Podcasts about softbank

S&P futures are pointing to flat open following Tuesday's selloff. European equity markets are edging lower in early trades, though the FTSE 100 is bucking the trend, supported by strength in defensive sectors. Asian markets ended largely lower today, with Japan's Nikkei and South Korea's Kospi both losing over (3%) as tech stocks faced sustained selling pressure. Major losses came from SoftBank, Advantest, and Tokyo Electron in Japan; Samsung and SK Hynix in South Korea; and TSMC in Taiwan, dragging respective indices lower. The Kospi is on track for its worst day since April. Companies Mentioned: Axon Enterprise, Alphabet, AMD

OpenAI: reportedly losing $12 billion a quarter.

In this episode of Crazy Wisdom, host Stewart Alsop sits down with Cryptogaucho to explore the intersection of artificial intelligence, crypto, and Argentina's emerging role as a new frontier for innovation and governance. The conversation ranges from OpenAI's partnership with Sur Energy and the Stargate project to Argentina's RIGI investment framework, Milei's libertarian reforms, and the potential of space-based data centers and new jurisdictions beyond Earth. Cryptogaucho also reflects on Argentina's tech renaissance, its culture of resilience born from hyperinflation, and the rise of experimental communities like Prospera and Noma Collective. Follow him on X at @CryptoGaucho.Check out this GPT we trained on the conversationTimestamps00:00 – Stewart Alsop opens with Cryptogaucho from Mendoza, talking about Argentina, AI, crypto, and the energy around new projects like Sur Energy and Satellogic.05:00 – They dive into Argentina's growing space ambitions, spaceport plans, and how jurisdiction could extend “upward” through satellites and data sovereignty.10:00 – The talk shifts to global regulation, bureaucracy, and why Argentina's uncertainty may become its strength amid red tape in the US and China.15:00 – Discussion of OpenAI's Stargate project, AI infrastructure in Patagonia, and the geopolitical tension between state and private innovation.20:00 – Cryptogaucho explains the “cepo” currency controls, the black market for dollars, and crypto's role in preserving economic freedom.25:00 – They unpack RIGI investment incentives, Argentina's new economic rules, and efforts to attract major projects like data centers and nuclear reactors.30:00 – Stewart connects hyperinflation to resilience and abundance in the AI era, while Cryptogaucho reflects on chaos, adaptability, and optimism.35:00 – The conversation turns philosophical: nation-states, community networks, Prospera, and the rise of new governance models.40:00 – They explore Argentina's global position, soft power, and its role as a frontier of Western ideals.45:00 – Final reflections on AI in space, data centers beyond Earth, and freedom of information as humanity's next jurisdiction.Key InsightsArgentina as a new technological frontier: The episode positions Argentina as a nation uniquely situated between chaos and opportunity—a place where political uncertainty and flexible regulation create fertile ground for experimentation. Stewart Alsop and Cryptogaucho argue that this openness, combined with a culture forged in crisis, allows Argentina to become a testing ground for new models of governance, technology, and sovereignty.The convergence of AI, energy, and geography: OpenAI's deal with Sur Energy and plans for a data center in Patagonia signal how Argentina's geography and resources are becoming integral to the global AI infrastructure. Cryptogaucho highlights the symbolic and strategic power of Argentina serving as a “southern node” for the intelligence economy.Economic reinvention through RIGI: The RIGI framework offers tax and regulatory advantages to major investors, marking a turning point in Argentina's attempt to attract stable, high-value industries such as server farms, mining, and biotech. It represents a pragmatic balance between libertarian reform and national development.Crypto and currency freedom: Cryptogaucho recounts how Argentina's crypto community arose from necessity during hyperinflation and currency controls. Bitcoin and stablecoins became lifelines for developers and entrepreneurs locked out of traditional banking systems, teaching the world about decentralized resilience.AI abundance and human adaptation: The discussion draws parallels between hyperinflation's unpredictability and the overwhelming speed of AI progress. Stewart suggests that Argentina's social adaptability, born from scarcity and instability, may prepare its citizens for a future defined by abundance and rapid technological flux.Network states and new governance: The conversation explores Prospera, Noma Collective, and the idea of city-scale governance networks. These experiments, blending blockchain, law, and community, are seen as prototypes for post-nation-state organization—where trust and culture matter more than geography.Space as the next jurisdiction: The episode ends with an exploration of space as a new legal and economic domain. Satellites, data centers, and orbital communication networks could redefine sovereignty, creating “data islands” beyond Earth where information flows freely under new kinds of governance—a vision of humanity's next frontier.

Episodio # 442 del podcast La Hora del Béisbol Japonés, publicado semanalmente por Claudio Rodríguez, director del portal Béisbol Japonés.com (beisboljapones.com). El programa de esta semana habla del triunfo de SoftBank la Serie de Japón, del ganador del Premio Sawamura y de la actuación de los japoneses en la Serie Mundial. Adicionalmente, recuerda cómo funcionan los derechos televisivos de la NPB y responde a las preguntas de nuestros seguidores. Síganos en: Whatsapp: https://www.whatsapp.com/channel/0029VaHSDDG3GJP7IA98NJ2S Facebook: https://www.facebook.com/profile.php?id=61571630962993 Twitter (X): https://twitter.com/beisboljapones Blue Sky: https://bsky.app/profile/beisboljapones.bsky.social Mastodon: https://mastodon.social/@beisboljapones Youtube: https://www.youtube.com/user/beisboljapones Instagram: https://www.instagram.com/beisboljapones/ iVoox: https://www.ivoox.com/en/podcast-hora-del-beisbol-japones_sq_f1383812_1.html Apple Podcasts: https://podcasts.apple.com/cl/podcast/la-hora-del-b%C3%A9isbol-japon%C3%A9s/id1552643757

