Podcasts about softbank

Fukuoka SoftBank Hawks vs Tohoku Rakuten Golden Eagles 8/21/26 NPB Japan Prediction Today by Ron Crawford.

Episodio # 473 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 de la actuación de los latinos en la Serie de las Estrellas de la NPB, de la promoción del dominicano Luis Rodríguez al primer equipo de SoftBank y de la actuación de los japoneses en las Grandes Ligas. Adicionalmente, habla de la era de los jonroneros japoneses en la MLB 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

August 1, 2026, 8 AM; Interviews with dozens of people indicate"staggering fundraising and influence operation, with Trump at the center of it all," according to a report by The Wall Street Journal. Trump has raked in $800 million dollars since returning to office, including $50 million from Japan's Softbank for his presidential library, $25 million from Apple for the Ballroom project, and a $10 million donation from Microsoft. Former Senator Claire McCaskill and Kevin Frey join The Weekend to discuss the report. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow   To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join José as he hosts a special edition of the Emerging Manager series on the Delphi Podcast, sitting down with Andrew Kang, founder of RoboStrategy. After managing personal capital through Mechanism Capital across both public and venture markets, Andrew turned his focus entirely to the under appreciated robotics industry a space he identifies as being at a critical inflection point reminiscent of AI in 2022 or crypto in 2014.  They dive deep into the underlying method behind finding asymmetric bets, sizing positions, and distinguishing a true contrarian play from simply being the sucker at the table. Andrew breaks down the multidisciplinary engineering breakthroughs that sparked his initial bullishness on humanoid robotics and why he believes the industry is poised to become a multi-decade, trillion-dollar powerhouse.

First we get into a very circular (the strongest shape in nature) deal between Nvidia, OpenAI, and Softbank to finance a $250 billion 10-gigawatt data center complex, powered by a natural gas plant built by the US and Japanese governments, on a decommissioned uranium-enrichment site in Ohio, which will be filled by a further $350 billion of chips sold and financed by Nvidia. All very normal stuff. Then we revisit the hysteria over retail theft, why every pharmacy is a prison, and the admission by companies that “maybe we cried too much” about a problem that doesn't exist. Vibes are a very powerful thing. ••• Jathan's new paper: Deconstructing the Machine Learning Value Chain https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7084259 ••• Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center https://www.wsj.com/tech/ai/nvidia-in-talks-with-openai-to-guarantee-250-billion-financing-for-data-center-3dd6eae3 ••• We used to be able to buy things in this country https://dannykatch.substack.com/p/we-used-to-be-able-to-buy-things ••• British Police Built a Sprawling Crime-Prediction Machine. Some Results Couldn't Be Trusted https://www.wired.com/story/british-police-built-a-sprawling-crime-prediction-machine-some-results-couldnt-be-trusted/ Standing Plugs: ••• Order Jathan's book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed's substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

Most investors skip your market sizing slide. Not because the number is too small, but because a $5 billion figure pulled off Statista tells them nothing about how you get your first customer. And when you claim 1% of a huge market, you quietly undercut the entire deck you just spent ten slides building. So what does a market slide that actually sells the business look like?Otto Pohl helps deep tech founders tell better company stories, with a focus on university spinouts. Former journalist, serial entrepreneur, head of communications for startups, and he has taught entrepreneurial communications at USC. In this episode he and Marina take apart the TAM SAM SOM habit and rebuild the market slide from the bottom up. You will hear why the same blood-analysis technology needs three completely different market pitches depending on whether you are talking to a medtech VC or to SoftBank, how a data center cooling startup found its one number by anchoring on PUE instead of the total market, why conquering Belgium can be a more convincing first move than claiming the world, and what changes in your market narrative between pre-seed and Series A. Plus the reason academic founders keep showing up to the beach in a tuxedo.LINKSCould use a strategic advisor on your communications and founder branding? Work with Marina at https://www.scalingnerds.com/Marina Schmidt (host) on LinkedIn: https://www.linkedin.com/in/schmidt-marina/Otto Pohl (guest) on LinkedIn: https://www.linkedin.com/in/ottopohlOtto Pohl's website & biweekly newsletter: https://www.ottopohl.com/Otto's consulting, Core Communications: https://www.ottopohl.com/servicesCHAPTERS00:00 - What the market sizing slide is actually for14:27 - Bottom-up market sizing: the numbers investors believe41:02 - Picking your wedge: why a small first market wins49:34 - Academic vs business communication: the tuxedo at the beach54:15 - How market sizing changes from pre-seed to Series AABOUT THIS EPISODEA practical guide to market sizing for startup pitch decks, built for deep tech and university spinout founders. Otto Pohl and Marina Schmidt cover TAM SAM SOM and its limits, bottom-up market sizing, how the market slide connects to your go-to-market strategy, choosing a beachhead market, and how investor expectations shift from pre-seed to Series A. Scaling Nerds is a startup podcast on communications, storytelling and PR for VC-backed founders raising their next round.KEYWORDSmarket sizing, tam sam som, pitch deck, market slide, bottom-up market sizing, go-to-market strategy, beachhead market, investor pitch, deep tech startup, university spinout, fundraising, startup marketing, startup storytelling, founder branding, startup podcast

Does becoming a billionaire turn one into an insufferable jerk, or is that an innate quality they bring to the position?Big-name billionaires – like Musk, Bezos, and Zuckerberg – literally flaunt their irrepressible jerkism, but the disease seems to inflict their entire class of über-rich corporate royals. Its telltale symptoms are not their grandiose mansions and yachts, but their sudden impulse to instruct us regular people on how to think. In particular, they're now demanding that we get out of their way so they can remake society in their image.Jensen Huang, for example, a Silicon Valley techno-whiz who heads Nvidia, now the world's richest corporation. He's demanding that we transform our economy and social structure into a new order of AI dominance, piously chiding those of us who're angry about AI's destruction of our jobs, communities, water, farmland, and democracy itself. Tut-tut, the gabillionaire scolds, you petty people must “create new social norms” to advance AI.Then there's the little-known honcho of SoftBank, a multi-trillion-dollar Japanese tech powerhouse trying to impose AI supremacy worldwide. He's now asserting a corporate “morality” of wealth, calling people who question AI “foolish.” He philosophizes that TechWorld “will transform our lives completely and do so in a way that generates profits.”For whom? For billionaires, of course. So there you have a clear statement of the values and goals of AI profiteers: More for them, no matter the cost to everyone else. SoftBank's imperious boss laughs at those of us who dare question his vision of an AI plutocracy, calling us fools who are “spitting upward.”No sir, look again. We are spitting straight at you.Do something!Want to join the rebellion against AI billionaires? Check out Public Citizen's work on Big Tech and other corporate monsters: https://www.citizen.org/topic/consumer-worker-safeguards/big-tech/Jim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

A.M. Edition for July 27. President Trump calls off a major escalation of strikes against Iran, amid efforts to revive diplomacy with Tehran and a debate over America's declining munitions stockpiles. Plus, Nvidia is in talks to provide a roughly $250 billion financial backstop for OpenAI to lease a massive data center project in Ohio. And WSJ tech reporter Amrith Ramkumar explains how dual lobbying efforts from Apple and Micron are putting the Trump administration in the center of a fight over access to Chinese memory chips. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Memory-chip maker CXMT soars in its stock-market debut to become the most valuable company listed in mainland China. And Wildfires threaten France's Bordeaux region. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia is reportedly negotiating a massive financial agreement to support OpenAI in a $500 billion data center development located in Ohio. The proposed deal involves a $250 billion financing guarantee to help the AI developer secure a lease for the 10-gigawatt facility, which is being constructed by a subsidiary of SoftBank. While the project aims to create one of the largest computing hubs in the world by 2028, experts express caution regarding the circular financing nature of the arrangement. This trend, where a hardware supplier funds its own customers' infrastructure, blurs traditional boundaries between vendors, lenders, and consumers. Consequently, some investors are calling for stricter board oversight and credit transparency as the industry moves toward a model where total infrastructure integration becomes the primary product.

