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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.
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!
Topics covered in this episode: Raw+DC: The ORM pattern of 2026? pytest-check releases Dataclass Wizard SQLiteo - “native macOS SQLite browser built for normal people” 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. Michael #1: Raw+DC: The ORM pattern of 2026? ORMs/ODMs provide great support and abstractions for developers They are not the native language of agentic AI Raw queries are trained 100x+ more than standard ORMs Using raw queries at the data access optimizes for AI coding Returning some sort of object mapped to the data optimizes for type safety and devs Brian #2: pytest-check releases 3 merged pull requests 8 closed issues at one point got to 0 PR's and 1 enhancement request Now back to 2 issues and 1 PR, but activity means it's still alive and being used. so cool Check out changelog for all mods A lot of changes around supporting mypy I've decided to NOT have the examples be fully --strict as I find it reduces readability See tox.ini for explanation But src is --strict clean now, so user tests can be --strict clean. Michael #3: Dataclass Wizard Simple, elegant wizarding tools for Python's dataclasses. Features
Interview - Ben Worthy from Airbus Protect The current state of OT security and business resilience In this episode of Enterprise Security Weekly, we sit down with Ben Worthy, OT Security Specialist at Airbus Protect, to explore the evolving landscape of business resilience in safety-critical sectors. With over 25 years of experience across aerospace, nuclear, water, oil & gas, and other industries, Ben shares insights on how organizations are adapting to the surge in disruptive cyberattacks—from ransomware targeting operational technology to GPS spoofing and supply chain incidents. We discuss major cases including the Boeing/LockBit ransom demand, the Jaguar Land Rover production shutdown, and the SITA passenger data breach, examining how aviation and other critical infrastructure sectors are separating safety risk from business continuity risk. Ben also breaks down the regulatory changes reshaping the industry, including EASA's October 2025 and February 2026 deadlines that tie cyber assurance directly to safety oversight, and what ENISA's latest numbers reveal about hacktivism and ransomware trends. Whether you're in aviation, nuclear, or any safety-critical sector, this conversation offers practical lessons on building resilience that keeps operations moving while addressing threats in real time. This segment is sponsored by Airbus Protect. Visit https://securityweekly.com/airbusprotect to learn more about them! Topic: Where are the business incentives to build secure products and software? "It's the right thing to do," so of course businesses will make their products secure, right? Well, it turns out that breaches and vulnerabilities don't traditionally hurt financial performance all that much. Stocks recover, insurance covers the bulks of the losses, fines are paid, and lawsuits are settled. Most businesses can comfortably absorb the impact, so the threat of reputational harm or financial losses just aren't slowing them down. In the case of Ivanti, where the reputational harm was extreme, the company's companies continue to get hacked as critical vulnerabilities keep getting discovered in their products. https://www.bloomberg.com/news/features/2026-02-19/vpn-used-by-us-government-failed-to-stop-china-state-sponsored-hackers In this topic segment, we don't aim to provide solutions to this problem, just the awareness that ethics, doing the right thing, and even signing the Secure by Design pledge don't seem to be enough to change vendor behavior when it comes to securing products. The Weekly Enterprise Security News Finally, in the enterprise security news, RSA Innovation Sandbox hot takes Did AI solve cyber? fundings and acquisitions a free app to warn you about smart glasses deep thoughts about OpenClaw replacing US tech with EU equivalents is hard should you turn off dependabot? accidentally taking over 7000 robot vacuums the director of AI Safety at Meta loses her email somehow should you go back to using a blackberry? All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-448
This show has been flagged as Explicit by the host. New hosts Welcome to our new hosts: Vance, not_toby. Last Month's Shows Id Day Date Title Host 4566 Mon 2026-02-02 HPR Community News for January 2026 HPR Volunteers 4567 Tue 2026-02-03 Movie Recommendations for Hackers Deltaray 4568 Wed 2026-02-04 Book reading The Cuckoo's Egg by Cliff Stoll Henrik Hemrin 4569 Thu 2026-02-05 Kiosk with guest mode on Linux Klaatu 4570 Fri 2026-02-06 Playing Civilization V, Part 8 Ahuka 4571 Mon 2026-02-09 Data processing retrospective Lee 4572 Tue 2026-02-10 Uncommon Commands, Episode 3 - strace Deltaray 4573 Wed 2026-02-11 Nuclear Reactor Technology - Ep 6 Thorium Reactors Whiskeyjack 4574 Thu 2026-02-12 UNIX Curio #0 - Introduction Vance 4575 Fri 2026-02-13 Making First Contact Ken Fallon 4576 Mon 2026-02-16 Responce to Lee/Elsbeth eps operat0r 4577 Tue 2026-02-17 HPR Beer Garden 10 - Scotch Ale/Wee Heavy Kevie 4578 Wed 2026-02-18 Alex's journey into Amateur Radio thelovebug 4579 Thu 2026-02-19 Happy by shower Antoine 4580 Fri 2026-02-20 The First Doctor, Part 4 Ahuka 4581 Mon 2026-02-23 Sharp Intake of Breath City (A.K.A.) How I learnt to stop worrying about the fork bomb not_toby 4582 Tue 2026-02-24 Hackerpublic Radio New Years Eve Show 2026 Episode 1 Honkeymagoo 4583 Wed 2026-02-25 Nuclear Reactor Technology - Ep 7 Small Modular Reactors Whiskeyjack 4584 Thu 2026-02-26 Recording a show, and crappy audio Archer72 4585 Fri 2026-02-27 mpv util scripts candycanearter Comments this month These are comments which have been made during the past month, either to shows released during the month or to past shows. There are 37 comments in total. Past shows There are 2 comments on 2 previous shows: hpr4562 (2026-01-27) "Software development doesn't end until it's packaged" by Klaatu. Comment 1: Steve Barnes on 2026-02-03: "(Yeah!)" hpr4564 (2026-01-29) "MakeMKV error" by Archer72. Comment 1: candycanearter07 on 2026-02-05: "regression testing?" This month's shows There are 35 comments on 11 of this month's shows: hpr4566 (2026-02-02) "HPR Community News for January 2026" by HPR Volunteers. Comment 1: Whiskeyjack on 2026-02-03: "Community News for January - Scheduling of Episodes"Comment 2: Ken Fallon on 2026-02-04: "response to Whiskeyjack"Comment 3: Whiskeyjack on 2026-02-04: "response to Ken Fallon - Episode Scheduling Guidelines"Comment 4: Ken Fallon on 2026-02-04: "You're right"Comment 5: candycanearter07 on 2026-02-06: "my two cents"Comment 6: Whiskeyjack on 2026-02-06: "Response to candycanearter07 on episode scheduling"Comment 7: Ken Fallon on 2026-02-07: "re "reschedule shows which don't need to be on a specific date forwards or backwards"" hpr4567 (2026-02-03) "Movie Recommendations for Hackers" by Deltaray. Comment 1: Kinghezy on 2026-02-03: "Office space lumbergh"Comment 2: Antoine on 2026-02-04: "An attractive invitation to watch"Comment 3: Henrik Hemrin on 2026-02-04: "Inspiring recommendations"Comment 4: ClaudioM on 2026-02-05: "Awesome Episode!"Comment 5: Jim DeVore on 2026-02-06: "Great Show!"Comment 6: hobs on 2026-02-23: "Loved the show!" hpr4569 (2026-02-05) "Kiosk with guest mode on Linux" by Klaatu. Comment 1: operat0r on 2026-01-18: "weee"Comment 2: candycanearter07 on 2026-02-05: "very informative!"Comment 3: Jim DeVore on 2026-02-06: "I learned some things that I will try out"Comment 4: candycanearter07 on 2026-02-06: "RE: I learned some things that I will try out" hpr4571 (2026-02-09) "Data processing retrospective" by Lee. Comment 1: Henrik Hemrin on 2026-02-10: "Conversation"Comment 2: Beeza on 2026-02-18: "A Special Episode" hpr4572 (2026-02-10) "Uncommon