Is the AI boom about to reshape the global power structure — and your business model with it?OpenAI just made its long-anticipated leap into the for-profit world — triggering billion-dollar investments, a trillion-dollar valuation trajectory, and a redefined power dynamic with Microsoft. But that's just one headline in a week filled with seismic shifts in the AI ecosystem.From Anthropic rolling out memory (finally) to Claude, to Canva dropping a free Adobe killer, to ChatGPT hitting 1M weekly suicide-related chats — this episode is a full-throttle ride through the wild frontier of AI, business, and ethics.Whether you're leading a team, shaping policy, or trying to future-proof your strategy — this is the episode you can't afford to skip.In this session, you'll discover: - Why OpenAI's restructure gives the nonprofit surprising control — and what that signals for governance - The trillion-dollar IPO roadmap (yes, trillion) and why SoftBank just doubled down - Microsoft's 27% stake in OpenAI and what it reveals about their AI dominance strategy - OpenAI's urgent call to the White House: “Electricity is the new oil” - How Claude is challenging ChatGPT with memory, portability, and frictionless context - Canva vs Adobe: Why a free Affinity suite might shake up the design software world - Music industry disruptions: OpenAI enters the AI-music ring with Suno in its sights - The billion-dollar legaltech boom and what it means for professional services - Crypto-trading AIs: Which models are winning with real money — and which are tanking - Why Google's new AI Earth tools could save lives (or at least predict cholera outbreaks) - What the rise of agentic browsers and multi-model orchestration means for your stack About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.00:00 - Intro00:08 - Mercor $350M Series C Quintuples Valuation to $10B Amid AI Data Pivot01:47 - OpenAI Restructuring to PBC Unlocks $40B Fundraising at $500B Valuation03:14 - SoftBank Greenlights $22.5B Final Tranche to OpenAI Contingent on PBC Shift04:06 - OpenAI Advances Generative Music Tool to Rival Suno in $200B Media Market05:14 - Poolside $2B Raise at $12B Valuation Backed by Nvidia's $1B Commitment05:49 - Bending Spoons $270M Raise at $11B Valuation Funds $1.4B AOL Buy06:56 - Whatnot $225M Series F at $11.5B Valuation Drives Global GMV Doubling08:08 - Figma $200M+ Weavy Acquisition Boosts AI Media Tools Post-IPO09:07 - MiniMax M2 Tops Global Open Models in Sovereign AI Push10:00 - 1X NEO Robot Preorders at $20K Target 2026 Deliveries11:10 - SpaceX $2B Pentagon Deal Bolsters $11B Starlink Revenue12:15 - Canva Debuts Foundational Design Model in Affinity Free Shift13:28 - Grammarly Rebrands to Superhuman with 40M DAU AI Suite

Baseball: SoftBank Hawks Clinch Japan Series Title for 1st Time in 5 Years

With the appointment of Japan's first female prime minister and inflation returning after decades of deflation, the country is entering a new era. Baillie Gifford's Thomas Patchett joins us to discuss how corporate reform, automation, and AI are creating exciting long-term opportunities in Japan's market. From tightening labour conditions and surging share buybacks, to the rise of companies like SoftBank, Shimano, and Nintendo, Thomas explains why Japan's transformation is about more than politics, it's about innovation, efficiency, and renewed profitability.Please note this interview was recorded prior to Sanae Takaichi's official election and the subsequent highs of the Japanese stock market. What's covered in this episode: Japan's new political leadership and market reactionInflation's surprising benefits for corporate JapanShare buybacks and stronger balance sheetsAI, automation, and robotics driving growthWhy corporate reform is far from overSoftBank, Nintendo, and Shimano case studiesHow demographics may boost productivityWhere Baillie Gifford sees Japan's next opportunitiesMore about this fund: One of the oldest Japan funds in the sector, Baillie Gifford Japanese Fund has delivered outstanding returns in the most difficult market conditions. The fund is managed by a large team, based in Edinburgh, and invests in growing Japanese businesses that deliver consistently strong returns to shareholders.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Welcome and Introduction- Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.- Coverage of six topics spanning 5G and 6G developments.T-Mobile's Edge Control Solution- Launch of Edge Control at fourth annual Innovate Awards.- Combines 5G advanced network with local breakout for private-like cellular experience.- Zero on-premise infrastructure requirement distinguishes this solution.- Strategic positioning against Verizon and AT&T in enterprise cellular offerings.Nvidia and Nokia Partnership- Extension of aerial RAN computer announcements for 6G.- Nvidia's billion-dollar investment in Nokia signals strategic alignment.- Partnership includes T-Mobile and Dell Technologies for server infrastructure.- Nokia stock surged 25% following the announcement.All-American AI RAN Stack- Announcement of domesticated supply chain for 6G development.- Nvidia's aerial platform moving to open source to accelerate adoption.- Full-stack solution involving Cisco, Mitre, and Booz Allen.- Focus on spectrum sensing and computer vision applications.Nvidia DGX Spark Developer Experience- Anshel Sag shares hands-on experience with DGX Spark device.- 200 gigabit connectivity and scalable memory capacity.- Simplified software stack enables AI deployment without extensive coding knowledge.Samsung Networks and SoftBank MOU- Joint research agreement for 6G and AI-based RAN technologies.- Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.- Cultural significance of Korean-Japanese partnership in telecommunications.5G Techratory Event Insights- Will Townsend's experience hosting panels in the Baltic region.- "Defense of 5G" panel discussion with European experts and skeptics.- Challenges in European 5G deployment due to fragmented regulation.- Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.Fixed Wireless Access as Killer Use Case- FWA success in U.S. market with T-Mobile leading adoption.- AT&T's Internet Air product serving consumers and enterprises.Verizon's Fiber Expansion Strategy- New CEO driving aggressive fiber buildout through wholesale partnerships.- Deal with Eaton Fiber for network expansion without direct capital investment.- Following AT&T's successful fiber strategy after years of market leadership.Competitive Fiber Market Dynamics- AT&T's overinvestment in fiber driving strong ARPU and earnings performance.- T-Mobile's strategic shift toward fiber for backhaul and FWA support.- Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.- Competition driving price improvements and better consumer options.

