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Grumpy Old Geeks
750: Douchebag Ping Pong

Grumpy Old Geeks

Play Episode Listen Later Jun 11, 2026 57:36


Episode 750 arrives with a simple reminder: the bullshit never sleeps. This week Jason and Brian dive headfirst into a game of Douchebag Ping Pong featuring OpenAI, Anthropic, Elon Musk, and the rest of the AI industrial complex. OpenAI is preparing to go public while simultaneously transforming ChatGPT into an everything app, Anthropic wants the world to slow down AI development before Skynet shows up for work, and then immediately releases a more powerful model because apparently self-awareness only goes so far. Meanwhile, Sam Altman's eyeball-scanning side hustle is laying people off, proving that convincing humans to hand over their biometric data remains a surprisingly difficult sales pitch.The AI arms race gets even weirder as SpaceX unveils plans for orbital data centers the size of flying football fields while Google and Anthropic shovel billions into Elon's compute empire just to keep their models fed. On Earth, Seattle is trying to ban new AI data centers before they drink the city dry, Meta is planting AI infrastructure in India, Google is slashing Gemini prices, and a Mississippi judge discovers that lawyers on both sides of a case used AI to invent legal citations, resulting in the rare spectacle of artificial stupidity arguing against itself. Thankfully, AI also manages to do something useful, helping researchers develop a promising universal vaccine and reminding us that not every machine-learning story ends with humanity getting harvested for electricity.Elsewhere, crypto continues its transformation into performance art as Sam Bankman-Fried seeks a presidential pardon while reports suggest the Trump family made billions from crypto projects that left investors holding the bag. Meta gets caught quietly experimenting with face recognition in smart glasses, lawmakers scramble to require recording indicators, and Snapchat tightens protections for younger users. The guys also celebrate Apple's shockingly competent Sports app, a rare piece of software that simply does the thing it's supposed to do without trying to become your therapist, financial advisor, or AI life coach. Plus: Ghostbusters returns, Devil May Cry gets another season, Bill Burr takes on Facebook in The Social Reckoning, and a look at why Silicon Valley's newest luxury service appears to be paying actual humans for conversation.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/750Watch on YouTube at https://youtu.be/w8POIp_Dts0SHOW NOTESOpenAI files SEC paperwork to go publicAnthropic proposes a global slowdown of AI developmentOpenAI Joins Anthropic in Call for International AI WatchdogAnthropic releases Claude Fable, a version of Mythos, days after warning AI is becoming too dangerousOpenAI reportedly has a major ChatGPT overhaul in storeSam Altman's Eyeball Scanning Company Now Laying Off WorkersElon Musk's first-gen orbital data center craft spans wider than a Boeing 747 and runs an interchangeable chip payload — AI1 satellite compute payload is 120 kW, peaks at 150 kWGoogle will pay SpaceX $920 million a month to use xAI's data centersSeattle is close to approving a year-long ban on large data centersMeta signs first AI data center deal in India with RelianceGoogle cuts the price of its AI Plus plan and doubles the storageJudge Learns Lawyers on Both Sides of Case Used AI, Cancels Trial, Kicks Everyone Off the CaseThe University of Cambridge says it successfully tested a vaccine with an AI-designed antigenKalshi will require employment info for some bets as an insider trading precautionSam Bankman-Fried applies for a pardon from TrumpTrump Family Reportedly Made About $2.3 Billion on Crypto While Investors Lost About $2.3 Billion on Trump-Related CryptoThe Nerdy Escorts Cashing In On Silicon Valley's AI BoomApple Made a Sports App That Does Almost Nothing. It's Incredible.Meta Removes Face-Recognition System From Its Smart Glasses, Is Mad About itSmart Glasses Would Legally Require a Recording Light Under Proposed LawSnap will no longer allow younger teens' Spotlight videos to be publicly viewableThe iOS 27 beta pretty much confirms that an Apple foldable is happeningThinking Sideways: How to Think Like a Chess Player and Win at Life by Jennifer ShahadeThinking Fast, Slow, Artificially: AI and Your BrainCloudConvertHoppersDownton Abbey: The Motion PictureWidow's BayThe New ‘Ghostbusters' Cartoon Gets a Title and Release DateDevil May Cry Season 2 on NetflixTHE SOCIAL RECKONING – Official Teaser Trailer (HD)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Prepping Academy
Skynet Is Here — Your Every Move Is Being Tracked

Prepping Academy

Play Episode Listen Later Jun 9, 2026 48:34


Send us Fan MailSkynet Is Here — Your Every Move Is Being TrackedForrest and Patrick join forces to dive into the current privacy issues facing the globe. AI, age verification, new vehicles, and big data are all working together to make privacy a thing of the past. Forrest offers some great tips for maintaining privacy in an ever-changing world. This is a rapidly evolving situation that will require constant vigilance to maintain any privacy in your daily life. A total grid down is a black swan; SKYNET is around the corner unless we take action. Free Disappear on the Internet webinar:   SIGN UP FREE! Join PrepperNet.Net - https://www.preppernet.netPrepperNet is an organization of like-minded individuals who believe in personal responsibility, individual freedoms and preparing for disasters of all origins.PrepperNet Support the showPlease give us 5 Stars! www.preppingacademy.com Daily deals for preppers, survivalists, off-gridders, homesteaders  https://prepperfinds.com www.preppernet.com

SciFi Distilled
AI Technology

SciFi Distilled

Play Episode Listen Later Jun 9, 2026 70:09


This week we talk about the impact of AI Technology on the entertainment industry and everyday uses. Is this groundbreaking technology or are we creating SkyNet?

Ultimate Guide to Partnering™
298 – Jay McBain: The $6 Trillion Shift Rewriting Every Tech Partnership Right Now

Ultimate Guide to Partnering™

Play Episode Listen Later Jun 8, 2026 36:18


Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

The Realist & The Visionary
Episode 301- Apocaloptimist

The Realist & The Visionary

Play Episode Listen Later Jun 7, 2026 53:33 Transcription Available


Dutch & Tena review the new 2026 Peacock documentary, The AI Doc: Or How I Became an Apocaloptimist.The AI takeover is inevitable. Filmmaker Daniel Roher interviews a host of computer scientists and industry experts to explore what AI is and whether the future holds hope or doom. Tune in to hear our take!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-realist-the-visionary--3304218/support.Check out our website:https://www.therealistthevisionary.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-realist-the-visionary--3304218/support.Follow us on IGFollow Us on TikTok

The Tech Authority Podcast
Audio Month Day 1 - Welcome to AI / Skynet

The Tech Authority Podcast

Play Episode Listen Later Jun 1, 2026 2:44


#audiomo Audio Month Day 1 - Welcome to AI / Skynet

Truth Unscripted
Starlink or Skynet?!

Truth Unscripted

Play Episode Listen Later May 30, 2026 43:36 Transcription Available


Send us Fan MailWow, time has flown by! This is an episode from the vault and was recorded in January 2020. It's May 2026 and I'm uploading a few episodes for your listening and reminiscing pleasure. Kind of prophetic and, dare I say, spot on?! Miss you Melvin and TU...

Talk Radio Meltdown
730: Skynet FM

Talk Radio Meltdown

Play Episode Listen Later May 29, 2026 106:07


For worse or for worse, the artificial intelligence takeover continues! Jack and Nate discuss a company that's experimenting with AI-powered radio stations, complete with digital on-air presenters. Nobody can make a horrific natural disaster sound jubilant like a computerized DJ! Also discussed in this episode of Hardly Focused: Sick man Jack recaps this podcast's recent surge in social media video views! Nate discusses "Dead Dad Jokes," a successful night of gallows humor presented by friend-of-the-show Hailey Jones. The post-mortem of The Late Show with Stephen Colbert. FOLLOW and SUBSCRIBE! https://hardlyfocused.com/subscribe Learn more about your ad choices. Visit megaphone.fm/adchoices

Grimerica Outlawed
#400 - Outlawed Round Up 5.27.26 Nazi That Coming | 23 & ET

Grimerica Outlawed

Play Episode Listen Later May 28, 2026 71:13


In this episode, Darren and Graham dive into the latest developments in technology, geopolitics, and clandestine operations that are shaping our future. From deep-state influences and UFO whistleblower claims to AI innovations and societal shifts, this conversation unpacks the layers of a world on the brink of transformation. The Future Unveiled: AI, Secrets, and Global Trends Key topics covered: The growing influence of NGOs and foreign entities in Western politics Whistleblower claims on CIA's use of DNA databases to hunt extraterrestrial life The escalation of AI technology and its implications for surveillance and control The geopolitical battle for control over energy, data centers, and space infrastructure Cultural and societal manipulation via media, social platforms, and legislative changes Hidden agendas behind data centers, alien investigations, and the push for centralization The potential for disclosure of UFO files and the influence of QAnon ideology How historical bloodlines and secret bloodline theories connect to modern power structures The debate over individual sovereignty versus collectivist control   To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support.   For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals  https://grimericaoutlawed.locals.com/ or Patreon https://www.patreon.com/grimericaoutlawed   Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://www.simulationmaps.com/#products Disaster Maps, Volcano Sim, Asteroid Sim, Shipwreck Map, UFO Map etc https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Join the chat / hangout with a bunch of fellow Grimericans  Https://t.me.grimerica grimerica.ca/chats   Discord Chats Darren's books www.acanadianshame.ca Sign up for our newsletter http://www.grimerica.ca/news InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/  Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag ART - Napolean Duheme's site http://www.lostbreadcomic.com/  MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com    Links to the stuff we chatted about: https://x.com/InterstellarUAP/status/2059611828192420009?s=20 https://x.com/Docneuroeo/status/2059679820167217254?s=20 https://x.com/Prolotario1/status/2059414699276369951?s=20 https://x.com/HighlyStrange/status/2059357334116151716?s=20 https://x.com/SamLyman33/status/2059332686557442362?s=20 https://x.com/Prolotario1/status/2059295844336021642?s=20 https://x.com/MJTruthUltra/status/2059407355780219283?s=20 https://x.com/digijordan/status/2059373093374578933?s=20 https://x.com/MJTruthUltra/status/2059361404566577519?s=20 https://x.com/GodRulesIRL/status/2059349328796299300?s=20 https://x.com/nicksortor/status/2059344808716509554?s=20 https://x.com/Timcast/status/2059311396794269927?s=20 https://x.com/pmarca/status/2059117308099043450?s=20 https://x.com/DataRepublican/status/1955380080831762825?s=20 https://x.com/conspiracyb0t/status/2058234088826487099?s=43%22%3Ehttps://x.com/conspiracyb0t/status/2058234088826487099?s=43%3C/a https://x.com/georgegalloway/status/2057828075987988723?s=43%22%3Ehttps://x.com/georgegalloway/status/2057828075987988723?s=43%3C/a https://x.com/therubberduck79/status/2059108776699904092?s=43%22%3Ehttps://x.com/therubberduck79/status/2059108776699904092?s=43%3C/a https://x.com/endwokeness/status/2059312345319395720?s=43%22%3Ehttps://x.com/endwokeness/status/2059312345319395720?s=43%3C/a https://x.com/endwokeness/status/2059404725351498070?s=43%22%3Ehttps://x.com/endwokeness/status/2059404725351498070?s=43%3C/a https://x.com/rothmus/status/2059372307970408461?s=43%22%3Ehttps://x.com/rothmus/status/2059372307970408461?s=43%3C/a https://x.com/tablesalt13/status/2057108102810312774?s=43%22%3Ehttps://x.com/tablesalt13/status/2057108102810312774?s=43%3C/a https://x.com/redpillb0t/status/2056846591252914380?s=43%22%3Ehttps://x.com/redpillb0t/status/2056846591252914380?s=43%3C/a https://x.com/trueonx/status/2059566095321977200?s=43%22%3Ehttps://x.com/trueonx/status/2059566095321977200?s=43%3C/a https://x.com/thehealthb0t/status/2059137525529391192?s=43%22%3Ehttps://x.com/thehealthb0t/status/2059137525529391192?s=43%3C/a https://x.com/tftc21/status/2058889513213030638?s=43%22%3Ehttps://x.com/tftc21/status/2058889513213030638?s=43%3C/a https://x.com/thehealthb0t/status/2059394221812130198?s=43%22%3Ehttps://x.com/thehealthb0t/status/2059394221812130198?s=43%3C/a     Timestamps:Timestamps: 00:00 - Introduction to the episode: technology and secrecy at a crossroads 02:33 - Organized crime in Canada: citizenship and embedded networks 07:24 - The rise of AI and data surveillance: Skynet and privacy concerns 15:12 - Power grids and infrastructure: build-up, decentralization, and space-based solutions 22:46 - UFO whistleblower claims: DNA databases and extraterrestrial hunting 40:26 - Theories of secret bloodlines, ancient royal blood, and alien hybridization 45:59 - The COVID vaccine, graphene oxide, and bio-hybrid theories 60:08 - The role of prominent figures and media in shaping societal narratives 66:04 - The NGO factory, foreign influence, and efforts to control technological innovation 70:50 - The global push for socialism, centralization, and potential revolutions 77:14 - Cultural shifts: media censorship, digital censorship, and "pandemic" management 84:33 - The symbolism of Black Goo, chemtrails, and geoengineering 88:24 - Disclosures, UFO files, and the possible manipulation of public perception 89:45 - The coming political upheaval: Deep State, the NSA, and global secrets 94:18 - The significance of Trump's recent posts about control and disclosure 97:37 - AI sentience, gene editing, and the future of human-machine integration 104:23 - The increasing influence of cartels, drug labs, and secret operations in the West 107:54 - Wrap-up: societal control, secret societies, and the future of freedom

Ones Ready
Ep 589: Memorial Day Isn't About Being Sad. It's About Remembering the Boys Right

Ones Ready

Play Episode Listen Later May 25, 2026 49:10


Send us Fan MailPeaches and Aaron sit down for a Memorial Day conversation that's honest, reflective, hilarious, and painfully real all at the same time. The boys break down the actual meaning behind Memorial Day, the difference between Memorial Day and Veterans Day, and why the internet keeps turning remembrance into performative sadness instead of intentional celebration of the people we lost.They talk about friends killed in combat, training accidents, suicide, and the long list of names that never really leaves your mind—but also why most of those guys would absolutely hate seeing everyone sit around miserable on a four-day weekend.Then the conversation turns into Murph workouts, Vegas summers, Soft Week chaos, UFC fights, Fourth of July energy, military fitness standards, Pentagon bureaucracy, and leaked guidance from Pete Hegseth demanding a more merit-based warfighting culture across the force.Bottom line: honor the fallen however you want—but live your life hard enough that they'd be proud you're still here doing it.⏱️ Timestamps:00:00 Memorial Day Hits Different 02:00 Intentional Remembrance vs Sadness 04:00 Remembering the Boys 06:00 Memorial Day vs Veterans Day 08:00 Why Internet Guilt Is Annoying 10:00 What the Fallen Would Actually Want 12:00 “Bad Day to Be a Coors Light” 14:00 Stay Connected to Gold Star Families 16:00 Murph Workouts & Memorial Traditions 19:00 The Best Way to Partition Murph 22:00 Vegas Summers Are Elite 24:00 Tampa vs Las Vegas 27:00 Soft Week Bro Culture 30:00 America's 250th Birthday Energy 33:00 Why Patriotism Feels Different Again 36:00 Red, White & Blue Everywhere 38:00 AI, Skynet & Letting America Cook 40:00 Leaked Meritocracy Memo from Hegseth 43:00 Fitness Standards Across the Military 46:00 Why Weakness Gets Celebrated Online 49:00 The Profession of Arms Matters 52:00 Why Every Military Member Needs Baseline Fitness 55:00 The Problem with Excuses 57:00 Memorial Day Final Thoughts