Commands, Episode 3 - strace" by Deltaray. Comment 1: Ken Fallon on 2026-01-13: "My future self thanks you"Comment 2: candycanearter07 on 2026-02-10: "fantastic learning and debugging tool!"Comment 3: Some Guy on the Internet on 2026-02-11: "It's MAGIC!"Comment 4: Paulj on 2026-02-18: "Great Information" hpr4574 (2026-02-12) "UNIX Curio #0 - Introduction" by Vance. Comment 1: brian-in-ohio on 2026-02-12: "This will be a good series"Comment 2: Vance on 2026-02-14: "Thanks, brian-in-ohio!"Comment 3: Paulj on 2026-02-18: "Thanks for your first show, and upcoming series!" hpr4576 (2026-02-16) "Responce to Lee/Elsbeth eps" by operat0r. Comment 1: Elsbeth on 2026-01-16: "Thank you" hpr4577 (2026-02-17) "HPR Beer Garden 10 - Scotch Ale/Wee Heavy" by Kevie. Comment 1: Gan Ainm on 2026-02-18: ""Scotch" Ale from the Baltic Sea" hpr4578 (2026-02-18) "Alex's journey into Amateur Radio" by thelovebug. Comment 1: Archer72 on 2026-02-17: "Congrats!"Comment 2: Trey on 2026-02-18: "Congratulations! " hpr4579 (2026-02-19) "Happy by shower" by Antoine. Comment 1: candycanearter07 on 2026-02-20: "timing"Comment 2: Antoine on 2026-02-26: "Re # 1 -" hpr4581 (2026-02-23) "Sharp Intake of Breath City (A.K.A.) How I learnt to stop worrying about the fork bomb" by not_toby. Comment 1: Archer72 on 2026-02-17: "First episode"Comment 2: Trey on 2026-02-23: "Welcome!"Comment 3: Steve Barnes on 2026-02-24: "Potted Plant Emoji" Mailing List discussions Policy decisions surrounding HPR are taken by the community as a whole. This discussion takes place on the Mailing List which is open to all HPR listeners and contributors. The discussions are open and available on the HPR server under Mailman. The threaded discussions this month can be found here: https://lists.hackerpublicradio.com/pipermail/hpr/2026-February/thread.html Events Calendar With the kind permission of LWN.net we are linking to The LWN.net Community Calendar. Quoting the site: This is the LWN.net community event calendar, where we track events of interest to people using and developing Linux and free software. Clicking on individual events will take you to the appropriate web page.Provide feedback on this episode.
(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
Talk Python To Me - Python conversations for passionate developers
Digital humanities sounds niche, until you realize it can mean a searchable archive of U.S. amendment proposals, Irish folklore, or pigment science in ancient art. Today I'm talking with David Flood from Harvard's DARTH team about an unglamorous problem: What happens when the grant ends but the website can't. His answer, static sites, client-side search, and sneaky Python. Let's dive in. Episode sponsors Sentry Error Monitoring, Code talkpython26 Command Book Talk Python Courses Links from the show Guest David Flood: davidaflood.com DARTH: digitalhumanities.fas.harvard.edu Amendments Project: digitalhumanities.fas.harvard.edu Fionn Folklore Database: fionnfolklore.org Mapping Color in History: iiif.harvard.edu Apatosaurus: apatosaurus.io Criticus: github.com github.com/palewire/django-bakery: github.com sigsim.acm.org/conf/pads/2026/blog/artifact-evaluation: sigsim.acm.org Hugo: gohugo.io Water Stories: waterstories.fas.harvard.edu Tsumeb Mine Notebook: tmn.fas.harvard.edu Dharma and Punya: dharmapunya2019.org Pagefind library: pagefind.app django_webassembly: github.com Astro Static Site Generator: astro.build PageFind Python Lib: pypi.org Frozen-Flask: frozen-flask.readthedocs.io Watch this episode on YouTube: youtube.com Episode #538 deep-dive: talkpython.fm/538 Episode transcripts: talkpython.fm Theme Song: Developer Rap
This is a recap of the top 10 posts on Hacker News on February 27, 2026. This podcast was generated by wondercraft.ai (00:30): I am directing the Department of War to designate Anthropic a supply-chain riskOriginal post: https://news.ycombinator.com/item?id=47186677&utm_source=wondercraft_ai(01:57): We Will Not Be DividedOriginal post: https://news.ycombinator.com/item?id=47188473&utm_source=wondercraft_ai(03:24): Statement on the comments from Secretary of War Pete HegsethOriginal post: https://news.ycombinator.com/item?id=47188697&utm_source=wondercraft_ai(04:51): Court finds Fourth Amendment doesn't support broad search of protesters' devicesOriginal post: https://news.ycombinator.com/item?id=47181391&utm_source=wondercraft_ai(06:18): The Hunt for Dark BreakfastOriginal post: https://news.ycombinator.com/item?id=47176257&utm_source=wondercraft_ai(07:45): Get free Claude max 20x for open-source maintainersOriginal post: https://news.ycombinator.com/item?id=47178371&utm_source=wondercraft_ai(09:12): A new California law says all operating systems need to have age verificationOriginal post: https://news.ycombinator.com/item?id=47181208&utm_source=wondercraft_ai(10:39): OpenAI raises $110B on $730B pre-money valuationOriginal post: https://news.ycombinator.com/item?id=47181211&utm_source=wondercraft_ai(12:06): Dan Simmons, author of Hyperion, has diedOriginal post: https://news.ycombinator.com/item?id=47183578&utm_source=wondercraft_ai(13:34): Leaving Google has actively improved my lifeOriginal post: https://news.ycombinator.com/item?id=47184288&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
Foundations of Amateur Radio A little while ago I discussed a lovely article by programmer, artist, and game designer "blinry" called "Fifty Things you can do with a Software Defined Radio". This week it occurred to me that I could use their article as a framework to further explore my Bald Yak project. If you're unfamiliar, the Bald Yak project aims to create a modular, bidirectional and distributed signal processing and control system that leverages GNU Radio. For that to happen, I need a solid understanding of GNU Radio and its ecosystem. While I've been playing with it off and on for a decade or so, I have yet to build anything substantial for the simple reason that there was a puzzle piece missing. Last week I discovered it .. by accident. One of the fundamental things I'm attempting to achieve is the creation of a system that doesn't care which radio device you're using. In case you're wondering, I'm doing this because there is a proliferation of device specific software that cannot keep up with the influx of new hardware, doesn't consider the growing use of network connected radios, forced by increased RF noise levels in many communities across the world, not to mention, connecting increasingly expensive computing hardware to lightning rods. If everything goes to plan, it should be possible to use the project with any radio device. This is easier said than done. In GNU Radio this complex issue is addressed by having different blocks that represent different devices. You'll find receiver specific source blocks and equivalent sink blocks representing transmitters. While that's all fine and usable, it means that if I were to publish, say an FM receiver flowgraph, essentially a collection of blocks representing software that implements an FM receiver, I have to decide how I want to deal with the specific device. Do I select an RTL-SDR dongle as the device in my flowgraph and let you figure out how to make it work on the HackRF or the PlutoSDR sitting in your shack, or do I make it completely hardware agnostic, requiring you to wire it all together for your specific situation? Neither is desirable, or simple. Added to this is the problem that trying to make this work using a traditional analogue radio would cause more issues, since there isn't a Yaesu FT-857d block, nor is there one for an Icom IC-7400, let alone something from last century. Someone with some GNU Radio experience might point out that there are source and sink blocks for an audio device, which would allow you to plug one of those radios into a sound card and access the receiver, or transmitter, that way. While that would work, it requires that the radio is physically connected to a computer that's running GNU Radio. It would also give you all manner of headaches attempting to change frequency in the same way as you could using an RTL-SDR dongle. There are several ways to get remote radio control working across a network. For example, using 'rigctld' and 'Hamlib', we can change frequency on over 300 analogue radios, but even if you do, you'll discover that getting the audio across the network creates a whole range of new issues, not to mention that GNU Radio doesn't talk to Hamlib compatible radios. This is why many remote radio solutions are implemented as remote desktop sessions to a computer that is physically connected to the radio. While attempting to solve a completely unrelated challenge last week, I came across 'SoapySDR', described as a vendor and platform neutral SDR support library. Essentially it's a project that allows an application to interact with different devices without needing to support individual radios. This allows an application developer to write their software to support SoapySDR and from then on benefit from its ability to talk to lots of radios in a variety of different ways. For example, one of the in-built features is called 'SoapyRemote' which allows you to connect to a SoapySDR radio and interact with it across a network. Specifically, you can send and receive, as well as control the radio, essentially bundling together both the audio and control signals. SoapySDR also includes a tool called 'soapy-audio'. While documentation is sparse, it appears to support Hamlib, which means that you can, at least theoretically, connect a low powered computer, like for example a $5 Raspberry Pi Zero, to your analogue radio and access and control it across the network. Best part? It's supported by GNU Radio and many other applications. I've started creating a repository with the "Fifty Things you can do with a Software Defined Radio", one directory per thing, that will contain the bits needed to run inside GNU Radio and across the network to any SoapySDR compatible hardware. Now, before you get as excited as I am, there's a few hurdles. I'm not yet sure of the status of soapy-audio, but it looks promising. I have the bits sitting on my computer and I'm working through them. For example, I'm not sure if the current implementation supports transmit. I also have anecdotal evidence that Hamlib support is incomplete, but I don't yet know to what extent. I anticipate some coding in my future. I suspect it will be the equivalent of building a new SoapySDR module, but time will tell. I can tell you that I'm running an RTL-SDR dongle connected to a low-power computer and I can connect to it across the network with GNU Radio on my workstation and run a proof of concept FM receiver flowgraph. There's no reason for either computer to be in the same room, let alone the same country. You'll find the project on my VK6FLAB GitHub page. I plan to work my way through the 50 items and discover what I don't know about GNU Radio. Feel free to play along. I'm Onno VK6FLAB
When Dave Mabe backtested his strategy, it outperformed his own discretionary trading — and changed how he approached everything. In this episode, we discuss gapping breakouts, expectancy, systematic trading, drawdowns, and the reality gap between backtests and live execution. A practical conversation for traders serious about building durable edge. In this episode, we explore: · How Dave got introduced to markets: From early exposure to investing through his family to actively seeking more control over his capital and moving from swing trading into day trading. · Why rules matter: The transition from discretionary decisions to systematic frameworks — and why trading without a process is a fast path to inconsistency. · Backtesting as a “superpower”: What backtesting really does for strategy development and confidence in your edge. · Reconciling backtests with real life: Practical realities of execution, slippage, and market structure — and how to build a feedback loop so your live results get closer to your imulations. · Drawdowns and mindset: How to handle periods where a strategy doesn't behave as expected, and why many traders quit in drawdowns rather than at all-time highs. · Scaling a trading business: The difference between scaling size versus scaling breadth — and why uncorrelated strategies matter. · Practical first step for systematic traders: How to start adding structure to your trading with backtesting, even if you're not a programmer. About the guest: Dave has been a professional trader and technologist for over two decades. As a former CTO of Trade-Ideas, he has unique experience at the intersection of algorithm design, real-time market data, and automated execution. Outside trading, he writes a popular daily newsletter on backtesting and systematic strategy development, and hosts the Line Your Own Pockets podcast focused on systematic approaches to markets. Links + Resources: · Link to Better Backtesting —Dave's free multi-day email course on building strategies and improving them over time. · Trade-Ideas, Amibroker, RealTest — examples of backtesting and strategy development platforms discussed in context. Sponsor of Chat With Traders Podcast: Trade The Pool: http://www.tradethepool.com Time Stamps: Please note: Exact times will vary depending on current ads. 00:00 Intro and Background 08:29 Stock Selection and Systematic Trading Rules 11:32 Position Sizing, Expectancy and Risk Management 16:50 Discovering Backtesting and First Backtests 18:40 Backtesting Principles, Sample Size and Common Pitfalls 20:34 Gradual Automation and Live Trading Implementation 22:17 Trading Journal and Reconciling Backtest vs Live 27:27 Scaling through Automation: More Trades, Better Results 29:26 Drawdowns, Psychology and Handling Setbacks 34:14 Tools, AI and Software for Backtesting and Coding 39:56 Common Trading Myths Debunked (Partials, Stops) 48:01 Getting Started: Practical Steps, Resources and Closing Trading Disclaimer: Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Once a bankable, buoyant sector, software is turning off investors spooked by an AI-powered future. WSJ markets reporter Jack Pitcher explains how we got here. Plus, personal tech columnist Nicole Nguyen is here with tips to avoid those dreaded “storage full” alerts. Katie Deighton hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
On Wall Street, it's a showdown between hardware and software: As the rise of AI proves once again this week, it will continue to reshape the future of our economy. February was a volatile month, driven largely by growing investor anxiety about the long-term impact of artificial intelligence. Software stocks are currently experiencing a significant sell-off, driven by fears that AI tools from companies like Anthropic will disrupt traditional "Software-as-a-Service" (SaaS) business models for major players such as Microsoft, Adobe, and Salesforce. Lou Basenese—Executive Vice President of Market Strategy at Prairie Operating Company and a FOX News Contributor—joins FOX Business Network host Taylor Riggs to discuss how AI disrupted the markets this month, the standoff between Anthropic and the Pentagon, and the latest economic data regarding mortgage rates and inflation. Plus, Lou and Taylor discuss a surprising new trend: companies marketing makeup to... six-year-olds. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Stocks selling off to close out the week, as investors digested a hot inflation report. The credit-linked concerns weighing on banks, credit card companies and asset managers, and the stocks one top bank analyst is leaning into on the weakness. Plus, the software slump continues with the IGV software ETF down more than 20% so far this year, but Morgan Stanley's Katerina Simonetti is laying out where she sees some opportunity in the tech tumble. 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.
Join us on the STILL RELEVANT tour: https://simulationtheory.ai/16c0d1db-a8d0-4ac9-bae3-d25074589a80Join Simtheory: https://simtheory.aiTDIA Discord: https://discord.gg/gTW4RkAJvnHorse Egg Lifecycle Infographic: https://staging.simtheory.ai/share/file/UZ2KJU----So Chris, this week... we're diving into Google's new Nano Banana 2 image model - 50% cheaper and supposedly faster (when the servers aren't melting). We put it through its paces with annotation-based editing, slide generation, and yes, the return of the legendary horse egg experiment.Plus: Google quietly kills Gemini-3 after just a few months (good riddance?), we discuss why the model was "dead on arrival" for agentic workflows, and break down the real story behind those massive AI layoff announcements from Block and WiseTech. Spoiler: it's probably not actually about AI.We also get into the current state of the model wars (Opus 4.6 vs Codex 5.3), why smaller models like GLM-5 might be the future for enterprise agentic tasks, and Chris's wife teaching Claude to literally speak to her using Mac's text-to-speech. The models are getting creative.---0:00 - Intro0:36 - Nano Banana 2: Price, Speed & First Impressions3:19 - The Compositing Problem & Last Mile Design5:41 - Annotation-Based Editing (This Changes Everything)9:52 - Slide Editing & Real-World Use Cases12:34 - The Horse Egg Experiment Returns14:30 - Image Degradation & Cost Breakdown17:47 - Text-to-Image Leaderboard Discussion20:01 - Why Nano Banana Dominates for Work22:07 - Codex 5.3 vs Opus 4.622:54 - Google Kills Gemini-3 (What Went Wrong?)26:48 - Google's Agentic Problem30:08 - The Model Loyalty Cycle34:22 - Why Opus 4.6 is Still the Best37:05 - Cost Optimization & Smart Model Routing43:30 - When Models Get Stuck on the Wrong Path45:36 - Nicole's AI Learns to Talk Back46:54 - Can Anyone Build Software Now?52:26 - Anthropic's Legal/Finance Plugins & Market Panic57:08 - Block Lays Off 4,000: AI or Excuse?1:00:05 - The AI Job Apocalypse Isn't RealThanks for listening like and sub xoxo
AI vs SaaS: Seat + Consumption Can CoexistSalesforce, Workday, Nvidia, Zoom, Block | Around the DeskThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.Are seat-based models being replaced?Or is AI expanding the value of platforms?Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable platforms, not eliminating them. The winners are likely multi-product ecosystems with compliance depth, proprietary data, and embedded workflows. Not point solutions.00:00 Welcome and Disclaimer00:43 AI vs SaaS Big Week02:13 Platforms vs Point Solutions03:46 Salesforce Seats + Agents07:06 Jobs Data10:08 Buybacks + Workday12:07 Inflation + Breadth14:17 Nvidia + Valuations17:26 AI Adoption + Limits19:03 Capitulation Setup22:08 Portfolio Updates26:19 ClosingDisclaimerThis content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. The views expressed are as of the recording date and may change. The host and affiliated entities may hold positions in the companies discussed. Investing involves risk, including potential loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.© 2026 Avory & Co. All rights reserved.
Less Annoying CRM is soft launching two major features we've been working on for months. This episode dives into that and a bunch of other stuff.
Today's show is all about digging into value, which often can be found in the scariest portions of the stock market. Of late, nothing has been scarier than the wash-out in software stocks, but in the Market Call, Adam Peck, co-founder of Riverwater Partners, says that the "massacre in the software space" has made it that the software sector is now a value priced sector for the first time in two decades. With a lot of software stocks with double-digit free cash flow yields, Peck says, making software "one of the most interesting areas of the market." The software companies troubles have spilled over into the realm of business-development companies, many of which have made loans to software companies that, in theory, could be troubled if artificial intelligence replaces the need for software as a service. Behind the theory that software companies will struggle to pay debts as artificial intelligence renders their products less useful and attractive, there are been some scary, well-publicized issues with a few BDCs. John Cole Scott, president of CEF Advisors, digs into the math that is impacting the lenders and BDCs in general. Scott, who also serves as chairman of the Active Investment Company Alliance, shows how the headlines could be creating values that make the industry more attractive, not less, for investors who understand and measure the risk. Plus, Columbia University finance professor Ehsan Ehsani discusses his new book, "Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street," which helps investors follow value-oriented strategies in all market conditions.
In this episode of The Ross Simmonds Show, Ross breaks down the so-called “SaaSpocalypse” after $1 trillion in SaaS market cap vanished in a single week. While headlines scream that “AI will replace SaaS,” Ross argues the reality is far more nuanced. He introduces a three-part framework ; Exposed, Embedded, Evolved , and outlines the strategic shifts founders and marketers must make to survive and compound in the age of AI agents. Key Takeaways and Insights: 1. The $1 Trillion Wake-Up Call -SaaS stocks were crushed in early 2026, triggering fear across markets. -AI agents, LLM advancements, and disappointing earnings accelerated the correction. -The dominant narrative says AI will replace SaaS , but the situation is more complex. -Market fear is loud. Structural change is quieter, but very real. 2.AI Agents, Vibe Coding & the Death of Per-Seat Pricing? -AI agents interacting directly with APIs challenge traditional SaaS interfaces. -“Vibe coding” demonstrates how quickly software can now be replicated. -Per-seat pricing models are under pressure as automation scales output. -The interface is shifting from dashboards to conversations. 3.The Data Reality Most People Ignore -Global SaaS spending is projected to grow from $318B (2025) to $500B+ (2028). -Enterprise contracts and deep dependencies don't disappear overnight. -Pricing models may change. Market leaders may change. -Software demand isn't vanishing, it's evolving. 4.The Extinction Stack: Exposed, Embedded, Evolved -SaaS companies fall into three survival tiers. -Not all SaaS companies face equal risk. -Your future depends on depth of integration and data moat. -Operators must identify where they sit, now. 5.Type 1: The Exposed -Horizontal point solutions with weak moats and low switching costs. -Easily replicated with AI tools in days or weeks. -Rely on habit rather than proprietary advantage. -Most vulnerable to margin compression and churn. 6.Type 2: The Embedded -Deeply integrated systems of record inside enterprises. -Painful and complex to replace due to migration risk. -The risk isn't extinction ,it's interface disruption. -Must become AI-first before agents abstract them away. 7. Type 3: The Evolved -AI-native or aggressively AI-integrated platforms. -Built on proprietary data, regulatory moats, and deep user memory. -AI increases the value of their data advantage. -Positioned not just to survive, but accelerate. 8.Distribution Is the New Defensive Moat -AI can replicate features. It cannot replicate trust. -Brand equity, audience relationships, and distribution compound. -As product development gets cheaper, distribution becomes the advantage. -This is the moment to double down on quality and amplification. 9.From Time-Based to Outcome-Based Thinking -Per-seat and time-based pricing models face structural pressure. -The future favors outcome-driven pricing and accountability. -Buyers will demand measurable impact, not access. -Service businesses must shift from hours sold to results delivered. 10. Intentional AI vs Fear-Based AI -Two types of teams are emerging: intentional adopters and reactive adopters. -AI without process creates noise, not leverage. -10,000 mediocre AI assets won't move the needle. -10 strategic, AI-enabled assets can change a business trajectory. —
Harry Gestetner built a creator economy platform in college, sold it, and walked away. Then he did the one thing nobody expected. He jumped back in and started building hardware.In this episode, the founder and CEO of Orion (a sleep tech company making smart mattress covers) sits down to talk about what really happens after an exit, why most founders can't stay away from building, and what changes when you go from software to physical products.Harry shares what surprised him about the acquisition process, how he thinks about evaluating new startup ideas, and why he believes hardware is "life on hard mode." He also gets into the mental side of founding, from managing stress to staying sharp when everything feels uncertain.What You'll Walk Away WithGoing through an exit sounds like the finish line, but Harry explains why it's actually a reset. You trade ownership and freedom for financial security, and at some point, most founders start craving the creative control they gave up.Not every idea deserves your time. Harry talks about running new concepts through a "disqualification period" where you actively try to poke holes before committing. The ones that survive that process are worth going all in on.Hardware changes the game. Software lets you pivot fast. Hardware gives you 18 month product cycles, inventory headaches, and supply chain complexity. Conviction has to be higher before you start.The best startup ideas come from problems you and your friends actually have. If enough people share that problem, you've got a market.Knowledge compounds across startups. Harry compares the founder journey to an elastic band. Once you've been stretched, you never go back to your original form. Every challenge you survive makes the next one more manageable.Timestamped Highlights[00:34] What Orion actually does and how it makes six hours of sleep feel like ten[03:01] The emotional arc of an exit that nobody talks about, from relief to restlessness[05:34] How Harry evaluates startup ideas and why he uses a disqualification process[09:30] Why building hardware is "life on hard mode" and what made him take it on anyway[10:39] The elastic band theory of founder growth and why learning compounds over time[15:49] His advice for early career founders: pick one thing and go all inWords That Stuck"As a founder, you're sort of like an elastic band. The more you get stretched, you never go back to the original form."Tactical TakeawaysRun every new idea through a disqualification period. Actively look for reasons it won't work before you commit. The ideas that survive that scrutiny are the ones worth building.Build around problems you personally experience. If your friends share the same frustration, there's a good chance others do too. That's your market signal.If you're going to start something, go all in. Stop hedging across multiple projects. Pick one idea and dedicate yourself to it completely until it works.Keep Up With The ShowIf this episode hit home, share it with a founder or someone thinking about taking the leap. Subscribe wherever you listen so you never miss an episode. And connect with us on LinkedIn for more conversations like this one.
Mazen and Robin chat with Krzysztof Magiera about React Native Screens, the "most important library you'll never use directly," from its origin as a fix for memory-hogging stacked screens to the exciting V5 rewrite built exclusively for the new architecture. Show Notes RNR 309 - React Native IDE with Krzysztof Magiera RNS Website RNS GitHub Blog: Introducing Fabric to react-native-screens Connect With Us! Krzysztof Magiera: @kzzzf 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 February 26, 2026. This podcast was generated by wondercraft.ai (00:30): Statement from Dario Amodei on our discussions with the Department of WarOriginal post: https://news.ycombinator.com/item?id=47173121&utm_source=wondercraft_ai(01:58): Tell HN: YC companies scrape GitHub activity, send spam emails to usersOriginal post: https://news.ycombinator.com/item?id=47163885&utm_source=wondercraft_ai(03:27): Layoffs at BlockOriginal post: https://news.ycombinator.com/item?id=47172119&utm_source=wondercraft_ai(04:56): Nano Banana 2: Google's latest AI image generation modelOriginal post: https://news.ycombinator.com/item?id=47167858&utm_source=wondercraft_ai(06:24): Tech companies shouldn't be bullied into doing surveillanceOriginal post: https://news.ycombinator.com/item?id=47160226&utm_source=wondercraft_ai(07:53): RAM now represents 35 percent of bill of materials for HP PCsOriginal post: https://news.ycombinator.com/item?id=47161160&utm_source=wondercraft_ai(09:22): Will vibe coding end like the maker movement?Original post: https://news.ycombinator.com/item?id=47167931&utm_source=wondercraft_ai(10:50): AirSnitch: Demystifying and breaking client isolation in Wi-Fi networks [pdf]Original post: https://news.ycombinator.com/item?id=47167763&utm_source=wondercraft_ai(12:19): What Claude Code ChoosesOriginal post: https://news.ycombinator.com/item?id=47169757&utm_source=wondercraft_ai(13:48): Show HN: Terminal Phone – E2EE Walkie Talkie from the Command LineOriginal post: https://news.ycombinator.com/item?id=47164270&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
Murderbots, mass layoffs, and media takeovers — all in one news cycle. Anthropic told the Pentagon "we will not accede." Block cut half its workforce overnight. And the Paramount-Warner Brothers deal raises real questions about who's running the media now.Also, thanks to Nicolás Maduro's fashion sense, Dan's 13-year-old is being called Lil Tator at school and honestly? The kids are all right. Happy FAFO Friday!Here's some of what Kwaku Aning and I get into:(00:00) - Three Stories Broke Last Night (03:16) - Anthropic Tells the Pentagon No (06:24) - Murder Bots, But Human in the Loop (07:00) - The Pentagon's Friday Deadline (09:28) - Why This Is a Huge Win for Anthropic (10:50) - The War for AI Talent (12:57) - Is the Administration Losing Steam? (15:05) - The Paramount-Warner Brothers Deal (17:36) - Who Controls the Media Now? (21:13) - CNN, Independent Media, and the Employee Perspective (23:55) - Block Lays Off 4,000 People (24:14) - The Citrini Research Fiction That Tanked Stocks (27:49) - AI Washing and the Real Reason for Layoffs (30:11) - Will Vibe Coding Replace Real Companies? (33:27) - Mid-Roll Break (34:41) - Past, Present, Future: State-Controlled AI (35:18) - Past, Present, Future: Independent Media (38:03) - — SLAPP Lawsuits and Creator Protections (40:23) - — Past, Present, Future: Knicks Championship (41:44) - — Come See Us at South by Southwest!
On Wall Street, it's a showdown between hardware and software: As the rise of AI proves once again this week, it will continue to reshape the future of our economy. February was a volatile month, driven largely by growing investor anxiety about the long-term impact of artificial intelligence. Software stocks are currently experiencing a significant sell-off, driven by fears that AI tools from companies like Anthropic will disrupt traditional "Software-as-a-Service" (SaaS) business models for major players such as Microsoft, Adobe, and Salesforce. Lou Basenese—Executive Vice President of Market Strategy at Prairie Operating Company and a FOX News Contributor—joins FOX Business Network host Taylor Riggs to discuss how AI disrupted the markets this month, the standoff between Anthropic and the Pentagon, and the latest economic data regarding mortgage rates and inflation. Plus, Lou and Taylor discuss a surprising new trend: companies marketing makeup to... six-year-olds. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What exactly are LPs buying when they allocate to venture today and do they still believe in it?In this episode, Andreas sits down with Max Bray and Juliet Bailin, both Venture Partners at Kindred Capital VC to unpack what's really happening beneath the fundraising headlines.Max brings the raw perspective of trying to raise a first-time fund in 2025 with unicorn-founder GPs, strong angel track records, and still struggling to secure second meetings.Juliet brings the sharper counterpoint: LP frustration isn't always ignorance. Sometimes it's a rational response to how venture has been practiced, especially around transparency, liquidity discipline, and the unrealistic expectation that a GP should be world-class at everything.This is a conversation about:LP behavior in uncertain cyclesThe myth of the “full-stack investor”Why solo GP economics are brutalWhether software still needs ventureAnd why the fund model is splitting at the extremesNot hot takes. Not doom.Just honest mechanics.ShareWhat's Covered:01:04 Max's 2025 fundraising reality: even strong “on-paper” stories struggle to get second calls03:46 LP rotation: capital moving toward liquidity, security, and shorter-duration bets05:08 LP frustration: transparency gaps + liquidity decision-making07:09 LPACs as sparring partners, not governance theatre09:31 Europe's structural issue: too few LPs and GPs have lived full cycles12:47 The “full-stack investor” myth: investing + fund management + compliance + IR14:46 Solo GP economics: why 2/20 breaks at the small end26:08 The barbell thesis: platforms on one end, specialists on the other27:56 Software defensibility compression in the AI era30:24 Will AI decentralize outcomes — or centralize them further?33:10 The rise of AI roll-ups and alternative capital models35:19 The “middle-market squeeze” — real or overhyped?39:34 What founders actually care about when choosing a fund
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Absturz bei Nvidia, einen Rebound bei Software und eine Wende im Warner Brothers Drama. Außerdem geht es um Atlassian, Zscaler, Datadog, Applovin, Crowdstrike, Workday, Salesforce, Opendoor, Intuitive Machines, Carvana, IonQ, Rigetti, Netflix, Paramount Skydance, Allianz, Deutsche Telekom, Münchener Rück (Munich Re), Scout24, Heidelberg Materials, Deutsche Börse, Kion, Hensoldt, Puma, Block (Square), WiseTech, Amazon, Nike, Verizon, Papa Johns, Pinterest, Autodesk, Ebay, UPS, Hypoport, Xtrackers MSCI World Industrials ETF (WKN: A113FN), Amundi S&P World Industrials Screened ETF (WKN: A3DSTE), iShares MSCI Europe Industrials Sector ETF (WKN: A2QBZ6), iShares S&P 500 Industrials Sector ETF (WKN: A142N0). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Newer AI tools have begun to act less like “a souped up search engine and more of a junior staffer” observes one industry watcher. Software developers are deploying Claude Code. Small business people are using AI to work out logistics. At home, people are deploying AI to organize to-do lists, plan vacations, and create meal plans. But what are the risks? We talk about how AI is evolving, and how to think about the ethics of using these tools. Guests: Nitasha Tiku, tech culture reporter Maxwell Zeff, senior writer covering artificial intelligence, WIRED Heather Kelly, technology reporter focusing on the intersection of technology and everyday life Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are companies merely using it as a scapegoat for job cuts? Plus, the software stocks Raymond James says are poised for short-term bounce. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenZFS monitoring, hellosystems 0.8, GhostBSD and XLibre, Bhyve Exporters and 30 year old LibC issues. NOTES This episode of BSDNow is brought to you by Tarsnap and the BSDNow Patreon Headlines OpenZFS Monitoring and Observability: What to Track and Why It Matters helloSystem 0.8 Released FreeBSD Based OS Inspired by macOS. https://itsfoss.gitlab.io/post/hellosystem-08-released-freebsd-based-os-inspired-by-macos/ News Roundup [Default GhostBSD to XLibre](https://github.com/ghostbsd/ghostbsd-build/pull/259] Addressing XLibre Change and GhostBSD Future Bhyve Prometheus Exporter for Sylve on FreeBSD. Linux GNU C Library Fixes Security Issue Present Since 1996 Beastie Bits NetBSD 11.0 RC1 available! The Book of PF, 4th Edition is now available December 2025 Finance Report LLDB improvements on FreeBSD Any desire for OnmiOS/Illumos Support : Now's your chance to convince me 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
There is a question that sounds almost embarrassingly simple. After a vulnerability is discovered in a piece of widely used software — something like Log4Shell, which shook the security world and left hundreds of thousands of organizations exposed overnight — the question organizations scrambled to answer was this: where is this code, and what does it touch? Most couldn't answer it. Not the Fortune 500 companies. Not the government agencies. Not the critical infrastructure operators. Not the hospitals or the banks or the utilities. They had built and bought mountains of software over years and decades, and when the moment came to understand what was actually inside it, they were effectively blind. That gap is exactly what Daniel Bardenstein set out to close when he co-founded Manifest Cyber in 2023. And in a conversation on ITSPmagazine's Brand Highlight series, he made a case for technology transparency that is hard to argue with — not because it's technically complex, but because the analogy he draws is so strikingly obvious once you hear it. "If you want to buy a house, you get to go inside the house, do the home inspection," he said. "You want to buy food from the grocery store — you can look at the ingredients. Even our clothes tell you what they're made of, how to care for them, and where they're from." But software? The technology running hospital MRI machines, weapon systems, financial infrastructure, water delivery? No transparency required. No ingredient label. No inspection rights. Just trust. That trust, as Log4Shell demonstrated, is a vulnerability in itself. Bardenstein came to this problem with credentials that few founders in the space can claim. Before starting Manifest, he spent four and a half years in the US government leading large-scale cyber programs and serving as technology strategy lead at CISA — the Cybersecurity and Infrastructure Security Agency. He saw firsthand how defenders are perpetually at a disadvantage, operating without the basic visibility they need to do their jobs. His mission became building the tools to change that. The problem, he's quick to point out, has not improved in the years since Log4Shell. Software supply chain attacks have multiplied — XZ Utils, NPM Polyfill, and others following the same pattern: trusted software becomes the attack vector, and it spreads fast. Meanwhile, most security teams are still operating with SCA tools that generate noisy, overwhelming alerts and vendor risk programs built on Excel spreadsheets and questionnaires rather than actual empirical data about the security of what they're buying. "Security teams have a false sense of security," Bardenstein said. The gap between what organizations think they know and what they actually know about their software supply chains remains dangerously wide. Manifest Cyber addresses this across the full lifecycle. For organizations that build software, the platform maps every open source dependency, assesses it for risk, and ensures developers can write more secure code without losing velocity. For organizations that buy software — which is everyone — it finds risks before procurement, then continuously monitors every third party component so that when something breaks, they know the blast radius in seconds, not weeks. The timing matters. Regulation is catching up to the problem. The EU AI Act, the Cyber Resilience Act, and a growing body of global policy are beginning to demand exactly the kind of software supply chain transparency that Manifest is built to provide. Organizations that wait to build this capability will find themselves scrambling to comply — those that build it in now will have it as a competitive advantage. The ingredient label for software has always been missing. Manifest Cyber is writing it. ________________________________________________________________ Marco Ciappelli interviews Daniel Bardenstein, CEO & Co-Founder of Manifest Cyber, for ITSPmagazine's Brand Highlight series. HOST Marco Ciappelli — Co-Founder & CMO, ITSPmagazine | Journalist, Writer & Branding Advisor
Markets digest a wave of earnings as volatility lingers and NVIDIA struggles to hold gains. Why NVIDIA's pullback matters and what it could mean for the broader AI trade. Results roll in from Block, Dell, Intuit, Autodesk, CoreWeave, Flutter and Zscaler, shaping sentiment across payments, enterprise tech and infrastructure. Saira Malik, Chief Investment Officer at Nuveen, argues that four forces are driving volatility: trade policy, central bank leadership, AI disruption and developments in the Middle East. She explains why earnings must do the heavy lifting as elevated valuations limit upside and why fixed income fundamentals remain solid even as defaults tick higher. Bradley Tusk of Tusk Ventures joins to discuss where VC is placing its money in tech. Aneesha Sherman of Bernstein explains why TJX's experiential model may protect its premium multiple and outlines her $175 price target. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a "SaaSpocalypse" — the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 0:49 - National Chili Day & Demise of Whataburger 3:04 - Nvidia & SalesForce Report 7:25 - Markets Are "Stable" 12:17 - Blizzards & Chili 13:21 - The Incredible Nvidia Numbers 15:37 - The Lack of Market Reaction to Nvidia Report 17:02 - Where Will the Capital Come From? 23:22 - Why the Market Isn't Enthusiastic (about Nvidia) 24:30 - SalesForce & The Software Apocalypse 30:15 - Who Will Survive? 33:13 - Will AI Create a New Spreadsheet 36:19 - Tariffs: Old vs New: Markets Are Calm 40:49 - Betting on Tariff Refunds? ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6DavZVDY7OQ ------- Articles Mentioned in Today's Show: "Software Stocks: Navigating The SaaSpocalypse" https://realinvestmentadvice.com/resources/blog/software-stocks-navigating-the-saaspocalypse/ ------- Watch our previous show, "Q & A Wednesday: Straight Talk About Your Money" here: https://youtube.com/live/oW7OkyOvYC4 -------- The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here: https://youtu.be/tiE6S1qaBn0 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything
Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: 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 We 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 (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan, Guy Adami & Liz Thomas break down the top market headlines and bring you stock market trade ideas for Thursday, February 26th -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick McKenzie (patio11) and Luke Farrell examine the structural "technical imagination" gap that prevents the US government from delivering high-fidelity digital services. They discuss why states routinely pay full price 29 times for the same buggy codebase, why failure is the default outcome, and why rooms full of government administrators cannot muster the expertise to say a two line code change should be trivial. They also discuss Luke's work on the "means testing industrial complex,” why the government redundantly pays a private vendor to do a SQL query for information the IRS already knows, and what vendors would say about their own discontents.–Full transcript available here: http://www.complexsystemspodcast.com/understanding-government-procurement-with-luke-farrell/–Presenting Sponsors: Mercury & FramerIf 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. Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.Building and maintaining marketing websites shouldn't slow down your engineers. Framer gives design and marketing teams an all-in-one platform to ship landing pages, microsites, or full site redesigns instantly—without engineering bottlenecks. Get 30% off Framer Pro at framer.com/complexsystems.–Links:Luke Farrell's Substack: https://donmoynihan.substack.com/Luke Farrell, The Means-Testing Industrial Complex: https://donmoynihan.substack.com/p/the-means-testing-industrial-complex–Timestamps:(00:00) Intro(01:52) Transitioning from Google to the US Digital Service (USDS) (05:18) How rule buildup and administrative burdens create "Kafkaesque" mazes (08:21) Using diagrams and funnels to visualize benefit denials (11:49) Software logic errors that improperly kicked children off Medicaid (18:25) Why government payroll IT costs hundreds of millions of dollars (20:02) Sponsors: Mercury and Framer(22:02) How recursive legal requirements and DOD standards inflate IT scope (26:57) Market consolidation and the lack of competition in procurement (33:47) Aligning program administrator incentives with successful service delivery (36:03) Using in-house technologists to push back on vendor change orders (39:27) Shifting from "Big Bang" contracts to iterative, agile development (53:10) The moral incoherence of asset limits (01:11:36) Insourcing electronic income verification databases (01:16:56) Building public sector competence to manage modern technical risk (01:20:08) Wrap
Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a "SaaSpocalypse" — the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 0:49 - National Chili Day & Demise of Whataburger 3:04 - Nvidia & SalesForce Report 7:25 - Markets Are "Stable" 12:17 - Blizzards & Chili 13:21 - The Incredible Nvidia Numbers 15:37 - The Lack of Market Reaction to Nvidia Report 17:02 - Where Will the Capital Come From? 23:22 - Why the Market Isn't Enthusiastic (about Nvidia) 24:30 - SalesForce & The Software Apocalypse 30:15 - Who Will Survive? 33:13 - Will AI Create a New Spreadsheet 36:19 - Tariffs: Old vs New: Markets Are Calm 40:49 - Betting on Tariff Refunds? ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/6DavZVDY7OQ ------- Articles Mentioned in Today's Show: "Software Stocks: Navigating The SaaSpocalypse" https://realinvestmentadvice.com/resources/blog/software-stocks-navigating-the-saaspocalypse/ ------- Watch our previous show, "Q & A Wednesday: Straight Talk About Your Money" here: https://youtube.com/live/oW7OkyOvYC4 -------- The latest installment of our new feature, Before the Bell, "100-DMA Support at Risk," is here: https://youtu.be/tiE6S1qaBn0 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (03:29) AI Boom or Apocalypse (11:10) NVDA Earnings & Dutch Disease (15:30) Software's Rerating & CapEx Winners/Losers (26:06) Are We the Horses? (29:44) Ads (Coinbase, Arkham) (31:25) Signs of Economic Reacceleration (40:36) Currencies & Vol Control (45:12) Gold, AI, Space, Hockey (48:33) Housing Market & Homebuilders (52:49) Boomer Roasting — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, sed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
Kevin Green says Nvidia (NVDA) experienced a trend seen over the last several quarters with the stock selling off soon after markets opened Thursday. He explains why the trend persists even after the Mag 7 giant posted great earnings. One surprising part of the market gaining on Nvidia's sell-off: software, with KG noting potential for stocks in the sector to find their footing. He later turns to the latest price action in crude oil. ======== 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
Charles Schwab's Nathan Peterson takes investors through the tech landscape and its downside action Thursday. He talks about the "biggest divergence" between software and the Nasdaq-100 in years and what software needs to ensure it builds a substantial comeback. Nathan also explains how the Nvidia's (NVDA) sell-off can impact stocks short-term. ======== 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
Learn more about Refrigeration Mentor Customized Technical Training Programs at www.refrigerationmentor.com/courses Join the Refrigeration Mentor Hub here This conversation was from our latest Refrigeration Mentor Community Meetup, talking about refrigeration controls and electrical systems with Andrew Freeburg and Erik Holland. We cover control fundamentals such as transformers, multiplex board setup, communication basics, polarity, baud rate, cable practices, and fail-safe settings for loads. We also discuss how to build confidence through competence - studying, repetition, applying skills on real systems, asking questions, using community support, setting goals, and learning by teaching. Interested in joining the next Refrigeration Mentor Community Meetup? Click here. In this episode, we discuss: (00:30) Confidence and Competence (06:02) Learning How to Learn (09:58) Setting Goals and Support Groups (15:42) Dunning Kruger Effect (21:58) Electrical Basics and Safety (22:21) Center Tap Transformers (24:30) Multiplex Boards and Dip Switches (25:59) Binary Addressing Switches (26:37) Power and Comms Terminals (27:11) Comms Voltage and LEDs (29:40) Wiring Noise and Shielding (30:47) Fail Safe Dip Switches (33:46) Analog Inputs and Outputs (34:54) Software vs Hardware Logic (39:06) Panel Safety Basics (43:30) Meter Testing and Ratings (47:47) Electrical Safety Mindset Helpful Links & Resources: Episode 371. A 6-Step Process for Faster Electrical Troubleshooting Episode 215. Understanding Refrigeration System Controls with Larry Herman of Redline Control Design
This is a recap of the top 10 posts on Hacker News on February 25, 2026. This podcast was generated by wondercraft.ai (00:30): Danish government agency to ditch Microsoft software (2025)Original post: https://news.ycombinator.com/item?id=47149701&utm_source=wondercraft_ai(01:58): Never buy a .online domainOriginal post: https://news.ycombinator.com/item?id=47151233&utm_source=wondercraft_ai(03:26): Amazon accused of widespread scheme to inflate prices across the economyOriginal post: https://news.ycombinator.com/item?id=47145907&utm_source=wondercraft_ai(04:54): New accounts on HN more likely to use em-dashesOriginal post: https://news.ycombinator.com/item?id=47152085&utm_source=wondercraft_ai(06:22): Anthropic Drops Flagship Safety PledgeOriginal post: https://news.ycombinator.com/item?id=47145963&utm_source=wondercraft_ai(07:50): Claude Code Remote ControlOriginal post: https://news.ycombinator.com/item?id=47148454&utm_source=wondercraft_ai(09:18): US orders diplomats to fight data sovereignty initiativesOriginal post: https://news.ycombinator.com/item?id=47152252&utm_source=wondercraft_ai(10:46): Following 35% growth, solar has passed hydro on US gridOriginal post: https://news.ycombinator.com/item?id=47154009&utm_source=wondercraft_ai(12:14): Jimi Hendrix was a systems engineerOriginal post: https://news.ycombinator.com/item?id=47157224&utm_source=wondercraft_ai(13:42): Bus stop balancing is fast, cheap, and effectiveOriginal post: https://news.ycombinator.com/item?id=47153798&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
Rob Slaughter Rob Slaughter, CEO and co-founder of Defense Unicorns, discusses the modernization of the Department of War and the company’s role in facilitating technology integration with Don Witt of the Channel Daily News, a TR publication. Rob and Don comment on the modernization focusing on technology advancements and AI applications. They discussed how the nature of warfare has changed, transitioning from traditional systems to autonomous drones and other advanced technologies. Rob explained that the rapid pace of technological development means that outdated capabilities are no longer acceptable in modern conflicts. Don then asks Rob Slaughter about their platform solution UDS. Rob explains that UDS enables faster integration of modern software and AI solutions into military systems. Rob explained that UDS can integrate with both legacy and modern systems, significantly reducing the time needed for technology deployment compared to traditional methods. They discussed the challenges of deploying technology to the government and how Defense Unicorns helps streamline the process, making it easier for companies to contribute to national defense. This holds true for enterprise software as well. About: Defense Unicorns was created by people who knew firsthand how desperately the people protecting our world needed software that could move as fast as the threat. At the time it was impossible. They imagined a solution that could update in minutes, be CVE-free as a baseline, and thrive in air-gapped and edge environments. And then they built it. Defense Unicorns was officially founded, building on their deep experience delivering software in air-gapped, mission-critical environments. After helping stand up Platform One and Big Bang, the team began aligning real-world services work with product R&D—starting with Zarf, an air-gap-native delivery tool. This product-led approach, grounded in the needs of mission operators, drove early growth. For more information go to: https://defenseunicorns.com
Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson
Summary: In this episode of the Retirement Lifestyle Show, hosts Adrian Nicholson and Roshan Loungani discuss the current state of the software sector, which has seen a significant decline due to various market pressures, including the rise of artificial intelligence. They explore key financial metrics for evaluating investment opportunities, the contrasting strategies of investing in individual stocks versus ETFs, and the risks associated with the financial sector. The conversation emphasizes the importance of diversification and market rotation, providing listeners with insights into navigating the current investment landscape.Hashtags:software sector, investment strategies, AI impact, financial metrics, market trends, ETFs, diversification, retirement planning, stock analysis, financial planningDescription:New Podcast episode out now! We break down the software sector decline, AI's impact, ETFs vs. individual stocks, financial sector risks, and how diversification and market rotation matter now.Chapters00:00 Welcome Back and Introduction to the Topic11:18 Narrowing Down Investment Opportunities20:43 The Impact of AI on Software Companies26:47 Financial Sector Risks and Private Credit32:29 Market Rotation and Sector Performance39:57 Summary of Investment Vetting Processhttps://retirementlifestyleshow.com/ https://www.retirewithroshan.comhttps://www.youtube.com/@retirementlifestyleshow https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanlounganihttps://www.facebook.com/retirewithroshanhttps://www.linkedin.com/in/adrian-nicholson-74b82b13b All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional
Software default rates could hit double digits as AI disruption spreads and loans come due, according to Bain Capital. “We’re going to see real stress,” said Angelo Rufino, the firm’s head of special situations in North America and corporate special situations in Europe. “We will see a full credit cycle as the reckoning really comes to resize capital structures to the earnings power of these business models,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in this episode of the Credit Edge podcast. They also discuss investment-grade private credit, data center debt and asset-based finance, including the rise of music-royalty deals.See omnystudio.com/listener for privacy information.
En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos analizan una jornada donde la macro, la geopolítica y los resultados corporativos confluyen en un mismo mensaje: el mercado está recalibrando sus expectativas en tiempo real. El episodio abre con los datos de solicitudes por desempleo y lo que implican para el escenario de la Reserva Federal, antes de moverse a Ginebra, donde arranca la tercera ronda de negociaciones nucleares entre Washington y Teherán con un ultimátum de Trump sobre la mesa. De ahí, los hosts se concentran en Nvidia, que entregó uno de los reportes más sólidos de su historia y cuya reacción en el mercado fue, sorprendentemente, tibia, y cierran con Salesforce, que llega a resultados cargando el peso del "Black Tuesday for Software" y la pregunta de si su modelo de negocio sobrevive a la era de los agentes de IA.El hilo conductor es claro, los datos buenos ya no generan euforia, y cada guidance se lee hoy como una declaración de supervivencia frente a la inteligencia artificial.
Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. Plus, one economic data point flashing a sign that could signal a change in market leadership. B of A breaks that down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Church podcasting has evolved from simply uploading sermons to producing interviews, devotionals, leadership content, and more. If you're exploring podcasting for your church, we're sharing our recommended gear for 2026. From mics to interfaces and accessories, we'll cover options for every budget from two podcasters who've been hosting since 2014. ============================= Table of Contents: ============================= 0:00 - Intro 3:11 - Microphones 9:22 - Interfaces & Recorders 17:30 - Headphones 19:40 - Accessories 21:06 - Software 22:32 - Full Setups IMPORTANT LINKS - Micro Church Podcast Studio [Tour]: https://youtu.be/aCrpic5rugc - Shure SM7B: https://bit.ly/3Ob9s5x - Rode PodMic: https://rode.com/en-ca/products/podmic - Shure MV7+: https://bit.ly/40abh5b - Audio-Technica AT2040: https://bit.ly/4raD5Cl - DJI Mic 2: https://www.dji.com/mic-2 - Rodecaster Pro II: https://rode.com/en-int/products/rodecaster-pro-ii - Rodecaster Duo: https://rode.com/en-ca/products/rodecaster-duo - Focusrite Scarlett 2i2: https://focusrite.com/products/scarlett-2i2 - Focusrite Vocaster Two: https://focusrite.com/products/vocaster-two - Sound Devices MixPre: https://www.sounddevices.com/mixpre/ - Beyerdynamic DT 770 Pro: https://north-america.beyerdynamic.com/p/dt-770-pro - Sony MDR-7506: https://bit.ly/4tuzlgz - Audio-Technica ATH-M50x: https://bit.ly/46A7eTr - Audio-Technica ATH-M20x: https://bit.ly/4rdBw6Y - Rode PSA1+: https://rode.com/en-ca/products/psa1-plus - Audacity: https://www.audacityteam.org/ - DaVinci Resolve: https://bit.ly/4adljIX - Adobe Audition: https://www.adobe.com/ca/products/audition.html - AutoPod: https://www.autopod.fm/ - Auphonic: https://auphonic.com/ - HELP ME SEE Show: https://www.youtube.com/@helpmeseepossibility THE 167 NEWSLETTER
SAASTR 843: Software Stocks Have Massively Crashed. Here's What Founders Need to Know. SaaStr founder and CEO Jason Lemkin joins the TBPN show for a wide-ranging conversation on the state of SaaS, AI, and venture capital. Jason shares how he shrunk his team from 15 to 3 people by going all-in on AI agents, why he's lost patience with companies that haven't re-accelerated growth, and the real economics behind running large-scale events. He breaks down why PE has "said goodbye to B2B," how vibe coding is flooding the market with competitors, and what's making the IPO window both exciting and treacherous. Plus: why the agent that closed a $100K deal on a Saturday night matters more than any demo day pitch, and how AI discoverability is quietly reshaping how businesses choose their software stack. --------------------- This episode is Sponsored in part by HappyFox: Imagine having AI agents for every support task — one that triages tickets, another that catches duplicates, one that spots churn risks. That'd be pretty amazing, right? HappyFox just made it real with Autopilot. These pre-built AI agents deploy in about 60 seconds and run for as low as 2 cents per successful action. All of it sits inside the HappyFox omnichannel, AI-first support stack — Chatbot, Copilot, and Autopilot working as one. Check them out at happyfox.com/saastr --------------------- Hey everybody, the biggest B2B + AI event of the year will be back - SaaStr AI in the SF Bay Area, aka the SaaStr Annual, will be back in May 2026. With 68% VP-level and above, 36% CEOs and founders and a growing 25% AI-first professional, this is the very best of the best S-tier attendees and decision makers that come to SaaStr each year. But here's the reality, folks: the longer you wait, the higher ticket prices can get. Early bird tickets are available now, but once they're gone, you'll pay hundreds more so don't wait. Lock in your spot today by going to podcast.saastrannual.com to get my exclusive discount SaaStr AI SF 2026. We'll see you there.
Preview for later today: Liz Peek joins John Batchelor to discuss how AI developments are causing market sell-offs in software and logistics, prompting investors to seek alternatives to MAG 7 stocks.1963
Jonathan Pelson proposes using Open RAN and Western strengths in cloud technology and software to break Huawei'sdominance through permissionless innovation and diverse ecosystems challenging Chinese telecommunications monopoly. 4