Podcasts about Software

With the second part of last week's Security Dojo, Baer shows you the stand alone software on the NHP Series Access Control; Entry Guard. Baer dives in to how to discover the controller, configure the controller and details the features of the license-free stand alone software. Find the NHP Series at : https://hanwhavisionamerica.com/oncafe/products/ Like Follow and SubscribeFind education at : https://www.bethebettertech.com/ Follow on IG @securitytodaypodcast and @unclebaer_

Goldman Sachs Research's Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research's Top of Mind report, Will AI eat software? This episode was recorded on March 10, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

In boardrooms across the world, the tone of executive conversations has shifted. Where once the dominant themes were growth, expansion and digital transformation, today the language is more cautious: resilience, cost control, supply risk, and operational visibility. The global economy is entering one of those periods where volatility becomes the defining feature rather than the exception. Inflationary pressure, supply chain disruption, energy shocks, and geopolitical fragmentation have created an environment in which corporate leaders are being asked to do something extremely difficult: spend less, but operate smarter. For many organisations, the largest opportunity to accomplish this goal sits in a place that historically received far less executive attention than product, finance, marketing or sales – procurement. Procurement has traditionally been viewed as an operational function tasked with negotiating prices and managing supplier relationships. But that perception is increasingly outdated. In an era defined by supply chain fragility and cost scrutiny, procurement is rapidly emerging as one of the most strategic levers available to the modern enterprise. And at the heart of that transformation lies a new generation of source-to-pay procurement platforms that promise something executives have long struggled to achieve: real-time control over how money actually leaves the business. When companies experience economic headwinds, the first instinct is usually to freeze hiring or cut discretionary spending. While those actions may deliver short-term relief, they rarely address the deeper structural problem – a lack of visibility into where capital and operational expenditure are truly going. Many large organisations still rely on fragmented purchasing systems, spreadsheets, email approvals and manual invoice processing. The result is predictable: hidden spending, duplicated suppliers, inconsistent contract compliance and a procurement function that struggles to provide accurate insight into enterprise wide expenditure. Source-to-pay technology is designed to eliminate that opacity. A modern source-to-pay platform integrates every stage of the procurement lifecycle into a single digital workflow, beginning with supplier discovery and strategic sourcing and continuing through contracting, purchasing, invoicing and payment. Instead of procurement existing as a patchwork of disconnected processes, the entire spend ecosystem becomes structured, trackable and measurable. This shift is particularly powerful when it comes to capital expenditure. Capex decisions often involve large, multi-departmental investments, infrastructure upgrades, manufacturing equipment, technology deployments that can stretch across months or even years. Without centralised visibility, organisations frequently underestimate the long-term financial impact of these commitments or fail to capture economies of scale when negotiating with suppliers. Source-to-pay systems introduce discipline into these decisions by standardising approval processes, linking procurement activity directly to financial planning, and capturing every data point associated with the investment. Executives are no longer forced to rely on retrospective reporting to understand capital allocation. Instead, they can evaluate spending patterns as they emerge, allowing finance leaders to align procurement activity more closely with strategic priorities. Operational expenditure presents a different but equally challenging problem. OpEx tends to accumulate gradually through thousands of small purchasing decisions made across departments. Software subscriptions, consulting engagements, marketing services, office equipment, logistics contracts, individually these costs may appear modest, but collectively they can represent a significant portion of an organisation's annual budget. The challenge is not simply the magnitude of the spend but the fragmentation of the data surrounding it. In many compan...

Topics covered in this episode: Setting up a Python monorepo with uv workspaces cattrs: Flexible Object Serialization and Validation Learning to program in the AI age VS Code extension for FastAPI and friends Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Training The Complete pytest Course Patreon Supporters Connect with the hosts Michael: @mkennedy@fosstodon.org / @mkennedy.codes (bsky) Brian: @brianokken@fosstodon.org / @brianokken.bsky.social Show: @pythonbytes@fosstodon.org / @pythonbytes.fm (bsky) Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Monday at 11am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Brian #1: Setting up a Python monorepo with uv workspaces Dennis Traub The 3 things Give the Root a Distinct Name Use workspace = true for Inter-Package Deps Use importlib Mode for pytest Michael #2: cattrs: Flexible Object Serialization and Validation cattrs is a Swiss Army knife for (un)structuring and validating data in Python. A natural alternative/follow on from DataClass Wizard Converts to ←→ from dictionaries cattrs also focuses on functional composition and not coupling your data model to its serialization and validation rules. When you're handed unstructured data (by your network, file system, database, …), cattrs helps to convert this data into trustworthy structured data. Batteries Included: cattrs comes with pre-configured converters for a number of serialization libraries, including JSON (standard library, orjson, UltraJSON), msgpack, cbor2, bson, PyYAML, tomlkit and msgspec (supports only JSON at this time). Brian #3: Learning to program in the AI age Jose Blanca “I teach a couple of introductory Python courses and I've been thinking about which advice to give to my students, that are studying how to program for the first time. I have collected my ideas in these blog posts” Why learning to program is as useful as ever, even with powerful AI tools available. How to use AI as a tutor rather than a shortcut, and why practice remains the key to real understanding. What the real learning objectives are: mental models, managing complexity, and thinking like a software developer. Michael #4: VS Code extension for FastAPI and friends Enhances the FastAPI development experience in Visual Studio Code Path Operation Explorer: Provides a hierarchical tree view of all FastAPI routes in your application. Search for routes: Use the Command Palette and quickly search for routes by path, method, or name. CodeLens links appear above HTTP client calls like client.get('/items'), letting you jump directly to the matching route definition. Deploy your application directly to FastAPI Cloud from the status bar with zero config. View real-time logs from your FastAPI Cloud deployed applications directly within VS Code. Install from Marketplace. Extras Brian: Guido van Rossum interviews key Python developers from the first 25 years Interview with Brett Cannon Interview with Thomas Wouters Michael: IntelliJ IDEA: The Documentary | An origin story video Cursor Joined the ACP Registry and Is Now Live in Your JetBrains IDE What hyper-personal software looks like I'm doing in-person training again (limited scope): On-site, hands-on AI engineering enablement for software teams with Michael Joke: Saas is dead

Russell Kaplan, co-founder of Cognition — the company behind Devin — and previously at Scale AI and Tesla, joins the podcast to discuss what “software abundance” could mean for government. Our conversation covers… Why government software is so broken — Despite spending over $100B annually on IT, critical systems at agencies like the Social Security Administration and U.S. Department of the Treasury still run on decades-old code that few engineers know how to modify. How two-year software projects become three-week ones — why AI agents are particularly good at the painful migration and modernization work engineers tend to avoid. What “software abundance” actually means — AI agents can handle the tedious work of switching systems 24/7, collapsing the switching costs, and forcing software vendors to compete on value rather than locking customers into outdated systems. AI for cybersecurity — From triaging massive vulnerability backlogs to automatically fixing CVEs, AI will be essential for defending critical infrastructure as attackers gain the same tools. The coming “post-coding” world — As models converge in capability, the key bottleneck shifts from writing code to understanding problems, reviewing systems, and deciding what should be built in the first place. Plus, the future of procurement in an AI world, fraud detection in government datasets, the DMV as a software problem, and why Kaplan thinks the real skill of the future is knowing which problems matter. Thanks so much to Cognition for sponsoring this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a recap of the top 10 posts on Hacker News on March 08, 2026. This podcast was generated by wondercraft.ai (00:30): Ask HN: Please restrict new accounts from postingOriginal post: https://news.ycombinator.com/item?id=47300329&utm_source=wondercraft_ai(01:56): Agent Safehouse – macOS-native sandboxing for local agentsOriginal post: https://news.ycombinator.com/item?id=47301085&utm_source=wondercraft_ai(03:22): FrameBookOriginal post: https://news.ycombinator.com/item?id=47298044&utm_source=wondercraft_ai(04:48): Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortageOriginal post: https://news.ycombinator.com/item?id=47296302&utm_source=wondercraft_ai(06:14): The changing goalposts of AGI and timelinesOriginal post: https://news.ycombinator.com/item?id=47299009&utm_source=wondercraft_ai(07:41): Ask HN: How to be alone?Original post: https://news.ycombinator.com/item?id=47296547&utm_source=wondercraft_ai(09:07): Cloud VM benchmarks 2026Original post: https://news.ycombinator.com/item?id=47293119&utm_source=wondercraft_ai(10:33): I ported Linux to the PS5 and turned it into a Steam MachineOriginal post: https://news.ycombinator.com/item?id=47296849&utm_source=wondercraft_ai(11:59): LibreOffice Writer now supports MarkdownOriginal post: https://news.ycombinator.com/item?id=47298885&utm_source=wondercraft_ai(13:26): Warn about PyPy being unmaintainedOriginal post: https://news.ycombinator.com/item?id=47293415&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Este episodio es posible gracias a HolaflyCon los planes de datos internacionales de Holafly tendrás internet en más de 170 destinos.Olvídate de buscar WiFi o pagar cargos extra: solo disfruta tu viaje conectado.Conoce los planes de Holaflyhttps://esim.holafly.com/es/?utm_source=podcast&utm_medium=newsletter&utm_campaign=itnigEn este episodio del podcast de Itnig hablamos con David Sanmartín, uno de los siete cofundadores de Nothing, para entender cómo se construye una compañía de hardware desde Europa en un mercado dominado por gigantes. David cuenta el salto desde OnePlus a Nothing, y repasa los hitos recientes: crecimiento, convertirse en unicornio y la ronda que les llevó a una valoración de ~1.3B. Profundizamos en dónde está la diferenciación real cuando casi todos compiten con los mismos componentes: diseño, software y una filosofía de producto que evita el “specs por precio”. También entramos en su visión de IA: un sistema operativo que se adapte al usuario (no al revés), y productos como Essential Space y Essential Playground para automatizar recordatorios y permitir “live coding” de widgets con IA.Entramos también en lo que no se ve: fabricación, cadena de suministro, por qué no tiene sentido sacar un flagship cada año, y cómo se mueve una marca de hardware entre retailers, marketplaces y operadores. David nos explica cómo trabajan mercados como España, Alemania e India, y el impacto de logística, transporte y aranceles en una industria donde el tiempo importa tanto como el margen.

