Podcasts about softbank

Chevron and Shell are nearing their first big production deal in Venezuela since the capture of Nicolas Maduro, Disney names its next president of Disneyland Resort, Senate aids get approval to use three AI chatbots for work, the Trump Administration restarts Global Entry after a pause, and Softbank's Japanese Payment app PayPay sets a price range for its IPO.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Iran war into its tenth day, Carl Quintanilla and Jim Cramer discussed a rough start to the week for stocks, with WTI Crude surging past $100/barrel for the first time since 2022. The anchors discussed navigating the markets in the wake of Middle East tensions, along with the spike in gasoline prices and how high they could go. Also in focus: President Trump's message on the oil price surge, credit concerns hit SoftBank shares, market bright spots, Oracle leads this week's earnings calendar, Hims & Hers soars on its agreement with Novo Nordisk.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ประวัติของ Masayoshi Son ผู้ก่อตั้ง Softbank #8

ประวัติของ Masayoshi Son เจ้าของ Softbank #7

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions. Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget) Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost) OpenAI's new GPT-5.4 model is a big step toward autonomous agents (The Verge) Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg) SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg) Anthropic launches AI job destruction detector (Axios) Labor market impacts of AI: A new measure and early evidence (Anthropic) Weekend Longreads Suggestions: SpaceX: the final frontier of IPOs (FT) Who needs data centers in space when they can float offshore? (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Armstrong and Paul Lane break down a troubling new jobs report showing 92,000 jobs lost in February, raising fresh concerns about the strength of the U.S. labor market. With unemployment ticking higher and job creation slowing sharply over the past year, they discuss whether the economy is starting to show real signs of strain and what it could mean for the Federal Reserve's next interest rate decision.They also examine the sharp surge in oil prices following escalating tensions in the Middle East, why energy markets are reacting so strongly, and how higher gas prices could ripple through consumer sentiment and inflation. Plus, a look at the latest developments in artificial intelligence investing, including SoftBank's massive borrowing plan to fund another major bet on OpenAI.

ประวัติของ Masayoshi Son เจ้าของ Softbank #5

Vlak voor het cijferseizoen was Besi nog zo positief. De nieuwe orders trokken hard aan en de inkomsten ook. Ook zag het Nederlandse chipbedrijf dat z'n speciale hybrid bonding techniek aan interesse won bij klanten. Maar nu horen we ineens het tegenovergestelde. Die hybrid bonding slaat toch nog niet aan. Met het gevolg dat het aandeel snoeihard werd afgestraft. Deze aflevering kijken we of die reactie terecht is of dat aandeelhouders te snel (en te heftig) reageren.Hebben we het ook over Universal Music Group. Het AEX-bedrijf waar letterlijk muziek in zit. Alleen vandaag zingen beleggers nu een toontje lager: de plannen voor een Amerikaanse beursnotering worden in de ijskast gezet. Ook dat aandeel moet het nu ontgelden. Verder bespreken we de opmerkelijke plannen van Shell. Dat heeft deals gesloten in Venezuela. Ze gaan daar olie- en gas winnen. Vraag is wel of dat land stabiel genoeg is om zaken te doen.Ook deze aflevering: Een maffia-deal van Trump Overname ABN Amro nu al een mislukking? Anthropic sleept de Amerikaanse regering voor de rechter Softbank wil 40 miljard lenen voor OpenAI-deal Zorgt Iran-oorlog voor renteverhogingen? Te gast: Marc Langeveld van Antaurus AI Tech 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. 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 BNR Zakendoen en 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Vlak voor het cijferseizoen was Besi nog zo positief. De nieuwe orders trokken hard aan en de inkomsten ook. Ook zag het Nederlandse chipbedrijf dat z'n speciale hybrid bonding techniek aan interesse won bij klanten. Maar nu horen we ineens het tegenovergestelde. Die hybrid bonding slaat toch nog niet aan. Met het gevolg dat het aandeel snoeihard werd afgestraft. Deze aflevering kijken we of die reactie terecht is of dat aandeelhouders te snel (en te heftig) reageren.Hebben we het ook over Universal Music Group. Het AEX-bedrijf waar letterlijk muziek in zit. Alleen vandaag zingen beleggers nu een toontje lager: de plannen voor een Amerikaanse beursnotering worden in de ijskast gezet. Ook dat aandeel moet het nu ontgelden. Verder bespreken we de opmerkelijke plannen van Shell. Dat heeft deals gesloten in Venezuela. Ze gaan daar olie- en gas winnen. Vraag is wel of dat land stabiel genoeg is om zaken te doen.Ook deze aflevering: Een maffia-deal van Trump Overname ABN Amro nu al een mislukking? Anthropic sleept de Amerikaanse regering voor de rechter Softbank wil 40 miljard lenen voor OpenAI-deal Zorgt Iran-oorlog voor renteverhogingen? Te gast: Marc Langeveld van Antaurus AI Tech 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. 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 BNR Zakendoen en 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