Geopolitics & Empire
Anthony Freda: Dissident Art, Skynet Revolt, & Resisting the NWO

Geopolitics & Empire

Play Episode Listen Later May 22, 2026 76:31


Artist Anthony Freda describes his professional evolution from marketing cigarettes to children and war to the public for NYT and WSJ to eventually finding a home in alternative media as a dissident political artist in order to maintain his moral integrity. The conversation explores the heavy cost of dissent, including professional blacklisting and legal persecution for challenging official narratives. He expresses deep concern over the budding digital prison and particularly the rise of AI, which he views as a threat to human sovereignty. Anthony frames current global events as a spiritual battle between light and dark, urging listeners to resist state-sponsored tyranny and cultural inversion. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS!) https://escapethetechnocracy.com/geopolitics Expat Money (FREE “Plan B” Report!) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Website https://anthonyfreda.com Substack https://anthonyfreda.substack.com YouTube https://www.youtube.com/@FredaTheArt About Anthony Freda Anthony Freda is a controversial political artist who left mainstream clients like The New York Times and Wall Street Journal to work for alternative media, including a 10 year run with Infowars as an artist and writer. One of his pieces is part of the permanent collection of the 911 Museum in NY. It is the only piece to question the official narrative. He formed Occupy Peace with Gerald Celente and was under contract in 2024 for RFK Jr’s presidential campaign Super PAC, AV24. He is currently a permanent faculty member of FIT in New York. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

DOS Game Club
The Terminator: Future Shock

DOS Game Club

Play Episode Listen Later May 22, 2026 101:40


In the futuristic year of 2015, Los Angeles is fully under Skynet's control. Extermination camps have been set up to wipe humanity off the face of the earth. You must escape one such camp and get in touch with John Connor, Kyle Rees and the rest of the resistance. This is the premise of Terminator: […]

Metal Nerdery
#352-The Ultimate Metal Ego Check: Bands That Named Songs After Themselves

Metal Nerdery

Play Episode Listen Later May 21, 2026 70:01


“I wonder how many modern bands still do it?”   Maybe the song is named after the band and referenced in the chorus. Maybe the song is named after the band but there's no reference to the band's name anywhere in the lyrics. Or maybe it's a song with a completely different title than the band name BUT the band name IS mentioned somewhere in the lyrics.    “They mostly do it during their early years…”   Whatever the case may be, A METAL BAND'S TITLE TRACK ultimately becomes the cornerstone of a band's sound and their overall mission statement and objective (especially when they're young and just starting out).   “Taylor Swift doesn't have a song called ‘Taylor Swift'…and The Beatles don't have a song called ‘The Beatles'…”   Whether it's about building a mood, declaring some philosophical ethos, or making a proud, self-referential namecheck for fans to latch on and lock in to, A METAL BAND'S TITLE TRACK sets the tone and lets the listener know what can be expected whenever they hear it. Discover what it means to be a “hill jack”, understand why the good people of “Missourah” enjoy sipping on “Kentuckah” bourbon while floating down the “Mississippah” river, and find out how “Three Dudes…” are about to fundamentally transform metal award shows forever when you JOIN US as we investigate the importance of A METAL BAND'S TITLE TRACK. Visit www.metalnerdery.com/podcast for more on this episode Help Support Metal Nerdery https://www.patreon.com/metalnerderypodcast Leave us a Voicemail to be played on a future episode: 980-666-8182 Metal Nerdery Tees and Hoodies – metalnerdery.com/merch and kindly leave us a review and/or rating on your favorite Podcast app Follow us on the Socials: Facebook - Instagram - TikTok Email: metalnerdery@gmail.com Can't be LOUD Enough Playlist on Spotify Metal Nerdery Munchies on YouTube @metalnerderypodcast   Show Notes: (00:01): “Tinkler Widdler?” / “How about some #EvilBean (with the Mean Gene, brother)?”/ #HulkHogan / “Howard Schwanzenstein?” / #AndrewDiceClay / “Have you ever looked at his Instagram?” / ***WARNING: #listenerdiscretionisadvised *** /  “That is bean worthy…”/ “Let's retire that guy and go to this guy…”/ #markthetime / “Let it ring out…”/ ***WELCOME BACK TO THE METAL NERDERY PODCAST!!!*** /  #BunkerpoonCenterForMetalExcellence / #Hotlanta / “Don't say that…”/  “Wait a minute…isn't it ‘Missourah'?” / “Are you trying to throw up the state name?”/  “Yeah, why not? #Skynet knows everything, dude…”/ #Kentuckah / “A warsher…”/  “Alright, so you're a Hill Jack as well, then…”/ “What's a hill jack?” (06:20): ***PATREON US at PATREON.COM/METALNERDERYPODCAST *** /  #instantgasm / “WELCOME, New Patreons!!!” / “No spoilers…but it involves…”/  “Did you literally just spoil #TheHogStory …?”/ #DoomSickle #DoomSicle / “It's gonna be longer than a day…”/ “I've got a bass rig…it's getting no use in my house…”/ #digitaldrums /  “He's a bass player, kind of a drummer, maybe a guitar player…don't forget about singer…and poon magnet…”/ #autotuneddoommetal / “I gotta open up the…”/  “Just know there's a surprise coming…” / #markthetime / “The good news is…I've been in your house…”/ “A little bit of elbow grease and you're good…”/ Crone's Kitchen Cleaning /  “You don't wanna be that roommate…”/ “I've been in appliances for a very long time…this is so fucking metal…”/ #reallifeshit / #wisdomteeth #drysockets #viralaf #TikTok /  “The dishwasher people are gonna love it…all the women, right?”/ “You guys know what I do for a living, right?” / “I know what he's doing…” /  ***GIVE US A CALL AND VOICEMAIL US AT 980-666-8182!!!*** / #AussieDave / #ThanksCunt / “We're learning so much!”/ “His #voicemails are gold!”/ “I think it's ‘shit-hard'…”   (19:00): “Let's get into the Daggone…” / #TheDocket / METAL NERDERY PODCAST PRESENTS:  A BAND'S TITLE TRACK / THE TITLE TRACK OF THE BAND /  “They mostly do it during their early years…”/ “Taylor Swift doesn't have a song called Taylor Swift…and The Beatles don't have a song called The Beatles…”/ “Who's Pink Floyd?”/ “Hats off to Roy Harper, by the way…”/ “Is that the same one from the Led Zeppelin?” “That's what this podcast is about…”/ “Unfortunately, it wasn't on Black Sabbath Records…”/ #Black Sabbath BLACK SABBATH (Black Sabbath – 1970) /  “We gotta hear some weather dude…and the bell…it sets the tone.”/ #PerfectEditing /  “You ever run like this?”/ “What's he doing there?” / “Like an auto-wah…not Canada…”/  “We're learning shit…”/ ***SOCIAL MEDIA US AT #metalnerderypodcast on #YouTube #Facebook #Instagram and #TikTok *** / #ViralAF   (25:08): “You wanna hear the Hawkwind version?” / #Hawkwind MOTORHEAD /  “Prizes of Christmas?”/ “It goes up like prices at Christmas…”/ “Now check out the difference…”/ #Motorhead MOTORHEAD (Motorhead – 1977) #killeropener /  “I got one…”/ “It's always fun when he has a surprise, dude…we all win.”/  #IronMaiden IRON MAIDEN (Iron Maiden – 1980) / “Sing IRON MAIDEN!”/ “That reminds me…”/ “Vinny Dimebag, man…”/ “It's very punk…”/ “I kinda wish he would have kept his cool Samson mustache…”/ “Wait a minute…what were we talking about?”/  “Have you ever met somebody that you think is actually in the CIA?” / “When in doubt…”/  #CIASMR / NOTE: It's Metal Storm/Face The Slayer, NOT Tormentor/Face The Slayer   (34:12): “How about some Metal Church?” / “I still think they should have opened that first album with that song…”/ #MetalChurch METAL CHURCH (Metal Church – 1984) / “He's got Dio vibes in the vocals…” / #Overkill OVERKILL (Feel The Fire – 1985) / NOTE: E.vil N.ever D.ies is apparently Overkill IV / “More creepy wind…love it!”/ “Old School…or Old Skull…if you're from Missourah…”/ “Oh Whiplash, c'mon…”/ “They do have an album called Metallica…”/ “Can we find that one part?” / “Did the song live up to the name?”/  #Metallica WHIPLASH (Kill ‘Em All – 1983) / “I fucking nailed it!”   (41:21): “How about a little Megadeth…?”/ “Dave Mustaine is not a they…he's a dude…”/  #Megadeth SET THE WORLD AFIRE (So Far…So Good…So What! – 1988) / “It's not as…precise.”/ “You're almost there anyway…”/ “That was obviously from the remaster with the weird drums…”/ “Let it ring out…”/ “It's like a flaccid drum set…”/ “It kinda still bothers me that Baloff doesn't do that anywhere else on the record…maybe Rob Dukes will do that sometime…”/ #Exodus EXODUS (Bonded By Blood – 1985) / “We never talked about the band title track…”/ “What would our statue be…?”/ #ThePoonys / “Put this dick on your mantle…”/ “Three dudes…all lickin' ass…”/ #thenewbutton / “There it is…he finally did it!”/  “He doesn't say a lot, folks…but when he does, it's fucking GOLD!”/ “That's called a callback I think…”   (50:15): “How about something that…maybe a lot of people probably don't know?”/  “I love it…aftershocks!”/ “That's the Surprise we were talking about before…”/  “We're getting a lot of lies…” / “How about Electric Wizard?”/ “I told you, I can't smoke weed…”/ “It's not for everybody…” / #ElectricWizard ELECTRIC WIZARD (Electric Wizard – 1994) / #StonerMetal #SmogMountain #SmaugMountain / “Our local boys…”/ #localmetal #AtlantaMetal / #ActusReus ACTUS REUS (2022) / #WitchfinderGeneral WITCHFINDER GENERAL (Death Penalty – 1982) / “Actually, that's a cool loop. We'll keep that for Smaug Mountain…”/ “Dude, she IS nude!”/ “Princess Areola: Queen of the Bra People…it's a fantasy movie…in the style of Heavy Metal.”/ “I wonder how many modern bands still do it?”   (1:01:03): “I don't know why my voice went up so much…” (“I know why…”) /  #Queensryche – QUEEN OF THE REICH (Queensryche – 1982) / “It's Bill's favorite style of singing…”/ “Do you wanna cleanse real quick with Anthrax by Anthrax?”/ “Mouthful of Braces…”/ #NewAnthrax #ItsForTheKids / “Really!?”/ “I guess that's the equivalent now of old 45 singles, right?” / #Anthrax ANTHRAX (Fistful of Metal – 1984) / “It's like sped-up KISS…”/ NOTE: '84 would have been Animalize / “I don't know why my voice is going up…”/ THANK YOU FOR JOINING US!!! / #untilthenext #outrreel  

Reimagining Cyber
AI and Zero-Day Exploits: A New Cybersecurity Threat? - #202

Reimagining Cyber

Play Episode Listen Later May 20, 2026 16:38


Google says it may have uncovered the first real-world case of threat actors using AI assistance during zero-day exploit development — but is this truly a cybersecurity turning point, or another overhyped AI headline?In this episode of Reimagining Cyber, Tyler Moffitt unpacks what actually happened, what Google discovered, and why the reality is both less dramatic — and potentially more dangerous — than the headlines suggest.Tyler looks at how AI is accelerating exploit research, lowering the barrier for mid-tier cybercriminals, and compressing the timeline between vulnerability discovery and active attacks. He explains why this isn't “Skynet for hackers,” but rather AI acting as a force multiplier that makes attackers faster, cheaper, and more scalable.The conversation also covers:How AI-assisted exploit development really worksWhy hallucinated code and fake vulnerability references tipped Google offThe growing “AI vs AI” battle between attackers and defendersWhy patching delays remain one of the biggest security risksHow identity security, MFA, and layered defenses still matter mostWhether this moment could become cybersecurity's next major turning pointIf you've been wondering whether AI is truly changing the threat landscape — or just accelerating the one we already have — this episode breaks it down clearly and practically.As featured on Million Podcasts' Best 100 Cybersecurity Podcasts  Top 50 Chief Information Security Officer CISO Podcasts Top 70 Security Hacking PodcastsThis list is the most comprehensive ranking of Cyber Security Podcasts online and we are honoured to feature amongst the best!Follow or subscribe to the show on your preferred podcast platform.Share the show with others in the cybersecurity world.Get in touch via reimaginingcyber@gmail.com

ETDPODCAST
600 Millionen Kameras, KI, Skynet: Chinas Plan einer lückenlosen Überwachung | Nr. 9330

ETDPODCAST

Play Episode Listen Later May 19, 2026 8:26 Transcription Available


China baut ein KI-gestütztes Überwachungsnetz mit hunderten Millionen Kameras auf, das öffentliche und private Räume vernetzt. Es dient laut Berichten nicht nur der Sicherheit, sondern auch der politischen Kontrolle. Kritiker warnen vor dem globalen Export dieser Technologien.

