Podcasts about snowflakes

The business press loves a simple story. A new product launches, a stock drops, a company stumbles, and the headlines write themselves. But what gets lost in that noise is the deeper logic driving these events, the category design lens that explains not just what happened, but why it matters. From the Apple Fold to the so-called SaaS apocalypse to Nike’s staggering collapse, the real stories are hiding just beneath the surface of what most journalists choose to cover. This episode of The Pirate Street Journal breaks down three major business topics through that lens. Christopher, Eddie, and Bri take a hard look at the week’s most important business news and share what the Wall Street Journal and the rest of the mainstream press consistently miss. The result is a faster, sharper, and more honest read on how business actually works. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   Apple Fold: Seven Years Late and Still Winning Apple entered the foldable smartphone category with the iPhone Duo at a starting price of $1,999, seven years after Samsung launched its first foldable in 2019. The category has actually been shrinking, with shipments down 15% in the first half of the year. Yet analyst firm IDC projects Apple will capture 44% of all foldable revenue in 2026, before the device even has ten weeks on shelves. The pricing strategy here is no accident. By launching a $2,000 to $3,000 device alongside modest $100 price increases on its Pro lineup, Apple made those increases feel minor by comparison. This is a well-worn Apple Playbook: enter late, enter premium, and use design and ecosystem to cement a category that others started but could not scale.   Tim Cook’s Legacy and the AI Problem Apple Cannot Ignore Tim Cook took over Apple when its market cap sat just below $400 billion. Fifteen years later, that number has grown to approximately $4.5 trillion, an addition of $4 trillion in market value by a non-founder CEO. That run is arguably the most impressive in modern business history, yet the business press has largely failed to frame it that way or even acknowledge it plainly. The caution flag, however, is real. John Turnus is a hardware executive stepping into the top role at a moment when the defining battle in tech is being fought in AI and software. Siri continues to underperform against competitors like Claude, ChatGPT, and Grok. Apple’s greatest asset in the AI race is consumer trust, but trust alone will not build the context layer that makes AI outputs meaningful and reliable.   The SaaS Apocalypse That Never Came and What It Actually Reveals When AI coding tools from Anthropic and OpenAI exceeded expectations earlier this year, investors panicked and Salesforce stock dropped roughly 30%. The narrative was simple: if AI can write software, enterprise SaaS is finished. Then the earnings reports came in. Salesforce beat numbers and raised its outlook. ServiceNow, Workday, and Snowflake all came in strong, crediting AI as a driver rather than a threat. What the panic missed is that enterprise software companies are sitting on decades of proprietary intellectual capital. That data, combined with the context and meaning built around it, is exactly what AI needs to produce trusted business outcomes rather than generic responses. No broad-based large language model can replicate 40 years of domain-specific knowledge overnight, and enterprises are not switching vendors when they have one clear partner to hold accountable for results. To hear about the topics in this week's The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X, LinkedIn, and subscribe on Apple Podcast / Spotify!

Topics covered in this episode: Pandas Should Go Extinct Pydantic-pint puts real-world units in your Pydantic models How Libraries Run Rust Inside Python (With PyO3) AWS acquires DuckLabs Extras Joke Watch on YouTube Sponsored by Logfire from Pydantic: pythonbytes.fm/logfire Connect with the hosts Michael: Mastodon / BlueSky / X / LinkedIn Calvin: Mastodon / BlueSky / X / LinkedIn Show: Mastodon / BlueSky / X Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Tuesday at 7am PT. Older video versions available there too. Finally, if you want an artisanal digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Calvin #1: Pandas Should Go Extinct Pandas' slowness pushes teams toward "Big Data" tools (Spark, Databricks) they don't actually need — most workloads never hit true Big Data scale Amazon Redshift telemetry: ~95% of tables are under 100GB, ~87% of queries touch 80GB or less — that's "Medium Data," not Big Data Polars and DuckDB fill that gap: single-machine, fast, no cluster required 1 Billion Row Challenge benchmark: Pandas took 4m28s vs. Polars 5.04s and DuckDB 5.19s — DuckDB also used 19x less memory On a real-world NYC taxi dataset (3GB parquet), pure DuckDB ran 2x faster than pure Pandas while using a fraction of the RAM Bonus: Apache Arrow lets you pass data between Pandas/Polars/DuckDB with zero copying, so trying them out doesn't mean a full rewrite Michael #2: Pydantic-pint puts real-world units in your Pydantic models Pydantic-pint bridges Pydantic and Pint so models can validate physical quantities like 4m or 12 meters instead of bare floats. Fields annotated with PydanticPintQuantity parse user input, convert between compatible units, and serialize quantities back out as strings. That closes a real gap for anything consuming API payloads, config files, or sensor data with measurements, letting you enforce units at the validation boundary instead of hoping every caller remembered them. via PyCoder's Weekly newsletter Unit mix-ups have literally crashed spacecraft; now your Pydantic models can refuse them at the door. Annotate a field as Annotated[Quantity, PydanticPintQuantity('km')] and inputs like 12 meters arrive auto-converted to kilometers Validation covers string, numeric, and quantity inputs, and model_dump_json serializes quantities as readable unit strings Installable from PyPI as pydantic-pint, MIT licensed, with docs at pydantic-pint.readthedocs.io Early-stage solo project at version 0.4, so API stability and maintenance are open questions worth discussing Calvin #3: How Libraries Run Rust Inside Python (With PyO3) Pydantic v2's validation core (pydantic-core) is Rust under the hood, built with PyO3 — this post shows how that bridge actually works via a small hand-built JSON parser Four steps to get Rust into Python: write a normal Rust module, annotate with PyO3 macros (#[pyfunction], #[pymodule]), compile/install with maturin, then just import it The parser builds a Rust tree first — Python never touches it until the boundary crossing Key insight: converting the Rust result into Python objects (.into_pyobject) is often the expensive part, not the parsing — 100,000 JSON values means ~100,000 Python objects built after parsing's already done Errors cross the boundary too: Rust's typed errors convert into real Python exceptions (ValueError, FileNotFoundError) via From/?, so callers get clean Python semantics Takeaway for anyone porting Rust in: if you're returning a scalar, don't sweat it; if you're returning a big structure, profile the boundary — that's the real cost, not the algorithm Michael #4: AWS acquires DuckLabs Thank you Dylan McConnell. What does this mean for the DuckDB ecosystem? DuckDB is the open-source in-process analytical SQL engine. MIT licensed. The IP is not owned by any company - it's held by the nonprofit DuckDB Foundation, which was created when the team spun out of CWI Amsterdam. Peter Boncz, the CWI representative on the Foundation board, describes it as the entity that holds all IP of open-source DuckDB. DuckLabs (ducklabs.com) is the company, formerly branded DuckDB Labs. Founded a little over five years ago by Hannes Mühleisen and Mark Raasveldt to give the DuckDB team a stable long-term home, bootstrapped deliberately instead of taking VC, grown to 30+ people in Amsterdam, funded by support and feature-prioritization contracts. It employs the core devs. It does not own DuckDB. DuckLake is one of three projects DuckLabs builds, what they call the Duck Stack: DuckDB, DuckLake, and Quack. DuckLake is the lakehouse format that puts catalog metadata in a SQL database instead of in files on object storage. Quack is newer - an RPC-style protocol that turns DuckDB into a client-server system where both ends are DuckDB instances, slated to stabilize in DuckDB v2.0 in September 2026. MotherDuck is a separate Seattle company, Jordan Tigani's, selling serverless hosted DuckDB. It was started in partnership with DuckDB Labs and has worked closely with Hannes and Mark for four years. It contracted DuckLabs for engineering work and contributes heavily upstream - three of its engineers are among the top 10 outside contributors to DuckDB. It also sells its own DuckLake offering. Customer and collaborator, never owner. What the AWS post changes. Amazon bought the company, not the project. DuckLabs joined AWS effective September 1, with the process concluding August 31, 2026. Hannes and Mark keep leading the team and the project's technical direction, the team stays in Amsterdam, and DuckDB stays MIT under the Foundation. AWS gets the people and a direct line to the roadmap. The license protects your code, not your priorities. Three second-order effects worth tracking: The Foundation board is the real question. It has three directors: Mühleisen, Raasveldt, and Boncz. Two now work for AWS. Commentary on the deal has focused on exactly this - the license protects the code, not the roadmap. The announced counterweight is governance: a technical advisory board on the Foundation, and opening the extension stack so extensions signed by other developers can run in DuckDB. MotherDuck immediately moved into the business DuckLabs vacated. It now sells DuckDB enterprise support, which it had avoided because it didn't want to compete with DuckLabs' business model, and says it has explicit blessing from Hannes and Mark now that they're joining Amazon. It also bought Tower.dev the day before the AWS announcement. Everyone expects an AWS DuckDB service. Tigani says Amazon will likely release one eventually, and welcomes the competition, citing Redshift's failure to slow Snowflake on AWS. The groundwork is already visible: Amazon Quick uses DuckDB to query S3 Tables and has processed over 2.5B queries with it since launching in October 2025. The DuckLake angle is the one to watch. AWS is heavily committed to Iceberg through S3 Tables, and it just acquired the team behind a competing lakehouse format. The stated plan is to use DuckDB, DuckLake, and Quack together to power a new generation of data services, but which format wins internal priority is unannounced. Extras Calvin: astral-sh/uv 0.12.12: code-signed release binaries

I join the delightful host of Goblin Kwain, folklore researcher Anastasia Robinson to chat about fairy experiences and her own research in her home town of Missouri. Be sure to follow and subscribe to Anastasia's channel, Goblin Kwain. I know you will love hearing the stories there! YouTube: https://youtube.com/@goblinkwain?si=ZmIyhUoT6Dc5KAio RSS: https://rss.com/podcasts/goblin-kwain/ Blog: https://themesoftwixtntween.com The Fairy Census by Dr Simon Young of The Fairy Investigation Society The Fairy Investigation Society Anastasia's episode about Green Hands https://open.spotify.com/episode/4DIj0idRrKHU6C7O0QOftN?si=NKMFBB5-R8aPEU3z3nPsYQ My recent episode with an experiencer of 'The Green Hand': https://open.spotify.com/episode/6G8kaScwEuOjExLuMs8SEZ?si=8-F3hVHVQM67IojY8Jh2AQ ⭐️ 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

You can have the best product in the world, perfect messaging, and market timing on your side… but if you don't have elite people in your sales organization, none of it matters. Brad Scott has built sales teams at Snowflake, Veza, and now Glean – three of the most different growth trajectories in tech. In this conversation, he breaks down how to hire for the traits that actually predict success: intellectual curiosity, resilience, self-awareness. He also tackles the complexity of selling AI-native products in a market flooded with AI-bolted hype, and why the fundamentals of recruiting, onboarding, and process discipline are your only anchor when everything around you is changing every 90 days. Brad Scott is VP of Worldwide Sales at Glean, where he leads a 350-person sales organization through explosive growth. Before Glean, he built sales teams at Veza from an early stage and at Snowflake during its historic scale-up, giving him rare visibility into what it actually takes to build elite sales organizations across three radically different company sizes and growth phases. Brad also chairs the Work AI Institute at Glean, exploring what future organizational structures look like in an AI-driven world. Connect with Brad:LinkedIn Resources mentioned:Atomic Habits by James ClearWork AI InstituteGlean:GO 2026 Key takeaways from this episode:00:00 – Why the caliber of people in your sales organization matters more than your product, your messaging, or your market timing.05:15 – How the questions you ask during recruiting reveal whether someone will actually stay curious about customers – or just go through the motions.06:36 – Why salespeople who've faced real hardship or adversity early in their careers tend to outperform everyone else when things get hard.24:34 – How to educate prospects on the difference between AI-native and AI-bolted products (and why it matters for their ROI).36:57 – Why your proof-of-value process must map customer workflows and business outcomes before diving into technical integrations.45:25 – Why automating your daily drudgery is the one move that separates future-proofed salespeople from ones who'll get left behind by AI. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Jordan Tigani helped create Google BigQuery, then got fired as Chief Product Officer on a Friday morning. He planned to hack on DuckDB to learn Rust. Investors offered to fund it before he'd decided to start a company. That company became MotherDuckIn this episode, we cover:The DuckDB Labs partnership: why MotherDuck gave the open-source creators a co-founder share instead of going open-coreFrom alpha to paid product: 11 founders, 3 to 4 months to alpha, two years to something people would pay forAI on top of the data warehouse: vibe-coded dashboards (Dives), pipelines (Flights), a context layer (Guides), and why business users catch mistakes analysts missAre dashboards dead? Jordan wrote "Big Data Is Dead"; his answer on dashboards is differentCareer advice: why you shouldn't want to work on the query optimizer, and the skill Jordan says matters moreFor engineers curious about database and infrastructure companies, open-source business models, and how AI is changing who gets to ask questions of data.Timestamps:00:00:00 - Intro00:00:32 - Fired on a Friday: how MotherDuck accidentally started00:04:50 - Giving DuckDB Labs a co-founder share of the company00:07:43 - Why most open-source SaaS products are just "managed"00:09:31 - Why VCs said yes: Snowflake, DuckDB, and BigQuery credibility00:10:50 - The 11-person founding team that skipped the wrong designs00:12:20 - Alpha in 4 months, beta in a year, paid in two00:15:20 - Vibe-coded BI: Dives, Flights, Guides, and an agent harness00:20:10 - The questions business users ask that analysts never do00:24:14 - Are dashboards dead in the age of agents?00:27:57 - Everybody wants to work on the optimizer (don't)00:31:23 - The engineer superpower most engineers look down on00:33:20 - Writing: the one skill Jordan would learn (and still hates)00:36:05 - Does contributing to DuckDB get you hired at MotherDuck?00:37:20 - Why a database company leaned into the duck#MotherDuck #DuckDB #SoftwareEngineering

In this episode, I sit down with Sami Hero, CEO of Ellie.ai, to talk through the evolution of data modeling and why foundational conceptual modeling is more critical now than ever. With the explosion of AI agents, LLMs, and semantic layers, many teams assume they can bypass data modeling and just let an AI infer meaning directly from raw tables. We dig into why that mindset leads to bad decisions, how companies end up with 15,000 Snowflake tables and thousands of unmaintained dashboards, and why defining core business concepts is the real prerequisite for reliable AI. We also discuss the resurgence of ontologies, lessons from old-school methodologies like MERISE, and how to balance speed with sound architecture.