ประวัติของ Masayoshi Son ผู้ก่อตั้ง Softbank #4  

What if the biggest bottleneck in your commerce strategy isn't the strategy itself, but the time it takes your team to actually perform the actions to execute it?Agility requires not just having the right insights, but also the operational capacity to act on them at the speed the market demands.Today, we're going to talk about a critical bottleneck many brands face: the delay between data-driven insight and real-world execution. Commerce teams are often drowning in data but struggle with the manual, time-consuming work of implementing changes, whether it's updating product pages or optimizing media spend. This has led to a major shift, where brands are looking beyond traditional agency models and toward a new paradigm of 'agentic AI'—using automated agents to handle execution, freeing up human experts to focus on what they do best: strategy.We are here at eTail Palm Springs, and to help me discuss this topic, I'd like to welcome, Himanshu Jain, Co-Founder and Head of Product, and Bill Schneider, VP Product Marketing at CommerceIQ. About Bill Schneider and Himanshu Jain Himanshu Jain is the Cofounder and Head of Product at CommerceIQ, a Series D agentic AI company based in the Bay Area. CommerceIQ is a leader in retail technology, having raised $200M from SoftBank and Insights Partners, and serving 10 of the top 12 CPG brands globally. He builds vertical AI and autonomous agent platforms that help the world's largest consumer brands win across ecommerce and omnichannel retail. Over the past decade, he has repeatedly taken AI products from zero to product–market fit, scaling them into multi-million-dollar businesses across retail media, pricing, supply chain, and digital shelf. With deep roots in machine learning, SaaS and enterprise strategy, he operates at the intersection of advanced AI systems and measurable commercial impact. Himanshu Jain is the Cofounder and Head of Product at CommerceIQ, a Series D agentic AI company based in the Bay Area. CommerceIQ is a leader in retail technology, having raised $200M from SoftBank and Insights Partners, and serving 10 of the top 12 CPG brands globally. He builds vertical AI and autonomous agent platforms that help the world's largest consumer brands win across ecommerce and omnichannel retail. Over the past decade, he has repeatedly taken AI products from zero to product–market fit, scaling them into multi-million-dollar businesses across retail media, pricing, supply chain, and digital shelf. With deep roots in machine learning, SaaS and enterprise strategy, he operates at the intersection of advanced AI systems and measurable commercial impact. Bill Schneider and Himanshu Jain on LinkedIn: https://www.linkedin.com/in/bill-schneider-b32a6a/ Resources CommerceIQ: www.commerceiq.ai The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Our 235th episode with a summary and discussion of last week's big AI news!Recorded on 02/27/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Model and tool updates highlight Anthropic's Sonnet 4.6 (1M context; strong ARC-AGI-2 results), Google's Gemini 3.1 Pro (major ARC-AGI-2 jump and multimodal demos), xAI's Grok 4.2 beta (multi-agent debate), plus Anthropic's Claude Code “Remote Control” and Perplexity's multi-agent “Computer” coordinator.Compute and business moves include Meta's reported up-to-$100B AMD chip deal with warrant/equity incentives, MatX raising $500M to build specialized transformer chips shipping in 2027, World Labs raising $1B for world-model/3D environment tech, and a new startup raising $100M to simulate/predict human behavior.Infrastructure and geopolitics cover Stargate data-center delays amid OpenAI/Oracle/SoftBank control disputes and cash concerns, and China's plan to scale 7nm/5nm wafer output despite yield and tooling constraints.Research and safety/policy discuss optimizer gains from masked updates, “deep thinking tokens” as a reasoning-effort signal, LLM attractor-state behaviors in bot-to-bot chats, mechanistic interpretability of counting/line-wrapping, methods to map task difficulty to human time horizons, plus Anthropic–Pentagon contract tensions, Anthropic's report on distillation attacks (DeepSeek/Moonshot/Minimax), and OpenAI's report on disrupting malicious use.A thank you to our current sponsors:Box - visit Box.com/AI to learn moreODSC AI - go to odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.Factor - head to factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a yearTimestamps:(00:00:10) Intro / Banter(00:01:52) News PreviewTools & Apps(00:03:20) Anthropic releases Sonnet 4.6 | TechCrunch(00:11:24) Google Rolls Out Latest AI Model, Gemini 3.1 Pro - CNET(00:14:54) Elon Musk says Grok 4.20 public beta is now available: Capabilities of AI chatbot offered by xAI - The Times of India(00:18:06) Anthropic just released a mobile version of Claude Code called Remote Control | VentureBeat(00:21:01) Perplexity announces "Computer," an AI agent that assigns work to other AI agents - Ars TechnicaApplications & Business(00:23:40) Meta strikes up to $100B AMD chip deal as it chases 'personal superintelligence' | TechCrunch(00:27:05) Nvidia challenger AI chip startup MatX raised $500M | TechCrunch(00:31:00) World Labs lands $1B, with $200M from Autodesk, to bring world models into 3D workflows | TechCrunch(00:33:07) Simile Raises $100 Million for AI Aiming to Predict Human Behavior(00:33:52) Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers(00:36:43) China to increase leading-edge chip output by 5x in two years, report claims — aims to lift 7nm and 5nm production to 100,000 wafers per month, targeting half a million monthly by 2030Research & Advancements(00:40:33) On Surprising Effectiveness of Masking Updates in Adaptive Optimizers(00:48:03) Think Deep, Not Just Long: Measuring LLM Reasoning Effort via Deep-Thinking Tokens(00:54:52) models have some pretty funny attractor states(01:01:41) When Models Manipulate Manifolds: The Geometry of a Counting Task(01:05:16) BRIDGE: Predicting Human Task Completion Time From Model Performance(01:12:00) NESSiE: The Necessary Safety Benchmark -- Identifying Errors that should not Exist(01:13:15) The least understood driver of AI progress(01:21:45) The Persona Selection Model: Why AI Assistants might Behave like HumansPolicy & Safety(01:25:04) Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI(01:33:04) Musk's xAI, Pentagon reach deal to use Grok in classified systems(01:34:17) Detecting and preventing distillation attacks(01:38:36) OpenAI details expanding efforts to disrupt malicious use of AI in new report - SiliconANGLESee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

ประวัติของ Masayoshi Son เจ้าของ SoftBank #2

What if the biggest bottleneck in your commerce strategy isn't the strategy itself, but the time it takes your team to actually perform the actions to execute it?Agility requires not just having the right insights, but also the operational capacity to act on them at the speed the market demands.Today, we're going to talk about a critical bottleneck many brands face: the delay between data-driven insight and real-world execution. Commerce teams are often drowning in data but struggle with the manual, time-consuming work of implementing changes, whether it's updating product pages or optimizing media spend. This has led to a major shift, where brands are looking beyond traditional agency models and toward a new paradigm of 'agentic AI'—using automated agents to handle execution, freeing up human experts to focus on what they do best: strategy.We are here at eTail Palm Springs, and to help me discuss this topic, I'd like to welcome, Himanshu Jain, Co-Founder and Head of Product, and Bill Schneider, VP Product Marketing at CommerceIQ. About Himanshu Jain Himanshu Jain is the Cofounder and Head of Product at CommerceIQ, a Series D agentic AI company based in the Bay Area. CommerceIQ is a leader in retail technology, having raised $200M from SoftBank and Insights Partners, and serving 10 of the top 12 CPG brands globally. He builds vertical AI and autonomous agent platforms that help the world's largest consumer brands win across ecommerce and omnichannel retail. Over the past decade, he has repeatedly taken AI products from zero to product–market fit, scaling them into multi-million-dollar businesses across retail media, pricing, supply chain, and digital shelf. With deep roots in machine learning, SaaS and enterprise strategy, he operates at the intersection of advanced AI systems and measurable commercial impact. Himanshu Jain on LinkedIn: https://www.linkedin.com/in/bill-schneider-b32a6a/ About Bill Schneider Bill has 20+ years of experience in product marketing and communication roles building and leading product marketing and external communications . In addition to his deep knowledge of the product marketing role, Bill has has a wealth of experience working for SaaS growth companies in analytics, mobile engagement, shopper marketing, and identity verification. Bill Schneider on LinkedIn: https://www.linkedin.com/in/bill-schneider-b32a6a/ Resources CommerceIQ: www.commerceiq.ai The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

