Podcasts about snowflakes

Aidan Wachter, is an animist, magical practitioner and highly regarded author on traditional magic. His books and courses encourage and enable people to seek and form their own individual path and practice. We discuss his childhood visitations including The Dark Man plus fairy experiences at Mount Shasta and so much more including:  what it's like to simply be with your own experience addressing possession vs psychological break and the aid of spiritual allies.  Aidan's connection with 'Thee Temple ov Psychick Youth' https://sacred-texts.com/eso/topy/topymani.htm Discretion and over abundance of interpretation Responding to a call to aid spirits modern views on magic ⚡️ On the full length episode on TMFSP Patreon Aidan describes:being approached by spirit to make a doorway in a religious community His relationship with neanderthal spirit allies How allies direct him to certain experiences and people An example of spirit attachment removal What happened when The Dark Man returned to him CONTACT LINKS Website: https://www.aidanwachter.com/ Aidan's Patreon https://www.patreon.com/cw/aidanwachter Six Ways: https://www.aidanwachter.com/six-ways https://open.spotify.com/episode/7iF3hPnVz0DiY3g8fF4RV2?si=mGIOggBPT724JquJjjJvdg This was a very generous insight into Aidan's practice for which I am both grateful for and inspired by. I feel that this work really takes things back to the root - a powerful and direct place to work from. Having read Six Ways and followed a similarly-led path, I would highly recommend this course and Aidan's Patreon too.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Welcome to the What's Next! Podcast with Tiffani Bova.    This week, I'm delighted to speak with Denise Persson. She is the Chief Marketing Officer at Snowflake and co-author of Make It Snow: From Zero to Billions. Over the last 25 years, Denise has helped build and scale some of the most recognizable enterprise technology companies, including Snowflake, Apigee, and Genesis, guiding organizations through hyper-growth, IPOs, acquisitions, and major market shifts. What I really love about Denise's perspective is that she understands growth isn't just about demand generation or pipeline, it's about building the operational alignment, customer trust, and internal culture that allow companies to scale sustainably. So today we're going to dive right into these topics.    THIS EPISODE IS PERFECT FOR…marketing leaders and growth-focused executives helping teams stay aligned while navigating rapid change and ambitious growth goals.   TODAY'S MAIN MESSAGE…many companies believe growth comes from moving faster, launching more campaigns, or constantly evolving their message. Denise argues the opposite. Drawing from her experience helping scale Snowflake into one of the most successful technology companies in the world, Denise explains why some of the biggest growth opportunities come from creating clarity and not complexity. Denise and Tiffani discuss what happens when organizations grow faster than their processes, why customer advocacy is more powerful than any marketing campaign, and how leaders can balance innovation with consistency.    KEY TAKEAWAYS: Category creation succeeds when customers immediately understand the value. Consistency creates trust for customers, employees, and partners. Hypergrowth often exposes gaps in leadership, hiring, and alignment. Strong data foundations are essential for personalization and AI success.   WHAT I LOVE MOST…Denise's perspective that growth isn't always about doing more. It's often about creating more clarity. In a business environment that constantly encourages organizations to move faster, add more, and chase the next opportunity, her reminder that consistency builds trust feels especially important.    Running Time: 35:00   Subscribe on iTunes    Find Tiffani Online: LinkedIn Facebook X    Find Denise Online: LinkedIn

Most AI failures won't come from a bad model. They'll come from bad data.Shashank Saxena spent most of his career on the buying side of enterprise technology before founding VNDLY which was acquired by Workday for $510 million. He then joined Sierra as a Managing Partner before going full time as Co-founder and CEO of Pantomath, a data operations center for enterprises that are betting their future on AI agents.We discuss why data quality is becoming one of the biggest challenges in enterprise AI. An AI agent fed bad data for 12 hours doesn't go rogue. It just makes 12 hours of wrong decisions: rejecting insurance claims, issuing credit cards, or drilling in the wrong location. As more business decisions are delegated to AI systems, companies will need far greater visibility into what is happening across their data infrastructure.Shashank also shares the decisions that led to VNDLY's acquisition, the advice he'd give founders evaluating acquisition offers today, and why a Michael Jordan analogy continues to motivate him as a second-time founder.If you're building enterprise software, selling to large companies, or trying to figure out whether experience is an asset or a liability in the AI era, this episode is for you.0:00 - Trailer01:00 - How Shashank became a second-time founder07:20 - Where Pantomath sits in the data stack10:55 - How a broken Tableau report turns mission-critical with AI12:55 - Who Pantomath sells to15:35 - Solving for a problem that doesn't exist yet19:03 - How have founder expectations changed today?20:31 - Series B companies pre- and post-AI21:26 - The Michael Jordan example23:57 - How a repeat founder chooses investors25:10 - What value Snowflake adds as a strategic investor27:05 - Data is not an open category today28:34 - The astounding Databricks outcome29:08 - The reality of the $100 million ARR number31:48 - Will non-human workers 100x in the next few years?36:00 - How to protect data in motion37:26 - How comfortable are we giving full access to agents?39:47 - Where is automation fastest today?42:09 - Why entrepreneurs tend to like uncertainty43:28 - Why Shashank chose to be a founder45:48 - A customer-driven $510M acquisition48:32 - Employees vs contractors in any organization51:22 - Building from Ohio vs the Bay Area53:14 - Learnings from selling to enterprises56:31 - How Shashank raised from Tier 1 US VCs59:19 - Heads down or network as a founder?1:02:47 - First-time vs second-time founder edge in AI1:06:22 - Hiring as a repeat founder1:08:08 - How enterprise sales has changed1:10:52 - How do you sell for a problem that isn't visible today?1:12:58 - Best piece of advice1:16:27 - The only advice for a founder considering M&A1:21:06 - Position yourself to be capable of taking risks1:24:51 - What matters to an enterprise buyer?-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail

Innovation isn't about funding, it's about how organisations are built and led. Progress comes from cutting bureaucracy, empowering mission-led teams, and asking the right questions to unlock bold breakthroughs. This week, Dave, Esmee and Rob are joined again by André Loesekrug-Pietri, Chair and Scientific Director of the Joint European Disruptive Initiative (JEDI, Europe's ARPA) to explore how Europe can turn moonshot ambitions into reality by building the right people, culture and operating models for future-shaping organisations. TLDR00:41 – Introduction01:14 – Hang out: Esmee returns and the missing API has been found!05:14 – Dig in: Staying in step with global innovation12:57 – Conversation with André Loesekrug-Pietri1:02:26 – Roland Garros tennis, and unlocking creative energy GuestAndre Loeskrug-Petri: https://www.linkedin.com/in/andrepietri/X: @eurojediwww.jedi.foundation HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

First, Workday announced Agent Passport, which tests and verifies every AI agent, Workday-built and third-party, before it goes into production, and continuously monitors it after. Then, UKG announced Quarterly Platform Innovations to help organizations move from workforce insights to workforce action. Finally, OneStream at its OneStream World Tour announced the launch of its new Snowflake connector as an addition to the OneStream Connection Center framework. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Juan Sequeda stops by after a massive month on the road to unpack the latest industry shifts, including takeaways from the Snowflake Summit. We dive into the real state of AI agents in the enterprise, separating the hype from the reality of adoption. We also explore the dangers of creating a "semantic swamp," (cousin of data swamps) the shifting landscape of vendor strategies with the rise of the modern monolith, and why data teams need to accept that getting work done (not data) is the true center of the universe. Finally, we discuss why pragmatism beats pedantry every time when building data architecture.

