Podcasts about softbank

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.

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.

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

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

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

VOV1 - Cơ sở điện toán trí tuệ nhân tạo AI lớn nhất Trung Quốc đã đi vào hoạt động hôm qua (6/8) tại Ulanqab, Khu tự trị Nội Mông ở miền Bắc nước này. Đây cũng là trung tâm điện toán AI (AIDC) đơn lẻ có năng suất tạo token lớn nhất thế giới.Công ty công nghệ xanh Envision Group của Trung Quốc ra thông báo cho biết, Envision Galaxy Campus – một trung tâm dữ liệu AI  quy mô lớn tại Ulanqab – đã chính thức đi vào hoạt động. Trung tâm này được mô tả là cơ sở điện toán AI đơn lẻ lớn nhất thế giới và là khu công nghiệp điện toán AI lớn nhất Trung Quốc, với tổng công suất theo quy hoạch là 2 gigawatt.Trung tâm dữ liệu này được ví như phiên bản Trung Quốc của “Project Stargate” – siêu dự án hạ tầng AI trị giá 500 tỷ USD do OpenAI, Oracle của Mỹ và SoftBank của Nhật Bản dẫn đầu, có trụ sở tại Texas, Mỹ.Envision cho biết, siêu trung tâm dữ liệu AI này có diện tích 120.000 m2 (tương đương khoảng 20 sân bóng đá tiêu chuẩn), có thể hỗ trợ năng lực tính toán song song cho 1 triệu bộ xử lý đồ họa (GPU), là trung tâm dữ liệu có năng suất tạo token cao nhất toàn cầu, đồng thời thiết lập kỷ lục mới về mật độ cơ sở hạ tầng AI.Cơ sở này sử dụng nguồn cung năng lượng xanh kết nối trực tiếp với tỷ lệ rất cao, lên tới hơn 80%. Theo truyền thông Trung Quốc, đây là một trung tâm siêu máy tính do Envision xây dựng tại sa mạc Gobi, cũng là dự án trọng điểm đầu tiên thuộc sáng kiến “Sứ mệnh Gobi” (Mission Gobi) của tập đoàn này.Sáng kiến “Sứ mệnh Gobi” đặt mục tiêu xây dựng các trung tâm điện toán AI xanh với tổng công suất 5 gigawatt (GW) tại các khu vực thuộc sa mạc Gobi trên toàn cầu vào năm 2030, nhằm kiến ​​tạo cơ sở hạ tầng thế hệ mới ổn định, thân thiện với môi trường và tối ưu về chi phí cho kỷ nguyên AI./. Bích Thuận/VOV-Bắc KinhHình ảnh bên ngoài cơ sở điện toán AI của Envision. Ảnh: Nội Mông Cổ nhật báo

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.

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por nuevos máximos bursátiles, la reacción a los resultados de SpaceX y las decisiones de los bancos centrales. En Asia, el Banco Central de la India mantiene sin cambios los tipos de interés, mientras SoftBank se dispara en bolsa impulsada por el optimismo en torno a la inteligencia artificial. En Estados Unidos, el S&P 500 y el Dow Jones vuelven a marcar máximos históricos, aunque SpaceX sufre un fuerte desplome en el mercado fuera de hora tras la presentación de sus resultados. En Europa, el Ibex 35 hace historia al superar por primera vez la cota de los 20.000 puntos, consolidando el buen comportamiento de la renta variable española. En el primer análisis de la mañana conversamos con Juan Gómez Bada, asesor de Avantage Fund y de Avantage Pure Equity, para valorar si la sucesión de máximos en las bolsas europeas responde a unos fundamentos sólidos o si empieza a detectarse un exceso de complacencia entre los inversores. También analizamos si el Ibex 35 tiene margen para prolongar el rally tras alcanzar un nuevo hito histórico, la relajación de las rentabilidades de los bonos y el impacto que están teniendo las fuertes inversiones en inteligencia artificial sobre la valoración de compañías como SpaceX. Terminamos la hora con el repaso a las principales portadas de la prensa económica nacional e internacional para conocer las noticias que marcarán la actualidad financiera, empresarial y macroeconómica de la jornada.