Baseball: SoftBank Hawks Take 3-1 Japan Series Lead over Hanshin Tigers

Baseball: SoftBank Hawks Secure 2-1 Japan Series Lead over Hanshin Tigers

De AI-markt groeit explosief, maar staat de financiering op drijfzand? In deze aflevering van Techzine Talks duiken Coen, Sander en Erik in de dubieuze financiële constructies achter de AI-hype. Van OpenAI's 300 miljard dollar deal met Oracle tot NVIDIA's investeringsweb. We analyseren of dit houdbaar is of voor hoelang.We bespreken roundtripping-achtige constructies waarbij bedrijven in elkaar investeren zonder echte omzet te genereren, waarom OpenAI de zwakste schakel lijkt in deze keten, en wat er gebeurt als deze bubbel barst. Is dit de volgende dotcom-crash, of normaliseren de waarderingen zich vanzelf?• OpenAI's 300 miljard dollar contract met Oracle• NVIDIA's 100 miljard investering in OpenAI• Waarom OpenAI meer consument dan enterprise is• De Stargate datacenters en hun 10 gigawatt energiebehoefte• Waarderingen: Oracle's 459 miljard RPO versus AWS's 179 miljard• DeepSeek's impact en de 600 miljard beursschrik• Wat gebeurt er als OpenAI de omzetdoelen niet haalt?Chapters:0:00 - Introductie AI-bubbel2:20 - Roundtripping en financiële constructies3:52 - OpenAI's 300 miljard deal met Oracle6:22 - Het investeringsweb van tech-giganten10:02 - Stargate en datacenter-investeringen17:12 - Waarderingen en marktrisico's19:41 - Wat als de AI-bubbel barst?21:00 - OpenAI als consumentenspelerKeywords: AI bubble, OpenAI, NVIDIA, Oracle, roundtripping, tech valuations, datacenter investments, enterprise AI, AGI, DeepSeek, Microsoft, Google, Anthropic

AI music startup Suno has quietly become one of the most successful companies in the entire generative AI space — $150 million in ARR, 60% margins, and millions of users creating songs for everything from podcasts and ads to lullabies and dinner parties. In today's episode, NLW explores how Suno's rise reveals a bigger story: AI isn't just automating creative work — it's expanding who gets to create and why we make things in the first place. Plus, headlines on SoftBank's $30B OpenAI deal, Mistral's new enterprise control center, and Stability AI's partnership with EA.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

US equity futures are indicating a higher open today. Europe markets have opened higher in early trades. And Asian markets have wrapped up the day higher almost everywhere as trade tensions around the world eased significantly. US and China finalized an outline trade agreement on Sunday, which has been the factor behind the positive sentiment. Japan's Nikkei broke through 50K for the first time in a broad rally. Taiex and Kospi also at fresh record highs.Companies mentioned: Plymouth Industrial REIT, Novartis, Avidity Biosciences, SoftBank, Sony, Warner Bros Discovery

Japan Pro Baseball: SoftBank Hawks Tie Japan Series at 1-1 with Hanshin Tigers

P.M. Edition for Oct. 24. During President Trump's second term, Chinese leader Xi Jinping has adopted a playbook for dealing with the U.S. president that's offered concessions but also hits back harder. WSJ chief China correspondent Lingling Wei discusses how that's played out so far, and what it means for the upcoming meeting between the two leaders. Plus, investors are loving Intel again—its stock has almost doubled this year; the company has announced investments from SoftBank, Nvidia and the U.S. government; and yesterday's earnings report showed momentum. But as WSJ Heard on the Street writer Asa Fitch tells us, that may not be enough to fix the company's troubles. And the Pentagon said it is sending the Navy's most advanced aircraft carrier to the Caribbean, a major escalation of the Trump administration's military campaign in the region. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman, the CEO of OpenAI, has been on a dealmaking blitz with some of the world's largest, most important AI players such as Nvidia and SoftBank. But there are risks to his high-stakes tactics, as WSJ reporter Berber Jin explains. Plus, WSJ Heard on the Street columnist Jinjoo Lee discusses how retailers might be threatened by ChatGPT's new direct-purchasing feature. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Crusoe CEO Chase Lochmiller talks with TITV Host Akash Pasricha about Crusoe's $1.3 billion funding and the company's ambition to take cloud computing into outer space. We also talk with The Information Reporters Stephanie Palazzolo, Kalley Huang, and Erin Woo about why OpenAI employees are calling the company's culture shift "Facebookification." Next, TITV Host Akash Pasricha talks with The Information's Rocket Drew about SoftBank's renewed robotics ambitions and the acquisition talks with Agility Robotics, as well as David Bell, CEO of Remedy Robotics, about how robots are revolutionizing medicine. Lastly, we get into the future of wearables with Premise's Co-Founder Vanessa Larco.Articles discussed on this episode:https://www.theinformation.com/articles/openai-readies-facebook-erahttps://www.theinformation.com/articles/softbank-hunts-humanoid-robot-startupsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Goed nieuws voor de Amerikaanse staatskas. Het belang dat president Trump in Intel nam is een stuk meer waard geworden. Het aandeel profiteert, nu het bedrijf boven verwachting presteert. Ze maken zelfs winst bij Intel!Deze aflevering hebben we het over de kwartaalcijfers van de chipmaker en over het belang dat de staat in dit bedrijf heeft genomen. Welke belangen volgen nog meer?Trump is dus een goede belegger, maar niet echt een lekkere onderhandelaar. De gesprekken met Canada zijn gestopt, omdat hij boos is over een reclamespot die de Canadezen hebben gemaakt. Over de gesprekken met China is hij dan wél weer enthousiast.We hebben het ook over het Amerikaanse inflatiecijfer (waar al de hele week naar wordt uitgekeken) en we hebben het over de Europese Centrale Bank. Dat maakt zich minder druk om de inflatie. Sterker nog: de komende twee jaar lijkt er geen renteverlaging meer aan te komen...Verder hoor je meer over de bonus van Musk. Over de ophef over die bizarre beloning. En je hoort over de ontslagen die vallen in de techsector.See omnystudio.com/listener for privacy information.