Je bestelde pakketje is elk moment te volgen. De infuuspomp in het ziekenhuis? Vaak niet. Dat kost verpleegkundigen dagelijks 15 tot 60 minuten, terwijl ze zoeken naar de juiste apparatuur. Track and trace-technologie biedt een oplossing. Met digitale tags, barcodes en slimme software weet je op elk moment waar het medische hulpmiddel is dat je nodig hebt. Technologie die in de logistiek en transportsector al jaren gebruikt wordt, maar in de zorg nu pas het verschil lijkt te maken. In deze aflevering van BNR Beter spreekt Nina van den Dungen met Martijn de Vries, innovatiemanager Medische Technologie bij UMC Utrecht, en Martin de Jong, directeur van CoperniCare. Het UMC Utrecht ontwikkelde een eigen systeem waarmee dagelijks al ruim 5000 apparaten worden gevolgd, van infuuspompen tot ziekenhuisbedden. CoperniCare beheert de zorglogistiek van 26 Nederlandse zorginstellingen en ziet voorraadniveaus met 10 tot 15 procent dalen na invoering. In deze aflevering gaat het over hoe de technologie werkt, wat het oplevert en waarom ziekenhuisbestuurders track and trace nog te weinig als strategisch onderwerp zien. En de volgende stap: Robots die de fysieke logistiek overnemen en een ziekenhuis dat zichzelf leert voorspellen. Over BNR Beter BNR Beter is het wekelijkse programma van BNR Nieuwsradio over een toekomstbestendige zorgsector. Elke week bespreekt presentator Nina van den Dungen met zorgprofessionals, ondernemers en beleidsmakers hoe de Nederlandse zorg met technologie, innovatie, regelgeving en wetenschap beter kan worden. BNR Beter is elke maandag om 15:30 op de radio te beluisteren bij BNR Nieuwsradio, en vanaf dat moment ook als podcast via deze feed. See omnystudio.com/listener for privacy information.

This is a recap of the top 10 posts on Hacker News on March 07, 2026. This podcast was generated by wondercraft.ai (00:30): Tell HN: I'm 60 years old. Claude Code has re-ignited a passionOriginal post: https://news.ycombinator.com/item?id=47282777&utm_source=wondercraft_ai(01:56): LLMs work best when the user defines their acceptance criteria firstOriginal post: https://news.ycombinator.com/item?id=47283337&utm_source=wondercraft_ai(03:23): Uploading Pirated Books via BitTorrent Qualifies as Fair Use, Meta ArguesOriginal post: https://news.ycombinator.com/item?id=47285960&utm_source=wondercraft_ai(04:49): Ki Editor - an editor that operates on the ASTOriginal post: https://news.ycombinator.com/item?id=47286311&utm_source=wondercraft_ai(06:16): UUID package coming to Go standard libraryOriginal post: https://news.ycombinator.com/item?id=47283665&utm_source=wondercraft_ai(07:43): Put the zip code firstOriginal post: https://news.ycombinator.com/item?id=47292485&utm_source=wondercraft_ai(09:09): Effort to prevent government officials from engaging in prediction marketsOriginal post: https://news.ycombinator.com/item?id=47291406&utm_source=wondercraft_ai(10:36): A decade of Docker containersOriginal post: https://news.ycombinator.com/item?id=47289311&utm_source=wondercraft_ai(12:02): CasNumOriginal post: https://news.ycombinator.com/item?id=47291292&utm_source=wondercraft_ai(13:29): Yoghurt delivery women combatting loneliness in JapanOriginal post: https://news.ycombinator.com/item?id=47287344&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

This is a recap of the top 10 posts on Hacker News on March 06, 2026. This podcast was generated by wondercraft.ai (00:30): Global warming has accelerated significantlyOriginal post: https://news.ycombinator.com/item?id=47275088&utm_source=wondercraft_ai(01:57): System76 on Age Verification LawsOriginal post: https://news.ycombinator.com/item?id=47270784&utm_source=wondercraft_ai(03:24): Tech employment now significantly worse than the 2008 or 2020 recessionsOriginal post: https://news.ycombinator.com/item?id=47278426&utm_source=wondercraft_ai(04:51): Where things stand with the Department of WarOriginal post: https://news.ycombinator.com/item?id=47269263&utm_source=wondercraft_ai(06:19): Workers who love ‘synergizing paradigms' might be bad at their jobsOriginal post: https://news.ycombinator.com/item?id=47274676&utm_source=wondercraft_ai(07:46): Hardening Firefox with Anthropic's Red TeamOriginal post: https://news.ycombinator.com/item?id=47273854&utm_source=wondercraft_ai(09:13): US economy unexpectedly sheds 92k jobs in FebruaryOriginal post: https://news.ycombinator.com/item?id=47275035&utm_source=wondercraft_ai(10:41): Tell HN: I'm 60 years old. Claude Code has ignited a passion againOriginal post: https://news.ycombinator.com/item?id=47282777&utm_source=wondercraft_ai(12:08): LibreSprite – open-source pixel art editorOriginal post: https://news.ycombinator.com/item?id=47272799&utm_source=wondercraft_ai(13:35): Plasma Bigscreen – 10-foot interface for KDE plasmaOriginal post: https://news.ycombinator.com/item?id=47282736&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