BESI, ASML, ASM, alledrie gaan ze onderuit na een verhaal van The Information. Volgens de peperdure techsite is het nu echt zover: China is begonnen met de productie van eigen DUV-chipmachines. Een Chinees staatsbedrijf zou deze gemiddeld geavanceerde chipmachines kunnen leveren, een product waar ASML nu nog nagenoeg alleenheerser op is. Maar ja, we horen wel vaker dat China enigszins hoogwaardige chips kan produceren, terwijl de productieprocessen nagenoeg altijd inefficiënt blijken te zijn. Oftewel: duur, verspillend en amper concurrerend. Waarom beleggers dan toch in paniek raken en of dat wel terecht is, bespreken we deze aflevering. Een aflevering die sowieso vol zit met China. Want chipbedrijf CXMT kreeg het voor elkaar: van de ene op de andere dag het grootste beursbedrijf van China worden. CXMT schoot na de beursgang vannacht met meer dan 500 procent omhoog. Het bedrijf produceert geheugenchips en is daarmee een concurrent van Samsung en SK Hynix. Of het bedrijf die twee ook serieus kan beconcurreren, gaan we ook voor je uitzoeken. En het lijkt de Chinashow wel: we hebben het ook over de soort-van-Chinese bank HSBC, de Hong Kong & Shanghai Banking Corporation. Dankzij hun zetel en beursnotering in Londen, is het een Europees beursbedrijf. En sinds kort zelfs Europa's op-een-na grootste beursbedrijf, achter ASML. Ze naderen een beurswaarde van 300 miljard dollar. Hoe ze dat voor elkaar kregen, en waarom ze zo belachelijk veel winstgevender zijn dan ING en ABN, gaan we je ook vertellen. Hoor je ook Welke nieuwe horde in de overnamesoap van Warner Bros door Paramount nu weer krijgt Hoe Nvidia de koers van andere chipbedrijven omhoog helpt Waarom president Trump de beursgang van She-in in de weg zit Te gast: Robbert Manders, van het Antaurus Europe Fund 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.

Invierte periódicamente con 0 € de comisión a través del Plan de Inversión con ETF de Freedom24: https://freedom24.club/cascaron_planes Abre una cuenta gratuita en Freedom24 https://freedom24.club/CaleroJF y consigue:✓ 0 € de comisión por inversión automática en ETFs y acciones elegibles✓ 40.000 acciones y 3.600 ETFs para diversificar tu cartera✓ Acceso directo a más de 20 bolsas de América, Europa y Asia✓ Asistente personal gratuito e ideas de inversiónComo ventaja adicional, actualmente puedes conseguir hasta 20 acciones de regalo* por abrir y recargar tu cuentaFreedom24 es un bróker europeo con licencia y filial al 100% de FRHC, empresa cotizada en NASDAQ.Contenido patrocinado por Freedom24Disclaimer:Contenido patrocinado por Freedom24. Freedom24 es un bróker europeo regulado por la CySEC que opera en España a través de su agente vinculado Freedom24 Iberia, registrado en la CNMV.Invertir siempre implica el riesgo de perder tu capital. Las rentabilidades pasadas o las previsiones no garantizan resultados futuros. El acceso a un vehículo de inversión concreto está sujeto a un test de idoneidad. Realiza tu propia investigación antes de realizar cualquier inversión. Es importante consultar con un asesor financiero antes de tomar cualquier decisión de inversión. La oferta de 0 € de comisión solo está disponible para la función de aportaciones automáticas recurrentes de Freedom24. Pueden aplicarse otras comisiones.*La promoción WELCOME está sujeta a términos y condiciones. Las acciones de regalo se asignan aleatoriamente de una selección de valores elegibles, y las acciones de mayor valor se otorgan con menor frecuencia.China está cambiando las reglas de la inteligencia artificial. Mientras Microsoft, Google, Amazon, Meta y Oracle preparan inversiones gigantescas en centros de datos e infraestructura de IA, los laboratorios chinos están siguiendo una estrategia completamente diferente: modelos abiertos, costes reducidos y una inteligencia artificial cada vez más accesible.El impacto ya se dejó sentir con DeepSeek, cuyo ascenso sacudió a Silicon Valley y coincidió con una histórica caída de Nvidia en bolsa. Pero DeepSeek fue solo el principio. Qwen, Kimi y otros modelos chinos están demostrando que China puede competir en inteligencia artificial incluso con las restricciones estadounidenses al acceso a los chips más avanzados.En este vídeo analizamos la auténtica batalla de la IA entre China y Estados Unidos: dos estrategias radicalmente diferentes. Silicon Valley apuesta por inversiones masivas, centros de datos, GPUs, suscripciones y modelos cada vez más potentes. China intenta convertir la IA en una tecnología abierta y prácticamente gratuita, extendiendo sus modelos por todo el mundo.¿Qué ocurre si los modelos gratuitos llegan a ser suficientemente buenos para la mayoría de usuarios? ¿Cómo recuperarán las grandes tecnológicas estadounidenses los cientos de miles de millones invertidos en infraestructura? ¿Puede el código abierto convertirse en el arma con la que China cambie el mercado mundial de la inteligencia artificial?También analizamos el papel de DeepSeek, Qwen y Kimi, las restricciones a Nvidia, el proyecto Stargate de OpenAI, Oracle y SoftBank y la enorme carrera por construir la infraestructura que alimentará la próxima generación de inteligencia artificial.China y Estados Unidos están jugando dos partidas muy diferentes. Y el ganador de esta batalla podría definir cómo utilizaremos —y cuánto pagaremos— por la inteligencia artificial durante los próximos años.#InteligenciaArtificial #China #DeepSeek

Fukuoka SoftBank Hawks vs Saitama Seibu Lions 7/26/26 NPB Japan Pick Today by Ron Crawford.