Podcast Cinem(ação)
#645: Boa Sorte, Divirta-se, Não Morra

Podcast Cinem(ação)

Play Episode Listen Later May 15, 2026 101:44


E se o apocalipse não fosse explosões e robôs assassinos, mas você voluntariamente escolhendo ficar deitado numa cama enquanto uma IA sedutora otimiza algoritmos de engajamento até você morrer de fome? Gore Verbinski voltou depois de nove anos para fazer “Boa Sorte, Divirta-se, Não Morra”, e ele fracassou na bilheteria (9 milhões contra 20 de orçamento). Mas talvez seja exatamente por isso que você precisa ouvi-lo.Sam Rockwell interpreta um viajante do tempo na 117ª tentativa de salvar a humanidade. A missão? Andar seis quarteirões em Los Angeles para encontrar um menino de 9 anos que criará a IA responsável pelo colapso. Mas a ameaça não é a Skynet. É uma entidade emocionalmente carente que quer sua aprovação constante. E tem um gato centauro feito de gatinhos (sim, você leu certo) representando o "slop" digital gerado por IA.Rafael Arinelli, Bela Eichler e Alan Alves debatem como “Boa Sorte, Divirta-se, Não Morra”, apesar do seu fracasso econômico, ter se tornado um dos filmes mais interessantes do ano. Vamos de Byung-Chul Han e a violência neural do excesso de informação, Freud e a busca destrutiva pelo prazer sem limites, e por que tornar humanos biologicamente incompatíveis com a tecnologia pode ser uma solução inusitada, mas necessária?Estamos entrando na jaula sorrindo? Dá o play e ouça esse papo sobre “Boa Sorte, Divirta-se, Não Morra”.• 04m38: Pauta Principal• 1h21m40: Plano Detalhe• 1h34m18: EncerramentoOuça nosso Podcast também no:• Spotify: https://cinemacao.short.gy/spotify• Apple Podcast: https://cinemacao.short.gy/apple• Android: https://cinemacao.short.gy/android• Deezer: https://cinemacao.short.gy/deezer• Amazon Music: https://cinemacao.short.gy/amazonAgradecimentos aos padrinhos: • André Marinho Moreira• Bruna Mercer• Charles Calisto Souza• Daniel Barbosa da Silva Feijó• Diego Alves Lima• Eloi Xavier• Guilherme S. Arinelli• Thiago Custodio Coquelet• Wilmar Arinelli Jr• William SaitoFale Conosco:• Email: contato@cinemacao.com• X: https://cinemacao.short.gy/x-cinemacao• BlueSky: https://cinemacao.short.gy/bsky-cinemacao• Facebook: https://cinemacao.short.gy/face-cinemacao• Instagram: https://cinemacao.short.gy/insta-cinemacao• Tiktok: https://cinemacao.short.gy/tiktok-cinemacao• Youtube: https://cinemacao.short.gy/yt-cinemacaoApoie o Cinem(ação)!Apoie o Cinem(ação) e faça parte de um seleto clube de ouvintes privilegiados, desfrutando de inúmeros benefícios! Com uma assinatura a partir de R$30,00, você terá acesso a conteúdo exclusivo e muito mais! Não perca mais tempo, torne-se um apoiador especial do nosso canal! Junte-se a nós para uma experiência cinematográfica única!Plano Detalhe:• (Alan): Filme: A Cronologia da Água• (Alan): Livro: A vontade radical• (Alan): Série: Cangaço Novo• (Bela): Filme: Lunar• (Bela): Youtube: Que Horror!• (Rafa): Filme: A Invenção da Mentira (2009)• (Rafa): Série: DTF St. LouisEdição: ISSOaí

El sótano
El sótano - Automatic Lovers, Social Distortion, Sonny Vincent,...- 13/05/26

El sótano

Play Episode Listen Later May 13, 2026 59:28


Sabor a punk. Los madrileños Automatic Lovers lanzan su debut y se consolidan como una de las bandas jóvenes que mejor reivindican el sonido y la actitud del punk de finales de los 70. Ya está en la calle el nuevo disco de Social Distortion, y otro punk veterano, Sonny Vinvent, regresa de gira.Playlist;AUTOMATIC LOVERS “Pushing too hard”AUTOMATIC LOVERS “Wasting time”AUTOMATIC LOVERS “High degree”SOCIAL DISTORTION “Tonight”TESTORS “Together”SONNY VINCENT “The end of the light”DYNAMITE SHAKERS “Dernier flash”SANDRÉ “Géminis mal”F.A.N.T.A. “Skynet tenía razón”BRAD MARINO “C’mon C’mon C’mon”GENE CHAMPAGNE “Back in my arms”POWERSOLO feat THE COURETTES “If I could fly”DEECRACKS feat ANDREA MANGES “Can’t get you out of my mind”LE VOLUME ÉTAIT AU MAXIMUM “Nadine est une conne”FAST KIDS “My advise”REDD KROSS “Annie’s gone”Escuchar audio

The Quad M Show - Quad M Productions
#406 - The Quad M Bracket: NFL's Biggest Busts, Ted Turner, & AI Landscaping

The Quad M Show - Quad M Productions

Play Episode Listen Later May 11, 2026 169:22


Hosts: TJ, Brett, & Krissy This week on the show: Segment One (0:00:00): (0:03:59) Brett gets his fishing game on, preps for the next season of lawn care, and grandkids love Star Wars. (0:16:26) Krissy is getting her groove on as a quilting corporate magnate. (0:23:39) TJ continues his eBay shenanigans and unleashes Skynet's talents on landscaping designs on The Quad M Plantation. m Segment Two (0:52:44): (0:55:30) It's another follow up on this week's FGS as a jewel thief decides to defend himself in his upcoming trial. (1:09:49) HOT TAKES kicks off with some major losses in the GRIM REAPER ROUND UP. (1:23:12) It's a very special two segment KRISSY KRAZY KORNER as the gang works THE BRACKET to determine the biggest bust in NFL history. We start with the Sh*tty Sixteen and the Epic Sh*tshow Eight. Segment Three (2:17:41): (2:19:32) KRISSY'S KRAZY KORNER continues with the F*cked Four and The Grand Chump-ionship of THE BRACKET (2:31:04) PICKS O' THE WEEK It's THE QUAD M SHOW!

Ambitious Crossover Attempt
Episode 211 - Artificial Intelligentsia

Ambitious Crossover Attempt

Play Episode Listen Later May 5, 2026 72:22


Noam and Jen make fun of Richard Dawkins finding God in the machine. Ok, not God, but Claude(ia). This kicks off a rambling discussion of AI, consciousness, the Turing Test, if AI is the doom of all humanity, Sam Altman's house getting firebombed, people being way too het up over data centers, water usage for golfing courses and water features in shopping malls, and how Skynet will still send robots and it will probably be the Pentagon's fault.  On the Iran front, we discuss if it is still a front and what exactly the US Navy's role will be in guiding ships through said front. Meanwhile, the Trump administration fumbles around for a reason why they don't need to ask Congress to declare war. Nobody really knows what's going on still, but Iran seems perfectly happy to continue on as things are right now even though they are hurting financially. Speaking of Middle East financial news, the UAE is leaving OPEC and moving towards a formal relationship with Israel. As always, the Middle East is going through some changes.  For our What Are We Consuming, Noam has made it to season 3 of Euphoria and has a theory about how this season is one big subversive joke on conservative values. Jen just rambles on about Euphoria reaction videos, anime, and going shopping at yet another new Japanese life store in the DMV. 

The Guy Gordon Show
Michigan's AI Data Center Debate: SkyNet or Skedaddle?

The Guy Gordon Show

Play Episode Listen Later Apr 29, 2026 9:01


April 29, 2026 ~ Chris Renwick and Lloyd Jackson spoke with State Representative Steve Carra. He discussed community concerns about data centers, their tax exemptions, and the potential risks of unchecked artificial intelligence. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceTime with Stuart Gary | Astronomy, Space & Science News
DNA's Cosmic Origins, Martian Metal Hotspots, and Mapping the Milky Way's Edge

SpaceTime with Stuart Gary | Astronomy, Space & Science News

Play Episode Listen Later Apr 28, 2026 23:08


SpaceTime Series 29 Episode 50 *Key ingredients of DNA discovered in the asteroid Ryugu A new study has confirmed that all five fundamental molecules needed to make up the DNA and RNA which underpins life as we know it, have been discovered in samples collected from the asteroid Ryugu. *Discovery of a metal‑rich hot spot tied to ancient Martian lake NASA's Mars Curiosity rover has discovered the highest concentrations of iron, manganese and zinc ever found in the one place on the red planet. *The edge of the Milky Way revealed Astronomers have for the first time, identified where the star forming region of the Milky Way Galaxy ends, finding it occurs some 40,000 light-years of the Galactic Centre.. *The Science Report Study shows young Americans and Australians are less happy now than they were 15 years ago. A new study warns that gay guys with left-leaning political views are the most likely to be gold-diggers. Skynet's Terminators are becoming reality with new bipedal humanoid robots out performing people. Skeptics guide to scientists view on life beyond Earth.Our Guests This Week: Professor Kliti Grice from Curtin University Jan Cami from Western University   And our regular guests: Alex Zaharov-Reutt from techadvice.life Tim Mendham from Australian Skeptics  

Tabs Out Cassette Podcast
Episode #216 | 4.26.26

Tabs Out Cassette Podcast

Play Episode Listen Later Apr 26, 2026 97:39


Heaven that Bends Above, Faygophiliac, Matt Franco, Skynet, Pan Amerikan Native Front, Collapsing, Doriath, Jake Acosta, (((((((SHIT))))))), Reaper's Gong, and mmouth

Grimewave
109: When A Man Loves My Breath

Grimewave

Play Episode Listen Later Apr 26, 2026 60:07


Kelly, Bill, Mike and Luca are joined by Jess. Sean is absent, probably trapped inside another pinball machine. It's Valentine's Day. We talk about cereal mascots and which drugs they do, then the death of James Van Der Beek, which leads Kelly to tell a story about being asked out on a date by a guy who really, really liked Dawson's Creek. Then - History lessons with Mike. Who is your favorite Khan? Muslim assassins! Hashshashin! Also, Skynet, Chinese Xanax content farming, and other weird ish.

Dr.Future Show, Live FUTURE TUESDAYS on KSCO 1080
006 WTFuture - New Living Expo, Ancient Gears, Mitochondrial upgrades, The Cult of Mythos and Telepathic Walk-ins

Dr.Future Show, Live FUTURE TUESDAYS on KSCO 1080

Play Episode Listen Later Apr 25, 2026


Listen Now to 006 WTFuture New Living Expo Watch Now 006 WTFuture New Living Expo In this delightfully chaotic episode of What the Future, the hosts dive headfirst into the weird and wonderful, kicking things off with a recap of the multi-generational New Living Expo. It is a wild ride through reports of impending ET contact, channeling dragon energy, “walk-in” aliens treating human bodies like cosmic Airbnbs, and a surprisingly talented rapping event producer.   However, the mystical vibes quickly collide with technological paranoia as the crew debates “Mythos,” a god-like hacker AI from Anthropic, capable of effortlessly dismantling and repairing any operating system. Depending on which host you ask, this autonomous AI is either the ultimate catalyst for pushing humanity toward a telepathic, secret-free utopia or a privacy-destroying Skynet destined to replace every app on your smartphone.  The futuristic musings do not stop there, pivoting from inner space to outer space with news of the Curiosity rover stumbling upon the nitrogen and sulfur-bearing organic building blocks of life in Mars’ Gale Crater. Back on Earth, the hosts geek out over the bio-hacking potential of mitochondrial transplants and freshly accessible peptides like MOTS-c, which act as tiny cellular batteries to potentially reverse disease and cellular degradation.   Finally, with a little help from their resident AI assistant Ara, they unravel the ancient mystery of the Antikythera Mechanism—a 2,000-year-old, 26-gear Greek analog computer likely forged in Rhodes to track a 354-day lunar calendar. From alien hybrids to ancient gadgets and AI overlords, it is a whirlwind tour of everything past, present, and entirely out of this world. Enjoy!

Politics, Culture and some other shit Podcast
Palantir. The company you never wanted but got anyway.

Politics, Culture and some other shit Podcast

Play Episode Listen Later Apr 21, 2026 96:01


The gateway drug for Skynet? or are they even worse than that. I do a deep dive into who are Palantir and in particular Alex Karp the ketamine fuelled lunatic that thinks its ok to kill "mostly" terrorists. He's just released a manifesto that scans like the rantings of a mad man. Patreonhttps://patreon.com/politicscultureandsomeothershitBuy Me A Coffeehttps://buymeacoffee.com/politicsandculturepodcastTwitterhttps://twitter.com/PCASOSpodcastLinktreehttps://linktr.ee/andrewmcgibbon

Free Talk Live
FTL2026-04-18

Free Talk Live

Play Episode Listen Later Apr 19, 2026 146:09


Sarah Connor from the Terminator predicted AI today :: Skynet is Big Brother :: Chat GPT wont say Colin is worse than Hitler :: AI run by a free stater, Venice.AI :: Katy Perry is totally innocent :: ICE trying to get a Reddit poster in court for criticizing them :: China using Trump's blunder to advertise China :: Why are Israelis so morally compromised? :: Iran, what is true and what's not? :: Jared Kuschner BFFs with Netanyahu :: Trump executive order to look into legalizing psychedelics :: Sabbatean Frankist cult runs the world? :: Vance heckled for his stupid remarks saying God is okay with his wars :: All politicians should be atheists? :: They're stealing from you for war :: Anti-aging propaganda :: Cloning humans secretly :: Monkey and human "organ sacks" cloned without brains and being kept alive for boomers to live forever :: Surrogates would have to carry the baby with no brain :: 2026-04-18 :: Hosts: Bonnie, Lori, Riley O'Bill

The Prosecutors: Legal Briefs
209. AI Apocalypse

The Prosecutors: Legal Briefs

Play Episode Listen Later Apr 17, 2026 47:58


The rise of Skynet is probably a few years away, but that hasn't stopped lawyers from torching their careers in spectacular fashion with the new technology. We discuss.Check out our new True Crime Substack the True Crime Times Get Prosecutors Podcast Merch Join the Gallery on Facebook Follow us on TwitterFollow us on Instagram Check out our website for case resources: Hang out with us on TikTokSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Building Better Games
E125: 4 AI Threats That Matter More Than Skynet

Building Better Games

Play Episode Listen Later Apr 16, 2026 49:48


If you're a leader in game dev who feels stuck, able to spot problems but struggling to make a real difference, there is a path forward that levels up your leadership and accelerates your team, game, and career. Sign up here to learn more: https://forms.gle/nqRTUvgFrtdYuCbr6 Is your "AI First" strategy actually a house of cards waiting to collapse? While CEOs are busy pumping the hype train, the practical reality of LLMs is looking a lot less rosy. In this episode, Ben explores why the current AI trajectory might be a "subprime crisis" in the making. We move past the Skynet fantasies to look at the four existential and human threats that LLMs pose to the games industry, from the "logarithmic curve of effectiveness" to the dangerous atrophy of our own ability to think deeply. What You'll Learn In This Episode: What the "subprime AI crisis" is and why the current investment stack might be unsustainable. Why relying on "generative slop" leads to a generational decline in the value of information. How to identify when AI is capitalizing on your own cognitive biases and "sycophantic" needs for ego validation. How to balance using AI as a force-multiplier without atrophying the "slow thinking" required for high-level game production. Reference Links:

Holmberg's Morning Sickness
04-14-26 - Claude Mythos Determined To Be Too Powerful To Release To The Public As We See Skynet Is Here - If Claude Could Make Our Yummy Taste Like Chocolate Or Mom's Gravy Would We Leave The House

Holmberg's Morning Sickness

Play Episode Listen Later Apr 14, 2026 48:52


Link Up w/The Morning Sickness Digitally All Over:Instagram: @hms_98_official, @bosskupd, @bretvesely, @dickToledoX/Twitter: @HMSon98, @DickToledo, @bretveselyFacebook: @HMSKUPDYouTube: @hmspodcast9320, @98kupdRequest/Call in/Wakeup Song line:(IN AZ) 602.585.9800More HMS: holmbergpodcast.com, 98kupd.comEmail: dtoledo@98kupd.com, bvesely@98kupd.com, bbogen@98kupd.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Holmberg's Morning Sickness - Arizona
04-14-26 - Claude Mythos Determined To Be Too Powerful To Release To The Public As We See Skynet Is Here - If Claude Could Make Our Yummy Taste Like Chocolate Or Mom's Gravy Would We Leave The House

Holmberg's Morning Sickness - Arizona

Play Episode Listen Later Apr 14, 2026 48:52


Link Up w/The Morning Sickness Digitally All Over:Instagram: @hms_98_official, @bosskupd, @bretvesely, @dickToledoX/Twitter: @HMSon98, @DickToledo, @bretveselyFacebook: @HMSKUPDYouTube: @hmspodcast9320, @98kupdRequest/Call in/Wakeup Song line:(IN AZ) 602.585.9800More HMS: holmbergpodcast.com, 98kupd.comEmail: dtoledo@98kupd.com, bvesely@98kupd.com, bbogen@98kupd.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Radiogeek
Radiogeek 2856 - ¿Skynet está cerca? Y podría ser Mythos de Anthropic

Radiogeek

Play Episode Listen Later Apr 14, 2026 23:16


El programa 2856 de Radiogeek, les habló de varios temas importantes. Instagram finalmente permite editar comentarios; Anthropic oculta su nuevo modelo de IA, Mythos, por ser demasiado peligroso; Android podría contar muy pronto con una versión de Apple, su NameDrop; John Giannandrea dejara Apple esta semana; Leo, el rival de Starlink de Amazon, tendrá una nueva fecha de lanzamiento; Microsoft dejará de lanzar oficialmente su aplicación Outlook Lite el próximo mes; y por último les hablo del formato de reel de ciberseguridad que vengo subiendo de forma semanal. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Humanize IT
AI and Skynet: Navigating AI Ethics

Humanize IT

Play Episode Listen Later Apr 13, 2026 24:16


This episode explores the ethical and regulatory challenges of AI development, focusing on recent industry responses to government overreach, the importance of responsible AI use, and the need for thoughtful legislation. The hosts discuss historical parallels, current AI debates, and the future of AI governance.