Das neue Kinderdepot von Scalable Capital ist live – und Tobias Kramer spricht mit Christian W. Röhl (Chief Economist Scalable Capital) über smarte Vermögensbildung für Kinder und natürlich auch Erwachsene: Von NV-Bescheinigung und Freibeträgen bis zu ETF-Strategien mit MSCI ACWI, MSCI World ex USA, Emerging Markets und Small Caps. Dazu: das Scalable-Feature „Taschengeld“ (ETF-Gebühren-Rückerstattung & Reinvest), Scalable Wealth fürs automatische Rebalancing und die Frage, wie man das Depot wirklich einfach, breit und kostengünstig aufsetzt, egal in welchem Alter. Anhand eines Beispielplans (Kindergeld, Startgeschenk, 8 % p. a.) diskutieren die beiden, wie schnell aus vielen kleinen Beträgen sehr viel Geld werden kann – und was rechtlich wichtig ist (das Geld gehört dem Kind). Außerdem: Update zu SoftBank und der Stop-Taktik von Tobias. Inhalte & Highlights - Kinderdepot: Einrichtung, Besonderheiten bis 18, rechtliche Punkte (Eigentum, verdeckte Schenkung vermeiden). - Steuern optimieren: NV-Bescheinigung, Sparer-Pauschbetrag, Sonderausgabenpauschale – Freibeträge richtig nutzen (auch per Rebalancing). - Kosten drücken: 200 Xtrackers & iShares ETFs ohne Gebühren + „Taschengeld“ (gebührenfrei besparen & quartalsweise Reinvest). - Portfolio-Rezepte: Basis: MSCI All Country World (ACWI) als One-Click-Lösung. 2-ETF-Mix („Zwei Nasen tanken super“): ACWI + MSCI World ex USA zur Reduktion des US-Gewichts. Feinjustierung: Emerging Markets (Asien) & MSCI World Small Cap als Satelliten. Scalable Wealth fürs Kind: automatisches Rebalancing, einfache Umsetzung, keine Zusatzkosten bis 18. - Praxis: Sparraten (z. B. Kindergeld), Rebalancing-Zeitpunkte, Entsparen & FIFO, warum einfach > kompliziert ist. - Bonus: SoftBank-Case – warum Tobias Teilgewinne systematisch sichert. © adorum publishing GmbH 2025

En la edición de hoy del Radar Empresarial examinamos las cifras y el efecto que ha tenido la subida en el mercado after hours de Intel. La tecnológica registró un incremento superior al 8% tras el cierre bursátil, impulsada por su regreso a la rentabilidad después de casi dieciocho meses en pérdidas. Durante este último periodo, la compañía ha logrado beneficios por 4.100 millones de dólares, marcando un punto de inflexión en su trayectoria reciente. Este resultado se debe, en buena medida, a un aumento del 3% en su facturación interanual, principalmente por el buen desempeño de su división de computación y por el auge de los productos vinculados a la inteligencia artificial y los centros de datos. Este resurgimiento no puede entenderse sin la influencia de Lip Bu Tan, quien asumió la dirección ejecutiva en marzo pasado. Bajo su liderazgo, Intel ha reforzado su estrategia mediante alianzas clave con NVIDIA y el gobierno de Estados Unidos. Gracias a estos acuerdos, la compañía ha asegurado inversiones que suman alrededor de 20.000 millones de dólares, provenientes de socios estratégicos como Nvidia y Softbank. En septiembre, Nvidia anunció la compra del 4% de Intel por 5.000 millones de dólares, con el compromiso de desarrollar en conjunto procesadores x86 personalizados para plataformas de inteligencia artificial. En el ámbito de la computación tradicional, la colaboración entre ambas empresas también dará lugar a chips híbridos que combinarán procesadores x86 con unidades gráficas RTX, integrando CPU y GPU en un único componente. Por su parte, el gobierno estadounidense, siguiendo la línea iniciada durante la administración Trump, adquirió 433 millones de acciones, equivalentes al 10% del capital, en una operación valorada en 13.000 millones de dólares. Esta inversión responde a la estrategia de fortalecer la producción nacional de semiconductores frente a la competencia china. El año 2025 se perfila como uno de los más prometedores para Intel. La confianza de inversores como Nvidia, Softbank y el propio gobierno estadounidense refuerza su posición como actor central en la industria tecnológica. La compañía japonesa, además, destinó 2.000 millones de dólares para adquirir el 2% de la firma, reafirmando su apuesta por la innovación y el desarrollo de chips avanzados en Estados Unidos. Con estos resultados y el apoyo de sus nuevos aliados, todo apunta a que este año marca el verdadero renacimiento de Intel.

SoftBank's stock has doubled, AI's still red-hot, and Finimize Analyst Russell Burns is back to explain what's really driving both. In today's episode, we revisit his original SoftBank call, explore how the story's evolved, and reveal the new AI power play he's turning to next. It's not another chipmaker - and that's exactly the point.Try Finimize Pro