Get your hand-picked playbook here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.figuringout.co/pdf/fo-540Check out The Money Trap: https://amzn.in/d/0hTkmA3jGuest Suggestion Form: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/bnaeY3FpoFU9ZjA47⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: This video is intended solely for educational purposes and opinions shared by the guest are his personal views. We do not intent to defame or harm any person/ brand/ product/ country/ profession mentioned in the video. Our goal is to provide information to help audience make informed choices. The media used in this video are solely for informational purposes and belongs to their respective owners.(00:00) - Intro(02:31) - Masayoshi Son's Two Epic Crashes & Comebacks(06:28) - What Makes Masayoshi Son a True Visionary(09:26) - Steve Jobs, the ARM Holdings Deal & Betting on the Future(11:41) - Inside the $100 Billion Vision Fund & What Killed WeWork(15:36) - Adam Neumann: Salesman, Visionary, or Both?(18:20) - When to Suspend Analysis: Betting on Future Business Models(23:42) - Indians Building Startups in India vs. Silicon Valley(27:21) - India vs. the US vs. China: What It Takes to Build There(32:56) - Underfunded vs. Overfunded Startups(37:14) - Bhavish Aggarwal & the Art of Attracting Capital(39:42) - Masayoshi Son & Ritesh Agarwal's Special Bond(43:08) - What VCs Actually Look for in Founders(45:45) - Why Stubborn Founders Often Win(47:00) - The Most Inspiring Entrepreneur: Elon Musk(50:26) - Other Entrepreneurs Who Inspire Him(52:38) - Steve Jobs: The Leonardo da Vinci of Tech(53:57) - Why "Follow Your Passion" Is Terrible Advice(58:16) - The Money Trap: How Much Is Enough?(1:00:46) - Sleep, Health & Data-Driven Obsession(1:04:14) - The Next Billion-Dollar Opportunity: AI in Every Business(1:06:59) - Why He Finally Wrote His Book(1:14:05) - OutroIn today's episode, we sit down with T. V. Mohandas Pai, Co-founder and Chairman of Aarin Capital and Chairman of 3one4 Capital to discuss India's future, entrepreneurship, AI, governance, and what it really takes to build a successful career.Follow Alok Sama Here:LinkedIn: https://www.linkedin.com/in/aloksama/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Raj ShamaniRaj Shamani is an Entrepreneur at heart that explains his expertise in Business Content Creation & Public Speaking. He has delivered 200+ speeches in 26+ countries. Besides that, Raj is also an Angel Investor interested in crazy minds who are creating a sensation in the Fintech, FMCG, & passion economy space.To Know More,Follow Raj Shamani On ⤵︎Instagram @RajShamani ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/rajshamani/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter @RajShamani ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/rajshamani⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook @ShamaniRaj ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/shamaniraj⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn - Raj Shamani ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/rajshamani/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠About Figuring OutFiguring Out Podcast is a Candid Conversations University where Raj Shamani brings raw conversations with the Top 1% in India.

Rafa Flores, Chief Product and Growth Officer of Treasure AI, joins the podcast to talk about his career path from engineering recruiter to “boomerang” leader returning after six years away, and Treasure Data's rebrand to Treasure AI. Flores says the shift is an evolution based on the company's machine-learning and predictive heritage, its technical DNA of using AI internally, and a desire to create a lifestyle-like community brand. He explains Treasure AI Studio, which orchestrates CDP and activation in plain English across web and mobile, enabling faster troubleshooting, campaign deployment, and real-time insights. Flores argues first-party data remains a “goldmine” but must be activated incrementally with governed access; how AI helps answer questions quickly but requires guardrails, discusses fear and overemphasis on speed/cost versus value and predicts growth of “digital workers”.   About Treasure AI Treasure AI is the agentic experience platform helping the world's most loved brands finally activate the customer data they already have. Founded in 2011 and backed by SoftBank, the company spent 15 years quietly building the infrastructure behind some of the most recognizable names in retail, automotive, CPG, and financial services — before rebranding in 2026 to reflect what it had always been building toward. Named a Forrester Wave Leader for B2C CDPs, Treasure AI unifies fragmented first-party data into a single living customer profile and puts AI to work on it in real time, on behalf of human marketers who set the strategy and make the calls. The result for brands like Nestlé, AB InBev, Stellantis, and Condé Nast is measurable: millions in recovered media spend, significant revenue generated, and marketing teams that finally get to go home on time.   About Rafa Flores Rafa Flores is the Chief Product and Growth Officer at Treasure AI, where he leads product strategy and growth with a simple conviction: the best technology gives people their time back. A builder by nature and a father of four, Rafa has always believed that progress is personal — that the products worth building are the ones that free someone up to be more present, more creative, and more human. That belief drives everything from how he runs his teams to the unconventional call he made to give away free access to a platform traditionally reserved for Fortune 500 companies, a bet that raised eyebrows and is already showing results. He brings that same bias toward progress to every stage he walks onto.  Time Stamps 00:00 Welcome and Guest Intro 00:39 Rafa's Career Journey 01:53 Returning to Treasure Data 03:25 Move at Speed of Now 04:12 Rebrand to Treasure AI 07:22 Lifestyle Brand in B2B 09:57 AI Studio Use Cases 12:37 First Party Data Goldmine 16:29 AI Hype and Real Value 18:38 Digital Workers Ahead 20:31 SaaS Future and Guardrails 23:59 PLG Try Now Campaign 26:02 Advice and Wrap Up   Quotes "It's not just about how much time AI can save you, it's also about how much revenue it can drive for the business." Rafa Flores, CPO at Treasure AI. "Digital workers are about better supporting the human in the loop." Rafa Flores, CPO at Treasure AI. "The biggest mistake is everyone wants to rush to deploy AI."  Rafa Flores, CPO at Treasure AI.   Follow Rafa: Rafa Flores on LinkedIn: https://www.linkedin.com/in/ref2019/ Rafa Flores on Forbes: https://www.forbes.com/councils/forbestechcouncil/people/rafaelflores/ Treasure AI website: https://www.treasure.ai/ Treasure AI YouTube: https://www.youtube.com/@TreasureData   Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/   If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron el reporte corporativo de Netflix, que generó una reacción de -11% en el precio de sus acciones antes de la apertura del mercado. Revisaron también la caída de las tecnológicas asiáticas, con el Nikkei perdiendo -4% y el Taiex -6,5%, y su impacto en SoftBank, que más que una acción de semiconductores funciona como un vehículo apalancado sobre OpenAI. Cerraron con el reporte corporativo de Alcoa, empresa productora de alúmina y aluminio que presentó ingresos récord por el aumento en los precios del aluminio, aunque su negocio de alúmina sigue en pérdidas.