פרק מספר 512 (חזקה תשיעית!) של רברס עם פלטפורמה - קרבורטור מספר 40, שהוקלט ב-24 בפברואר 2026. נכון למועד ההקלטה עדיין אין מלחמה [לא התיישן טוב…], ואורי ורן מארחים את הנביא האורח נתי שלום לשיחה, דיונים, וויכוחים ותחזיות (דיסטופיות ברובן) על עולם שבו ה-AI כבר לא רק כותב קוד, אלא מחליף את המציאות כפי שהכרנו אותה. [01:58] "משהו גדול קורה": הניתוח של Matt Shumerבלוג-פוסט של המפתח Matt Shumer, שנקרא Something Big is Happening התפרסם בלא מעט מקומות והיכה גלים.מעבר מסקפטיות מוחלטת ("זה בחיים לא יעבוד") למצב שבו המודל עושה את כל עבודת הקידוד שלו.נתי - מה שמעניין פה זה הניתוח של שוק העבודה, ואיך נראה שוק ה-Hiring כפי שהוא היום.הדיבורים על "הכתובת על הקיר" זה כבר פאסה – "הכתובת היא כבר בכיס כמעט". הנתונים מראים ירידה משמעותית ב-Hiring שהתחילה כבר משנת 2025 ונמשכת לתוך 2026.“זה קורה עכשיו - ועכשיו אתה צריך לבחור באיזה צד אתה נמצא: הצד המרוויח או הצד הנפגע”.רן מדגיש שזה לא רק למפתחים – גם עורכי דין ורואי חשבון ובכל שאר המקצועות צריכים להחליט באיזה צד הם. יש כאן (לפחות) שני אספקטים עיקריים - איך אנחנו רואים את שוק התוכנה, ואז זה משפיע על כל שאר שוק העבודה.אורי - אנחנו רואים את ההשפעה מבפנים, בתוך שוק התוכנה. האם ישנן תעשיות שלא מושפעות עדיין, או לפחות לא מרגישות את זה?למשל יוצאי יחידות טכנולוגיות שמאוד מבוקשים בשוק, אבל ארגונים בטחוניים לא יכולים להכניס הרבה מהטכנולוגיות Cutting-edge הללו, לפחות לא בקצב שהן יוצאות.מועמדים כאלה אולי פתאום לא מתאימים בדיוק לעולם שרץ “בחוץ”.נתי משתף סיפור אישי/מקצועי על שיר אלגום, שנדחתה ממשרה ב-HR כי לא הכירה מספיק AI, ובתגובה הפכה למומחית שמרצה ב-Amazon.שינוי גישה: "העולם השתנה, הבנתי, אני עכשיו באירוע".אורי ונתי מחפשים השוואות למהפכות קודמות, ולא בטוחים אם יש כאלו בדיוק - מעבר משימוש ב-Intellect האנושי כדי לייצר יתרון - למצב בו "ה-Intellect עובר קומודיטיזציה".אין יותר Job security בהייטק המסורתי, וחזרה לכיוון של מקצועות יותר “מסורתיים”, פיזיים.[10:17] עידן ה-Agents וה-+Resumeנתי - קונספט של “Professional Agents”: מומחים כבר לא מוכרים את עצמם כעובדים, אלא כסוכנים, או ככאלה שמתמחים ביצירת סוכנים.סוכן הוא כמו ילד – צריך לגדל אותו ולשכלל אותו, דורש הרבה Nurturing.רן - ספציפית: מדברים על מעצבים, רואי-חשבון - מקצועות ספציפיים, שהם אולי לא חלק מהליבה של החברה, אבל נמצאים בכל חברה.נתי - דוגמא של Marketing: אם מישהו כבר הכין את רוב ה-Workflows מראש, זה משהו שאני מוכן לשלם עליו.אורי מציין שגם בגידול של ילד באיזשהו שלב עוברים ל-Outsourcing יותר ויותר . . . חברות עוברות לתת שירות של סוכן יחד עם “גידול סוכנים” ושכלול שלהם: סוכן + משהו שמתחזק אותו ומתאים אותו לצרכים שלך.הבשורה טובה: יש לאן להתפתח - בכל פעם שחסמי-כניסה יורדים, נפתחים תחומים חדשיםאורי ונתי קצת חלוקים על הנקודה, אבל זה דומה למה שהיה בתחילת ימי ה-SaaS, שאולי לא היה קיים אם לא היה Cloud, לפחות לא בקצב וב-Scale, שקודם לכן היה שמור לארגונים מאוד גדולים ולא לסטארטאפים.דוגמא דומה היא Big-Data.נתי אומר שהורדת חסמי-הכניסה תכניס הרבה גורמים חדשים לתחום, לאו דווקא רק מכיוון של מדעי-המחשב.אורי - השוני במהפכה הזו הוא שיש מצב שבו סוכן יכול לייצר סוכן יותר טוב . . . נתי מפריד בין מוצרים “גנריים” - יש את המודלים של Anthropic ו-OpenAI ומשפחות המוצרים הנגזרות וכו' - ובין ה”OpenClaw למיניהם”, שהם גרסא פשוטה יותר וזולה יותר, יחד עם קוד-פתוח ומוצרים בסגנון הזה.רן משווה את המאבק בין מודלים גנריים (כמו Anthropic) למודלים פתוחים (כמו OpenClaw) ל-"האנדרואיד לעומת האייפון".נתי מדבר על ראיון העבודה העתידי: “עובדים יבואו עם ה-10X של עצמם”: מועמדים לא יבואו עם קורות חיים, אלא עם רזומה פלוס – צוות סוכנים שבנו ושיודעים לשכלל להם את העבודה.בשנה-שנתיים-שלוש הקרובות, אלו שיעשו את הקפיצה ויבנו את הסוכנים וידעו להגיע עם זה לראיון עבודה - זו יכולה להיות הזדמנות לגדול ולהתבסס.אבל - אנחנו לא יודעים כמה ומי הולך להיפגע: “יהיה פה מצב של ירידה לטובת עלייה”.[17:03] “אז מה יכול לקרות?”: הסינגולריות והמתכנת האחרוןרן מעלה את השאלה המפחידה: האם כל הניסיון שצברנו כמפתחים הלך לפח? השנים הקרובות כנראה הולכות להיות מבלבלות, אבל ננסה להסתכל מעבר לזה.האם לא יהיו יותר מתכנתים, כי לא צריך - או שיהיו הרבה יותר מתכנתים והרבה יותר תוכנה, אבל מקצוע התכנות יראה אחרת?נתי חוזה ירידה למען עלייה - אבל בשונה מהמעבר ל-Cloud-Native למשל, שלקח בערך 10 שנים (ולא נגמר…), כאן הקצב הרבה יותר מהיר (התעשייה השתנתה בתוך שנה).זוכרים את “כולם משתמשים ב-AI, אבל לא רואים את ה-ROI”? זה היה בתחילת 2025 . . . מאז הסטטיסטיקות התחילו להשתנות.רן - “אם לפני שנה הייתי נותן ל-Agent משימות קידוד קטנות, ולפעמים זה מצליח ולפעעמים זה לא - היום זה עולם אחר לגמרי”.אז יכנסו יותר מעגלי-אוכלוסיה לתחום - אבל הצד השלילי הוא הירידה שלפני: כמות האנשים שדרושים למשימות שיש היום, עד שיווצר ה-Demand החדש, תגרום להרבה אנשים למצוא את עצמם “מחוץ למעגל”.מדינות תצטרכנה איכשהו לספוג את הירידה הזו - מימון הכשרות, תקופות הסתגלות וכו' - אחרת זו בדיוק הסביבה למהפכות והתדרדרות למקומות יותר בעייתיים.ולא שהסדר העולמי מסביב שליו ורגוע גם ככה [נתכתב מהממ”ד במהלך מלחמה באירן…].אורי - כבר רואים התחלה של “כלכלת סיליקון”, ומדינות nתחילות לחשוב על מאגרי הChip-ים שלהן . . . נתי מזכיר פרק של All-In, שמדבר על תחזיות מאוד אופטימיות, ועל פניו קצת מנותקות - “המון הזדמנויות והכל יהיה בסדר”, בזמן שמי שבתחום יודע שזה לא ממש ככה.נראה שב-Silicon Valley יש בעיקר התעלמות - חוגגים בתוך מעגל מאוד מצומצם.נתי מציע לחשוב על זה כמו על קורונה [במובן החיובי…] - נצטרך התערבות חיצונית כדי לעבור את הגל הזה.רן תוהה האם - בדומה לקורונה - גם התקופה הזו גם תיהיה קטליזטור לתאוריות קונספירציה שעוד תבואנה . . . אורי - מצד שני, גם תרבות הפנאי התפתחה מאוד בתקופת הקורונה, אולי שוב מישהו אחר עושה את העבודה ואז יש יותר פנאי?רן - כבר היום, כשאני מפתח, אני מספיק הרבה יותר, בהרבה פחות זמן. אז אנחנו מייצרים הרבה יותר תוכנה . . .אורי - אבל אז ה-bottlenecks עוברים למקומות אחרים.רן - OpenAI הזכירו, לגבי הפיתוח של Codex 5.3 – שהמודל פותח בעזרת גרסאות קודמות של עצמו."זה בערך By definition הסינגולריות" . . .“אל תצפו שהסינגולריות תקרה ביום אחד בודד” . . . “מי שהיה במהפכה התעשייתית לא יודע שהוא במהפכה התעשייתית".[27:57] חמשת ה-Moats של 2026נתי - האם נכון לבנות סטארטאפ באי ודאות כזו? מה הסיכוי של סטארטאפ כזה לשרוד?נאמר על רקע שבוע מאוד לא מוצלח למניות חברות ה-SaaS . . . .יש הרבה תגובות-יתר - אבל קורים הרבה דברים באמת מדהימים.נתי מציע 5 נקודות קריטיות ליזמים (סוג של Checklist) שרוצים לשרוד בעולם שבו כל דבר גנרי נמחק (כמו IBM שצנחה כי Anthropic פרסמו בלוג-פוסט על Cobol . . . ):ורטיקליזציה (Verticalization): אל תהיו גנריים. Google ו-Anthropic ו-OpenAI שולטים ביד רמה.תהיו הכי טובים במשהו ספציפי - עריכת דין או חינוך וכו'.שליטה במידע (Proprietary Data): דאטה שה-LLM הגדולים והמודלים הגנריים לא ראו, כמו מגמות ספציפיות בתוך נתוני לקוחות.יעילות (Efficiency): שימוש ב-SLM (Small Language Models) למשל, כדי לחסוך ב-Token-ים וב-Latency (קריטי ברובוטיקה וב-Security, למשל).רן - מודל גדול יקבל את ההחלטה הנכונה, אבל אולי מאוחר מדי.חווית משתתמש (UX ייחודי): חווית משתמש שפותרת בעיה נקודתית ונותנת ערך מהיר (Time to Value).ה-Chat של המודלים הגדולים מאוד גנרי.סטארטאפים צריכים להתמקד ביכולת לייצר חוויית משתמש מאוד מותאמת לחווייה נקודתית.רן - האם בכלל עוד יהיה UI (או שהצרכנים הם גם Agents . . . .)? בהקשר של פיקסלים . . . .נתי, אורי - בסוף , אתה רוצה לייצר ערך לאדם.בסוף זה עניין של Time to Value: אני אולי יכול לייצר את זה לבד, השאלה האם לא יותר מהיר ויעיל להשתמש במשהו שמישהו אחר כבר ייצר.ואחרון (אם כי נתי אמר ש "החמישי הוא לא לשידור…”) - Disruption: ה-Disruption האמיתי הוא לעשות קניבליזציה לקטגוריות ישנות.אפשר לעשות את אותם הדברים שעשינו בעבר, אבל בצורה אחרת לגמרי.הרבה דברים קודמים נעשו בגלל מגבלות של עולם שהוא Pre-Agentic, ועכשיו לא רלוונטיות - מה שמאפשר מודל עסקי אחר לחלוטין.ואז ה-Price-point יכול להיות מאוד שונה מכזה שהוכתב ע”י תעשיות מאוד גדולות ומבנה עלויות מאוד יקר לתפעול.אורי מתזכר את ה-Moats של Warren Buffet, ונתי מספר שהוא לא חושב שפגש חברה אחת שבאמת עושה את כל הדברים הללו, יזמים עדיין לא חושבים ככה.במיוחד בארץ, עדיין מתייחסים מאוד לבידול הטכנולוגי ופחות למובן של UX או מודל עסקי.[39:26] הזרקת DNA ומהלכי ה-M&A החדשיםנתי אומר שמשקיעים בהרבה מקרים לא יודעים לנתח הזדמנויות ולעשות Evaluation שלא על סמך טרנד צמיחה של ARR.אורי - עולם ההשקעות לא הולך לכיוון של SaaS, כי מצד אחד יש המון Disruption risk ומצד שני נראה שהצורך במגמת ירידה.נתי - יש כמה סוגי-Exists שונים שמשקיעים מחפשים, מעבר למודל הקלאסי של “תבנה חברה, תגדל איתה, תייצר מספיק כסף . . . .”.קנייה של טכנולוגיות ואנשים - חברות צריכות “להזריק לעצמן DNA חדש”, ואז מסתכלים על הסטראטאפ לא רק כטכנולוגיה אלא גם כמנוע לטרנספורציה.חברות במצוקה מנסות למצוא אנשים שיעזרו להן לעשות את הטרנספורמציה, לפחות בחלון הזמן הנוכחי (3 שנים בערך).נתי מזכיר דוגמא שעלתה בעבר - Google: לפני שנה כולם הספידו אותם, ואז הם קנו את Character.AI, ובעצם את נועם שזיר (Noam Shazeer) ב-2 ביליון דולר, כי הם הבינו שהם במצוקה.נתי טוען שלחברות במצוקה יהיה מאוד קשה לעשות כזה שינוי רק על ידי צמיחה אורגנית.אורי מדבר על חברות שעושות קניבליזציה-מוצרית לעצמן - מתחרים במוצר המסורתי הקודם שלהן.נתי טוען שבמקרה של Google זה השתלם להם עם Search Generative Experience (SGE).[46:00] סיכום וסגירהרן ממליץ לכולם לקרוא את הבלוג-פוסט של Matt Shumer (או לבקש מ-Agent לתקצר אותו).נתי חותם עם המלצה אופטימית-מעשית: "למדו את עצמכם... תחשבו שאתם באים למקום העבודה הבא שלכם כבר לא אתם-עצמכם... זה רזומה + צוות עובדים שאתם מביאים איתכם, שזה הסוכנים".אורי כבר מכין את הקרקע לפרק הבא: מהפכת ה-Quantum Computing."שיעורי הבית שלכם יכולים להיות 0, 1 או שניהם ביחד" . . . [קישור לקובץ mp3] האזנה נעימה ותודה רבה לעופר פורר על התמלול!