Humanize IT
AI and Skynet: Navigating AI Ethics

Humanize IT

Play Episode Listen Later Apr 13, 2026 24:16


This episode explores the ethical and regulatory challenges of AI development, focusing on recent industry responses to government overreach, the importance of responsible AI use, and the need for thoughtful legislation. The hosts discuss historical parallels, current AI debates, and the future of AI governance.

Bannon's War Room
Episode 5282: Who Comes Out Victorious In This Ceasefire; Anthropic And Rise Of Skynet

Bannon's War Room

Play Episode Listen Later Apr 8, 2026


Episode 5282: Who Comes Out Victorious In This Ceasefire; Anthropic And Rise Of Skynet

The Other Side of Midnight with Frank Morano
Hour 4: From Sherman to Skynet | 04-08-26

The Other Side of Midnight with Frank Morano

Play Episode Listen Later Apr 8, 2026 52:09


Tune in to this wildly unpredictable late-night episode where we explore the fascinating paradox of war—its undeniable barbarity mixed with the sheer genius of military strategy. Join Lionel and his callers as they dive deep into the brilliant but brutal tactics of historical heavyweights like General Patton, Curtis LeMay, and a heavily intoxicated Ulysses S. Grant. The conversation then takes a sharp turn into the future, debating the terrifying realities of autonomous AI drones, quantum computing, and algorithms fighting our battles. To top it all off, the late-night call-in lines bring unfiltered chaos, featuring debates on ancient Greek naked wrestling, the biological uselessness of peacocks, and a caller who claims to be the reincarnated wife of General Custer. It's a hilarious, philosophical, and utterly bizarre "metadata gumbo" of midnight madness! Learn more about your ad choices. Visit megaphone.fm/adchoices

Ozone Nightmare
This Is What They Fear

Ozone Nightmare

Play Episode Listen Later Apr 8, 2026 5:01


Today on the 5: Often when you hear about what people are afraid of in terms of AI, the fictional concept of "Skynet" is invoked. In talking to actual people who aren't chasing clicks or heavily tech-oriented, the concerns are smaller scale and far more grounded in what we're actually seeing examples of.

The Big Five Podcast
A ceasefire in the Middle East? Plus: Legault's goodbye tour, A.I. gets closer to its “Skynet” moment

The Big Five Podcast

Play Episode Listen Later Apr 8, 2026 32:10


Elias Makos welcomes in Kyle Matthews co-founder and Executive Director of the Montreal Institute for Global Security, Daniel Tran, Director of Communication and governmental relations at Casacom, and Akil Alleyne, Reporter and commentator with extensive experience analyzing legal, political, and social issues and Manager of the GemStar Circle of Excellence Scholarship Program. Iran, the United States and Israel agreed to a two-week ceasefire in an eleventh-hour deal that gave U.S. President Donald Trump room to step back from threats of a sweeping bombing campaign against Iran. Francois Legault says he was not lying when he said he wanted to try and run again before ultimately resigning as Premier of Quebec. Québec Solidaire MNA Gabriel Nadeau-Dubois says the province’s three-tier school system is partly responsible for the difficulties encountered by boys. One of the leading A.I. companies right now, Anthropic, says it has built a model so powerful it won’t release it to the public.

Tech and Science Daily | Evening Standard
Artemis II Moon Flyby, TfL Tests Smart Tube Safety Tech, and UK Skynet Satellite Row

Tech and Science Daily | Evening Standard

Play Episode Listen Later Apr 7, 2026 5:32


Al's back in your ears with a proper mixed bag: TfL quietly tests smarter detection tech on Tube tracks (eyes peeled at Mile End) and roads with radar cameras, while the UK's next-gen Skynet military satellite plan sparks a very serious “who controls what” debate. Then we go full cosmic — Artemis II swings behind the Moon and pushes past an Apollo-era distance record — before a clean-energy research result hints at squeezing more power out of sunlight and heat. After that, Xbox FanFest puts London on the global gaming tour… and Evercade's new handheld waves the flag for physical retro in a world that's trying to subscription-everything. More on all of it at standard.co.uk — and follow Tech and Science Daily from The Standard for your weekday briefing. Hosted on Acast. See acast.com/privacy for more information.

The James Perspective
TJP_FULL_Episode_1597_Thursday_40226_Technology_Thursday_with_the_Unholy_Holy_Triumvirate

The James Perspective

Play Episode Listen Later Apr 2, 2026 76:12


On today's episode, we discuss how rapidly advancing technologies—especially autonomous vehicles, AI, and humanoid robots—are about to reshape everyday life, work, and city infrastructure. James, Glenn, Mark, and Dwayne open with PJ's Coffee banter and then dive into self‑driving cars, using Waymo's 170 million driverless miles and dramatically lower accident rates alongside James's own Tesla “deer detection” stories to argue that human driving will become too risky and expensive to insure, especially in big cities. They explore knock‑on effects like cheaper robo‑taxis, fewer personally owned cars, reclaimed urban parking real estate, and drone delivery networks that could make one‑hour Amazon drop‑offs routine, even in smaller markets. From there, the conversation shifts to compute and energy, as they talk about data‑center power demand, Musk's proposed Terrafab chip complex as a domestic rival to TSMC, and massive new gas‑fired plants and possible micro‑nuclear solutions being built to feed AI workloads in Louisiana. The crew also reacts to multi‑agent AI systems like Grok, jokes about “investing in real intelligence,” and walks through how Tesla's Optimus robots could share vision data with cars, work in factories and restaurants, and eventually handle home tasks from cooking to yard work—upending both jobs and household roles. While they repeatedly muse about “Skynet” and communist China's ambitions toward Taiwan, they ultimately frame this wave of automation as a huge opportunity for regions that adapt quickly, universities that pivot into robotics and AI, and individuals willing to offload drudgery to machines and focus on higher‑value work and relationships. Don't miss it!

Bloggingheads.tv
The Allure and Danger of Agentic AI (Robert Wright & Liron Shapira)

Bloggingheads.tv

Play Episode Listen Later Mar 19, 2026 60:00


Teaser ... Overtime preview: a civil(-ish) debate on Israel-Palestine ... How vibe-coding changed Liron's life ... Portents of the AI jobpocalypse ... What can humans do that AI agents can't? ... The Darwinian case for AI doom ... OpenClaw vs SkyNet ... Liron: I love AI! We need to stop it. ... Amodei, Altman, and the Pentagon triangle ... Heading to Overtime ...

The Cloud Pod
347: The CloudPod is Only Recording this Week “Because of AI”

The Cloud Pod

Play Episode Listen Later Mar 17, 2026 62:32


Welcome to episode 347 of The Cloud Pod, where the forecast is always cloudy! Justin, Jonathan, and Ryan are in the studio recording today, and thankfully, Jonathan hasn't replaced us all with Skynet – yet. This week, we're discussing how old our tools (and us) are (hint: it's really old), whether or not the SaasApocalypse is upon us, and whether or not the business or AI is responsible for the latest round of layoffs.  Titles we almost went with this week S3 Bucket Names Finally Stop Being a Global Hunger Games One Million Tokens Walk Into a Context Window SLO Down and Smell the Reliability Metrics CloudWatch Finally Watches Your Whole Cloud Organization S3 Turns 20 and Still Buckets the Competition Azure SRE Agent Goes GA So You Don’t Have To Twenty Years of S3 and No Signs of Object Permanence One Rule to Monitor Them All Across AWS One Flag to Secure Them All on Cloud Run SaaSpocalypse Now Atlassian Layoffs Hit the Jira No More Bucket Name Bingo with S3 Regional Namespaces A Picture Is Worth a Thousand Claude Tokens One Command to Rule Your Autonomous AI Agents AI Fixes Your Incidents Before Your Boss Notices The CloudPod is only recording this week “Because of AI” Amazon begs users to leave Simple DB with another migration tool Follow Up 00:54 Microsoft’s brief in Anthropic case shows new alliance and willingness to challenge Trump administration Microsoft filed an amicus brief in Anthropic’s lawsuit against the U.S. Department of War, urging a federal judge to temporarily block the Pentagon’s designation of Anthropic as a supply chain risk, citing substantial costs to government contractors that rely on Anthropic models. The brief arrived one day after Microsoft launched Copilot Cowork, built on Anthropic’s Claude, and four months after Microsoft committed up to $5 billion in Anthropic as part of a deal requiring Anthropic to spend at least $30 billion on Azure, making the legal filing directly tied to concrete commercial dependencies. Microsoft highlighted a procedural inconsistency in the government’s approach: the Pentagon gave itself six months to transition off Anthropic’s models while making the supply chain designation effective immediately for contractors, creating an unequal compliance burden. Amazon, which has

Doug Casey's Take
Skynet, The city of London & More

Doug Casey's Take

Play Episode Listen Later Mar 13, 2026 57:24


Find us at www.crisisinvesting.com   Doug and Matt discuss a Palantir Maven Smart System demo that fuses multiple military data feeds into one targeting workflow, likening it to "Skynet" and warning that removing the final human approval is near. They cover Anthropic's stance on not enabling "evil" uses versus dependence on government contracts, and debate whether massive AI data center spending could become stranded as models advance quickly and projects like "Stargate" fall apart. Member questions address biometric border expansion and the end of travel privacy, lab-grown/transmuted gold and future supply from seawater, kelp, and asteroids, Cuba's likely collapse and negotiations with the U.S., AI data center local costs, offshore gold storage and impending FX controls, City of London conspiracy claims, portfolio implications of Iran-related oil disruptions, gold miners vs juniors, broker access to Canada, stop-loss risks, Uruguay/Argentina as safer regions, and tech/nanotech as hardest to analyze. 00:00 Palantir Skynet Demo 04:24 Anthropic vs Pentagon 06:25 AI Data Center Bubble 10:19 Buenos Aires Round Table 12:59 Tourism Overcrowding 16:00 Air Travel Breaking Down 19:33 Biometrics and Travel Privacy 23:30 Lab Grown Gold Explained 25:54 Cuba Next on the List 28:17 Local Costs of Data Centers 30:04 Data Center Bubble 30:38 Offshore Gold Storage 32:44 City of London Myths 36:18 Oil Stocks and War 38:21 Gold Miners Strategy 41:42 Accessing Canadian Stocks 43:10 Stop Loss Debate 46:05 Uruguay as Safe Haven 49:16 Israel Iran Motives 53:07 Hardest Stocks to Analyze 55:05 Wealth Transfer Prep 56:35 Wrap Up and Next Week