VOV1 - Cuộc đua trí tuệ nhân tạo AI bước sang một giai đoạn mới. Nếu trước đây trọng tâm là cạnh tranh về mô hình và công nghệ giữa các cường quốc, thì nay nhiều quốc gia chuyển sang cuộc đua thu hút các tập đoàn công nghệ toàn cầu đầu tư vào trung tâm dữ liệu, điện toán đám mây, bán dẫn và hạ tầngThay vì chỉ ban hành chính sách ưu đãi, nhiều nguyên thủ trực tiếp tham gia vận động các “Ông lớn” công nghệ, coi đây là đòn bẩy để nâng cao năng lực cạnh tranh quốc gia trong kỷ nguyên số. Tổng thống Pháp Emmanuel Macron và Thủ tướng Ấn Độ Narendra Modi được đánh giá là hai nhà lãnh đạo đi đầu trong xu hướng này. Trong năm nay, cả hai đã liên tục gặp gỡ lãnh đạo các tập đoàn công nghệ hàng đầu nhằm thu hút các dự án trung tâm dữ liệu, điện toán đám mây và sản xuất chip, những nền tảng cốt lõi của hệ sinh thái AI.Tại Pháp, Tổng thống Emmanuel Macron đã trực tiếp thuyết phục Chủ tịch kiêm Tổng Giám đốc điều hành SoftBank Masayoshi Son đầu tư vào các trung tâm dữ liệu AI. Theo kế hoạch công bố hồi tháng 5, SoftBank sẽ xây dựng 3,1 GW trung tâm dữ liệu AI tại Pháp vào năm 2031, thuộc chương trình phát triển hạ tầng AI trị giá 75 tỷ euro. Nhà lãnh đạo Pháp cũng tận dụng Hội nghị Thượng đỉnh G7 để tăng cường kết nối với các lãnh đạo doanh nghiệp AI hàng đầu thế giới.“Đây là thời điểm mang đến những cơ hội to lớn cho nhân loại. Vì vậy, tôi đón nhận giai đoạn này với sự quan tâm sâu sắc, quyết tâm hành động và niềm tin rằng Pháp, châu Âu cùng các đối tác lớn cần nắm bắt cơ hội. Những tiến bộ này sẽ giúp chúng ta sống tốt hơn, học tập hiệu quả hơn, làm việc năng suất hơn và chăm sóc sức khỏe tốt hơn. Điều quan trọng là chúng ta phải bảo đảm trí tuệ nhân tạo luôn phục vụ con người."Trong khi đó, Ấn Độ theo đuổi chiến lược thu hút đầu tư nhằm từng bước trở thành một trung tâm AI mới. Thủ tướng Narendra Modi đã liên tục gặp lãnh đạo Amazon, Microsoft, Google và Intel để kêu gọi đầu tư vào hạ tầng AI, điện toán đám mây và ngành bán dẫn. Amazon mới đây công bố khoản đầu tư 48 tỷ USD vào Ấn Độ, trong đó 21 tỷ USD dành cho hạ tầng AI và điện toán đám mây. Microsoft và Google cũng cam kết mở rộng đầu tư để hỗ trợ tham vọng phát triển hệ sinh thái AI của nước này. Phát biểu tại Hội nghị Thượng đỉnh AI toàn cầu hồi tháng 2, Thủ tướng Narendra Modi khẳng định: “AI không chỉ giúp máy móc trở nên thông minh hơn mà còn khuếch đại năng lực của con người lên gấp nhiều lần. Điều khác biệt của cuộc cách mạng này chính là tốc độ chưa từng có và quy mô chưa từng thấy...Vì vậy, chúng ta cần có tầm nhìn đủ lớn và sẵn sàng gánh vác trách nhiệm tương xứng."Điểm chung trong chiến lược của Pháp và Ấn Độ là coi hạ tầng AI, từ trung tâm dữ liệu, năng lực điện toán đến bán dẫn là yếu tố quyết định vị thế trong chuỗi giá trị AI toàn cầu. Tuy nhiên, cùng với làn sóng đầu tư, Liên hợp quốc cảnh báo AI có nguy cơ làm gia tăng khoảng cách phát triển nếu năng lực công nghệ tiếp tục tập trung vào một số ít quốc gia và doanh nghiệp. Trong khi đó, Liên minh Viễn thông quốc tế (ITU) cho biết hiện vẫn còn khoảng 2,2 tỷ người chưa được kết nối Internet, đồng nghĩa nhiều quốc gia có nguy cơ bị bỏ lại phía sau nếu khoảng cách hạ tầng số không được thu hẹp.Cuộc đua AI, vì thế, không còn chỉ là cuộc cạnh tranh về công nghệ, mà đã trở thành cuộc đua thu hút đầu tư, xây dựng hạ tầng và định hình lợi thế chiến lược của các quốc gia trong kỷ nguyên số./.Thu Hoài/Ban Thời sự VOV1

As America marks 250 years of existence, it is worth pausing to ask a question that most people avoid: what is actually true about this country versus what we have been conditioned to believe? The noise coming from cable news, social media algorithms, and political fundraising machines has created a version of America that feels perpetually on the brink of collapse. But the data tells a radically different story. America 250 is not a eulogy. It is a celebration grounded in economic history, human ambition, and the rare national DNA that makes this country unlike any other on earth. The story of America 250 is not just about survival. It is about a country that has repeatedly invented entirely new categories of value from nothing, attracting dreamers from every corner of the globe who recognize something that many native-born Americans take for granted. Understanding what America actually is, rather than what the anger merchants want you to believe, is the starting point for seeing where it is going next. 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.   The Anger Industrial Complex Is Manipulating You The most important thing to understand about the current state of American political culture is that the division you feel is largely manufactured. Politicians, legacy media, and social media algorithms have built extraordinarily profitable business models on your outrage. Fundraising emails do not celebrate progress or bipartisan cooperation. They warn you that the other side is coming for everything you love. Cable news stopped booking reasonable people because screaming is more watchable. Then social media arrived with algorithms engineered to identify with inhuman precision exactly what makes you angry, and serve you more of it every hour. Here is what those category leaders of manufactured rage never want you to know. On guns, taxes, immigration, abortion, equal rights, policing, gay marriage, the national debt, and entrepreneurship, Americans mostly agree. 91% of Americans believe anyone regardless of race deserves an equal opportunity to succeed. 94% approve of interracial marriage, up from just 4% in 1958. 81% of Americans support universal background checks, including 80% of Republicans. 94% believe every citizen deserves a fair shot to start and grow a business. These numbers cut cleanly across party lines and receive zero coverage because agreement does not generate revenue. The pattern is consistent and deliberate. Every time Americans broadly agree on something, the machine finds the 5 to 15% on either extreme of the bell curve who do not, puts them on television, feeds them into the algorithm, and collects revenue by monetizing anger manufactured from nearly nothing. A citizen who stops being angry is a bad customer, and that is precisely why the machine never stops running.   America Is a Catapult, Not a Club What makes America 250 worth celebrating is not just its age. It is its architecture. In Gallup surveys conducted across 150 countries since 2007, one question has been asked consistently: if you could move anywhere on earth, where would you go? Every single year, 170 million people choose the United States. The runner-up draws half that number. China has four times America’s population and a foreign-born population of just 0.1%. The United States sits at 15%. People do not want to move to America because it is the best. They want to move here because it is different. Nearly every other country on earth functions like a club, one you are born into or spend a lifetime trying to enter. America was purpose-built as a catapult for people driven by dreams, pirates, innovators, and those desperate enough to bet everything on a different future. The founder of SoftBank, one of the wealthiest people in Japan, was born ethnically Korean and was bullied to the point of contemplating suicide, denied credit in Japanese business specifically because of his ethnicity. That story plays out differently in America, where meritocracy at its best does not ask where you came from or what school you attended. Two families, two wars, two bets on a different future in the same country capture this perfectly. One grandfather left Scotland after World War Two for a rubber factory job in Montreal. One father left Korea to become a janitor and a limo driver in Hawaii. Neither came for comfort. Both came for the removal of limits on what their children could become. America 250 is the story of those bets paying off across generations.   The Jevons Paradox and the Next 250 Years In 1865, British economist William Stanley Jevons noticed something counterintuitive. As steam engines became more efficient and required less coal to do the same work, experts predicted coal consumption would fall. Instead, it exploded. Greater efficiency lowered the cost of power, which expanded adoption, which created entirely new categories of economic activity that had not existed before. Jevons called it a paradox, and it is the single best framework for understanding America’s economic history. From a GDP of roughly 193 million in 1790 to over 30 trillion today, America did not simply get better at existing industries. It invented the railroad, then electricity, then the automobile, then the computer, then the internet. Each one was a new category. Each one created massive value from nothing. The internet alone generated approximately 16 trillion in new global economic value over 30 years, more than half of total world GDP in 1995, built entirely from scratch by entrepreneurs. Before the internet, no one needed a web engineer, a search algorithm, or a social media manager. New categories create new categories. AI is now the next expression of the Jevons paradox at a civilizational scale. Goldman Sachs projects AI will raise global GDP by 7% over the next ten years. PwC projects AI could contribute 15.7 trillion by 2030 alone, nearly matching the internet’s entire 30-year impact in under a decade. If AI creates twice the proportional value the internet did, that is 110 trillion in new economic value built on top of the existing world economy. America 250 is not the end of a story. It is the opening chapter of the most consequential economic category in human history, and America is positioned at its center. To hear more from Christopher Lochhead and about America 250 & beyond, download and listen to this episode. You can also check out his thoughts on America as a Different Category of Country.   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 (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!  

