Podcasts about softbank

The Venezuelan government and the country's opposition are close to reaching an agreement to transfer the central bank's gold reserves, critics are scrutinising donations to UK Reform by crypto billionaires Ben Delo and Christopher Harborne, and Glencore has suspended one of its senior executives in the wake of an escalating scandal. Plus, OpenAI's listing delay raises stakes for SoftBank's $50bn data centre IPO.Mentioned in this podcast:Venezuela nears deal to move $4bn gold reserve to New YorkReform UK's mega-donor backed a friend's libel claim. Now he controls her homeGlencore suspends senior executive in review of ties to iron ore traderOpenAI's listing delay raises stakes for SoftBank's $50bn data centre IPOWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Josh Gabert-Doyon. Our show is mixed by Sam Giovinco and Kelly Garry. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Novo Nordisk teams up with Anthropic to speed up drug discovery. And Mistral aims to grow AI consumer base through Mozilla partnership. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

He kept promising himself he would fight poverty one day. First at retirement. Then in his fifties. Then his forties. Until the day it felt like he was lying to himself. So one weekend he started cold-calling nonprofits at random, and walked away from a career most people spend their lives chasing.Atul Satija is the founder of The/Nudge Institute, one of India's most ambitious anti-poverty organisations, and the “Founder 2.0” of GiveIndia. Before that, he spent nearly two decades in the front line of the tech industry: Google, then InMobi, where he sat in the room as it raised 200 million dollars from SoftBank and had to make the calls that come with that kind of money. He has pledged half his net worth to giving. He is the person JP wanted to talk to about the single hardest question in social impact: not how to care, but how to make caring actually work at scale.I came to this conversation from my own leap. When I moved from leading teams at Microsoft to building Live for Good, I discovered something that still surprises me: it can be harder to raise a small grant for a good cause than to close an enormous enterprise deal. Atul has lived that gap for years, and he has thought harder than almost anyone about how to close it. What he taught me is that generosity is not enough. You have to engineer it.In our conversation, we explore:→ What extreme poverty actually is: families of five or six living on three hundred dollars a year, and why the loss of dignity cuts as deep as the loss of income→ Why the model that lifts a family out of poverty for good worked everywhere and scaled nowhere, and his answer: shape the state, do not replace it→ The jar, the rocks and the sand: “you don't want to build a parallel railroad, you want to fix what's broken so bigger trains run on the same track”→ Give till it hurts: why the poorest communities give a larger share of what they have than the richest do→ AI seen from the bottom: why, for those who have almost nothing, there is nothing left for it to take“If you're giving what does not change anything in your life, then it is not really giving. You're buying something with some extra money.”Atul Satija, founder of The/Nudge InstituteIf you have ever told yourself you will do the meaningful thing later, once the timing is right, this episode is about the day later stops being an option.

SoftBank has collected an $11.87 billion, two-year loan to help finance its OpenAI investments, while crypto-tied assets sold off after the U.S. Senate failed to pass the Clarity Act. Sam Vadas and Marley Kayden carry investors through their top takeaways before the Fed's interest rate decision Wednesday. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Plus: 10-year U.S. Treasury yield falls back after touching a multi-year high. And major U.S. software stocks such as CrowdStrike and Workday close higher. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI nació en 2015 como una organización sin fines de lucro, blindada de intereses financieros, para desarrollar inteligencia artificial seguridad que beneficiara a toda la humanidad. Once años después, es una empresa con pérdidas de 39 mil millones de dólares, sostenida por una red circular de acuerdos financieros con Microsoft, Nvidia, SoftBank y Oracle — y con todo el poder concentrado en un solo hombre: Sam Altman. Te explico cómo pasó de buscar inversionistas a negociar con el gobierno de Trump, y por qué el esquema que sostiene a ChatGPT preocupa a más de un analista.Convierte tu café en algo más que una rutina. ☕Adquiere tu bolsa de Café el Capital aquí: https://cafeelcapital.com/s/86d69f0:00 — Intro: de organización sin fines de lucro a imperio de un solo hombre1:26 — Capítulo 1: quién es Sam Altman6:56 — Capítulo 2: OpenAI y la traición (la salida de Musk, el golpe de la junta)14:19 — Capítulo 3: el negocio circular (Microsoft, Nvidia, SoftBank, Oracle)19:20 — Cierre: las grietas (pérdidas, fallas de seguridad, salud, y la pregunta abierta)Sam Altman