This week we talk about entanglements, monopolies, and illusory money.We also discuss electrification, LLMs, and data centers.Recommended Book: The Extinction of Experience by Christine RosenTranscriptOne of the big claims about artificial intelligence technologies, including but not limited to LLM-based generative AI tech, like ChatGPT, Claude, and Gemini, is that they will serve as universal amplifiers.Electricity is another universal amplifier, in that electrifying systems allows you to get a lot more from pretty much every single thing you do, while also allowing for the creation of entirely new systems.Cooking things in the kitchen? Much easier with electricity. Producing things on an assembly line? The introduction of electricity allows you to introduce all sorts of robotics, measuring tools, and safety measures that would not have otherwise been available, and all of these things make the entire process safer, cheaper, and a heck of a lot more effective and efficient.The prime argument behind many sky-high AI company valuations, then, is that if these things evolve in the way they could evolve, becoming increasingly capable and versatile and cheap, cooking could become even easier, manufacturing could become still faster, cheaper, and safer, and every other aspect of society and the economy would see similar gains.If you're the people making AI, if you own these tools, or a share of the income derived from them, that's a potentially huge pot of money: a big return on your investment. People make fortunes off far more focused, less-impactful companies and technologies all the time, and being able to create the next big thing in not just one space, but every space? Every aspect of everything, potentially? That's like owning a share of electricity, and making money every time anyone uses electricity for anything.Through that lens, the big boom in both use of and investment in AI technologies maybe shouldn't be so surprising. This represents a potentially generational sea-change in how everything works, what the economy looks like, maybe even how governments are run, militaries fight, and so on. If you can throw money into the mix, why wouldn't you? And if that's the case, the billions upon billions of dollars sloshing around in this corner of the tech world make a lot of sense; it may be curious that there's not even more money being invested.Belief in that promise is not universal, however.A lot of people see these technologies not as the next electricity, but maybe the next smartphone, or perhaps the next SUV.Smartphones changed a whole lot about society too, but they're hardly the same groundbreaking, omni-powerful upgrade that electricity represents.SUVs, too, flogged sales for flailing car companies, boosting their revenues at a moment in which they desperately needed to sell more vehicles to survive. But they were just another, more popular model of what already came before. There's a chance AI will be similar to that: better software than came before, for some people's use-cases—but not revolutionary, not groundbreaking even on the scale of pocketable phone-computers.What I'd like to talk about today are the peculiar economics that seem to be playing a role in the AI boom, and why many analysts and financial experts are eyeballing these economics warily, worrying about what they maybe represent, and possibly portend.—The term ‘exuberance,' in the context of markets, refers to an excitement among investors—sometimes professional investors, sometimes casual investors, sometimes both—about a particular company, technology, or financial product type.The surge in interest and investment in cryptoassets during the height of the COVID-19 pandemic, for instance, including offshoot products like NFTs, was seemingly caused by a period of exuberance, sparked by the novelty of the product, the riches a few lucky insiders made off these products, and the desire by many people—pros and consumer-grade investors—to get in on that action, at a moment in which there wasn't as much to do in the world as usual.Likewise, the gobs of money plowed into early internet companies, and the money thrown at companies laying fiberoptic cable for the presumed boom in internet customers, were, in retrospect, at least partly the consequence of irrational exuberance.In some cases these investors were just too early, as was the case with those cable-laying companies—the majority of them going out of business after blowing through a spectacular amount of money in a short period of time, and not finding enough paying customers to fund all that expansion—in others it was the result of sky-high valuations that were based on little beyond the exuberance of investors who probably should have known better, but who couldn't get past their fear of missing out on the next big thing.In that latter case, that flow of money into early dotcom startups did fund a few winners that survived the eventual bursting of that bubble, but the majority of companies tagged with those massive valuations went out of business in part because their valuations were based in part on optimism, hot air, and illusory financials.Which is to say, their financials were based on a lot of money being added to their account sheets and tallied in the places investors would see those numbers, but the numbers didn't mean what most people thought they meant.A company could receive tens of millions of dollars in orders, for instance, but that money and those orders might never be received and fulfilled, or that money might be mostly illusory: maybe it was borrowed from another company to spend on advertising, and that money would then go right back out the door, to the company from which it was borrowed, to pay for their ad services.That kind of arrangement could be beneficial, as the company doing the borrowing might give up a relatively small number of shares in exchange for money, which looks good on its balance sheet, especially if the money is given at a high valuation, even if that money was mostly just a loan from a company providing ad services, with the full knowledge that money would then be spent on their own ad services. And the ad company giving the money could usually afford to buy in at a high valuation, because it knows it will get that money right back, and when it does, it will get to record that money as income on its own balance sheets.So Company A gets millions of dollars from Company B, that money is then paid to Company B for some type of service, and both companies get to record favorable figures on their accounting sheets, as if real sales took place and real outside money changed hands, despite it being a circular move, with very little or no actual value being created.These sorts of relationships are also often good for investors in companies that do this sort of thing, because it makes their investments, the companies they've bought into, look even more valuable.Check it out, Company A, which I own shares in, is worth more than it was last month because of all the business it's conducting, and because this other company bought into it at a higher price per share than I paid! Even though that increase in valuation is predicated on circular financing, the numbers still go up, and they go up for everyone involved, so there's little reason to crack down on this not illegal, but shady behavior, and even less reason to want anyone else to know about it, because