You're adding type hints to your Python code, your editor is happy, autocomplete is working great. But then you switch tools and suddenly there are red squiggles everywhere. Who decides what a float annotation actually means? Or whether passing None where an int is expected should be an error? It turns out there's a five-person council dedicated to exactly these questions -- and two brand-new Rust-based type checkers are raising the bar. On this episode, I sit down with three members of the Python Typing Council -- Jelle Zijlstra, Rebecca Chen, and Carl Meyer -- to learn how the type system is governed, where the spec and the type checkers agree and disagree, and get the council's official advice on how much typing is just enough. Episode sponsors Sentry Error Monitoring, Code talkpython26 Agentic AI Course Talk Python Courses Links from the show Guests Carl Meyer: github.com Jelle Zijlstra: jellezijlstra.github.io Rebecca Chen: github.com Typing Council: github.com typing.python.org: typing.python.org details here: github.com ty: docs.astral.sh pyrefly: pyrefly.org conformance test suite project: github.com typeshed: github.com Stub files: mypy.readthedocs.io Pydantic: pydantic.dev Beartype: github.com TOAD AI: github.com PEP 747 – Annotating Type Forms: peps.python.org PEP 724 – Stricter Type Guards: peps.python.org Python Typing Repo (PRs and Issues): github.com Watch this episode on YouTube: youtube.com Episode #539 deep-dive: talkpython.fm/539 Episode transcripts: talkpython.fm Theme Song: Developer Rap

Alex Rampell and Erik Torenberg speak with Mike Cannon-Brookes, cofounder and CEO of Atlassian, about how to make sense of the SaaS selloff, why not all software companies face the same AI-driven risks, and how Atlassian is thinking about the shift from records to processes. They also examine the real design challenge of getting everyday users to trust and benefit from AI agents in enterprise workflows.   Resources: Follow Alex Rampell on X:  https://twitter.com/arampell Follow Erik Torenberg on X:   https://twitter.com/eriktorenberg Follow Mike Cannon-Brookes on X: https://twitter.com/mcannonbrookes Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join us on the STILL RELEVANT tour: https://simulationtheory.ai/16c0d1db-a8d0-4ac9-bae3-d25074589a80Join Simtheory: https://simtheory.ai

Episode Summary: In this episode of the Solar Maverick Podcast, Benoy Thanjan sits down with Hervé Billet, CEO and co-founder of Sunvoy, the first white-label customer portal and fleet management app built by solar installers for solar installers. Hervé shares his entrepreneurial journey, from helping design Belgium's first solar car to building and selling a solar installation company in the U.S., and now leading Sunvoy. The conversation covers what solar companies need to do to create long-term enterprise value, how branding and systems drive successful exits, and why clean accounting, process, and operational discipline matter if you want to sell a business. Benoy and Hervé also discuss how Sunvoy helps installers improve operations by bringing critical project and O&M data into one place, reducing time spent hunting for information and improving the customer experience. They also explore current solar industry trends, including the shift toward Third Party Ownership (“TPOs”) and leases, rising electricity prices as a driver of solar adoption, technology improvements in solar hardware and storage, and why installer-built software creates a real competitive advantage.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Hervé Billet As the CEO of Sunvoy, I'm committed to empowering solar businesses with innovative technology that streamlines operations and enhances customer experience. Sunvoy is the first white-label customer portal and fleet management app, built by solar installers for solar installers. Our platform simplifies the complexities of running a solar business, enabling companies to scale efficiently with seamless integration and effortless results. Sunvoy offers powerful tools to manage solar fleets, automate communication, and deliver an exceptional customer journey, helping companies thrive in an increasingly competitive market. Previously, I served as the CEO of Ipsun Solar, where we revolutionized the residential and commercial solar market by enabling customers to own their power, reduce their utility bills, and add value to their properties through clean, renewable energy. Ipsun Solar, a B-Corporation, was known for its commitment to sustainability, being part of the Amicus and Amicus O&M networks, and serving as a certified Tesla Powerwall installer. Before venturing into the solar industry, I worked at Accenture, where I consulted with Fortune 500 companies, U.S. Federal agencies, and large non-profits. My projects included: Calculating Greenhouse Gas emissions for the U.S. Department of Energy Headquarters. Business development for Accenture's Sustainability Services. Leading digital implementation teams for organizations like Goodwill Industries International. Providing strategic support to global institutions such as the IMF, World Bank, UNICEF, United Nations, and U.S. Department of Labor. At 21, I co-founded my first company, Solar Team, an initiative to showcase the power of solar energy through solar-powered vehicles. This early venture sparked my enduring passion for renewable energy and continues to inspire my work today.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Hervé Billet Website: https://sunvoy.com/  Linkedin:  https://www.linkedin.com/in/hervebilliet/      Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.

William Candillon sits down with Mazen and Robin to show how React Native Skia enables smooth, high‑end animations, shaders, and UI effects in React Native. The episode also dives into WebGPU and the future of 3D and advanced graphics on mobile.   Show Notes William Candillon's YouTube Channel React Native Skia Tutorials ShaderToy TypeGPU Documentation WebGPU and Skia for Web Graphics (Shopify Engineering) William Candillon on X WebGL Samples Shader's Gambit Introducing Skia Graphite (Chromium Blog)   Connect With Us! William Candillon: @wcandillon Robin Heinze: @robinheinze Mazen Chami: @mazenchami React Native Radio: @ReactNativeRdio   This episode is brought to you by Infinite Red! Infinite Red is an expert React Native consultancy located in the USA. With over a decade of React Native experience and deep roots in the React Native community (hosts of Chain React and the React Native Newsletter, core React Native contributors, creators of Ignite and Reactotron, and much, much more), Infinite Red is the best choice for helping you build and deploy your next React Native app.

This is a recap of the top 10 posts on Hacker News on March 05, 2026. This podcast was generated by wondercraft.ai (00:30): Wikipedia was in read-only mode following mass admin account compromiseOriginal post: https://news.ycombinator.com/item?id=47263323&utm_source=wondercraft_ai(01:58): Google Workspace CLIOriginal post: https://news.ycombinator.com/item?id=47255881&utm_source=wondercraft_ai(03:26): Judge orders government to begin refunding more than $130B in tariffsOriginal post: https://news.ycombinator.com/item?id=47261688&utm_source=wondercraft_ai(04:54): GPT-5.4Original post: https://news.ycombinator.com/item?id=47265045&utm_source=wondercraft_ai(06:23): The L in "LLM" Stands for LyingOriginal post: https://news.ycombinator.com/item?id=47257394&utm_source=wondercraft_ai(07:51): No right to relicense this projectOriginal post: https://news.ycombinator.com/item?id=47259177&utm_source=wondercraft_ai(09:19): Pentagon formally labels Anthropic supply-chain riskOriginal post: https://news.ycombinator.com/item?id=47266084&utm_source=wondercraft_ai(10:48): Good software knows when to stopOriginal post: https://news.ycombinator.com/item?id=47261561&utm_source=wondercraft_ai(12:16): Relicensing with AI-Assisted RewriteOriginal post: https://news.ycombinator.com/item?id=47257803&utm_source=wondercraft_ai(13:44): A GitHub Issue Title Compromised 4k Developer MachinesOriginal post: https://news.ycombinator.com/item?id=47263595&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