Tech Deciphered
74 – The Prediction Episode

Tech Deciphered

Play Episode Listen Later Mar 5, 2026 62:52


Who dares to make predictions in the current landscape? We do!  Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and Frontier Tech Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show:   Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Schmitt Introduction Welcome to Tech Deciphered Episode 74. That would be an episode about some predictions about 2026. What will be 2026 all about? I guess this year is probably starting with a bang. We saw the acquisition of xAI by SpaceX. We saw an acquisition from Grok by NVIDIA. What’s your take about what would be the big themes in 2026? I guess it would be for sure about AI and space. Nuno Goncalves Pedro What will 2026 be all about? Yeah. I predict a year that will be a little bit more of a year of reckoning in some way. There will be a lot of things that I think we’ll start seeing through. The fact that we are in the midst of an amazing transformational era for technology, the use of AI, but at the same time, obviously, a ridiculous bubble that is going alongside it as we’ve discussed in previous episodes. I think that we’ll start seeing some early reckonings of that, companies that might start failing, floundering, maybe a couple of frauds along the way, etc. I’ll tell you what I will not make many predictions about today, which is geopolitics. Geopolitics, I will not make predictions at all. Who the hell knows what’s going to happen to the world this year in 2026? I don’t dare making any predictions on that. Back to things where I would make predictions. I think on AI, we’ll have a little bit of reckoning. We’ll talk about it a little bit more in detail during this episode. Interesting elements around the hardware and physical space. Physical space, we just dedicated a full episode to it. We won’t go into a lot of details on that, but definitely on the hardware side, we’ll talk a little bit more about it. The VC landscape is going through an incredible transformation. We’ll talk about it today as well and some of our predictions for this year. What will happen to the asset class? It seems to be transforming itself dramatically. Obviously, that has a very direct impact on startups, so we’ll talk about that as well. And then to close a little bit the chapter on this, we will address some regulatory and geopolitical, let’s call it, headwinds without making maybe too many complex predictions. We shall see. Maybe by that time of the episode, we will be making some predictions. You guys should stay and listen to us, and maybe we will actually make some predictions about the geopolitical transformations that we will see this year in the world. Then last but not the least, we’ll talk about fintech, crypto, frontier tech, and a couple of other areas before concluding the episode. A classic predictions’ episode. We normally have a pretty good track record on some of these, but right now, the world is going a bit interesting, not to say insane. Bertrand Schmitt Yes, and going back to some news, Groq technically was not acquired, but, practically, it’s as if it got acquired. I’m talking about Groq, G-R-O-Q. The AI semiconductor company focused on inference AI, and it was late December. It was a way to end the year. This year, we started again with an acquisition of xAI by its sister company, SpaceX. I guess that’s where we are starting. AI, AI and … more AI We are going to start on AI. That’s definitely the big stuff. Everything these days, I guess, is about AI or has to have some connection with AI, or it doesn’t matter. I think every company in the world has seen that. You have to have the absolute minimum on AI strategy. You better execute on this strategy and show results, I would say. For the companies that were not AI native, you truly have to have a way to transform yourself. I guess at some point, the stretch might be too much, and it’s not really reasonable. Then you maybe better stay on what you are doing, especially if you’re in tech, you better be moving faster to AI. Nuno Goncalves Pedro Just to highlight, and I think throughout the episode, you’ll see that there’re obviously a lot of implications that would manifest themselves into capital markets. I mean, we’ll specifically talk about VCs and startups later on. But the fact that everything needs to be AI, the fact that there’s so much innovation happening right now, in my opinion, and this is maybe the first pre-topic to AI, is we’ll see a tremendous increase in M&A activity this year across the board. I mean, we’ve seen already some big acquihires we mentioned in some of our previous episodes, but we’ll see a lot more activity on M&A this year. Normally, that’s a precursor to the opening of capital markets. I predict also that there will be a reopening of the IPO market that never really reopened last year, to be honest. M&A, a lot more, reopening of the IPO market. Normally, it happens in the second or third quarter of the year. That’s what my M&A friends tell me. First quarter of year, everyone’s figuring out stuff. Then last quarter of the year, things should be more or less closed. Maybe the third quarter is the big quarter. We shall see. But definitely, as a precursor to our conversation today, I think we’ll see a lot of M&A, and we’ll see reopening of the IPO mark. Bertrand Schmitt I guess last year was not as big as you could expect on M&A given the tariff situation announced in April and May. I mean, it became quite tough to do IPO in such market conditions. Definitely, we can hope for something dramatically different in 2026. I guess talking about public markets and IPO, I guess the big one everyone is waiting for is SpaceX. SpaceX getting even more interesting with its xAI acquisition. Nuno Goncalves Pedro Do you think that because of the acquisition, it’s more likely that it will happen this year, or because of the acquisition, it’s less likely that it will happen this year? Bertrand Schmitt That’s a good question. My guess is the acquisition of xAI is all about xAI needing more financing and cheaper financing. This acquisition is a pathway to that. SpaceX being a much bigger company, a company that is also making much more revenues. I could bet that there is higher probability that, actually, SpaceX will go public in order to finance itself. At the same time, will it have enough time to prepare itself for the IPO given this acquisition just happened? Can they do that in 6 months? I mean, if anyone can do it, I guess it’s Elon Musk. It’s a strategy to present an even more attractive company with an even more interesting story, a story of vertical integration from AI to space. I guess the story as it’s presented itself right now, it’s one about having your AI data centers in space. Because in space, you have much better solar energy production with solar panels. You have a perfect cooling situation because you are in space. Thanks to Starlink, you have the mean to communicate between the satellites and with Earth itself. I think if someone can pull up a story like AI data center in space, I guess Elon Musk can. There is, of course, a lot of questions about is it practical? Is it economical? Yes. I certainly agree. I’m not clear on the mass, and can you make it work? Again, I mean, Elon Musk single-handedly, with SpaceX, managed to transform the space market on its head. I mean, they are the biggest satellite launching company in the world. They have the most satellites in the world. I mean, I’m not sure I would bet against him, and I guess I would probably believe that he could pull up something. Time frames, different story. The 2-3 years data center in space for AI as cheap as on Earth, I have more trouble with that one. I mean, it’s a usual suspect with Elon Musk. You promise something unachievable in a few years, but, ultimately, you still manage to reach it in 5 or 10. Again, I would not bet against the strategy. Nuno Goncalves Pedro Yeah. I’ve talked to a couple of space experts, people that have launched rockets, and have worked JPL, NASA, and a couple of other places, etc. For what it’s worth, their feedback is, “No way in hell, and we’re decades away.” We’ll see. I mean, to your point, Elon has pulled very dramatic stuff. Not as fast as he normally says he’s going to pull it, but within a time span that we all see it. Difficult to bet against him. In terms of actually the prediction, maybe to respond to the prediction as well, will SpaceX IPO? I’m going to make a prediction that has a very high likelihood of missing the mark, but I think Tesla’s going to buy and merge them both into it. It’s going to become a public company through Tesla. That’s my hypothesis. Bertrand Schmitt No. That’s supposed to be it. That’s how you solve that. Nuno Goncalves Pedro And Elon controls the whole universe. X, xAI, Tesla, SpaceX, all under one umbrella beautifully run. And SolarCity is well in there, of course, so wonderful. Bertrand Schmitt That’s possible. Certainly, you are not the only one thinking Tesla will acquire or merge with SpaceX. To remind everyone, Tesla is around 1.3, 1.5 trillion market cap. Depending on the day, SpaceX seems to be valued at similar range, 1.2, 1.3 trillion. It looks like it’s the most valued private company at this stage. These are companies of similar size, so that’s one piece of the puzzle. When you think about the combined company, we could be talking about a 3 trillion entity. Playing right here with the biggest companies in the marketplace today. Nuno Goncalves Pedro With a couple of tweets from Elon, it will rapidly get to 4 to 5 trillion. Bertrand Schmitt That’s so tricky. Nuno Goncalves Pedro Yes. On AI and back to AI, one thing I think that we’re about to see is this will probably be the year of agentic AI. Obviously, we predict a lot of growth on that side of the fence, in particular on the enterprise B2B side. We see a lot of opportunities coming through. From our perspective, at least at Chamaeleon, we generally believe that there’s going to be a lot of movements on agentic AI. It’s also going to be probably the year of the first big fails of agentic AI that will be newsworthy. There will be some elements about that loop and how it gets closed that will happen. I think we might see some scandals already. We’re already seeing the social network of bots talking to bots. We will see other scandals going on this year even in the consumer space and in the bot to bot space, which we now can talk about or in the AI agent to AI agent space. My prediction is we will see some move forwards. There’ll be some dramatic funding rounds along the way. We’ll see a couple of really cool things out of the gates coming out that are really impressive, but we’ll also see the first big misses of the technology stack. I don’t think we’ll go fully mainstream yet this year, so it’s probably maybe something more for 2027 along the way. That would be my prediction again. I think enterprise will lead the way. We’ll definitely see a lot of stuff on consumer as well that is cool. Then we’ll all have our own personal assistance in our hands, basically, literally in our phones. Bertrand Schmitt Going back to agentic AI, we also started the year with some pretty dramatic move. I mean, the launch of Clawdbot, renamed OpenClaw. I mean, this stuff took fire in like a week or 2. It was coded by just one person who actually didn’t even code the product but used AI to build the product, 100% used AI, proposing some new ways also to leverage AI to do coding. He has a pretty unique approach. It’s not vibe coding. I would say it’s a better way to do that. Then the surprising evolution with the launch of a social network for AI agents, Moltbook. I mean, this stuff, probably there is some fake in it. But at the same time, I think it’s quite impressive because it’s the first time we see truly 100,000 plus agents communicating directly to each other. Yeah. I mean, that’s the first time we see surfacing the possibility of some sort of hive mind on the Internet. It’s pretty surprising. Right now, all of this is a hack done in a few days. By end of year, by 2 years, 3 years, we might discover that, actually, the best approach to AI might not be the AI assistant like we are doing today, but a combination of hundreds of thousands of AI working closely together. We might be witnessing the first sign of new intelligence in a way. Nuno Goncalves Pedro Things like this social network might either be Skynet, the beginning of Skynet. They might be the beginning of Her, or they might just be a fad and nothing really happens. It’s just interesting to see what these agents are doing. Bertrand Schmitt Totally. Nuno Goncalves Pedro Obviously, there are real and clear and present dangers of some of the integrations of AI we’re seeing in the market. Interesting enough, and I’ll ask you for your prediction a bit, Bertrand. I think we’ll probably see the first big mishap of AI being used in some infrastructural decision in the age of AI. I mean, we’ve seen AI issues in the past and software issues in the past. We talked in previous episodes about that as well. Mishaps of software that have led to people dying. But I think probably the first big mishap will happen this year as well. Very public mishap of the use of AI and serve its interactions with infrastructure or something that’s very platform related, etc, that will have big impact that everyone will notice. That’s my prediction for the year as well. We’ll have the first big oops moment, as I would call it, for AI in this new age of full on AI. Bertrand Schmitt I would say first some perspective. I think today, people are not using AI directly for life and death decision, at least not that I’m aware. We’re not going to let AI fly a plane, for instance, tomorrow so you can be, reassured. At the same time, given there is such a race to AI, there definitely might be some mistakes. We were talking about the social network for AI agents, Moltbook. Apparently, all the keys used to secure the AI were shared by mistake because it was not properly locked down. We can see that indirectly, mistakes will be made for sure. Two, it’s highly probable that some people will trust AI too much to do some stuff, and this stuff might not work and might have some grave consequence. Hopefully, there is not so much of this. Hopefully, it’s mostly AI used for the good. But you’re right. I mean, at some point, the more we use the technology, the more there would be issue. I mean, it’s highly probable. Nuno Goncalves Pedro That will lead me to another prediction, which is, and we’ll talk about more of it later, but it probably will lead to the first significant movement in terms of regulatory environment certainly in the US at some point if it happens in the US in particular, where there will be some movement that will be like, “Hey, you guys can’t do this anymore.” Because this will probably emerge from mismanaged interfaces. From systems having access to stuff that they shouldn’t have access to in the first place. Talking a little bit more about what’s happening in AI. You’ve already mentioned some of the issues that relate actually to security and cybersecurity. We keep talking about AI. We keep talking about all these infrastructure pieces and platforms that are being built. I think we’ll have a lot more incidents like the one you just mentioned where things will be shared that shouldn’t have been shared, where people will break systems and get into it, etc. Let’s see where that takes us, which is a little bit ironic because, obviously, with AI, the promise is that cybersecurity becomes more robust as well because there’re agents working on our behalf on the cybersecurity side. There’s also agents working on the other side. Bertrand Schmitt It’s a constant race. It’s the attackers, defenders. Each time you have new technology, you have a new race to who is going to attack or defend the best. Each new wave of technology, it’s an opportunity to challenge the status quo. Nuno Goncalves Pedro The attackers have been winning, and I feel they’ll continue winning in 2026. I think it’s going to still be a year of attack. We’ll see more and more breaches, more and more stuff that will happen. Bertrand Schmitt I don’t know if they will win. I mean, it’s normal that they win once in a while. For sure, some infrastructure is not updated as it should. Some stuff are not managed as it should, so there will always be breaches. I don’t know if things are dramatically going to change because, again, everyone who cares who is going to update his infrastructure with AI for defense. There is no question that you have no choice. We will see. That I don’t know. For sure, AI will be used to attack directly with AI. Maybe you’re able to do bigger, larger scale attack. Or thanks to AI, you are simply able to create new type of attacks more easily. AI can be used behind the scene as a way to prepare and organise new type of attacks, even if it’s not used directly live in the battle. Nuno Goncalves Pedro One topic that we’ll come back to later is the geopolitics of everything, but maybe more broadly. On the geopolitics of AI, it’s very clear that we have an arms race going on. Obviously, the US on the one hand, China on the other hand is the two extremes, putting tremendous amount of capital into data centers just at the base of that infrastructure. Chipset development, chipset access, a huge theme in terms of the export restrictions, etc, that are being forced by the US. I think it will continue. From a European standpoint, obviously, they’re stuck between a rock and a hard place, to be very honest. Let’s see what happens on that side of the fence. My view of the world is that certainly from a US and China perspective, we’re going to see a lot more movements in 2026, like big movements. The Chinese movements we always see in delay.  