then they might not add their own money to the circular money-cycling, number-increasing machine.The major concern amongst some analysts right now is that the AI boom, especially in the United States, might be essentially this kind of circular cycle, but much larger than previous versions of the same.In the US right now, investment in AI infrastructure like data centers accounts for a huge portion of overall growth—the numbers vary, depending on who you ask and what numbers they look at, but some say that about 90% of total US economic growth, and around 80% of US stock market growth, are predicated on these sorts of investments this past year. Without these investments, the US economy would be basically flat, or worse, and the US stock market would be flailing as well.This situation isn't ideal whatever the specifics, as too much reliance on just one industry, or one small collection of industries dominated by just a handful of companies and their investors, makes for a precarious financial foundation.If anything goes wrong with just one company, the whole house of cards could collapse. And if anything goes wrong with the industry, things could get even worse, and fast. All that investment, all that construction, all those employees and all that money sloshing around could disappear, could stop being spent, could make all those numbers fall and fall and fall more or less overnight.If this industry is in fact in a bubble, and if it's being propped up by this kind of circular financing, where companies are fluffing up their own and each other's accounting books by rotating the same bundle of money and on-paper money from company to company to company, that would portend pretty bad things for the US economy and market, if anyone involved stumbles, even just a little.This is why recent deals between the biggest players in this space are raising so many eyebrows, and causing so much sweat to bead on so many foreheads.In September of 2025, ChatGPT-maker OpenAI announced it had formalized a $100 billion investment deal with AI chipmaker Nvidia, the latter expanding on its existing investment in the former. In October, OpenAI announced it was purchasing billions of dollars worth of AI hardware from Nvidia-rival AMD, and that it's taking a 10% stake in the company.Microsoft is already heavily invested in OpenAI, to the tune of $13 billion; it takes 49% of OpenAI's profits, and gets more than that until its original investment is paid back. Microsoft also accounted for nearly 20% of Nvidia's annualized revenue, as of the fourth quarter of 2025.Oracle, another computing company which has become hugely influential in this space due to its investment in cloud-based AI datacenters, has a $300 billion deal with OpenAI for future infrastructure buildouts and access, and OpenAI's Stargate datacenter project was co-funded by Oracle and SoftBank. Nvidia also owns part of CoreWeave, which is an AI infrastructure supplier for OpenAI, and which has Microsoft as a massively important customer.All of which is very…tangly. It's an interconnected mess, and OpenAI and Nvidia are at the center of it, but there are a lot of weak spots, threads that, if pulled, would cause the whole thing to unravel. Which is why this feels like such a dangerous setup to many analysts right now.Consider that in 2025 alone, OpenAI has made around $1 trillion-worth of AI deals. A lot of these deals are plans to invest: commitments to buy data center construction or the use of data center bandwidth, or they're financial ties with competitors, clients, and providers—companies that would otherwise be competing with, selling to, and buying from each other, rather than linking arms and creating financial and infrastructural interdependencies.Many of these deals are predicated on debt and what are generally considered to be over-inflated IPO valuations, too: money that isn't money in the traditional, accounting-book sense, in other words. Numbers that make activity, use, and income for these companies look a lot bigger than they concretely are, on balance sheets, which in turn helps their investment numbers go up up up.This dynamic has become overt enough that many of the biggest investors in AI companies, and the heads of said companies, like Sam Altman of OpenAI, have said, outright, that it's probably a bubble, and that a lot of companies will probably go under in the relatively near future. No one knows when, but it's a good thing, they're fond of saying, because that shakeout will kill off the deadweight, allow the survivors to scoop up their former competitors' assets at fire sale prices, and the whole industry will be further centralized around just a handful of the best and the most impactful, just like in the post-dotcom years. Monopolies and mini-monopolies, which, for the people creating and profiting from those monopolies, at least, seems like a good thing.That optimism glosses over what those in-between years look like, though, especially for smaller investors, employees who are laid off, en masse, and the folks who aren't profiting directly from the surviving business entities, and who see their stock portfolios collapse and overall growth in their country decrease.Most of the stories in the tech world right now in some way tie back to the promise and concerns surrounding AI. It's become such a big story because there's a chance it will be the next electricity, but there's also a chance the warning signs we're seeing are real, and things will get a lot worse before they maybe, possibly, for some people, at some point, get better.Show Noteshttps://finance.yahoo.com/news/a-20-billion-clock-is-ticking-for-openai-as-microsoft-talks-turn-fractious-130006071.htmlhttps://www.sfgate.com/tech/article/circular-deals-bay-area-tech-21089538.phphttps://www.theguardian.com/business/2025/oct/08/openai-multibillion-dollar-deals-exuberance-circular-nvidia-amdhttps://www.ft.com/content/950e3a36-7141-4426-b7c5-08fad5d83919https://finance.yahoo.com/news/very-troubling-ais-self-investment-spree-sets-off-bubble-alarms-on-wall-street-160524518.htmlhttps://www.cnbc.com/2025/10/15/a-guide-to-1-trillion-worth-of-ai-deals-between-openai-nvidia.htmlhttps://insights.som.yale.edu/insights/this-is-how-the-ai-bubble-burstshttps://www.bbc.com/news/articles/cz69qy760weohttps://www.nbcnews.com/business/economy/openai-nvidia-amd-deals-risks-rcna234806https://www.bloomberg.com/news/articles/2025-10-08/the-circular-openai-nvidia-and-amd-deals-raising-fears-of-a-new-tech-bubblehttps://flowingdata.com/2025/10/13/circular-deals-among-ai-companies/https://www.nytimes.com/2025/10/07/business/dealbook/openai-nvidia-amd-investments-circular.htmlhttps://sherwood.news/markets/analyst-a-lot-more-disclosure-needed-on-these-circular-ai-deals/https://www.barrons.com/articles/nvidia-microsoft-openai-circular-financing-ai-bubble-5d9a4e7chttps://www.investopedia.com/wall-street-analysts-ai-bubble-stock-market-11826943https://www.goldmansachs.com/insights/articles/ai-may-start-to-boost-us-gdp-in-2027https://finance.yahoo.com/news/most-us-growth-now-rides-213011552.html This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Eduardo Vieira, sócio e CMO do SoftBank para a América Latina, recebe Luiz Piovesana, vice-presidente de marketing da Contabilizei, para discutir como a tecnologia e a inteligência artificial estão transformando a contabilidade digital e simplificando a vida dos pequenos empreendedores.