Ed Zitron and the TF Crew are on both your feeds this week to discuss the Softbank slide deck breakdown you've all been waiting for. It's nothing other than the goose, and whether or not the goose was valued, and what kind of factory does a goose use to make golden eggs. Softbank Presentation here. Check out Better Offline at https://www.betteroffline.com!

Doogles covers Polymarket's alleged influencer ad mess, including fake bets and fake wins. Then they crack open SoftBank's shareholder deck, featuring golden eggs, goose value, and possibly the most bizarre visual explanation of alpha ever presented to investors. Skippy then hates on Scott Galloway's viral money comments. The episode wraps with a detour into life lessons from watching European Soccer and a few stock research recommendations for premium subscribers only.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Aan het einde van het tweede kwartaal vonden beleggers 't wel welletjes met die geheugenchips. Hup, daar gooiden ze Micron, Samsung en SK Hynix en andere chipbedrijven van de trap. 'Rotatie', las je dan in de media. Maar zelf vonden de geheugenchippers het nog lang niet genoeg. Analisten verwachten dat Samsung morgen 18 keer zoveel winst gaat melden op jaarbasis over het tweede kwartaal. En rivaal SK Hynix? Dat gaat vrijdag eventjes lachend 28 miljard dollar ophalen in de VS. Mein Gott! We bespreken wat dit betekent voor chipbeleggers. Daarbij laten we natuurlijk de flinke daling van Besi niet onvermeld. De chipverpakker van Richard Blickman kreeg slecht nieuws: de invoer van hybrid bonding, de efficiënte chipverpakkingstechniek waar Besi hofleverancier van wil worden, wordt waarschijnlijk opnieuw uitgesteld. Verder mag je een nieuw bruidspaar feliciteren, want EasyJet geeft na vier aanzoeken eindelijk het jawoord aan bruidegom Castlelake. Soms moet je even onderhandelen over je bruidsschat. Ze zijn uitgekomen op 5.5 miljard pond. Maar waarom staat EasyJet dan nog steeds te koop voor makkelijk een miljard pond minder dan die overnameprijs? Kan dat bod echt nog stuklopen voor de deadline van 3 augustus? Verder hoor je nog: Wat de opname van SpaceX in de Nasdaq 100 betekent voor SpaceX én indexbeleggers. Dat gaat morgen gewoon door. Was het 't nou waard om allemaal op je kop te gaan staan vanwege die snelle opname in de index? Waarom de beurswaarde van Softbank lager is dan zijn belang in chipmaker Arm. Huh? Hint: ganzenrisico. Waarom de tijd eindelijk is aangebroken voor de nucleaire beursgang van Holtec. Te gast: Erik Mauritz, senior adviseur Nederland bij Trade Republic 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.

This week, we discuss Anthropic's 18-day Fable timeout, whether AI is actually killing jobs, and OpenAI's trillion-dollar IPO problem. Plus, SoftBank's golden goose slides. Watch the YouTube Live Recording of Episode 579 Runner-up Titles Everything is Files It's just about meetings Did you do the pre-meet? Meetings Judgement Let it ride If it's hot, turn on the AC I don't have time for a towel. Headless HEB Rundown I was fired by Google for creating the Google Workspace CLI Fable is Back White House lifts export control on advanced AI model from Anthropic Trump administration lifts restrictions on Anthropic's Fable 5 OpenAI and Anthropic limit new AI models to Trump-approved customers during cybersecurity review AI News of the Month - June 2026 AI is NOT killing jobs Ford rehires ‘gray beard' engineers after AI falls short AWS puts $1 billion into new AI unit to embed engineers with customers A New Look at AI's Impact on Jobs The Unstoppable Force of A.I. Hype Is Meeting One Immovable Fact Cloudflare Acquires VoidZero to Build the Future of the AI-Native Web OpenAI Leans Toward Waiting Until Next Year for I.P.O. SoftBank's slides are just trolling us The PDF of the Slides Relevant to your Interests The Australians fighting AI slop in open-source code Axios Future of Cybersecurity Thought Bubble SpaceX Is Getting Fast-Tracked Into Indexes. Ordinary Investors Could Lose Out. News Flash: You Are the Exit Liquidity for the SpaceX IPO Cerebras Systems Announces Strong First Quarter 2026 Results The AI Compass T-Mobile appears to be quitting VMware Listener Feedback Introducing Omnigent: A Meta-Harness to Combine, Control and Share Your Agents Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Walmart+ for Grocery Delivery Coté: Supermarkt Meerwijk Watergraafsmeer, also in Instagram

Most founders build one unicorn. Naveen Tewari built two.InMobi started with a simple bet: mobile would become the world's most important computing platform, and advertising could make it free for everyone. Every Indian VC said no. Naveen flew to San Francisco on a maxed-out credit card and returned with a $7 million round from Kleiner Perkins and Ram Shriram. Later came a $200 million investment from Masayoshi Son. Overnight, InMobi became India's first unicorn. Then he did it again.Glance, built quietly inside InMobi over three years, is now one of the fastest-growing consumer apps in the US, with more than 10 million monthly active users in the US.The thesis behind both companies is the same. The world's most powerful technologies, first mobile and now AI, only reach masses when someone figures out how to pay for them. Naveen believes advertising is that mechanism, and that InMobi is uniquely positioned to subsidise AI access at population scale, just as it helped subsidise mobile a decade ago.If you want to understand how one founder from India has quietly helped shape two technology eras, this episode is for you.00:00 - Trailer00:57 - Why Naveen became a founder03:26 - How co-founders met and came together11:33 - The pivot from mKhoj to InMobi15:02 - Can AI be subsidised for mass consumption?16:12 - Expanding globally before the US18:29 - Which industries can delay entry to US market?20:53 - What is Glance?23:55 - Incubated within InMobi for 2 years25:17 - What changes when you face failure in public?29:10 - How the SoftBank round changed InMobi32:53 - Maxing out credit cards to pay bills38:18 - $7Million Kleiner Perkins & Ram Shriram round43:07 - Hypergrowth journey: Series A to Series C45:41 - $200 million funding from Masa53:31 - Change of VC ecosystem in India54:34 - How building for B2B differs from B2C58:50 - How AI is changing InMobi and Glance-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail

Meta's latest AI move is raising new questions about whether some of the biggest tech companies are building more computing power than they know how to use.Mike Armstrong and Marc Fandetti break down Meta's plan to sell excess AI compute capacity, why SoftBank's entry into AI cloud services adds another layer of uncertainty, and what these moves may say about the broader AI spending boom. They also discuss Kevin Warsh's latest comments on inflation, why “gray divorce” is creating new inheritance planning challenges, what Bending Spoons hopes to do with AOL and Vimeo, and why major egg producers are facing allegations of price collusion.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Die Wall Street steuert vor dem langen Feiertagswochenende auf einen freundlichen Handelsstart zu. Der schwächer als erwartete Juni-Arbeitsmarktbericht wird zunächst eher positiv interpretiert: Ein abkühlender Jobmarkt nimmt Druck von der Fed und erhöht die Hoffnung auf Zinssenkungen. Genau diese Aussicht stützt die Stimmung, auch wenn unter der Oberfläche weiter rotiert wird. Besonders die stark gelaufenen KI-Infrastruktur- und Memory-Aktien stehen nach deutlichen Verlusten in Asien unter Druck. Belastend wirken Gewinnmitnahmen, Sorgen über mögliche Überkapazitäten bei KI-Rechenzentren, mögliche Apple-Käufe chinesischer Memory-Chips sowie neue Konkurrenz durch günstigere chinesische KI-Modelle. Bei den Einzelwerten stehen Apple, Meta, Google, OpenAI und SoftBank im Fokus. Meta lotet offenbar ein Cloud-Geschäft aus, um eigene KI-Infrastruktur extern zu vermarkten. Google wird durch eine bestätigte EU-Kartellstrafe belastet. OpenAI diskutiert laut Bericht eine mögliche 5-Prozent-Beteiligung der US-Regierung, während SoftBank erneut versucht, einen milliardenschweren Kredit auf Basis seiner OpenAI-Beteiligung zu sichern. Insgesamt bleibt die KI-Story intakt, aber der Markt unterscheidet stärker zwischen Hyperscalern, Software und den zuletzt heiß gelaufenen Pick-and-Shovel-Profiteuren. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * ► 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 +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

Saitama Seibu Lions vs Fukuoka SoftBank Hawks 7/2/26 NPB Japan Betting Tips by Ron Crawford.

Every morning, 26 million children in the US get on a school bus. It is the largest mass transit system in America, and it has barely changed in 80 years. There is no real-time tracking, no route optimization, and no visibility for parents. Bus drivers still rely on walkie-talkies and dispatchers still use fax machines. Nearly half a million diesel buses are moving those 26 million children, producing more than eight million tons of carbon annually. It is one of the most overlooked, high-impact decarbonization opportunities in the country. The question isn't whether this system will change. It's who is going to change it. Our guest has spent the last decade building the solution. Ritu Narayan is the Founder and CEO of Zūm, a full-service school transportation platform that is modernizing and electrifying the yellow school bus. Ritu grew up in India and was raised to value education and dream big. After graduating from the Delhi Institute of Technology (now NSUT), she moved to California where she became a product leader at Oracle, Yahoo, and eBay. She left a career at eBay to take the leap into entrepreneurship and started Zūm to solve a deeply personal problem: modernizing and electrifying student transportation. In our conversation, Ritu walks me through her journey, and what it takes to reimagine a system the whole country depends on and nobody talks about. Today, Zum serves more than 5,000 schools across 18 states and completed over 60 million student rides last year. Zum has raised $430 million from investors including Sequoia, SoftBank, GIC, and TPG, and launched the nation's first all-electric, vehicle-to-grid school bus fleet at Oakland Unified School District, returning energy to the electric grid while children are at school. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.

Prosus draait financieel goed. Ook als je het belang in Tencent weg laat. Dan zijn omzet en winst met dubbele cijfers gestegen op jaarbasis. En Prosus deelt uit met een dividend dat 40 procent stijgt. Toch er is ook een 'maar': Just Eat Takeaway. Voor dik 4 miljard euro gekocht, maar het stelt teleur. De omzet daalt namelijk met 6 procent op jaarbasis. Zelf maakt Prosus zich geen zorgen: ze beloven binnen een jaar (met kunstmatige intelligentie) de omzet te laten stijgen. Deze aflevering kijken we of ze dat wel kunnen waarmaken. Hebben we het ook over het vertrek van de cfo van Alfen. Onno Krap heeft twee jaar gewerkt als de financiële baas van het laadpalenbedrijf, maar vertrekt ineens. Op stel en sprong, want vandaag ging het persbericht eruit en morgen is 'ie al weg. Wat daar aan de hand is, proberen we voor je uit te zoeken. Het is ook de aflevering dat we het weer eens over WeWork hebben. Je weet wel, de investering waar de baas van Softbank nog wel wat slapeloze nachten over heeft gehad. Dat is saai geworden en terug! Verder deze aflevering: Trump teruggefloten door Hooggerechtshof: Lisa Cook mag niet ontslagen worden Comcast splitst zichzelf op. Er komt wéér een mediabedrijf bij Moeten we de AEX-index veranderen in de AI-index? Volkswagen wil nog meer lozen. Nu ook onderdelen Te gast: Robbert Manders, van het Antaurus Europe Fund 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.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

Ben and Tom discuss OpenAI delaying its $1 trillion IPO to 2027 as bankers cite tech volatility and the post-SpaceX retail enthusiasm hangover, the resulting sell-off in AI infrastructure names with Softbank down 12% and Micron, NVDA, AVGO, and SNDK all lower, Apple and Microsoft's 15-20% price hikes on iPads, Macs, and Xbox tied to memory chip prices and the likelihood that big tech vertically integrates in response, ON Semi's $6 billion all-stock acquisition of Synaptics to expand into physical AI and robotics with a $100 billion TAM by 2030, and FedEx Freight's commentary that demand may finally be stabilizing.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

This week, we discuss Fable follow-up, Gartner's AI Governance MQ, and the war for AI talent. Plus, Matt and Brandon review Disclosure Day. Watch the YouTube Live Recording of Episode 578 Runner-up Titles Ready to podcast from a sailboat It's just people fighting Calculator budget Ask Siri to do your homework Software Defined Consulting: SDC The Magic Platform AI Curious I watched ALLLLL the keynotes. I don't know that, but I know that You gotta stay to vest Brandon, remember Cursor? Educated Hater Rundown Gartner Magic Quadrant for AI Governance Platforms IBM recognized as a Leader in the Gartner® Magic Quadrant™ for AI Governance Platforms  What is an "AI Governance Platform? AI Consolidates Talent Alphabet paces for worst day in a year on AI concerns after high-profile exits OpenAI co-founder Andrej Karpathy joins Anthropic's pre-training team Supercharge your cloud operations with the Kiro power for AWS DevOps Agent Relevant to your Interests Intel ex-CEO Pat Gelsinger joins faith-focused tech firm Gloo Explore more than a decade of survey data across markets Did Slate Accidentally Reveal Its Electric Truck Price? Shocking MSRP Apparently The Real Reason Anthropic's Models Are Offline: A Six-Year-Old Trump Grudge Introducing Enterprise NAS, Built on ZFS 'Fix this code.' The three words that led the U.S. government to ban … Hyundai takes full control of Boston Dynamics as SoftBank exits for $325 million Opinion | The Secret Reason Bosses Want Everyone Back in the Office, Every Day of the Week Meta Exposed Data Internally From Its Controversial Employee-Tracking Program Chevron to fuel massive Microsoft data center in Texas using natural gas Getty Images Soars 200% in Early Trading After OpenAI Deal U.S.-Backed Chipmaking Startup Chaired by Former Intel CEO Is Raising $350 Million OpenAI unveils its first custom chip, built by Broadcom Run isolated sandboxes with full lifecycle control: AWS Lambda introduces MicroVMs Anthropic's Claude Tag is learning your company, one Slack message at a time Sponsors Sentry - Quit Buggin': use code sdt26 for $100 in credit for new customers Nonsense Wiz Ice Cream for CISOs IN THE WEIGHTS Conferences WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 Cloud Foundry Summit, Sept. 21st to 22nd, Heidelberg, Coté speaking. DevOpsDays Rockies, Sept. 22 – 23, 2026, Discount Code: 26DODSWEDEFTALK WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: DEVPOD26 25 Free Tickets DevOpsDays Dallas, Sept 28-29, 2026 DevOpsDays Vilnius, Sep 30 - Oct 1, 2006 DevOpsDays Istanbul, Oct 24th, 2026, Coté keynoting. VMware User Group, Orlando, Oct 20-22, 2026 Cloud Native Denmark, Nov 19th, 2026, Copenhagen, Coté keynoting. SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Disclosure Day Matt: Izzard: The Tragedy of Hamlet Coté: The Millennial Aesthetic Coté's CFP acceptance rate chart Coté's newsletter