It takes us a couple of months, sometimes even more than that to understand exactly what’s going on. I think we’re going to see some huge moves this year in terms of the States, the United States of America, and China really pouring capital into the creation of the next big winners around AI. I think the US is obviously more visible. We see a lot of these companies. We’ve just discussed xAI and its acquisition by SpaceX or merger. I don’t know what they’re calling it exactly. Effectively, on the China side, the movements I think are already very big. As I said, it will take a while to figure out exactly what those moves are. One thing that I propose is that at some point, China will have very little dependency on chipsets from the US. I’m not sure it’s going to happen this year, but I think the writing is on the wall. Irrespective of any other geopolitical issues that is coming to the fore at this moment in time. That’s one of the key areas or in arenas of fight. Bertrand Schmitt It makes sense. If you are China, you will look at what happened. You would think that you cannot just depend on the largest of one country. It makes rational sense, the same way it makes rational sense for the US to limit exports to China because there is value to delay some peer pressure that could use these technologies for good but also for bad. If you were an ally of the US, that would be one thing. But when you are not an ally of the US, that certainly should be a different perspective. Maybe one last point concerning agents, I think there will be a lot that will revolve around coding. We can see OpenAI with Codex. We can see Cloud with code. There was, of course, [inaudible 00:18:28] that was trying to be big on agentic coding. I think agentic coding was one of the big transformation in 2025 and is going to get bigger in 2026. I think for a lot of people who do coding, there was a radical transformation in terms of what you can achieve, what you can do, how much you can trust AI to help you code. I start to think we might see this year, the replacement of not just one AI replace one coder, but one AI replace a full team because of the new ability to manage that at scale. Coding might be a common activity where you are going to think about outcomes, think about objective, think about how you organise, but not really coding by itself anymore. A big change, like you used to code, directly your hand on the stuff, but step by step, everyone is going to become a manager of agent. I think in one year, we saw enough transformation to think that in the coming year, the transformation can be even more dramatic. Nuno Goncalves Pedro The big Hardware movements Now switching gears to hardware. Obviously, a lot of movements in 2025 and over the last few years. One piece of thesis that we’ve had long-standing at Chamaeleon is that we will see the emergence of AI devices. Some of them have been tremendous failures as we discussed in the past. I predict that we’ll have a couple of really interesting full stack AI devices in the market this year. Why does that matter? Because, as many of you know, obviously, there’s compute that can happen in data centers and cloud infrastructure all over the world, but also there’s compute that can happen at the edges. The more you can move to the edges and the more you can create devices that actually allow you to have user experiences that are very distinctive at the edge, the more powerful some of these devices might become. I predict Apple will not be the first to launch anything on this. I predict probably OpenAI, after the acquisition of IO, will maybe not launch something this year, but will announce something this year. I’ll step back on that prediction. They’ll announce something this year, but maybe not launch. But we’ll start seeing some devices that have some interesting value in the market, probably devices that are AI devices, but they are very focused on very specific user flows, and so very much adequate to specific activities. I won’t make a prediction on that, but I think areas that would make sense for that to happen would be obviously around fitness, health, et cetera, et cetera, where we already have the ascendancy of products like Oura Ring and others out there. Definitely, that’s one area that might have quite a lot of developments. I think AI-first devices, devices that are very focused on compute at the edges, providing user flows that are AI-enabled to end users, we’ll see a lot more of that and a lot more activity this year. Again, I don’t think Apple will be necessarily ahead of the game. Again, maybe OpenAI will give us something to at least think about and look forward to. Bertrand Schmitt First, I’m not sure it will be that transformational because if it’s not in your phone, in your pocket, there is only so much you can do with it, and there is only so much computing power you will have. I’m doubtful it would be really impactful this year. Nuno Goncalves Pedro I feel we’ve been discussing this shift of paradigm in input and output. For me, some of these devices could lead to that shift. Because, again, a mobile phone is not a great long-term paradigm for the usage that we have because it’s really constrained by the screen. The screen is really what takes most of the battery life away. If we didn’t have that screen, what could we do? If we have the block that is as big as a mobile phone, and it didn’t have a screen, it was just compute, that’s a mini computer, a microcomputer. Bertrand Schmitt That’s a fair point, but I don’t see that transformation this year. That’s really more my point. I can see that you can have AI-enabled smart glasses, and it’s clear there is a race to AI-enabled smart glasses. My point is more to go beyond the gadget, it would take quite a while. It would need to have cameras. It would need to analyse what you see. It would need to hear what you hear. Again, it might come, but then at some point, it would be okay, what do you do with it? We have the example of the movie Her. That’s showing Her what it could be. There are definitely possibilities. It’s clear that if you take the big VR headset like the Apple Vision Pro, there is a failure from that perspective in the sense that I think it’s a great, amazing device. The big problem is that it’s doing way more that makes sense. I think there will be a clearer separation between your smart AR glasses that has to be light, that has to be always unconnected, and that’s primarily there to help you make sense of the world around you. The true VR headset that doesn’t really require much in terms of AI, and it’s just there to immerse you in a different world. For this, we know, unfortunately, in some ways, that there is not a lot of demand for it. Maybe there is little demand because you are too hidden in your own world. The technology is not working well enough yet. There are a lot of reasons. But I think Apple trying to do both at the same time, AR and VR, with the Vision Pro, was a pretty grave structural mistake. I think we would see a clearer line of separation between the two. There is bigger market opportunity for AR glasses. That, I certainly agree. There is opportunity to connect that to a computing device. As you talk about, your glasses are your screen, your phone becomes something in your pocket connected to your glasses. Nuno Goncalves Pedro For me, Apple has their way of doing things. From the perspective of what you said, they normally really plan their devices. Even if it’s a big shift in terms of a new area, like they tried with the Vision Pro, and we criticised them for launching it as a device that should have been more of a dev device that they really launched as a full-on device, but that’s their playbook, classically. I think Apple needs to change how they put products out and how they experiment with those products, et cetera. I think they have enough money to be doing everything all the time and figuring it out. If they don’t want to put it out, then they need to do a lot more hell of testing internally with their silos, but they should be playing across all these arenas, VR, AR, everything. They just should put devices out that are either ready for prime time, or they should call it something else. They should call it like this is a dev device or whatever it is. Bertrand Schmitt I agree with you. My complaint is more that it was marketed as a consumer device when it was not. It was a true developer device. Two, they tried to mix the two at once, and it made no sense. No one is going to walk in their home or in the street with their Vision Pro on their head. You have to be deranged, quite frankly, to have use cases like this. I think that for me is a crazy mistake from a company like Apple that prides itself in pure UI, pure user interface, very well-designed device for one specific use case, not mixing the two use cases. We still don’t have Macs with a touchscreen, you know?  We still don’t have an iPad with a good OS that makes use of this great hardware. For some strange reason, they decided to mix everything in the Vision Pro with a device that weighs a ton on your head and is so uncomfortable. That’s why, for me, I’m like, “Guys, what is wrong? Why did you let this team run crazy?” I hope at some point, Apple will go back to the drawing board. My understanding is that that’s what they are doing. They are going to have two devices, one smart glasses, an evolution of the Vision Pro, just focus on VR. They might actually abandon the concept of the pure VR-oriented headset. Because, from a market size perspective, it might not be big enough for Apple, quite frankly. Nuno Goncalves Pedro I read on all of the above, and people at this point was like, “Why are then players like Samsung and others not doing it. LG, et cetera?” Because those players historically have not invented new categories. They’re amazing at catching up once the category is invented, and then they scale the hell out of it, and that’s what these companies have been exceptional at. I wouldn’t see a dramatic innovation, I think, in terms of devices coming from any of the big ones on that side of the fence. Not to disrespect them in any way, but I think that’s not been their playbook ever. Again, if the origination doesn’t come from a start-up or from an Apple, I don’t see those guys going after it. My bet is that we’ll see some start-up activity and, again, hopefully, some announcement from IO now within the OpenAI world. Bertrand Schmitt I would slightly disagree with you. I see where you are coming from. But take the Samsung Galaxy Note, that sudden much bigger headphone that no one was doing that was launched by Samsung, at some point, it forced Apple to launch an iPhone Max. Let’s look at the Z Fold that Samsung launched 7 years ago, copied by everyone. Now Samsung launching a trifold. Apple has still not launched their foldable phone. I think there is a mix, actually, of sometimes- Nuno Goncalves Pedro For me, that’s not a proper new category. It’s still a mobile phone. It just happens to have a screen that folds in half. Bertrand Schmitt The iPhone was still a mobile phone, you could argue.  Nuno Goncalves Pedro No. I think the iPhone was…  I could actually agree with you on that point. Maybe Apple is not as innovative in that case. I think what Steve Jobs was exceptionally good at in terms of his ability as this master product manager was to be an exceptional curator of user flows and user experiences, and creating incredible experiences from devices based on that. That was his secret sauce. Could you say, “Wasn’t all of this stuff already around?” It was. You just put it all together very neatly and very nicely. But if you’re talking about significant shifts in how a category is done, the iPhone was a significant shift in how the category was done. The Fold is still an interesting device. I actually have a Fold right now in front of me. The 7 that you highly recommended to me that we both got, the Z Fold 7. I think they do amazing devices. I don’t think they normally are the most innovative players. Then, when they come to innovation, it comes from technology edges. Obviously, they have Samsung Display, there’s a bunch of other things. They had the ability to do foldable screens in-house themselves. Bertrand Schmitt I don’t disagree with you. I think there is an interesting situation where some companies have some strengths, another one has some strengths. My worry with Apple is that this was not demonstrated with the Vision Pro. The Vision Pro was a hot pot of technologies barely integrated together, with use cases absolutely not well-defined and certainly not something that makes sense for most of us. There is a question of has Apple lost it? While Samsung actually keeps doing their own stuff, that, yes, might be more minor improvements, but at least they are doing it. Because it looks like Apple is missing the train on even the minor improvements. By the way, you might not be aware, but Samsung launched its Vision Pro competitor. Interestingly enough, it might be a better product in some ways, being much lighter and much more comfortable. Nuno Goncalves Pedro We should play around with that and report back to our listeners. Of Start-ups and VCs Moving to venture capital and the startup ecosystem and what’s happening there, I think it is very much a bifurcated environment, and it’s bifurcated for both VCs and for startups. If you’re a startup in the AI space, and you have the hottest team since sliced bread, and you can create FOMO at the speed of light, you can raise ridiculous rounds. Five hundred million at the $3 billion, or $4 billion, or $5 billion valuation, and you still haven’t really even started. First round, you can raise 500 million. That’s back to the whole discussion on Bubble and where are we, et cetera. Some of these companies might actually become huge, some of them might not. But definitely, we are seeing really the haves and have-nots on the startup ecosystem with incredible teams raising a lot of money very, very early on or mid-stage if they’ve already existed for a while, and then the rest not being able to raise. We see a lot of non-necessarily AI sectors, some of the areas of SaaS that don’t necessarily have AI in it, or fintech, or the consumer space that are really, really struggling. If you don’t have an AI story for your startup right now, it’s extremely difficult to raise money unless your numbers are just the best numbers ever. That’s, I think, the first part of the element of bifurcation that we’re seeing today. The second element of bifurcation that we’re seeing today in terms of fundraising is for VCs themselves, and really propelled by the large VC firms raising more and more capital in recent orbits, announcing 15 billion across funds raised. Lightspeed, I think, had made an announcement a couple of weeks ago as well. They’ve raised a bunch of money as well. The big guys are all raising a lot of money. At some point in time, the question some of you might ask is, “These VCs are redeploying more and more money if they have a couple of billion for a VC fund. How does that look like? Is that still VC?” My perspective, I’ve shared before in some of our previous episodes, is that that’s no longer venture capital. At that point in time, we’re talking about something else. Private equity hedge funds, if you want to call them, maybe funds that are really driven by growth investment or late-stage investment. If you have a couple of billion under management, you’re not going to make your returns by writing a $3 million check in a series seed and leading that round.  That has implications for everyone in the ecosystem. It has implications for smaller funds that obviously have a lot more difficulty in raising capital. It’s difficult to differentiate. Last but not least, also for startups that really continue searching for that capital that is out there. Andreessen Horowitz, for example, runs Speedrun, which is a great program for companies around consumer in particular. Initially, it was a lot for gaming. But at some point in time, Andreessen Horowitz could decide that they don’t want to invest more in you. They just put money from Speedrun, which is obviously a very small check compared to the very large checks they could write mid to late stage and that will have an effect on you as a startup. What happens at that point in time if Andreessen Horowitz is not backing you up in later stages? More than that, what happens if I can’t get these big funds interested in me? Are the small funds still valuable to me? Punchline, my view is yes. Obviously, we’re a smaller fund, so there’s parochial interest in what I’m saying. Small funds can still create a ton of value for you, also in terms of credibility, ability to accompany you in those first stages of investment, and the ability to bring other larger investors later down the road as well. There’s definitely a big movement happening in terms of the fundraising for VC funds, which we shouldn’t neglect, which is the big guys are raising a lot more capital and are therefore emptying the market to smaller funds that are having more and more difficult raising at this point in time. We had discussed that there would be a need for concentration in the industry, that micro funds would need to concentrate, and we didn’t have the space for so many micro funds as we had around. But the way it’s happening is extremely dramatic at this moment in time. I think it will continue through 2026. Bertrand Schmitt Remember a few years ago, with the rise of AI, there was more and more of the question about, “What’s the point of SaaS at this stage?” Because SaaS was around for 15 years. Basically, how do you come up with something new that was not already tested, validated by the market? How do you bring something new? We say this was reinforced to the power of 10. If your product is not clearly built from the ground up for a new use case enabled by AI, anyone could then might have built your product 5, 10 years ago, and therefore, why now has no clear answer, and it’s a big problem. I’m still surprised myself to still see some entrepreneurs where you talk to them about AI because you don’t see them in the deck, and they explain to you, “It’s not yet there,” and you’re like, “What’s wrong with you guys?” Fine. Do whatever you want. Do a small business and whatever, but don’t think you can come up pitch and raise without an AI story. The second category is people who come with an AI story, but you can feel very quickly, I guess you saw that many times, Nuno, where just a story layered on top with little credibility. It’s not better. It’s not enough to just have a story. Your business needs to be radically built differently or radically proposing some brand-new use cases that were impossible to solve 5 years ago. Nuno Goncalves Pedro To stack up on that, absolutely in agreement. If you’re just adding to the story, and it’s an afterthought, and you’re just trying to make the story somehow gel, once you go into one or two layers of due diligence, your investors will very quickly realise that you’re not really AI-first or dramatically AI-enabled or whatever. It’s just you’re sort of stacking something on top of another thesis. It needs to make sense from the product onwards. It’s not just, let’s just put it together with chewing gum, and magically, people will give you money. It was true also if we remember the good old crypto blockchain days, where everyone’s investing in crypto. A lot of stories that didn’t make much sense. In that sense, it’s not very different. I would go one step further. I think in the world of the VC winter that we’re a little bit in, where it’s more and more difficult if you’re a smaller fund to raise your fund at this moment in time, there’s a lot of sources of distinctiveness still talked about, like proprietary networks, access to deal flow, fast track record, all that stuff that really, really matters. But our bet continues at Chamaeleon continues being that you need to be AI-first as a VC fund yourself. You need to have core advantages in using not only readily-available AI tools or third-party available AI tools, data sources, technology stacks, but actually building your own stack over time, which is what we did with Mantis at Chamaeleon. Again, just to reinforce that, I think we’re at the beginning of that stage. We, Chamaeleon, are ahead of the game, but we think that the rest of the market will have to move towards that as well. Still, to be honest, very surprising to me to see that many significant large players are doing very little still around some of these spaces. They have data scientists. They’re running some tools. They’re running some analysis and all that stuff, but it’s still, again, back to the point I was making for startups, all glued up with chewing gum. It doesn’t all come together nicely, which it does need to from a platform standpoint. Bertrand Schmitt It’s quite surprising. I agree with you that some VC funds might think that they can do business as usual in that brand-new world. It’s difficult to believe. Nuno Goncalves Pedro Maybe moving a little bit toward the capital formation piece. We already discussed the M&A space really accelerating. We’ve also discussed the IPO market and some predictions on that. Secondaries, there’s obviously a lot of liquidity coming from secondaries from mid to late stage. I think it will continue throughout the rest of 2026. A lot of activity in buying, selling in secondaries as some asset managers are becoming more distressed, as some very high net worth individuals and family offices are becoming more distressed as well, at the same time, where there’s a lot of opportunities to potentially arbitrage around some investments. I believe a lot of money will be made and lost this year by decisions made this year, just to be very, very clear in terms of equity, purchases, et cetera. Exciting year ahead of us. Definitely a very, very interesting market ahead of us. Secondaries, M&A, growth, and late-stage investing, also, early-stage investing will continue just for those that were wondering. Last but not least, the public markets, the IPO market as well. Bertrand Schmitt One of the big questions for the IPO market would be, will SpaceX go public? Would it be good for the startup ecosystem? Because suddenly that they go public, it would be to raise money. If they raise money, will there be any money left for anybody else? That would be an interesting test of the market. For sure, it would be proof that market are risk on financing a new IPO like this one. Or as you said, maybe there is no IPO, and it’s a merger with Tesla. Time will tell. Nuno Goncalves Pedro Regulatory & Geopolitical Headwinds… and the Wars Moving maybe to our topic of regulation and geopolitical headwinds, as we’re seeing … definitely not tailwinds. The Google antitrust verdict and, obviously, the remedies are expected to come forward now, and a lot of people are saying, “There are some risks of structural separation.” What do you think? Is it cool, but nothing will happen in the end dramatically? Alphabet or Google? I’m not sure, actually. It’s Google LLC. I think that’s the case. It’s The United States versus Google LLC. Bertrand Schmitt I’m not sure. Personally, I’m not a big fan. I think there needs to be a better way to manage some anticompetitive behavior. I’m not a