I ran into an interesting post that noted the modern data platform can have a bunch of different systems underlying it. The example might be that your "software" could use PostgreSQL, MongoDB, Cassandra, Clickhouse, and something NewSQL (Spanner, CockroachDB, etc,). Some of you might think that's not reality, but keep in mind that for a lot of your organizations, the "software" is what the customer uses. I'm sure my bank has multiple systems behind the mobile app I use to pay for things, move money, check balances, etc. I would guess there is some DB/2, SQL Server, and some analytics or No/NewSQL stuff in there. Hidden as different applications that make up the "app", but they are still in there from my perspective as a user of the app. No one intentionally designs software like this, but we still see it. They might not even have 5 or 6 platforms in their organization, but almost none of the customers I work with have less than 3. Somehow, somewhere, someone added a PostgreSQL server to an Oracle/SQL Server environment. MongoDB crept in when someone thought it was a better store than DB/2 or MySQL. An article written about how Facebook or Spotify or some other high tech company used Cassanda or Snowflake inspired a developer to add that to their toolbelt and build it into their application. Read the rest of The Cost of Multiple Platforms

NVIDIA closes its $12.93 billion acquisition of Hugging Face, Anthropic signs its third $30 billion-plus compute deal in three weeks, and Signal65 launches its new PINNACLE agentic AI benchmark just in time to catch Claude Fable 5.1 topping the charts, all while Dell, HPE, Broadcom, and Snowflake post a blowout week of AI-driven earnings. Patrick Moorhead and Daniel Newman have all the details on Ep. 318 of The Six Five Pod. The handpicked topics for this week are: NVIDIA's $12.93 Billion Acquisition of Hugging Face: NVIDIA closed its purchase of Hugging Face this week after days of rumors, structured as a full acquisition rather than a licensing deal like NVIDIA's earlier Grok arrangement. Moorhead frames the deal as NVIDIA's bid to own the entire developer pipeline, with GitHub as the first stop and Hugging Face as the second, and the platform's Spaces service giving NVIDIA a way to run workloads once developers arrive. (The Decode) Anthropic's $35 Billion Compute Deal With Lambda: Anthropic signed its third $30 billion-plus compute commitment in three weeks, this time with NVIDIA-backed Lambda managing infrastructure inside a data center owned by crypto infrastructure company Hut 8. The deal covers 350 megawatts over six years, and Newman ties it directly to Anthropic's revenue run rate climbing from about $10 billion to $65 billion since the start of 2025. (The Decode) A 72-Hour Wave of Frontier Model Launches: Claude Fable 5.1, OpenAI's GPT-6 Astra, Google's Gemini 3.8 Flash, Meta's Muse Spark, and six new models from the UAE's MBZUAI all shipped within days of each other. Moorhead and Newman frame the pace as evidence that model rankings now shift day to day, a much faster cycle than the weeks-long stretches leaderboards used to hold. (The Decode) John Ternus Takes Over as Apple CEO: Moorhead calls it a continuity pick that promotes the engineer who built Apple's hardware moat. Newman notes Tim Cook's buyback record, $867 billion in total repurchases, exceeded the combined total of the rest of the Magnificent Seven during his tenure. (The Decode) Signal65 Launches the PINNACLE Agentic AI Benchmark: Signal65 President Ryan Shrout joined Pat and Dan to detail PINNACLE, a new benchmark built to measure real, enterprise-relevant agentic work across model intelligence, infrastructure performance, and full-stack cost per correct task. Shrout says the benchmark already caught Fable 5.1 jumping ahead of Opus 5 and GPT-5.6 Sol on intelligence within days of the model's release. That same result also came in as the most expensive model per correct answer. (Off The Record) Dell Technologies (DELL): Dell delivered $47 billion in revenue, up 58%, with $16.4 billion in AI servers and a $95 billion AI backlog. Newman calls out strong storage and CPU server performance, along with the backlog. He flags financing risk tied to Dell's Neo Cloud customers as the one weak spot in an otherwise dominant quarter. (Bulls and Bears) Hewlett Packard Enterprise (HPE): HPE beat on revenue and non-GAAP EPS with a double beat on guidance, and Moorhead points to networking orders compounding faster than revenue can be recognized as the standout signal. The stock sold off anyway on questions about margin mix and supply. CEO Antonio Neri's focus on selective, less price-sensitive deals is already showing up in a repaired balance sheet. (Bulls and Bears) Broadcom (AVGO): Broadcom tripled its AI business to $16.7 billion, up 221%, and raised its fiscal 2028 AI revenue outlook to $230 billion. Newman says the market wanted the number closer to $300 billion and sold off on the guide. Broadcom still posted record $29.6 billion total revenue and continued strength across networking and storage controllers. (Bulls and Bears) Snowflake (SNOW): Snowflake beat on revenue, non-GAAP EPS, and forward guidance, with AI products across Cortex and its new coding agent driving roughly half the beat. Sell-side price targets moved sharply higher across more than a dozen firms, and Newman ties the 111 percent stock gain since the software sell-off to the same pattern he's tracked through the DeepSeek moment and the "software is dead" narrative: markets consistently overreact to those stories before reversing. (Bulls and Bears) Thanks for tuning in to the pod. Hit that subscribe button, and check out the new Signal65 PINNACLE benchmark at pinnacle.signal65.com. The Decode NVIDIA's $12.93 Billion Acquisition of Hugging Face https://techcrunch.com/2026/09/03/nvidia-confirms-it-will-buy-hugging-face-for-12-9-billion/ Anthropic's $35 Billion Compute Deal With Lambda https://www.reuters.com/technology/anthropic-signs-35-billion-cloud-deal-with-nvidia-backed-lambda-source-says-2026-08-31/ A 72-Hour Wave of Frontier Model Launches https://www.anthropic.com/claude-fable-and-mythos-5-1 https://openai.com/index/path-to-astra/ John Ternus Takes Over as Apple CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ Off The Record Signal65 Launches the Pinnacle Agentic AI Benchmark https://pinnacle.signal65.com/ Bulls and Bears Dell Technologies (DELL) https://www.barrons.com/articles/dell-stock-soars-q2-earnings-guidance-beat-d07d0ee7 Hewlett Packard Enterprise (HPE) https://www.hpe.com/us/en/newsroom/pressrelease/2026/09/hpe-reports-fiscal-2026-third-quarter-results.html Broadcom (AVGO) https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial Snowflake (SNOW) https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx  

Recibe cada día una idea, estrategia o reflexión para invertir mejor, y llévate gratis "Los 7 errores que me hubiera gustado conocer antes de empezar a invertir": https://locosdewallstreet.com/7-errores/ Lululemon se ha hundido un 20% tras presentar resultados y cotiza en mínimos de 8 años. Michael Burry, uno de sus mayores accionistas, ha lanzado dos mensajes contradictorios el mismo día: primero diciendo que compraría agresivamente si baja de 100, y horas después reconociendo que le preocupa lo que ha leído en el 10-Q y que la compañía "va para peor". En este resumen semanal también analizamos por qué el mercado está en una calma histórica (el VIX en mínimos no vistos desde 1992), los resultados de Broadcom y Snowflake, la compra masiva de oro por parte de China, la correlación entre Bitcoin y el oro, y la próxima salida a bolsa de Anthropic valorada en 2 billones de dólares. Suscríbete al canal para más resúmenes semanales de mercados. ⚠️ Este vídeo tiene fines exclusivamente educativos y no constituye asesoramiento financiero ni una recomendación de inversión. Invertir en mercados financieros conlleva riesgos, y es posible perder parte o la totalidad del capital invertido. Analiza cualquier inversión por tu cuenta y, si lo consideras necesario, consulta con un asesor financiero certificado por la CNMV antes de tomar cualquier decisión.

Se puede acertar con la empresa y perder dinero con la acción. Esta semana, GoPro, Broadcom, Tesla y Amazon nos dan bastante de qué hablar sobre lo que compramos, lo que esperamos y lo que acabamos pagando. En Actualidad Semanal +D repasamos el salto de GoPro de las cámaras deportivas a la óptica para centros de datos, los resultados de Dell, Broadcom y Snowflake, y las cuentas que habrá que echar para saber si los robotaxis son un buen negocio. También nos detenemos en la disputa por las subastas publicitarias de Amazon: que una campaña salga rentable no resuelve si te han explicado bien cómo te cobran. Hay beneficios que conviene mirar dos veces antes de darlos por recurrentes, eléctricas cuyo dividendo no compensa cualquier riesgo y marcas como Lululemon y Oura que tienen que seguir ganándose al consumidor. Entre medias, empleo, tipos de interés y una peculiar receta coreana para frenar las prisas por comprar ETF apalancados. Y de postre, los Clippers, Kawhi Leonard y unos árboles que, al parecer, tenían bastante que ver con el baloncesto. Arturo Pina repasa la semana 36 de 2026 con una pregunta de fondo: ¿cuántos años de buenas noticias estamos pagando por adelantado? Si te gusta el episodio, sigue el podcast y pásaselo a alguien con quien disfrutes hablando de inversión. La conversación continúa en https://foro.masdividendos.com Este contenido es divulgativo y de entretenimiento. No constituye una recomendación de inversión.

Send us Fan MailIVF forces a question most of us would rather avoid: when does “helping” become “taking over”? We open with a Christian framework that refuses to treat human reproduction as a closed system of lab steps and success rates, because Scripture keeps pulling us back to a bigger reality, God is sovereign, God gives life, and God's Word sets the boundary lines even when our emotions and our culture demand exceptions.We walk through Genesis with Jacob, Rachel, and Leah to show how infertility can intensify jealousy, desperation, and blame, and why Jacob's words still land like a hammer: “Am I in the place of God?” That moment becomes a mirror for modern assisted reproductive technology. If God superintends conception, what does that mean for in vitro fertilization, embryo creation, embryo selection, surrogacy, and the quiet normalizing of freezing human lives in cryopreservation?From there, we lay out a clear Christian ethics of IVF rooted in the image of God and the sanctity of life from conception. We argue that embryos, including embryos in a Petri dish, are neighbors with intrinsic value, not property or leftovers of a process. We also move into practical, concrete next steps: defending embryonic life against unjust violence, pushing for equal protection legislation, and considering embryo adoption, including snowflake adoption, for families who have frozen embryos.If this challenges you, that's the point. Listen, pray, share this with a friend, and subscribe, leave a review, and pass it along to someone who needs a grounded, biblical perspective on IVF and embryo adoption.Support the showhttps://www.jacksonfamilyministry.comhttps://bobslone.com/home/podcast-production/

This week, former Forrester Research Director Jeff Clark is back in the studio and joins our host Ian Truscott to discuss a research project from the B2B CMO Project called The New Rules of B2B Marketing in 2026 - How the Best B2B CMOs Are Rewriting the Role. The B2B CMO Project, is a research and community initiative founded by Jon Miller (best known as the co-founder of Marketo) and Sydney Sloan (former CMO of Salesloft and G2) and the report is based on interviews with more than 50 B2B CMOs at companies including Zoom, Salesforce, Nutanix, Snowflake, PagerDuty, and Sprout Social. Jeff and Ian give it their 5 f'in' things treatment, pulling their favorite points from the research, including: The credibility gap for marketing leaders AI as a new capability beyond GEO Prove marketing's value in the language of the board Invest in brand as a strategic asset  Building a marketing team for the next decade. Then, Ian moves to our virtual bar, The Rose and Rockstar, and joins Robert Rose, Chief Trouble Maker at Seventh Bear. They share their horror at an AdAge article that newsjacked Dolly Parton's passing with a very poor piece about what we marketers can learn from her.  So Ian asks: if this is bad newsjacking, what is good newsjacking, and is it still an effective tool for content creators and marketers? Enjoy! — The Links The people: Ian Truscott on LinkedIn  Jeff Clark on LinkedIn Robert Rose on LinkedIn Mentioned this week: The B2B CMO Imperative: 2026 Marketing Leadership Report The Beat Newsletter: Times Like These What Dolly Parton's career can teach marketers about staying relevant (requires subscription) Robert's latest Lens newsletter: Goodbye Yellow Brick Road Robert discussing the Dolly Parton article on This Old Marketing Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube Piano Music is by Johnny Easton, shared under a Creative Commons license Foo Fighters - Times Like These (Official HD Video) You can listen to this on all major podcast platforms, including Apple Podcasts, Amazon Podcasts, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Women in Black, Banshees, Flannel Man, Black Dogs, Pukwudgies and wrestling gnomes!  All of this is featured in Tim Renner's latest book, The Keystone Hagstone which focuses on folklore and reported encounters in his home state of Pennsylvania. https://amzn.eu/d/0f1MlDGv If you are not already a listener of Strange Familiars Podcast then you are missing a trick! It is the perfect companion to The Modern Fairy Sightings Podcast. https://www.strangefamiliars.com/ Tim has written a number of excellent books including some with long time friend of the show, Joshua Cutchin including:  Where the Footprints End: High Strangeness and Bigfoot Phenomenahttps://amzn.eu/d/02WAvJRR Where the Footprints End (book two): Evidencehttps://amzn.eu/d/00dW3kLx His Lost Graves shop has merch and books as well as various curios for sale. https://www.etsy.com/shop/LostGrave And be sure to join the Strange Familars Patreon to take part in the group projects and soak up more of the kind of strangeness that we've come to know and love around these encounters. https://www.patreon.com/cw/StrangeFamiliars ⭐️ 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

Snowflake's (SNOW) post-earnings rally has Rachel Dashiell's (Charles Schwab) attention Friday morning. She highlights Fibonacci levels the stock has hit and explains how it helps accelerate bullish momentum. One concern she has: MACD's slowdown, signaling exhaustion at current levels. ======== 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

Original Youtube ⁠⁠⁠⁠https://youtube.com/live/5Ax9V2k_3_A

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today's show, Jon, Matt, and Lou break down what's going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that's down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake's hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL)Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon 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

Plus: Treasury yields slip. And Capmbell's lays off 13% of its workforce. Alexis Moore hosts. Sign up for 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 beat, while Snowflake soared on better-than-expected quarterly results and upbeat guidance. The anchors also discussed diesel prices nearing a record high and gasoline prices continuing to rise as the U.S-Iran conflict intensifies. Also in focus: Meta rallies; Microsoft to begin disclosing Azure quarterly revenue; Salesforce shares erase their losses for the year; The debate over data centers with two months to go before the midterm elections.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.