In this Swift Chat conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments.   The conversation explores Blue Vault's new research portal, built to bring greater transparency, usability, and depth to alternative investment data. With a Snowflake-backed data infrastructure and standardized performance metrics, the portal helps users analyze and compare offerings across non-traded REITs, BDCs, interval funds, tender offer funds, DSTs, and more.   Chitty shares his thoughts on why the market needed a better way to access alternative investment research and how Blue Vault has been collecting and vetting performance-based data since 2009. He emphasizes that the portal makes it easier to access standardized performance metrics, compare offerings, and evaluate risk, leverage, distributions, and other details that matter when assessing alternative investments. Zelikovsky highlights how Softlab360 helped build the portal's underlying technology and data architecture to support more flexible, scalable, and granular analysis. He sees the portal as a foundation for future capabilities like comparative analysis and more interactive, conversational ways to work with the data.   Learn more about Stacy Chitty and Blue Vault at www.BlueVaultPartners.com.   Learn more about Henry Zelikovsky and www.Softlab360.com.

My recent chat with Jordan E. Petersen on the excellent Gods, Ghosts and UFOs Podcast. Follow them on substack: https://ggupodcast.substack.com/ What's Jo's Favorite Fairy Sighting? "This week, Jordan finally gets to ask the host of the singular Modern Fairy Sightings Podcast the most annoying question he can come up with, and she does not disappoint. Jo Hickey-Hall has been collecting these stories for years. And the one she leads with is hers: a stick being made of literal sticks, running down a beach in Jersey with a gait so strange it made everyone watching laugh. Years later, a man in northeast England describes seeing almost exactly the same thing.  We talk about why these things, these beings, whatever they are, resist being accurately described or depicted. They're so vivid in the moment, but as soon as you start to try to put words on them, they seem to slip away.  But we're doing our best. You can come judge for yourself. Highlights: Jo Hickey-Hall, folklorist, social historian, host of The Modern Fairy Sightings Podcast (also find her at scarlettofthefae.com and preorder her book here) Nerd Critic Jo's favorite fairy sighting The shadow-cutters A stick being made of sticks The Brazilian Ent (a tree trunk that walked, then tried to become a man, and didn't quite get it right) The disconnect between perception and description “I can see it in my head, but it just doesn't seem to translate into words or drawings” Rudolf Otto, The Idea of the Holy Mysterium tremendum and mysterium fascinans Why one guy runs away and the other is filled with awe Conditioning, inheritance, and the holding place we make for the uncanny Orbs in the context of UFOs, fae, and consciousness Conscious plasma :) Different witnesses, different filters/stations/signals How to learn to see auras (try it at a conference with a white screen behind the speaker) The Genius Loci Two strangers see the same being in the same place, twenty years apart “Your daemon is really driving you” How to actually meet the fae Picking up litter is an offering Thresholds: doorways, dawn and dusk, the line where the beach meets the sea, the transitions in your own life Theosophy and the elemental beings — Blavatsky, Steiner, Paracelsus The London flat haunted by goblins (near a crossroads, near water) Are the fae hitching lifts on trains and trucks? Fairies as emergent phenomena of place (this is what humans are, actually) Part two maybe? (with Mal (and Tom???)) And in the epilogue…on Gods, Ghosts and UFOs A disembodied head in a kitchen window Why you can't tear down a house to make a haunting go away How UFOs are seen so often over a Neolithic burial chamber that locals don't bother to look up anymore ⭐️ JOIN THE MODERN FAIRY SIGHTINGS COMMUNITY ⭐️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/themodernfairysightingspodcast/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're looking for exclusive bonus material, monthly zoom chats with like-minded folks, access to the Discord chat channels, quiet meditation gatherings and meeting other members, join us at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.patreon.com/c/themodernfairysightingspodcast/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ S U P P O R T If you'd prefer to support the Modern Fairy Sightings with a one off donation, you can ‘buy me a coffee' and I'd be very grateful

The AI Build-Out Is Real — And It’s Reshaping How We Invest for Retirement THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES The AI Build-Out Is Real — And It's Reshaping How We Invest for Retirement The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400  |  Air Date: June 6, 2026 Episode Description Something significant is happening in the markets, and it goes well beyond the daily headlines. On this episode of The Tom Dupree Show, host Tom Dupree sits down with in-house analysts James Dupree and Michael Dawahare to examine the accelerating AI infrastructure build-out — and what it actually means for investors who are at or approaching retirement. The conversation covers the bottleneck stocks driving extraordinary gains in data centers and memory chips, Canada's surprise $1 trillion infrastructure pivot, and why software companies like Snowflake and ServiceNow are proving that AI complements rather than kills their business models. The team also addresses the ongoing Iran conflict, what oil futures markets are signaling, and why the sequence of returns — not average returns — is the number that retirement investors should be watching most closely. “Markets don't drift up — conviction is what moves them higher. Right now, the conviction is building around AI infrastructure, and the fundamentals are finally starting to catch up with the story.” Topics Covered AI infrastructure bull case — why the fundamentals are finally catching up with the story Micron, data centers, and the bottleneck theme — the stocks supplying scarce components for the AI build-out Jensen Huang's public endorsement of Marvell Technology — what a declaration like that signals to institutional investors Agentic AI explained — what it means for your phone, your business, and your portfolio Canada's $1 trillion infrastructure pivot — global validation of the AI build-out thesis from an unlikely source Software stocks proving their staying power — how ServiceNow and Snowflake are showing AI and software can coexist How AI is already driving revenue gains — consumer companies reporting explosive results from targeted AI marketing The Iran conflict and oil futures — what prediction markets and WTI pricing are signaling about resolution Sequence-of-returns risk in retirement — why when your portfolio loses matters more than how much it earns on average Dupree Financial Group's in-house research approach — knowing what you own and why, not just riding an index Key Takeaways The AI build-out thesis is getting real-world validation.  PMI data hit a four-year high this week, suggesting genuine economic activity is accelerating alongside AI infrastructure investment — not just market narrative. Bottleneck stocks carry both opportunity and serious risk.  Companies supplying scarce components for data centers have posted extraordinary gains, but volatility cuts both ways. Position sizing and portfolio context matter. Software isn't dead — it's adapting.  Snowflake and ServiceNow are reporting earnings that prove their platforms work alongside AI tools, not against them. Productivity gains, not replacement, is the emerging story. Global capital is aligning behind AI infrastructure.  Canada's sharp $1 trillion policy reversal covering energy, data centers, and defense adds significant international weight to the same thesis driving U.S. markets. How AI gets monetized is still being figured out.  Business-to-business subscriptions and API-based usage models are the most likely path forward, but valuations remain stretched until earnings consistently catch up. Sequence-of-returns risk is retirement's hidden danger.  A portfolio drop in year one of withdrawals — even if markets recover later — can permanently reduce the income your portfolio generates. Dividend-focused portfolios are built to absorb that risk. In-house research is how you truly know what you own.  Dupree Financial Group's analysts study these sectors every day so clients hold positions they understand — not just exposure to the broadest index available. The Iran situation is complex, but markets are pricing in a resolution.  Oil futures for July through September are trading in the $70–$80 range, suggesting the futures market expects the conflict to ease — though the IRGC's fractured structure makes certainty impossible. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at  dupreefinancial.com  under the Radio tab. Schedule a Complimentary Portfolio Review If you're not sure whether your retirement portfolio is built to generate income through market turbulence — or if you're just riding an index fund hoping for the best — we'll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it's working for you. Call:  859-233-0400   |   Visit:  dupreefinancial.com Dupree Financial Group is a Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information presented on The Tom Dupree Show is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Please consult a qualified financial professional before making any investment decisions. The post AI Infrastructure Stocks & Your Retirement Portfolio appeared first on Dupree Financial.