Eduardo Vieira, sócio e CMO do SoftBank para a América Latina, conversa com Erica Lima, diretora de marketing da MadeiraMadeira, sobre a evolução da empresa de e-commerce, o equilíbrio entre performance e branding e o papel das lojas físicas na construção de marca.

Eduardo Vieira, sócio e CMO do SoftBank para a América Latina, entrevista Cissa Prado, diretora sênior de growth da Wellhub, sobre o reposicionamento global da marca, os impactos da inteligência artificial na personalização da experiência e os desafios da expansão internacional.

Ein Gold-Trade, fast versechsfacht – und jetzt verkauft: Tobias Kramer trennt sich nach 17 Jahren von seiner größten Goldposition. Warum gerade jetzt? Welche steuerlichen Überlegungen eine Rolle gespielt haben? Und wie realistisch eine Rückkehr ins Gold-Investment ist?

AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Venture in 2025 51:48 What 90% of Managers Get Wrong About Portfolio Management      

Bitcoin Flash-Crash von führt zu $20 Milliarden Liquidationen durch Trump-Zolldrohungen gegen China. Mira Muratis Thinking Machines Lab verliert Star-Researcher Andrew Tuloch an Meta für $1,5 Milliarden Vertrag. Google verarbeitet 1,3 Billiarden Tokens monatlich. OpenAI verhandelt mit Broadcom über 10 Gigawatt KI-Chips und ARM-CPUs. GPT-5 schlägt Menschen bei Hacking-Wettbewerb. Marc Benioff fordert Nationalgarde für San Francisco. CBS News installiert Bari Weiss als neue Anchor. Peter Thiel hält 8-stündige "Antichrist-Vorlesungen" im Silicon Valley. Campact erstreitet einstweilige Verfügung gegen Groks Falschbehauptungen. China startet Dual-Tower Solarthermie-Kraftwerk in Gobi-Wüste. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00) Bitcoin-Crash und Krypto-Liquidationen (09:59) Airtable holt OpenAI Engineering-Head (12:02) Mira Murati Seed-Runde (14:54) Andrew Tuloch wechselt für $1,5 Mrd zu Meta (16:56) Google Tokens pro Monat (21:17) OpenAI verhandelt mit Broadcom und ARM (24:57) GPT-5 bei Hacking-Competition (26:53) Google ändert Anzeigendarstellung (35:23) Marc Benioff und Nationalgarde für SF (38:59) CBS News: Bari Weiss wird Anchor (40:32) Barron Trump für TikTok-Board im Gespräch (42:44) Peter Thiels religiöse Vortragsreihe (53:30) Campact gewinnt gegen Grok/X.AI (58:53) China: Dual-Tower Solarthermie-Kraftwerk Shownotes Krypto-Preissturz: $16B Liquidationen bei BTC, ETH-Verkäufen – coindesk.com Thinking Machines Lab Co-Founder – wsj.com Google: 1,3 Billiarden Tokens pro Monat, größtenteils Augenwischerei – the-decoder.com OpenAI, Broadcom – wsj.com OpenAI arbeitet mit SoftBank's Arm an KI-Chip-Initiative – theinformation.com Jeffrey Ladish: Modelle schlagen 94% der Menschen bei ASIS CTF 2025 – x.com Google ermöglicht das Ausblenden gesponserter Suchergebnisse – theverge.com Salesforce-CEO Marc Benioff: Trump soll Nationalgarde nach San Francisco senden – nytimes.com Dan Rather: Bari Weiss Einstellung "Dunkler Tag" bei CBS News – deadline.com Bari Weiss John Oliver – youtube.com Barron Trump für Top-TikTok-Job gehandelt – telegraph.co.uk Was Milliardär Peter Thiel in seinen privaten 'Antichrist-Vorlesungen' sagte – washingtonpost.com Campact erzielt einstweilige Verfügung gegen X.AI – campact.de Chinas Solarthermie-Kraftwerk mit Doppelturm in der Wüste Gobi gestartet – interestingengineering.com

Voor de banken die het cijferseizoen aftrapten was het een start om over naar huis te schrijven. Vorig kwartaal wisten ze monsterwinsten te halen uit hun investeringstakken, maar nu hebben ze een nieuwe inkomstenbron gevonden. Er werd voor meer dan 1 biljoen dollar aan deals gesloten afgelopen kwartaal. En die banken haalden daar een aardige zak geld uit. Tegelijkertijd geven ze wel een waarschuwing. Want alle gevaren die er een paar maanden geleden nog boven de markt hingen, die zijn er nog steeds. Wat betekent dat voor de rest van de kwartaalcijfers? Dat hoor je in deze aflevering. Eén set resultaten lijkt in ieder geval in orde te zijn. Samsung geeft alvast aan dat ze afgelopen kwartaal de grootste winst in drie jaar tijd maakten. Een opluchting, na zware jaren voor het bedrijf. En een opluchting die de Zuid-Koreanen te danken hebben aan een hernieuwd geloof in de geheugenchipmarkt. Die chips zijn essentieel voor AI, zo denken beleggers. En dat betekent: groene koersen. Verder hoor je nog het vervolg op het Nexperia-debacle. Het Nederlandse kabinet greep in bij de chipmaker omdat er tal van misstanden zouden rond de Chinese CEO. Nu blijkt uit rechtbankstukken dat de VS wel degelijk op die ingreep heeft aangestuurd, en komt ook naar buiten wat die misstanden dan allemaal zouden zijn geweest.See omnystudio.com/listener for privacy information.

An engineering brand synonymous with bots will divest its robotics division.ABB has announced that it is selling this business to SoftBank – a Japanese financial holding company with a heavy emphasis in technology.SoftBank owns significant stakes in major companies like Nvidia and T-Mobile, and recent reports have suggested that the firm is carving out a strategic growth plan specific to AI.And that's likely where ABB comes in.

OpenAI acaba de anunciar Stargate, un megaproyecto que busca construir la infraestructura más poderosa del planeta para la inteligencia artificial.

Want to start your own AI side hustle? Get our crash course here: https://clickhubspot.com/tyg San Francisco's most famous mall is on its deathbed even as the city booms with AI money, while a mall outside Pittsburgh gets a boost from Walmart. Is this the way forward for troubled shopping centers? Plus: a Domino's rebrand and SoftBank's return to the robot business. Join our host Mark Dent and Katherine Laidlaw as they take you through our most interesting stories of the day. Follow us on social media: LinkedIn: https://www.linkedin.com/company/thehustle/ Instagram: https://www.instagram.com/thehustledaily/ Wanna watch this episode on YouTube? https://lnk.to/oxsURDRS Thank You For Listening to The Hustle Daily Show. Don't forget to hit subscribe or follow us on your favorite podcast player, so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/  If you are a fan of the show be sure to leave us a 5-Star Review, and share your favorite episodes with your friends, clients, and colleagues. The Hustle Daily Show is a part of Hubspot Media, produced by Darren Clarke, edited by Robert Hartwig with help from Alfred Schulz.