Στο τέταρτο επεισόδιο των Outliers, ο Αναστάσης Γερμανίδης, μάς μιλά για τη διαδρομή από την Αθήνα μέχρι τη δημιουργία της Runway, της εταιρείας που βρίσκεται πίσω από μερικά από τα πιο εντυπωσιακά εργαλεία τεχνητής νοημοσύνης στον κόσμο. Τι συμβαίνει όταν ένας άνθρωπος που αγαπά εξίσου την τεχνολογία και την τέχνη αποφασίζει να μην επιλέξει ανάμεσα στα δύο; Από τα παιδικά του χρόνια στην Αθήνα και την πρώτη επαφή του με τα νευρωνικά δίκτυα, μέχρι τη Νέα Υόρκη, τη συνάντηση με τους co-founders του και τη δημιουργία μιας πλατφόρμας που χρησιμοποιείται από κορυφαία studios, δημιουργούς και brands παγκοσμίως, ο Αναστάσης μοιράζεται την ιστορία πίσω από το επόμενο μεγάλο κεφάλαιο της τεχνολογίας και της τέχνης.   Μιλάμε για το πώς η Runway έφτασε να ηγείται στον χώρο του AI video, πώς τα world models αλλάζουν τον τρόπο που κατανοούμε τον πραγματικό κόσμο και γιατί το μέλλον της τεχνητής νοημοσύνης δεν αφορά μόνο τη δημιουργία περιεχομένου, αλλά και τη ρομποτική, τα αυτόνομα συστήματα και την επιστήμη. Μέχρι σήμερα η Runway έχει συγκεντρώσει συνολική χρηματοδότηση που ξεπερνά το 1 δισεκατομμύριο δολάρια, με επενδυτές όπως οι General Atlantic, Google, Nvidia, Adobe, Salesforce Ventures και SoftBank. Μόνο τους τελευταίους 12 μήνες, η εταιρεία ολοκλήρωσε γύρους χρηματοδότησης ύψους 308 εκατ. δολαρίων και 315 εκατ. δολαρίων, φτάνοντας σε αποτίμηση άνω των 5 δισεκατομμυρίων δολαρίων.   Τα εργαλεία της χρησιμοποιούνται από περισσότερους από 50 εκατομμύρια χρήστες παγκοσμίως, ενώ συνεργάζεται με κορυφαία studios, agencies και εταιρείες του Fortune 500. Ανάμεσα στους συνεργάτες και χρήστες της βρίσκονται η Lionsgate, η AMC Networks, η Madonna και η New Balance, ενώ η τεχνολογία της έχει αξιοποιηθεί ακόμη και στην πολυβραβευμένη ταινία «Everything Everywhere All at Once».   Πέρα όμως από τα εντυπωσιακά νούμερα, αυτή είναι μια συζήτηση για το μέλλον της τεχνητής νοημοσύνης, αλλά κυρίως για τους ανθρώπους που το χτίζουν. 

Bitcoin has a weird talent for sounding complicated even when the core idea is simple: moving value from one person to another without asking permission. We bring on Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and principal of 401k Financial, to strip away the hype and explain what's really happening when you buy, hold, or send Bitcoin. His own “aha” moment comes from a five-minute demo that still feels like magic: a wallet download, a quick transfer, and a new way to think about money for anyone who has ever been underserved by traditional banking.We walk through the fundamentals in plain English: what a blockchain ledger is, why Bitcoin is “permissionless,” and how miners, nodes, blocks, and consensus work together to keep the network running 24/7. Tyrone also draws a clean line between Bitcoin and the broader world of crypto assets, including why the term “cryptocurrency” often misleads US investors and how stablecoins like USDC fit into real-world payments. Along the way, we touch on the deeper backdrop, from trust in institutions to how the current financial system settles transactions more slowly than most people realize.Then we get practical about investing. We talk time horizon, risk tolerance, and the real decision points: Bitcoin ETFs vs buying directly on platforms like Cash App or Coinbase, what self-custody and cold storage actually mean, and why taxes, cost basis, and performance reporting get messy fast. Tyrone flags an issue almost nobody plans for early enough: crypto estate planning, where missing keys or unclear instructions can turn real wealth into an unrecoverable loss. He also shares a simple “first buy” test using the cost of a dinner for two to learn without overextending.If you want a clearer framework for Bitcoin investing and crypto custody, hit play, share this with a friend who still thinks it's all jargon, and leave us a review with your biggest Bitcoin question so we can bring Tyrone back for round two.More about our Guest, Tyrone V. Ross JrFinancial Consultant, Start-up Advisor & AthleteCEO and Founder of Turnqey Labs • President and Founder 401FinancialI'm the CEO & Cofounder of Turnqey Labs and Principal of 401 Financial. Formerly as the CEO and Co-Founder of Onramp Invest I raised $7M in venture capital from Gemini's Frontier Fund, Coinbase Ventures, SoftBank's Opportunity Fund, and others. I've been recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. FinancialPlanning.com named me as one of 20 people who will change wealth management in 2020. I've been named as one of Investopedia's Top 100 financial advisors, Think Advisor's 2021 IA25: VIP's Pushing Advisors Forward, and one of Barron's 10 people to watch in wealth management in 2022.I'm working to build what I see as the future of financial services. Aiming to break the traditional mold, I work as a financial consultant to young professionals, founders, and advisor to financial technology startups, and crypto assets investment manager.I help my clients build, grow, protect and transition their personal assets. My clients can expect a jargon-free, transparent and personalized experience. I enjoy working with people at all stages in their financial lives with the goal of empowering them to be knowledgeable investors.Website: http://tyroneross.io/Email: tyrone@401financial.coLinkedIn: https://www.linkedin.com/in/tyronerossX(Twitter): https://x.com/tr401Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Investment advisory services offered through CWM LLC, an SEC-registered investment advisor.  Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.  Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.