Agentic AI is being misread as a series of separate battles - e.g. Snowflake vs. Databricks, copilots vs. agents, model makers vs. app vendors, etc. We think the real story is that the biggest opportunity in software is converging around who owns the new intelligent client and the AI back end that makes it useful. The new client is the agent-based system of engagement - Snowflake's CoWork & CoCo, Databricks Genie, Microsoft Copilot, Google Gemini Enterprise, ChatGPT/Codex, Claude/Cowork and others. But that client cannot deliver business outcomes without a new back end - what we call a System of Intelligence - that represents a model of the enterprise in terms of its business rules and tacit knowledge. You can't build one without the other. We frame this premise using Clay Christensen's integrated innovation and Jensen's extreme co-design as applied to enterprise software.That is why Snowflake is the focal point for this Breaking Analysis, but not the whole story. Snowflake is not just competing with Databricks anymore. It is now in the same strategic arena as Microsoft, Google, OpenAI, Anthropic, Salesforce, SAP, ServiceNow, Celonis and others - all trying to define where business users, builders and agents get work done, and where the enterprise context that powers that work gets built.

This week, we discuss NVIDIA going consumer, Microsoft Build, and the Anthropic/OpenAI IPO race. Plus, does credit card insurance work? Watch the YouTube Live Recording of Episode 575 Runner-up Titles Who Wins AI? Models vs. Middleware Jensen After Dark Once again, robots Why is this something you talk about in a keynote? Could this have been an app? Defeating Apple, the sword in the stone Your tokens are my margin Prisons, schools and military - what is the Venn diagram? Every enterprise is unhappy in their own way Rundown Nvidia NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI Nvidia's N1X Apple Silicon rival is two years behind Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors Blackstone and Google launch $5B TPU cloud venture with 500MW of AI capacity AI server demand drives staggering revenue growth for Dell and its stock soars Microsoft Build Microsoft Build 2026: Be yourself at work Microsoft Build Live Blog Microsoft admits its "infuriating" floating AI button was a mistake OpenAI and Anthropic Go Public Anthropic Files to Go Public, Setting Stage for Huge I.P.O. OpenAI Prepares to File to Go Public in Coming Weeks How Anthropic Got So Big, So Fast Anthropic and SpaceX compute OpenAI launches new Codex tools for white-collar work OpenAI Hires ServiceNow CMO Colin Fleming to Lead Business Marketing Push Wiz + Anthropic: Claude Enterprise Meets the Security Graph Relevant to your Interests Grafana breach caused by missed token rotation after TanStack attack GitHub Got Hacked. The AI Security Arms Race is Here Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked SpaceX not the behemoth everyone thought Spotify adds AI-powered Q&A and briefing generation features to podcasts Amazon Web Services - Four Years and Out + AWS Fired the One Employee Who Gave a Damn Introducing UniFi 5G Backup AI Generated Summaries WSJ: How I Choose Which Cloudflare Employees to Replace with AI Microsoft open-sources the earliest DOS source code discovered to date Audio-generation app Huxe, founded by former NotebookLM developers, shuts down Bill Gates Spent Years Crafting His Image. Now It's Cracking. How do AI Layoffs Work? Some Speculation. Snowflake to Acquire Natoma to Bring Governed Agentic Access to the Enterprise U.S. companies have an AI problem. Indian IT wants to be the solution Meta to start testing AI subscription services, cheapest plan at $7.99/month Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense What Is a Dickover? Listener Feedback Henning corrects Coté's pronunciation of León. Conferences VMware User Group, Dallas, June 9-11, 2026 WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: The spelled-out intro to neural networks and backpropagation: building micrograd Matt: Boards of Canada: Inferno Aphex Twin - Live in Houston Coté: ElevenLabs, for example Coté's learning Dutch podcast.

In this Freestyle Friday episode, Ryan Dolly and I record straight from the historic Guardian Building in downtown Detroit to talk about life, tech, and data outside the San Francisco bubble. We had an amazing time connecting at the Data in the D town hall and exploring a city undergoing massive revitalization. Detroit was once the Silicon Valley of its time, peaking at nearly 1.9 million residents. Now, the city has a tangible "comeback" energy, moving past its history of empty fields and boarded-up buildings to build something entirely new. We discuss why building a career away from the coasts offers incredible lifestyle advantages, especially if you want to avoid the hyper-focus on AI software tools and work with real-world physical assets like automotive, mobility, and robotics.I'm excited about Detroit's potential and plan to spend more time here.

nFactorial Intelligence - еженедельный обзор новостей из мира стартапов и ИИ На этой неделе разбираем: совет Рэя Брэдбери, как восстановить концентрацию внимания. Ричард Фейнман: влюбись в какое-нибудь занятие и занимайся им. Основатель lululemon: что бы я сказал каждому 25-летнему. Мега-промпт Марка Андриссена для ИИ: ты эксперт мирового класса во всех областях. DeepSeek V4 впервые уходит с Nvidia на чипы Huawei Ascend и открывает внешний раунд при оценке $20-30 млрд, а Дженсен Хуанг на CNBC заявляет, что никто не использует ИИ лучше Meta. Microsoft AI показала сразу семь собственных моделей MAI во главе с MAI-Thinking-1, а OpenAI выпустила голосовую GPT Realtime 2 — на ней уже строят управление компьютером без рук. План Snowflake дойти до $1 трлн, роботы Unitree на America's Got Talent и подборка идей про найм, фокус и письмо от Пола Грэма, Тома Блумфилда и Гарри Тана.   Рекомендации Следующая встреча nFactorial Club 21 июня в 9:00 онлайн - https://hi.nfactorial.club/ nFactorial Teens: 2-недельный летний лагерь по вайб-кодингу для школьников в Алматы (11-16 лет). Цель: создание своего оригинального веб-приложения или веб-игры - https://courses.nfactorial.school/teens

Send us Fan MailGabe and I dig into Shiny Hunters and why the scariest cyberattacks now look like ordinary logins instead of dramatic break-ins. We map how credential theft, social engineering, and SaaS data exports turn basic security hygiene into the difference between a close call and a headline. • Shiny Hunters' scale, loose structure, and why takedowns rarely stick • Why ransomware and extortion keep growing as a business model • How the tactics evolve from Microsoft 365 and developer creds to SaaS platforms like Salesforce • Credential stuffing, vishing, and smishing as “low-friction” intrusion paths • The Snowflake-style failure mode of missing MFA and weak password practices • Password reuse and how consumer breaches can cascade into enterprise access • Data retention and why old records increase privacy risk • Vendor risk and the shared responsibility model for identity and data • Practical steps that improve security without relying on perfect users If you guys have not been to our website, theproblemlounge.com, check it out. Got some new blogs up there. Sign up for the newsletter. Support us, follow us. Let's get this out to more people. Support the show

Realities Remixed, formerly known as Cloud Realities, launches a new season exploring the intersection of people, culture, industry and tech.Life sciences are at a turning point, where scientific innovation, regulatory pressure, and patient expectations collide with unprecedented advances in data, AI, and digital platforms. IT is no longer a supporting function but a critical driver of how therapies are discovered, developed, scaled, and delivered safely and at speed.This week, Dave and Rob kick off the Life Sciences mini‑series with Thorsten Rall, Global Industry Lead for Life Sciences at Capgemini, to exploring the current state of the sector, the key themes shaping the episodes ahead, and what it takes to drive better patient outcomes. TLDR00:30 – Introduction to Life Sciences and co‑host Thorsten Rall04:37 – Hang‑out: Navigating Waterloo Station07:50 – Deep dive with Thorsten Rall into the Life Sciences landscape28:03 - What are the main challenges in the sector and main themes45:31 – BBQ season is starting HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/with co-host Thorsten Rall: https://www.linkedin.com/in/thorsten-alexander-rall-b232185/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

The Information's San Francisco Bureau Chief Jason Dean talks with TITV Host Akash Pasricha about Meta's internal plans to charge up to $200 a month for its premium AI agent, Hatch. We also talk with Helion Energy Founder and CEO David Kirtley about the nuclear fusion company's new $465 million funding round at a $15.5 billion valuation, Netskope CEO Sanjay Beri about the cybersecurity market's growth deceleration and using Anthropic's Mythos model to spot code vulnerabilities, and Snowflake Chief Data and AI Officer Anahita Tafvizi about the enterprise launch of its newly rebranded CoWork and CoCo tools. Finally, we get into the systemic shift from open academic research to closed frontier AI laboratories with our Applied AI reporter Laura Bratton.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/billionaire-databricks-perplexity-co-founder-pitches-ai-researchers-work-big-techhttps://www.theinformation.com/articles/fusion-startup-helion-nearly-triples-valuation-15-5-billion-thrive-led-roundhttps://www.theinformation.com/articles/meta-looks-charge-200-month-planned-hatch-ai-agentSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Meta's $200/Month AI Agent Hatch08:26 - Helion Energy Raises $465M for Fusion16:10 - Netskope CEO on AI Growth & Anthropic Mythos27:36 - Snowflake Launches CoWork and CoCo AI Tools34:26 - Databricks Co-Founder on Open AI Research

Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

I chat with Chad Andro from the excellent Radical Elphame Podcast and companion substack at https://thefoliatehead.substack.com/ and his Patreon https://www.patreon.com/cw/RadicalElphame. We discuss Communications with fairies and spirits which arise in words and images  Engaging with spirituality and fear as a child Overwhelming spiritual experiences  The framework he has learned and its application to more difficult experiences What it's like to balance being a parent finding time for personal practice  Writing as an offering His advice on how folks could start engaging with these worlds On the EXCLUSIVE FULL LENGTH version on TMFSP Patreon: Chad discusses his organic winemaking business near Mount Shasta and describes how his spiritual and ritual practice feed into that for his clients and the kinds of energies that arise in relation to the wine production. We also get into what it was like to discover Wicca growing up  in the nineties and how he instead chose a Trad Witchcraft and animist route. Chad will also be joining us soon on TMFSP Patreon for a private chat Come and support the Show and meet like-minded others

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

- Huawei's Tau Scaling, LogicFolding: breakthrough or brilliant positioning? - China's new tech disclosure strategy continues - Wafer-scale chips in China? - Snowflake's $6B AWS deal and what it says about AI inference demand - The Return of CPU Computing - NVIDIA's CPU-only Vera-based Supercomputer and the rise of agentic AI infrastructure - OpenAI math breakthrough and what it says about AI-assisted discovery [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260601.mp3"][/audio] The post HPC News Bytes – 20260601 appeared first on OrionX.net.

BONUS: How AI Is Reshaping Software Teams From the Inside — Lessons From Google, Meta, and Snowflake In this episode, Dwarak Rajagopal — VP of AI Engineering and Research at Snowflake — shares what he's seeing firsthand as AI agents become part of the software development process. From compressed sprint cycles to automated standups across time zones, Dwarak draws on two decades of building AI infrastructure at Google, Meta, Uber, and Apple to show what's actually changing inside engineering organizations today. From Compiler Engineer to AI Leader — The Thread That Connects Two Decades "In AI, the hardest part isn't just the models itself, it's making them work in real environments where data is messy, fragmented, and governed."   Dwarak started his career as an open-source GCC compiler engineer over two decades ago, optimizing hardware performance. He moved into graphics at Apple, then pivoted to AI when AlexNet started running on GPUs around 2011-2012. From there, he built autonomous driving software at Uber, led Meta's PyTorch core framework team bridging research and production, and at Google led AI Frameworks including getting Gemini training on TPUs. The common thread: always working at the intersection of research and production, making powerful technology work in the real world. That focus on real-world application is what drew him to Snowflake — where enterprise data meets AI at scale. AI Is Changing What Engineers Actually Do All Day "Engineers are spending more time on system design, validation, production reliability — and less time doing the implementation itself, because AI is helping that."   The shift Dwarak sees is concrete: AI is accelerating development, but the real value comes when it's grounded in enterprise data and context. At Snowflake, teams use tools like Cortex Code, Snowflake Intelligence, and other LLMs to generate code and tests faster — because the friction cost of development has dropped dramatically. Customer example: Whoop, the fitness band company, used Cortex Code with conversational data assistance and agents to reduce development cycles from weeks to hours, freeing teams to focus on high-value work. The End of "This or That" — Try Both, Kill Fast "There's a lot more choices now. You don't have to think about this versus that. Do both and then figure out what is the best."   One of the most practical shifts Dwarak describes: teams no longer need to commit to one architectural approach upfront. Because AI reduces the cost of building, teams can pursue two designs in parallel and evaluate both. A concrete example: instead of choosing a cross-platform framework like Flutter or React Native for a mobile app, Snowflake's teams now build native iOS and Android apps simultaneously — one human-led, the other agent-built — at roughly the same speed. But this creates a new challenge: teams have to learn to kill projects faster. When you can build more, you also discard more — and engineers need to detach from "their baby." Smaller Teams, Bigger Output — The Cross-Functional Shift "You could build multiple products now faster with different smaller teams. One back-end person, one front-end person — build vertically end-to-end."   Dwarak's teams moved from functional structures (separate backend, frontend, and feature teams) to project-based teams that own the full vertical stack. This isn't theoretical — Snowflake Intelligence was built this way. The result: fewer dependencies, faster delivery, more products in parallel. The tradeoff is coordination cost — more things running in parallel means more decisions to synchronize. Recruiting Has Fundamentally Changed — Systems Thinking Over Syntax "We used to ask an engineer to code a specific search algorithm. Now we ask them to build a whole search system within an hour."   Dwarak is clear: fundamentals matter more than ever. Systems thinking, judgment, the ability to work with complex data and production systems — these are what hiring evaluates now. AI handles execution; humans need to define problems clearly and ensure systems behave at scale. For junior engineers, the news is encouraging: onboarding is faster because team-specific skills are codified and shared, and the barrier to building end-to-end systems has dropped. "Learning by building is more true than ever now." Monday Planning, Friday Demos — The Compressed Sprint "You basically decide what to do on Monday, and you're testing together as a team on Friday and getting the feedback for the next week."   Daily work has transformed at Snowflake. The traditional multi-week sprint has compressed to a single week: Monday planning, Friday team demos and testing. Standups still happen — but faster, sometimes multiple times per day. For distributed teams across Bay Area, Seattle, and Poland, an automated skill scans each day's code changes and posts a summary in a shared Slack channel — so the next timezone knows exactly what happened without waiting for a meeting. This solves one of the oldest problems in distributed development. The Road to Lights-Out Codebases — Governance, Observability, Reversibility "Can agents take actions? Which of these actions cannot be taken back? You need the concept of committing actions or rolling back."   Building on the "lights-out codebases" concept from Philip Su's episode, Dwarak agrees the direction is clear — agents are already writing more code than humans in some contexts. But enterprise adoption requires governance, observability, traceability, and reversibility of agent actions. The shift from "AI as a tool" to "AI as part of the system" is happening now, with the focus moving from getting answers to enabling actions at scale. What Most People Get Wrong About AI in Software "It's very easy to build prototypes, even end-to-end systems. But it's very hard to get it working in enterprises where the data is so messy."   The gap between demo and production is where most organizations hit the wall. Enterprise data is scattered across invoices, factory outputs, and dozens of systems — combining it meaningfully for AI to generate insights and actions is the real challenge. This is different from the "AI will replace developers" narrative. The bottleneck isn't code generation; it's data integration, governance, and controlled execution at scale. About Dwarak Rajagopal Dwarak Rajagopal is VP of AI Engineering at Snowflake, where he leads the Cortex AI and AI Research teams. Before Snowflake, he led Google's AI Frameworks and On-Device ML teams (including Gemini), ran Meta's PyTorch Core Frameworks team, and built autonomous driving software at Uber. Two decades of shipping AI at the companies that define the field.   You can link with Dwarak Rajagopal on LinkedIn.  

Dell Technologies (DELL), Snowflake (SNOW) and Micron (MU) led the market higher after blockbuster earnings, massive wins, and continued AI driven momentum. Dell soared on strong guidance, Snowflake rallied on accelerating growth, and Micron surpassed the $1 trillion market cap.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

It's been a few months on the road, bouncing through San Francisco a bunch, across Asia and Europe, and a quick stop in Detroit. In this audio-only Freestyle Friday I unpack what I've been seeing out there. If I had to pick one word for the mood worldwide, it's uncertainty: energy and supply shocks rippling out of the Middle East, fuel and resource shortages, flights getting canceled with no notice, and AI scrambling the playbook for vendors, practitioners, and leaders alike.I get into why so many data tooling companies are quietly having existential conversations, how Atlan tore its product down to rebuild AI-native (a full conversation with Prukalpa is coming next week), and a fun experiment I shipped this week with DuckDB Quack.I also dig into the split I keep seeing: senior practitioners getting superpowers while juniors face a brutal job market, leaders being asked to do far more with less, and why I think the industrial-age org chart is finally on its way out.Plus some personal updates: the new book is now targeting late July and a companion course is on the way.Finally, I'm mixing audio and video formats going forward (Freestyle Friday will probably be mostly audio), the Practical Data Community newsletter is live, and there's a Salt Lake City conference brewing for late January. Lots in the hopper...------------------This episode is sponsored by Revefi, who gives you full cost and performance visibility for Snowflake by warehouse, user, and workload. One team cut Snowflake costs ~50% across 711 warehouses in under 48 hours. Book a demo at revefi.com/demo.------------Timestamps0:00 — Intro & travel recap — Sets the stage: months of globe-trotting across Asia, Europe, and the US1:10 — Global uncertainty & resource scarcity — Fuel/water shortages in Southeast Asia, flight cancellations in Europe, ripple effects of geopolitical tensions5:30 — AI dominates every conversation — The #1 topic at conferences worldwide; vendors facing existential questions and forced to rethink everything (Atlan pivot, DuckDB agent idea)10:14 — AI's impact on workers at every level — Senior practitioners gaining superpowers, juniors worried about jobs, leaders expected to do more with less17:51 — Key takeaway: everyone feels behind — Even top AI insiders are uncertain; give yourself grace, upskill, and consider building something for yourself20:38 — Announcements — Book drops July 27th, course coming, Practical Data Community Newsletter live, fall travel schedule (London, Paris, possible Salt Lake City conference)

Everyone says AI is taking jobs. The data says something more complicated.In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed unpack the growing panic around AI-driven job losses, why junior hiring is falling across many industries and whether AI is actually the culprit.They explore new research suggesting remote work may be having a bigger impact on entry-level employment than AI, discuss the UK's record number of young people not in employment, education or training and examine what the data really shows about automation and labour markets.They also cover Anthropic's latest model release, the rise of AI application-layer companies, Europe's sovereignty debate, the economics of AI infrastructure and a zero-employee AI company that just raised $30 million.Topics coveredIs AI really replacing workers?Why junior hiring is fallingWhat the data says about AI and employmentAnthropic's rise and Opus 4.8Why the AI application layer is winningEurope's tech sovereignty dilemmaThe zero-employee AI company phenomenonAI infrastructure beyond GPUsTimestamps(00:00) The rise of the zero-employee AI company(04:50) Why AI applications are becoming more valuable(09:00) AI infrastructure moves beyond GPUs(16:00) Snowflake, Salesforce and enterprise AI adoption(24:00) Anthropic's latest model and valuation surge(27:00) Europe's sovereignty dilemma(33:00) The $30 million zero-employee AI startup(35:45) Is AI actually taking jobs?(38:00) What the data says about junior hiring(41:00) Why AI may not be the main cause(46:00) Predictions: which AI unicorn could fail next?(48:00) Deal of the week: Cognition and DevinFor more European venture, AI and startup insights, subscribe to EUVC, the home of European tech.

The stock market is back at all-time highs, with the Dow, S&P 500, and Nasdaq all closing at new records. The S&P 500 also posted its 9th straight week of gains, but as exciting as this moment feels, it is important to remember: this too shall pass.In this Friday market recap, James breaks down why investors should avoid getting too emotional when markets are up or down, how the AI revolution is still driving this market cycle, and why this moment could be compared to major periods of innovation like the railroad, the internet, and other major technology shifts.We also cover the big moves of the week, including Snowflake's huge gains, Costco's decline, weakness across most of the Magnificent 7 outside of Microsoft, crude oil moving lower, and the 10-year Treasury yield closing lowering to around 4.4% helping investors take a more risk on approach to the market.James also discusses whether it may be time to take profits in major winners like Western Digital, SanDisk, and Micron, plus what massive potential IPOs like SpaceX, OpenAI, and Anthropic could mean for the market. If these companies go public, money has to come from somewhere, and that could create a major shift in where investors are allocating capital.The AI story is still the main driver of this market, but record highs can also bring new risks, new emotions, and the possibility of a pullback. The key is staying disciplined, investing in progress, and understanding that markets are always moving in cycles. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Jon, Matt, and Travis start the episode by talking about Snowflake's latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment's acquisition of Caeser's Entertainment. Jon Quast, Matt Frankel, and Travis Hoium discuss: -Snowflake's latest quarter -Cloud computing versus AI software -Plunging demand for mortgage refinancing -Caeser's sale to Fertitta Entertainment -The sneaky potential benefit to VICI Properties Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar's Entertainment (CZR), VICI Properties (VICI) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A post-earnings pop in Snowflake sends the software ETF to its highest level since late January, but can the rally keep its momentum? Plus Joe Lavorgna, a one-time advisor to the Trump administration is calling for 100bp of rate hikes this year. He lays out his reasoning.  Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snowflake stock surges as the cloud-software company reports strong earnings and strikes a $6 billion deal with Amazon. Plus: Shares of Hormel Foods, whose brands include Planters, Skippy and Spam, soar amid strong quarterly results. Alexis Green hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS.  On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, we note the very different outcomes for the two admittedly very different software names Salesforce and Snowflake as both reported earnings after the close yesterday. Elsewhere, insane volatility for Marvell in yesterday's session ahead of its own earnings report after the close - are the wheels coming off a bit here for chip names.  Also, Gold needs to take a stand here or else, plenty on macro and FX and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Michael Burry points out that VC has gone whole hog in AI, similar to the situation in 2000 with TMT bubble. Acquired put out a four-hour episode on the fascinating history and phenomenon that is Ferrari - these guys are great.  FT with an exclusive on Ukraine turning the tables in its war with Russia - amazing innovation and rates of production for their at least partially homegrown tech. Stratechery with a brief discussion (paywall) of the SpaceX IPO, both quite dismissive in some ways, but also surprisingly supportive of the idea that space-based data centres could be a thing. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.  

Oil prices remain surprisingly muted despite months of disruption in the Strait of Hormuz, but energy markets may be running out of time before low inventories become a much bigger problem.Chuck Zodda and Mike Armstrong break down why crude oil has not surged as much as many expected, how China and the U.S. may be helping offset lost Middle East supply, and why major producers are warning that inventories could soon reach dangerously low levels. They also discuss new inflation data, why the Fed may still have little room to cut rates, signs that the labor market is stabilizing, and how the AI economy continues to drive growth through major cloud and semiconductor spending.The show also covers Snowflake's $6 billion deal with Amazon, Salesforce's struggle to prove its AI strategy can defend future growth, and Boston's logistical headaches as the World Cup approaches.

#359 | Dave sits down with Casey Patterson, Director of ABM at Snowflake, to talk about what ABM actually looks like inside one of the biggest companies in enterprise software. Casey breaks down how she cold LinkedIn messaged her now-boss Hillary to get her ABM decks reviewed before ever working together, why ABM works best when marketing stops thinking about credit and just focuses on helping sales get into accounts, and how she's thinking about the shift from traditional ABM plays to agent-driven ABM. They also get into geo-fenced out-of-home advertising, one-to-one field marketing plays, and why the future of ABM looks more like Netflix than a campaign calendar. Plus a surprisingly good tangent on finding mentors and how to actually get one.Timestamps(00:00) - - How Casey cold LinkedIn messaged her way into a mentorship (08:42) - - What a mentor actually is and how to find one (15:41) - - Why delusional confidence is underrated in marketing (20:12) - - The crux of ABM: sales alignment or nothing (23:19) - - ABM is not running digital ads to a list of accounts (28:44) - - How Casey thinks about running a team of 23 ABM marketers (31:39) - - A real ABM play: field event, OOH, gifting, and email at once (40:52) - - How to figure out the right number of accounts to target (45:53) - - Agent ABM: the three phases Casey is building toward (49:09) - - The future of ABM: reaching people in their preferred channels (51:11) - - How Dave uses AI to write his newsletter (57:54) - - The bull case for marketers in the age of AI Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Brought to you by:Optimizely - A no-code AI platform where autonomous agents execute marketing work across webpages, email, SEO, and campaigns. Learn how to deploy agents on your marketing team at Agents in the Mix. Learn more at optimizely.com/exitfive. Vector - A contact-level ads platform that lets you build audiences from actual people on your site, clicking your ads, and checking out your competitors. Learn more at vector.co, and get their new MCP server by clicking here. Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.Join us in Stowe, Vermont for Drive 2026 - three days away from your desk to learn what's working in B2B marketing from the people who are actually doing it. Grab your ticket at exitfive.com/drive.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

AI continues to dominate the stock market as investors brush off U.S.-Iran fears in favor of earnings strength. Kevin Green remains skeptical of the move with energy headwinds still present, but for now, believes the trend remains strong. On the latest earnings, KG touches on Snowflake's (SNOW) massive rally thanks to a new deal with Amazon's (AMZN) AWS. Marvell (MRVL) also beat while Salesforce (CRM) struggled after earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Snowflake Inc. shares jumped after the software maker gave a stronger-than-expected annual outlook and signed a $6 billion multiyear agreement to use Amazon’s cloud services and chips. Snowflake CEO Sridhar Ramaswamy joins Bloomberg Tech's Caroline Hyde to discuss the results.See omnystudio.com/listener for privacy information.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcSnowflake just absolutely ripped the market apart after earnings, and honestly… this is the kind of move traders dream about catching early. We're talking about a monster gap up after announcing a massive AWS deal, raising guidance, and completely blowing past expectations. Meanwhile, OVTLYR had already flashed a buy signal weeks before the explosion happened.But here's where things get really interesting…While tech stocks are heating up hard, there are some weird signals showing up underneath the market right now. The S&P 500 and Nasdaq still look bullish on the surface, but fear and greed data is starting to tell a different story. That's the stuff most traders miss.In this breakdown, we're looking at the stocks and sectors getting real momentum right now:✅ Snowflake going full beast mode after earnings✅ Navitas Semiconductor flashing fresh bullish momentum✅ Groupon, Spotify, and Meta setting up strong✅ Carnival Cruise Lines quietly turning around✅ Energy stocks like Exxon and Chevron starting to crackThere's also a look at meme stock momentum coming back with AMC and BlackBerry making noise again.If you're trying to stay ahead of the next big move instead of reacting late, this is the kind of market breakdown you need in your routine.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

The former Labour health secretary Alan Milburn has delivered his landmark report into youth inactivity, revealing that the number of young people not in education or employment is poised to rise by nearly a third to more than 1.25 million over the next five years.Camilla and Jacob Rees-Mogg speak to the headteacher of St Thomas the Apostle in Peckham - Serge Cefai - who says that the younger generation are inclined to hide behind mental health “excuses” and try to “game” the welfare system rather than take responsibility and find work.Elsewhere, Telegraph Political Editor Tony Diver reveals how Peter Mandelson was texting Cabinet Ministers with “unsolicited advice” whilst he was serving as US Ambassador.We want to hear from you! Email us at thedailyt@telegraph.co.uk or find @dailytpodcast on TikTok, Instagram and X► Sign up to our most popular newsletter, From the Editor. Look forward to receiving free-thinking comment and the day's biggest stories, every morning. telegraph.co.uk/fromtheeditorProducer: Emma WilliamsSenior Producer: John CadiganExecutive Producer: Charlotte SeligmanVideo Producer: Will WaltersStudio Operator: Meghan SearleEditor: Camilla TomineyHighlightsThe younger generation need to stop hiding behind "mental health excuses"How Peter Mandelson was trying to influence Government whilst he was US Ambassador Hosted on Acast. See acast.com/privacy for more information.

Realities Remixed, formerly known as Cloud Realities, launches a new season exploring the intersection of people, culture, industry and tech.Today's most pressing challenges arise from the collision of rapid technological change with deepening economic inequality, weakening democratic systems, geopolitical instability and accelerating climate pressure, leaving world leaders wrestling with how to govern and solve these deeply interconnected crises.This week, Dave, Esmee and Rob are joined by Dex Hunter-Torricke, Founder & President The Center for Tomorrow to explore how tech can solve world macro issues. TLDR00:33 – Introduction00:40 – Hang out: The Boys on Amazon Prime final episode (spoilers) 06:02 – Dig in: How to solve world macro issues? 07:45 – Conversation with Dex Hunter-Torricke 44:52 – Writing a book and meeting world leaders GuestDex Hunter-Torricke: https://www.linkedin.com/in/dextb/https://www.centerfortomorrow.com/ HostsDave Chapman:  https://www.linkedin.com/in/chapmandr/Esmee van de Giessen:  https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan:  https://www.linkedin.com/in/rob-kernahan/ ProductionMarcel van der Burg:  https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman:  https://www.linkedin.com/in/chapmandr/ SoundBen Corbett:  https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett:   https://www.linkedin.com/in/louis-corbett-087250264/ 'Realities Remixed' is an original podcast from Capgemini

D.A. Davidson's Gil Luria and BEP Research's Ben Pouladian talk with TITV Host Akash Pasricha about Snowflake's accelerating revenue growth and Salesforce's disappointing Q2 guidance. We also talk with The Information's Apple reporter Aaron Tilley about Apple's strategy to shrink Google Gemini models onto devices, and Microsoft reporter Aaron Holmes about the company's plan to release homegrown coding models to protect GitHub Copilot from competitors like Cursor.Articles discussed on this episode: https://www.theinformation.com/articles/apple-renew-push-ai-runs-devices-instead-cloudhttps://www.theinformation.com/articles/meta-launches-new-enterprise-push-boost-business-adoption-ai-toolshttps://www.theinformation.com/newsletters/ai-agenda/microsoft-release-new-coding-model-next-week-comeback-attemptSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Snowflake Shares Jump as AI Product Adoption Grows08:04 - Salesforce Earnings Reaction and M&A Strategy12:48 - Meta Launches New Enterprise Push & Paid AI Chatbot Subscriptions23:03 - Apple to Renew Push for AI That Runs on Devices28:26 - Microsoft to Release New Coding Model

Market update for May 28, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce beat on earnings but the stock barely moves Snowflake pops on a blowout quarter and a $6B Amazon dealFun fact: just 10 companies now make up almost 40% of the entire S&P 500

Investors parse a critical wave of software earnings and shifting market leadership. Adam Crisafulli of Vital Knowledge breaks down the market's latest theme and explains what strong software results could mean for the broader rally. Our Leslie Picker reports on Jamie Dimon's latest comments around succession planning and what they signal for Wall Street leadership. Salesforce, Snowflake, HP, Marvell and Synopsys all report earnings giving investors a fresh read on enterprise spending, AI demand and infrastructure growth. Brent Thill of Jefferies reacts to the software results and explains where the sector goes next. Plus, the sharp drop in Zscaler and what it says about cybersecurity stocks and investor expectations with Evercore's Peter Levine. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Luke Ambrosetti, Principal Industry Architect for Marketing at Snowflake, unpacks what actually makes a marketing stack AI-ready. Hitting on topics like data ownership, semantic layers, and addressing core concepts like business alignment, this conversation explores why modern marketing teams need more than dashboards to make AI useful at scale. SHOWPAGE: www.ninjacat.io/blog/wgm-podcast-the-ai-ready-marketing-stack  © 2026, NinjaCat

Dave Nicholson breaks down notable tech earnings today including Salesforce (CRM), Snowflake (SNOW) and Marvell (MRVL). He says it's hard to think Salesforce will be on the decline long-term as they create an agentic AI platform. Dave calls Snowflake "another canary in the coal mine for agentic AI." In hardware, Dave makes the case that Marvell is in the center of the hardware trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dr. Vic Shane discusses his lifelong experiences with out-of-body travel and encounters with dark entities. In the full length version on Patreon we discuss the influence of Joseph Campbell's concept of The Hero's Journey and Vic shares two extraordinary personal gnostic experiences involving deep realisations. He describes how one final significant confrontation with a large dark entity was transformed by love and recognition that we are all one. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/themodernfairysightingspodcast/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Shownotes Vic's Website http://vicshayne.com/ Observations of a Reluctant Mystic (book) https://amzn.eu/d/0d8HYihP Song of The Dark Man by Darragh Mason https://www.amazon.com/Song-Dark-Man-Witches-Crossroads/dp/1644119099 ⭐️ JOIN THE MODERN FAIRY SIGHTINGS COMMUNITY ⭐️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/c/themodernfairysightingspodcast/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're looking for exclusive bonus material, monthly zoom chats with like-minded folks, access to the Discord chat channels, quiet meditation gatherings and meeting other members, join us at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.patreon.com/c/themodernfairysightingspodcast/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ S U P P O R T If you'd prefer to support the Modern Fairy Sightings with a one off donation, you can ‘buy me a coffee' and I'd be very grateful

With the wife out of the house and the hounds egging him on, Jonah Goldberg is hyped up on 5-Hour Energy and ready to talk for four hours straight about 1930s isolationism. However, understanding that some of our dear listeners lack the constitution for such a strenuous journey, our talented sound editors have reduced Jonah's rumination to a more digestible size. Join Jonah as he skips through America the Sandwich, Trump's slush fund, impeachment, the control-f presidency, whataboutism, John T. Flynn, antisemitism, Charles Lindbergh, the women's history museum, channel surfing, The Walking Dead, the broken windows theory, and the decline of late-night television.  Show Notes: —Sandwiches in Baltimore  —Friday's Dispatch Podcast —AO's first episode on the slush fund —AO's second episode on the slush fund —Jonah's Los Angeles Times column —Jonah's eulogy for his brother —Right Turn: John T. Flynn and the Transformation of American Liberalism —Prophets on the Right: Profiles of Conservative Critics of American Globalism —Jonah's Flynn G-File —The Myth of Left and Right: How the Political Spectrum Misleads and Harms America —Helen Lewis Remnant —Jonah's underrated second book —Tyler Austin Harper Remnant Buy your tickets here to see a live taping of The Remnant with Jonah Goldberg and Sarah Isgur. How to access your members-only Remnant feed. The Remnant is a production of ⁠The Dispatch⁠, a digital media company covering politics, policy, and culture from a nonpartisan perspective. To access all of The Dispatch's offerings—including the Saturday Ruminant, audio versions of all our articles and newsletters, and Jonah's twice-weekly G-File—⁠click here⁠. Instructions on how to set up your members-only feed can be found here, and if you'd like to remove all ads from your podcast experience, consider becoming a premium Dispatch member ⁠by clicking here⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the world, like Harvey, Factory to build the best sales teams in a world of AI.    Chris Degnan is a legendary technology sales leader who achieved the historic feat of scaling Snowflake from $0 to $4BN in ARR.  AGENDA: 00:00 – The $100M CRO Packages Nobody Believes Are Real 04:10 – Why Most "Elite" Salespeople Are Actually Just Order Takers 08:00 – The Secret to Hiring Killer Sales Talent at Early-Stage Startups 10:05 – 20x Quotas & The Death of Traditional Pipeline Generation 16:20 – The ARR Scam: Why Most AI Revenue Numbers Are Fake 17:45 – Why the Best Engineers Do Not Want to Be Forward Deployed Engineers 21:10 – Why Paying Everyone the Same Kills Great Sales Organisations 24:15 – Anthropic's Crazy Compensation Is Breaking the Entire Sales Market 29:00 – The Brutal Truth About Replacing CROs & Firing Sales Leaders 32:20 – Forecasting in AI Is Completely Broken 38:20 – The Fatal Mistake Founders Make Chasing Venture Valuations 39:40 – Why Most VCs Give Absolutely Terrible Sales Advice 42:10 – Global Sales From Day One: The New AI Go-To-Market Playbook 44:15 – "Anthropic Is a $5 Trillion Company" 47:40 – The Death of the Traditional SDR & The Rise of Full-Stack AI Sellers 49:00 – Consumption Pricing, Vertical AI & Why SaaS Is Getting Rewritten 52:00 – What the Best Sales Cultures Still Get Right in the AI Era    

In this episode, Dr. K is joined by streamer Lacy (Nick) to explore the psychological "city" built by content creators and the hidden traps of professional success. They discuss how to break the cycle of self-punishment and transition from a life of "achieving" to a life of "living". What to expect in this episode: Mental Hardening Through Physiology: Why relaxing isn't always the answer; Dr. K explains how tensing the body through specific asanas (like the tree pose) can help "harden" a permeable mind against external bullying and judgment. The "Cuck Chair" of Isolation: A deep dive into the psychological state of watching life pass you by while stuck behind a screen, and the specific pain of being "nobody's best friend" in a social group. Toxic Fuel and Achievement: How high performers often use guilt and self-hatred as a fuel source to avoid sliding back into their "old selves," effectively turning their success into a "toxic fuel cycle" that prevents true happiness. Persona vs. Authentic Self: Lacy shares the fear that people only love the "Lacy" version (the successful winner) while the "Nick" version (the 300 lb kid) remains fundamentally unloved and unseen. The Snowflake and the Avalanche: A psychological explanation for why a single hateful comment can ruin a creator's day, exploring how individual "snowflakes" of hate combine into an emotional avalanche that the human brain did not evolve to process. Control vs. Futility: Practical advice on how to stop trying to change the "delusional" perceptions of others and instead focus exclusively on your own effort and the internal domain of your own mind. The 6-24-12 Breathwork Practice: A high-difficulty training exercise (6 seconds in, 24 seconds hold, 12 seconds out) designed to manipulate the parasympathetic nervous system and force the mind into a state of present-moment contentment. Archetypes of Connection: A look behind the scenes at Dr. K's new Guide to Love, Sex, and Relationships, including the five community personas like the "Nervous Novice" and "Forever Alone Alvin" used to build the guide's curriculum. Life vs. Living: Why regret comes from not doing enough rather than failing, and how to find the "eye of the storm" to remain centered regardless of external tragedy or success. Dr. K's NEW Guide to Love, Sex, & Relationships is here! Order now: https://bit.ly/4dO3x0VHG Coaching : https://bit.ly/46bIkdo Dr. K's Guide to Mental Health: https://bit.ly/44z3SztHG Memberships : https://bit.ly/3TNoMVf Products & Services : https://bit.ly/44kz7x0 HealthyGamer.GG: https://bit.ly/3ZOopgQ Learn more about your ad choices. Visit megaphone.fm/adchoices