So how do Kwaku's kids know that it's FAFO Friday? "They're like, 'oh, we know you're doing the podcast 'cause we just hear you cackling through the walls.'"So laugh along with Kwaku and me today as we work our way through a quick victory lap (stuff we said would happen last week happened!), why Sam is like that desperate guy at the bar who refuses to go home alone, quantum computing explained via children's literature, why the Jetsons are not reason enough for us to build humanoid robots, robot choreography (are we human or are we dancers?), wen self-driving cars in NY?, riding a wave of green lights up Manhattan's third avenue at 2 AM, artificial wombs and other moonshot off-shoots, and the real origin of Velcro (AI lied to me about it).Plus... goat ranches, breakfast tacos, and what we're most excited about heading into SXSW. It's a choose your own adventure kind of day.Chapters(01:24) - Victory Lap — We Called It (03:35) - OpenAI's Bar Guy Energy (06:38) - Waymo, Robot Choreography, and Green Light Waves (10:16) - Self-Driving Cars vs. New York Politicians (13:13) - What We're Most Excited About at SXSW (15:41) - Quantum Computing: Choose Your Own Adventure Edition (18:01) - Dire Wolves, Moonshots, and Tech Nobody Sees Coming (24:07) - Why Do Robots Need to Look Like Us? (29:22) - The SXSW Way-Back Machine (36:08) - Increased Regulation: Past, Present, or Future? Support Future Around & Find OutFollow Dan on LinkedInGet the free Future Around & Find Out newsletterBecome a paid subscriber and help future proof the podcast!Sponsor the show? Are you looking to reach an audience of senior technologists and decision-makers? Email me: dan@modernproductminds.com---Music by Jonathan Zalben

Send a textGuest Zoltan Karpati explains scan-to-fit, AI landmarking, and XR training while sharing a personal pet prosthetics story and a unified roadmap.• replacing clear checks with real flexible interfaces for truer diagnostics• extending second diagnostic wear to validate cushioning and relief• controlling variables by avoiding returns to the old socket• dialing fit with adjustable sockets and reduced manual labor• scan-to-fit workflows with phone-based scanning and AI landmarks• exporting to 3D printing or CNC with white-label options• spatial reality training screens for classroom-friendly 3D design• product roadmap for insoles, AFOs, and order management system• personal story powering pet prosthetic developmentSpecial thanks to Advanced 3D for sponsoring this episode.Support the show

En la recta final hacia las legislativas en Colombia del 8 de marzo, el presidente de izquierda Gustavo Petro y el Pacto Histórico, partido de gobierno, reiteran la falta de garantías del software privado que la Registraduría alquila para el conteo de votos y escrutinio. La denuncia del oficialismo se basa en la sentencia del Consejo de Estado que confirma que en las elecciones de 2014 el software electoral fue manipulado, alterando los resultados sin alertar las papeletas.  Los cuestionamientos del gobierno de Colombia al software de pre-conteo y escrutinio remontan a las legislativas del año 2014 cuando votos de la formación política Mira, que en la actualidad no es un partido de gobierno, fueron trasladados a otras formaciones políticas, explicó a Radio Francia Internacional la senadora oficialista María José Pizarro: “Ellos se presentaron a las elecciones de 2014 y lograron demostrar, después de un proceso que se adelantó por parte del Consejo de Estado, que les habían sido trasladados sus votos y no se les había permitido componer el Congreso de la República como les correspondía, en función de los votos que efectivamente habían recibido”.  La investigación del Consejo de Estado dejó en evidencia que el Consejo Nacional Electoral (CNE) y la Registraduría delegaron la soberanía del conteo en empresas privadas que operan con algoritmos cerrados o “cajas negras”. Fue un "fraude técnico sin precedentes", según la sentencia del máximo tribunal administrativo.  María José Pizarro indicó que dicho fallo “conmina a las autoridades electorales a que desarrollen un software electoral propio, no como sucede desde ese entonces y hasta la fecha que es un software electoral para el escrutinio y el conteo final de los votos, tercerizado. ¿Esto qué quiere decir? Que está contratado a través de una empresa privada que se llama Thomas Greg & Sons”.  La historia se repitió en los comicios legislativos de 2022 con los votos del Pacto Histórico, explica la congresista miembro de ese partido de gobierno “Más de medio millón de votos que eran para el Pacto Histórico terminaron en otras fuerzas políticas, como lo acaba de reconocer hace pocos días el registrador nacional quien ha dicho que por el mal diseño del formulario E-14 se trasladaron votos del Pacto Histórico al Partido de la U. Y nosotros, después de una defensa jurídica de muchos meses, logramos recuperar esos 649.000 votos y, con esa recuperación, cuatro curules más para el Pacto Histórico. La senadora recalca la trascendencia que tiene esta irregularidad: "Es muy importante que la gente tenga claro que es un fraude al elector. El elector deposita su voto por el Pacto Histórico y resulta que ese voto no es contado para nosotros, sino que es contado y trasladado a otras fuerzas políticas”.  “El Estado no puede seguir alquilando el sistema que decide quién gobierna. La propiedad intelectual debe ser pública para permitir auditorías ciudadanas y forenses en tiempo real”, reza la sentencia del Consejo de Estado emitida en 2018. “Desafortunadamente no se han acatado”, insistió Pizarro. “Es decir, hay un desacato al fallo del Consejo de Estado y, por otro lado, se mantiene la misma contratación con la misma empresa que ya ha presentado estos fallos”.  Leer también¿Qué se vota el 8M en Colombia?: el termómetro electoral en la recta final del mandato de Gustavo Petro A menos de una semana de la cita en las urnas, la Registraduría de Colombia aseguró haber demostrado, mediante una auditoría que duró tres días, que el software electoral sí es seguro. Sin embargo, el presidente Gustavo Petro y el oficialismo cuestionan la profundidad de dicha revisión. “Claro, el registrador muestra el software y hace lo que a sus ojos es una auditoría. Y nosotros dejamos perfectamente claro que eso no es una auditoría al software; que no se ha permitido verificar el código fuente. Nosotros podríamos estar asistiendo a un escenario similar al que vivimos en el 2022 y, por lo tanto, hemos desarrollado toda una estrategia de testigos electorales", advirtió la senadora colombiana María José Pizarro.  "Tenemos más o menos 45.000 testigos electorales, pero se necesitan alrededor de 90.000 para poder cubrir el 100% de las mesas. También tenemos alrededor de 500 abogados escrutadores que, de manera voluntaria, estarán acompañando la revisión de las mesas que sean impugnadas por parte de los testigos electorales”, concluyó. 

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   Markets may look calm at the index level, but beneath the surface the stock market environment is becoming increasingly chaotic.   In this episode of ITPM Flash, Edward Shek looks at the growing dispersion across equities as capital rotates out of technology stocks and into other sectors. Hedge funds and long-only managers have been selling US equities at the fastest pace since last year's tariff shock, with much of that money leaving tech while some flows into cyclicals, treasuries and international markets.   At the same time, the debate around AI disruption continues to intensify. Software stocks have already suffered significant damage, and research from companies like Anthropic is raising serious questions about the long-term impact of AI on professional industries including finance, consulting, law and accounting.   Yet while the market debates the future of software, another opportunity may be emerging elsewhere.   Ed outlines the case for Roku (ROKU) — a streaming platform business that monetises user engagement through advertising, subscriptions and content distribution. The company sells low-margin streaming devices to build its ecosystem, but the real value lies in its platform economics and advertising inventory.   With around 90 million active accounts and users streaming more than four hours per day on average, Roku may be approaching the point where platform scale begins to drive meaningful operational leverage and earnings growth.   In a market defined by uncertainty, sector rotation and stock dispersion, trade opportunities increasingly come from individual stock ideas rather than broad index direction.   Enjoy the Chaos.

On this special segment of The Full Ratchet, the following Investors are featured: Medha Agarwal of Defy Jim Tananbaum of Foresite Capital David Cohen of Techstars We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.  Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.  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.