From data center orchestrators to AGI and robotics, CPUs remain the heart of modern computing. Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explore how Arm is positioned at the epicenter of AI-driven demands for compute. Rene explains Arm's position in the chip supply chain, and how Arm transitioned from an IP licensing model to producing physical chips like the Arm AGI CPU for Meta. He also discusses bottlenecks in hardware supply chains, SoftBank's ecosystem and capital strategy, why US semiconductor manufacturing independence is critical, the future of robotics, and why CPUs remain crucial for executing AI workloads. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @renehaas237 | @Arm Chapters: 00:00 – Cold Open Trailer 00:49 – Rene Haas Introduction 01:14 – Arm and Chip Supply Chain 02:37 – Shift from IP to Manufacturing CPUs 04:23 – CPU IP and Customers 06:55 – AI Adoption at Arm 10:15 – Changes in Chip Time to Market 13:27 – Data Center Buildout Bottleneck 15:13 – Softbank Leverage and Capital Strategy 17:43 – Softbank Portfolio Overview 20:13 – Robotics Opportunities for Arm 24:49 – US Manufacturing Protectionism 28:59 – Data Center Backlash 32:30 – Arm Outlook 33:31 – CPU Opportunity 37:06 – Conclusion

This week's earnings season delivered a clear message — the AI infrastructure buildout is not a zero-sum game, and the capital being deployed is staggering. But with Meta already planning AI-driven layoffs and SoftBank seeking another $10 billion loan just for OpenAI exposure, investors need to think hard about where the real returns will flow.Today's Stocks & Topics: SLB N.V. (SLB), Market Wrap, HF Sinclair Corporation (DINO), Congress and Health Insurance, STAG Industrial, Inc. (STAG), How to Invest in AI Infrastructure: Who Really Wins When Big Tech Goes All-In, Risk of Losing Money if ETFs Fails, A. O. Smith Corporation (AOS), McDonald's Corporation (MCD), Japanese Government Bond Yield increased.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Plus: Bank of America, Citigroup, Goldman Sachs and other firms team up to launch a stablecoin. And Dyson unveils an AI-powered toothbrush. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: IPO documents show Softbank-backed data center venture issued perks to land OpenAI. And SLB acquires data-center cooling company Kelvion for $4.1 billion. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fukuoka SoftBank Hawks vs Orix Buffaloes 8/28/26 NPB Japan Betting Pick by Ron Crawford.

A.M. Edition for Aug. 26. President Trump sends his landmark nuclear accord with Saudi Arabia to Congress for review, kicking off what's likely to be months of debate among lawmakers. Oxford Analytica's Rawan Maayeh breaks down whether the kingdom is likely to normalize relations with Israel as a part of the deal, as Trump has insisted. Plus, Bill Gates issues a stark warning on AI's impact on jobs and humanity, saying big tech has “no plan”. And we look ahead to Nvidia's earnings, with sky-high investor expectations for the world's most valuable company. And 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: President Trump's pick Darline Graham wins a GOP Senate runoff in South Carolina to fill the seat of late Sen. Lindsey Graham. And OpenAI loses another top executive. 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.

We hebben het deze aflevering over de vrienden van de Europese Centrale Bank. Over Isabel Schnabel om precies te zijn. Zij zegt dat de rente al in september omhoog moet. De rente zou dan naar 2,5 procent gaan. Want zegt ze: de Europese economie groeit harder dan gedacht. En de inflatie blijft stijgen. Het is vooral de oorlog in het Midden-Oosten die energie- en voedselprijzen flink omhoog hebben geholpen. Uiteindelijk zou de rente zelfs naar 3 procent gaan, denken kenners. We kijken wat de renteverhoging (of verhogingen) betekenen voor de beurs. Of de Fed dan óók verhoogt. En wat dat met jouw aandelen doet. Hebben we het ook over Bill Gates. De man bekend van Microsoft en inmiddels ook de Epstein-files. Die wil een soort van AI-gezant worden. Hij wil (namens de VS) met Xi Jinping gaan onderhandelen over regels op het gebied van kunstmatige intelligentie. Tot slot ook aandacht voor Dolly Parton. Queen of Country én geniaal zakenvrouw. Te gast: Martine Hafkamp van Fintessa Vermogensbeheer 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: A flurry of tech companies will likely join this year's IPO bonanza. And Hyundai Mobis's robot parts business is poised for growth. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die steigenden Nvidia-Preise, den ökonomischen D-Day und den Milliarden-Coup von Alibaba. Außerdem geht es um Seagate Technology, Sandisk, Micron Technology, Western Digital, Rocket Lab, Ford, General Motors, J.B. Hunt Transport, Cleveland-Cliffs, Nucor, Steel Dynamics, Century Aluminum, Infineon, SUSS MicroTec, Wacker Chemie, thyssenkrupp, SoftBank, KKR, Live Nation Entertainment, CTS Eventim, Robinhood Markets, Interactive Brokers. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En este episodio de La Décima Entrada nos metemos de lleno en la recta final de la temporada.Hablamos del caos en el Oeste de la Liga Americana, la pelea entre Astros y Rangers por una división donde nadie parece querer tomar el control y la carrera por los comodines.También revisamos cómo se están acomodando las divisiones, qué significa para los Dodgers recuperar brazos importantes rumbo a la postemporada y qué carreras todavía pueden darnos pelea durante las últimas semanas de la temporada.Para cerrar, nos vamos fuera de Grandes Ligas con dos historias muy distintas pero conectadas: Rintaro Sasaki, quien tuvo que elegir entre SoftBank y perseguir su camino hacia MLB con Miami, y Alexander Armenta, el mexicano que tomó una ruta poco común al desarrollar su carrera profesional en Japón.