A former Clinton and Biden foreign policy advisor saw it before it happened. Now the question is what investors do next. Hours after this episode was recorded, the United States and Israel launched a coordinated military campaign against Iran, killing Ayatollah Ali Khamenei in what analysts are calling the most significant U.S.-Iran escalation in decades. Charles Myers, Founder and CEO of Signum Global Advisors and a former senior foreign policy advisor to Hillary Clinton and Joe Biden, had just sat down with Steven Ehrlich to discuss the geopolitical landscape and what it means for investors.  What he said about Iran during that conversation is now raising serious questions about what comes next, and the investment implications are far from settled. In this episode, Myers also addresses whether the "sell America" trade is overdone, where oil is heading, the future of AI funding, and whether Bitcoin can actually function as a safe haven when the world is on fire. Hosts: ⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guests: ⁠Charles Myers, Founder and CEO, Signum Global Advisors Links: Iran strike / military action: US strikes Iran — https://www.cnn.com/world/live-news/israel-iran-attack-02-28-26-hnk-intl  US-Iran nuclear talks — https://www.nbcnews.com/world/iran/us-iran-nuclear-talks-trump-military-buildup-attack-missiles-rcna260764  Largest US military buildup in the Middle East since the early 2000s — https://www.militarytimes.com/news/your-military/2026/02/26/us-military-assembles-largest-force-of-warships-aircraft-in-middle-east-in-decades/  Oil markets: Oil prices surge after Iran strike — https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html  Trump's energy strategy: targeting oil in the low $50s — https://www.axios.com/2026/02/28/us-iran-attack-energy-oil-prices  Sell America / US safe haven: Global investors question US safe haven status — https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html  The “Sell America” trade, explained — https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets  Venezuela / Monroe Doctrine: Maduro government and the US oil deal — https://www.cnbc.com/2026/01/05/maduro-overthrow-could-pave-the-way-for-us-oil-companies-to-recover-venezuela-assets.html  The return of the Monroe Doctrine under Trump — https://www.cfr.org/articles/oil-power-and-the-climate-stakes-of-the-u-s-move-in-venezuela  OpenAI / AI: OpenAI raises $110 billion — https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html  Stargate: OpenAI and SoftBank's AI moonshot — https://openai.com/index/announcing-the-stargate-project/ Prediction Markets: Polymarket Iran strike odds — https://polymarket.com  Insider trading on Polymarket: the Maduro bet — https://en.wikipedia.org/wiki/2026_United_States_strikes_in_Venezuela  Stablecoins / GENIUS Act: The GENIUS Act and stablecoin regulation — https://www.gibsondunn.com/the-genius-act-a-new-era-of-stablecoin-regulation/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This Day in Legal History: Jones ActOn March 2, 1920, Congress passed the Merchant Marine Act of 1920, better known as the Jones Act. Enacted in the aftermath of World War I, the statute reflected a national effort to strengthen the United States' merchant marine fleet. Lawmakers believed that a robust domestic shipping industry was essential to both economic growth and national defense. The Act required that goods transported between U.S. ports be carried on vessels that are built in the United States, owned by U.S. citizens, and crewed primarily by Americans. Senator Wesley L. Jones sponsored the measure, arguing that reliance on foreign ships posed strategic risks.The law reshaped American maritime commerce for decades. By limiting coastwise trade to qualifying vessels, Congress sought to ensure a steady demand for American shipyards and maritime labor. Supporters have long maintained that the Act protects domestic jobs and guarantees a ready fleet in times of war or national emergency. Critics, however, argue that the restrictions reduce competition and raise shipping costs. Those higher costs are often felt most sharply in non-contiguous states and territories such as Puerto Rico and Hawaii, which depend heavily on maritime transport.Over time, the Jones Act has generated extensive litigation and recurring legislative proposals for reform or repeal. Courts have been called upon to interpret its scope, exemptions, and application to modern shipping practices. More than a century after its passage, the statute remains a focal point in debates over free trade, federal power, and national security.President Donald Trump ordered federal agencies to stop using artificial intelligence products from Anthropic after the company declined to support certain military applications. The dispute arose when Anthropic said it would not provide its technology for mass domestic surveillance or fully autonomous weapons systems. Trump accused the company of trying to impose its own political views on the Department of Defense and claimed its stance threatened national security. Shortly after the president's directive, Defense Secretary Pete Hegseth announced that military contractors and partners could no longer conduct business with Anthropic. The Defense Department said it would phase out the company's technology within six months while transitioning to another provider.Anthropic CEO Dario Amodei had stated that while AI can support lawful foreign intelligence efforts, mass surveillance of Americans raises serious civil liberties concerns. He also argued that fully autonomous weapons lack the reliability and oversight needed to ensure responsible use. According to Anthropic, the Defense Department required contractors to agree to “any lawful use” of AI systems, including applications the company views as risky. The government also threatened to label Anthropic a national security “supply chain risk,” a designation the company says is usually reserved for foreign adversaries. Anthropic maintains that such a move would be legally questionable and has pledged to challenge it in court. The company further argues that any formal designation would likely apply only to government contract work, not to all commercial activity.Trump Tells Federal Agencies To Drop ‘Woke' Anthropic Tech - Law360Trump admin blacklists Anthropic; AI firm refuses Pentagon demandsOpenAI has completed a massive $110 billion funding round that values the company at $730 billion. The investment was led by Amazon with a $50 billion contribution, while Nvidia and SoftBank each committed $30 billion. The deal was advised by Wachtell Lipton Rosen & Katz on behalf of OpenAI.As part of the transaction, OpenAI also entered into a strategic cloud partnership with Amazon and secured access to Nvidia's next-generation graphics processing units to expand its AI capabilities. The company said additional investors may join the round as it continues. OpenAI highlighted that more than 9 million paying business customers use ChatGPT, alongside roughly 900 million weekly active users.The funding reflects the accelerating competition among major technology companies to build AI infrastructure, including cloud systems, chips, and data centers. Amazon has already announced plans to invest about $200 billion in AI-related capital spending next year. Across the tech sector, companies such as Meta Platforms and Alphabet Inc. are also committing hundreds of billions of dollars to AI development. OpenAI described the moment as an infrastructure race, emphasizing that scaling capacity quickly will determine leadership in the industry.Wachtell Lipton Steers OpenAI On $110B Amazon-Led Funding - Law360A Los Angeles trial judge warned members of the press that she may impose a gag order in the high-profile social media bellwether case involving claims that major platforms harmed a young user's mental health. Carolyn B. Kuhl said a news report appeared to reference juror conversations overheard in a courthouse hallway, which she viewed as a violation of her directive to keep distance from jurors. She emphasized that preserving the integrity of the proceedings is critical and stated she would hold a hearing on a gag order if necessary.The case, pending in Los Angeles County Superior Court, is the first bellwether trial among more than 1,000 consolidated lawsuits. The plaintiff, identified as Kaley G.M., alleges that platforms such as Meta Platforms Inc.'s Instagram and Google LLC's YouTube used addictive design features that contributed to her mental health struggles. The judge has repeatedly instructed jurors not to discuss the case or consume media coverage, and she has taken steps to physically separate them from reporters and the public. She also restricted any physical descriptions of the plaintiff because her claims relate to harm suffered as a minor.Tensions over courtroom conduct have surfaced before. The judge previously warned attendees about unauthorized recordings and removed a plaintiffs' attorney from a leadership role for filming inside the courthouse. Meanwhile, the trial has included testimony from the plaintiff and expert witnesses who argue that social media addiction is real and harmful. The defendants maintain that other factors, including family dynamics, contributed to her condition. With additional trials planned, the outcome of this bellwether proceeding could influence settlement discussions and expose the companies to significant financial liability.Social Media Trial Judge Threatens Media With Gag Order - Law360Improper juror access in social media case, judge warns mediaA juror in the recent trial of Thomas Goldstein said the defendant's own testimony was a turning point in the case that led to his conviction on multiple tax and mortgage fraud charges. The juror described Goldstein's time on the stand as polished but theatrical, suggesting it felt more like a performance than a candid explanation. Goldstein had argued that errors in his tax filings stemmed from bookkeeping mistakes and reliance on outside accountants, and he claimed he overstated certain gambling winnings. Prosecutors, however, alleged that he intentionally failed to report millions in income, improperly deducted personal expenses, and misrepresented debts on mortgage applications.The jury convicted him on 12 of 16 counts, including tax evasion and mortgage fraud, while acquitting him on several charges tied to later tax years. He has been ordered to remain under home confinement pending sentencing. According to the juror, the government's extensive documentary evidence — including bank records, emails, and text messages — ultimately carried significant weight. Testimony about Goldstein's spending habits and lifestyle was also presented, though the juror said personal matters such as alleged affairs were not decisive.The defense emphasized accounting errors and challenged the venue for certain mortgage counts. Still, the juror said responsibility rested with Goldstein because he signed the tax returns. Prosecutors have praised the verdict, while the defense has not publicly commented. The case was tried in the U.S. District Court for the District of Maryland.Goldstein Testimony ‘Solidified' Case, Juror Says - Law360District of Maryland | Prominent Lawyer Thomas Goldstein Convicted of Tax Evasion and Mortgage Fraud | United States Department of Justice This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded. The handpicked topics for this week are: OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by Amazon, NVIDIA, and SoftBank. Amazon committed $50B over eight years, including Tranium capacity, co-development, Bedrock integration, and custom model initiatives. Microsoft remains the exclusive API cloud provider, but the competitive cloud dynamics are shifting. Anthropic, the Pentagon & the AI Safety Line: Anthropic risks a $200M DoD contract over refusing to drop safety restrictions related to mass surveillance and automated weapons. Pat and Dan explore the ethics and competitive positioning of this, and what happens if another lab steps in. Model Distillation & IP Risk: Anthropic cited 24,000 fraudulent accounts generating 16 million interactions to distill model capabilities. The episode examines IP theft, enforcement gaps, and global competition. DeepSeek & NVIDIA Blackwell Reports: Recent reports suggest DeepSeek leveraged NVIDIA Blackwell chips. The hosts discuss export controls, enforcement realities, and whether this was ever realistically in doubt. Microsoft Sovereign Cloud Goes GA: Microsoft introduced full-stack Azure sovereign cloud capabilities with support for disconnected operations. Sovereignty, regulatory compliance, and latency management are becoming core enterprise and government requirements. AMD's $100B Meta AI Infrastructure Deal: AMD secured a massive multi-gigawatt inference-focused deal with Meta using MI450. The discussion centers on competitive dynamics with NVIDIA, scale-up architecture, and whether AMD can materially shift market share. Intel & SambaNova Alignment: Intel Capital invested in SambaNova's Series E. The hosts examine inference strategy, CPU resurgence, and how Intel rounds out its AI positioning while advancing its GPU roadmap. The Flip: Is SaaS Permanently Repriced? Are enterprise SaaS multiples structurally resetting due to AI agents and consumption models, or is the market misreading enterprise AI adoption speed? Nuance emerges around consolidation, consumption pricing, and the durability of complex enterprise platforms. Bulls & Bears: NVIDIA, Salesforce, Synopsys, Dell, Snowflake, IBM, Everpure, HP Strong earnings across several big tech companies met with mixed market reactions. Terminal value concerns, consumption transitions, stock-based compensation, and memory constraints shape sentiment more than raw performance. For a deeper dive into each topic, subscribe to The Six Five Pod so you never miss an episode.

