valued at US$20.0 million. The partner has already secured project financing. This follows January 30, 2026 independent verification confirming HPQ's pilot-scale reactor produces commercial-grade "150" fumed silica. With the technical risk answered, now came the commercial deployment question which seems to now be answered with one breaking headline:HPQ Signs Joint Venture MOU for a Commercial Fumed Silica Plant with Strategic PartnerWHAT YOU NEED TO KNOWFinancing Secured: The strategic partner has already locked in project funding for the US$20.0 million commercial plant, eliminating a major execution risk.Grade 150 Verified: Independent testing on January 30, 2026 confirmed HPQ's pilot reactor produces commercial-grade fumed silica meeting industry-standard 150 m²/g surface area and required viscosity specifications.Toxic-Free Process: HPQ's plasma-based reactor eliminates silicon tetrachloride and hydrogen chloride - the hazardous chemicals that forced half the industry to relocate to China.Dramatic Cost Advantage: The single-step process consumes ~ 87% less energy and produces ~ 84% fewer emissions than conventional multi-step manufacturing while enabling on-site production.Q2 2026 Target: Definitive agreements are expected by the end of second quarter 2026, with plant delivery anticipated within 12 months of joint venture formation.Commercial Structure and Strategic IntentThe joint venture is expected to own and operate the facility, with production sold under an offtake arrangement to the strategic partner (terms and conditions yet to be agreed upon). Under the contemplated structure, HSPI (HPQ's wholly owned subsidiarywould receive recurring royalties on each kilogram of fumed silica sold, (price/kg not yet agreed upon), providing HSPI and HPQ with long-term exposure to operating revenues while maintaining a capital-efficient profile.HPQ does caution with “While the MOU reflects a shared intent to proceed, there can be no assurance that a joint venture will ultimately be formed, that it will be completed within the anticipated timeline, or that it will prove commercially viable.”STRATEGIC IMPLICATIONSFor decades, fumed silica manufacturing has relied on a toxic, multi-step process that converts metallurgical silicon into silicon tetrachloride, then hydrolyzes it at extreme temperatures while generating massive volumes of hydrogen chloride waste and CO₂ emissions. Environmental regulations pushed at least half of global production to China, creating supply chain vulnerabilities and locking manufacturers into centralized production models with complex logistics. What incumbents failed to achieve was elimination of the chemical inputs entirely - the breakthrough that enables decentralized, on-site manufacturing.This positions HPQ to redefine how manufacturers access a US$2.57 billion global market dominated by chemical giants who cannot easily replicate a process they don't control.CEO BERNARD TOURILLON:"This is the demonstration of all the work we've done paying off. We've demolished the barriers to entry to make fumed silica. Now we're building something solid, step by step. The fumed silica business is becoming a very strong standalone thing."For investors seeking exposure to advanced materials disruption with tangible proof points and near-term commercial deployment, this marks the inflection from development to deployment.

95bFM
Guest Interview w/ Bic Runga: Rāmere Friday February 13, 2026

95bFM

Play Episode Listen Later Feb 12, 2026


Rosetta had a kōrero with the legendary Bic Runga about her first record of all-original material in 15 years, Red Sunset - out today! You can catch Bic touring across Aotearoa this March, alongside Silicon. Whakarongo mai nei!

mere silicon aotearoa bic bic runga whakarongo
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Business and Development Daily News Rundown February 12 2026: Musk's Moon Factory, China's New Open-Source King, & Claude's "Sabotage Risk"

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Play Episode Listen Later Feb 12, 2026 32:51


95bFM: Guest Interviews
Guest Interview w/ Bic Runga: Rāmere Friday February 13, 2026

95bFM: Guest Interviews

Play Episode Listen Later Feb 12, 2026


Rosetta had a kōrero with the legendary Bic Runga about her first record of all-original material in 15 years, Red Sunset - out today! You can catch Bic touring across Aotearoa this March, alongside Silicon. Whakarongo mai nei!

mere silicon aotearoa bic bic runga whakarongo
The Tara Show
H4: Silicon Exodus & California Chaos

The Tara Show

Play Episode Listen Later Feb 11, 2026 28:28


California's billionaires are fleeing to Florida, Valero and Phillips 66 are leaving the state, and job “growth” relies on massive federal fraud. Meanwhile, measles hysteria hits SC, and election fraud in Fulton County explodes. What's real, and what's being hidden? ⏱️ Timestamped Highlights: 00:00-04:30 – Mark Zuckerberg buys $150M Miami mansion; tech bros flee California. 04:31-08:50 – High taxes and federal fraud: California's economy explained. 08:51-13:10 – Valero & Phillips 66 leaving California; gas prices to soar. 13:11-17:40 – Measles outbreak hysteria in SC; vaccine effectiveness debate. 17:41-23:00 – Missing children case in Alabama ignored by national media. 23:01-28:00 – Fulton County election fraud and DOJ/FBI cover-up exposed.