The CEOs of Snowflake and HPE break down their latest earnings, enterprise IT spending, and the demand for AI integration. Plus, fresh comments from Fed Governor Chris Waller spark debate over a potential rate hike, DoubleLine's Jeffrey Sherman joins to weigh in on market volatility and what's ahead for the Fed.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.

Scott Wapner and the Investment Committee debate the investability of software stocks after Snowflake surges on a blowout Q2 earnings report. Plus, we hit the latest Calls of the Day. And later, Josh Brown spotlights Deere in his "Best Stocks in the Market." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sahil Walia, Senior Technical Architect at Snowflake, joins host Robert Blumen for a deep dive into Apache Iceberg.  The conversation covers OLAP, data formats, data lakes and lake houses, Iceberg as a data format, columnar storage, use cases, reference implementation, read/write, how Iceberg structures metadata, indexing, query planning and performance issues.

Andrew, Ben, and Tom break down Broadcom's 3% dip and use a New York City delivery analogy to finally explain the difference between CPUs, GPUs, and XPUs, plus updates on Iran, Russia, and Snowflake's AI-driven earnings beat.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Snowflake posted a third straight quarter of accelerating product revenue growth and raised its full-year outlook, with CEO Sridhar Ramaswamy saying AI accounted for about half of the company’s outperformance. He discusses the rapid adoption of Snowflake’s AI coding agent Coco, growing customer usage, and how the company is competing with Databricks in the race to turn enterprise data into AI-driven growth. He joins Ed Ludlow on "Bloomberg Tech."See omnystudio.com/listener for privacy information.

Arena's AI Capability Lead Peter Gostev talks with TITV Host Akash Pasricha about the barrage of new frontier AI model releases from Anthropic, Meta, and Google. We also talk with Baird Senior Analyst Tristan Gerra about Broadcom's AI revenue forecasts and customer shifts with Google and Anthropic, PCM Encore Founder Mike Paulus about Snowflake's accelerating growth and late-stage tech IPOs, and PwC's Dallas Dolen about Nvidia's $12.9 billion acquisition of Hugging Face. Lastly, we get into Google's major antitrust victory avoiding an ad tech breakup with reporter Catherine Perloff.Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/googles-small-antitrust-victory-microsofts-azure-shiftSubscribe: 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 - Arena's Peter Gostev on New Frontier AI Models13:54 - Baird Analyst Tristan Gerra on Broadcom AI Revenue25:29 - PCM Encore's Mike Paulus on Snowflake Growth & IPOs35:37 - PwC's Dallas Dolen on Nvidia Acquiring Hugging Face45:35 - Catherine Perloff on Google's Antitrust Victory

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über eine Volte bei Broadcom, den Höhenflug von Snowflake und einen aktivistischen Investor bei der Telekom. Außerdem geht es um Dell, Nvidia, Alphabet, Hewlett Packard Enterprise, Netskope, Petco Health and Wellness, Argan, Five Below, NetApp, C3.ai, Uber Technologies, Delivery Hero, Reddit, T-Mobile US, Volkswagen, Zalando, GEA Group, Commerzbank und Deutsche Bank. Hier für den „Daily Business“-Newsletter anmelden: https://www.businessinsider.de/informationen/newsletter-crosspromo/ Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this moving episode, Becky sits down with musician and author Madam Snowflake (Emily Richards) to discuss her groundbreaking immersive audiobook experience, Rise Up Babylon. What began as a journey of survival through severe injury and bed rest transformed into a profound creative outpouring. Madam Snowflake shares the incredible story of how her musical compositions and narrative became intertwined, evolving from a concept for a Broadway musical into a unique, scored audiobook designed to be experienced through headphones. In this episode, we explore: The Genesis of Rise Up Babylon: How stillness, meditation, and physical recovery opened a new channel for storytelling. Art as a Tool for Healing: How writing and performing helped navigate the profound grief of losing a sister and repairing fractured family dynamics. The Craft of Immersive Audio: A behind-the-scenes look at the four-year production process, involving Grammy-winning producers and orchestral scoring to create a "movie for the mind." The Renaissance of Connection: A discussion on the importance of the arts in shaping collective consciousness and the power of truly listening to one another. Whether you are an author looking to expand your medium, a musician exploring narrative, or a listener seeking stories that touch the soul, this episode offers profound inspiration on the transformative power of human expression. Links & Resources Discover Rise Up Babylon: riseupbabylon.com Connect with Our Guest: madamsnowflake.com/, emilyrichards.com/ Empower Your Audiobook Journey: amplifyaudiobooks.com Watch the video of this interview Support our work making the audiobook industry a more equitable place HERE: buymeacoffee.com/audiobookconnection

En el episodio de hoy Juan Manuel de los Reyes y Mariano Scandizzo analizaron los resultados de Broadcom, que reportó el mejor trimestre de su historia impulsado por el crecimiento de 221% en ingresos de chips de inteligencia artificial, aunque la acción cayó debido a una guía de ingresos ligeramente inferior a las expectativas del mercado. Luego comentaron el sólido reporte de Snowflake, cuyas acciones se dispararon más de 20% tras superar ampliamente las estimaciones y elevar su perspectiva de rentabilidad, reforzando su posicionamiento como una de las principales plataformas de datos e inteligencia artificial empresarial. Finalmente, revisaron el comportamiento del mercado de bonos, con los rendimientos de los Treasuries estadounidenses en máximos de varios años.

Weer kwam chipmaker Broadcom met mooie cijfers. En weer wordt het aandeel gedumpt door beleggers. Het duwt het aandeel zelfs weer onder de koers van begin dit jaar. Waarom zijn beleggers zo negatief? Dat zoeken we uit in deze aflevering. Want zoals gezegd: aan de cijfers lag het niet. De totale omzet kwam uit op een kleine 30 miljard dollar, een stijging van 86 procent jaar op jaar. En de nettowinst ging zelfs met 216 procent omhoog. Hebben we het ook nog over oliereus Chevron. Dat kwam gisteren plotseling nog met een aankondiging: ze gaan flink investeren in Venezuela, de komende vijf jaar. 7 miljard dollar maar liefst. Daarmee willen ze de olieproductie daar verdubbelen naar 600.000 vaten per dag. Best een belofte. Of ze het ook waar kunnen maken, gaan we voor je uitzoeken. Hoor je ook over: Waarom het Koreaanse energiebedrijf miljarden wil zien van Samsung en SK Hynix De op-een-na grootste overname van Nvidia óóit Een automerk waar jij misschien wel in rijdt, dat dreigt te verdwijnen Een nieuw AI-bedrijf dat naar de beurs wil Te gast: Hans Oudshoorn van Saxo BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Original ⁠⁠⁠⁠https://youtube.com/live/mNjPABcVsvMLINK ARTICULO ⁠⁠https://inversionesytrading.com/acciones-stocks/wall-street-en-alerta-broadcom-cae-snowflake-se-dispara-y-el-petroleo-amenaza-con-mas-tasas/PUNTOS:

Die Wall Street dreht vorbörslich ins Plus. Wir sehen eine Entspannung bei den Renditen der langlaufenden Staatsanleihen. Notenbanker Waller betont, dass er sich gegen eine September-Zinsanhebung aussprechen wird. Wichtig sei jedoch, dass die Verbraucherpreise kommende Woche nicht heiß ausfallen. Die Wahrscheinlichkeit einer Zinserhöhung ist auf 61 Prozent gesunken. Brent steigt auf rund 96 bis 97 US-Dollar, obwohl sich die Lage in der Straße von Hormus etwas entspannt hat. Am Montag und Dienstag passierten bereits wieder 17 beziehungsweise 18 Millionen Barrel die Meerenge, verglichen mit rund 20 Millionen vor dem Krieg. Im Technologiesektor steht Broadcom im Mittelpunkt. Trotz des starken Quartals und der angehobenen Aussichten, steht der Wert unter Druck. Snowflake liefert dagegen genau das, was die Wall Street derzeit sehen will: Umsatz plus 35 Prozent, steigende Margen und einen angehobenen Jahresausblick. Morgan Stanley erhöht das Kursziel sogar von 300 auf 470 US-Dollar und verweist darauf, dass sich das Wachstum bereits das dritte Quartal in Folge beschleunigt. Rund die Hälfte der Beschleunigung beim Produktumsatz stammt inzwischen aus KI-Produkten. Heute stehen noch die Erstanträge auf Arbeitslosenhilfe und der ISM-Serviceindex im Fokus. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Meine Trades. Direkter Austausch.

35% revenue growth "won't cut it" for Snowflake (SNOW) revenue, says Jack McRoskey as he looks ahead to the software giant's earnings after Wednesday's close. He explains why expectations for a stock rally are higher heading into this report as its tech becomes more integrated with the explosive growth in AI agents. Tom White turns to an example options trade for Snowflake's 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

US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain, while Kuwaiti air defences confronted attacks by hostile drones.Crude futures continued to rally after surging by at least 5% yesterday as the US and Iran exchanged a fresh wave of strikes.NZD/USD underperformed after the RBNZ hiked the OCR by 25bps to 2.75%, which was widely expected, although the central bank refrained from any major hawkish surprises.APAC stocks were pressured as the risk-off mood persisted following a surge in oil prices and upside in yields; European equity futures indicate a lower cash market open.Looking ahead, highlights include US Factory Orders (Jul), ADP Employment Change (Aug), New Zealand Terms of Trade (Q2), BoC Announcement, Fed Beige Book. Comments from ECB's Nagel, BoC's Macklem & Roger. Earnings from Broadcom, Hewlett Packard Enterprise & Snowflake.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Central Command said forces successfully completed a wave of strikes against Iranian military targets on September 1st.IRGC said it targeted US bases in Iraq, with missiles and drones. Iran's army also launched drone attacks on the US base in Bahrain while the IRGC added that two tankers were blown up after striking mines in the Strait.Global equities continue to pull back, with NQ futures falling below 29k.USD firms against most peers; NZD underperforms after RBNZ fails to impress hawks, JPY outperforms after BoJ hawk Takata.USTs are flat, whilst Bunds and Gilts are pressured by elevated gas prices.Crude takes a breather following another night of US-Iran hostilities; metals feel no reprieve.Looking ahead, highlights include US Factory Orders (Jul), ADP Employment Change (Aug), New Zealand Terms of Trade (Q2), BoC Announcement, Fed Beige Book. Comments from Fed's Williams, BoC's Macklem & Rogers. Earnings from Broadcom, Hewlett Packard Enterprise & Snowflake.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Die Wall Street erholt sich von den vorbörslichen Tiefs, mit dem Ausverkauf am globalen Anleihemarkt als weiterhin beherrschendes Thema. Die Renditen 10-jähriger-US Staatsanleihen steigen auf 4,81 Prozent, die 30-jährige Rendite auf über 5,28 Prozent und damit den höchsten Stand seit 2008. Gleichzeitig bleibt Öl mit Brent bei knapp 95 US-Dollar teuer, nachdem die Eskalation zwischen den USA und Iran die Preise zuletzt deutlich nach oben getrieben hat. Die Kombination aus Öl und Renditen bleibt Gift für Tech. Dell liefert allerdings ein echtes Blowout-Quartal und hebt den Jahresumsatzausblick massiv an. JP Morgan erhöht das Kursziel auf 635 US-Dollar, Bank of America auf 600 US-Dollar und Barclays auf 603 US-Dollar. Bei MongoDB, Credo Technology und Palo Alto Networks reicht dagegen selbst ein Beat-and-Raise nicht aus. Erneut ein Zeichen dafür, wie hoch die Erwartungen im Tech-Sektor mittlerweile liegen. Heute richtet sich der nach Börsenschluss auf Broadcom und Snowflake. Der entscheidende Makrotermin bleibt der Arbeitsmarktbericht am Freitag. JP Morgan erwartet rund 50.000 neue Stellen und sieht einen Goldilocks-Bereich von etwa 30.000 bis 70.000 Jobs. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Meine Trades. Direkter Austausch.

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Snowflake ahead of earnings and what the report could tell us about AI demand and the future of software. They also look back at Tim Cook's incredible run at Apple, debate whether software stocks are really dead, discuss the sudden momentum crash hitting Wall Street, Clear Secure, and much more. This episode is sponsored by Betterment Advisor Solutions. Learn more at ⁠Betterment.com/advisors⁠ Please take our 2026 audience survey ⁠HERE⁠. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 234: In this episode of Sports Science Insights Podcast, host Steve Barrett is joined by Niklas Virtanen, who leads the sport science efforts at FC Midtjylland. With over eight years of experience in elite sport and high-performance consulting, and backed by UEFA fitness coaching and physiotherapy credentials, Niklas has built his work around a data-driven approach to optimising player performance and development. Much of the conversation starts from a premise that is easy to say and harder to sit with: GPS has been mastered. Total distance, high-speed running, sprint counts — the metrics that once felt like the frontier are now table stakes, tracked by almost every club at almost every level. The interesting question is no longer whether you can collect them, but what you do once collecting them stops being a competitive advantage. ㅤ From there the discussion turns to what sits underneath the movement data. Niklas makes the case for IMA and IMU signals as a way of understanding how a player is performing an action, not just what action they performed — the accelerations, decelerations, changes of direction and mechanical signatures that separate two players covering identical distances in completely different ways. It's a shift from describing workload to interpreting quality, and it changes what sport science can offer a coach. ㅤ The episode also explores where that leaves practitioners: the discipline required to stop adding metrics, the value of asking better questions of the data already being captured, and what genuine progress looks like once the obvious layer has been solved. ㅤ Topics Discussed: GPS Is Mastered — So What Should We Be Doing Now? Using IMA/IMU Data to Understand How a Player Is Performing, Not Just What They're Doing Moving from Workload Description to Movement Quality What Progress Looks Like Beyond the Obvious Metrics Where you can find Niklas: LinkedIn Instagram — Sponsors Axon: Performance teams spend the morning after game day stitching together six systems before the coach gets an answer. Axon Perform fixes that. Every source you already use, Catapult, StatSports, VALD, Opta, OVAL, Wyscout, WHOOP, Garmin and the rest, connects into a dedicated Snowflake warehouse. Ask Axon, the in-platform chat, lets analysts and sports scientists query the lot in plain English. Reports that took hours now take seconds. Used by the Springboks, England RFU, Japan RFU, Sydney Roosters and a growing list of rugby, football & cricket clubs and federations. Your data, reports, measures and AI models stay yours, fully portable. See if your data is ready for AI at axonperform.com BTL: BTL Industries develops advanced rehabilitation and performance technologies, including SIS DUO, Shockwave Therapy, High-Intensity Laser, TR-Therapy, Lymphastim and R-FORCE. BTL systems are designed to support recovery, pain management, functional rehabilitation and return-to-play pathways across clinical and elite sport settings. VALD Performance, makers of the Nordbord, Forceframe, ForeDecks and HumanTrak. VALD Performance systems are built with the high-performance practitioner in mind, translating traditionally lab-based technologies into engaging, quick, easy-to-use tools for daily testing, monitoring and training Hytro: The world's leading Blood Flow Restriction (BFR) wearable, designed to accelerate recovery and maximise athletic potential using Hytro BFR for Professional Sport.  -  Where to Find Us Keep up to date with everything that is going on with the podcast by following Inform Performance on: Instagram Twitter Our Website - Our Team Andy McDonald Ben Ashworth Nicola Graham Steve Barrett  Pete McKnight  

On this Salcedo Storm Podcast:Amber Duke is Editor-in-chief of the Daily Caller. She's the Author of insightful book, The Snowflakes' Revolt: How Woke Millennials Hijacked American Media.

Shiny Hunters Claims 284M McKesson Records Stolen, PaperCut Patch Bypassed Again, and White House Bans Foreign Power Grid Tech   Host David Shipley covers multiple cybersecurity headlines: Shiny Hunters claims it breached healthcare giant McKesson via voice phishing, compromised Okta SSO, and accessed Salesforce and Snowflake, allegedly exfiltrating about 1TB and 284 million patient records (records, not unique patients) and demanding a $55M+ ransom, though the claims aren't independently verified. PaperCut issued a second emergency patch after bypasses were found for fixes to two actively exploited vulnerabilities that can be chained for unauthenticated remote code execution; organizations on v23 or earlier must upgrade. Berlin confirms an extortion attempt tied to Rhysida, which claims 5.79TB stolen. WordPress discloses five critical plugin/theme flaws enabling full site takeover, including a 10/10 GiveWP RCE. The White House bans foreign-made bulk power grid equipment over backdoor concerns amid rising critical-infrastructure attacks.   00:00 Top Headlines 00:30 McKesson Breach Fallout 03:18 PaperCut Patch Bypassed 06:02 Berlin Rejects Ransom 07:05 Critical WordPress Takeovers 08:43 Power Grid Tech Ban 10:35 AI Security Weekend Episode Promo 11:10 Closing and Sign Off

We're kicking off the week with drones, drunkards and plenty of unusual options action on this episode of The Option Block. Mark Longo is joined by Andrew "The Rock Lobster" Giovinazzi from Option Pit and "Uncle" Mike Tosaw from St. Charles Wealth Management to break down the latest moves across the options markets. On this episode, we discuss: A red start to the week and what the VIX is telling us The latest action in Tesla, NVIDIA, Apple, Micron and other heavily traded names Some surprising activity in small-cap options A wild surge in Draganfly (DPRO) calls as drone stocks light up the tape Aggressive put buying in Revolve Group (RVLV) The upcoming earnings volatility picture for Dell, Ollie's Bargain Outlet, Five Below, Snowflake and Lululemon Using index puts to hedge a stock portfolio Whether low volatility and stocks near their highs make this an attractive time to consider portfolio protection What the crew is watching as we move beyond the dog days of summer Plus, W.C. Fields, Dean Martin, Johnny Carson and a surprisingly difficult round of legendary-drunkard trivia It's another packed episode of options activity, strategy, market analysis and questionable humor on The Option Block.

Tara Seshan leads product for Codex and ChatGPT Work at OpenAI (alongside previous podcast guest Andrew Ambrosino, who's her engineering manager). Before OpenAI, Tara spent over six years at Stripe, where she joined as one of the first five product managers. She went on to lead product for Watershed, which Time magazine named one of the best inventions of 2022, and she is also a founder and Thiel Fellow. Most personally meaningful to me: Tara is one of the three inaugural Lenny's Newsletter Fellows, a program I ran a couple of years ago to spotlight the most exciting up-and-coming product leaders.In our in-depth conversation, we discuss:1. The shift from “rowing” to “steering,” and why human judgment and ambition will become differentiators as AI takes on execution2. How OpenAI thinks about building for model capabilities two to three months out3. OpenAI's best internal memes, such as “Is this maximally accelerated?” and “Are you mainlining it yet?”4. Why ambition is the new bottleneck for companies, and why elevating others' ambitions is now the key part of the PM job5. Writing as thinking vs. writing as reporting—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Where to find Tara Seshan:• X: https://x.com/tarstarr• LinkedIn: https://www.linkedin.com/in/tarstarr• Newsletter: https://substack.com/@taraseshan—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:18) What makes OpenAI's culture so different(06:42) Why AI product strategy is all about fast experimentation(09:02) How the PM role is changing(10:50) The shift from rowing to steering(15:35) What changes when agents become coworkers(20:05) Why ambition matters more than ever(26:39) Building products for models that do not exist yet(29:21) How ChatGPT's Chat and Work modes differ(34:01) How OpenAI ships so quickly at scale(39:14) The vibe shift happening inside Codex(42:20) Why traditional roles are beginning to blur(45:59) Where humans will continue to provide unique value(48:20) How Tara uses AI in her own work(51:38) The magic of the /visualize command(52:39) Writing to think versus writing to report(57:10) How to use AI without losing your ability to think(01:00:15) Tara's biggest lesson from Sutter Hill(01:04:16) ChatGPT's site output(01:05:01) Why knowledge work is becoming more like coding(01:07:55) Lightning round and final thoughts—Referenced:• Codex: https://chatgpt.com/codex• ChatGPT Work: https://openai.com/chatgpt-work• Stripe: https://stripe.com• Watershed: https://watershed.com• Thiel Fellowship: https://thielfellowship.org• Meet your Lenny's Newsletter Fellows: https://www.lennysnewsletter.com/p/meet-your-lennys-newsletter-fellows• The rituals of great teams | Shishir Mehrotra of Coda, YouTube, Microsoft: https://www.lennysnewsletter.com/p/the-rituals-of-great-teams-shishir• The nature of product | Marty Cagan, Silicon Valley Product Group: https://www.lennysnewsletter.com/p/the-nature-of-product-marty-cagan• Product management theater | Marty Cagan (Silicon Valley Product Group): https://www.lennysnewsletter.com/p/product-management-theater-marty• Patrick Collison's examples of fast projects: https://patrickcollison.com/fast• Inside ChatGPT: The fastest-growing product in history | Nick Turley (Head of ChatGPT at OpenAI): https://www.lennysnewsletter.com/p/inside-chatgpt-nick-turley• Andrew Ambrosino on X: https://x.com/ajambrosino• Tyler Cowen's website: https://tylercowen.com• OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai• “Chop wood, carry water” quote: https://buddhism.stackexchange.com/questions/15921/what-is-the-meaning-of-the-zen-quote-before-enlightenment-chop-wood-carry-wat• 4 questions Shreyas Doshi wishes he'd asked himself sooner | Former PM leader at Stripe, Twitter, Google: https://www.lennysnewsletter.com/p/shreyas-doshi-live• Alan Kay: https://en.wikipedia.org/wiki/Alan_Kay• Brie Wolfson on X: https://x.com/zebriez• The playbook for building high-talent-density teams | Adam Ward, Head of Talent at Cursor: https://www.lennysnewsletter.com/p/the-playbook-for-building-high-talent• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Sutter Hill Ventures: https://shv.com• Snowflake: https://www.snowflake.com• Mike Speiser on LinkedIn: https://www.linkedin.com/in/mikespeiser• Footnotes and Tangents: https://footnotesandtangents.substack.com• The Power Broker Book Club: https://www.robertcaro.org/copy-of-six-books-six-ny-times-book• The Odyssey: https://www.imdb.com/title/tt33764258• Rashomon: https://www.imdb.com/title/tt0042876• Akira Kurosawa: https://en.wikipedia.org/wiki/Akira_Kurosawa• Kevin Kwok on LinkedIn: https://www.linkedin.com/in/kevinakwok• The Work You Do, the Person You Are: https://www.newyorker.com/magazine/2017/06/05/toni-morrison-the-work-you-do-the-person-you-are• Ari Weinstein on X: https://x.com/AriX• Sky: https://sky.app• Dylan Field live at Config: Intuition, simplicity, and the future of design: https://www.lennysnewsletter.com/p/dylan-field-live-at-config—Recommended books:• Barbarian Days: A Surfing Life: https://www.amazon.com/dp/0143109391• Anna Karenina: https://www.amazon.com/Anna-Karenina-LEO-TOLSTOY/dp/8175993421• The Power Broker: https://www.amazon.com/dp/0394720245• War and Peace: https://www.amazon.com/War-Peace-Leo-Tolstoy/dp/8175992832• Wolf Hall: https://www.amazon.com/dp/0312429983—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

In this talk, Tony Zeljkovic, Founder of Narona Data, shares his unconventional career journey from bioinformatics research and clinical genetics to building a successful AI and data platform consulting business. We explore the essential soft skills, networking strategies, and business mindsets required to thrive as an independent data consultant in today's rapidly shifting tech landscape.Links:- The book pre-order on packt - https://www.packtpub.com/en-us/product/the-data-consultants-handbook-9781806665266- The book pre-order on amazon - https://www.amazon.com/dp/B0H3TBWHH1?lv=shuf&channelId=500&plpRedirect=mhFallbackYou'll learn about:- How to smoothly transition from a highly technical or academic role into independent data consulting.- The step-by-step process of building a strong digital footprint and growing a reliable client pipeline from scratch.- Strategic positioning: how to stop selling "data engineering" and start selling business outcomes and ROI.- How leveraging platform implementation partnerships (e.g., Snowflake, dbt) can help you land your first major clients.- Adapting to the AI era and ensuring your consulting services stay relevant as market demands change.- The business mindset of a consultant, including when to invest in tools and outsource tasks like accounting to accelerate your growth.TIMECODES:00:00 Landing the First Consulting Client via Academic Research06:06 Transitioning from Research to Consulting11:42 Becoming a Platform Implementation Partner18:20 Building Your Digital Footprint23:22 Positioning: Selling Business Outcomes vs. Technical Skills31:02 Networking Strategies and Finding Industry Pain Points37:24 Is Consulting Right For You?44:17 Adapting to AI and Changing Market Demands50:16 Business Mindset: Investing in Tools and Outsourcing55:52 Start Early and Pay It Forward1:02:37 The Practical Handbook for Data ConsultingThis talk is perfect for data engineers, analytics professionals, and software developers who are considering the leap into freelancing or starting their own consulting practice. It is highly valuable for technical experts who want to master client acquisition, stakeholder communication, and the business side of the data industry.Connect with Tony:- LinkedIn - https://www.linkedin.com/in/tony-zeljkovic/- GitHub - https://github.com/2tony2- Consulting website - https://www.naronadata.com/​Connect with Juan:- LinkedIn - https://www.linkedin.com/in/jmperafan/- GitHub - https://github.com/jmperafan- Consulting website - https://juanalytics.com/Connect with DataTalks.Club:- Join the community - https://datatalks.club/slack.html- Subscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ- Check other upcoming events - https://lu.ma/dtc-events- GitHub: https://github.com/DataTalksClub- LinkedIn - https://www.linkedin.com/company/datatalks-club/ - Twitter - https://twitter.com/DataTalksClub - Website - https://datatalks.club/

What does a rising cloud bill actually tell you about the value your business is creating? Eight years after our first conversation, I welcome Kunal, co-founder and CEO of Unravel Data, back to Tech Talks Daily. We compare the data infrastructure he was optimizing during the Hadoop era with today's enterprise stacks built around Databricks, Snowflake, BigQuery, AI pipelines, and autonomous agents. Kunal says Unravel Data has analyzed over 10 billion workloads across hundreds of enterprises. From that work, he argues that data platforms and infrastructure can account for up to 60% of cloud spending at some global businesses, while 30% to 40% of data platform spending may produce no business value. These are company claims, but they frame a problem many technology and finance leaders will recognize. The cloud bill arrives after thousands of individual engineering decisions have already been made. We discuss where cloud waste hides, including oversized clusters, hot storage holding cold data, abandoned pipelines, inefficient queries, duplicate datasets, and development jobs consuming production-level resources. The people creating those workloads seldom see the price attached to their decisions, leaving technology leaders with an aggregated bill that explains what was purchased but not why it was needed. AI adds another complication. Humans create workloads at human speed, while agents can generate queries, launch infrastructure, and consume tokens around the clock. An agent is designed to complete its task, not worry about whether a single query costs $5 or $5,000. Kunal argues that machine-speed consumption cannot be governed through monthly human reviews. We also discuss the difference between cost cutting and cost optimization, why aggressive reductions can damage performance and reliability, and how FinOps must connect cost with business outcomes. Kunal explains why leaders should measure cost per pipeline, model, agent, successful run, customer report, and business result. Finally, we consider the benefits and risks of autonomous data platform optimization. Kunal describes autonomy as a dial, with bounded, reversible, and validated actions earning wider authority as trust develops. Does your cloud bill show healthy growth, or is expensive waste hiding behind the headline number? Share your thoughts with me.

The Suite Spot attended the 2026 Hotel Data Conference and had the opportunity to interview some of the best and brightest hospitality leaders in the industry to gain their insights and perspectives on prevailing data trends, AI & technology, how to optimize the guest experience and much more.  Be sure to watch the full episode if you missed any of the action from the 2026 Hotel Data Conference.  Special thanks to: Amanda Hite, Jan Freitag, Erica Lipscomb, Max Spangler, & Sam Trotter. Ryan Embree: Welcome to Suite Spot, where hoteliers check in and we check out what’s trending in hotel marketing. I’m your host, Ryan Embree. Hello, everyone. Ryan Embree here at the 2026 Hotel Data Conference here with STR President Amanda Hite. Amanda, great to see you again. Congratulations here. This is our first time at the Hotel Data Conference. Amanda Hite: Oh, wonderful. Thank you. Ryan Embree: Record attendance was just announced. Welcome to The Suite Spot. We’re excited to be here. It was a ton of excitement that we just saw. Tell us a little bit about this event, and we were talking off camera about, do you ever expect it to be what it is right now? Amanda Hite: Yes, we started it 18 years ago with a couple hundred people, maybe. The very first year we’ve always had it in Nashville. This is our home base for the STR part of our business. Most of our employees are here that are in the US. So we started it with a way to connect with customers and more importantly, like, we all have this curiosity about the data. You know, we’re constantly in analyzing, looking at trends in the industry, and we wanted to get people together to hear what are you seeing and let’s talk about it. And that’s really how this started. So it’s, I think it’s for me, my most proud part of this conference is the feeling that everyone has when they come in of being really open and curious and wanting to learn from each other. So you get some really good dynamic conversations happening in the networking breaks and in the hallway. Ryan Embree: Well, it’s such an important time right now too, right? ‘Cause people are already starting, if you can believe it. Well, actually, probably you can look in 2027. Amanda Hite: That’s why we do hotel data conference when we do it. Exactly. It’s budget season. Ryan Embree: Brilliant. Brilliant. Right? And, you know, you just got off stage, like I said. One of the fascinating pieces, like I said, we weren’t here last year, but this is our first time. You said when you first stepped on stage, there were, and you showed some of those original numbers. There was a little bit of a gap in the audience last year. Amanda Hite: Yes. Ryan Embree: But this year, a little bit different story. Amanda Hite: Yes. We had a much better forecast to reveal this year. Last year at this time was when we took the forecast down to reflect what was happening in the industry. And this year, we raised the forecast, not just for the rest of this year, but also for 2027. Ryan Embree: So great to see. And a really cool inflection point, I made a note here, revenue for the first time outpacing expenses, right? What does that mean for hoteliers? Amanda Hite: Yeah. So we finally see the pace of growth on the revenue side outpacing the expense growth. I mean, we’re in a high inflationary environment. Expense growth is something that will continue and hoteliers are having to deal with. But to see that we’re actually going to get some GOP gains, it’s, it’s super helpful. I mean, the point I made this morning though is our margins are not growing. Yeah. So we’ve got some room to grow efficiencies and productivity within the hotels to try to get margins to grow at the same rate of GOP growth. Ryan Embree: Yeah, yeah. It’s challenging right now. And one of the things we’re doing to combat, or CoStar’s doing combat that, bottom line data being added to the product. What’s that mean for the hotel industry? Ryan Embree: Yeah, so within STR Benchmark and the CoStar platform, we introduced at the end of the first quarter our profitability benchmarking. P&L is something that STR has done for 30 years. We did it on an annual basis. And we introduced our monthly benchmarking back in 2020, literally as the world shut down. So maybe not the best timing. But of course, now we’re prepared in an environment like we are today, a very complex operating environment for our hoteliers. It’s, yes, we need to grow revenues, but we must make sure that that is flowing through to the bottom line and that our operators and owners are actually making money. And that’s not been the case in many types of hotels and many markets around the country. So we’re trying to make sure that we bring that visibility of not just the top line growth that we want to see for the industry, but the flow through all the way to the bottom line. Ryan Embree: Yeah, I’d love to see that. And, you know, another thing that we’re gonna hear constantly about at, and at this conference is AI, right? So I guess the overarching question would be more of like, how are you incorporating AI into your products right now? Amanda Hite: This is when I’m so thankful that we are a part of the CoStar Group entity. If you follow our other brands, homes and apartments launched AI in their products earlier this year. So we’re continuing to build off of that. We will have AI search in the CoStar product in the same way that you see in apartments and homes. But for STR benchmarks specifically, what we’re thinking about is making sure that we’re integrating AI into the product, not just sitting on top of the product, but like we interact with the clients all the time on the analysis in the industry. So we want to bring that through AI into the product for our customers to use. So we love when they pick up the phone and call us and wanna talk about data. Right. But we also wanna make it easier for them to surface it within their portfolios in product. And so that’s the path that we’re going down to bring that intelligence in the product and analyzing and spotting the trends, knowing what to look at or sometimes not look at, right? Sometimes it’s a great point. It’s just as important to say like, “Hey, I only have a limited amount of time. Where do I not need to spend time right now?” And that can be tricky, especially when you’re looking at a larger portfolio of trying to discern where, what makes the most sense to drive profitability for my business, for me to spend time on right now. Ryan Embree: 100%. Those complexities and driving efficiency so important right now. And turning those data, that data into actual insights. That what one of the promises of AI. So reason we’re here at the Hotel Data Conference, thank you for taking the time. We’ll, we’ll let you get back. I know you’re hosting almost 900 hoteliers here. So we’ll let, let you get back to Amanda. Thanks for stopping by. Amanda Hite: Thank you, Ryan. Appreciate it. Ryan Embree: Hello, everyone. Ryan Embree here with The Suite Spot live on location Nashville at the 2026 Hotel Data Conference here with Jan Freitag, National Director at CoStar. Jan, thank you so much for taking some time and very busy. You’re hosting almost a thousand hoteliers here. Jan Freitag: Yes, 18th year. Sold out again. So heads up, next year we’ll sell out again. But thanks for being here and sort of taking the pulse on the industry. We appreciate it. Ryan Embree: 100%. Congratulations. Amanda Hite opened us this morning saying last year when she unveiled the forecast, there were audible gaps in the crowd. I feel like behind us, people have been skipping, jumping down, up and down this escalators. Share with us, we got a revised forecast. Jan Freitag: So we’re proposing that RevPar this year is up 4.4%. So that is the second upward revision we had to make, quote unquote. And the data’s just so strong. But then that means that next year, we’re gonna see growth, but it’s much slower global. So next year we’re thinking that RevPargrowth is gonna be like, you know, 2-2.1% or so. So the negative way to say this is, “Oh, our growth rate is cut in half.” The positive way to say this is like, “Oh, we have growth on growth, right? 4% this year, ne – 2% next year.” Ryan Embree: 100%. I mean, a lot of people are going into, you know, we’ve talked to hoteliers here on the Suite Spot, going into their budgets. These are very, very important numbers for them as they go into their budgets because they wanna forecast. When we met last, we were at NYU. There had been zero soccer games played in the US. Now, 104 games later, we got a crown champion. Obviously had a big impact. We’re gonna talk about that in a minute. But that strong performance, one of your big takeaways from this morning was strong performance is gonna equal some tougher comps in 2027, right? Jan Freitag: Yeah, absolutely. So we had arguably easy comps this year, right? The Q2, three, and four RevPAR performance last year was negative. So yeah, we would outperform it this year. That was not a question. But because, RevPAR in the second quarter was up 5.7%, that is a, a very stout result, obviously driven in June, partially by the World Cup remember we’re gonna talk about. You know what that means for next year is, oh wow, we’re not gonna see that performance again. And so my conversation this morning with hoteliers is all about, okay, so how do you massage your owner? How do you have this conversation with your owner, with your team to say, look, there’s still gonna be growth, but we really have to think about this. And I heard this this morning from an asset manager at next year as a year of 10 months and two months, you know? So really take June and July out of your annual number and say, okay, so what’s the growth for that? And then, yeah, June, July is just gonna be tough cost. Ryan Embree: Yeah. Probably something that a lot of markets who hosted Taylor Swift a couple years ago had to deal with. And then maybe what LA’s gonna have to deal with in 2029 after the Olympics in 28. Jan Freitag: Yeah, exactly. So we’re already talking now about the Olympics. We’re gonna talk about, obviously the World Cup in four years over in Europe and what is the performance there. So these sporting events are just the gifts that keep on giving. Ryan Embree: Yeah. Yeah. And, and travelers continue what we heard this morning. Consumers continue to prioritize travel, which is really, really great for obviously our industry. But not without its cautionary tales, you also had a watch your margins kind of take away from that. Maybe expand on that a little bit. Jan Freitag: Yeah. So we’ve had for the last year and for the last couple of years, really this interplay between room rate growth and the rate of inflation being higher than room rate growth. And we’re taking the rate of inflation sort of as a proxy for how much more things are expensive. And the costs for hotels are obviously going up. Higher labor costs, higher insurance costs, higher food costs, higher costs, inner energy, everything. So if your costs are going up in order for your margins to expand, you need to drive room rate or revenue faster than the cost increase. And that just is not happening. So my colleague Isaac Collazo spent 55 slides and an hour explaining how margins are decelerating, unfortunately. Now, the total dollar amount, we’re everything gets more expensive, but it also means we’re having more money available as profit. But the margins are coming down. And that’s really the, maybe to me, the main takeaway from HCC this year for the budget conversation for 2027 is watch your margin. Ryan Embree: Efficiency is always looking for that, especially in these tight margin areas. And then lastly, you know, your whole presentation this morning was themed around the World Cup. And, and I do wanna bring it up because, obviously there was the quote was 104 Super Bowls. Yeah. Right? And you kind of explored that case a little bit. Found out maybe that might not be the case. Jan Freitag: Yeah, exactly. So the FIFA president had said at the time, just to explain to American audiences, “Hey, we have 104 soccer games and they look like 104 Super Bowls.” That is of course not the case. And that was never meant to be the case. Super Bowl is the largest cultural sport event in America. It happens once a year, right? And to sort of translate that was, I thought always a little silly. So it turns out that the 104 Super Bowls did not come to pass, and it was more like 30 Super Bowls, maybe if that. So yeah, it was still a very healthy impact. If you look at the markets that Hosta gave Kansas City, New York, Philadelphia, Boston, very, very strong room rate growth. Interestingly, in some markets, actually, occupancy declines. We saw that specifically in Vancouver, but we saw it in Atlanta, we saw it in Boston. Why is that? Well, because corporate America, meeting travelers, meeting planners said, “You know what? I don’t need to compete with the Tartan Army in Boston for our meeting. You know, let me just stay away. Let me have that meeting in August, or let me move that meeting to Chicago,” for example. Sure. Chicago had a very, very strong June, July meeting calendar. So it’s, um, the, the room rate increase was absolutely expected and is exactly what came to pass. It just wasn’t Autumn for a Super Bowl. Ryan Embree: Yeah. I mean, that just proves we are, uh, a collective of markets. Things are gonna be obviously different in each one. Yeah. Uh, with different factors there. You know, a- and there’s also an interesting stat, fascinating stat, I wanna bring it up, about booking windows, um, that, that you brought up there. Yeah. If you wanna expand on that. Jan Freitag: So I got this totally wrong in the run up to the World Cup because I thought, look, if somebody books that FIFA ticket a year out, and the airplane ticket’s six months out, surely they would book their hotel three months out. Yeah. That did not happen. Right. And so we saw specifically the chart that I had this morning for, uh, arrival dates, June 11, 12, 13, 20 basis points of, uh, 20 points of occupancy was booked after June 8th. Wow. So that’s a booking windows of, like, three or four days. Wow. For an event that you knew what happened, I mean, six years ago. Yeah. You know? And you had a ticket from one year ago. So I just completely though that the, uh, the, the leisure traveler, the, the soccer traveler would also book their room way ahead. That did not come with us. Ryan Embree: Very interesting. I wonder if that’s a macro trend happening right now, those booking windows starting to shorten a little bit. Jan Freitag: Yeah, and maybe that’s a takeaway for our friends, you know, in LA who are hosting the Olympics. Hey, you know, be very mindful how you match that booking window. Ryan Embree: Lessons from history learned there. Yes. Um, final as we wrap up, I always li- like, like to get any, you know, you look at a lot of data. So any interesting, uh, like, data points that really stood out or surprising? Jan Freitag: I mean, the July data came out yesterday and the luxury class RevPar growth was 16%. Ryan Embree: Wow. Jan Freitag: Talk about A, amazing, but B, A, tough comps. Yeah. In July of next year. But it was an amazing, amazing performance. July was very, very strong. Um, and June as well. So we clearly saw, you know, July was helped a little bit by 4th of July, World Cup, uh, 4th of July calendar year, but also the World Cup, obviously the final and the bronze medal games. They all, they all helped. So July was strong, June was strong. So now I think things are getting a little bit more normal – Yeah. Early on end. Ryan Embree: Awesome. Well, we’ll continue to look ahead as you will, but thank you again for taking time out of your busy schedule, Jan. Jan Freitag: Thanks for being here. Thank you. Ryan Embree: Hello everyone, Ryan Embree here with The Suite Spot. We are live on location of the 2026 Hotel Data Conference. I am here with Erica Lipscomb, EVP of Commercial Strategy at PM Hotel Group. Erica, thank you so much for joining me on The Suite Spot. Erica Lipscomb: Well, thank you for having me. Very excited to be here. Ryan Embree: Yeah, first time here on the Suite Spot. Yes. But not your first time here at Hotel Data Conference. Erica Lipscomb: Not my first time at Hotel Data Conference. This is conference number eight. Ryan Embree: Okay. Yes. All right. Hotel data conference. You obviously are no stranger, you’re a pro. What do you call a hotel data conference a success kind of reflecting back? What do you come here to accomplish and to learn? Erica Lipscomb: You know, I, again, this is our start of budget season. Sure. Right? Yeah. So I actually, uh, had dinner with Amanda last night and said, “You do realize what you’ve done here, right? We cannot even start our budget calendars until there’s an HTC.” Yeah. So really what I look forward to is not coming here just to hear that the amazing news of an increase year over year, or that we’re gonna increase in the year for the year. Sure. But what are those things that I can take away that can make it tactical for our teams? Mm-hmm. So learning from industry leaders that are here. We have amazingly smart people that are here at this conference. And we’re really drafting and shaping what the industry will look like. So what are those learnings? And then how do I make sure that we trickle that down within the organization and get them to our teams? Ryan Embree: Which can change so rapidly, right? As we know – Absolutely. It’s gone from, uh, a yearly change to almost, it feels like a weekly, especially with the AI and technology conversation. Yes. You were on a panel last year here at this same conference. I’m curious, what were some of the conversations then versus now? Erica Lipscomb: Yeah. And very different. I think it’s been extreme polar opposites. Okay. I feel like last year, there was a lot of conversation about AI. Mm-hmm. But more on the what is AI. Mm. And how are we gonna use AI? Yep. And it’s already started in conversations this morning. You know, we started networking last night, and most people are now really talking about what is AI doing for us to make sure that we’re efficient, making sure that our teams are effective, um, ensuring there’s profitability back to our owners. So it’s gone from a concept – Yeah. To now actually, how are we utilizing AI to be better in the industry, but keeping the forefront our customers? Ryan Embree: It feels like we’re in the sandbox now, right? And there’s a lot of companies out there trying different things. It’s the exploration process and, you know, maybe some success, but even, uh, lessons in the failure. Uh, I, I’ve been hearing a lot about that as well. So hotel data, obviously data is the name of the game. Yes. Still one of the most important tools I feel like right now on our quest of guest personalization. And so much it can do to kind of like what you said, prepare us for the rest of 2026 and even into 2027. Right. How is PM Hotel Group kind of leveraging data for growth and, uh, experiences? Erica Lipscomb: So actually you started with, with growth and experiences. Yeah. So really starting with growth. Yeah. We really are starting with AI in our business development side of our, our, of our home. Sure. And really how are we looking for the right clients that fit PM? Yeah. How, again, when you look at, uh, BD, it’s a relationship. Mm. So who are those owners? Who are the asset managers? What do their teams look like? Is that a right fit? And how can we help them grow? So that’s really the act – acquisition of the client and the customer. And then when we get to the property level – Right. Then as an enterprise, as a support center, what we’re looking to do is how do we use data, which is the, the heart – Yeah. Of revenue optimization. Sure. How are you using that data to make sure that we’re pulling through every step of the guest journey? So from the time again, acquisition of a customer. Right. So now not an owner, but that actual guest that’s gonna be staying at our properties, what does that customer journey look like? How do we find the right customer? We have a very diversified portfolio – Oh, yeah. For each one of our assets in the portfolio, ensuring that they convert. And then once they’re there in their stay, are we pulling through on all the experiences they expect? Whether it’s an independent hotel and the experiences that come along or for the brands and the brand standards. And then once our guests leave, how do we make sure that we are still speaking to them – uh-huh. And making sure that they return? Ryan Embree: I love how you walk through the entire guest experience. I think sometimes we get caught up just thinking about one or two elements of it. Right. But it really does start. I mean, the hot topic right now is that AI visibility, right? Absolutely. And being bound, uh, because our travelers are changing the way that they’re searching for hotels and doing their research. So, uh, it’s super, super important there. We’re in Nashville, Erica, uh, no stranger for PM Hotel Group. Yes. Uh, you guys just, uh – Very excited. Assumed management, 12 properties. Yes. Uh, what do you lo – like, um, from a Nashville market standpoint? I mean, this has just been such a hot market right now in hospitality. Uh, but also, you know, a big threshold of, uh, exciting 80 plus hotels for PM Hotel Group? Erica Lipscomb: Yes. We’re very excited to have the 12 hotels that, from Pinnacle that joined our portfolio. And that’s really our sweet spot, right? Finding those type of assets that fit our growth in our platform, and that we can make sure that we’re optimizing on their revenue, as well as excellent customer experience and guest operations experience. So what I really like about Nashville, and it’s not a new growth. Right. You know, Nashville never stopped growing, right? Where the, where the rest of the world really has struggled even, you know, six years ago. Through COVID. Nashville didn’t, right? Ryan Embree: It was red hot. Erica Lipscomb: But what most people think about when you hear Nashville, they’re really just thinking it’s an entertainment city. That’s not just all Nashville is. So when we peel it back and take a look at the segmentation and what’s driving Nashville, you do still have that customer that is true corporate business. And you still have conventions and groups. I was just in a group maximization winning group seminar just not too long ago. And in that breakout session, we really talk about group continues to still grow. Oh, yeah. And when you take a look at the first half of this year, that growth is really happening not only just in convention centers, but those hotels that have group meetings. Even when you take a look at those assets, what’s interesting is the growth is not just in the hotel that has most of the group, but if you are affiliated. You’re feeling that demand. Leveraging the demand and continuing to drive occupancy and ADR. Yeah, absolutely. So that’s why we’re still excited about Nashville. It’s one of those markets that continues to do well, not just in entertainment, but on the corporate business transient side, as well as group side. Ryan Embree: It’s a perfect destination. That’s why we got almost a thousand hoteliers here at the hotel data conference. Erica Lipscomb: That’s sold out again this year. Ryan Embree: Absolutely. Well, any. I mean, I can tell just by the conversation we’re having, very passionate about your work. Any projects you’re particularly fired up about right now? Erica Lipscomb: The project I’m probably most interested in is what I was hired for is to really continue to evolve commercial strategy. So commercial strategy is not just looking at every discipline in a silo. They’re all very important to revenue optimization. But how do we now continue to go from just having the commercial conversations, but also leverage the experience in each discipline? So our customers, when they look at our hotels, And they look at that curse customer journey that we just walked through – Right. They’re not looking at sales, revenue, marketing, distribution, operations. They’re looking at their holistic experience. Yeah. And so why not make sure that we internally stop looking at how well each d- division does and, and, and our, each siloed discipline, but let’s look through the lens of a gu – of a customer. Yeah. What’s that experience look like? And then how do we all play a part of it? Yeah. Exactly. So that’s what I’m excited about. And using, continuing to use AI. Yeah. How do we make sure that we’re leveraging commercial? Yeah. And then making sure that our use of AI is making our teams much more efficient – Mm. And effective in h – in how we run our businesses. Ryan Embree: That’s what I was gonna say. It’s, it’s such an inflection point, and I’m sure very exciting for, for your job with the technology in hand. Now you’ve got the power to, uh, break down those silos, right? Absolutely. Create efficiencies there. Yes. Uh, well, as we wrap up, you know, we always. One of the things here that we love to do at the Hotel Data Conference is try to predict the future, right? Forecasting, everybody. It’s a, it’s an impossible job, but we do it every single year. Right. Uh, you know, so from a commercial strategy standpoint, I know you, you, you just mentioned the projects you’re working on, but what’s your vision for PM Hotel Group as we kind of go into the latter part of the 2020s? Erica Lipscomb: So latter part of the 2020s, I think that the company’s vision is to really leverage the portfolio and the diversity of the portfolio. We saw that growth that we had just here in Nashville. I’m sure you saw the news that Reset our first brand to enter Marriott’s or outdoor collection. Yeah. We’ve noticed that when you continue to diversify and not really just say, okay, we are just this type of company, making sure that we’re leveraging the expertise of our team. Mm-hmm. We can be many things – Yeah. To many customers. Yeah. And so lev – continue that leverage, that growth, but we do see that growth continue to be in experiences. Yeah. Right? So every brand is rolling out how they’re working with experiences. But what we do see, that lifestyle, outdoor – Oh, yeah. Experiences. We’ve had our first entree into it, and we’re gonna continue to grow. Ryan Embree: Awesome. We’re excited to watch that growth, and yeah, that experiential travel continues to be something, conversations we’re having here, prioritizing, that’s what the guests are prioritizing travelers are. Congratulations on all this. We continue to watch it with PM Hotel Group. Thanks, Erica. Erica Lipscomb: Thank you. Ryan Embree: Hello, everyone. Ryan Embree here with The Suite Spot. We are live on location at the 2026 Hotel Data Conference. I am here with Max Spangler, VP of Technology at Charlestown Hotel. Max, we know you’re on a panel tomorrow. We’ll talk about that in a second, but thanks for taking the time to join us. Max Spangler: Absolutely. thanks for hosting me, Ryan. Ryan Embree: Yeah, Gotel Data Conference. Name of the game, data. We’re gonna talk about, obviously, your role and, and where data plays into that. But first, you come to a conference like this, what’s the expectation? What do you hope to get out of it? And maybe when you’re a couple weeks down the line, looking back on the conference, that was a success. Max Spangler: Yeah, you know, for me, I spend a lot of time at conferences that are very narrow in scope, right? Sure. Whether it’s high tech or the hospitality show, or even technology conferences that are outside of hospitality. Sure. So coming to HDC is always great. It’s always refreshing. The keynote panel in the beginning always gives me, hopefully, optimism. And this morning, it was very optimistic – Yes. About the way things are going. So I’m thankful for that. But it’s great to hear from commercial peers how they’re using data, how they’re surfacing insights, what tools they’re using, and how they’re turning it actionable. I mean, I think for me, as someone who spends a lot of time staring at screens, developing tools, looking at dashboards, hearing from people that actually depend on this information – Yeah. So crucially is really refreshing. So I get to, like, cut through the noise a little bit and hear what’s working, and hopefully hear what’s not. Ryan Embree: Yeah, and that’s what leads to your panel tomorrow, connecting AI to commercial strategy. Yeah. Uh, maybe give our sweet spot listeners a little bit of sneak peek and maybe your thoughts on the subject. Max Spangler: We’ve got a great panel tomorrow. Super stoked for it. You know, so we, we had a pre-cause you tend to do with those panels. Right. And as a result of that, we decided to zoom out a little bit, which I though was important. So commercial still is the through line, as you would expect at HTC, but given the man – the, the members that are on the panel, we’ve got some people that, you know, are on the, the, the revenue management side. We’ve got some people from HFTP. Um, you’ve got me as an independent operator. It w- we felt, we felt it really important to say, “Let’s, let’s zoom out. Let’s take a pause and, like, let’s look at where the industry is holistically.” Sure. And so the questions are really driving off that. So you’ll find that, um, there’s insights about a year from now, what would we like to be doing differently, right? How are we driving ac- actionable insights? What KPIs are important? What KPIs are important? Yeah. Things like what’s the difference between automation versus th- this new agentic era? Mm. So I think it, um, I’m actually really excited for it. The panel’s great, and I think you’re gonna get some, some really interesting insights from a variety of different opinions. Ryan Embree: Yeah. And what we talked about is so much can change. Yeah. And you could talk about what could happen in a year. I mean, that could be a couple cycles with technology right now. And that’s why I, I was really looking forward this conversation, Max. Yeah. Because, you know, I get industry leaders, sometimes brand leaders, but you’re, you’re in it every single day, right? Yeah. Uh, VP of technology. Yep. Where do you think we are in the AI adoption – Yeah. Uh, uh, cycle? And then maybe zoom in a little bit on Charlestown Hotels. Max Spangler: Yeah. So if we, if we look at sort of where things are globally for the state of AI, I think obviously in the technology space, it’s an existential crisis, right? Right. I mean, I think you see that in, in jobs reports. I think you obviously see it in the way that they’re measuring AI as an accelerant. Yeah. You know, so, uh, friends of mine that work for tech companies, they’re seeing their time to release production code going from five weeks, four weeks down to one week. Wow. It’s easy for them to measure. It’s easy for them to see the outcomes for us. Yeah. I think it, it is ultimately a little bit more difficult. For Charlestown, you know, we think it’s really important to keep hospitality at the center of what we’re doing, right? And so we’re not parading around trying to be an AI company or a SaaS company. We firmly believe people and hospitality at the center of, is gonna be at the center of what we do.m. How do we use AI to power that? Whether it’s through efficiencies, you know, through maybe more sophisticated RMS, through, you know, generative guest insights. How do we make sure that we’re being discovered when people are asking what’s the best hotel in downtown Charleston, South Carolina? Those are really hard questions to answer. No one’s got it figured out. But the conversations that are happening here are super encouraging because I think there is a lot of people admitting that and coming together to try to find, um, the best path forward. Ryan Embree: And you were, this is not your first per – podcast that you’ve been on recently. I saw you, uh, on CoStar News Hotel podcast where you talked about escaping hospitality’s AI hype echo chamber. Yeah, yeah. What’s your thoughts on that? And maybe how do we avoid doing that here in, in spaces like this? Max Spangler: I mean, it’s, if you go on LinkedIn, you can feel like, you know, FOMO is like a- absolutely crushing you, right? Right. Everyone is, like, piloting something new. Right. Everyone is, is advancing seemingly at the speed of light. It’s really important to come to a conference like HTC, uh, to get a real life temperature check with what people are doing and how they’re doing it. There is a tremendous amount of hype. There’s a tremendous amount of potential, but I think for a lot of us, and especially from someone sitting in the seat of an operator, you have to be very disciplined. Yes. You know, you have to have a step-by-step sequence of how you’re actually gonna accomplish this. It’s okay to introduce a little bit of chaos. We’ve done that in the early days. I mean, if you go back, you know, to 2023, 2024, we’re experimenting with all the frontier models. But eventually, we wanted to collapse that into a unified choice, pick one model so that we can move forward and start measuring, you know, are our team members crawling? Who’s walking? Who’s running? How do we devise resources to help kind of get everyone on the same page, march in the same direction, and get better at this? Yeah. And so that, that’s, that’s been our strategy. And fortunately, like, that’s what I’m hearing here at the conference. Ryan Embree: And the motivation for implementing AI can’t come out of fear of we’re not doing enough. Yeah. Or, you know, we’re just, that FOMO feeling that you’re talking about, it has to have, what you said, discipline and direction. Yeah. And Max Spangler: Ryan, like, fear is a huge part. I mean, that’s one of the things that we’re constantly up against. There’s. I, I think the, the negative attitude and apprehension towards AI is only gonna continue to grow over time, right? Just like the excitement over it is gonna continue to grow. Yeah. Same thing’s true for the negative. I mean, you have people that absolutely have their head in the sand, which is okay. Right. Um, for, for certain reasons, you have people that obviously have negative feelings about it because of the socio – uh, economic impact. Sure. Companies potentially might be laying off job just Placement or replacement as a result of LLMs and the technologies that they introduce. There’s the environmental factors. So, like, all those things are absolutely true. We don’t think it’s, as Charlestown, our responsibility to sort of correct that. Right. But we do wanna make sure our associates, team members, and corporate, and corporate leadership team know this isn’t going anywhere. Yeah. It’s fundamental core to the business, and we’re gonna make an investment into our teams to make sure that they’re prepared for this new wave, whatever it looks like. Ryan Embree: It’s exciting times. And it’s okay to experiment fail sometimes, because that, that’ll show you some lessons too. Sure. Max Spangler: Yeah, we. Yeah, we’ve run so many pilots. We’ve had so many things fail. We’ve incinerated millions of tokens and subsequently thousands of dollars as a result of – Yeah. Um, so many pilots, but we’ve learned a lot. Yeah. Uh, and we’re in a much better spot as a result of it. You have to be willing to take risks, especially now. I do believe, like, no one’s gonna be left behind yet, but there is absolutely an advantage to being a first mover. And I think the companies that are at least experimenting and building AI fluency for their teams are gonna be much better, uh, much farther along than everybody else. Ryan Embree: 100%. And, you know, one of those spaces is, is the data, right? That’s, I mean, that’s the name of the game of this conference here. Yeah. How are some ways are you leveraging data to kind of – Yeah. Grow Charlestown hotels or even just create efficiencies? Max Spangler: Yeah. So for us, it, it, it is a challenge to think about the kind of company that we are. We focus mostly on the independent space. Mm-hmm. So we don’t have sort of the technology through line like the brands have where – Sure. You know, they can force a certain PMS, POS, CRS, like, it’s very clean and organized and scalable that way. Yeah. For us, you know, when we come into a new hotel operating environment, in most cases, technology hasn’t been a major form of investment, right? I mean, most people don’t come to Charlestown hotels with a great performing asset. They’re like, “We’re in trouble. We need your help.” Right. So then I come in, you know, from the technology perspective and it’s like, okay, this is difficult. How are we gonna extract information, put it into a centralized place, be able to sort of layer a, a, a, a BI tool or reporting package on top of it to actually surface the insights so these one-off owner operators can get the insights that, like, a company like Charlestown Hotels can deliver at scale with all the independent properties and things we’ve learned across the secondary and tertiary markets that we work in. Max Spangler: So, I mean, to put it simply for us, it is about having, like, a central data repository or warehouse. Sure. I mean, there’s plenty out there. Databricks, Snowflake. We’re a BigQuery customer. We do a lot with Google. Um, but it is, you know, if, if you think about where things are going to bring it back to AI, so much of the conversation surrounds having a good data foundation, because AI is an accelerant. If you have bad data, it’s gonna accelerate you to bad outcomes more quickly. Yeah, that’s a great point. If you have a bad business strategy, it’s gonna optimize for the wrong KPIs. So for us, it is very much about having solid fundamentals. Yeah. That’s not a reason for you to stop, right? It’s just more a reason for you to proceed cautiously. Ryan Embree: Absolutely. And, you know, you do it right. All of a sudden, you get that personalization, which, you know, hospitality’s been really the last decade – Yeah. Has been striving so much for to get that personalization within the guest experience. So as we wrap up, you know, we always like to. I know this is gonna be difficult because, like we said, things change so quickly in the tech space. Yeah. But what’s your vision for Charleston Hotels from a technology perspective? Max Spangler: Yeah, great question. I thought you were gonna ask me a hard one, like, what’s my favorite color? But, uh, no, for, for. Vision for technology, you know, for us, as long as we keep, like, hospitality at the center – Yeah. As our north star, that really does simplify things for us. It is gonna be difficult. There’s, you know, obviously a whole host of different frontier models you have to choose from. Tokenomics is gonna continue to be a big part. People talk about ROI with LLMs, but no one’s really talking about the expense – Yeah. And expenses continue to grow. Great point. Right? So we’re, we’re focused really on, you know, not only the, the ROI from some of the LLM tools, but, but obviously the tremendous cost that’s associated with running them at scale. But as long as we keep people and human beings at the center, reducing mundane work, admin tasks, friction so that our people can spend less time in front of screens and just be more hospitable, I think that really is the vision. Technology’s gonna support that. It’s gonna hopefully be more invisible to the people that come to hospitality. They didn’t come to, like, move information around – Right. Push paper or spend time in front of a computer. They spent it to, like, be empathetic, to be excited – Yeah. To surprise and delight. And so our goal, that’s our north star, and technology’s gonna be there to support it. Ryan Embree: Yeah, I mean, some industries, you’re, you’re right, are gonna be completely flipped upside down – Yeah. With this technology. But hospitality, we have that advantage of being a people first industry, so. Max Spangler: I, I think it’s, like, the, the key differentiator, and it honestly, it’s like, hospitality has an opportunity to have a really strong opinion. As so many industries are completely rolled over by this AI wave – Yeah. Hospitality can actually say, “No, you know what? People are…” And people in hospitality are at the center, and so as there is potentially more AI backlash and people are seeking more authentic experiences – Right. With people and connections – Yeah. I think it’s, it’s gonna be a great benefit to our industry. Max Spangler: Yeah, and we’ve seen from the data, experiences still seem t be – Yeah. I think that’s gonna grow. Yeah. Ryan Embree: Yeah. Agreed. Uh, Max, appreciate the time. Thank you. Uh, we’ll keep an eye on Charleston Hotels and everything you’re doing over there. Great. Congratulations. Max Spangler: Thank you. Ryan Embree: Hello, Everyone. Ryan Embree here with The Suite Spot. We’re live on location at the Hotel Data Conference 2026 here with Sam Trotter, Head of Digital Marketing for Indigo Road Hospitality Group. Sam, thanks for taking some time. Sam Trotter: Thanks for having me here. Yeah. I’m excited to be here at the Hotel Data Conference. Ryan Embree: It’s our first time here, but you said you’re, you’re a pro. You’ve been here for many years. Yeah. What does a successful hotel data conference look like for you and some of the takeaways that you look for? Sam Trotter: I really love having a good sense of what’s gonna happen next year. So you get some really great data here where you actually can take to your business planning sessions and use and say, “Hey, you know, I have this from the data conference, and they’re forecasting this growth in this market.” And you have something tangible. Yeah. So you’re about to head into budget season. Yeah. So having that in hand is really, really nice. Ryan Embree: That’s a big part of it. I mean, budget season, you gotta make those operation efficiency. We talked about the margins, how tight those are right now, especially in hospitality. One of the ways that hospitality’s changing right now is through AI search. You were on a panel here. For those that weren’t able to join us here in Nashville, maybe unpack that topic a little bit, because it’d certainly be top of mind for a lot of hoteliers right now. Sam Trotter: Well, it was really fun. It was a packed house, so a lot of interest in it. There’s a lot to talk about. I think we did a little bit of an intro to the topic, just so that everybody was sort of on the same page. But this is a new thing that we’re all having to adapt to. And we’re gonna have to focus on this. And in the panel, I said, “This feels a lot like 2006 when SEO was becoming a big thing.” And I remember I hired this French couple to do our SEO for this hotel that we were opening. It was like $10,000. In 2006. And it felt kinda like magic. Yeah. You know, like, what are they, what are they actually gonna do, right? And so it’s really tough. Who do you listen to? What actually works? And it was a great panel. And there’s no main takeaway other than we’re doing a lot of AB tests. We’re trying to figure out what works. I’m looking at the dashboards from our different properties. Who’s doing well? Who’s not? Yeah. And trying to pivot. And so we’re at this really interesting phase where it’s not really clear, right? Everybody’s telling us different things. Who do you listen to? So I honestly think it’s really exciting. Ryan Embree: The good news is it’s a challenge that a lot of people are attacking at once, right? And that’s where you’re gonna kind of find maybe lessons learned, even in those failures. So I think it is interesting because ultimately what happened with SEO is, like, there became a little bit of of a game plan that you could attack it with, right? That people are still trying to kind of balance. And then there were switches, right? That’s the other thing, is you could attack it one way and then all of a sudden, next week, algorithms change and it’s back to square one. So it was very, very interesting. But I think it’s events like this and panels that you’re on, Sam, that help kind of. Where everyone’s going through this right now. And to try to get through the weeds on it and try to figure out what is a good course of action here. And it changes so quickly. I think AI gets a spotlight, obviously, for good reason because it’s just this up and coming technology. But digital marketing also feels like it’s fast changing and evolving. And it’s been doing that for the past decade. You think about social media updates and everything like that. Yeah. I guess, how do you view digital marketing right now from a strategic standpoint and, and how hoteliers should be embracing and, you know, maybe investing in It? Sam Trotter: So that was a big question, right? Ryan Embree: Yes, sorry. Sam Trotter: When I have new marketers join, junior marketers, I always tell them there’s really no such thing as an expert anymore. Because it’s gonna change next year. Right? Ryan Embree: Great point. Sam Trotter: There are certain fundamentals that will help you no matter what, from 10 years from now, they’ll always be in play. I think what’s really interesting now with AI is I feel like there’s more emphasis on brand and category ownership. So if the AI is the most educated person in the entire world about hotels in Nashville. I mean, that’s what it is. Sure. It’s the most educated person in Nashville. What do you wanna teach it? And so if you’re teaching it, I have a pool and a fitness center, that doesn’t really help, right? ‘Cause now you’re just the same. And so what category can you own? Can you be the wellness hotel of Nashville? And if you’re the wellness hotel of Nashville, what that looks like is everything we say and we do reflects that. So I have spa packages, we have spa activations, we have a spa month. We have an amazing spa. We have spa content. We have spa creators that come in. And so when you’re doing that, all of a sudden the AI’s like, “Okay, no, this is the spa hotel of Nashville.” Because it’s, there’s evidence. Yeah. Right? And so I think there’s gonna be more emphasis on this category ownership, right? More than ever. And that boils back down to your brand. Ryan Embree: No, I love that. I think that’s a great explanation to someone who might feel overwhelmed in this right now. But those searches also could get very specific, right? I’m looking for a place that’s pet friendly, that is dedicated to wellness, where I’ve got my family coming to. So that’s where it gets a little bit tricky of the categories could turn into subcategories and then very, very niche. But it’s also the beauty of it, I think on the other side, is that your travelers are gonna be able to hopefully find the right hotel for them and what they’re looking for. Sam Trotter: So going back to your question, you asked me about social media. Because things are changing so fast, the, what we don’t really realize, and we don’t talk about, is the number one AI that we talk to is Google’s AI overview. That’s the one that when you have a long search, it defaults to, right? And it is weighing YouTube more than any other social platform – Great point. Because they’re not giving access. Right? So TikTok’s not giving them access. So now all of a sudden, YouTube is like this big player. And so we’ve got 76 locations. How do you scale YouTube? Yeah. And so, you know, we’re trying to figure this out in real time, and it’s a lot. There’s a lot of change happening. Ryan Embree: No, that’s a great point, what you said about Google, because a lot of people might be listening to this being like, “Well, I’m not, I’m not really looking, or I’m not using AI in my everyday life.” Well, Google’s really, you know, that AI overview, you are using, right? And it’s just, it’s gonna become more and more, whether we know it or not, a part of our life, you know? So that’s a different conversation. You know, Sam, Indigo Road Hospitality Group, you just mentioned tons of locations. What are some of the projects you’re most excited about that you’re working on right now? Sam Trotter: So, we have amazing locations, and there’s so many that are really interesting that we have coming up. We’re dabbling in more and more to membership clubs. Which is something that, we have one right now in Bentonville, and then by the end of the year, we’ll have two more. So we’re going from zero to three in a pretty short amount of time. It’ll be like a year and two months, we’ll go from zero to three. So it’s something that has been really fun to learn about, and there’s new platforms to learn about. So that’s really exciting. And then, I’m working on some fun data projects too, fun to me. I’m trying to set us up to have our own loyalty program. And so I’ve got some cool things in the works. So I’m really excited about that because we have a diverse portfolio. We have coffee shops and restaurants and hotels. And venues and how do you get them all to talk? Right? How do we put them all in one place, but have them separate? How can we share notes? How can we improve the guest experience? So there’s a lot of really cool things that are happening now. And one of the benefits of AI is partners are, are improving their platforms faster than ever. Oh, yeah. Which is fun if you have the right partners. And they are doing it. Ryan Embree: Yeah. I mean, and loyalty programs, you also learn more about your guests and hopefully create personalization, which is, you know, a topic that has been in hospitality. But we’re getting closer and closer, I feel like, to what we may have talked about five years ago at a conference like this. Be like, “There might be a time where we could do this, and now with the power of AI, it, it’s possible.” Yeah. Well, as we wrap up, kind of what’s your. I know we just talked about the future, but, and it’s hard to predict, but what would be kind of your vision for the future, in your role at Indigo Hospitality Group? Sam Trotter: I would say that, I guess thinking more optimistically, ultimately, it’s gonna be about the guest experience. It’s gonna be about the surprise and delight. It’s gonna be about having great employees who are happy to be where they’re at and that wanna be there. And the best marketing is a great experience, right? So what’s my role in that? You know, how can I help operations do their thing? And that’s the foundation of everything. At the end of the day, I think that’s it. Ryan Embree: There is a, there is a comfort, Sam, to being in an industry that we knew can only be disrupted so much by AI, but at the end of the day, it is gonna still come down to people serving people and creating those memorable experiences, and hopefully AI gives the opportunity to do. Sam Trotter: I have a anti-trend for you, right? Okay. So we’re here at, at the Grand Hyatt. There’s no kiosks, right? Check in. There’s still front desk people. 10 years ago at the hotel data conference, I think we would’ve though it was all kiosks. So hospitality has reigned supreme, and I think that’s the future. Ryan Embree: Yeah for, they say hospitality is the first ever industry and it’ll be here for a long time. So Sam, we appreciate it. We’re gonna watch you and, and everything you’re doing over there. We appreciate you taking some time with us. Sam Trotter: Thank you you so much. This was a lot of fun. All right. Ryan Embree: To join our loyalty program, be sure to subscribe and give us a five-star rating on iTunes. Suite Spot is produced by Travel Media Group. Our editor is Brandon Bell with cover art by Bary Gordon. I’m your host, Ryan Embree, and we hope you enjoyed your stay.

This episode is a re-air of one of our most popular conversations, featuring insights worth revisiting. This week on The Data Stack Show, Eric and welcomes back Ruben Burdin, Founder and CEO of Stacksync as they together dismantle the myths surrounding zero-copy ETL and traditional data integration methods. Ruben reveals the complex challenges of two-way syncing between enterprise systems like Salesforce, HubSpot, and NetSuite, highlighting how existing tools often create more problems than solutions. He also introduces Stacksync's innovative approach, which uses real-time SQL-based synchronization to simplify data integration, reduce maintenance overhead, and enable more efficient operational workflows. The conversation exposes the limitations of current data transfer techniques and offers a glimpse into a more declarative, flexible approach to managing enterprise data across multiple systems. You won't want to miss it.  Highlights from this week's conversation include: The Pain of Two-Way Sync and Early Integration Challenges (2:01) Zero Copy ETL: Hype vs. Reality (3:50) Data Definitions and System Complexity (7:39) Limitations of Out-of-the-Box Integrations (9:35) The CSV File: The Original Two-Way Sync (11:18) Stacksync's Approach and Capabilities (12:21) Zero Copy ETL: Technical and Business Barriers (14:22) Data Sharing, Clean Rooms, and Marketing Myths (18:40) The Reliable Loop: ETL, Transform, Reverse ETL (27:08) Business Logic Fragmentation and Maintenance (33:43) Simplifying Architecture with Real-Time Two-Way Sync (35:14) Operational Use Case: HubSpot, Salesforce, and Snowflake (39:10) Filtering, Triggers, and Real-Time Workflows (45:38) Complex Use Case: Salesforce to NetSuite with Data Discrepancies (48:56) Declarative Logic and Debugging with SQL (54:54) Connecting with Ruben and Parting Thoughts (57:58) The Data Stack Show is a weekly podcast powered by RudderStack, customer data infrastructure that enables you to deliver real-time customer event data everywhere it's needed to power smarter decisions and better customer experiences. Each week, we'll talk to data engineers, analysts, and data scientists about their experience around building and maintaining data infrastructure, delivering data and data products, and driving better outcomes across their businesses with data. RudderStack helps businesses make the most out of their customer data while ensuring data privacy and security. To learn more about RudderStack visit rudderstack.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's reduced Ohio financing guarantee signals cracks in the AI infrastructure buildout. The handpicked topics for this week are: Marvell and Google Finalize $120 Billion Custom-Silicon Deal: Marvell secured a six-and-a-half-year agreement with Google worth close to $20 billion annually, alongside a warrant covering approximately 7% of the company. The deal extends Marvell's position across all three major hyperscalers through attach silicon: accelerators, optical and networking connectivity, memory interfaces, and near-memory compute built around the TPU ecosystem. Patrick Moorhead noted Marvell's CXL memory-pooling work signals where next-generation architecture is heading beyond current TPU designs. (The Decode) Modular Delivers on Open Compiler Promise at ModCon 2026: Modular open-sourced its Mojo compiler under Apache 2.0 and launched Modular Cloud, a platform letting enterprises arbitrate across both AI models and underlying hardware architectures. Moorhead reported the update removes device restrictions from the Max license and adds support for AWS Trainium and Qualcomm's own data center accelerators, with an alliance program set to launch by year-end. He argued the move gives Qualcomm indirect revenue exposure across every token served, extending its footprint from data center to edge, robotics, and industrial IoT. (The Decode) OpenAI Balances a Safety Push With Codex-Driven Enterprise Wins: OpenAI paused reinforcement learning for its newest model and strengthened its data-retention policies, while high-profile Codex results—including Asana compressing an estimated five-year engineering effort into two weeks—showcased its enterprise impact. Daniel Newman saw the timing as an effort to reset the narrative around safety and transparency after months of competitive pressure from Anthropic. Patrick Moorhead also examined OpenAI's use of activation classifiers, which monitor internal model activity token by token and trigger deeper review only when risks are detected—a safeguard that adds roughly 20% to inference costs. (The Decode) Texas and Pennsylvania Tighten Rules on AI Data Center Development: Governors in both states issued new restrictions within two weeks of each other, with Texas pausing new approvals pending an audit, and Pennsylvania adding fresh permitting requirements. Moorhead reported that at least 40% of Texas's planned data centers run on self-sustaining natural gas power and never touch the ERCOT grid. Newman connected the political friction to a communications gap, noting recent polling shows more support for a nuclear plant nearby than a new AI data center. (The Decode) Micron Commits $10 Billion to Boise Research Labs on Top of $50 Billion Fab Buildout: Micron unveiled a decade-long research lab investment in Boise, Idaho, alongside its existing $50 billion fabrication expansion, part of a CapEx program Newman noted totals roughly a quarter trillion dollars in commitments. Both hosts framed the spending as reinforcing memory's strategic status alongside leading-edge logic, with Newman citing HBM's technical differentiation as harder for competitors to replicate than standard NAND or DRAM. Moorhead pointed to Micron CEO Sanjay Mehrotra's argument that domestic memory manufacturing will determine AI leadership. (The Decode) The Flip: Is NVIDIA's Ohio Scale-Back a Capex Crack or Disciplined Structuring?: NVIDIA reduced its financing guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion, a shift Moorhead argued as the first visible sign of balance-sheet discipline overtaking the demand story. Newman countered that the adjustment is one component of a financing platform exceeding $600 billion, with the ceiling free to rise toward $350 billion as compute commitments grow. The Flip assigns Patrick Moorhead and Daniel Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) Micron ($MU) Reclaims $1,000 for First Close Since Early July: Micron shares closed above $1,000 on Monday, August 17, with analyst price targets extending to $2,200 as HBM capacity books through 2027. Newman tied the stock's volatility to broader credit and bond-market conditions, including rising long-term Treasury yields. Moorhead noted the White House recently discouraged Apple from sourcing Chinese memory, a factor he sees supporting the move. (Bulls and Bears) Analog Devices ($ADI) Posts First-Ever $4 Billion Quarter: Analog Devices reported fiscal Q3 2026 results Wednesday, August 19, beating on revenue and EPS with a Q4 guide above consensus. Moorhead noted the company's data center business, filed under its communications segment, grew 84%. He argued Analog Devices under-tells that story relative to peers like Coherent, which market similar exposure more directly. (Bulls and Bears) Watch the full episode at sixfivemedia.com and subscribe to the Six Five Pod so you never miss an episode. Six Five Summit: AI Unleashed runs August 25–27, fully virtual, with speakers including Marc Benioff and leaders from Snowflake, Applied Materials, and Marvell. Register at sixfivemedia.com/summit. The Decode Marvell + Google https://finance.yahoo.com/technology/ai/articles/marvell-lands-white-whale-google-072339694.html Modular Mojo 1.0 https://www.modular.com/blog/mojo-open-source OpenAI Safety Controls   https://x.com/OpenAI/status/2090165328290701800 Texas + Pennsylvania Data Center Rules https://www.reuters.com/legal/government/pennsylvania-governor-signs-order-imposing-new-rules-set-up-ai-data-centers-2026-08-18/ ; https://www.reuters.com/business/energy/texas-governor-orders-pause-new-data-center-approvals-pending-audit-2026-08-04/ Micron Boise Investment https://www.cnbc.com/2026/08/20/micron-boise-chip-fab-expansion.html The Flip FOR: https://www.wsj.com/tech/nvidia-downsizes-plans-for-250-billion-guarantee-of-openai-data-center-b56c38d3 AGAINST: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html Bulls and Bears Micron ($MU)  https://finance.yahoo.com/markets/stocks/articles/micron-reclaims-1-000-amid-015952797 Analog Devices ($ADI) https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026  

In this talk, Radovan Bacovic, Principal Data Engineer and Snowflake/dbt Ambassador, shares his two-decade journey, from traditional database administration to leading modern data platform engineering. We explore the essential building blocks of scalable data architectures, the trade-offs of no-code solutions, and how to effectively integrate AI into your data pipelines while maintaining strict security and governance.You'll learn about:- The evolution of the full-stack data engineer over the past two decades.- Building scalable, business-driven data platforms without premature optimization.- Efficient data modeling and transformation using DuckDB and dbt.- Leveraging AI to accelerate pipeline development and launch data products.- Implementing enterprise data governance and robust pipeline security.- Balancing no-code integration tools with strict DataOps methodologies.LINKS:https://gitlab.com/radovan.bacovic/wsc26_dataops/-/blob/main/README.md?ref_type=headsTIMECODES:0:00 Data Engineering Career Trajectory and Industry Experience6:37 Full Stack Data Engineer Role Evolution and Responsibilities14:45 Scalable Data Platform Architecture and Business Alignment21:59 DuckDB Integration and Premature Database Optimization Avoidance30:04 Data Pipeline Transformation and Data Modeling with dbt35:31 Modern Data Platform Ecosystem and Infrastructure Orchestration42:13 AI Powered Data Products and LLM Pipeline Automation49:42 Enterprise Data Governance and Pipeline Security Best Practices55:06 No Code Data Integration Tools and DataOps MethodologyThis talk is ideal for data engineers, analytics engineers, and data platform leads looking to modernize their tech stacks and future-proof their infrastructure. It provides highly actionable insights for anyone aiming to build resilient, AI-ready data platforms that prioritize real business value and strict security constraints.Connect with Radovan- Twitter - https://twitter.com/Al_Grigor - Linkedin - https://www.linkedin.com/in/agrigorev/ Connect with DataTalks.Club:- Join the community - https://datatalks.club/slack.html- Subscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQ- Check other upcoming events - https://lu.ma/dtc-events- GitHub: https://github.com/DataTalksClub- LinkedIn - https://www.linkedin.com/company/datatalks-club/ - Twitter - https://twitter.com/DataTalksClub - Website - https://datatalks.club/