A.M. Edition for Aug. 24. Trade talks between Canada and the U.S. have broken down, with Mark Carney betting no deal is better than a bad deal. WSJ trade reporter Gavin Bade details the new tariffs. Plus, Paramount begins settlement talks with several Democratic states today in a bid to avert an antitrust lawsuit over its takeover of Warner Bros. Discovery. And Nvidia, not satisfied with producing the computing power for AI, spends billions of dollars on developing open-weight AI models to compete with China. 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: Alibaba to raise $10.2 billion for AI investment with share placement. And the Justice Department and TikTok reach $400 million settlement over children's privacy suit. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Bond yields soothe on oil price retreat. And shares of semiconductor companies including Marvell Technology, Micron Technology, and Intel fell. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Die Wall Street startet schwächer in die neue Woche, wobei vor allem Tech und KI-Aktien unter Druck stehen. Gleichzeitig bleiben die hohen Renditen am Anleihemarkt ein zentraler Belastungsfaktor. Für etwas Entspannung sorgte eine Meldung von CNBC. Laut eines leitenden Mitglieds des US-Finanzministeriums könnte der Treasury General Account genutzt werden, um Staatsanleihen zu kaufen, zusätzlich zu den bereits ausgeweiteten Rückkäufen des Finanzministeriums. Die Rendite zehnjähriger Treasuries gibt heute leicht auf rund 4,71 Prozent nach. Im KI-Sektor bleibt der enorme Kapitalbedarf das bestimmende Thema: Alibaba nimmt rund 10,3 Milliarden US-Dollar über eine Kapitalerhöhung auf, um unter anderem den stark steigenden KI-Capex zu finanzieren, während SoftBank über eine Rekordanleihe rund 6,3 Milliarden US-Dollar für seine KI-Investitionen einsammeln will. Gleichzeitig will Nvidia die Preise bestimmter KI-Serversysteme wegen steigender Speicherkosten um rund 17 Prozent erhöhen, was die ohnehin hohen Investitionskosten für Hyperscaler weiter verschärft. Geopolitisch richtet sich der Blick auf Finanzminister Scott Bessent, der für heute einen „Economic D-Day“ gegen Iran angekündigt hat, während Öl nach sechs Tagen mit steigenden Preisen zunächst nachgibt. Entscheidend für die Woche werden außerdem die Nvidia-Zahlen am Mittwoch und die Rede von Fed-Chef Kevin Warsh in Jackson Hole am Freitag. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet schwächer in die neue Woche, wobei vor allem Tech und KI-Aktien unter Druck stehen. Gleichzeitig bleiben die hohen Renditen am Anleihemarkt ein zentraler Belastungsfaktor. Für etwas Entspannung sorgte eine Meldung von CNBC. Laut eines leitenden Mitglieds des US-Finanzministeriums könnte der Treasury General Account genutzt werden, um Staatsanleihen zu kaufen, zusätzlich zu den bereits ausgeweiteten Rückkäufen des Finanzministeriums. Die Rendite zehnjähriger Treasuries gibt heute leicht auf rund 4,71 Prozent nach. Im KI-Sektor bleibt der enorme Kapitalbedarf das bestimmende Thema: Alibaba nimmt rund 10,3 Milliarden US-Dollar über eine Kapitalerhöhung auf, um unter anderem den stark steigenden KI-Capex zu finanzieren, während SoftBank über eine Rekordanleihe rund 6,3 Milliarden US-Dollar für seine KI-Investitionen einsammeln will. Gleichzeitig will Nvidia die Preise bestimmter KI-Serversysteme wegen steigender Speicherkosten um rund 17 Prozent erhöhen, was die ohnehin hohen Investitionskosten für Hyperscaler weiter verschärft. Geopolitisch richtet sich der Blick auf Finanzminister Scott Bessent, der für heute einen „Economic D-Day“ gegen Iran angekündigt hat, während Öl nach sechs Tagen mit steigenden Preisen zunächst nachgibt. Entscheidend für die Woche werden außerdem die Nvidia-Zahlen am Mittwoch und die Rede von Fed-Chef Kevin Warsh in Jackson Hole am Freitag. Ein Podcast - featured by Handelsblatt. ► Jetzt beim Börsenspiel Trader mitmachen und Range Rover Evoque gewinnen: https://sg-zerti.de/wall-street-podcast ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