Brought to you by TogetherLetters & Edgewise!In this episode: AI FrontierAnthropic's Mythos model found vulnerabilities in classified US government systemsAnthropic says Alibaba must be punished for largest Claude cloning attackRobots & the RoadWaymo recalls about 3,900 robotaxis after some drove into freeway construction zonesHyundai takes full control of Boston Dynamics as SoftBank exits for $325 millionBig Tech & the MoneyTim Cook calls the memory crisis a "hundred-year flood"Masayoshi Son dismisses Musk's idea for orbital data centersWindows 10 quietly gets one more year of support and updatesWeird and WackyGiant banana pulled over in MontanaFintech employee burned through $80,000 in tokens on a 'brainrot shooter game'Tech Rec:Sanjay - Bonsaii Paper Shredder Lubricant Sheets Adam - Govee Water SensorsFind us here:sanjayparekh.com & adamjwalker.comTech Talk Y'all is a proud production of Edgewise.Media.

O mercado dá sinais de fragilidade. Analiso as quedas erráticas no Nasdaq e Bitcoin, o boom de CAPEX em IA que eleva custos de gigantes e a alta alavancagem global. Entenda a apresentação surreal do SoftBank e o grande sinal macro: o Dólar forte contra a queda do Ouro. O mercado está fragilizado?00:00 - Introdução: Algo estranho está acontecendo nos mercados01:29 - O movimento errático da Nasdaq e do Bitcoin02:54 - Inflação americana (PCE) e o aumento de preços da Apple e Microsoft04:26 - Quem realmente ganha com o boom de CAPEX em IA?06:32 - Alavancagem extrema em ETFs e o risco de liquidação07:47 - O FOMO da Inteligência Artificial chega com tudo na Ásia09:57 - SpaceX captando US$ 25 bilhões em dívidas11:09 - SoftBank: Masayoshi Son e a bizarra analogia do ganso dos ovos de ouro16:00 - Planejamento patrimonial com a Liberta17:07 - O grande sinal macro: Dólar forte vs. Correção do Ouro19:34 - Conclusão: Por que o momento exige cautela do investidor#MercadoFinanceiro #InteligenciaArtificial #Bitcoin #Macroeconomia #Investimentos

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz hablaron del sector tecnológico que atraviesa un momento de presión: las valoraciones caen y los mercados ajustan sus expectativas. También hablaron sobre las subidas de precios de los productos de Apple y Microsoft. Por último, mencionaron las razones de la caída en el precio de las acciones de SoftBank ligada a los mercados asiáticos.

Van baanbrekend ruimtevaartbedrijf naar ouderwetse telecomprovider. SpaceX doet het! Het bedrijf zou z'n Starlink-satellieten willen inzetten om ook de Amerikaanse consumentenmarkt te bedienen. Zo gaan ze de concurrentie aan met de netwerkproviders. Hoeveel kan dat SpaceX gaan opleveren? En hoe lang duurt het voordat Starlink dat ook in Europa gaat doen? Je hoort het in deze aflevering. Verder bereiden ze zich voor op boze vakbonden bij Volkswagen. De Duitse autobouwer wil opeens nog veel meer mensen ontslaan dan eerder gepland. Ze zouden nu zelfs denken aan 100.000 banen die moeten verdwijnen. Slaat de autobouwer door? Is dat überhaupt haalbaar? Of is dit gewoon een extreme eis om de onderhandelingen mee in te gaan? We hebben het ook nog over het nieuwste hoofdstuk in de tech-gekte van deze week. Een pijnlijk einde van de beursweek waarin de hoop toch weer even weg bleek. En dat allemaal na een enorm investeringsplan van Samsung. En je hoort over OpenAI, dat ook die volatiliteit heeft gezien en opeens overweegt toch pas later naar de beurs te gaan. Te gast: Jean-Paul van Oudheusden van eToro en Markets are Everywhere 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.

2,3 biljoen dollar. Of te wel 2300 miljard dollar. Dat is het bedrag dat Japan in de eigen economie gaat investeren in de komende 14 jaar. Het is onderdeel van het grote, economische plan van premier Takaichi. Zij wil dat enorme bedrag investeren in onder meer kunstmatige intelligentie en halfgeleiders. Geld dat de economie van Japan een zwengel moet geven. Wij vragen ons wel af of dit nu een zegen of juist een ramp is voor Nederlandse chipbedrijven als ASML. Want gaan zij nu veel machines leveren of gaat Japan nu sleutelen aan dé concurrent van ASML? We zoeken het voor je uit! Hebben we het ook over defensiebedrijven. Die beleven een dramatische beursdag. Ze worden onder vuur genomen, allemaal vanwege een Duitse order die wordt ingetrokken. Ook net op het moment dat een Frans/Duits defensiebedrijf juist naar de beurs wil. Een bedrijf dat onlangs naar Wall Street ging is Cerebras. Ontwerper van AI-chips. Het kwam voor het eerst als beursbedrijf met de kwartaalcijfers. Die zagen er goed uit! De omzet steeg met 92 procent, het verlies werd flink teruggebracht en de omzetprognose was beter dan gedacht. En toch wordt het aandeel gedumpt. Verder in dit beurstheater: De ceo van Softbank wil toch pas over 10 jaar met pensioen Mark Zuckerberg komt met zijn eigen Polymarket De ceo van Gamestop is nog steeds bezig met eBay Trump wil een onderzoek naar.... de hoge benzineprijzen Te gast: Nico Inberg van De Aandeelhouder 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.