Claire Casely joins me to discuss her new book (in two volumes) on West Country Pixies (which includes a foreword from Joshua Cutchin). Claire lives in Devon, right next to Dartmoor and she hosts the heartful, Fairy Whispering Podcast https://open.spotify.com/show/2DAOaYOrzMn5eavq0jFExS And Claire's substack is https://substack.com/@clairecasely?utm_source=global-search Claire's books are available on Amazon and she created all the illustration in the books. Volume One: The Heart of Pixieland: West-Country Faeries & Their Haunts: Volume I — Pixie Tradition, Origins, and Landscape https://amzn.eu/d/07vXOw0r Volume Two The Heart of Pixieland: West-Country Faeries & Their Haunts: Volume II — Encounters & Living Traditions https://amzn.eu/d/0fEO7Q09 In this LIVE chat, members of the Patreon were able to ask questions at the end of the interview. Patreon Bonus: Claire will be sharing slides of her paintings with us on the Patreon. Come and join us and support. https://www.patreon.com/c/themodernfairysightingspodcast/membership Shownotes https://streamyard.com/pal/d/5529366801547264Shownotes:Prisoner of Dartmoor Prison sees wild man eating a bird:https://www.facebook.com/share/p/1LG1R7jJG8/Teign and Bovey Eco Warriors and local residents save local river: https://www.bbc.co.uk/devon/news_features/2002/teigngrace.shtml The ‘pygmy theory' is mentioned in Evans Wentz's book 'The Fairy Faith in Celtic Countries' (1911) based upon David MacRitchie's work 'The Testimony of Tradition' (1890) https://www.gutenberg.org/files/34853/34853-h/34853-h.htm ⭐️ 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

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Louise Nealon made a remarkable debut with ‘Snowflake,' the award-winning novel that introduced readers to her sharp, funny, and deeply compassionate portrait of contemporary rural Ireland. The County Kildare writer returns with their second novel, ‘Everything That Is Beautiful,' a story that explores the complicated bonds of family, friendship, memory, and forgiveness.

On this week's show Patrick Gray and James Wilson are joined by guest co-host Brad Arkin to talk through the week's news, including: The AI-agent-hacks-stuff saga continues. This week we have one booting gymgoers from full classes to nab its owner a spot Somehow OpenAI's legal team allowed the company to spill all the Hugging Face tea at BlackHat and it's hot and delicious More details emerge about Iran's hacking campaign against US water utilities, but Brad is unimpressed It turns out TeamPCP has been around longer than we thought and predates the AI era Some absolute plonker kept the DEFCON party going on a Delta flight home. No word yet on if they made the plane fly sideways Much, much more This week's show is brought to you by cloud security platform Prowler. Founder and CEO Toni de la Fuente chats about what the company is doing with AI and some of the cool ways customers are using it with Prowler. This episode is also available on YouTube Show notes How a simple request for AI to book a gym class exposed a major threat | Social Signals OK, Well, There Are Even More AI Agent Hacking Incidents | wired.com OpenAI BlackHat talk re Hugging Face incident | OpenAI says Daybreak will expand to offer specialized cyber services | CyberScoop Cyberattacks targeting water systems expand to 12 states as South Dakota, Georgia announce incidents | therecord.media Cyberattack on North Carolina Ports ‘contained' as Coast Guard, state officials investigate | therecord.media Local governments in four states dealing with cyberattacks that have shut down services | The Record Follow-Up Report of the December 2025 Energy Sector Incident | CERT Polska Chinese telcos maintain deep US presence despite Salt Typhoon links, House committee says | The Record State Department says Trump raised cyber scam compound issue with Xi | therecord.media Open-source software's archenemy TeamPCP goes back further than anyone thought | CyberScoop A Security Pro Hacked North Korean Hackers. He Found They'd Breached Hundreds of Networks Worldwide | wired.com Srsly Risky Biz: Being a North Korean Hacker Is About to Be Less Fun - Risky Business Media | Chrome adopts what may be the best protection yet against account takeovers | Ars Technica CSS:the bomb inside your inbox | PortSwigger Research Security update available for Metabase - Please upgrade now | Social Signals Canadian man pleads guilty to Snowflake hacks that led to 165 breaches | therecord.media British ‘Com' member who abused more than 100 girls worldwide jailed for two years | therecord.media FBI says cybercriminals are hacking into victims' online accounts to steal their intimate pictures | TechCrunch Security AI is getting better at election facts, but voters shouldn't rely on it | CyberScoop The FTC wants to regulate AI for ideological bias | cyberscoop.com US and South Korea warn of Gunra ransomware targeting govt agencies | BleepingComputer CISA: Microsoft SharePoint flaw now exploited in ransomware attacks | BleepingComputer CISA: SonicWall SMA1000 flaws now exploited by ransomware gangs | BleepingComputer N-able N-central exploitation results in RMM tool deployment | Sophos Delta investigating after someone set up fake Wi-Fi network mid-flight | TechCrunch Security mcp-dashboard-demo/prompt/prowler_dashboard_prompt.md at main · prowler-cloud/mcp-dashboard-demo | GitHub