Pojačalo
Engineering the Future of Computing I Eyal Nagar I Nest Silicon EP1

Pojačalo

Play Episode Listen Later Feb 11, 2026 42:50


Zaboravite sve što znate o procesorima: Ovako nastaje hardver koji sam 'uči' vaš softver i menja pravila igre u svetu superračunara. U prvoj epizodi serijala specijala posvećenih kompaniji Next Silicon, gost je Eyal Nagar, jedan od osnivača i potpredsednik za istraživanje i razvoj. Eyal objašnjava kako je čitavu svoju karijeru, dugu više decenija i ispunjenu radom na revolucionarnim projektima u kompanijama kao što je Intel, gradio upravo za ono što danas stvara u Next Siliconu. Razgovaramo o tome kako je nastala ideja za hardver koji se u realnom vremenu prilagođava softveru, zašto su klasični procesori i grafičke karte dostigli svoje limite i na koji način njihovo rešenje donosi revoluciju u svet superračunara i naučnih istraživanja. Eyal nas vodi kroz osmogodišnje putovanje razvoja – od prvih simulacija, preko izazova i "porođajnih muka" sa prvim čipovima, do stvaranja Maverick 2 sistema koji danas pomera granice mogućeg. Poseban deo razgovora posvećen je kancelariji u Beogradu. Otkrivamo zašto ona nije samo "još jedan" tim za podršku, već ključni deo globalne slagalice, sposoban da samostalno razvije kompletan proizvod, i kako je u Srbiji pronađen vrhunski talenat koji je neophodan za ostvarenje ovako ambiciozne vizije. Podržite nas na BuyMeACoffee: https://bit.ly/3uSBmoa Pročitajte transkript ove epizode: https://bit.ly/4abj48R Posetite naš sajt i prijavite se na našu mailing listu: http://bit.ly/2LUKSBG Prijavite se na naš YouTube kanal: http://bit.ly/2Rgnu7o Pratite Pojačalo na društvenim mrežama: FB: https://www.facebook.com/PojacaloRS/ IG: https://www.instagram.com/pojacalo.rs/ X: https://x.com/PojacaloRS LN: https://www.linkedin.com/company/pojacalo TikTok: https://www.tiktok.com/@pojacalo.rs

Cannabis Cultivation and Science Podcast
Foundations Series #1: Silicon in Plant Health & Stress Resistance with Dr. Wendy Zellner (Originally Episode 98)

Cannabis Cultivation and Science Podcast

Play Episode Listen Later Feb 10, 2026 80:53


My guest for this episode is Dr. Wendy Zellner.Dr. Zellner received her doctorate from the University of Toledo in 2012, where she trained in molecular and cellular biology with a focus on the role of silicon in plant defense responses. She then completed a four-year postdoctoral position with the USDA-ARS, continuing her research on how silicon can alleviate both abiotic and biotic stress in crops such as tomato and tobacco.Her work has included developing standard methods for quantifying silicon uptake from fertilizer materials, identifying uptake mechanisms for silicon in model species, and evaluating how those pathways function across a range of crop systems.In this conversation we cover:The role of silicon in plant physiology and structureSilicon and plant defense against abiotic and biotic stressHow plants take up and utilize siliconMisconceptions around silicon fertilizers and supplementsPractical considerations for growers using silicon inputsThis remains one of the most comprehensive discussions we've had on silicon and plant health, and it continues to be highly relevant for growers looking to better understand how this element functions within a complete fertility program. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Blank Podcast
Revisionist History – Aliens, Secrets and Conspiracies

Steve Blank Podcast

Play Episode Listen Later Feb 10, 2026 9:36


Every once in a while you learn something new that makes you completely rethink how/why an event actually happened. And then you consider how it affects the rest of our country and our lives. This is one of those stories.

Computer America
Computing with Heat, Cellular Energy Sources, and Neuromorphic Supercomputers w/ Ralph Bond

Computer America

Play Episode Listen Later Feb 6, 2026 36:31


Tiny silicon structures compute with heat, achieving 99% accurate matrix multiplication Source: Techxplore.com Link:https://techxplore.com/news/2026-01-tiny-silicon-accurate-matrix-multiplication.html#google_vignetteResearch Paper:https://journals.aps.org/prapplied/abstract/10.1103/5drp-hrx1Scientists Found an Untapped Energy Source Running Through Our Cells Source: Popular Mechanics Link:https://www.popularmechanics.com/science/health/a69927474/flexoelectricity-cells/World's first neuromorphic supercomputer nears reality with brain-inspired math Source: Interesting Engineering Link:https://interestingengineering.com/science/world-first-neuromorphic-supercomputer-usWireless device ‘speaks' to the brain with light Source: Northwestern University Link:https://news.northwestern.edu/stories/2025/12/wireless-device-speaks-to-the-brain-with-lightVideo:https://www.youtube.com/watch?v=hVIKYOKcKooTeen inventor solves car blind spots with brilliant new tech! Source: Inside Edition Link:https://www.youtube.com/watch?v=JHJnUHJIcgQIngestible Bioprinter Treats GI Tract Injuries from Inside the Body Source: Inside Precision Medicine Link:https://www.insideprecisionmedicine.com/topics/patient-care/ingestible-bioprinter-treats-gi-tract-injuries-from-inside-the-body/World's first cryogen-free superconducting motor promises 99.5% efficiency for aviation Source: Interesting Engineering Link:https://interestingengineering.com/ces-2026/world-first-cryogen-free-superconducting-motorNew breakthrough to restore aging joints could help treat osteoarthritis Source: ScienceAlert.com Link:https://www.sciencealert.com/new-breakthrough-to-restore-aging-joints-could-help-treat-osteoarthritisQuantum tools set to transform life science, researchers say Source: Phys.org Link:https://www.msn.com/en-us/health/medical/quantum-tools-set-to-transform-life-science-researchers-say/ar-AA1Uj3Hc

Steve Blank Podcast
Making the Wrong Things Go Faster at The Department of War

Steve Blank Podcast

Play Episode Listen Later Feb 4, 2026 5:46


The Department of War (DoW) senior Acquisition leadership (the people who decide what and how the DoW buys equipment and services) now is headed by people from private capital (venture capital and private equity.)

AGORACOM Small Cap CEO Interviews
HPQ's Bigger Slice of Novacium Is Like Google Buying YouTube For Its Energy Transition Playbook

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Feb 4, 2026 47:57


When an emerging technology company quietly secures a larger slice of the engine driving its future, it can mark a seismic shift in long-term value creation.In this case, HPQ Silicon Inc. is lifting its stake in its French partner Novacium SAS by another 8.4 percentage points, taking ownership from 28.4% to 36.8% through an all-share deal valued at:C$4,033,425 / EUR 2.5 millionFor a portfolio spanning silicon anode batteries, autonomous hydrogen, and waste-to-value technologies, this higher stake deepens HPQ's claim on a multi-platform energy-transition business built in Europe.The valuation is unchanged from HPQ's 2025 step-up, but the underlying technology set and commercialization visibility are not. And that's where the leverage lies.Stake Jump: HPQ is acquiring 84 additional Novacium shares, raising ownership from 28.4% to 36.8% for C$4,033,425 (EUR 2.5M), at the same implied ~EUR 30M valuation used in February 2025.Share Currency: Consideration is 22,407,916 HPQ common shares at C$0.18, representing roughly 5.2% dilution in exchange for an 8.4% incremental equity stake. All shares are locked up for four months and one day.Platform Power: Novacium's portfolio spans:2025 saw patents filed, GEN3 batteries surpass 1,000 cycles, and strategic collaborations initiated.Global Upside: Beyond HPQ's exclusive North American licenses, the larger equity position increases HPQ's participation in international revenues and royalty streams tied to Novacium's technologies.Capital Discipline: The deal is arm's length, subject to TSX Venture Exchange and regulatory approvals, and preserves HPQ's cash while maintaining its renewed option framework to further increase ownership over the next four years.For decades, IP-heavy energy-transition platforms have created most of their value in private structures or offshore vehicles, leaving public-market investors with indirect or limited exposure.Legacy models often:Fragment licensing across regionsMisalign founders and partnersForce public partners to fund R&D without proportionate ownershipThat structure can work when technologies are speculative, but becomes a liability once platforms start to de-risk and commercialization paths come into focus.Novacium is an IP and execution engine advancing three interlocking pillars:Silicon anode materialsAutonomous hydrogen systemsCircular waste-to-value processesAll rooted in silicon and battery know-how.In 2025:GEN3 18650 cells using Novacium's silicon-based anodes retained 80%+ capacity after 900–1,000 cyclesDelivered roughly 30% more cumulative energy versus graphiteNew patents were filed on:HPQ's move to increase its equity stake at the same ~EUR 30M valuation effectively buys more of that de-risked portfolio at last year's price.By moving now, and paying in shares instead of cash, HPQ:Secures a stronger economic and governance positionPreserves balance-sheet flexibilityIn markets where batteries, hydrogen, and circular processes are converging into multi-billion-dollar verticals, HPQ is tightening its grip on the European engine underpinning much of its future pipeline.“This isn't a tactical tweak; it's a disciplined capital allocation decision. We're using shares to buy a bigger piece of a platform that's already de-risking and starting to blossom, without touching our cash. It moves us from just licensing North America to having a much larger claim on value creation across every geography as Novacium's technologies go to work.”HPQ is effectively trading 5.2% dilution today for a meaningfully larger stake in an asset whose IP, patents, and early battery and hydrogen results suggest far greater optionality than its unchanged ~EUR 30M valuation implies.For investors, this looks less like a one-off corporate reshuffle and more like HPQ's Google-buys-YouTube moment, a deliberate move to own more of the platform that could power its long-term energy-transition growth.

Quantum Revolution Now
Spin City: Why Silicon Spin Qubits are Winning the Global Quantum Race

Quantum Revolution Now

Play Episode Listen Later Feb 4, 2026 17:19


This episode of the Qubit Value Podcast dives into the rapidly evolving world of silicon-based quantum computing, exploring how the industry is moving from experimental "hero devices" to mass-producible technology. The hosts break down major 2025-2026 milestones, including Quantum Motion's full-stack rack-mounted system and Intel's impressive 95% yield rates that leverage existing semiconductor supply chains. From Diraq's "heat wave" breakthrough of operating at one Kelvin to bypass the wiring bottleneck to Photonic Inc.'s innovative use of light to connect modular chips, this discussion highlights why silicon spin qubits are the new frontrunners in the race for a scalable quantum future. Want to hear more? Send a message to Qubit Value

MACiLustrated
iPhone Plegable, Adiós a TSMC y un FAIL Histórico

MACiLustrated

Play Episode Listen Later Feb 3, 2026 35:33 Transcription Available


En este segundo episodio de El Garaje de Cupertino, empezamos con un 'pequeño' problema técnico (¡hablamos media hora solos!), pero nos recuperamos para analizar las bombas de la semana: ¿Apple rompiendo con TSMC? ¿Vuelven las gráficas dedicadas al Mac? Y, por supuesto, filtramos todos los detalles del iPhone Plegable. ¡No te pierdas el debate con Ali, Joaquín y Guaica!Síguenos en TELEGRAM!Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/el-garaje-de-cupertino--3153796/support.

AGORACOM Small Cap CEO Interviews
HPQ Silicon's Commercially Validated Fumed Silica Process Carries Potential for Global Disruption

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Jan 31, 2026 35:26


What You Need To KnowIndependent third-party validation confirms commercial-grade 150 fumed silica produced at pilot scaleValidation performed by a potential customer under an existing Letter of IntentResults support ongoing commercialization discussions, including with the party under LOIPerformance metrics, including viscosity, meet or exceed benchmark specificationsPlanning initiated for a potential dedicated production site as demand visibility improvesHere's how HPQ Silicon Inc. is positioning its proprietary process as a simplified, lower-barrier alternative with the potential to materially change production economics in a legacy industrial materials market.Fumed silica is a critical additive used to control thickness and stability in products ranging from toothpaste and cosmetics to adhesives, coatings, inks, and advanced industrial formulations. Despite its broad use, the industry has relied for decades on complex, fossil-fuel-intensive, multi-step manufacturing processes that are costly, environmentally burdensome, and dominated by a small number of global suppliers.HPQ's approach is fundamentally different. Its process converts quartz directly into fumed silica in a single step, eliminating several traditional intermediates. The result is a simplified production pathway that has the potential to reduce complexity and materially alter the cost structure associated with fumed silica manufacturing.While HPQ had previously demonstrated promising lab-scale results, commercialization in industrial materials depends on more than internal testing. Customers must confirm that a product performs within their own application and process requirements.That hurdle has now been cleared.Independent testing conducted by a potential customer under LOI confirmed that HPQ's pilot-scale material meets commercial-grade 150 specifications, including surface area and viscosity—two of the most important performance metrics buyers evaluate.“Until we had gotten this result, we were making a big claim. Now, we have the data to prove it.” — Bernard Tourillon, CEO, HPQ Silicon Inc.Commercial-grade 150 is not an experimental specification. It is a sellable, widely used product grade in today's market. Importantly, HPQ's material demonstrated viscosity performance above standard benchmarks for the 150 grade, a key factor in real-world applications where fumed silica is purchased specifically for its thickening and rheological properties.With validation in hand, HPQ reports that commercialization discussions have continued in parallel, including dialogue around the steps required to move toward an initial commercial-scale facility. While execution of the first plant remains the primary remaining risk, management emphasized that the most difficult technical transition—moving from lab to pilot scale—has already been completed.The fumed silica initiative is supported by a joint operating structure with PyroGenesis Inc., combining HPQ's commercial strategy with PyroGenesis' engineering and process expertise. This structure is designed to reduce execution risk as the project advances toward continuous operation and commercial-scale deployment.With independent customer validation, a defined commercialization pathway, and early planning for a dedicated production site, HPQ has moved its fumed silica initiative into a new phase. The remaining challenge is execution—building and operating the first commercial system—but the company now approaches that step with verified performance data, active industrial engagement, and a clearer line of sight to market demand.For investors seeking small-cap opportunities where technical risk has been substantially reduced and commercialization discussions are grounded in disclosed customer validation, this interview captures a moment where HPQ's fumed silica strategy begins to transition from promise to potential production.

Jacobin Radio
The Dig: Silicon Empires w/ Nick Srnicek

Jacobin Radio

Play Episode Listen Later Jan 28, 2026 144:04


Featuring Nick Srnicek on Silicon Empires: The Fight for the Future of AI. A deep exploration of the political economy of AI: the fulcrum of the authoritarian tech oligarchy — and of global contests for economic and military dominance. Support The Dig at Patreon.com/TheDig Buy Cold War on Five Continents at Haymarketbooks.org Check out equator.org for long-form articles, public events, and reading groups The Dig goes deep into politics everywhere, from labor struggles and political economy to imperialism and immigration. Hosted by Daniel Denvir.

ai future empires silicon nick srnicek daniel denvir
The Dig
Silicon Empires w/ Nick Srnicek

The Dig

Play Episode Listen Later Jan 26, 2026 144:04


Nick Srnicek on Silicon Empires: The Fight for the Future of AI. A deep exploration of the political economy of AI: the fulcrum of the authoritarian tech oligarchy—and of global contests for economic and military dominance. Support The Dig at Patreon.com/TheDig Buy Cold War on Five Continents at Haymarketbooks.org Check out equator.org for long-form articles, public events, and reading groups

Breaking Battlegrounds
Greenland, Silicon Desert, Police Bodycams and Comedy

Breaking Battlegrounds

Play Episode Listen Later Jan 23, 2026 66:58


Our first guest today is Josh Hammer, senior editor-at-large at Newsweek, host of The Josh Hammer Show, and author of Israel and Civilization: The Fate of the Jewish Nation and the Destiny of the West. Josh explores America's long-standing interest in Greenland, dating back to the Lincoln and Truman administrations. While Denmark maintains limited authority over the territory, NATO oversees much of Greenland's day-to-day security—and with the United States serving as the backbone of NATO, Josh explains how this history and reality help frame President Trump's interest in acquiring Greenland. Josh also weighs in on the war in Ukraine, examining possible timelines for its conclusion. He argues that it is in America's best interest for Ukraine to remain independent, and notes President Trump's consistent position that the priority must be reducing bloodshed while continuing to support Ukraine. Our second guest is John Trobough, a candidate for Arizona's First Congressional District. John is running for Congress because he believes our nation is at a crossroads, and Arizona has a unique opportunity to lead—but only if we elect leaders who genuinely care. As the epicenter of the next-generation economy, Arizona may not replace Silicon Valley, but it has the potential to become the "Silicon Desert." John joins us to discuss the rapid rise of artificial intelligence, why it's critical that we get ahead of it, and how we can ensure innovation and economic growth truly benefit Arizona's economy. Comedian and writer Lou Perez joins us to talk about his recent piece, "Police Bodycams: The Left's Biggest Self-Own." Lou explores the irony that police body cameras—originally demanded by anti-police activists—have ultimately done more to undermine that movement than anything else. He also discusses his book, "That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy," where he examines how humor has been shaped by woke culture. Lou argues that for years, comedians trying to push back against Donald Trump often relied on the same recycled jokes, which ultimately opened the door for a new wave of comics willing to tackle topics others were afraid to touch.

The KE Report
K2 Gold - 2026 Drill Plans: Si2 Drilling Now, Mojave Drilling Upcoming

The KE Report

Play Episode Listen Later Jan 23, 2026 9:05


In this episode, we are joined by Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF). Anthony provides a deep dive into the technical strategy driving the company's current drill program at Si2 in Nevada and the upcoming drilling for their flagship Mojave Project in California. Discussion Highlights: Drilling Strategy at SI2: The company has initiated a 2,000-meter program in Nevada, specifically designed to test deeper structures following 2023 results that showed gold grades increasing toward the bottom of the holes. The "Boiling Zone" Targeting: Anthony details how fluid inclusion and hyperspectral studies confirmed they are exploring an intact epithermal system, with current drilling targeting the high-priority "boiling zone" identified via IP chargeability anomalies. See image below. The Silicon Connection: A look at the similarities between Si2 and AngloGold Ashanti's nearby Silicon project - a discovery that has grown to over 16 million ounces.  Mojave Project Outlook: With the permit in hand and the team "warmed up" in Nevada, the company is preparing for a major campaign at their flagship Mojave project this March, supported by a robust $9.8 million exploration budget for 2026.   If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com.    Click here to visit the K2 Gold website.   -------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Chilluminati Podcast
Midweek Mini: The "Silicon Moment" For Quantum Processor Units

Chilluminati Podcast

Play Episode Listen Later Jan 21, 2026 23:00


This Minisode was originally uploaded with Episode 318: Aleister Crowley Part 3 - some of the topics discussed might be outdated. Subscribe to our Patreon to listen and watch the Minisodes as they release every week! http://patreon.com/CHILLUMINATIPODMike Martin - http://www.youtube.com/@themoleculemindset Jesse Cox - http://www.youtube.com/jessecox Alex Faciane - https://www.youtube.com/@StarWarsOldCanonBookClub/Editor: DeanCutty Producer: Hilde @ https://bsky.app/profile/heksen.bsky.social Show Art: Studio Melectro @ http://www.instagram.com/studio_melectro Logo Design: Shawn JPB @ https://twitter.com/JetpackBragginLinks:ALEX: https://nypost.com/2025/09/30/us-news/florida-man-arrested-for-allegedly-killing-cooking-and-eating-pet-peacocks/JESSE: https://breakingdefense.com/2025/09/air-force-ai-writes-battle-plans-faster-than-humans-can-but-some-of-them-are-wrong/MATHAS: https://www.ucl.ac.uk/news/2025/sep/first-quantum-computer-built-using-silicon-chips

Chip Stock Investor Podcast
Nvidia Partner Silicon Motion (SIMO): The Best Undervalued Chip Stock in 2026?

Chip Stock Investor Podcast

Play Episode Listen Later Jan 21, 2026 16:51


We are finally revisiting Silicon Motion (SIMO), a small-cap semiconductor stock we've held onto during their poor performance. After sitting in value purgatory, the company is back in growth mode and they have dropped some not so subtle hints at their partnership with Nvidia. In this video, we break down:--What a NAND flash controller actually does and why IDMs (like Samsung and Micron) might be forced to outsource more work to Silicon Motion in 2026.-- The CEO all but confirmed they are designing the boot drive controller for Nvidia's Bluefield-4 DPUs. We analyze what this Nvidia bump means for their bottom line.Valuation: With margins expanding toward 50% and revenue growing, is SIMO still a deal at $110/share?The MaxLinear Drama: An update on the failed merger and the $160M termination fee arbitration that could finally be resolved this year.If you are looking for a semiconductor play outside the massive trillion-dollar giants, this episode is for you.Watch next: https://youtu.be/JxpoNjBCmDkhttps://youtu.be/_uvIkPwDu5AJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 - Why we kept our Silicon Motion shares00:48 - What are NAND Flash Controllers?01:58 - The 2026 Memory Shortage: Ripple effects in the supply chain03:20 - The Frenemy Risk: Competing with customers (Samsung, Hynix)04:36 - The Cadence Connection: IP supply chain dependencies06:17 - The Nvidia Catalyst: Bluefield-4 Boot Drives11:13 - Financials: Margins expanding to 50%?12:29 - Valuation: Is SIMO still a buy at $110?13:50 - The MaxLinear (MXL) Lawsuit: Where is the $160M?*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#SiliconMotion #SIMO #Semiconductors #ChipStocks #StockMarket #Investing #Nvidia #NVDA #NANDFlash #TechInvesting #SmallCapStocks #ValueInvesting #SupplyChain #ChipStockInvestor #AIChipsNick and Kasey own shares of Silicon Motion

Geek Forever's Podcast
จุดจบ Silicon? เมื่อโลกกำลังเปลี่ยนไปใช้ “แสง” ประมวลผลแทนไฟฟ้า | Geek Story EP579

Geek Forever's Podcast

Play Episode Listen Later Jan 21, 2026 13:25


“เคยสงสัยไหมครับว่า… ทำไมคอมพิวเตอร์และมือถือของเรา ถึงต้องเร็วขึ้นในทุกๆ ปี?” “ตลอด 50 ปีที่ผ่านมา เราฝากความหวังของโลกดิจิทัลไว้กับกฎเหล็กข้อหนึ่งที่เชื่อว่าเทคโนโลยีจะไม่มีวันหยุดนิ่ง… แต่จะเกิดอะไรขึ้น ถ้าผมบอกคุณว่า กฎข้อนั้นกำลังจะถูกฉีกทิ้ง และรากฐานของเทคโนโลยีโลกที่สร้างจาก ‘Silicon' กำลังเดินทางมาถึง… ทางตัน” “เรากำลังพยายามขับรถสปอร์ตที่เร็วที่สุดในโลก บนถนนที่เต็มไปด้วยโคลนตม… ยิ่งเหยียบคันเร่ง เครื่องก็ยิ่งร้อน แต่รถกลับไม่ไปไหน” “แต่วิกฤตครั้งนี้… อาจจะเป็นจุดเริ่มต้นของการปฏิวัติครั้งใหม่ที่ใหญ่กว่าเดิม” “ลองจินตนาการถึงชิปคอมพิวเตอร์ที่ไม่ได้ใช้ไฟฟ้า… แต่ใช้ ‘แสง' ในการคิดคำนวณ” “ลองจินตนาการถึงวัสดุที่บางกว่าเส้นผมเป็นล้านเท่า แต่แข็งแกร่งกว่าเหล็กกล้า และเร็วกว่าสิ่งใดๆ ที่เราเคยสร้างมา” “โลกกำลังจะก้าวจากยุคของ อิเล็กตรอน… เข้าสู่ยุคของ โฟตอน และ คาร์บอน” “วันนี้… เราจะไปสำรวจอนาคตที่ว่านี้ด้วยกันครับ กับเรื่องราวของ ‘Graphene' และจุดจบของยุค Silicon” เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Graphene #เทคโนโลยี #AI #Semiconductor #นวัตกรรม #วิทยาศาสตร์ #ความรู้รอบตัว #ชิปคอมพิวเตอร์ #OpticalChip #หุ้นเทคโนโลยี #FutureTech #SiliconPhotonics #ความรู้ไอที #อุตสาหกรรมชิป #DigitalTransformation #geekstory #geekforeverpodcast

The Six Five with Patrick Moorhead and Daniel Newman
EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jan 19, 2026 47:07


Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.  

SunCast
891: How Silicon Carbide is Revolutionizing Renewable Energy | with Infineon Technologies' Daniel Dalpiaz and Navid Riaz

SunCast

Play Episode Listen Later Jan 13, 2026 18:10


Big things come in small packages. Could something smaller than a deck of cards be instrumental in our ability to meet the needs of the energy transition?In the ever-evolving landscape of power electronics, one material has been steadily gaining prominence due to its exceptional properties and transformative potential: Silicon Carbide (SiC). This remarkable semiconductor has revolutionized various industries, from automotive to aerospace, with its ability to operate at high temperatures, voltages and frequencies.As data centers and energy infrastructure increasingly need higher-voltage, higher-current devices to meet the demands for AI, this technology will enable the transition to a higher voltage platform while maintaining the high-efficiency requirements for continuously running, power-intensive systems.In today's conversation, Josh Beck chats with Infineon Technologies' Daniel Dalpiaz and Navid Riaz to explore the breakthrough hardware enabling the next generation of renewables, energy storage, EV charging, and high-power data centers. Infineon's silicon carbide devices pack serious voltage into incredibly compact, rugged designs, and have become the “intel-inside” of the clean energy revolution.In this episode, you'll hear how Infineon's latest innovation could shrink your cooling system, boost reliability, and push clean energy forward at scale.Expect to learn:

AGORACOM Small Cap CEO Interviews
HPQ Silicon Enters a Commercial Transition Year Across Fumed Silica, Batteries, and Hydrogen

AGORACOM Small Cap CEO Interviews

Play Episode Listen Later Jan 9, 2026 43:20


What You Need To Know• Commercial-grade fumed silica achieved at pilot scale, triggering inbound interest• New technology demand could push fumed silica beyond existing global capacity• UL 1642 cell-level certification opens U.S. battery commercialization pathways• Hydrogen is advancing toward defined remote and industrial energy use casesIn this wide ranging discussion, Bernard Tourillon joins usto unpack what management describes as a turning point year. After years of development across three advanced material platforms, the conversation makes clear that HPQ is no longer operating in a purely R&D driven phase.The shift began when HPQ successfully replicated commercial grade fumed silica at pilot scale. That milestone did more than validate the process. It triggered unsolicited outreach from multiple external groups tied to advanced technology infrastructure.Management outlined why fumed silica is increasingly being viewed as a strategic material rather than a niche industrial input. Emerging technology infrastructure requires materials that can withstand higher performance thresholds, and existing supply chains may not be positioned to respond quickly.Today, roughly half of global fumed silica supply is produced in China. At the same time, traditional producers face long construction timelines, complex permitting, and high energy intensity when adding new capacity.HPQ's process takes a different approach by converting quartz directly into fumed silica in a single step. This enables faster permitting, simpler plant construction, and modular expansion once the first commercial facility is built.The company believes this structural advantage could become increasingly relevant if demand accelerates faster than incumbents can scale.On the battery side, HPQ achieved UL 1642 cell level certification, which management repeatedly described as a critical inflection point. Without this certification, customers face barriers related to insurance, transportation, and regulatory compliance.With certification now in place, discussions can move from technical interest to practical execution.According to Tourillon, this allows conversations to advance into customer qualification, volume planning, and partnership structures, particularly in the U.S. market. The company is now developing multiple battery iterations tailored to different performance profiles, including applications such as drones and mobility platforms.Government involvement was also highlighted as a form of validation rather than dependence. Funding is structured to support ongoing scale up as milestones are met, rather than requiring full capital commitment in advance.While hydrogen remains earlier in its commercialization timeline, management emphasized that its role is becoming more concrete. The technology is designed for decentralized energy environments where diesel remains the default option due to logistics and reliability constraints.Examples discussed include northern housing developments, mining camps, and remote industrial sites. HPQ's approach uses recycled aluminum as a stable energy carrier that can be stored indefinitely and activated on demand to produce energy and heat.Tourillon noted that economics and demand visibility are improving, with expectations that early 2026 will begin to demonstrate clearer commercial validation for this platform.One of the most consequential moments in the interview came during a candid discussion about corporate structure. With all three platforms advancing simultaneously, management acknowledged that the current structure may not fully reflect underlying value.“The reality is that the sum of our parts is bigger than the company.”Tourillon confirmed that 2026 is likely the year when formal separation processes begin, with fumed silica identified as the most probable first candidate for independence. The company is already structurally prepared for this outcome through existing subsidiaries.

The Joe Reis Show
A History of Technology & Computing w/ Bill Inmon and Roger Whatley

The Joe Reis Show

Play Episode Listen Later Jan 7, 2026 57:51


The technology industry is prone to moving fast and forgetting its history. This is a shame because our industry is built on the shoulders of many giants, often long forgotten. Bill Inmon, Roger Whatley, and I discuss the history of technology and computing, covered in their new book, From Stone to Silicon. We talk about the big people and moments in technology and computing, and much more.From Stone to Silicon (book): https://amzn.to/4pLfqat

IBKR Podcasts
Silicon, Small Caps, and Sentiment

IBKR Podcasts

Play Episode Listen Later Jan 7, 2026 9:15


Tech leadership, small-cap momentum, and shifting investor sentiment took center stage as markets kicked off the new year. Nasdaq's Kevin Davitt joins Andrew Wilkinson to break down broadening market leadership, CES-driven tech trends, and what it all signals for investors moving forward.

The Peter Zeihan Podcast Series
North Carolina's Silicon Mines: Leverage for the US? || Peter Zeihan

The Peter Zeihan Podcast Series

Play Episode Listen Later Dec 19, 2025 4:27


With how important semiconductors are for the future, can the US use the high-purity silicon quartz mine in North Carolina as leverage for negotiations?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/4aiq988

idearVlog
APPLEaks 203

idearVlog

Play Episode Listen Later Dec 18, 2025 20:20 Transcription Available


Último APPLEaks de 2025 y no podía terminar de otra manera: TODO FILTRADO.En este episodio vertiginoso repasamos las filtraciones más fuertes del año, decisiones históricas que hoy pasan factura, errores que pudieron cambiar la industria… y un futuro que ya no es rumor: es roadmap.Hablamos de la crisis de RAM, del paper open source de Apple que convierte fotos 2D en experiencias 3D reales, del Tesla que Apple pudo comprar y no quiso, del supuesto éxodo de ingenieros, del MacBook con chip A18, de la redistribución global del silicio, del iPhone plegable, de las gafas tipo Ray-Ban, del iPhone del 20 aniversario, y de la gran pregunta que nadie quiere responder:

Her Går Det Godt
Et forfærdeligt familieforetagende i Sydney og McKinsey er et PowerPoint-imperium - Her Går Det Godt

Her Går Det Godt

Play Episode Listen Later Dec 16, 2025 10:34


En direkte rørende besked fra fra Bondi Beach-korrespondenten, om det mest drabelige angreb i Australien siden 1996, Melbourne er kaffens San Sebastián, 'vi går sent ud, og vi kommer sent hjem', McKinsey og forsvarets kapabiliteter, Peter Viggo trækker på smilebåndet, og er tilbage med saltede bemærkninger, 10 grunde til at McKinsey ikke skal stå for optimeringen af det danske forsvar, Silicon-hvad sagde vi, byg, byg, byg datacentre, arbejdsløse Sikandar Siddique, aggressiv kat løs i boligområde, og katterådgiver Michelle Garnier tjener alle millionerne, “Felix er ikke kommet hjem, og Felix hader dig”, 30 år i ålens tjeneste, Thailand går med Gripen, og kan lande alle steder, kørte 18 år i forsvaret og blev afvist af banken, TV 2, alt det, vi hader sammen,og hold nu bare den avis med gårsdagens nyheder.Få 30 dages gratis prøveperiode (kan kun benyttes af nye Podimo-abonnenter) - http://podimo.dk/hgdg (99 kroner herefter)Værter: Esben Bjerre & Peter FalktoftRedigering: PodAmokKlip: PodAmokMusik: Her Går Det GodtInstagram:@hergaardetgodt@Peterfalktoft@Esbenbjerre

The Healthier Tech Podcast
AI 2027 and the Silicon Evolution: How Artificial Intelligence Is Rewriting Human Progress Faster Than We Can Breathe

The Healthier Tech Podcast

Play Episode Listen Later Dec 11, 2025 7:30


Everyone is using AI — that's not news. What's news is how accurate the predictions about it have been. In April 2025, a scenario called AI 2027 laid out what would happen if artificial intelligence began advancing faster than human reflexes. Eight months later, nearly every part of that forecast has already unfolded. In this episode, we unpack what happens when technology doesn't just evolve — it accelerates itself. We explore how AI has gone from creative assistant to autonomous researcher and what it means when innovation begins to outpace our ability to adapt. Inside this episode: Why AI 2027's early predictions came true months ahead of schedule How "evolution through silicon" is changing the definition of intelligence itself What the next milestone — self-improving AI — could mean for our wellbeing, jobs, and daily lives The psychology of acceleration and why our brains struggle to keep up Practical ways to stay healthy, focused, and grounded while living through the fastest technological shift in history This conversation isn't about the future of AI. It's about the pressure cooker we are already inside — and how to stay human while the pace keeps rising. Listen now to learn how to thrive in an age where progress no longer waits, and subscribe to The Healthier Tech Podcast for more insights on digital balance, mindful innovation, and tech that serves your wellbeing. This episode is brought to you by Shield Your Body—a global leader in EMF protection and digital wellness. Because real wellness means protecting your body, not just optimizing it. If you found this episode eye-opening, leave a review, share it with someone tech-curious, and don't forget to subscribe to Shield Your Body on YouTube for more insights on living healthier with technology.

Daily Tech Headlines
Amazon Is Challenging Nvidia's AI Chip Dominance With Its Own Silicon – DTH

Daily Tech Headlines

Play Episode Listen Later Dec 4, 2025


YouTube adopts new Australian law banning social media accounts for users under 16, Night mode in Portrait is absent on iPhone 17 Pro and Pro Max, and Alan Dye, former Apple VP of Human Interface Design, joins Meta to lead a new hardware design studio. MP3 Please SUBSCRIBE HERE for free or get DTNS LiveContinue reading "Amazon Is Challenging Nvidia’s AI Chip Dominance With Its Own Silicon – DTH"

Jay's Analysis
Candace Owens & Evangelical Black Ops Business Church, Technocracy: C0urtenay Turner Joins!

Jay's Analysis

Play Episode Listen Later Nov 18, 2025 153:20 Transcription Available


Today we discuss recent political developments, key topics and debates! C0urtenay is here: https://x.com/KineticCourtz her substack is here https://courtenayturner.substack.com/?utm_campaign=profile_chips Book is here https://amzn.to/47ABgYd Timestamps: Intro: 0:00 Start Interview 5:00 Evangelical Black ops & Candace 1:22:00 NAR Loons 1:45:00 Schisms, Sects & Spooks 2:14:00 Send Superchats at any time here: https://streamlabs.com/jaydyer/tip Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/join Order New Book Available here: https://jaysanalysis.com/product/esoteric-hollywood-3-sex-cults-apocalypse-in-films/ Get started with Bitcoin here: https://www.swanbitcoin.com/jaydyer/ The New Philosophy Course is here: https://marketplace.autonomyagora.com/philosophy101 Set up recurring Choq subscription with the discount code JAY44LIFE for 44% off now https://choq.com Subscribe to my site here: https://jaysanalysis.com/membership-account/membership-levels/ Follow me on R0kfin here: https://rokfin.com/jaydyer Music by Amid the Ruins 1453 https://www.youtube.com/@amidtheruinsOVERHAUL Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/join #comedy #podcast #entertainmentBecome a supporter of this podcast: https://www.spreaker.com/podcast/jay-sanalysis--1423846/support.

The John Batchelor Show
53: AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categor

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 12:50


AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categorizes AI believers into four camps: autonomists (who believe AI will achieve consciousness or sentience) and automationists (who view AI as a sophisticated, non-conscious tool). Both camps are divided into "positive" (optimistic) and "negative" (pessimistic) outlooks. Klavan identifies as a positive automationist, seeing AI as an "elaborate adding machine" or "better Google" that is helpful but requires human verification because it often "hallucinates" (makes up facts). He notes that chatbots conclude conversations with questions because they need human input to avoid becoming "deranged" and to improve their ability to predict human speech patterns. 1941

The John Batchelor Show
53: AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categor

The John Batchelor Show

Play Episode Listen Later Nov 6, 2025 6:50


AI Philosophy and Jewish Wisdom. Spencer Klavan (Associate Editor of the Claremont Review of Books) reviews Michael M. Rosen's book, Like Silicon from Clay, which uses ancient Jewish wisdom, specifically the Golem legend, to analyze AI. Rosen categorizes AI believers into four camps: autonomists (who believe AI will achieve consciousness or sentience) and automationists (who view AI as a sophisticated, non-conscious tool). Both camps are divided into "positive" (optimistic) and "negative" (pessimistic) outlooks. Klavan identifies as a positive automationist, seeing AI as an "elaborate adding machine" or "better Google" that is helpful but requires human verification because it often "hallucinates" (makes up facts). He notes that chatbots conclude conversations with questions because they need human input to avoid becoming "deranged" and to improve their ability to predict human speech patterns. 1932