ประวัติของ Masayoshi Son เจ้าของ SoftBank #1

A former Clinton and Biden foreign policy advisor saw it before it happened. Now the question is what investors do next. Hours after this episode was recorded, the United States and Israel launched a coordinated military campaign against Iran, killing Ayatollah Ali Khamenei in what analysts are calling the most significant U.S.-Iran escalation in decades. Charles Myers, Founder and CEO of Signum Global Advisors and a former senior foreign policy advisor to Hillary Clinton and Joe Biden, had just sat down with Steven Ehrlich to discuss the geopolitical landscape and what it means for investors.  What he said about Iran during that conversation is now raising serious questions about what comes next, and the investment implications are far from settled. In this episode, Myers also addresses whether the "sell America" trade is overdone, where oil is heading, the future of AI funding, and whether Bitcoin can actually function as a safe haven when the world is on fire. Hosts: ⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guests: ⁠Charles Myers, Founder and CEO, Signum Global Advisors Links: Iran strike / military action: US strikes Iran — https://www.cnn.com/world/live-news/israel-iran-attack-02-28-26-hnk-intl  US-Iran nuclear talks — https://www.nbcnews.com/world/iran/us-iran-nuclear-talks-trump-military-buildup-attack-missiles-rcna260764  Largest US military buildup in the Middle East since the early 2000s — https://www.militarytimes.com/news/your-military/2026/02/26/us-military-assembles-largest-force-of-warships-aircraft-in-middle-east-in-decades/  Oil markets: Oil prices surge after Iran strike — https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html  Trump's energy strategy: targeting oil in the low $50s — https://www.axios.com/2026/02/28/us-iran-attack-energy-oil-prices  Sell America / US safe haven: Global investors question US safe haven status — https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html  The “Sell America” trade, explained — https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets  Venezuela / Monroe Doctrine: Maduro government and the US oil deal — https://www.cnbc.com/2026/01/05/maduro-overthrow-could-pave-the-way-for-us-oil-companies-to-recover-venezuela-assets.html  The return of the Monroe Doctrine under Trump — https://www.cfr.org/articles/oil-power-and-the-climate-stakes-of-the-u-s-move-in-venezuela  OpenAI / AI: OpenAI raises $110 billion — https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html  Stargate: OpenAI and SoftBank's AI moonshot — https://openai.com/index/announcing-the-stargate-project/ Prediction Markets: Polymarket Iran strike odds — https://polymarket.com  Insider trading on Polymarket: the Maduro bet — https://en.wikipedia.org/wiki/2026_United_States_strikes_in_Venezuela  Stablecoins / GENIUS Act: The GENIUS Act and stablecoin regulation — https://www.gibsondunn.com/the-genius-act-a-new-era-of-stablecoin-regulation/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to the FULL WEEKLY RUNDOWN at https://podcasts.apple.com/us/podcast/full-rundown-the-week-of-the-great-realignment/id1684415169?i=1000752320752