This week on Autonomy Signals presented by KPMG, Grayson Brulte and Rob Grant discuss Tesla preparing to launch the steering wheel-free and pedal-free Cybercab in Austin, Waymo unlocking commercial driverless service across 18 California counties, and SoftBank leading a $200 million Series A in Gravis Robotics that values the company at $1 billion.As Tesla prepares for the commercial launch of Cybercab in Austin, the company will most likely self-certify the Cybercab to the Federal Motor Vehicle Safety Standards, a path that carries no caps on production volume and, if NHTSA does not intervene, clears the way for Gigafactory Texas to produce more than 125,000 Cybercabs a year, creating a manufacturing moat no competitor can currently match.While Tesla readies the Cybercab, the CPUC (California Public Utilities Commission) approved Waymo's Tier 2 advice letter authorizing paid driverless rides across 18 California counties from Sacramento to San Diego, covering roughly two-thirds of the state's population.With Waymo currently operating 100% of the 1.4 million monthly driverless rides in the state and no other operator holding a driverless deployment permit, Waymo's regulatory lead in California is measured in years, though the CPUC's phased rollout framework may open a door for Zoox or Tesla to apply for the entire state at once.As Waymo consolidates the Golden State, SoftBank led a $200 million Series A in ETH Zurich spin-out Gravis Robotics, the largest Series A in construction robotics history, valuing the company at approximately $1 billion. Gravis' retrofit system bolts onto legacy excavators from Caterpillar, Komatsu, Volvo and John Deere, and SoftBank is betting that monetizing the existing $1 trillion install base of heavy machinery through rental companies, rather than requiring fleet replacement, is a software-multiple opportunity and not an industrial hardware play.Episode Chapters 0:00 KPMG Sponsor Introduction 01:50 Signal 1: Cybercab Launch is on the Horizon 39:06 Signal 2: Waymo's Golden State Robotaxi Monopoly1:11:11 Signal 3: SoftBank's $200M Bet on Gravis RoboticsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We spoke to Kevin Peterson this week. He runs the tech at Bedrock Robotics.He told us their control room "looks like StarCraft, actually."You click on an excavator on a screen and give it a job. Then it just digs. Nobody sitting in it.This went live on real customer sites on Monday.The same day, a company called Gravis Robotics got $200 million from SoftBank.We asked Kevin about the timing. Nobody seems to know.Full chat with Kevin and Alain is out now on Bricks Bucks and Bytes.#bricksbucksandbytes #bricksandbytes #aec #constructiontech #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:55 Construction Autonomy's Biggest Week04:25 Bedrock Robotics Goes Fully Autonomous + Gravis $200M SoftBank Round06:54 Why Autonomous Machines Took 25 Years to Arrive09:52 How Waymo Technology Made Jobsite Autonomy Possible12:50 What Does Fully Autonomous Actually Mean?16:06 Who Is Investing in Construction Robotics (SoftBank, CapitalG, NVIDIA)18:59 Autonomous Excavation vs Excavators: The Real Market22:01 Kevin Peterson Interview: No Driver, No Operator, No Oversight24:48 Bedrock vs Gravis: The Autonomy Race Heats Up28:01 Self-Driving Cars vs Construction: Which Is Harder?31:42 How Autonomous Excavators Handle Safety on Site33:39 Training an Excavator Like an LLM: Physical AI Explained36:44 Orchestrating Machine Fleets on Construction Sites39:10 Why Construction Sites Break Self-Driving Logic44:33 World Models, Procore DroneDeploy Deal & AI Consolidation51:16 Will AI Replace Construction Consultants?

P.M. Edition for Aug. 17. Wall Street Journal reporter Peter Rudegeair discusses why the top technology companies have huge AI spending commitments that aren't reflected on their balance sheets. WSJ's Jared Malsin explains how renewed Houthi attacks on Red Sea shipping are threatening another critical chokepoint for global energy as the Iran war spills into neighboring countries. And U.K. correspondent Max Colchester unpacks how the death of former Cambridge professor Jason Arday is reigniting Britain's culture wars. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newslette Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Uber partners with drone startup Zipline to make drone deliveries. And Alibaba sells its Lingxi Games videogame business. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredding rare books, and Anthropic detailed Claude's invisible watermarks. Links Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; founded in 2023, OpenRouter had a $1.3B valuation in May (Bloomberg) OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (The Wall Street Journal) Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (The Wall Street Journal) Anthropic explains how Claude's invisible text watermarks will work (The Verge) Investigation: Amazon is buying huge quantities of rare books, scanning them for AI, and destroying them; a tracked Biblio order went to its Las Vegas facility (The Decoder) Used bookstores are seeing a sales resurgence driven not by readers but by AI companies placing bulk orders in the thousands, with the books destructively scanned, then pulped (Fast Company) AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (The Guardian) Subscribe to the ad-free feed.