Tổng thống Mỹ Donald Trump có sẽ đến thăm sân golf mang tên ông ở Hưng Yên vào năm 2027 nhân Hội nghị APEC tại Phú Quốc tháng 11? Dự án sẽ kịp hoàn thành đúng thời điểm, do đang bị chậm tiến độ vì bất đồng giữa người dân và chính quyền về giải phóng mặt bằng? Sân golf Khoái Châu - Trump International Hưng Yên, trị giá khoảng 1,5 tỷ đô la, được cho sẽ góp phần tăng trưởng du lịch hạng sang - lĩnh vực được Việt Nam tập trung đầu tư từ nhiều năm nay. Trong 9 năm liên tiếp (2017-2025), Việt Nam được World Golf Awards vinh danh là “Điểm đến golf tốt nhất châu Á” và hai lần được trao danh hiệu “Điểm đến golf tốt nhất thế giới” năm 2019 và 2021. Doanh thu từ du lịch golf tăng gần gấp đôi trong vòng 3 năm, từ 600 triệu đô la năm 2022 lên hơn 1 tỷ đô la năm 2025. Cho dù hiện chiếm khoảng 2,7% tổng doanh thu du lịch quốc gia, theo cục trưởng Cục Du Lịch Việt Nam, nhưng các nhà hoạch định quyết định biến golf thành động lực mới đưa du lịch Việt Nam vươn tầm quốc tế. Số sân golf sẽ tăng lên thành 200 vào năm 2030, hơn gấp đôi so với con số 80 sân đạt chuẩn quốc tế hoạt động năm 2025. Ông Spencer Robinson, trưởng bộ phận Truyền thông, Liên đoàn Golf Châu Á - Thái Bình Dương, cũng bất ngờ trước những mục tiêu đầy tham vọng của Việt Nam khi trả lời hãng tin Mỹ AP : “Hành trình quả là đáng kinh ngạc khi Việt Nam đạt được những thành tựu như hiện nay trong một thời gian ngắn. Tôi đi khắp thế giới và mọi người đều nói về sự phát triển của golf ở Việt Nam. Tôi nghĩ có thể nói đây là thị trường golf sôi động nhất thế giới hiện nay. Rất nhiều kiến ​​trúc sư sân golf muốn đến đây, các nhà sản xuất gậy golf, bất cứ ai trong ngành công nghiệp golf đều rất quan tâm, vì họ thấy sự phát triển của Việt Nam. Họ nghe nói chính phủ muốn xây dựng thêm 100 sân golf nữa trong 5, 10 năm tới”. Đọc thêmDu lịch Việt Nam đủ nguồn lực chuyên môn cao để hướng đến khách “giàu” ? Du lịch golf thúc đẩy kinh tế địa phương Trong chiến lược phát triển du lịch Việt Nam đến năm 2030, du lịch golf được xác định “là một sản phẩm du lịch cao cấp, một ngành kinh tế văn hóa thể thao du lịch tổng hợp đóng góp vào tăng trưởng xanh, phát triển vùng và quảng bá hình ảnh quốc gia”. Việt Nam đặt mục tiêu xây dựng chuỗi điểm đến golf mang bản sắc Việt Nam, đào tạo nhân lực, tổ chức sự kiện quốc tế. Thế mạnh của Việt Nam là có hơn 3.000 km đường bờ biển và cảnh quan đa dạng, được coi là những điều kiện tự nhiên lý tưởng cho một sân golf đẹp, thú vị trên địa hình nhấp nhô. Các khu vực sân golf được trải dài từ bắc xuống nam và phát triển mạnh mẽ ở miền trung với lợi thế về địa hình kết hợp đồi núi và biển, như trường hợp sân golf Hoiana Shores, theo giải thích của tổng giám đốc Wee Peng Siong : “Nhà thiết kế sân golf Robert Trent Jones, Jr. đã sử dụng khẩu hiệu “Bản giao hưởng của golf”, có nghĩa là mọi thứ đều hòa quyện với thiên nhiên và nhịp điệu của thiên nhiên. Giống như một bản giao hưởng vậy. Dựa trên ý tưởng đó, người chơi golf có thể quan sát các cồn cát và địa hình, độ nhấp nhô của nó. Tất cả đều được bố trí một cách tỉ mỉ”. Dù đi sau nhiều nước về du lịch golf nhưng Việt Nam đang rút ngắn khoảng cách trong thời gian rất ngắn, một phần nhờ thu hút được những tên tuổi lớn trong lĩnh vực kiến trúc golf thế giới (Like Donald, Colin Montgomerie, Sir Nick Faldo, Greg Norman và Robert Trent Jones Jr., hiện nằm trong trong liên minh Việt Nam Golf Coast, VGC). Hệ thống gồm BRG Danang Golf Resort, Montgomerie Links, Ba Na Hills, Laguna Lăng Cô và Hoiana Shores đã giúp Đà Nẵng - Hội An được vinh danh là “Thành phố golf tốt nhất châu Á 2025”. Ngoài ra, để tiếp tục khẳng định thương hiệu và nâng vị thế của du lịch golf Việt Nam, huyền thoại golf người Úc Greg Norman tiếp tục được bổ nhiệm làm đại sứ Du lịch Việt Nam nhiệm kỳ 2025-2030. Theo bộ Văn hóa, Thể thao và Du lịch Việt Nam, khách chơi golf có mức chi tiêu trung bình gấp 6 lần so với khách thường. Để đáp ứng nhu cầu của khách, xung quanh sân golf là một khu phức hợp dịch vụ, khách sạn sang trọng, nhà hàng, spa và thương mại cao cấp, theo nhận định của Nguyễn Đức Long, một người chơi golf : “Họ (Hoiana) có 4 khách sạn, hơn 1.000 phòng, đầy đủ cơ sở vật chất về golf để cho mình có một gói trải nghiệm khác hơn so với những sân khác. Vì ngành golf phát triển như vậy thì chắc chắn đây là một lựa chọn rất là thú vị để mọi người có thể tới trải nghiệm”. Đọc thêmHưng Yên muốn giảm tiền đền bù trong dự án sân golf của Trump Organization Không chỉ chơi golf, họ còn có nhu cầu trải nghiệm du lịch tại điểm đến. Và đây là điểm giúp thúc đẩy nền kinh tế địa phương, góp phần tạo việc làm, đặc biệt là ở các khu vực ngoài các trung tâm đô thị lớn, theo nhận định của ông Vũ Nguyên, tổng thư ký Hiệp hội Golf Việt Nam (VGA) : Khi một sân golf được phát triển ở một địa phương, nó giúp thúc đẩy nền kinh tế tại địa phương đó và cũng sẽ tạo ra hàng ngàn việc làm. Chính vì vậy, những năm gần đây, golf được đón nhận rất nhiều. Những khu vực xung quanh sân golf, các hệ thống từ nhà hàng cho đến khách sạn cũng được phát triển và giúp cho ngành du lịch nói chung. Đứng đầu số lượng khách nước ngoài đến du lịch golf tại Việt Nam năm 2025 là Trung Quốc (3,8 triệu lượt, tăng 43% nhờ chi phí hợp lý và khoảng cách địa lý gần), tiếp theo là Hàn Quốc (3,2 triệu lượt, đóng góp lớn nhất vào doanh thu cao cấp). Ngoài ra còn có du khách golf Úc, Nhật Bản, Đài Loan, cùng với lượng khách mới nổi từ châu Âu và Ấn Độ. Việt Nam cũng muốn trở thành điểm đến không thể thiếu của khoảng 1,9 triệu golf thủ di chuyển trên toàn cầu hàng năm. Ngoại giao sân golf Bên cạnh giá trị kinh tế và du lịch, golf còn được sử dụng làm công cụ ngoại giao, đặc biệt là dưới thời tổng thống Mỹ Donald Trump. Sean Fergusson, thư ký golf và kinh doanh tại "Fore" Business (Anh), được trang Franceinfo trích dẫn, phân tích : Donald Trump tận dụng những cơ hội này để truyền đạt thông điệp đến người đối thoại. Và các chính trị gia khác nghĩ rằng nếu họ có thể gặp ông ấy trong một buổi chơi golf, ông Trump có thể sẵn sàng thảo luận về những chủ đề mà ông ấy sẽ không nói trước ống kính máy quay. Nhật Bản là một ví dụ tiêu biểu về khai thác “ngoại giao golf” trong quan hệ với Mỹ. Ngày 11/02/2017, khoảng hai tuần sau khi ông Trump nhậm chức tổng thống, thủ tướng Shinzo Abe đến Florida, cùng chơi golf 18 hố nhằm củng cố quan hệ song phương vì ông Trump luôn chỉ trích đồng minh Đông Á chi ít cho quốc phòng. Sau buổi chơi, ông Trump cho biết đã “hiểu” thủ tướng Abe hơn. Sau khi ông Abe mất, Tokyo từng nhờ tỉ phú Masayoshi Son, nhà sáng lập kiêm tập đoàn công nghệ SoftBank và là bạn chơi golf thân thiết của ông Trump, để tiếp cận ông. Thủ tướng đương nhiệm Takaichi còn tặng tổng thống Trump một cây gậy golf của cố thủ tướng Abe. Đọc thêmDự án tỷ đô tại quê nhà của tổng bí thư Tô Lâm, lá bài trói buộc Trump của Việt Nam ? Trong nhiệm kỳ hiện nay, ông Trump thường xuyên “bàn đại sự” trên sân golf. Tổng thống Phần Lan Alexander Stubb, một người chơi golf, trở thành “cầu nối” giữa tổng thống Mỹ và châu Âu. Chơi golf với ông Trump được xem là nằm trong “vòng thân cận” với lãnh đạo Mỹ. Việt Nam chưa có cơ hội này. Tuy nhiên, ít ngày trước ngày lễ nhậm chức của tổng thống thứ 47, bà Nguyễn Thị Phương Thảo, chủ tịch hãng hàng không Vietjet, đến tư dinh Mar-a-Lago và được ông Trump hướng dẫn chơi golf. Chuyến đi được công bố là hoạt động của Vietjet nhưng không rõ có nhận được sự ủy nhiệm nào đó từ chính quyền hay không. Nông dân trả phí cho ngoại giao sân golf Trump International Hưng Yên ? Liệu sân golf ở quê hương tổng bí thư-chủ tịch nước Tô Lâm có thể trở thành cầu nối với chính quyền Trump ? Tháng 09/2024, trong thời gian tranh cử tổng thống, ông Donald Trump dự lễ ký thỏa thuận hợp tác xây dựng giữa Trump Organization với Tổng công ty Phát triển đô thị Kinh Bắc (KBC) tại Florida. Tháng 06/2025, bản kê khai tài chính của tổng thống Donald Trump ghi nhận khoản thu 5 triệu đô la từ nhượng quyền thương hiệu. Giới quan sát cho rằng dự án trở thành phương tiện ngoại giao của Hà Nội trong bối cảnh tổng thống Trump liên tục chỉ trích thặng dư thương mại của Việt Nam với Mỹ, lên mức kỷ lục 178,2 tỷ đô la năm 2025 (chỉ sau trung Quốc) và đe dọa tăng thuế. Khi mức thặng dư đạt 55 tỷ đô la năm 2019, Việt Nam đã bị ông Trump gọi là “kẻ lạm dụng thương mại tồi tệ nhất”. Tuy nhiên, trả lời báo tài chính Anh Financial Times, nhà nghiên cứu Nguyễn Khắc Giang, Viện ISEAS-Yusof Ishak (Singapore), nhận định : Tính biểu tượng là điều quan trọng nhưng nó sẽ không thể giải quyết tất cả những mối quan ngại cũng như những vấn đề mang tính cơ cấu giữa Việt Nam và Mỹ. Sân golf Trump International Hưng Yên được khởi công chiều 21/05/2025 với sự tham dự của thủ tướng Phạm Minh Chính cùng quan chức chính phủ, đại sứ Mỹ tại Việt Nam Marc E. Knapper và ông Eric Trump, con trai tổng thống Trump, phó chủ tịch Trump Organization cùng phu nhân. Theo báo Chính phủ, “dự án khu phức hợp đô thị, du lịch sinh thái và sân golf Khoái Châu có diện tích gần 1.000 ha và tổng mức đầu tư trên 1,5 tỷ đô la, bao gồm hệ thống sân golf VIP 54 hố, khu nghỉ dưỡng, biệt thự cao cấp, quần thể đô thị hiện đại và các tiện ích theo tiêu chuẩn quốc tế”. Đọc thêmSân gôn Trump tại Việt Nam : Đất nông dân đổi lấy dự án gây tranh cãi Tuy nhiên, sau một năm, dự án bị chậm tiến độ do vướng mắc về đền bù giải phóng mặt bằng. Nhiều hộ dân cho biết mức bồi thường 80.000 đồng/m2, cùng với 240.000 đồng/m2 để “chuyển đổi nghề” (tổng cộng 320.000/m2) là quá thấp, không như lời hứa “bồi thường thỏa đáng” của thủ tướng Phạm Minh Chính tại lễ động thổ. Một số hãng tin Reuters và Financial Times của Anh, Le Monde của Pháp, Bloomberg của Mỹ phản ánh bất bình của người dân trong diện giải tỏa, tranh cãi liên quan đến việc chính quyền tỉnh Hưng Yên cắt giảm chi phí bồi thường. Nhật báo Pháp Le Monde nhận được một bức thư nặc danh từ nội bộ chính phủ Việt Nam bày tỏ bất bình và nêu những nghi ngờ tham nhũng, quan hệ lợi ích nhóm trong dự án. Sau khi không thực hiện được hạn chót là ngày 30/04 để thu hồi đất, tỉnh Hưng Yên thông báo cho các hộ dân trong diện giải tỏa là nếu không chấp hành yêu cầu bàn giao đất, họ sẽ phải đối mặt với rủi ro cưỡng chế từ sáng 26/06/2026. Hãng tin Mỹ Bloomberg tiếp cận được văn bản này. Chủ đầu tư cũng đẩy nhanh tiến độ vì trước đó, chủ tịch Tổng công ty Phát triển Đô thị Kinh Bắc tuyên bố sân golf Trump có thể đăng cai Hội nghị thượng đỉnh Hợp tác Kinh tế châu Á - Thái Bình Dương - APEC năm 2027 và hy vọng tổng thống Trump tham dự.

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

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

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos KI-Aktien unter Druck, Corning besonders. Mercedes kürzt Prognose, Aktie steigt. Boeing liefert mehr Jets. PayPal offen für Übernahme. Visa entlässt. Gucci erholt sich. NVIDIA least Rechenzentrum. ABB (WKN: 919730) verkauft Robotik an SoftBank und kauft dafür Ventilspezialist Rotork. Rekordzahlen dank Rechenzentren. Aber das kostet: KGV bei 26, Aktie 50% im Plus auf Jahressicht. Coca-Cola (WKN: 850663) schlägt Konkurrenz. 5% organisches Wachstum, Coke Zero legt 16% zu. Dazu hilft die WM. Die hilft auch bei Unilever (WKN: A0JNE2). Dort feiert man 6% Volumenwachstum, das höchste seit 2010. Und die FIFA will sich teilweise verkaufen. Diesen Podcast vom 29.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Nvidia negocia respaldar con 250.000 millones de dólares el gran centro de datos de SoftBank para OpenAI; la matriz de CXMT se dispara en bolsa al calor de la memoria para IA; las empresas empiezan a combinar modelos premium con alternativas chinas más baratas; expertos advierten que algunos chatbots aún pueden revelar información peligrosa; y Apple retrasa hasta 2027 sus gafas con IA mientras intenta resolver el problema de la privacidad.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

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

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

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.

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

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.

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.

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