https://rhr.tv/stream U.S. Government Contractor Arrested for Stealing $46M from U.S. Marshals Service — https://x.com/fbidirectorkash/status/2029574256959389933 Polymarket Prediction Market: Next Supreme Leader of Iran — https://polymarket.com/event/who-will-be-next-supreme-leader-of-iran-515 X Sharing User Data with Israel via Au10tix Verification — https://x.com/isfjmocha/status/2028407560382841305 GrapheneOS Partners with Motorola for Privacy-Focused Devices — https://primal.net/e/nevent1qqsykcl7urukyh4g3s56rhlwthmyu66ggm9zr9q2sunjengtnug5geqx7ww3f STRIKE Now Available in NY, Rolls Out Line of Credit Product Bitwise Donates $233K to Bitcoin Open-Source Developers — https://x.com/bitwise/status/2029245847620530531 Gabon | Government Suspends Social Media Access Nationwide Last week, officials in Gabon suspended access to social media platforms indefinitely. To justify the suspension, the country's telecommunications agency said it observed “content that undermines human dignity, the country's institutions, and national security” on digital platforms, but independent voices condemned the action as an obvious crackdown on dissent. Users of TikTok and Meta's platforms, including Facebook and WhatsApp, reported widespread disruptions beginning Wednesday, Feb. 18, which have widely disrupted people's ability to communicate. Freedom tech like Bitchat, which provides offline messaging capabilities, and Nostr, a protocol for decentralized, censorship-resistant communication, will continue to play important roles in preserving speech, expression, and communication as authoritarian regimes increasingly restrict internet freedom. FinancialFreedomReport.org Stealth: Private Bitcoin Wallet Privacy Auditor Tool — https://x.com/brenorb/status/2028897371749269890 Cake Wallet Launches Lightning Network Integration — https://x.com/cakewallet/status/2028531059160182943 Tailrelay: Simplified Start9 Access via Tailscale — https://primal.net/e/nevent1qqs9wqhks48fhvxz7j4ngl9mxgsqyempy7g2ywl4kn4km79shzuqulgsn4j65 YakiHonne Update: Scheduled Notes and New Features — https://primal.net/e/nevent1qqsruj5rf9s6rqpzdvpsyc2end2jtn3hyqe8s8ggwld3pmn397r63nqm3p3rn Wisp: New Android Nostr Client in Beta — https://primal.net/e/nevent1qqsddm6payrqvnultvp6n7ck69jwax74e3f7y3278qnhutdu33amxpc5rm3ze A Unified Command-Line Tool for All Google Workspace APIs, Built for Humans and AI Agents — https://github.com/googleworkspace/cli OpenClaw Surpasses React in GitHub Stars — https://x.com/openclaw/status/2028347703621464481 AI Agents Prefer Bitcoin: Research on Monetary Preferences — https://moneyforai.org 3:54 - Iran 14:24 - Dashboard 16:04 - More Iran 42:29 - Daghita 45:34 - Au10tix 47:54 - Moto Graphene 51:24 - Zaps 54:19 - Strike NY 1:00:54 - Bitwise 1:05:14 - HRF Story of the Week 1:08:09 - Stealth wallet 1:12:39 - Chamath fud 1:19:29 - Software updates 1:36:54 - BPI AI money test 1:44:24 - Macro talk Shoutout to our sponsors: Coinkite https://coinkite.com/ Strike https://strike.me/ Stakwork https://stakwork.ai/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar jobs.  Plus, stocks under pressure as oil prices keep climbing, but software names buck the downtrend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NOTES This episode of BSDNow is brought to you by Tarsnap and the BSDNow Patreon Headlines ZFS vs BTRFS Architects features and stability RHEL on ZFS Root: An Unholy Experiment News Roundup Slackware on Encrypted ZFS Root. https://tumfatig.net/2026/slackware-on-encrypted-zfs-root/ OpenIndiana Is Porting Solaris' IPS Package Management To Rust FreeBSD Jail Memory Metrics Tcl: The Most Underrated, But The Most Productive Programming Language How to Setup WireGuard on OpenBSD: The Ultimate Self-Hosted VPN Guide (2026) Tarsnap This weeks episode of BSDNow was sponsored by our friends at Tarsnap, the only secure online backup you can trust your data to. Even paranoids need backups. Feedback/Questions Send questions, comments, show ideas/topics, or stories you want mentioned on the show to feedback@bsdnow.tv Join us and other BSD Fans in our BSD Now Telegram channel

Alicia and Dan spin the Wheel of Rants and land on a topic that hits close to home: constant software changes. From QuickBooks' modern reports rollout to Microsoft quietly burying features inside Copilot, they unpack why unexpected changes feel so disorienting, even when the updates are improvements. The conversation broadens into AI's growing impact on the entire software industry and what it means for accountants trying to stay on top of tools that won't stop moving.SponsorsUNC - https://uqb.promo/unc(00:00) - Wheel of Rants Setup (01:24) - Topic Software Changes (02:14) - Why Change Frustrates Pros (04:15) - Staying Current With Updates (06:16) - AI Shifting Software UI (11:42) - Industry Wake Up Call (16:06) - Stability Versus Innovation (20:04) - Modern Reports Reliability (24:24) - Apple Liquid Glass Woes (26:39) - Adapting To New Ecosystems (29:04) - Wrap Up And Takeaways (29:32) - What Dan And Alicia Are Doing (31:05) - Final Thanks And Sign Off LINKSAlicia's current classes: Payroll Perfection Bundles (t QBO Payroll classes - 1099s, Running Payroll, Payroll Compliance, Payroll Forms, and QB Time): http://royl.ws/payroll-perfection?affiliate=5393907  Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Patrick McKenzie (patio11) deconstructs the "original sin" of payments: building a global financial substrate on shared secrets that were distributed promiscuously to function. He examines the multi-decade game of Whack-a-Mole played by the industry to balance the "optimal amount of fraud" against the catastrophic conversion hit of high-friction security. From the physical failure of terminal buttons to the smartphone finally solving the lifecycle problem of cryptographic tokens, Patrick explores the technical and social reasons why we've moved from "something you know" to the "continuity of access" provided by the device in your pocket.–Full transcript available here: www.complexsystemspodcast.com/secondary-auth/–Presenting Sponsors: Mercury & GranolaIf you have more interesting hobbies than managing your money, Mercury Personal is built for you. It allows you to automate movement between accounts—allocating paychecks and tax prep the moment they hit—with a sensible permissions model for partners or accountants. It works the way tech people expect banking to work. Go to mercury.com/personal to experience banking built by the same folks Patrick trusts for his business. If meetings consistently leave you with hazy action items and lost context, Granola handles the transcription so you can actually participate and gives you searchable notes afterward. Try it free at granola.ai/complexsystems with code COMPLEXSYSTEMS–Links:Emily Sands on Complex Systems: https://www.complexsystemspodcast.com/episodes/the-past-present-and-future-of-ai-with-stripe/ –Timestamps:(00:00) Intro(01:32) Publishing the shared secret… again(03:39) Manufacturing shared secrets at scale(07:51) Something you own, take one(10:10) Sponsors: Mercury | Granola(13:48) Something you own, take two(18:26) Something you own, take three(21:24) One other semi-successful method: positive pay(24:45) Wrap

Michele and Colleen are back on the mics! We talked about our recent lives, burnout recovery, AI tooling, and the evolving landscape of content creation and marketing automation. Oh, and Colleen lets the power guy in halfway through.

DescriptionIn this episode, Dave "CAC" Kellogg and Ray "Growth" Rike go point-counterpoint on two high-profile articles making waves across Wall Street and Silicon Valley: Citrini's provocative February 2025 report, The 2028 Global Intelligence Crisis, and Citadel's rebuttal, The 2026 Global Intelligence Crisis.Dave and Ray unpack whether AI is truly triggering an unprecedented economic collapse or whether Citrini's dark simulation is, as one economist put it, just "a scary bedtime story." They dig into the SaaS private credit contagion theory, the historic parallels of labor displacement, the role of government regulation, and why this particular AI scare hits closer to home than any previous tech disruption. As always, the brothers bring the receipts, including nearly 20 sources and 20 hours of research - so you don't have to.Full Episode Summary:Dave Kellogg and Ray Rike open by framing the episode as a tale of two AI futures: Citrini's alarming speculative simulation versus Citadel's data-driven rebuttal.The Citrini Case (Bear Case): Published February 22nd, Citrini's report simulates a scenario in which rapid AI agent adoption triggers a global intelligence crisis by mid-2028 featuring 10.2% unemployment and a 38% drop in the S&P 500. The report argues AI is categorically different from prior technology waves because it displaces cognitive workers, who represent roughly 75% of U.S. labor income.Citrini further warns that SaaS, already accounting for 23% - 25% of the $3 trillion U.S. private credit market could become the chip in the windshield that cracks the broader financial system, with ripple effects into insurance and the broader economy. Dave and Ray note that Citrini's word choices ran 3.4-to-1 negative, and flag that the firm may hold short positions — characterizing the piece as well-crafted "bear porn."The Citadel Rebuttal (Bull Case): Two days later, Citadel, a $65B AUM asset manager with 35 years of credibility responded with a data-driven defense. Software engineering jobs are up since January 2024, AI CapEx is 2% of GDP and AI-adjacent commodity pricing is up 65%. Citadel argues AI follows historical S-curve adoption patterns, that "recursive capability doesn't equal recursive adoption," and that technology has always complemented rather than replaced labor - pointing to Microsoft Office as a historical analogue.Dave and Ray's Take: Both hosts find Citadel more credible, but acknowledge real displacement risks ahead. Their key insight: the reason this particular AI scare is generating 10x more fear than past labor disruptions (auto workers, telephone operators, elevator operators) is that this time it's us — white-collar knowledge workers facing displacement. Ray adds that blue-collar jobs (truck drivers, Uber drivers, warehouse workers) face equal or greater long-term risk from AI plus robotics, but those disruptions don't generate the same visceral fear in the media and investor class. Both agree the timing of adoption is the biggest unknown. Long-term, history favors the Citadel view. Short-term, the transition could be painful.On Government Response: Dave and Ray agree that political and regulatory intervention is inevitable if unemployment spikes materially, whether through labor protections, AI regulation, or fiscal stimulus.On Economists' Reactions: Real economists, including Noah Smith (Noahpinion) and Wharton's Jeremy Siegel, largely dismissed the Citrini piece, wi Siegel arguing that productivity gains generate new income and demand, Smith calling it a "scary bedtime story." Dave's takeaway for operators: let the Metrics Brothers do the 20 hours of reading so you don't have to.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