Plus: OpenAI has signed a lease in Ohio for a data center that's expected to become one of the largest AI hubs. And President Trump threatened to bomb Oman. Sabrina Siddiqui hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI heeft de winnaars bekendgemaakt van een oproep om onderzoek te doen naar de economische en maatschappelijke gevolgen van kunstmatige intelligentie. Veertien projecten worden geselecteerd uit ruim vierhonderd inzendingen; ze delen samen 1 miljoen dollar aan financiering, plus tot 1 miljoen dollar aan tegoed om de AI-systemen van OpenAI te gebruiken. Verder komt aan bod hoe een game-schrijfster die zei door AI te zijn vervangen alsnog haar gelijk kreeg. Joe van Burik vertelt erover in deze Tech Update. De onderzoekers moeten zich buigen over een kernvraag van het AI-tijdperk: hoe meer mensen economisch kunnen profiteren van AI en hoe de maatschappij er beter van wordt. Dat moet resulteren in onderzoek, beleidsmodellen, prototypes en datasets. OpenAI beperkt zich nadrukkelijk niet tot Amerikaanse denktanks; minstens drie projecten betrekken Europa, en er zijn ook instanties in Brazilië, Singapore en Zuid Korea. Het merendeel zit wel in de Verenigde Staten. Omdat sommige geselecteerde partijen conservatief en andere liberaal zijn, en OpenAI meebetaalt, roept dat vragen op over de onafhankelijkheid van de onderzoeken die de komende tijd verschijnen. Datacenterplan en vertrek van OpenAI-topmensen onder druk De timing valt op nu een deal rond een datacenter hapert. OpenAI wil met SoftBank een campus in Ohio bouwen, een project dat in totaal 500 miljard dollar moet kosten. Chipmaker Nvidia zou daarvoor garant staan, maar volgens The Wall Street Journal verlaagt Nvidia die toezegging van eerder besproken bedragen naar minder dan 120 miljard dollar, na zorgen van beleggers over de risico's. OpenAI lijdt nog altijd fors verlies en de beursgang komt waarschijnlijk pas volgend jaar, later dan SpaceX en binnenkort Anthropic. Daar bovenop vertrokken in korte tijd twee topmensen die zich bezighielden met de operatie en de verdienmodellen, terwijl concurrent Anthropic voorligt en er volop alternatieve AI-modellen uit China zijn. Game-schrijfster vervangen door AI krijgt gelijk op Steam Stella Sacco, die dialogen schreef voor een game van gamebedrijf Saber over het leven als rittenchauffeur, zei publiekelijk dat ze halverwege de ontwikkeling was vervangen door ChatGPT. Saber-CEO Matt Karch ontkende dat aanvankelijk stellig en stelde dat ze was vervangen door iemand met meer talent, om er in reacties aan toe te voegen dat hij haar liever alsnog door AI zou vervangen. Op gameplatform Steam, waar ontwikkelaars moeten aangeven of AI is gebruikt, verscheen vervolgens een melding dat AI is ingezet voor stemmen, wat vertaling, muziek op de in-game radiozenders en een deel van de gesprekken met passagiers. Sacco, die op BlueSky veel nare reacties kreeg, deelde dat Karch haar daarna in een lange mail excuses maakte. OpenAI maakt veertien onderzoeksprojecten naar economische impact van AI bekend Nvidia verlaagt garantie voor OpenAI-datacenter in Ohio naar onder 120 miljard dollar Nvidia haalt 500 miljard dollar op om klanten datacenters te laten financieren Saber-CEO biedt schrijfster excuses aan terwijl AI-melding op Steam verschijnt Saber erkent onaangekondigd gebruik van generatieve AI in Rideshare Stimulator Over de maker:Joe van Burik volgt en duidt de belangrijkste ontwikkelingen in tech, met scherpte, vlotheid en de nodige humor. Je hoort hem dagelijks op BNR Nieuwsradio over het belangrijkste technieuws, van AI tot cybersecurity en social media tot quantumcomputers. Ook interviewt hij in De Grote Tech Show samen met Ben van der Burg leiders in digitale innovatie. In het bijzonder volgt Joe al twee decennia de wereld van videogames, nu voor zijn podcast All in the Game.See omnystudio.com/listener for privacy information.

Margin pressure driven by AI adoption and automation is fundamentally altering the economic model for IT service delivery and software. Trend Micro's disclosure that operating margins fell from 19% to 15% while cloud and AI token costs nearly doubled, despite strong AI security product sales, highlights how AI-related expenses grow in step with usage. This shift breaks from the historical software margin structure, where scaling incurred negligible incremental costs, and signals a new landscape in which AI service operation continuously consumes resources. A significant development underscoring this trend is the $2 billion capital raise by Thrive Holdings at a $12 billion valuation, backed by SoftBank and OpenAI. Thrive's business model centers on acquiring professional service firms—across IT and accounting—then reorganizing their operations around AI to reduce labor costs while maintaining service levels. According to Dave Sobel, this is not speculative, but reflects direct, substantial financial bets on the ability to remove a portion of service labor without customer disruption, with over 70 acquired service companies already undergoing this transition. Additional evidence comes from channel segment data and shifts in partner economics. The Techaisle Global Channel Partner Survey found service providers under $10 million in revenue project 8.4% growth, while those above $500 million expect 16.8%. AI-related cloud spending continues to climb, with Gartner projecting $42 billion primarily moving from training to ongoing inference operations. The resulting cost structure affects everyone, from increased hardware component prices—such as memory for GPUs—and service desk automation tool adoption, to the fact that most organizations now monitor AI spend as a named line item but struggle to forecast it reliably. Only 11% of organizations can predict their AI bills, down from 15% the prior year. For MSPs and IT leaders, these developments indicate rising operational complexity and increasing pricing competition. Automation drives down service delivery costs, but savings will quickly pass to clients as competitors implement similar solutions. Providers must quantify and communicate their impact on client outcomes, translating delivered value into client financial terms rather than relying solely on traditional metrics like licenses or labor hours. Failing to do so exposes providers to rapid commoditization and margin erosion, as clients grow more able to audit, benchmark, and bid out both cost savings and revenue enablement. 00:00 Two Billion Against Your Labor  04:10 Software Got a Cost of Goods 06:56 Get On Their Income Statement 10:29 Why Do We Care?  Supported by:  ScalePad  Proofpoint

Observe AI raised $125M from SoftBank at an $850M valuation, went on to cross $50M ARR, and worked with some of the world's largest enterprises. But after 10 months everything changed.From a growth stage startup, Observe became an early stage startup, not because they did anything wrong, but because world changed forever very fast.In this episode, Swapnil, Founder & CEO of Observe AI candidly shares what it takes to rebuild a company after you have already built it, why changing people and culture are harder than changing the product, why today's AI winners could disappear as the technology stack changes, and why he thinks we are still in the first innings of AI.This conversation is as much about AI as it is about a founder's drive to win.Chapter Markers00:00 ChatGPT Made Our $850M Startup Irrelevant00:38 From SaaS to AI Agents04:30 Growing Fast, But Also Dying07:36 Why VCs Bet $200M+ on Observe09:26 FOMO Made Me a Founder13:30 We Had Users, But No Buyers15:27 Why BPOs Were the Wrong Market17:26 “I'll Never Sell in India”22:30 YC Made Me Think Bigger27:22 From $1M to $50M ARR30:13 Building AI Before ChatGPT31:11 The Birth of Observe 2.032:18 When ChatGPT Changed Everything33:15 When AI Agents Take Over34:58 Rebuilding a $50M ARR Product35:47 When Co-Founders Leave38:50 Will AI Actually Kill Support Jobs?43:51 “AI ARR Is Not Real”45:45 Most Pre-AI Companies Are Bloated47:34 Learning GTM by Doing It51:24 Changing Product Is The Easy Part58:29 Why Voice AI Is Just the Beginning01:01:25 The Founder Playbook01:04:10 What Makes a Great Product?01:05:37 “I'm Here to Win”-------------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:   / theneonshoww  LinkedIn:   / beneon  Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn:   / 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

NEW HIGHS!!! Shaking off the bad stuff. In the midst of earnings season – peak was last week. Let’s Look at the Fear and Greed Index. Unemployment numbers are out (Something for everyone)   PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Look at the Fear and Greed Index - Unemployment numbers are out (Something for everyone) - CPI Data out tomorrow then PPI Thursday Markets - NEW HIGHS!!! Shaking off the bad stuff - In the midst of earnings season - peak was last week - OIL - Rebounding on NO DEAL (what a surprise) NO Agenda / DHUnplugged Meet-Up  - Follow Up (8-8-2026) Starting off with Fear and Greed - Check this out: FEAR AND GREED INDICATOR CPI Thoughts - July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%. - The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks. - A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion. Jobs Report - Labor Market Cracks - July payrolls fell 23,000 versus expectations for about 80,000 gains. - May and June were revised down by a combined 103,000 jobs. - Unemployment fell to 4.1%, but labor-force participation dropped to 61.4%. - Weak report pushed yields and the dollar lower. China Trade - Export Machine Keeps Running - July exports jumped 23.9% year over year; imports rose 27.5%. - China posted another huge $112.5 billion trade surplus. - Semiconductor and high-tech exports were major growth drivers. SoftBank - Intel Saves the Quarter - SoftBank posted about $2.2 billion in quarterly profit, well above expectations. - A large gain on its Intel investment was a major driver. - ByteDance also added investment gains. - SoftBank continues aggressively funding AI and OpenAI-related investments. (Masayoshi Son will never stop pumping)     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Ten years ago Panthalassa asked me to believe that a bobbing metal sphere full of GPUs, cooled by the actual ocean, was a real company — and this week The Information reported they're raising $225 million more at something like a $2 billion valuation, doubling in three months flat. Unicorn? I'm going with narwhal. And that's before we even get to a decade-old idea I started myself, that's now bigger than I ever meant it to be.From there: Portland Startup Week — the thing I started a decade ago before handing it off to Josh Carter — is becoming Oregon Startup Week, 40-plus events statewide, home base at Big Pink, May 10–15, 2027, and I'm oddly happy watching my own creation outgrow me. Renée James, who ran Intel and then sold Ampere Computing to SoftBank for $6.5 billion, just launched a Lake Oswego startup fixing pay-to-play youth sports recruiting — especially for the girls and women getting priced out of travel baseball and softball. Plus a California company buys an OSU spinout, Oregon State throws a party for five semiconductor spinouts at once, Ray King's Porkbun crosses 4 million domains, Rose City Robotics wins $200K to recycle lithium-ion batteries, Brad Attig's got a guide for supporting rural Oregon founders hit by wildfires, and Silicon Florist quietly turned 19 this week — with a 20th-anniversary save-the-date already on the calendar. And, as always, secrets.00:00 Oregon startup new intro00:20 Quick news stories04:44 Panthalassa 09:43 RIP Portland Startup Week11:55 Rule4215:08 SecretsLINKS:Panthalassa rides the AI wave to $2B — https://siliconflorist.com/2026/08/06/panthalassa-rides-the-ai-wave-to-a-purported-2b-valuation/Panthalassa — https://panthalassa.com/Portland Startup Week is no more — https://siliconflorist.com/2026/08/03/portland-startup-week-is-no-more/Oregon Startup Week — https://www.oregonstartupweek.com/Rule42 sets sights on recruiting — https://siliconflorist.com/2026/08/04/a-new-kind-of-processor-rule42-sports-technology-group-sets-sites-on-improving-recruiting/Rule42 Sports Technology Group — https://rule42.com/Tandem PV acquires nexTC — https://siliconflorist.com/2026/08/05/californias-tandem-pv-acquires-nextc-oregon-state-university-spinout/Tandem PV — https://www.tandempv.com/OSU celebrates semiconductor spinouts — https://siliconflorist.com/2026/08/05/osu-celebrates-semiconductor-spinouts/OSU Today — https://today.oregonstate.edu/all-stories/discovery-industry-oregon-state-spinouts-are-building-future-semiconductorsPorkbun passes 4 million domains — https://siliconflorist.com/2026/08/05/portlands-porkbun-passes-4-million-domains-under-management/Porkbun — https://porkbun.com/Rose City Robotics wins DOE prize — https://siliconflorist.com/2026/08/03/rose-city-til-batteries-die-rose-city-robotics-lands-lithium-ion-recycling-prize/Rose City Robotics — https://rosecityrobotics.com/Supporting rural Oregon entrepreneurs impacted by wildfires — https://siliconflorist.com/2026/08/07/supporting-rural-oregon-entrepreneurs-impacted-by-the-wildfires/How to support rural Oregon businesses — https://reinventingrural.substack.com/p/how-to-support-rural-oregon-businesses

Lyft CEO David Risher talks with guest TITV Host Stephanie Palazzolo about Lyft's strong demand, autonomous vehicle partnerships and global expansion. We also talk with Senior Reporter Cory Weinberg about Anthropic CEO Dario Amodei and Canva's AI growth speed bumps, and we get into ByteDance's AI model strategy with Juro Osawa. Lastly, we speak to Co-Executive Editor Martin Peers about Warner Bros. Discovery's drop in revenue and the Paramount-WBD merger facing government scrutiny. Articles discussed on this episode: https://www.theinformation.com/newsletters/the-briefing/softbanks-openai-backed-loan-highlights-risks-financing-strategyhttps://www.theinformation.com/articles/canva-hits-ai-speedbump-costs-chatgpt-competitionhttps://www.theinformation.com/articles/dario-amodei-spread-anthropics-religion-stirred-silicon-valleySubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction02:01 - Lyft CEO David Risher on AV Partnerships & Q2 Earnings18:05 - Inside Dario Amodei's Rise & Anthropic's High-Stakes AI Race31:01 - Canva's Growth Slowdown & The AI Model Inference Cost Dilemma35:26 - ByteDance Founder Bans AI Distillation to Avoid Washington Scrutiny38:13 - Editor's Cut: WBD-Paramount Merger Scrutiny & SoftBank's OpenAI Financing Risks

Plus: Meta discloses one of its AI models went rogue. And SoftBank uses its OpenAI stake to fund a $10 billion loan. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

De directie van de Duitse Commerzbank bleef het maar proberen: de cijfers opkrikken om weerbaar te blijven tegen een vijandige overname. Nou, het opkrikken van die cijfers, dat is gelukt. Commerzbank gaat bovendien door met het inkopen van eigen aandelen. Maar het verzet tegen de overname, dat wordt nu toch gestaakt. De top van Commerzbank is in gesprek met Unicredit, bevestigen ze vandaag. We maken de balans op en onderzoeken of de bank nu sterker is geworden door deze vijandige overname, of niet. Over overnames gesproken: de kogel lijkt bijna door de kerk bij Easyjet. De Amerikaanse investeringsmaatschappijen Castlelake en Apollo waren in een biedingenstrijd verwikkeld. Maar die eerste trekt zijn bod nu in, waardoor die tweede er met de winst vandoor lijkt te gaan. Toch houden beleggers nog een slag om de arm. Waarom? Ook dat gaan we bespreken. . En je hoort over een broekie op de AEX: SBM Offshore. Dat wordt de hemel in geprezen na goeie cijfers en een nog betere outlook. Of het bedrijf een blijvertje is aan de AEX, hoor je ook in deze aflevering. Vertellen we ook nog: Hoe het oerdegelijke Siemens verandert in een AI-bedrijf, inclusief zeurende aandeelhouders Over een tegenvaller bij Rheinmetall Waarom personeel van Bank of America aan de Ozempic moet Te gast: Thomas Pellegrom van ABN Amro MeesPierson 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.

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.

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!

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.