This Week In Startups is made possible by:Deel - http://deel.com/twistWispr Flow - https://wisprflow.ai/twistLuma AI - https://lumalabs.ai/twistToday's show:*$110 billion buys you 15% of OpenAI. Amazon, Nvidia, and SoftBank placed their bets on ChatGPT, which now has 900 million weekly active users and 50 million paying subscribers. Find out why Jason is anticipating the wildest J-Curve swing of all time, and believes we've ALREADY hit AGI… it's just not implemented yet.Plus a visit from our roving correspondent Nick O'Neill, checking in on the Crypto Chaos in Miami Beach, and hot demos from three young founders.GUESTS:Nick O'Neill: https://x.com/chooserichEverest Chris: https://openclaw.unloopa.com/Ben Broca: https://polsia.com/Adi Gabrani: https://makemyclaw.com/Timestamps:00:00 Intro01:33 We're hiring a new producer!05:42 OpenAI raised $110 billion08:59 Understanding the LLM J-Curve00:11:25 Deel - Founders ship faster on Deel. Set up payroll for any country in minutes and get back to building. Visit ⁠https://deel.com/twist⁠ to learn more.00:15:02 CRYPTO CHAOS IN MIAMI BEACH!00:21:10 Wispr Flow - Stop typing. Dictate with Wispr Flow and send clean, final-draft writing in seconds. Visit ⁠https://wisprflow.ai/twist⁠ to get started for free today.00:22:54 Mass layoffs at Block00:30:50 Luma AI - Stop guessing and start directing with the all-in-one Dream Machine text-to-video platform. Visit ⁠https://lumalabs.ai/twist⁠ to try The Dream Machine for free.00:32:04 AI Scott Adams: The Saga Continues00:38:13 Make URLs for local businesses with Unloopa00:45:36 Rent a Polsia agent to run your company00:58:55 Deploy swarms in 60 seconds with MakeMyClaw01:05:05 LAUNCH FEST is coming to SF01:55:49 Will Paramount actually buy WBD?01:06:58 Why Lon loves “Knight of the 7 Kingdoms”01:07:21 On “Neighbors” and First Amendment Warriors01:13:43 All about Jason's favorite chargersSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's new Autonomous Vehicle Solutions initiative, Waymo's growing markets, and the growth of Physical AI powered by NVIDIA.As Uber's stock languishes in the low seventies due to investor overhang about the future of autonomy, the company announced Uber Autonomous Solutions, a new initiative to support the growth of autonomous vehicles on the Uber platform.Grayson and Walt break down the initiative point by point, examining Uber's strategy of providing training data, enriched mapping, venue management, and autonomous vehicle insurance. While Grayson views much of the in-car experience pitch as buzzword Alley, Walt argues that AV mission control and fleet management are the true meat of Uber's strategy, aiming to provide the critical API for a fragmented market. This sparks a spirited debate on whether Uber is maintaining its asset-light identity or quietly creeping into asset-heavy operations by owning and operating robotaxi assets.The conversation then shifts to the geopolitical risks of Uber's international partnerships, as the company recently hosted analysts in Abu Dhabi to meet with Chinese autonomous partners WeRide and Baidu. Grayson warns of the tremendous blowback and political risk this carries back home, especially given the current US administration's active stance on social media regarding foreign technology.Walt and Grayson also discuss a recent broker report, shared by Uber CFO Balaji Krishnamurthy on X, that analyzed just 34 trips in Austin and claimed there is no cost advantage to autonomy. They call the sample size too small and the conclusions baffling given the obvious long-term benefits of removing human drivers.Contrasting Uber's narrative tour, Waymo is aggressively scaling and growing revenue. This week, Waymo announced they have crossed 1 million fully autonomous freeway miles, expanded into Chicago and Charlotte, and opened up Dallas, Houston, San Antonio, and Orlando to early riders.Notably, Uber was absent from these new market announcements, leading Grayson to point out the potentially waning relationship between the two companies. Furthermore, he put on his inspector hat to uncover signs of Waymo's grand ambitions in the EU, citing meetings with the European Commission and job postings for EU regulatory counsel.As Waymo scales, the capital markets are flowing for autonomy investments, highlighted by Wayve securing a $1.2 billion check at an $8.6 billion valuation. The round includes investments from SoftBank, NVIDIA, Stellantis, and Nissan, with Uber committing to own and operate the Wayve fleet in 10 upcoming markets, starting with London.Then there is the growth of physical AI, which NVIDIA announced contributed $6 billion in earnings last quarter, with CFO Colette Kress signaling that robotaxis and humanoids are poised to be major growth markets over the next decade.Episode Chapters00:00 Uber's Identity Crisis 1:33 Breaking Down Uber Autonomous Solutions20:43 Uber's Abu Dhabi Analyst Day & Chinese Tech Risks 35:37 Waymo Announces Chicago & Charlotte as New Markets 40:55 Uber and Waymo's Waning Relationship 42:03 Waymo Surpasses 1 Million Fully Autonomous Freeway Miles43:56 Waymo Eyes the EU Expansion 46:32 Wayve's $1.2B Funding Round50:39 NVIDIA, Physical AI, & Humanoids 53:04 Next WeekRecorded on Friday, February 27, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investments from SoftBank, Nvidia and Amazon — valuing the maker of ChatGPT at $730 billion. Hear what OpenAI CEO Sam Altman and Amazon CEO Andy Jassy told CNBC about their strategic partnership. CoreWeave CEO Mike Intrator joined the anchors at Post 9 to discuss AI and the company's quarterly results that sent the stock lower by double digits. Also in focus: Paramount wins the bidding war for Warner Bros. Discovery, Block shares surge as the fintech firm slashes its workforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

My main takeawaysMain TakeawaysThe "Stargate" Collapse: The $500 billion partnership between OpenAI, SoftBank, and Oracle is being labeled "vaporware." Reports suggest the deal is in shambles due to internal power struggles and a lack of actual liquidity, with SoftBank allegedly scrambling for 90% debt financing.Market Volatility vs. Reality: There is a disconnect between market reactions and product performance. While Anthropic's claim that Claude can streamline COBOL code caused IBM's stock to drop 10%, critics argue the public is still in a "demo phase" of awe and hasn't realized the tech often fails to work as advertised.Reliability Concerns: High-profile failures are surfacing, such as Claude reportedly deleting a Meta researcher's entire Gmail history. This raises alarms as these same models are being positioned to manage critical infrastructure like banking and the IRS.Corporate Espionage: Anthropic has reported "industrial-scale distillation attacks" from Chinese labs (DeepSeek, Moonshot AI, MiniMax), claiming they used over 24,000 fraudulent accounts to "siphon" Claude's capabilities to train their own models.The "Theranos" Comparison: Critics are drawing parallels between current AI labs and failed startups like Theranos, arguing that the goal of reaching AGI via Large Language Models may be technically impossible, creating a "feedback loop delusion" to sustain venture capital investment.Strategic Shifts: OpenAI is pivoting toward traditional consulting giants (McKinsey, Accenture) to integrate its tech, while the community continues to debate the technical distinctions between generative AI and autonomous agents.@XFreeze@MrEwanMorrison@sterlingcrispin@dwlz

The Information's Theo Wayt talks with TITV Host Akash Pasricha about Starlink's push to disrupt mass-market telecom giants with $50 plans and new retail stores. We also talk with Cloud Reporter Anissa Gardizy about the hurdles facing OpenAI's "Stargate" project as it shifts toward a more complex data center partnership with Oracle and SoftBank. We get into Nvidia's upcoming results with analyst Gil Luria, who explains why China is now a "rounding error" for the chipmaker. We wrap with Otter AI CEO Sam Liang on the company's 30-million-user milestone and its new "meeting context layer" for enterprises.Articles discussed on this episode: https://www.theinformation.com/articles/spacexs-starlink-makes-land-grab-amazon-threat-loomshttps://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalledhttps://www.theinformation.com/newsletters/ai-infrastructure/openais-stargate-issues-teach-anthropicSubscribe: 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/