Plus: Walmart buys French advertising tech firm, Vibe.co. And Tesla's European monthly sales bounce back. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Chevron strikes deal with Microsoft to power West Texas AI data center. And a SoftBank-backed robotics company plans to go public in Hong Kong. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.  AGENDA: 00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI 07:40 The Frontier Model Problem: Breadth vs Depth in AI 11:30 Most Enterprises Are Using AI Completely Wrong 13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half 16:00 AI Applications Will Have Opinions — SaaS Never Did 20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech 24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising 25:10 Why Token Prices Must Collapse 28:20 Where Value Actually Accrues in AI: Models, Memory or Apps? 29:00 Why Memory Becomes the Biggest Moat in AI 32:00 Why Every Enterprise Should Be Scared Right Now 33:15 Should Governments Regulate Frontier AI Models? 37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere 40:00 The Biggest AI Mistake CEOs Are Making Today 42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto 43:00 Do AI Companies Really Need Forward-Deployed Engineers? 45:00 Why Enterprise AI Products Still Aren't Ready 52:00 Systems of Record vs Systems of Intelligence: The Future of Software 54:00 Why AI Applications Will Replace Traditional SaaS Workflows 58:00 What Nikesh Learned From Google That Still Matters Today 1:04:00 From $200 and Two Suitcases to Running a $225B Company 1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now    

At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip Bu Tan to talk about why he took the job and what “saving” Intel actually looks like. Tan explains how his experience in startup culture informed his decisions to drive Intel's culture towards faster decisions, focus on customer satisfaction, and engineer accountability. He also discusses his strategy to strengthen Intel's balance sheet by welcoming investments from Jensen Huang's Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet' tech company.         Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LipBuTan1 | @intel Chapters: 00:00 – Cold Open 01:01 – Lip Bu Tan Introduction 01:24 – Why Lip Bu Took the Reins at Intel 03:00 – Fixing Culture 04:08 – Intel's 10-Year Vision 07:57 – Working with Elon Musk on Terafab 09:59 – Shifting Supply Chain for Semiconductors 15:34 – Limits to Scaling and Packaging 18:30 – Physical Limits to Engineering and Design 20:33 – Challenges in Semiconductor Investing 26:29 – Lessons from Cadence 28:02 – Scaling and Investment Decisions 32:03 – Rethinking Teams in AI Era 34:31 – Industrial Policy and Funding 37:25 – What Investors Misunderstand About Intel 41:10 – Where Compute Will Live 44:59 – Conclusion

SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With about 556.6 million shares sold, SpaceX instantly became one of the most valuable companies ever to go public and gave public investors their first direct stake in Starlink and Starship.The U.S.-Iran confrontation that has kept the Strait of Hormuz contested for months drove another volatile week in energy markets, with crude having spiked toward triple digits earlier in the standoff before easing back toward the mid-$80s as diplomacy gained traction. Roughly 27% of seaborne crude moves through Hormuz, and analysts have warned prices could spike dramatically if the chokepoint stays disrupted. By Friday, Iranian media described a draft deal that would lift oil sanctions and reopen the Strait, with reports of a possible signing in Switzerland as soon as the weekend - sending crude down about 2% to near $85 and lifting risk assets.OpenAI said on June 8 that it had confidentially submitted a draft S-1 registration statement to the SEC, the clearest signal yet that the AI leader is moving toward a public listing. Reporting puts the targeted valuation in the roughly $850 billion to $1 trillion range, building on the $852 billion post-money valuation from its March 2026 raise led by SoftBank and Microsoft. OpenAI has reportedly tapped Goldman Sachs and Morgan Stanley to lead the deal, with a possible listing window stretching from September into Q4 2026.At WWDC on June 8, Apple unveiled Siri AI, a rebuilt assistant with conversation history, personal-context awareness, a dedicated Siri app, and customizable voice and pacing - the long-delayed AI overhaul it has been under pressure to deliver. The company also showed iOS 27, refinements to its Liquid Glass design language, new family-safety tools, and the next macOS, named Golden Gate. The event doubled as Tim Cook's final WWDC keynote as CEO; John Ternus is set to take over in September.Tesla and Elon Musk's xAI unveiled a joint project called Digital Optimus, billed as the first major outcome of Tesla's roughly $2 billion investment in xAI. The effort fuses Tesla's humanoid-robot hardware and efficiency with xAI's reasoning models, and Musk said a user-ready version could arrive within about six months - targeting roughly September 2026. The reveal deepens the cross-pollination between Musk's companies and lands alongside a June 12 signal from Musk that Tesla's partnership with Nvidia is heading to the next level.Anthropic launched the Claude Partner Network - including a new Services Track and Partner Hub - and committed an initial $100 million to help consulting firms, professional-services providers and specialist AI shops deploy Claude inside enterprises. The company said it will expand its partner-facing team roughly fivefold with applied AI engineers and technical architects, and reported early traction of more than 40,000 firm applications and over 10,000 certified consultants. It is a clear move to win the enterprise layer, where adoption is gated by integration and services rather than raw model quality.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

Bitcoin just triggered the signal that has marked every previous bear market bottom — half of all circulating BTC supply (roughly 10.5 million coins) is now trading at a loss per Glassnode/K33 Research, the first time this has happened since the late 2022 cycle low. But realized losses over the last 30 days sit at just 187,000 BTC versus 1.2 million after the FTX collapse, meaning capitulation hasn't actually hit yet. Meanwhile, Japan just delivered the biggest bullish policy shift of 2026 — reclassifying crypto as financial products, slashing the tax rate from 55% to 20%, and opening the door to spot crypto ETFs. Add Wall Street dumping $10.8 billion of tech stocks last week (largest tech outflow ever recorded), SoftBank trying to borrow $6 billion against its OpenAI stake just to keep funding OpenAI, Warren's Hail Mary to delay tomorrow's $75B SpaceX IPO, and the historical reality that the 10 biggest IPOs in history dropped 35% in their first six months — and today's setup may be the cleanest historic bottom signal we've seen in three years. We break down whether the supply-in-loss signal actually holds, why capitulation hasn't fully hit yet, what Japan's bombshell means for the bull case, and which catalysts could trigger the real cycle bottom before $50K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures are down (0.5%) as of now and indicating a lower open today. Asian markets closed mostly lower on Wednesday, weighed down by geopolitical concerns and semiconductor-driven selling pressures. Japan's Nikkei fell (1.9%), with SoftBank closed (8%) lower following stalled OpenAI-backed loan talks. Korea's Kospi closed sharply lower, nearly wiping out Tuesday's rally. Greater China markets recorded relatively milder losses. European markets are slightly higher in early trading.Companies Mentioned: OpenAI, Blackstone, Starbucks

Stay informed on current events, visit www.NaturalNews.com  - Financial Analysis of OpenAI and Market Dependence (0:10) - SoftBank's Investment and Market Risks (7:33) - Comparison with Amazon and AI Model Development (14:10) - Economic and Technological Challenges (21:10) - Impact on Global Economy and AI Development (27:49) - The Great Stupining and Technological Dependence (34:12) - Interview with Professor Morandi on Middle East Conflict (40:00) - Netanyahu's Political Future and US-Israel Relations (46:17) - Cultural Cohesion and Resilience in Iran (52:52) - Conclusion and Call for Peace (59:40) - American Perception of International Relations (1:06:48) - Impact of American Policies on International Relations (1:13:48) - Decline of American Infrastructure and Global Reputation (1:20:51) - Call for Change and Peace (1:26:35) - Financial Advice and Conclusion (1:33:03) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

A.M. Edition for June 1. Nvidia unveils a next generation lineup of laptops and desktops designed to run AI agents. Plus, SoftBank leapfrogs Toyota to become Japan's most valuable company on news it will invest more than $50 billion in data centers in France. And Colombia lurches right, as voters back a presidential candidate pledging a major drugs crackdown. WSJ South America bureau chief Juan Forero says a potential win by firebrand Abelardo de la Espriella in a runoff later this month could hand President Trump another close ally in Latin America. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices