Podcasts about Software

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    Thoughts on the Market
    2026 U.S. Outlook: The Bull Market's Underappreciated Narrative

    Thoughts on the Market

    Play Episode Listen Later Nov 19, 2025 5:27


    Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

    Sickboy
    Childhood Trauma Caused a 'Software Glitch' in my Brain | Functional Neurological Disorder

    Sickboy

    Play Episode Listen Later Nov 19, 2025 58:39


    Imagine your brain's hardware is perfect, but the software is glitching so badly your body stops working.We sit down with Erum, a biochemist who navigates the world with a rare and often misunderstood condition: Functional Neurological Disorder (FND). We Raw Dog into the fascinating science behind the diagnosis. Basically her brain has a "software glitch" but the hardware is pristine. So how, and why is it causing the left side of her body to physically fail during flare-ups? Erum shares her harrowing and resilient story, from a terrifying ER visit where doctors suspected a brain tumor or MS, to the "magic trick" test that finally led to her FND diagnosis. We discuss the profound connection between her condition and a history of severe childhood trauma, including growing up as a child of deaf adults (CODA) and surviving abuse. Plus, we talk about the healing power of boxing and how FND finally forced her to stop people-pleasing.You can watch this entire episode over on YouTube!Follow Sickboy on Instagram, TikTok and Discord.

    Breakfast With Boz Presented by Wahoo
    Wahoo Training Metrics

    Breakfast With Boz Presented by Wahoo

    Play Episode Listen Later Nov 19, 2025 51:09


    Training smarter starts with understanding your data. All-new Wahoo cycling metrics are live in the Wahoo App! In this episode of Breakfast with Boz, Ian sits down with Alia Shafi and Mac Cassin from Wahoo's Software and Sports Science team to unpack the philosophy behind these new insights and how they help you train with purpose.  From 4DP to training load, recovery trends, and more, tune in to learn how Wahoo's latest tools make it easier to track your progress, focus your efforts, and build toward your 2026 goals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Possible
    Our AI blindspot: incentives over intentions

    Possible

    Play Episode Listen Later Nov 19, 2025 67:47


    Software is eating the world, but will it start eating us? On this episode of Possible, Aria Finger and Reid Hoffman sit down for an encore conversation with Aza Raskin that dives deep into how AI and engagement-driven tech are reshaping our lives, our democracies, and our sense of truth. From unpacking the present challenge around social media feeds to AI systems competing for our time, intimacy, and attention, no technology topic is out of bounds. Along the way, they also debate AI pause letters, why incentives always eat intentions, and how to design new institutional frameworks for a future where AI truly elevates human agency, compassion, and wisdom. If everything breaks humanity's way, what becomes possible? Tune in to find out. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/

    Cloud Wars Live with Bob Evans
    AI Agent & Copilot Podcast: Stoneridge Software's Eric Newell Shares Community Summit Takeaways, Future of AI Adoption

    Cloud Wars Live with Bob Evans

    Play Episode Listen Later Nov 19, 2025 4:18


    In this episode of the AI Agent & Copilot Podcast, John Siefert is joined by Eric Newell, CEO, Stoneridge Software, while on-site at Community Summit North America 2025, which took place October 19-23. Newell shares his takeaways from the conference, and what he expects the future of AI adoption to look like over the next 12-18 months.Key TakeawaysSummit NA buzz: Newell notes the prominence of AI and agents at Summit NA 2025. More specifically, the CRM Product Roadmap session highlighted the transformative potential of agents, though he explains that many clients are unsure how to implement them and bridge the gap. Summit is a unique place that enables attendees to address pain points by connecting them with vendors and peers who offer practical solutions.Stoneridge Software's presence: During the event, the Stoneridge Software team was focused on supporting clients' objectives through sessions and networking. The organization also participated in the GP to BC preconference, where the team is seeing "more movement in them going from GP to BC... helping them get there has been fun," he adds.Looking ahead: As referenced during the CRM Product Roadmap session, Newell suggests that a demo which showcased the integrated agents for customer service, including automated knowledge base creation, will accelerate CRM cloud adoption and significantly boost Microsoft's future growth. Visit Cloud Wars for more.

    Sean White's Solar and Energy Storage Podcast
    Battery Systems and Software in Modern Energy with Peter Gruenbaum (Smart Scientist)

    Sean White's Solar and Energy Storage Podcast

    Play Episode Listen Later Nov 19, 2025 24:52


    Join host Sean White as he interviews Peter Gruenbaum, an energy software engineer and instructor, about the real-world role of software in battery systems and modern energy markets. Discover how batteries are managed, how software enables market participation, and why understanding these systems is crucial for the future of renewable energy. Perfect for anyone interested in the intersection of technology, energy storage, and education.   Topics Covered SDK Bridge www.sdkbridge.com Software Engineering Batteries Richard Swanson Swanson's Law Moore's Law Physics Software Peter's Career Boeing www.boeing.com Spectro Lab www.spectrolab.com Multi-Junction Concentrated Solar Gallium Antimonide Permafrost ISO = Independent Service Operator ERCOT = Electric Reliability Council of Texas ESS = Energy Storage System VPP = Virtual Power Plant Frequency Response Energy Market Demand Charge Peak Shaving AI = Artificial Intelligence Coding Programming Peter Gruenbaum's Heatspring Class www.heatspring.com/courses/introduction-to-software-for-battery-systems   Reach out to Peter Gruenbaum here: LinkedIn: www.linkedin.com/in/pgruenbaum   Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean www.solarsean.com/pvip www.solarsean.com/esip

    Hacker News Recap
    November 18th, 2025 | Cloudflare Global Network experiencing issues

    Hacker News Recap

    Play Episode Listen Later Nov 19, 2025 14:24


    This is a recap of the top 10 posts on Hacker News on November 18, 2025. This podcast was generated by wondercraft.ai (00:30): Cloudflare Global Network experiencing issuesOriginal post: https://news.ycombinator.com/item?id=45963780&utm_source=wondercraft_ai(01:51): Gemini 3Original post: https://news.ycombinator.com/item?id=45967211&utm_source=wondercraft_ai(03:13): Rebecca Heineman has diedOriginal post: https://news.ycombinator.com/item?id=45960368&utm_source=wondercraft_ai(04:35): Google AntigravityOriginal post: https://news.ycombinator.com/item?id=45967814&utm_source=wondercraft_ai(05:57): Nearly all UK drivers say headlights are too brightOriginal post: https://news.ycombinator.com/item?id=45966251&utm_source=wondercraft_ai(07:19): Cloudflare outage on November 18, 2025 post mortemOriginal post: https://news.ycombinator.com/item?id=45973709&utm_source=wondercraft_ai(08:41): Blender 5.0Original post: https://news.ycombinator.com/item?id=45972519&utm_source=wondercraft_ai(10:03): Core Devices keeps stealing our workOriginal post: https://news.ycombinator.com/item?id=45960893&utm_source=wondercraft_ai(11:25): How Quake.exe got its TCP/IP stackOriginal post: https://news.ycombinator.com/item?id=45962654&utm_source=wondercraft_ai(12:47): Do not put your site behind Cloudflare if you don't need toOriginal post: https://news.ycombinator.com/item?id=45965060&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

    The Future of Photography
    368 All The Edits

    The Future of Photography

    Play Episode Listen Later Nov 19, 2025 49:39


    Chris, Ade and Jeremiah explore the ways new technology can help you make fantastic photos.

    Sickboy
    Childhood Trauma Caused a 'Software Glitch' in my Brain | Functional Neurological Disorder

    Sickboy

    Play Episode Listen Later Nov 19, 2025 58:39


    Imagine your brain's hardware is perfect, but the software is glitching so badly your body stops working.We sit down with Erum, a biochemist who navigates the world with a rare and often misunderstood condition: Functional Neurological Disorder (FND). We Raw Dog into the fascinating science behind the diagnosis. Basically her brain has a "software glitch" but the hardware is pristine. So how, and why is it causing the left side of her body to physically fail during flare-ups? Erum shares her harrowing and resilient story, from a terrifying ER visit where doctors suspected a brain tumor or MS, to the "magic trick" test that finally led to her FND diagnosis. We discuss the profound connection between her condition and a history of severe childhood trauma, including growing up as a child of deaf adults (CODA) and surviving abuse. Plus, we talk about the healing power of boxing and how FND finally forced her to stop people-pleasing.You can watch this entire episode over on YouTube!Follow Sickboy on Instagram, TikTok and Discord.

    Irish Tech News Audio Articles
    Dell Technologies Accelerates Enterprise AI with Powerful, Automated Solutions

    Irish Tech News Audio Articles

    Play Episode Listen Later Nov 19, 2025 10:08


    Dell Technologies has unveiled enhancements to the Dell AI Factory designed to simplify and accelerate the enterprise AI journey. These portfolio additions boost performance and automation for AI workloads while removing bottlenecks, delivering greater control with integrated, resilient on-premises infrastructure. Why it matters In today's digital landscape, organisations increasingly rely on AI to stay competitive and foster innovation. The momentum is clear with 85 percent of enterprises planning to move AI on-premises within the next 24 months. Seventy-seven per cent of those seeking AI are looking for one holistic infrastructure vendor to provide capabilities across their AI journey. Dell's expanded portfolio addresses these needs with the industry's broadest end-to-end AI portfolio designed to streamline AI adoption and deliver impactful results. Simplified and automated AI journey The Dell Automation Platform, now expanded to the Dell AI Factory, will deliver smarter, more automated experiences by deploying validated, optimised solutions with a secure framework. This approach will produce repeatable outcomes, eliminate guesswork, and help unlock the full potential of AI-driven use cases across Dell's ecosystem of technology partners. Key advancements include: Software-driven tools like the AI code assistant with Tabnine and agentic AI platform with Cohere North are now automated, getting AI workloads into production faster, streamlining operations and enhancing scalability. Dell Professional Services provide turnkey interactive AI use case pilots using real customer data to validate business value ahead of scaled investments. These expert-led pilots offer a hands-on preview for experimentation with clear success metrics and KPIs, delivering tangible ROI. Breakthrough performance and efficiency for AI workloads Enhanced Data Management: How organisations manage, secure and scale that data will separate the winners from the laggards. Updates to Dell PowerScale and Dell ObjectScale, the Dell AI Data Platform's storage engines, boost performance, scalability, and data discovery capabilities. Dell PowerScale will soon be available as an independent software license on qualified Dell PowerEdge servers like the Dell PowerEdge R7725xd. This news is the latest in Dell software-driven storage innovation following the announcement of a new software-defined Dell ObjectScale. These new Dell PowerScale and Dell ObjectScale configurations will help organisations like cloud service providers realise even greater AI performance while having the flexibility to adopt the latest server and networking technologies to meet infrastructure needs. Dell PowerScale parallel NFS (pNFS) support with Flexible File Layout will enable two-way communication between the metadata server and client, allowing for better parallel distribution of data across multiple nodes in a PowerScale cluster. Deliver significant throughput, performance gains and linear scalability with parallel I/O across multiple pathways. This update is designed to provide increased parallelism, delivering massive scalability and throughput tailored for demanding AI workflows. Dell ObjectScale AI-Optimised Search offers two complementary AI-optimised search capabilities for Dell ObjectScale storage - S3 Tables and S3 Vector. These two specialised APIs provide high-speed access to complex data stored directly on ObjectScale to support analytics and key AI workloads like inferencing and retrieval-augmented generation (RAG), empowering faster decision-making and easier storage, retrieval and search of expanding datasets. PowerEdge Innovations: Dell PowerEdge servers provide the foundation for enterprise AI, delivering faster training, distributed inference and reduced time to insights - all while offering flexible cooling options to align with diverse enterprise strategies: Dell PowerEdge XE9785 and XE9785L are purpose-built for next-generation AI and HPC workloads. The air-cooled XE97...

    The Unofficial Shopify Podcast
    This Founder Automated Influencer Outreach Completely

    The Unofficial Shopify Podcast

    Play Episode Listen Later Nov 18, 2025 45:44


    So there's this guy, Bora Celik. Software engineer, thirty years in the game. Last year he tells his investors something crazy: SaaS is dead. Not dying. Dead. And here's the thing - he might be right. See, while everyone's playing with ChatGPT, asking it questions, Bora's building these things called AI agents. They don't just answer questions. They do the work. Like, actually reach out to influencers, negotiate deals, send products, follow up. No humans involved. One of his clients, Harney & Sons Tea, they've got agents running their entire influencer program. The agents find people, check their engagement rates, send emails, track who posts. Everything. And the wildest part? The CEOs of these $100 million companies are building their own agents now. Using tools anyone can access. Today, Bora shows us exactly how.SPONSORSSwym - Wishlists, Back in Stock alerts, & moregetswym.com/kurtCleverific - Smart order editing for Shopifycleverific.comZipify - Build high-converting sales funnelszipify.com/KURTLINKSN8N Agent Builder: https://n8n.io/ai-agents/Agentic Brand Newsletter: https://agenticbrand.ai/Agentic: https://a.gentic.co/WORK WITH KURTApply for Shopify Helpethercycle.com/applySee Our Resultsethercycle.com/workFree Newsletterkurtelster.comThe Unofficial Shopify Podcast is hosted by Kurt Elster and explores the stories behind successful Shopify stores. Get actionable insights, practical strategies, and proven tactics from entrepreneurs who've built thriving ecommerce businesses.

    Modern Spirit Podcast
    Episode 2: Healing with Neuroscience – Cannabis, Psychedelics & Functional Neurological Disorders | Dr. Evan Lewis

    Modern Spirit Podcast

    Play Episode Listen Later Nov 18, 2025 63:25


    Dr. Joe Tafur and Natasha Pentin spoke with Canadian adult and pediatric neurologist Dr. Evan Cole Lewis to explore how epilepsy, trauma, and brain networks intertwine. We discuss pediatric epilepsy, cannabis for seizures, Functional Neurological Disorders (FND), and emerging psychedelic-assisted therapy treatments. Dr. Lewis talks about the differences between structural brain injury and brain “software” disruption, shining light on the world of trauma-based neurological symptoms. Dr. Lewis holds a clinical appointment as Adjunct Assistant Professor in the Department of Pediatrics at the Hospital for Sick Children and at the University of Toronto. Currently practicing at North Toronto Neurology and Homeward Therapy, Dr. Lewis focuses on epilepsy, brain injury, concussion and post-concussion symptoms, functional neurological disorders, and the therapeutic use of cannabis and psychedelics in these conditions.You can see more of Dr. Lewis's work here:  YouTube Website North Toronto Neurology Psychedelic Therapy (Homeward Therapy - coming soon). Newly published textbook for real-world medical cannabis prescribing, that Dr. Lewis conceived and edited with support of Medical Cannabis Clinicians Society. Designed for physicians, nurse practitioners, and healthcare educators. Case report mentioned (36:28)   For Dr. Joe Tafur's newsletter and Patreon: https://www.modernspirit.org/patreon Timestamps: (00:00) Introduction and Dr. Lewis's Background(01:57) WeCann Conference Meeting(04:16) Cannabis for Pediatric Epilepsy(05:47) Success Stories with Cannabis(9:30) Harm-Reduction Approach & Opening a Clinic(12:40) Medication for Different Types of Seizures (15:33) Psychedelics Treatment & Brain Networks(18:58) Functional Neurological Disorders (FND) & Non-Epileptic Seizures (22:19) The Brain's Structure vs Software (23:44) Diagnosing FND(29:19) Concussion and FND(33:55) Psychedelics and Brain Network Disruption(36:01) FND Also Rooted in Trauma Rather Than Physical Injury(39:44) Bridging Neurology and Psychology(45:08) Challenges and Risks of Psychedelic Treatments(54:54) Importance of Medical Education in Psychedelics(01:01:57) Future Projects and Research Initiatives

    The Path to Exit
    34 | Assembling Your Software M&A Dream Team

    The Path to Exit

    Play Episode Listen Later Nov 18, 2025 16:31


    Software founders often underestimate who needs to be involved to successfully sell their business or raise capital, and how much value the right team can add. In this episode, Managing Directors Mike Lyon and Mike Greco walk through the key people founders should have on their side, and how assembling the right team early can make the entire transaction smoother and more successful.Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Opinions contained herein should not be interpreted as a guarantee of future results. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical and for illustration purposes only. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

    Influencing Entrepreneurs
    IE Dialing In - Harish Chandramowli [Flaire Software]

    Influencing Entrepreneurs

    Play Episode Listen Later Nov 18, 2025 33:03


    Harish Chandramali shares how his journey started with nothing more than a love for computers and a desire for a better life. He talks about the schools that shaped him, the jobs that pushed him, and the moment he finally felt ready to build something of his own. We dig into what it really takes to launch a company as a first-time founder. From visa challenges to venture studios to landing the first customer without a team. Harish also opens up about confidence, loneliness, and why AI has completely reshaped the future of his product. It's an honest look at the work behind entrepreneurship. Learn more about Harish at: https://www.linkedin.com/in/scharish/ Like this video? Subscribe Now to Influencing Entrepreneurs: @nexagyeducation Listen to this interview at: Interested in learning about Cassmer Ward? Visit: www.nexagy.com

    Hacker News Recap
    November 17th, 2025 | Google is killing the open web, part 2

    Hacker News Recap

    Play Episode Listen Later Nov 18, 2025 14:45


    This is a recap of the top 10 posts on Hacker News on November 17, 2025. This podcast was generated by wondercraft.ai (00:30): Google is killing the open web, part 2Original post: https://news.ycombinator.com/item?id=45954560&utm_source=wondercraft_ai(01:54): Israeli-founded app preloaded on Samsung phones is attracting controversyOriginal post: https://news.ycombinator.com/item?id=45955424&utm_source=wondercraft_ai(03:18): Core Devices keeps stealing our workOriginal post: https://news.ycombinator.com/item?id=45960893&utm_source=wondercraft_ai(04:42): Azure hit by 15 Tbps DDoS attack using 500k IP addressesOriginal post: https://news.ycombinator.com/item?id=45955900&utm_source=wondercraft_ai(06:06): Replicate is joining CloudflareOriginal post: https://news.ycombinator.com/item?id=45953702&utm_source=wondercraft_ai(07:30): FreeMDU: Open-source Miele appliance diagnostic toolsOriginal post: https://news.ycombinator.com/item?id=45953452&utm_source=wondercraft_ai(08:54): Building a Simple Search Engine That WorksOriginal post: https://news.ycombinator.com/item?id=45950720&utm_source=wondercraft_ai(10:18): Giving C a superpower: custom header file (safe_c.h)Original post: https://news.ycombinator.com/item?id=45952428&utm_source=wondercraft_ai(11:42): Project GeminiOriginal post: https://news.ycombinator.com/item?id=45954640&utm_source=wondercraft_ai(13:06): Windows 11 adds AI agent that runs in background with access to personal foldersOriginal post: https://news.ycombinator.com/item?id=45959795&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

    AP Audio Stories
    Honda recalls 256,600 Accord Hybrids due to software error that may lead to loss of drive power

    AP Audio Stories

    Play Episode Listen Later Nov 18, 2025 0:51


    An automaker announces a recall. AP correspondent Mike Hempen reports.

    Mostly Technical
    107: A Ruthless Capitalist

    Mostly Technical

    Play Episode Listen Later Nov 18, 2025 52:33


    Ian and Aaron discuss screen time for kids, the impending launch of Database School, why Ian acquired Bootstrapped.fm, and more.Sponsored by Bento, Flare, No Compromises, and Ittybit.Interested in sponsoring Mostly Technical?  Head to https://mostlytechnical.com/sponsor to learn more.(00:00) - The Screen Time Conundrum (12:56) - Public Service Announcement (23:18) - Database School Is Launching Next Week! (32:26) - Thanksgiving Plans (38:29) - Acquiring Bootstrapped.fm Links:Wall StreetThe Secret Life of PetsClaude CodeBrowser testing in Pest 4Database SchoolJason Beggs"Rich enough not to waste time"Andrey ButovBootstrapped Episode 43: The UserScape DevelopersBootstrapped Episode 46: Jeffrey Way of LaracastsPluribusIs It Cake?

    Automating Quality
    Episode 63 - Qualification of Software Vendors with Masha Ivankovic

    Automating Quality

    Play Episode Listen Later Nov 18, 2025 16:13


    Welcome to Automating Quality, the life sciences–focused show that bridges the gap between automation and quality management. In this episode, our host Philippe welcomes Masha Ivankovic, President and Owner of Monbel Consultants. With more than 15 years of experience supporting pharmaceutical and biotech companies, Masha has led complex engineering, validation, and regulatory projects across highly regulated environments. Together, they explore the increasingly critical topic of qualifying software providers, why it matters, when it should start, and how proper qualification streamlines software validation and long-term compliance. Masha breaks down practical risk-based strategies, key questions to ask vendors, and how to align expectations early to ensure smoother implementations.   Key Takeaways 00:41 Introducing today's guest, Masha Ivankovic from Monbel Consultants 01:25 Masha's background and the services Monbel Consultants provides 02:37 Why qualifying a software provider is now essential in regulated industries 04:47 When vendor qualification should begin vs. when it usually does 06:30 How risk-based thinking shapes software provider qualification 07:40 Examples of risk criticality 09:19 Key qualification criteria and questions to assess provider maturity 11:10 How strong vendor qualification improves software validation success 13:13 What triggers re-qualification and typical lifecycle expectations 15:10 Closing thoughts and where to learn more about Monbel Consultants   Contact solabs-podcast@solabs.com for suggestions or inquiries. For direct inquiries, Masha can be reached at: masha.ivankovic@monbeltech.com

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
    496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

    Play Episode Listen Later Nov 17, 2025 37:42


    Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover: Investing in AI and Vertical Applications Model Layer Advancements and Future Milestones Challenges and Opportunities in Agentic AI Investing in Tooling and Middleware Product Market Fit and Defensibility in AI Applications Verticals with Real Product Market Fit The Evolution of AI Investing Metrics Future Trends in AI and Robotics Guest Links: Jacob's LinkedIn Jacob's X Redpoint's LinkedIn Redpoint's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

    Python Bytes
    #458 I will install Linux on your computer

    Python Bytes

    Play Episode Listen Later Nov 17, 2025 22:47 Transcription Available


    Topics covered in this episode: Possibility of a new website for Django aiosqlitepool deptry browsr 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 10am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Brian #1: Possibility of a new website for Django Current Django site: djangoproject.com Adam Hill's in progress redesign idea: django-homepage.adamghill.com Commentary in the Want to work on a homepage site redesign? discussion Michael #2: aiosqlitepool

    The Neuron: AI Explained
    How 48% of Non-Engineers Are Shipping Production Software (with Retool CEO David Hsu)

    The Neuron: AI Explained

    Play Episode Listen Later Nov 17, 2025 50:57


    Retool CEO David Hsu reveals that 48% of non-engineers are now shipping software. We explore how AI is democratizing software development, why engineers might stop coding internal apps within 18-24 months, and what this means for the future of work. David shares insights from Retool's survey of 10,000+ companies, Retool's new AppGen program, and how "tomorrow's developers" are using AI to build real production applications on enterprise data.Subscribe to The Neuron newsletter: https://theneuron.aiLearn more about Retool: https://retool.com

    SGGQA Podcast – SomeGadgetGuy
    #SGGQA 420: Tim Cook Stepping Down and, I'm Still Geeking Out on Steam Frame

    SGGQA Podcast – SomeGadgetGuy

    Play Episode Listen Later Nov 17, 2025 156:09


    Tim Cook might be stepping down as CEO of Apple, while a court rules Apple must pay penalties on infringing Apple Watch patents. Trumps tariffs might be ruled invalid, which would cost the country billions. Roomba might be going bankrupt, which would kill all those robot vacuums. Google has some big plans for gaming, and will allow "experienced" people to install software on their phones. And we HAVE to chat about all the Steam Hardware announced last week! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4ZQ Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

    Hacker News Recap
    November 16th, 2025 | AirPods libreated from Apple's ecosystem

    Hacker News Recap

    Play Episode Listen Later Nov 17, 2025 14:30


    This is a recap of the top 10 posts on Hacker News on November 16, 2025. This podcast was generated by wondercraft.ai (00:30): AirPods libreated from Apple's ecosystemOriginal post: https://news.ycombinator.com/item?id=45941596&utm_source=wondercraft_ai(01:52): Anthropic's paper smells like bullshitOriginal post: https://news.ycombinator.com/item?id=45944296&utm_source=wondercraft_ai(03:15): Heretic: Automatic censorship removal for language modelsOriginal post: https://news.ycombinator.com/item?id=45945587&utm_source=wondercraft_ai(04:37): Open-source Zig bookOriginal post: https://news.ycombinator.com/item?id=45947810&utm_source=wondercraft_ai(06:00): I have recordings proving Coinbase knew about breach months before disclosureOriginal post: https://news.ycombinator.com/item?id=45948058&utm_source=wondercraft_ai(07:22): Maybe you're not tryingOriginal post: https://news.ycombinator.com/item?id=45943979&utm_source=wondercraft_ai(08:45): IDEmacs: A Visual Studio Code clone for EmacsOriginal post: https://news.ycombinator.com/item?id=45941835&utm_source=wondercraft_ai(10:07): Supercookie: Browser Fingerprinting via Favicon (2021)Original post: https://news.ycombinator.com/item?id=45947770&utm_source=wondercraft_ai(11:30): The internet is no longer a safe havenOriginal post: https://news.ycombinator.com/item?id=45944870&utm_source=wondercraft_ai(12:52): Hyundai Paywalls Brake Pads replacement on Ioniq 5 NOriginal post: https://news.ycombinator.com/item?id=45942518&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

    Develop Yourself
    #288 - AI Hype is Ruining Software (A Rant)

    Develop Yourself

    Play Episode Listen Later Nov 17, 2025 18:30 Transcription Available


    "We don't really need developers any more""In 2 years, the tools will be so good, that no one will be writing code""Learn a trade bro"I've heard all of these phrases in the last week and it's honestly getting to me. Too often, the people with the loudest microphones have the least experience with the tools we're using.Besides being a talking head on a podcast, I'm also a father and full time software developer. I made this episode not only to vent about why AI hype is so dangerous but why the future isn't as bleak as the mainstream media is leading us to believe.Send us a textShameless Plugs Free 5 day email course to go from HTML to AI Got a question you want answered on the pod? Drop it here Apply for 1 of 12 spots at Parsity - Learn to build complex software, work with LLMs and launch your career. AI Bootcamp (NEW) - for software developers who want to be the expert on their team when it comes to integrating AI into web applications.

    Irish Tech News Audio Articles
    Venture Capital Funding into Irish SMEs recovered to €207.9m in Third Quarter

    Irish Tech News Audio Articles

    Play Episode Listen Later Nov 17, 2025 4:35


    Venture capital funding into Irish technology SMEs rose by 8% to €207.9m in the third quarter of 2025, compared to the same period last year, according to the Irish Venture Capital Association Venture Pulse survey, published today in association with William Fry. Funding for the nine months to end September fell by 10% to €853.4m from €945.3m the previous year. The total number of deals in the same period fell from 153 to 135. "Third quarter data provided some relief following a dismal second quarter this year when funding fell to €112.6m, its lowest in ten years," commented Caroline Gaynor, chairperson, Irish Venture Capital Association. "Hopefully, we are starting to see some confidence and stability return to the market, but it remains a challenging time for early-stage companies." She added that following the blow to investor confidence caused by the United States' April 2nd tariff shocks, international investors had started to return to the market. International VC investment into Irish SMEs rose to €146.7 m in the current quarter compared to €69.5m in the second quarter of this year. She said that bright spots in the overall data were deals in the €1m- €5m range, which accounted for 30 out of the 39 transactions in this quarter. Transactions in the €1-€3m category rose by 35% to €35.6m compared to the same time last year. Deals in the €3-€5m range increased by 18% to €34.7m. However, funding in the €10m-€30m category fell by two-thirds to €26m while €5-€10m deals dropped by 74% to €13.5m, compared to the same quarter last year. There was better news in the €30m+ category where medtech company, ProVerum raised €62m, and AI machine learning firm, Nory raised €34m. Sarah-Jane Larkin, director general, IVCA, said that while there was some healthy activity, gaps remained in the third quarter, particularly in seed funding and transactions under €1m, both of which disappointed. Seed or first rounds fell by 30% to €23.4m from €33.5m, compared to the same quarter last year. Seed funding for the first nine months was down 31% to €88.3m from €127.2m last year. Despite this shortfall, the IVCA director general said: "The process for deploying the Government's €250m Enterprise Ireland Seed and Venture Capital Scheme 2025-29 is well underway. We are optimistic that the environment for very early stage Irish companies seeking first round funding will pick up in the first half of next year." Lifesciences was the most successful sector to date this year, raising funds of €361.6m or 42% of the total in the first nine months. This was followed by Cybersecurity at €136.3m (16%); AI and machine learning €97m (11%); Fintech €92.2m (11%) and Software €66.2m (8%). More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

    Hacker News Recap
    November 15th, 2025 | Our investigation into the suspicious pressure on Archive.today

    Hacker News Recap

    Play Episode Listen Later Nov 16, 2025 14:28


    This is a recap of the top 10 posts on Hacker News on November 15, 2025. This podcast was generated by wondercraft.ai (00:30): Our investigation into the suspicious pressure on Archive.todayOriginal post: https://news.ycombinator.com/item?id=45936460&utm_source=wondercraft_ai(01:52): AirPods libreated from Apple's ecosystemOriginal post: https://news.ycombinator.com/item?id=45941596&utm_source=wondercraft_ai(03:14): TCP, the workhorse of the internetOriginal post: https://news.ycombinator.com/item?id=45935503&utm_source=wondercraft_ai(04:37): AMD GPUs Go BrrrOriginal post: https://news.ycombinator.com/item?id=45934416&utm_source=wondercraft_ai(05:59): I can't recommend Grafana anymoreOriginal post: https://news.ycombinator.com/item?id=45934940&utm_source=wondercraft_ai(07:21): Nevada Governor's office covered up Boring Co safety violationsOriginal post: https://news.ycombinator.com/item?id=45939798&utm_source=wondercraft_ai(08:44): Messing with scraper botsOriginal post: https://news.ycombinator.com/item?id=45935729&utm_source=wondercraft_ai(10:06): Spec-Driven Development: The Waterfall Strikes BackOriginal post: https://news.ycombinator.com/item?id=45935763&utm_source=wondercraft_ai(11:28): Windhawk Windows classic theme mod for Windows 11Original post: https://news.ycombinator.com/item?id=45938723&utm_source=wondercraft_ai(12:51): One Handed KeyboardOriginal post: https://news.ycombinator.com/item?id=45936262&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

    Crafted
    AI's Just “Good Enough” and That Ain't Good: A Web Summit Debrief, Live from Lisbon!

    Crafted

    Play Episode Listen Later Nov 16, 2025 28:56


    In this special live Web Summit edition from Lisbon, I sit down with Tom Haworth, founder of D13 AI, to talk about why “good enough” AI might actually be one of the most dangerous places we can get stuck.And you'll hear Tom say it's time for the leaders of vibe coding platforms (e.g. Lovable, Replit, Cursor) to acknowledge that they're great when you need to “demo not memo”, but not great (today and maybe ever) at delivering production-grade, secure code. We also make a few detours as we detail a ridiculous week in Lisbon, including:How (shocker!) 90% of the conference was about AIWhy “good enough” AI is not a good place to beWhether we'll graduate to great AIAI's ROI now and in the futureWhy it's still iffy whether AI agents they can be trusted to accomplish complex jobsRobots wander Web Summit, do the Macarena, fall downHow tennis great Maria Sharapova uses (IBM's) AI How the presumptuous Web Summit's app prominently suggests we all message Maria… (as if!) Visa wants to help creators monetize (yay! it me!), using Web3 technologies (yes, they said “Web3”; no, I was not expecting to hear a non-ironic use of that phrase)Why self-driving cars are the best robots — and coming soon to more of EuropeHow much Web Summit pampers (and corrupts) the media: I was like a stuffed goose. Hurray for Portuguese custard and other delicacies!How even the beer at Web Summit was high tech---Featured voices:Tom Haworth: Founder of D13 AI, a UK-based consultancy that “builds intelligent tools that help businesses make sense of messy data.”Me (Dan Blumberg) — I'm the host of CRAFTED. and the founder of Modern Product Minds. HMU if you want to build something great. I love building from zero to one.---And if you please…Share with a friend! Word of mouth is by far the most powerful way for podcasts to growSubscribe to the CRAFTED. newsletter at crafted.fmShare your feedback! I'm experimenting with new episode formats and would love your honest feedback on this and other episodes. Email me: dan@modernproductminds.com or DM me on LinkedInSponsor the show? I'm actively speaking to potential sponsors for 2026 episodes. Drop me a line and let's talk.Get psyched!… There are some big updates to this show coming soon!

    The Linux Cast
    Episode 213: Will a Logo Save Firefox?

    The Linux Cast

    Play Episode Listen Later Nov 16, 2025 43:46


    The pod returns! This time we talk about some news! ==== Special Thanks to Our Patrons! ==== https://thelinuxcast.org/patrons/ ===== Follow us

    The GeekNarrator
    What is TigerStyle? Principles behind TigerBeetle ft. Joran

    The GeekNarrator

    Play Episode Listen Later Nov 16, 2025 92:11


    For memberships: join this channel as a member here:https://www.youtube.com/channel/UC_mGuY4g0mggeUGM6V1osdA/joinSummary:In this captivating episode, we sit down with Joran Dirk Greef, the mastermind behind Tiger Beetle, a groundbreaking financial transactions database. Joran shares his journey of innovation, highlighting the challenges and triumphs of creating a system that is not only faster but also safer. Dive into the philosophy of Tiger Style, a unique methodology that emphasizes quality and performance, ensuring that software development is both efficient and effective. Joran's insights into trust, discipline, and the relentless pursuit of excellence offer valuable lessons for anyone in the tech industry. Whether you're a developer, entrepreneur, or tech enthusiast, this episode is packed with inspiration and practical wisdom. Don't miss out on this opportunity to learn from one of the leading minds in software engineering.Chapters:00:01:37 Introduction to Tiger Beetle 00:02:27 Philosophy of Tiger Style 00:03:38 Challenges in Software Development00:04:43 Importance of Trust and Quality 00:09:43 Static Allocation in Software 00:16:53 AI in Software Development 00:23:53 Business Philosophy and Innovation 00:31:53 The Future of Software DevelopmentFor memberships: join this channel as a member here:https://www.youtube.com/channel/UC_mGuY4g0mggeUGM6V1osdA/joinDon't forget to like, share, and subscribe for more insights!=============================================================================Like building stuff? Try out CodeCrafters and build amazing real world systems like Redis, Kafka, Sqlite. Use the link below to signup and get 40% off on paid subscription.https://app.codecrafters.io/join?via=geeknarrator=============================================================================Database internals series: https://youtu.be/yV_Zp0Mi3xsPopular playlists:Realtime streaming systems: https://www.youtube.com/playlist?list=PLL7QpTxsA4se-mAKKoVOs3VcaP71X_LA-Software Engineering: https://www.youtube.com/playlist?list=PLL7QpTxsA4sf6By03bot5BhKoMgxDUU17Distributed systems and databases: https://www.youtube.com/playlist?list=PLL7QpTxsA4sfLDUnjBJXJGFhhz94jDd_dModern databases: https://www.youtube.com/playlist?list=PLL7QpTxsA4scSeZAsCUXijtnfW5ARlrsNStay Curios! Keep Learning!

    Hacker News Recap
    November 14th, 2025 | I think nobody wants AI in Firefox, Mozilla

    Hacker News Recap

    Play Episode Listen Later Nov 15, 2025 14:32


    This is a recap of the top 10 posts on Hacker News on November 14, 2025. This podcast was generated by wondercraft.ai (00:30): I think nobody wants AI in Firefox, MozillaOriginal post: https://news.ycombinator.com/item?id=45926779&utm_source=wondercraft_ai(01:52): AI World ClocksOriginal post: https://news.ycombinator.com/item?id=45930151&utm_source=wondercraft_ai(03:15): AGI fantasy is a blocker to actual engineeringOriginal post: https://news.ycombinator.com/item?id=45926469&utm_source=wondercraft_ai(04:38): The disguised return of EU Chat ControlOriginal post: https://news.ycombinator.com/item?id=45929511&utm_source=wondercraft_ai(06:00): Being poor vs. being brokeOriginal post: https://news.ycombinator.com/item?id=45928912&utm_source=wondercraft_ai(07:23): Bitchat for Gaza – messaging without internetOriginal post: https://news.ycombinator.com/item?id=45929358&utm_source=wondercraft_ai(08:46): Show HN: Epstein Files Organized and SearchableOriginal post: https://news.ycombinator.com/item?id=45931331&utm_source=wondercraft_ai(10:09): Oracle hit hard in Wall Street's tech sell-off over its AI betOriginal post: https://news.ycombinator.com/item?id=45927435&utm_source=wondercraft_ai(11:31): 'No One Lives Forever' turns 25 and you still can't buy it legitimatelyOriginal post: https://news.ycombinator.com/item?id=45928492&utm_source=wondercraft_ai(12:54): A race condition in Aurora RDSOriginal post: https://news.ycombinator.com/item?id=45929921&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

    Rabbit Hole Recap
    RABBIT HOLE RECAP #383: SUPER CYCLE?

    Rabbit Hole Recap

    Play Episode Listen Later Nov 14, 2025 54:09


    https://rhr.tv/stream - square enables 4m merchants to accept bitcoin + major cashapp updates - record strike volumes today https://x.com/Strike/status/1989410689308655913 - tether commits $100m for rumble advertising https://x.com/paoloardoino/status/1987883090228703274 + https://x.com/chrispavlovski/status/1987897478432039188 - 50 year mortgages and 15 year car loans - robinhood cash delivery https://x.com/robinhoodapp/status/1988987435796373910 - vine relaunch on nostr https://techcrunch.com/2025/11/12/jack-dorsey-funds-divine-a-vine-reboot-that-includes-vines-video-archive/ - cheaper starlink https://x.com/sawyermerritt/status/1988402010287219151 - Thailand | New Anti-Scam Measures Implemented The Bank of Thailand announced new measures to enhance monitoring of payments, financial institutions, and money transfer services to combat online scams and financial fraud. Governor Vitai Ratanakorn said the central bank will step up due diligence, prioritize investigations into suspicious transactions, and require immediate reporting of irregular activity from banks, currency exchanges, and gold traders. While the policy aims to disrupt transnational criminal networks engaged in online scams and human trafficking, experts fear such a development may lead to broader surveillance of digital transactions and payments, which could threaten the privacy of many Southeast Asian dissidents based in Thailand. FinancialFreedomReport.org - maple 2.0 https://primal.net/e/nevent1qqsgatjk7acgs4ygjzl84af87vvlmufqfas9xg39ztcy2njgcpc6rzsptcjt5 - whitenoise v0.2.0 https://dev.primal.net/e/nevent1qqswdyrw8fdhf0e5s9aawj0s2hk2xjzy6c0qkxt420v4p29928u893qrpv8lw 4:00 - Dump 13:45 - Square bitcoin 28:40 - Strike and Rumble 33:20 - 50 year mortgages 42:20 - Robinhood cash 44:40 - Vine is back baybeeee 46:30 - Cheaper Starlink 48:00 - HRF Story of the Week 49:15 - Software updates 52:00 - Boosts Shoutout to our sponsors: Coinkite https://coinkite.com/ Stakwork https://stakwork.ai/ Obscura https://obscura.net/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/

    React Native Radio
    RNR 347 - Skylight: Smart Displays Powered by React Native

    React Native Radio

    Play Episode Listen Later Nov 14, 2025 37:24


    Mazen talks with Alex Lanclos from Skylight about how they power their wildly popular smart displays with React Native! Mazen and Alex dig into architecture upgrades, performance wins, and why Skylight is so excited about the framework's future. Show NotesSkylightRNR 328 - Flashlight with Alexandre MoureauxRNR 325 - Legend List with Jay Meistrich Connect With Us!Mazen Chami: @mazenchamiReact 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 nearly 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.

    Strategic Alternatives
    AI will not kill software – but vendors must pivot to survive

    Strategic Alternatives

    Play Episode Listen Later Nov 14, 2025 19:43


    The prevailing bear case suggests AI's rapid rise is eclipsing traditional software growth. New research from RBC Capital Markets takes a more nuanced view. In this episode of Strategic Alternatives, Matthew Hedberg, Head of Global TIMT Research, and Nate Mahrer, TMT Desk Sector Strategist, examine why reports of software's decline have been overstated and discuss how software vendors can strategically position themselves to capitalize on AI opportunities.

    Hacker News Recap
    November 13th, 2025 | Android developer verification: Early access starts

    Hacker News Recap

    Play Episode Listen Later Nov 14, 2025 14:33


    This is a recap of the top 10 posts on Hacker News on November 13, 2025. This podcast was generated by wondercraft.ai (00:30): Android developer verification: Early access startsOriginal post: https://news.ycombinator.com/item?id=45908938&utm_source=wondercraft_ai(01:52): Checkout.com hacked, refuses ransom payment, donates to security labsOriginal post: https://news.ycombinator.com/item?id=45912698&utm_source=wondercraft_ai(03:15): Nano Banana can be prompt engineered for nuanced AI image generationOriginal post: https://news.ycombinator.com/item?id=45917875&utm_source=wondercraft_ai(04:38): Zed is our officeOriginal post: https://news.ycombinator.com/item?id=45916196&utm_source=wondercraft_ai(06:01): Human Fovea DetectorOriginal post: https://news.ycombinator.com/item?id=45909059&utm_source=wondercraft_ai(07:24): Britain's railway privatization was an abject failureOriginal post: https://news.ycombinator.com/item?id=45914718&utm_source=wondercraft_ai(08:47): My dad could still be alive, but he's notOriginal post: https://news.ycombinator.com/item?id=45909667&utm_source=wondercraft_ai(10:09): Meta replaces WhatsApp for Windows with web wrapperOriginal post: https://news.ycombinator.com/item?id=45910347&utm_source=wondercraft_ai(11:32): SlopStop: Community-driven AI slop detection in Kagi SearchOriginal post: https://news.ycombinator.com/item?id=45919067&utm_source=wondercraft_ai(12:55): Rust in Android: move fast and fix thingsOriginal post: https://news.ycombinator.com/item?id=45918616&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

    HLTH Matters
    Scaling Precision: How Patrick Schinzel of Strive Pharmacy Is Using Data and Software to Make Personalized Medicine Affordable

    HLTH Matters

    Play Episode Listen Later Nov 14, 2025 21:46


    About Patrick Schinzel:Patrick Schinzel is the Chief Operations Officer at Strive Pharmacy, where he has been instrumental in driving operational excellence and patient-focused innovation since 2023. With over two decades of experience in pharmacy leadership, Patrick brings a deep understanding of both clinical care and business strategy. Before stepping into his current executive role, he served as a pharmacist at Strive Pharmacy and Walgreens, where he spent nearly 20 years ensuring top-quality patient care and operational efficiency. Beyond pharmacy, Patrick has also demonstrated entrepreneurial drive as the long-time owner of Potential Home Buyers LLC, a real estate venture he has led since 2008. He earned his PharmD and bachelor's in pharmaceutical sciences from South Dakota State University, following his studies at the University of Nebraska–Lincoln and Clarke Community. Based in Mesa, Arizona, Patrick combines his expertise in healthcare and business to advance Strive Pharmacy's mission of delivering accessible, personalized, and high-quality pharmaceutical care.Things You'll Learn:Usage analytics revealed five consistently effective testosterone formulations from 370 variations, enabling faster fulfillment, lower prices, and maintained clinical autonomy.A thoughtful cash-pay strategy can enhance affordability today, even as broader reimbursement for underserved populations remains a significant industry challenge.Proactive potency testing on sterile lines (including GLP-1s) goes beyond basic safety to verify therapeutic effectiveness.“Preferred” formulations can coexist with precision medicine, extracting bulk efficiencies without eliminating personalization.The next leap is software that coordinates interdepartmental nuance, paving the way for robotics to deliver true “lot size of one” at scale.Resources:Connect with and follow Patrick Schinzel on LinkedIn.Follow Clinical Architecture on LinkedIn and visit their website. Email Patrick here.

    Category Visionaries
    Why the next great tech companies will sell outcomes, not software | Anthony Lye

    Category Visionaries

    Play Episode Listen Later Nov 14, 2025 37:32


    Anthony Lye joined Quid 14 months ago to lead a complete business model transformation. With three decades in Silicon Valley including executive roles at Palantir, NetApp, Oracle, and Siebel Systems, Anthony has operated through every major technology disruption. At Quid, he's dismantling the traditional SaaS playbook—eliminating seat-based pricing, collapsing the software/services separation, and refocusing the entire company on delivering measurable business outcomes rather than analytics tools. In this conversation, Anthony explains why most SaaS companies will fail in the AI era, how Palantir's forward-deployed engineering model creates defensible value, and the specific mental models founders need to reimagine their businesses before disruption makes the decision for them. Topics Discussed How Silicon Valley's technology oligopolies turn over every five years  Why AI shifts technology from features to benefits for the first time  Quid's transformation from social listening SaaS to outcome-based insights delivery  The separation of software and services as a structural flaw in SaaS economics  How forward-deployed engineers at Palantir and Quid collapse the services layer  Why SaaS failed knowledge workers while email remained dominant Discontinuity theory and how oligopolies resist then capitulate to disruption  The "fired tomorrow, compete with yourself" thought experiment for strategy clarity  How to build executive teams as custodians rather than functional heads GTM Lessons For B2B Founders Collapse software and services into outcome delivery: Quid eliminated seat-based pricing and module sales, shifting from IT budget to labor budget by selling insights, trends, and actionable information directly. This repositioned the product from a tool requiring sophisticated data scientists to a team augmentation service protecting brand health and driving commerce decisions. The business model change fundamentally altered buyer, buying process, and deal economics. When your product requires customization or professional services to deliver value, you've identified a structural opportunity to collapse both layers. Deploy the "fired and competing" thought exercise: Anthony's mentor advised imagining your board fires you tomorrow and you immediately compete against your own company. List the three things you'd do on day one to win. Then ask why you're not doing those things now. This exercise cuts through organizational inertia and reveals the obvious strategic moves you're avoiding. The discomfort in your answers indicates where you need to act. Match decision velocity to execution needs, not comfort: Tom Brett at Menlo Ventures told Anthony to increase from 3-4 decisions weekly to 50. The forcing function prevents overthinking and eliminates "second guessing paralysis." Organizations need clarity and direction more than perfect decisions. Write down every decision, communicate it clearly, and publicly reverse course when wrong. This builds a culture where being decisive and correctable beats being slow and theoretically optimal. Recognize when your hypothesis expires: Quid's social listening thesis was correct initially, but markets evolved while the company didn't. The problem remained valid (understanding brand health, shopping trends, product innovation signals), but the SaaS tool-based solution became untenable as data complexity demanded sophisticated users, shrinking addressable market. Founders must distinguish between persistent customer problems and expired solution approaches. Your original hypothesis has an expiration date. Identify the ox that gets gored: Every deal requires customers to stop spending elsewhere. You must be 10x faster or one-tenth the cost to overcome status quo bias. Explicitly identify which vendor or budget line you're displacing, then validate your value proposition can actually displace it. Most startups fail this calculus and wonder why proof-of-concept success doesn't translate to procurement approval. Start with blank canvas, fail backwards to SaaS: When reimagining for AI, don't bolt features onto existing architecture. Begin with first principles about what customers actually want to accomplish, design that solution using current capabilities, then fall back to SaaS components only where necessary. Anthony warns that additive approaches preserve structural constraints that prevent you from capturing the full opportunity. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