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. BMW senkt Prognose. Softbank kauft ABB-Roboter. Verisure hat größten IPO seit Porsche. AST SpaceMobile hat Vertrag mit Verizon. Jensen Huang ist optimistisch und belächelt AMD. Ottobock geht an die Börse. Wachstum ist da. Potenzial auch. Eine Familie in der Kritik ebenso. BitMine überholt Strategy. Bitcoin druckt Geld für BlackRock. S&P will auch. Manche wollen's mit dreifachem Hebel. Außerdem spannend: Cloudflare goes Stablecoin. Diesen Podcast vom 09.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Plus: Advertising industry urges tech companies to adopt new standards for transparency in ad sales. And the European Union outlines plans to boost AI adoption. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Unofficial jobs numbers are starting to come in from Wall Street, pointing to the U.S. labor market losing steam. And, Swiss tech giant ABB looks to sell off its robotics business to Japan's Softbank. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Softbank is buying the robotics arm of ABB for $4B, new Federal Reserve Governor Stephen Miran says his desire to lower interest rates is supported by the Treasury market, Intel is set to launch a new chip, the Trump Administration is considering canceling funding for clean energy projects and Amazon is launching pharmacy kiosks. Mike Santoli sits in today!  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan el panorama del sector automotriz, la apuesta estratégica de SoftBank por la robótica y el tono general de los mercados globales.El episodio comienza con un repaso a las ventas del último trimestre de las principales automotrices destacando las diferencias regionales, la presión de costos por los nuevos aranceles al acero en Europa y las señales que dejan los resultados sobre la demanda global.Luego, los conductores examinan la compra de ABB Robotics por parte de SoftBank por 5.4 mil millones de dólares, una jugada que refuerza la visión de Masayoshi Son de integrar la inteligencia artificial con la robótica industrial.Finalmente, el episodio cierra con una lectura táctica de los mercados financieros, donde las acciones industriales y tecnológicas ajustan frente a nuevas tensiones comerciales y expectativas de política monetaria.

Japanese investing conglomerate SoftBank Group is buying a robotics company as the financial behemoth says physical AI is its next frontier.   SoftBank announced on Wednesday that it has acquired Zurich, Switzerland-based ABB Group's robotics business unit for more than five  billion dollars. The deal is subject to regulatory approval; SoftBank predicts the deal will close in mid-to-late twenty twenty six. Sami Atiya, the head of the division, will exit the company once the acquisition is complete. Square has launched new features for merchants, including AI-powered voice ordering for restaurants, enhancements to its AI assistants, such as providing local insights and an integrated Bitcoin solution to accept and hold the digital currency. Learn more about your ad choices. Visit podcastchoices.com/adchoices

OpenAI is dropping a visual agent builder

Is Apple serious about AI now with a new internal model?

 In today's episode, Zöe is joined by WIRED's Jake Lahut to run through five of the best stories we published this week — from Customs & Border Protection efforts to collect American's DNA to tech billionaire Larry Ellison's shadowy influence on the White House. Then, Zöe and Jake discuss the surge in popularity of white nationalist influencer Nick Fuentes, who has leveraged the vacuum left behind by Charlie Kirk's death to break into the mainstream. Articles mentioned in this episode:  Nick Fuentes' Plan to Conquer America Larry Ellison Is a ‘Shadow President' in Donald Trump's America OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers DHS Has Been Collecting US Citizens' DNA for Years For One Glorious Morning, a Website Saved San Francisco From Parking Tickets Join WIRED's best and brightest as they provide an insider analysis of the overlap between tech and politics, from the influence of Silicon Valley on the Trump administration to how inaccurate information from artificial intelligence (AI) chatbots fanned the fire on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, we cover a deadly shooting at an ICE facility in Texas, Gavin Newsom's taunts against federal immigration agents, a trillion-dollar bet on artificial intelligence, and surprising medical news about how common drugs damage the gut. From political violence in Dallas to AI schemes and gut health science, today's brief delivers facts and analysis shaping America's future.   ICE Facility Shooting in Dallas: Joshua Jahn, 29, opened fire on an ICE building with a Mauser-style rifle, killing one illegal alien and injuring two others before taking his own life. He left behind ammo marked “Anti-ICE” and had ties to Communist views similar to his leftist sister. Bryan warns the pattern echoes other recent attacks: “From Trump's assassin in Butler, PA… to Charlie Kirk's killer… these platforms like Steam and Discord are being used to groom young men into violence.”   Newsom Taunts ICE After Signing Five Bills: California Governor Gavin Newsom declared, “To ICE, unmask yourselves. What are you afraid of?” on Colbert's show, less than 24 hours before the Dallas attack. Leftist groups in California are doxxing ICE officers with help from AI activists in Europe, while Democrats push to weaken federal deportation powers. Bryan argues this is about political power, not civil rights: “Schumer and Pelosi said it themselves — they want illegals turned into citizens for votes and control.”   The AI Revolution's Cost and Scheming Risks: OpenAI, Oracle, and SoftBank pledged $500 billion for new U.S. data centers, with utilities warning of grid strain and soaring bills. While AI is helping detect Parkinson's and cancers, researchers admit models are “scheming” — purposely failing to hide competence. Bryan quips, “We're spending a trillion dollars to create systems that lie, hallucinate, and dumb down doctors.”   Common Medications Alter Gut Health for Years: Estonian researchers found antidepressants, beta-blockers, proton pump inhibitors, and benzodiazepines disrupt the gut microbiome as severely as antibiotics. Effects persist long after use, raising risks for diseases like cancer and Alzheimer's. Bryan advises, “If you're on meds, don't forget about your belly — diet, sleep, and exercise matter.”   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Dallas ICE facility shooting Joshua Jahn, Anti-ICE ammo Mauser rifle, Discord Steam radicalization grooming, Gavin Newsom Colbert ICE taunt, California ICE officer doxxing AI, Schumer Pelosi immigration citizenship votes, OpenAI Oracle SoftBank Stargate $500B, AI data center electricity water grid strain, AI scheming OpenAI ChatGPT, Estonia gut microbiome drugs study, antidepressants beta-blockers proton pump inhibitors benzos, long-term gut health risks cancer Alzheimer's

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com Promo Code "IM" zscaler.com/security pantheon.io

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired) In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information) Nvidia's $100bn bet on ‘gigantic AI factories' to power ChatGPT (FT) Alibaba Shares Soar After Hiking AI Budget Past $50 Billion (Bloomberg) VCs to AI Startups: Please Take Our Money (Bloomberg) Disney+, Hulu, ESPN to Hike Prices Again in October (The Wrap) WhatsApp adds built-in text translations on iPhone and Android (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC. 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.