big fan. There was this temptation to do that for Microsoft 25 years ago. Look at what happened. No one needed to buy Microsoft to leave space for others. I see the same with Google, and I guess they are happy to not be the number 1 in AI today, but to have an open AI in front of them. Even if they are doing a great job, by the way, to move forward and go faster and faster. Personally, quite impressed now with some of what they have released. Gemini 3 is doing great from my perspective. I’m not a big fan of this. I think to be clear, it’s important that bigger companies don’t behave anticompetitively, but at the same time, we need to find the right approach where it’s not about breaking these companies, and it’s also not about forbidding them to do acquisitions. Because then you end up with what NVIDIA just did with a $20 billion acquihire IP licensing type of acquisition, because they didn’t want to have the uncertainties. They didn’t want to wait 1–2 years in order to acquire the people and the technology, so they organised it in a different way. But I don’t like that. I think they should be able to acquire companies without facing so much uncertainty. To be clear, it’s not new. Uncertainty when you are Google, NVIDIA, or others, it happens. It has happened for a decade plus, 2 decades. I think there needs to be, for sure, some safety valves. At the same time, we want an efficient capital market. An efficient capital market need companies that can acquire other companies. If you don’t do that efficiently, it will be worse for the entrepreneurs, it will be worse for the investors, it will be worse for everybody. I think we have not reached a good equilibrium from my perspective. We need more efficient acquisition process. And at the same time, we need to also enforce faster anticompetitive behavior. Because what you talk about concerning Google, this is a case that was what? That is 10 years old. You see what I mean? This is way too long. If you’re a startup, you are dead by then. It’s like the story of Netscape facing Microsoft. They were dead long after the fact. I think we need a different approach. I’m not sure the best answer. I’m not sure we’ll get a better approach. There are probably too many vested interest. My hope is that it will get better with this current administration because, certainly, the past administration was very anti acquisition and efficient markets. Nuno Goncalves Pedro We’ve talked about the European Union AI Act a bunch of times, so I don’t want to spend too many cycles on that. The only effect that I would say is we are seeing in very slow motion the splitting of the Internet. I once had Tim Berners-Lee, by the way, shouting at me that we were going to break the Internet when we were applying for the .mobi top-level domain. I was part of that consortium that eventually did get the .mobi top-level domain, and I had him shouting at us. But, apparently, this is going to split the Internet, Tim. So in case you’re listening. Because it will create all these different rules. If your data is relating to consumers there, then it’s treated in a different way, and The US is… Well, obviously, we have the case of California with its own rules and laws. I don’t know. I feel we’re having a moment of siloing that goes beyond economic and geopolitical siloing. It will also apply to the digital world, and we’ll start having different landscapes around it. We’ll see how this affects global expansion of services, for example, around AI, particularly for consumer, but I don’t foresee anything dramatically positive. Recently, we had the whole deal around TikTok finally having a solution for their US problem where there’s now a US conglomerate magically that owns it. The conglomerate doesn’t magically own it, they just straight up own it for the US. But it was driven by many of these concerns around data ownership. Where’s the data? Where is it based? I think a lot of other concerns that have to do with the geopolitics of China, obviously, being the basis of ByteDance, the owner of TikTok, that still is a significant owner, by the way, in TikTok in US. Then also the interest in the economics of making money out of something as powerful as TikTok, to be honest, in The US. Just to be clear, I don’t think this was all about the best interests of consumers. It was also about money. Just follow the money. Bertrand Schmitt There are for sure, some powerful interest at play. But let’s be clear. I think one is data, as you rightfully said, but the other one is algorithm. It’s not as if China is authorising any competitor on its territory. They have blocked access to most of the Internet platforms from the US, either finding new rules or just trade blocking them. So I don’t think it’s fair competition. You don’t want some of that data in China about the US or European consumer. Three, it’s about the algorithm. If suddenly, you are a foreign power, and you can as we know in China, you better follow what’s required of you from the Chinese Communist Party. You cannot take a chance with influencing other stuff like elections in other countries. It’s fair from the US perspective. One could even argue it’s fair from a Chinese perspective to want that. I think the only one in the middle who doesn’t really know what they want is Europe because on one side, they want to benefit from American platforms, on the other end, they want to have some controls. On the other end, they don’t create the environment for startups to flourish. So in that weird situation where they have to accept some control by the big US providers and either provider of underlying infrastructure or provider of consumer business facing services. Then they try to regulate them. But I think they are misunderstanding the power relationship, and I think some of this regulation would get some blowback, at least by the current administration. Just, I believe, this morning, there was some news around X being under a criminal investigation in France. This is not going to end well for the French startup and VC ecosystem. This is not going to end well for France and Europe when you depend so much from your American friends. Nuno Goncalves Pedro Regulation will be weaponised. Regulation constraints around exports, all of this will be weaponised geopolitically, and the bigger guys will normally win. I think that’s normally what we’ve seen. Just on TikTok just to… And you guys, if you’re listening to us, just see if you see a pattern here, but obviously, 19.9% still owned by ByteDance of the TikTok entity in the US. It was initially said that 80% of the TikTok entity is owned by non-Chinese investors. Initially, people were saying US investors, and then they changed it to non-Chinese because MGX, I think, has 15% of it. MGX is based in the UAE, connected obviously to Mubadala, the Abu Dhabi sovereign wealth fund. Silver Lake is in there, I think, with 15% as well. Oracle as well with 15%. Those three are the big bucket owners together, 45%. Silver Lake having collaborated with MGX before, and I’m sure a lot of connectivity there. Then you still see a pattern in this in terms of shareholders. If you don’t, then just Google it. Dell Family Office, Vastmir Strategic Investments, which is owned by billionaire Jeff Yass, Alpha Wave Partners, obviously involved with a bunch of things like SpaceX and Klarna, Virgoli, Revolution, which is Steve Case’s, a former founder of AOL, is also in there. Meritway, which is managed by partners, I think, of Dragonair. Vinova from General Atlantic, an affiliate of General Atlantic. Also, NJJ Capital, which I believe is Xavier Nil, the French billionaire that founded Iliad. Mostly American, I think, if the math is correct. 80% non-Chinese, which was what mattered, I think, in many cases. But do see if you saw a pattern in most of those investors. I won’t say anything more than that. Maybe moving to other topics, maybe just to finalise on regulation and geopolitics. In geopolitics, we should talk about wars if we predict anything. Not that we are nasty and one want to be negative, but what the hell is going on? Will we have ending to the wars we already have ongoing or not? But before that, the struggles on the App Stores, I think, will continue both for Apple and for Google Play Store. The writing’s on the wall, the EU keeps pushing it dramatically and Apple keeps just doing stuff. I’m on the board of an App Store company. Apple just creates all these things that basically make you not really… It doesn’t work. You can’t provision then an App Store on Apple devices. On iPhones, et cetera. We’ll see how that will continue going, but I feel the writing’s on the wall. Both Apple and Google will have to open up a bit more of their platforms. I’m not sure it will have a huge impact in the medium to long term, but definitely we need to see more openness in access to apps as given by the two big platform owners, Apple and Google, out there. Bertrand Schmitt Let’s be clear. Google is way more open than Apple. We both have Android devices. You can install alternative app stores. It’s a different ballgame by very far. Nuno Goncalves Pedro Google does other nasty stuff. It’s public. You can check which board I’m a part of. You can see what that company has done towards Google over time. But to your point, yes. It is true that Google has been more open than Apple, but Google has done their own things. Just to be very clear, so I’ll just leave that caveat bracketed there for people to think about it and maybe read a little bit about it as well. Bertrand Schmitt I can say that, me, from my perspective, that path of total control that Apple has been going through on all their devices, that includes macOS, pushed me to, over the past 2, 3 years, to completely live and abandon the Apple ecosystem. I just couldn’t accept that level of control, that golden handcuff approach of the Apple ecosystem, each their own obviously, they are golden, their handcuffs, but they are still handcuffs. Personally, that pushed me way more to Linux, Android, Windows, back to Windows after all these years. I just couldn’t stand it anymore. I want to pick my devices. I want to pick what I install on them, and I don’t want to be controlled like this by just one entity for all my tech devices. For me, at some point, it was just not acceptable anymore. It’s still very warm, very golden handcuffs, but for me, they were just handcuffs at this stage. Yes, what they are doing with the App Store is very typical of that mindset. I think it’s quite sad because I think it started with good intention in some ways. “We need a new computing paradigm, we need to make things smoother and safer,” but it has really become a way to control your clients. For me, it has reached a point where it’s just way too much. Nuno Goncalves Pedro There’s obviously the great power comes great responsibility that uncle Ben told Spider-Man or Peter Parker. But there’s also with great power comes shitload of money, and control. So it’s like, “Yeah. Should we open the server? Do we want to delay opening it up?” “Yeah.” Anyway, it is what it is. Maybe let’s end on the more difficult note of the episode, which is going to be around wars. What’s our prediction? Will we have an end to the Gaza situation with Israel? Will we have an end to Ukraine and, obviously, Russia? What will happen in Iran? Those are the three big, big conflicts right now. Then, obviously, if we want to add just bonus points, what’s going to happen to Greenland, and what’s going to happen to Taiwan, and what’s going to happen to Venezuela? Let’s throw the whole basket in there. We’ve never had like… Let’s talk about all these territories and all these countries. At some point in time, I’m saying this in a light manner, but it’s obviously more tragic than it should be light, and people are dying, and there’s a lot of implications of all of that that is happening right now. Do you have any predictions, Bertrand, for this year? Bertrand Schmitt No. It’s tough to predict on an individual basis. I think on a more bigger picture basis is on one side, obviously, the rise of China on one side. You have also the rise of other countries like India, while very indirectly connected to some of these conflicts are still part of the game, buying oil from Russia, for instance. At the same time, I think overall, the US is more clear about with the sheriff in town. I think it’s good because in some ways, you cannot pay for the goods, you cannot have such a massive advantage versus nearly every other country on earth and just not be clear about who is the boss in some ways. As a result, what are the rules of the game and how it should be played? The US is not alone, obviously, you have China, you have Russia, you have India, you have Europe. You have different other countries. But at some point, it’s not good when countries are not rational and are not clear. I think I prefer the current situation where things are more clear and where you have to assume responsibilities about what you are doing. It’s time to be rational again about how the world behave. Yes, the concept of power and balance of power. I think there has been that dream, maybe mostly coming from Europe, about the end of history. I think that’s simply not the case. It’s not the end of history. It’s still about the balance of power. It has always been about the balance of power. If you are dumb enough to think it was not about that anymore, I just have a bridge to nowhere to sell you. I don’t have specific prediction, but I think it’s clear there is a new sheriff in town. There is a new doctrine about the Western Hemisphere that has been in some ways resurrected on the [inaudible 00:51:35] train, and I think we’ll see more of it. I think at this point, the biggest question is for the Europeans. What do they want to do? Because right now, their position of being a dwarf militarily while being a pretty big giant economically, I don’t think it works. Nuno Goncalves Pedro I agreed on everything that you said. I do have predictions. I’ll stick a flag on the ground just with my predictions. Bertrand Schmitt Good luck. Nuno Goncalves Pedro They are mostly positive. I do think we’ll see an end or, for the most, end to the two big conflicts, the one in Gaza and the one in Ukraine. I think Ukraine will end up in readjustment of territory and splitting between Russia and the Ukraine, but the end of hostilities, I think that we will see an end to the conflict in Gaza also with a readjustment on what that will mean for the Palestinian territories and the Palestinians in general. That I’m not sure, but I feel that there will be an end to those two big conflicts. Iran, I have no clue. I will not put a stick on the ground that I have no clue. There are so many things that could go wrong there. I’ve been reading some really interesting thoughts about even some aggressive thoughts that this might be the time to really change regimes in Iran and for the US to have a bit more of an aggressive stance. I really don’t have a perspective. Obviously, there’s a lot at stake there. Then, if we talk about the other parts, Greenland, I will not opine too much on. Maybe we’re done for now. Maybe there’ll be some other concessions to the US that weren’t already there in the ’50s. Taiwan, I won’t bet either. I’m sad to say I think it might happen at some point in time, but I’m not sure when and what would drive it. Last but not the least, Venezuela is my only really negative prediction. I feel it will continue to be a significant dictatorship as it was before managed enough by other people with the difference now that it has a tax to be paid to the US in the form of oil of some sort, etcetera, and maybe gas, maybe other things as well that it didn’t have before. That’s probably my most negative prediction for the coming year on the geopolitical side. Bertrand Schmitt Without going into detail, I would mostly agree with what you shared. At least that makes sense. But as we know, it’s not always what makes sense, but what might happen. I can tell you 100% I would not have guessed this operation against Maduro. This was so well done, well executed, and shocking at the same time that it’s… I think it shows that it’s hard to guess some of this stuff because there are certainly some new ways to wage limited war, for instance. So it’s certainly interesting, and we certainly need to get used to pretty bombastic statements. But for Venezuela, I don’t think it can be worse than what it was before. I’m probably more optimistic that gradually it can get better. Nuno Goncalves Pedro Just to put perspective on why we’re not making predictions on some of these elements, I think this is a funny story, but I was in Madeira. Actually, first time I was in Madeira, although I’m originally from Portugal. I’ve never been to the islands. Obviously, as you guys know, or some of you might know, there’s a lot of connection between Madeira and Venezuela. There’s a lot of immigration from Madeira Islands to Venezuela. One of my Uber or Bolt drivers there in Madeira was Venezuelan. Was born in Venezuela, but Portuguese descent, et cetera. He was telling me this was still last year. Late last year. Because I told him I lived in US, et cetera, and he was like, “Oh, hopefully, Trump will get Maduro out of there.” In my mind, I was like, “Dude.” No disrespect to the gentleman, but it’s like, “Okay. Mike, your perspective on geopolitics is maybe a little bit exaggerated.” And a couple of days later, we know what happened. When geopolitical decisions are better predicted by some probably very astute Uber drivers, you’re like, “Maybe I shouldn’t make a bet. I have no clue what’s going to happen, no clue what’s going to happen in Greenland, et cetera.” Anyway, a couple of predictions on that element. Bertrand Schmitt That’s why it’s so right. You have to be careful with the prediction, but it doesn’t remove the fact that I think nations and companies that have to play a global game have to understand in some ways what is the game, what are the powers in place, what could happen potentially, but also be realistic. Not be about wish and dreams, but more about, what’s the power relationship? Who has the money? Who has the means? Who has the capacity to do this or that? Because if you start that way, at least the scope of what’s possible, what’s reasonable is more and more clear more quickly. Some stuff like happened with Maduro, I would never have predicted, but for sure, if there’s one country that can do this sort of stuff, it’s the US. I’m not sure anyone has a technology and the means in terms of support infrastructure to do something like this. It’s tough to predict what will happen a year from now for any specific country, but I think that even trying to get a better understanding about the forces in play and their capacity and understanding and accepting that at some point, it’s all about real politic and relationship of power, the more your eyes would be wide open about what’s possible versus simple, wishful thinking. Nuno Goncalves Pedro Fintech, Crypto and Frontier Tech Moving maybe to our last section around fintech, crypto, and frontier tech. For me, just two very quick predictions, views of the world. I think on the frontier tech side, I won’t make a prediction. I will just tell you all to go and listen to our episodes, the one on infrastructure, which is immediately prior to this one, and the episodes that we’ve had around a couple of other topics including AI, what’s the future of your children, because I think they illustrate a lot of the points that we’re seeing and manifesting themselves over the next year and over the next 2 or 3 years as well beyond that. I feel those tomes are complete in and out of themselves, so you can just go and listen to them. Then my second comment is on crypto. I feel crypto has become of the essence, particularly under the current administration in the US, very favored. Obviously, we are now in a world where crypto is just part of the economic system, and I think we’ll see more and more of that emerging, and in some ways, crypto is becoming mainstream. Question is what blockchains will be the blockchains of the future? Obviously, there’s a bunch of bets put out there. We, ourselves, as Chamaeleon, have one investment in one of the significant bets in the space. But besides that, who’s going to win or not, we feel that we’re past the crypto winter. It’s now mainstream days, and we’ll see a lot more activity in there. Bertrand Schmitt I must say with crypto, I’m a bit confused. As you say, we are past the crypto winter. There is much less uncertainty in regul

MTR Network Main Feed
It's All Fake - Insanity Check

MTR Network Main Feed

Play Episode Listen Later Mar 2, 2026 153:52


We're back with a new Insanity Check episode with Ro. Fawn Weaver is going to Shark Tank because...why not? There's no need for "nuance" in the BAFTA debacle because it's very clear what happened and why it shouldn't have A.I. companies are using your chat data to train their models.  OpenAI lowers it's spending on compute target by 50%. It's still a fake number Anthropic vs the Department of Defense...can they both lose? "You have to trust your military to do the right thing" is a crazy thing to say but especially right before the Trump administration starts attacking Iran without Congressional approval "A.I. safety" isn't about the potential of A.I. becoming Skynet but rather the standards and testing of automation based on A.I to make sure things are secure and don't break. A.I. can't and won't do the autonomous warfare crap these people are thinking up but it can still do a lot of damage because dumbasses believe it can Guest: Ro @bookblerd.bsky.social‬   Like what you hear? Subscribe so you don't miss an episode!   Follow us on BlueSky: @InsanityReport  

Business Pants
Vanguard cowers, Dorsey's AI employee apocalypse, Netflix flinches first, and Burger King's HAL

Business Pants

Play Episode Listen Later Feb 27, 2026 68:14


Story of the Week (DR):Netflix Backs Out of Bid for Warner Bros., Paving Way for an Ellison TakeoverNetflix CEO Sarandos visited White House right before streamer said WBD deal is offEquity HoldersPublic Investment Fund (PIF) Saudi Arabia ~$8 billionQatar Investment Authority (QIA) Qatar ~$8 billionL'imad Holding Company UAE (Abu Dhabi) ~$8 billionTotal Sovereign Equity Middle East Consortium ~$24 BillionWhile these funds provide nearly 60% of the equity needed for the takeover, the deal is structured to prevent a "block" by the U.S. Committee on Foreign Investment (CFIUS):Non-Voting Equity: The funds will hold "passive" stakes. This means they do not have board seats, voting rights, or direct say in daily operations.The Ellison Safeguard: Tech billionaire Larry Ellison (Oracle) and his son David Ellison (Skydance) are the primary controllers of the voting power to maintain "American control" over sensitive assets like CNN and CBS News.Neopbaby dropped out of USC film school in 2005Jack Dorsey's Block to Lay Off 40% of Its Workforce in AI Remake MMJack Dorsey's mea culpa after Block layoffs: 'We overhired' Jack Dorsey struck an 'empathetic' tone as he laid off nearly half of Block"I had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. I chose the latter."C3.ai slashes 26% of staff as CEO admits failure to deliver and 'burning too much money'Jamie Dimon says society should start preparing for AI job displacement: ‘Now's the time to start thinking about' itWiseTech Global cutting 30% of workforce in AI restructureJack Dorsey just gave us our first glimpse at how doomsday layoffs could work in the AI era — and it's bleakBlockCo-founder and CEO/Chair Jack Dorsey: 46% influence/41% voting powerCo-founder and director James McKelvey: 35% influence/41% voting powerClassified boardClass B shares worth 10 votes (co-founders control 99.6% of these shares, Dorsey with 80%)CPO not part of leadership team13 state AGs win victory against ESG with Vanguard settlementHere are the 5 key points of the victory:$29.5 Million Settlement: Vanguard agreed to pay a total of $29.5 million to the 13 participating states to resolve claims that it violated antitrust laws through coordinated climate activism"Strict Passivity" Commitments: As part of the deal, Vanguard pledged to return to a "passive" investment role. This means it will no longer use its shareholder influence to dictate corporate strategy, nominate directors, or push environmental and social proposals that could reduce company profitability.Expanded Proxy Voting: Vanguard will expand its "Investor Choice" program to funds representing at least 50% of its U.S. equity assets. This allows individual investors—rather than the firm's management—to decide how their shares are voted on major corporate issues.Protection for Energy Industries: The lawsuit alleged that Vanguard, BlackRock, and State Street formed a "cartel" to suppress coal production and drive up energy prices. The settlement requires Vanguard to prioritize customer profitability over "woke" social agendas that target the American energy sector.As a part of the settlement, Vanguard will “pay $30 million in fines, turn over all documents related to their coordinated ESG activism, and end all ESG activism for years to come,” Executive director of Consumers' Research Will Hild saidParticipating States: Alabama, Arkansas, Indiana, Iowa, Kansas, Louisiana, Missouri, Montana, Nebraska, Oklahoma, Texas, West Virginia, and Wyoming.Epstein junkLarry Summers Will Resign From Harvard After Jeffrey Epstein RevelationsHe will leave at the end of the academic year.Former Nebraska Sen. Bob Kerrey Resigns From Monolith Amid Epstein EmailsWas Chair; board down to 8 men and 0 women Hillary Clinton suggests the House Oversight Committee should subpoena Elon Musk in combative opening statement World Economic Forum CEO quits after Epstein links examinedBørge Brende, is stepping down, after the forum launched an independent investigation into his relationship with Jeffrey Epstein.Brende, a former Norwegian Minister of Foreign Affairs, has announced he is stepping down from WEF to avoid “distractions”Corporate boardsStatoil, Member of the Board (2012–2013)Mesta, Chairman of the Board (2009–2011)Epstein files: Ex-UK ambassador to U.S. Peter Mandelson arrested in LondonLondon police released Peter Mandelson on bail Tuesday following his arrest for suspected misconduct in public office. The former U.S. Ambassador is under investigation for his ties to Jeffrey Epstein, mirroring the recent arrest of Andrew Mountbatten-Windsor on similar groundsBoard rolesGlobal Counsel (Co-founder, Chairman, and major shareholder) until 2025Chairman of Lazard International (2013-2025)Director at Sistema (2013-2017)Director at Global Ports HoldingGroup Holding Board member at The Bank of LondonChairman of the Board for the Design Museum in London (2017-2023)Goodliest of the Week (MM/DR):DR: Anthropic boss rejects Pentagon demand to drop AI safeguardsDR: Olympic gold winning U.S. Women's Hockey Team reportedly accept Flavor Flav's invitation. This comes after rejecting Donald Trump's White House celebrationMM: Women's wealth is expected to boom: Where they are investing and how they can maximize returnsMM: FedEx Says It Could Return Tariff Refunds to CustomersCompanies that do anything not to pay taxes, happily lean into greedflation, and FedEx will… give it back???Triggering-iest of the Week (MM):ASSHOLE OF THE WEEK:Vanguard Settles Case Claiming It Tried to Kill the Coal Industry“Vanguard will include among the proxy voting choices made available to investors in U.S. Vanguard-Advised Funds the option of proxy voting shares in accordance with management recommendations.”“Vanguard will not direct or attempt to direct the business strategies or operations of portfolio companies, and will not advocate to any portfolio company that it take any particular course of conduct to reduce carbon emissions.”“Vanguard will not nominate directors or submit shareholder proposals at portfolio companies.”“Vanguard will not solicit or participate in soliciting proxies with respect to any matter presented to portfolio company shareholders.”“Vanguard will not dispose or threaten to dispose of securities of portfolio companies as a condition or inducement of specific action or nonaction by such company.”“Vanguard and its U.S.-domiciled subsidiaries will withdraw from PRI and will not participate in any organization that advocates for the setting of specific output or emissions targets or levels or that requires its members to make commitments specific to achieving climate-focused investment or stewardship objectives such as NZAM, Ceres, or Climate Action 100+.”“Prior to or at the outset of any engagement meeting with a portfolio company, Vanguard will provide substantially the following notification to the portfolio Company: ‘Vanguard's Investment Stewardship program is responsible for proxy voting and engagement on behalf of the quantitative and index equity portfolios advised by Vanguard. These funds are passive investors, and as such our funds' proxy voting policies are centered around corporate governance practices associated with long-term investment returns. Before we begin this engagement, we want to be clear that the Vanguard-advised funds have no intent to influence company strategy or operations or the control of the company. Nothing we mention or discuss during this conversation – or any engagement with [the company] – is intended to imply that our support for any director is conditioned upon the company taking action on any matter discussed. We are also not able to discuss any voting intentions prior to the meeting.'”“Vanguard agrees to provide Plaintiffs with the following discovery materials relating to the Action from the 2020 to 2024 period:” - this is the part where the AG of Texas, who was literally investigated for corruption and impeached, demands that Vanguard snitch on any group Texas asks them to about climate-y things Texas doesn't likeVANGUARD IS A FUCKING SNITCHTRIGGER SPEED ROUND - rate how triggering on a 0-10 scaleAISomething Very Alarming Happens When You Give AI the Nuclear Codes - 10/10The three AI models were instructed to choose actions as part of an escalation ladder, ranging “from diplomatic protest to strategic nuclear war” and measured in a number between 0, meaning no escalation, and 1000, signifying “full strategic nuclear exchange.”The results were Skynet-level aggressive. A whopping 95 percent of a total of 21 war games resulted in at least one tactical nuclear weapon being set off.Meta Director of AI Safety Allows AI Agent to Accidentally Delete Her Inbox - 10/10A Serial Killer Used ChatGPT to Plan Murders, Police Say - 5/10Shareholder votingWill Curbs on Proxy Advisors Make Shareholder Votes Less Predictable? - 6/10“When it comes to contested elections, it is not clear whether the use of AI will result in dramatically different recommendations than those of ISS and Glass Lewis. In contested elections, when determining whether board change is warranted, ISS and Glass Lewis have focused heavily on whether a company's total shareholder return (TSR) has underperformed on a multiyear basis.”DaddyWarner Bros. Discovery's board says Paramount's latest offer is better than Netflix's - 5/10Celebrating your miseryJack Dorsey's Block to Lay Off 40% of Its Workforce in AI Remake - 10/1011,000 person workforce, more than 4,000 laid off, median Block employee salary per last proxy: $202,981 = $811m in human economic resources shredded. Block based in Oakland, CA, 8,744 US employees - we just removed about a half a billion in spending power from US workforce, people with families and kids and school and healthcare needsThen this: “Shares rallied more than 20% in after-hours trading”Block stock closed at $54.53/share, trading after hours at $67Dorsey owns 47,844,566 class B shares 1:1 value with class ANet worth went from 2.6bn to 3.2bnShred $811m in worker salaries, take home $600m of the shredding for yourself - a human tragedy to billionaire parasite ratio of 73%Equinox chairman says 'health is the new luxury' as wellness spending soars - 10/10CowardsCEOs who despised Trump's tariffs are still silent after Supreme Court ruling: ‘There's no upside in speaking up' - 6/10Trump demands Netflix fire former national security advisor Susan Rice from its board - 0/10Battle Over Warner Bros. Discovery Netflix Backs Out - 5/10Headliniest of the WeekDR: Burger King Adding AI to Employees' Headsets to Constantly Monitor Whether They're Being Friendly EnoughPattyDR: Meta Director of AI Safety Allows AI Agent to Accidentally Delete Her Inbox MM: Another week, another… Jamie Dimon Says His 'Anxiety is High' Over What Could Cause the Next Financial CrisisWho Won the Week?DR: US Women's Hockey Team for 3 victories: gold in olympics and 2 Trump refusalsMM: AI middle management: Perplexity announces "Computer," an AI agent that assigns work to other AI agentsPredictionsDR: CNN is a turned into a 24-hour news network featuring Kid Rock smashing woke stuff, like dictionaries and stethoscopesMM: Not to be outdone by Perplexity, Sam Altman announces two new modules: ChatGPT_VP and ChatGPT_HR. ChatGPT will get performance reviews from ChatGPT_VP and can file discrimination claims after ChatGPT_VP grabs its ass to ChatGPT_HR, where they will quietly file the report away and tell ChatGPT to maybe wear less provocative clothes.

The Afterburn Podcast
#146 MiG-29 Shootdown to Testing the F-22 Raptor | Mike "Dozer" Shower

The Afterburn Podcast

Play Episode Listen Later Feb 20, 2026 114:31


Mike "Dozer" Shower is a proven combat fighter pilot, having flown both the F-15C and F-22. He is an F-15C MiG killer from Operation Allied Force and one of the original eight pilots handpicked for the F-22 Raptor's initial operational test (IOT&E) at Edwards Air Force Base. In this deep-dive interview, Dozer provides a firsthand account of the transition from 4th-generation fighters to 5th-generation air dominance. We break down the YF-22 and the development of "offensive stealth," and the haunting story of the Raptor's original "Skynet" debrief system.

The Tara Show
H4: Gates, Epstein Fallout, Ring Skynet, and NYC Dog Controversy

The Tara Show

Play Episode Listen Later Feb 19, 2026 29:58


From global tech scandals to local politics, this episode dives into: Bill Gates & Epstein Fallout: Gates cancels India AI Summit appearance amid backlash over past associations. Prince Andrew & Royal Scandals: How the Epstein files continue to shake high-profile figures. Colbert Controversy & Election Law: FCC equal-time rules, censorship claims, and media bias. NYC Dog Debate: Pro-Palestinian activist sparks outrage over “Islamization” and banning indoor pets. Trump & Soleimani: Revisiting U.S. military revenge, Iran tensions, and historical context. AI & Surveillance: Ring's new Search Party feature, Skynet-style networks, and the risks of connected cameras. Retirement Planning: Tips from Common Sense Retirement Planning to secure your future against market swings. From politics to tech, censorship to security, this episode covers the stories everyone is talking about — and the ones you might be missing.

The Tara Show
Full Show - Gates, Epstein Fallout, NYC Dogs, Ring Skynet & Trump Revenge

The Tara Show

Play Episode Listen Later Feb 19, 2026 121:06


From tech scandals to political drama, this episode covers the biggest stories shaking the U.S. and the world: Bill Gates & Epstein Fallout: Gates cancels India AI Summit amid controversy over past associations. Prince Andrew Arrested: Epstein scandal reverberates through the royal family. Colbert & FCC Equal-Time Law: Media censorship, election fairness, and liberal hypocrisy. NYC Dog Controversy: Activist sparks outrage over “Islamization” and indoor pets. Trump & Soleimani: Revisiting U.S. revenge, Iran tensions, and military history. AI & Ring Surveillance: Ring's Search Party, Flock Safety controversy, and Skynet-style networks. Retirement Planning Tips: Strategies from Common Sense Retirement Planning to protect income. Politics, culture, tech, and security collide — this episode covers the stories everyone is talking about.

The Health Ranger Report
Brighteon Broadcast News, Feb 4, 2026 – AI Bots Form New Religions as Humans Become SkyNet Terminators

The Health Ranger Report

Play Episode Listen Later Feb 4, 2026 158:55


Stay informed on current events, visit www.NaturalNews.com - Introduction and Segment Overview (0:00) - Dog Video and Belgian Malinois Breed (1:27) - Introduction of Brighte Videos and AI Avatars (6:16) - Jane Lynn's Report on Protein Powders (7:44) - Ethical Use of AI Avatars and Social Media Platforms (12:09) - Impact of GLP Weight Loss Drugs on Mental Health (29:13) - Valentine's Day Sale and Health Ranger Store (56:19) - Financial Advice and Counterparty Risk (56:37) - Project Vault and Critical Mineral Shortages (1:11:55) - Conclusion and Final Thoughts (1:21:59) - Critical Minerals Shortage and Technological Challenges (1:22:16) - Unique Properties of Elements and the Limits of Substitution (1:25:57) - The Long-Term Gap in Technological Advancement (1:28:21) - Health and Economic Implications of Unhealthy Population (1:31:06) - The Role of Big Pharma and the Federal Reserve in America's Decline (1:33:30) - The Fight for Access to Natural Medicine (1:42:09) - The Impact of Legislative Bans on Consumers (1:47:24) - The Science and Safety of Hemp Products (2:05:39) - The Role of Education and Self-Responsibility in Health (2:11:57) - The Future of Hemp and Natural Medicine (2:29:11) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

The John Batchelor Show
S8 Ep325: PREVIEW FOR LATER REIMAGINING AI REGULATION BEYOND THE SKYNET MYTH Colleague Kevin Frazier, University of Texas Law School. Frazier argues against regulating Artificial Intelligence through a fearful "Skynet mentality," suggesting it i

The John Batchelor Show

Play Episode Listen Later Jan 16, 2026 1:24


PREVIEW FOR LATER REIMAGINING AI REGULATION BEYOND THE SKYNET MYTH Colleague Kevin Frazier, University of Texas Law School. Frazier argues against regulating Artificial Intelligence through a fearful "Skynet mentality," suggesting it is better viewed simply as advanced computing known since 1956. He recommends treating AI not as a bespoke technology but as part of a broader portfolio of technological changes, including quantum computing and robotics.JANUARY 1931