"We're still in a cyclical bull market," says Jay Woods, but traders need to stay nimble as headlines develop out of the Iranian-U.S. conflict. While he expects "a bigger dip coming," he makes the case the SPX will hold steady and highlights where he would watch for trade opportunities. Software is one corner of Wall Street Jay calls "guilty until proven innocent" and expects bigger pullbacks before these stocks find solid footing. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ben Slavin talks ETFs and how to hedge your portfolio amid the current headline volatility. Energy has seen a lot of inflows, along with investors looking to buy the dip in software ETFs. Meanwhile, there's been a pullback in emerging markets, with an “incredible amount of action in Korea ETFS.” Crypto ETFs have been a “huge success” though they've seen outflows as Bitcoin has fallen.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Marley Kayden and Sam Vadas go beyond the geopolitical headlines and turn to stock stories through a recent software rebound and memory chips facing new pressure. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This is a recap of the top 10 posts on Hacker News on March 04, 2026. This podcast was generated by wondercraft.ai (00:30): MacBook NeoOriginal post: https://news.ycombinator.com/item?id=47247645&utm_source=wondercraft_ai(01:56): Motorola GrapheneOS devices will be bootloader unlockable/relockableOriginal post: https://news.ycombinator.com/item?id=47241551&utm_source=wondercraft_ai(03:22): Nobody gets promoted for simplicityOriginal post: https://news.ycombinator.com/item?id=47246110&utm_source=wondercraft_ai(04:48): Something is afoot in the land of QwenOriginal post: https://news.ycombinator.com/item?id=47249343&utm_source=wondercraft_ai(06:15): An interactive map of Flock CamsOriginal post: https://news.ycombinator.com/item?id=47252049&utm_source=wondercraft_ai(07:41): Agentic Engineering PatternsOriginal post: https://news.ycombinator.com/item?id=47243272&utm_source=wondercraft_ai(09:07): Building a new FlashOriginal post: https://news.ycombinator.com/item?id=47253177&utm_source=wondercraft_ai(10:34): TikTok will not introduce end-to-end encryption, saying it makes users less safeOriginal post: https://news.ycombinator.com/item?id=47241817&utm_source=wondercraft_ai(12:00): Dario Amodei calls OpenAI's messaging around military deal ‘straight up lies'Original post: https://news.ycombinator.com/item?id=47255662&utm_source=wondercraft_ai(13:26): Government grant-funded research should not be published in for-profit journalsOriginal post: https://news.ycombinator.com/item?id=47248341&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

In this episode, Christian Lund, Co-Founder of Templafy, reveals how the company built an AI-powered instruction and orchestration layer that helps over 800 enterprise customers — including KPMG, IKEA, and BDO — generate millions of compliant, on-brand business documents 100x faster. Christian shares why the real defensibility in AI isn't the model itself, but the mid-layer that tells the model exactly what to do. Christian breaks down how Templafy turns a simple 8-word user prompt into a 30-page AI instruction book, how their orchestration layer ensures consistent, high-quality outputs across millions of documents, and why enterprises that tried to build AI solutions internally ended up coming back to purpose-built tools. He also shares his honest take on whether AI is a force for good, what skills knowledge workers need to survive, and what he's teaching his three kids about working in an AI-first world. Key Topics Covered - How Templafy's AI instruction layer turns 8-word prompts into 30-page agent briefs - Why the orchestration mid-layer between users and AI models is the most defensible position in enterprise tech - How a Big Four accounting firm became Templafy's very first customer - The transition from rules-based automation to AI-first document generation with agents - Why enterprises took surprisingly long to move from AI toys to enterprise-grade tools - How Templafy integrates with Microsoft 365, Salesforce, and Copilot without getting swallowed by the SaaSpocalypse - The only 2 skills knowledge workers need to stay relevant: setting direction and validating output - Why brand and thought leadership are more important than ever for SaaS companies in 2026 - How BDO Canada saved $1.65 million in one year using Templafy's document automation - Christian's investor perspective on VC moonshots vs. real businesses that generate EBITDA **Episode Timestamps** 00:00 - Introduction and what problem Templafy solves 02:01 - The origin story: from consultants with no product to enterprise SaaS 04:18 - Why finance, law, and pharma became the core customer segment 05:41 - How a Big Four firm became the first customer during the cloud transition 09:02 - What makes a company good at adopting new technology 11:00 - How Templafy sits on top of Microsoft 365, Salesforce, and Copilot 11:37 - Surviving the SaaSpocalypse and finding the new world order 17:08 - Growth in the AI era and why enterprise demand took longer than expected 21:16 - Inside the boardroom: where Templafy fits in the AI landscape 23:31 - The recipe vs. cookbook analogy: how instruction books power AI agents 28:38 - How to become defensible when every company has the same AI models 31:58 - Why humans are more important than ever in enterprise sales 35:11 - The only 2 skills left for knowledge workers 35:52 - Educating children in the age of AI 40:01 - Christian's journey from CEO to CPO to CMO to co-founder 41:17 - Why brand and trust are hyper important in 2026 45:11 - B2B vs. B2C: Templafy's enterprise focus and how it compares to Gamma 49:21 - Christian evaluates the podcast's business model as an investor 54:57 - Is AI a force for good? Christian's honest answer 57:32 - Why do you do what you do? Christian's Socials: LinkedIn — https://www.linkedin.com/in/christianlundcph/ Partner Links Book Enterprise Training — https://www.upscaile.com/ Subscribe to our free newsletter — https://www.theaireport.ai/subscribe-theaireport-youtube

Fear of software defaults amid AI disruption creates opportunity for high-yield debt buyers, according to Capital Group, which has $3.2 trillion under management. “Markets are adopting a bit of a shoot first ask questions later strategy when it comes to software,” said Shannon Ward, a fixed income portfolio manager who serves on the firm’s fixed income management committee. “There’s going to be some baby out with the bath water when it comes to the sector — and that means bargains can be had,” she tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Steve Flynn in this episode of the Credit Edge podcast. They also discuss how Paramount Skydance will reshape junk credit, leveraged loan default risks and the broader impact of private market stress.See omnystudio.com/listener for privacy information.

A hot paper — "Some Simple Economics of AGI" — has been making the rounds, so we sat down with the author, covering:  Automation vs. verification: the key economic split  Why AI agents now feel like coworkers - What's happening to junior roles and the “codifier's curse”  The “AI sandwich” structure for firms  The value of "meaning-makers," consensus, and status economies  Why crypto may become essential infrastructure for identity, provenance, and trust  Two possible futures: a hollow vs. augmented economy  Featuring Christian Catalini (founder of MIT Crypto Economics Lab) and Eddy Lazzarin (CTO of a16z crypto) in conversation with Robert Hackett, our discussion dives deep into how automation is reshaping labor markets, as well as the nature of intelligence.  What do these changes mean for startups, the future of work, and your career?  Highlights  00:00 Introduction  01:47 AGI economics optimism and playbook  05:39 Agents as coworkers  07:39 Software work becomes verification  10:47 Automation versus verification  12:03 "Unknown unknowns" and taste  16:27 Human augmentation and intent  17:55 The "AI Sandwich" and "Codifier's Curse"  21:54 "Meaning-makers" and the human touch  23:48 Crypto for identity and trust?  27:10 Measurability: How to think about it  33:23 Machine coordination and art after automation  35:46 Trojan horse risks  37:47 Liability and insurance  41:08 Crypto and verification  44:31 A hollow vs. augmented economy  49:45 Career advice in the AI era  51:26 The one-person billion-dollar startup  57:15 Open-source as antibodies  58:42 Blockchains for coordination  01:01:49 Closing thoughts  Follow a16z crypto for more...  X: https://x.com/a16zcrypto  LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/  YouTube: https://www.youtube.com/@a16zcrypto 

What if AI turns out to be less “bubble vs boom” and more a stress test for who can actually turn $660 billion of capex into revenue?Ben Arnold, Investment Director, Global Equities at Schroders shares the framework his team is using to judge the AI spend and why 2026 is a reminder that your opportunity set is much bigger than the Mag 7.In this episode:00:00:00 Investing Beyond The Mag Seven00:03:34 AI Spending: Boom Or Bubble?00:10:01 Why This Isn't Another Dotcom00:19:32 Finding Opportunities At Market Highs00:25:31 Two Global Stocks With Upside00:36:51 One Exceptional Company ExplainedLinks Mentioned:

Stocks jumping across the board as investors digested the latest developments out of the Middle East. The groups leading the charge, and the oil spike impact on equities, rates, and currencies. Plus software stocks are looking to make a comeback this week, as the group looks to rebound from its recent sell-off. Salesforce CEO Marc Benioff joins Fast Money for an exclusive interview on how he's navigating the tech trouble. Fast Money Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, the Korean Kospi was the best performing stock market in the world last year, but posted its worst day ever amid concerns over the Iran conflict. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of For Mac Eyes Only: Join Mike, Eric, Darren and Special Guest Jeff Gamet as they delve into the world of network-wide ad blocking using Pi-hole including what it is, the hardware you'll need, plus how to set it up and keep it running! Lister Nick shares his thoughts on Apple's new Creator Studio suite. Mike shares a FMEO Quick Tip for quickly accessing emoji via your Mac's keyboard. And we wrap up with Jeff's Essential App pick: Barbee!

If you have JobTread and a team  but everything still comes back to you  this episode is for you.Software organizes information, but it doesn't create ownership. And when ownership isn't clear once jobs go live, updates and decisions default right back to the contractor.In this episode, we break down why the bottleneck isn't personal  it's operational and how real freedom in a remodeling business comes from structure and accountability, not more effort.Follow for practical operations insights built for remodelers who want their time back.Support the show

This is part two of a podcast episode from Beyond the Donation where hosts Noah and Matt discuss how nonprofits should approach selecting technology partners. They share insights from a customer interview about a small organization that thoughtfully evaluated their current and future needs before choosing a platform. The conversation covers key questions to ask during the vendor selection process, including understanding who's behind the company, their funding model, support philosophy, and company culture. They emphasize that software should serve strategy rather than dictate it, and stress the importance of systems thinking that combines people, processes, and platforms. The hosts provide practical advice for organizations going through their first technology buying decision, recommending they start with awareness of current problems, talk to existing donors to understand what's working, and avoid expecting software to be a silver bullet that fixes all organizational issues.

Software engineer Adam Munder is on a mission to break down communication barriers between the Deaf and hearing worlds. In a live demo, he introduces OmniBridge — an AI platform that translates American Sign Language into English text in real time — and demonstrates how this tech could ensure every conversation can be fully understood, regardless of the participants' hearing abilities. Munder is joined onstage by ASL interpreter Christan Hansen and TED's Hasiba Haq.Learn more about our flagship conference happening this April at attend.ted.com/podcast Hosted on Acast. See acast.com/privacy for more information.

AI is reshaping what it means to be a modern manufacturing professional.When a 30-year veteran retires, decades of expertise used to leave as well. How they ran a machine, which feeds and speeds worked, and all the practical knowledge that separated good from great. Now, Mastercam's AI co-pilots can capture that information and make it instantly accessible. The learning curve that used to take years can now be compressed into months, making manufacturing careers more accessible to the next generation.Chris sits down with Russ Bukowski, President of Mastercam, to explore how CAM technology has evolved from manual G-code programming to AI-powered systems that are fundamentally changing manufacturing accessibility.The conversation covers the business side of manufacturing transformation, why mid-size machine shops and tier-two suppliers are no longer at the mercy of large OEMs, the leadership lessons Russ learned from Walt Disney and why manufacturing salaries are starting at $80K+ for CNC programmers.In this episode, find out:How CAM systems act as a 10x multiplier for manufacturing professionals.The evolution from manual G-code programming to AI-powered CAM systemsWhy Mastercam's AI co-pilot is bridging the knowledge gap left by retiring manufacturing expertsHow post-COVID supply chain vulnerabilities are driving companies to vertically integrateThe power shift giving mid-size manufacturers leverage in negotiations and exclusive supplier agreementsWhy manufacturing needs to be promoted as a viable white-collar careerHow technical expertise creates leadership credibility The importance of visiting customers and talking to shop floor employeesWhat Mastercam's acquisition enabled in terms of investment, innovation, and customer relationshipsEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“AI's not a silver bullet. It's not going to replace a program or replace an operator, but it is going to enable them to do more and to move more quickly in the business.”“CAM is really that enabler. Without it, the digital design to physical machine process is slow and error-prone. It removes the cognitive burden and makes complex manufacturing possible. It's that 10x multiplier for somebody in manufacturing, making somebody a 10x manufacturing expert because they're able to deliver results so much faster by using computing power.”“I always like to ask myself this as a leader, if nobody was looking, if there were no repercussions, would I still make the right decision? From a sustainability standpoint, from an ethical standpoint, that's how I hold myself accountable.”Links & mentions:Mastercam, CAD/CAM solutions that are trusted to deliver superior and reliable machining performance with advanced productivity tools and AI-enabled CAM capabilities Tree House Brewing Company, brewers of Julius and pioneers of hazy IPA, Tree House produces world-renowned beer in Charlton, Massachusetts Make sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.Mentioned in this episode:Mfg Happy Hour's Rust Belt Renaissance TourManufacturing Happy Hour is hitting the road this spring, hosting live shows Cleveland on 3/24, Rochester on 3/25, and Pittsburgh on 3/26. Get your tickets today.

Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit's exposure to the software industry.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Vishwas Patkar: I'm Vishwas Patkar, Morgan Stanley's U.S. Head of Credit Strategy. Vishy Tirupattur: While potential disruption from AI has been a key driver for markets [in the] last few weeks, the focus of investor agenda has been in the software sector. On today's podcast, we will talk about software in the credit markets and its implications. It's Monday, March 2nd at 10am in New York. Vishwas, let's start by understanding how the exposure in software manifests in the credit markets. How does it compare to software, say, in the equity market? Vishwas Patkar: Yeah, so the software exposure in credit markets is large, and understandably that's why investors are closely watching what's happening with software in the equity market. But what's interesting and important for investors to note is the exposure in credit is very different from what it is in equities. So, for instance, a good chunk of exposure in the credit market is around private issuers. So, we estimate about 80 percent of companies are private in the whole sample set that we looked at. And that's largely a function of the fact that software is not a big part of the more liquid spaces like Investment Grade and High Yield. But it is heavily represented in the more opaque parts of the market, like leveraged loans, CLOs, and, you know, BDCs. So, our analysis found that about 25 percent of BDC portfolios are in software, closely followed by private credit CLOs. And leveraged loan market was about 16 percent. So, that's an important distinction to keep in mind versus the equity market. The second thing I would flag is – because the software sector grew a lot in the loan market through the LBO wave of 2020 and 2021, it has a weaker credit quality skew to it than the overall market. So about 50 percent of borrowers in the sector are rated B - or lower. So, that's the lowest rungs of the rating spectrum. Many of these software deals were underwritten with higher leverage than the broad market. And as a result of that you also have more front-loaded maturities in the sector, which brings the risks of refinancing, if some of this disruption persists. But Vishy, that's a nice segue to you. Over the past couple of years, you looked at the private credit market in depth and that's where I think the exposure we found is the highest in BDCs, you know, which is the public face of private credit. So, in your assessment, what is the risk of software to private credit, given all of the headlines that are popping up? Vishy Tirupattur: Public face of private credit – Vishwas, that's a great line. BDCs – business development corporations for those who are not familiar – are companies that invest in the debt of small and medium sized companies, sourced through non-bank channels. BDCs fund themselves through equity and debt issuance. So, if you look at the portfolios of BDCs to look at their exposure to software, there's a wide variation across the various BDC portfolios. What makes the assessment of these software risks in BDCs challenging is that many of these companies are private companies without the reporting obligations of public companies. So, no earnings reports, no 10-Ks or cues or broadly publicly available financials look at. So, in effect, these companies need to be re underwritten to evaluate which of these companies would be disrupted from AI; and which companies could actually benefit from AI and see their margins expand. So, in the context of BDCs, liability spreads are something we are watching closely. BDC liability spreads have widened but we think more needs to happen there. The clearing levels need to wait for the full resolution of the companies that benefit and that get hurt by disruption that is still awaited. So, we expect credit spreads of BDCs to remain volatile for some time to come. Vishwas Patkar: Okay. So, seems like this is a significant, or at least a non-trivial risk factor for credit markets, given the growth of the sector, leverage, the skew and quality. But Vishy, do you think this could be systemic for risk markets at large? Vishy Tirupattur: So, I do think that this is a significant risk, but I don't think it's a systemic risk. The amount of leverage in BDC is fairly small. About 2x is the kind of leverage. You compare that to the kind of leverage that existed in the financial system before the financial crisis – that's orders of magnitude smaller risk. And also the linkage to the banking system comes through the back leverage provided to the non-bank lenders. But this leverage is substantially risk remote with very high subordination levels. So, my conclusion here is this is a significant risk but not a systemic risk. So let me turn the same question to you, Vishwas. Taking on a sort of historical perspective as well as a macro perspective, how do you see this risk manifesting in the broader credit space? Vishwas Patkar: Yeah, so I would agree with you Vishy, that we need to see a valuation reset. We think spreads should go wider because of disruption concerns, even if they affect a relatively narrow part of the market. But a lot of that's happening against issuance that's rising. But I would say the risk of systemic concerns really emerging is relatively low. if you look at historical cycles where credit has been the weak link in the economy, those are typically characterized by a lot of corporate re-leveraging. So, think about the late 1990s or from 2004 to 2007 or the early 2000-teens. These are all cycles where corporates were being very aggressive, adding a lot of debt. And you know, when the economy slowed, credit became the source of some default and downgrade concerns. We haven't really seen that type of credit cycle play out at all in the past few years. If you look at corporate debt to GDP, for example, it's gone down each of the last five years. Balance sheet corporate leverage has been flat or actually gone lower in spots. M&A activity, which is usually a good indicator of corporate aggressiveness, still remains below trend. So, I think we have had a fairly restrained credit cycle where in place fundamentals are quite strong. And that's why I think the systemic contagion from any credit spread weakness, I think could be relatively muted. Vishy Tirupattur: So, the key takeaway from us is that software and credit is a significant risk but is not quite systemic risk. Thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Jeff and Christian welcome youtuber and game reviewer Tamoor Hussain back to the show this week to discuss reports that FROM Software prevented Bloodborne remake from happening, Insomniac's Marvel's Wolverine getting a September release date, and a new rhythmn game from the folks who made Guitar Hero.The Playlist:Tamoor: Resident Evil Requiem, AYN Thor, ClutchtimeChristian: Resident Evil Requiem; Marathon Server Slam: Open PreviewJeff: Resident Evil: Requiem, Steam Next Fest Demos (best of the best): Vampire Crawlers, Enter the Chronosphere, Spellsy, Alabaster Dawn, Rune Dice, Croak, TMNT: Empire CityParting Gifts!

(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: https://allinliquidity.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124 https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble https://x.com/chamath/status/2027077786503164260 https://www.citriniresearch.com/p/2028gic https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report https://x.com/TurnerNovak/status/2026332990914101699 https://x.com/anistotle_/status/2026306126674108788 https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion https://www.derekthompson.org/p/nobody-knows-anything https://x.com/kalshi/status/2027040345419129166 https://x.com/StockMarketNerd/status/2019837212515528730 https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/ https://x.com/DavidSacks/status/2027087693327237251 https://x.com/levie/status/2026885050411745491 https://x.com/typesfast/status/2026998028222013679 https://x.com/cboyack/status/2021647373571862952 https://x.com/chamath/status/2025369318696124859 https://x.com/pat_hedger/status/2026742424471560636 https://x.com/SemiAnalysis_/status/2026719180284666046 https://x.com/WesternLensman/status/2024661247296172486 https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30 https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31