Het was alweer even geleden. Maar misschien wordt dit wel weer de eerste keer dat we het hier weer vaak over moeten hebben: Trumps tarieven. Want Trump vangt bakzeil bij het hooggerechtshof: zijn tarieven blijken illegaal. Trump gebruikte een wet uit de jaren '70 voor een deel van z'n heffingen, en dat mocht niet oordeelde de rechter. De gevolgen ervan zijn nog lastig te overzien, maar we wagen een poging. Wat er ook van die uitspraak terecht gaat komen: die tarieven bleken sowieso al voor voor niks. Want het Amerikaanse handelstekort is groter dan ooit te voren. De reden: kunstmatige intelligentie. Dat één sector het handelsbeeld van een land volledig in de war schopt, is vrij uitzonderlijk. Of het ook een probleem is voor de VS, bespreken we deze aflevering. We richten de blik ook op Europa. Want na een jarenlange uitstroom uit Europese aandelen keert het tij: beleggers hebben er weer zin in. Het wordt ze in dat door AI-gedomineerde Amerika wat heet onder de voeten - dan liever die 'oude economie' van Europa. De maand februari stevent volgens de Financial Times af op een recordinstroom. Maar is het ook slim om je biezen in de VS te pakken, of loop je dan heel wat mis? Dat hoor je ook. Vertellen we je ook over: Nvidia, dat schroeft deal met OpenAI terug naar $30 miljard Detacheerder Brunel, dat deed het slechter dan verwacht, maar werd toch beloond De cijfers van blunderend Danone En die van Airbus, dat zelf spreekt van een 'mijlpaaljaar' De nare Duitse directeur van een Tesla-fabriek En een AI-bot legde op eigen houtje (?) Amazon Web Services plat. Te gast: Errol Keyner van de VEB 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. 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 BNR Zakendoen en 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

En el Radar Empresarial de hoy ponemos el foco en la posible entrada de Nvidia en el capital de OpenAI. Según informaciones publicadas por CNBC y Financial Times, el fabricante de semiconductores estaría valorando una inversión de hasta 30.000 millones de dólares en la compañía dirigida por Sam Altman. Esta operación se integraría en la actual ronda de financiación que impulsa la creadora de ChatGPT y que podría situar su valoración por encima de los 800.000 millones de dólares, consolidándola como una de las empresas tecnológicas más valiosas del mundo. Gran parte de los fondos captados se destinarían previsiblemente a la adquisición de chips de Nvidia, pieza clave para el desarrollo y entrenamiento de modelos de inteligencia artificial. Sin embargo, el anuncio ha reavivado el debate sobre cómo encaja esta inversión con el acuerdo de infraestructura que ambas compañías firmaron en septiembre pasado. CNBC sostiene, citando fuentes cercanas a la operación, que la inversión sería independiente de aquel pacto y que incluso podría ampliarse en futuras rondas siempre que respete el marco previamente acordado. La versión del Financial Times es distinta: el diario británico apunta a que esta nueva operación podría reemplazar el acuerdo cerrado el año anterior. En aquel entendimiento histórico, ambas tecnológicas contemplaban movilizar hasta 100.000 millones de dólares y desplegar al menos 10 gigavatios de capacidad de computación para los centros de datos de OpenAI. En los últimos meses, el consejero delegado de Nvidia, Jensen Huang, habría tomado distancia. En noviembre, la empresa advirtió en sus resultados trimestrales que no existía garantía de alcanzar un acuerdo definitivo. Pese a las especulaciones, la ronda de financiación sigue adelante y podría estructurarse en dos fases. En la primera participarían gigantes como Microsoft, Amazon y SoftBank, mientras que en una segunda etapa se sumarían otros inversores. Todo ello ha intensificado el debate sobre la valoración real de OpenAI, una cuestión que Altman ha defendido públicamente. La relación entre Nvidia y OpenAI, en cualquier caso, se remonta a 2010, cuando el fabricante suministró uno de sus primeros sistemas DGX para entrenar grandes redes neuronales.

OpenAI is reportedly getting close to closing a $100 billion deal, with backers including Amazon, Nvidia, SoftBank, and Microsoft. The deal would value the ChatGPT-maker at $850 billion. SoftBank's project would be among the largest and most expensive natural gas power plants. And, New York pulled a robotaxi expansion proposal that was viewed as a win for Waymo. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Start With a Win, Adam Contos sits down with John Tarnoff whose career story defies conventional wisdom and challenges everything we think we know about success, failure, and leadership in today's volatile workplace. What unfolds is a candid, thought-provoking conversation about reinvention, identity, and the invisible forces shaping modern careers - from boardrooms to break rooms. With sharp insights, unexpected truths, and moments that may make you rethink how you show up at work, this episode invites you to question old assumptions, confront uncomfortable realities, and imagine a more intentional path forward - both as a leader and as a professional navigating an uncertain future.John Tarnoff is an executive and career transition coach, speaker, and author who helps mid-career professionals build more meaningful, sustainable careers.  After a 35-year career as a film producer, studio executive, and tech entrepreneur—where he was fired 39% of the time—John learned how to turn setbacks into reinvention. At 50, he earned a master's degree in counseling psychology and built a global career coaching practice.John has led career workshops for MBA programs at UCLA Anderson and Cornell's SC Johnson College of Business, and coached leaders at companies including Bank of America, Bridgewater Associates, Levi Strauss, SoftBank, and TD Ameritrade.  He is a TEDx speaker, the author of the bestselling Boomer Reinvention, and the creator of the 3 Elements Careerbuilder Framework.00:00 Intro02:05 I'm not the problem?03:42 This process is outdated, do this instead.06:05 You work for them, they don't work for you!08:36 The more you do this, will build this, because of this!11:01 What are the real responsibilities of a senior leader?13:33 Three Elements Framework.20:31 How to reset?23:01 Closing advice…26:35 Write, write, write!===========================Subscribe and Listen to the Start With a Win Podcast HERE:

- Anthropic wart więcej niż większość gigantów- SoftBank znów na plusie- ByteDance generuje aktorów bez ich zgodyMasz pytanie do naszej redakcji? Możesz je zadać tutaj: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tally.so/r/npJBAV⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zawsze rano. Same fakty.5 najważniejszych wiadomości.5 minut.Wydarzenia ze świata, sportu, popkultury, technologii, środowiska i gospodarki.Ramówka:Poniedziałek: Ekonomicznie in BriefWtorek: Sport in BriefŚroda: PopCulture in BriefCzwartek: Technologicznie in Brief / Planet in BriefPiątek: World in BriefW aplikacji Voice House Club m.in.:✔️ Wszystkie formaty w jednym miejscu.✔️ Możesz przeczytać lub posłuchać.✔️ Transkrypcje odcinków z dodatkowymi materiałami wideo.

APAC stocks traded mixed amid the extremely thinned conditions due to the Lunar New Year holiday and in the absence of a lead from the US, where markets were closed for Washington's Birthday/Presidents Day.Nikkei 225 retreated shortly after the open with SoftBank and heavy industry stocks leading the declines, as the post-election euphoria petered out following the recent underwhelming GDP data. USD/JPY pulled back with pressure seen as risk sentiment in Japan deteriorated shortly after the open.US President Trump said he will be involved in the Iran talks indirectly and that Iran wants to make a deal, while he also stated that Iran "are bad negotiators" and he hopes they will be more reasonable in talks.European equity futures indicate a subdued cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with losses of 0.1% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Dec), German/EZ ZEW (Feb), US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks, US-Ukraine-Russia talks (Feb. 17th-18th). Speakers include Fed's Barr & Daly, Supply from Germany. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue, Antofagasta. Holiday: Chinese Spring Festival Golden Week (17-24 Feb).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

U.S. stocks give up an initial bounce as investors digest a mixed jobs report - the headline figure more than double expectations but growth for last year revised lower. German industrial giant Siemens raises its outlook after posting a 10% jump in first quarter orders, but Mercedes full year earnings more than halve as the automaker takes a €1 billion hit from tariff costs. And in Japan, Softbank notches a fourth straight quarter of profit, boosted by rising valuations of its stakes in AI giants Nvidia and Open AI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Zo erg als de vorige keer was het nog net niet, maar het was toch weer een horrordag voor Adyen en hun beleggers. Het aandeel verloor een vijfde van z'n waarde. En dat allemaal dankzij een paar tegenvallers. De omzet was totaal niet naar verwachting. Waar de CFO in november nog uitging van 20 tot 25 procent, kwam die uit op 17. Wanneer gaat Adyen écht leren hoe goed verwachtingsmanagement werkt? Of zijn het de beleggers die veel te veel fantaseren? Dat hoor je in deze aflevering. Verder hebben we het over het duo dat afscheid van elkaar nam, maar toch tegelijk met de cijfers komt. Unilever en Magnum. Die eerste sluit het jaar prima af, maar wel met de sidenote dat het verkopen van onderdelen vrij duur blijkt. En ook Magnum voelt daar de kosten van. Dat draait op de voor de kosten van de afsplitsing en dat is toch wel even slikken voor beleggers. Je hoort ook nog over Box 3. Schoorvoetend stemt de Tweede Kamer in met een vernieuwing van de belasting op jouw aandelen en obligaties. We vertellen je wat de veranderingen voor jou betekenen. En dan kom je ook nog te weten wie Apple achterna komt omdat het bedrijf 'te links' zou zijn. Wie zou dat toch zijn???? Te gast: Hans Oudshoorn van Saxo BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. 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 BNR Zakendoen en 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. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

In today's Tech3 from Moneycontrol, we unpack a reset inside India's GCC ecosystem as over 6,000 jobs were cut even while record hiring continued. We also track why Indian IT stocks remain under pressure amid growing AI driven economic concerns. Plus, the government's evolving stance on liability for AI generated content, and SoftBank's latest results boosted by gains linked to OpenAI.

SoftBank Group reports a return to profitability due to strategic investments in artificial intelligence. The company has diversified its portfolio with AI-driven startups across healthcare, finance, and consumer technology. These investments aim to reduce risk and maximize returns as AI technology integrates into various sectors. Challenges include rapid technological advancement and ethical concerns like data privacy and algorithmic bias. SoftBank's approach positions it to capitalize on AI's growth, impacting economic and societal progress.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

S&P futures are pointing to a slightly higher open today. Asian markets ended mostly higher on Tuesday. Japan's Nikkei climbed +2.4% to a record high for the second consecutive session, driven by a post-election rally and a +10% gain in Softbank. South Korea and Taiwan also posted gains, supported by optimism over potential tariff reprieves. European markets are narrowly mixed in early trading. Companies Mentioned: Clear Channel Outdoor, Stripe

Send us a textJoin hosts Ben Kornell and Alex Sarlin, joined by special co-host Mike Palmer, host of Trending in Ed, as they break down the biggest stories shaping AI, K–12 policy, higher education, and the global future of education.✨ Episode Highlights:[00:03:34] SchoolAI study shows teachers using AI for reasoning and inquiry [00:09:58] Denver Public Schools blocks ChatGPT over safety and privacy concerns [00:12:20] SoftBank invests another $30B in OpenAI as ads roll out [00:13:24] Gemini and Anthropic lead the race for AI in education [00:20:36] China launches nationwide AI literacy for K–12 [00:29:58] Most U.S. states still lack formal AI guidance for schools [00:33:13] Phone bans spread rapidly across schools [00:38:44] Higher ed enrollment rebounds but retention remains weakPlus, special guests:[00:46:19] Jeremy Smith, CEO and Co-founder of pega6, on one-year AI-first career accelerators [01:11:29] Stewart Brown, K–12 Computer Science and AI Literacy Leader at Code4Kids, on CS as a core elementary subject

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to S jobs and CPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to International Energy Week in London. In Asia – a look ahead to Softbank Earnings. See omnystudio.com/listener for privacy information.

Bloomberg Daybreak Weekend with Host Nathan Hager take a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to S jobs and CPI data, along with a focus on 3 stocks for the week ahead. In the UK – a look ahead to International Energy Week in London. In Asia – a look ahead to Softbank Earnings. See omnystudio.com/listener for privacy information.

Episode 60: Revolutionizing and Democratizing Autonomous Driving  Alex Kendall, founder and CEO of Wayve, a UK-based company with $1.3 billion of funding from Microsoft, NVIDIA, Softbank and Uber, discusses Wayve’s head start in end-to-end AI for driving, its efficient training and run-time architecture, and its suitability to any car manufacturer.  00:00 Welcome to Tech Cars Machines  01:32 Introduction to Alex Kendall and Wayve  02:00 Wayve’s Autonomous Technology Explained  04:21 The End-to-End AI Approach  06:54 Wayve’s Data Efficiency and Learning  09:13 Alex Kendall’s Background and Journey  12:07 Wayve’s Path to Commercialization  23:22 Wayve’s Competitive Edge and Market Position  25:41 Adoption and Consumer Perception of Autonomous Vehicles  31:56 Customization and OEM Integration  35:51 Future of Autonomous Driving and Industry Impact 

As Meta and Microsoft report earnings, markets are sending a mixed but revealing signal about AI: this doesn't look like a classic bubble fear so much as a judgment about who's winning the AI narrative. Meta is rewarded for aggressive spending paired with visible revenue impact, while Microsoft is punished for caution and slowing cloud growth despite massive backlog demand. The takeaway isn't that investors are fleeing AI—it's that they're increasingly selective about which AI stories they believe will convert spending into growth. In the headlines: SoftBank eyes another $30B into OpenAI, ServiceNow deepens its Anthropic partnership, Microsoft scrambles to respond to Claude Cowork, Google upgrades Chrome with agentic browsing, and Tesla invests $2B into xAI.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://zencoder.ai/zenflow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Optimizely Opal - The agent orchestration platform build for marketers - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.optimizely.com/theaidailybrief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Section - Build an AI workforce at scale - ⁠⁠⁠⁠⁠⁠https://www.sectionai.com/⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

En el episodio de VG Daily de hoy, Eugenio Garibay y Juan Manuel de los Reyes analizan un cierre de semana lleno de noticias clave para los mercados, como la elección del nuevo presidente de la Reserva Federal, los movimientos en el ecosistema de inteligencia artificial con OpenAI buscando nuevos inversionistas, y los resultados financieros de Apple, en un contexto marcado por nuevos datos de inflación en Estados Unidos.El episodio arranca con la discusión sobre la sucesión en la Fed, un tema que el mercado sigue de cerca por su impacto en tasas, crédito y expectativas económicas. Luego, los hosts revisan el nuevo capítulo en la historia de OpenAI, que busca capital fresco con el interés de gigantes como Amazon y SoftBank, confirmando que la carrera por el liderazgo en IA sigue acelerando. Posteriormente, se enfocan en el reporte trimestral de Apple, con especial atención al desempeño del iPhone, asi como los ingresos por servicios y cierran con los recientes datos del índice de precios al productor, que aportan nuevas señales sobre la trayectoria de la inflación y los próximos pasos de la política monetaria.El hilo conductor del episodio es la intersección entre política monetaria, tecnología y expectativas de crecimiento. Una conversación ideal para entender cómo estos frentes definen el rumbo de los mercados globales al comenzar 2026.

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Decagon's $250M Round Triples Valuation to $4.5B01:17 - xAI Gets $2B From Tesla After $20B Series E02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T03:52 - SpaceX Starship V3 Heads for Mid-March04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year05:19 - Richard Socher's Recursive Talks $4B Valuation and Big Compute Spend06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 202813:02 - Moonshot's Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B13:53 - OpenAI Preps for Q4 2026 IPO14:32 - OpenAI's $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred

A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast.     Plus: one longtime market veteran joined the team with his expectations around today's Fed decision - while David and Carl broke down today's biggest movers, from Softbank to AT&T.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall.  The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and the path ahead for monetary policy. Also in focus: Amazon to cut 16,000 additional jobs, Starbucks among the earnings winners, sources tell David that SoftBank is close to investing an additional $30 billion in OpenAI, President Donald Trump's weaker dollar message, First Lady Melania Trump rings the opening bell at the NYSE.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jean-Michel Valantin, docteur en sociologie de la défense et chercheur sur la stratégie américaine, il est également l'auteur de Hyper guerre. Enfin il collabore avec le think tank The Red Team Analysis Society. Spécialiste des mutations géopolitiques et de l'impact des ressources énergétiques sur les relations internationales, il décrypte ici les fractures profondes du monde contemporain.Dans cet épisode, nous parlons de guerre, bien sûr – mais pas seulement de celle que l'on voit. J'ai questionné Jean-Michel Valantin sur les tensions invisibles qui redessinent la carte du pouvoir mondial : influence chinoise en Amérique latine, remilitarisation de l'Europe, rôle stratégique du Groenland, retour des zones d'influence, montée en puissance des technologies comme l'IA ou le lithium, effondrement du droit international, brutalité de la doctrine Trump...Trump n'est pas si fou. en réalité vou sallez l'entendre.Ensemble, nous décortiquons un basculement historique majeur : celui d'un monde qui ne croit plus à la paix, ni à la coopération, mais à la force. Un monde qui revient aux logiques de confrontation, de territoire, de contrôle des matières premières. Un monde que l'Europe, trop longtemps désarmée intellectuellement et militairement, peine à comprendre – et donc à affronter.Citations marquantes« Le droit sans la force n'est qu'impuissance. »« On a cru à la fable de Fukuyama sur la fin de l'Histoire. »« Le président Trump ne joue pas, il applique une stratégie parfaitement cohérente. »« Le Venezuela, c'est le retour d'un monde où les États s'arrogent des zones d'influence. »« L'Arctique est devenu une zone stratégique, avec tous les appétits qu'elle suscite. »Idées centrales discutées 1. La guerre est de retour – mais sous de nouvelles formesTimestamp ~00:01:10Ce n'est plus seulement des conflits armés : c'est la militarisation de l'économie, des réseaux sociaux, de l'information.

Jean-Michel Valantin, docteur en sociologie de la défense et chercheur sur la stratégie américaine, il est également l'auteur de Hyper guerre. Enfin il collabore avec le think tank The Red Team Analysis Society. Spécialiste des mutations géopolitiques et de l'impact des ressources énergétiques sur les relations internationales, il décrypte ici les fractures profondes du monde contemporain.Dans cet épisode, nous parlons de guerre, bien sûr – mais pas seulement de celle que l'on voit. J'ai questionné Jean-Michel Valantin sur les tensions invisibles qui redessinent la carte du pouvoir mondial : influence chinoise en Amérique latine, remilitarisation de l'Europe, rôle stratégique du Groenland, retour des zones d'influence, montée en puissance des technologies comme l'IA ou le lithium, effondrement du droit international, brutalité de la doctrine Trump...Trump n'est pas si fou. en réalité vou sallez l'entendre.Ensemble, nous décortiquons un basculement historique majeur : celui d'un monde qui ne croit plus à la paix, ni à la coopération, mais à la force. Un monde qui revient aux logiques de confrontation, de territoire, de contrôle des matières premières. Un monde que l'Europe, trop longtemps désarmée intellectuellement et militairement, peine à comprendre – et donc à affronter.Citations marquantes« Le droit sans la force n'est qu'impuissance. »« On a cru à la fable de Fukuyama sur la fin de l'Histoire. »« Le président Trump ne joue pas, il applique une stratégie parfaitement cohérente. »« Le Venezuela, c'est le retour d'un monde où les États s'arrogent des zones d'influence. »« L'Arctique est devenu une zone stratégique, avec tous les appétits qu'elle suscite. »Idées centrales discutées 1. La guerre est de retour – mais sous de nouvelles formesTimestamp ~00:01:10Ce n'est plus seulement des conflits armés : c'est la militarisation de l'économie, des réseaux sociaux, de l'information.

★月200円で読み放題★スタンダードコース（月額1,980円）が4カ月間は月額200円！https://digital.asahi.com/pr/cp/2026/spr/?ref=cp2026spr_podcast_gaiyoran※初めてお申し込みの方限定です【番組内容】 第78回全国高校バスケットボール選手権大会（SoftBank ウインターカップ2025）が、2025年12月に行われました。男子は序盤から激しい戦いが続きました。優勝した福岡大大濠と、準優勝の東山を中心に各校の試合を振り返ります。選手たちの声も交えながらお届けします。 ※スタジオでの収録は、2026年1月15日に行いました。バスケ通信―クラッチタイム（バスクラ）の過去回はこちら（ https://bit.ly/49fLo67 ）。 プレイリスト（ https://buff.ly/4iNnkOj ）。 女子の振り返りは「ニュースの現場から」配信しています↓大阪薫英が初優勝　今度はハマったディフェンス戦略（ウインターカップ女子） #2132https://buff.ly/LoSgRTU　 【関連記事】WC初連覇の福岡大大濠　「パズル」を完成させた3年生の泥臭い貢献https://www.asahi.com/articles/ASTDY3RGRTDYUTQP008M.html?iref=omny　「八村2世」16歳の代表候補白谷柱誠ジャックがみせた新たな武器https://www.asahi.com/articles/ASTDV3CLRTDVUTQP00FM.html?iref=omny　 笑顔で決勝まで戦った東山の主将　スラムダンク奨学金で新たな挑戦へhttps://www.asahi.com/articles/ASV1F1TTKV1FUTQP01FM.html?iref=omny　 【出演・スタッフ】清水優志（スポーツ部）https://x.com/wakashimizu松本龍三郎（スポーツ部） https://x.com/asahi_bballinfo ／ https://buff.ly/lpil4Q8松本麻美（メディア事業本部・スポーツ事業部） https://x.com/Asa_asa_sports MC・音源編集　堀江麻友　https://bit.ly/4kepWoO 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします！ http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter See omnystudio.com/listener for privacy information.