    Le Random
    32: Maya Man & Ann Hirsch—Ironic Sincerity and Online Gender Performativity Extremes

    Le Random

    Play Episode Listen Later Nov 14, 2025 48:30


    In this long-anticipated episode, host Peter Bauman (Le Random's editor in chief) speaks with one of the most exciting duos in contemporary digital culture, Ann Hirsch and Maya Man. They cover their collaborative projects, Ugly Bitches and Little Darlings, which explore online gender performativity. We discuss the works in relation to the so-called "vibe shift" of the 2020s. The artists also discuss how their work, often using GANs and other AI technologies, counteracts the "girl boss" rhetoric of early 2020s NFT projects by presenting a more flawed, nuanced, and sincere depiction of both femininity and masculinity. They detail how UB uses intentionally distorted AI dolls to comment on female failure, while LD employs shinier AI imagery to critique the "hustle grind gain success" male influencer culture. Finally, the conversation touches upon their admiration for, and points of departure from, the "Gay NFT" or Avant Schizocollage scene, with the artists expressing an interest in "ironic sincerity" in their work.Monday's Editorial with Jess Tucker: https://www.lerandom.art/editorial/jess-tucker-on-longing-for-a-faceChapters

    ThunderCast
    Bonus Episode: An Android Retrospective

    ThunderCast

    Play Episode Listen Later Nov 14, 2025 55:59


    If you can believe it, Thunderbird for Android has been out for just over a year! In this episode of our Community Office Hours, Heather and Monica check back in with the mobile team after our chat with them back in January. Sr. Software Engineer Wolf Montwé and our new Manager of Mobile Apps, Jon Bott look back at what the growing mobile team has been able to accomplish this last year, what we're still working on, and what's up ahead.  ★ Support this podcast ★

    Ask the CIO
    How the administration is bringing much needed change to software license management

    Ask the CIO

    Play Episode Listen Later Nov 14, 2025 41:37


    Ryan Triplette, the executive director of the Coalition for Fair Software Licensing, said the ‘sheer force of will' is improving federal software licenses.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Deep Dives 🤿
    Geoffrey Litt - The Future of Malleable Software

    Deep Dives 🤿

    Play Episode Listen Later Nov 14, 2025 57:16


    AI is fundamentally shifting the way we think about digital products and the core deliverables that we're bringing to the table as designers.So I asked Geoffrey Litt (https://x.com/geoffreylitt) (Design Engineer at Notion) to share his vision for the future of malleable software and AI system design.Here's some highlights:- The keys to effective system design- Geoffrey's workflow for “working like a surgeon”- Why too many products become “nightmare bicycles”- The principles of malleable software vs. disposable software- Why version control is the most important AI interaction problem- Inside Geoffrey's malleable software experiments at Ink & Switch- + a lot more-[Ink & Switch is the research lab (https://www.inkandswitch.com/)- Changing Minds by Seymour Papert (https://worrydream.com/refs/Papert_1980_-_Mindstorms,_1st_ed.pdf)- Geoffrey's nightmare bicycle article (https://www.geoffreylitt.com/2025/03/03/the-nightmare-bicycle)- Don Norman's Living with Complexity (https://www.amazon.com/Living-Complexity-Press-Donald-Norman/dp/0262014866)- Spell Burst by Tyler Angert (https://spellburstllm.github.io/)- A Pattern Language by Christopher Alexander (https://www.amazon.com/Pattern-Language-Buildings-Construction-Environmental/dp/0195019199)- Patchwork - Geoffrey's collaboration environment at Ink & Switch (https://www.inkandswitch.com/patchwork/notebook/)⭐️ You can use the code DIVECLUB to get 20% off your first month of Lovable Pro 1!

    Silent Sales Machine Radio
    #1091: What's the minimum software I really need when I start and when I scale on Amazon as a reseller?

    Silent Sales Machine Radio

    Play Episode Listen Later Nov 13, 2025 37:37


    It seems like each successful Amazon reeller you meet has a slightly different approach to the collection of software that they are using to find success on Amazon. The question we tackle today is this, "What are the basic tools you'll need in order to most predictably establish and build a beautiful business using the model that we've seen work for literally thousands of our students?"   We discuss the basic starting requirements as well as what you'll need as you begin to scale. Don't make the mistake of thinking that you need to go buy a whole bunch of different software tools as a new seller. More experienced sellers will often have a collection of tools that they are using to help them manage and automate their business. Newer sellers however should avoid the Trap of thinking they must buy all of the tools up front in order to replicate that level of success. Let's talk through what it looks like to start with the basics and then scale over time as more tools are needed. We also spend a lot of time talking about the "crown jewel" of Amazon selling which is 3PMercury!   Don't forget to check out our episode sponsor Sellerboard, our awesome sponsor - THE accurate profit analytics tool for Amazon sellers that helps you calculate your profit precisely accounting for all hidden fees and in real time. Use our link and get a TWO month free trial: https://SilentJim.com/numbers    Watch this episode on our YouTube channel here: https://youtu.be/-ULLM4PiMpk   Show note LINKS: My Silent Team Facebook group. 100% FREE! https://www.facebook.com/groups/mysilentteam - Join 82,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!   SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.   ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of the latest cutting-edge training including, of course, the most popular starting point, the REPLENS selling model. The PAC is updated free for life!   3pmercury.com/friends : The full 3PMercury suite priced at the lowest possible price 3pmercury.com/extension : The free extension only Inventory Lab: SilentJim.com/365 Arbisource: SilentJim.com/arb Nepeto: SilentJim.com/oaleads Bqool SilentJim.com/repricer

    Unofficial QuickBooks Accountants Podcast
    Look What We Found: November 2025

    Unofficial QuickBooks Accountants Podcast

    Play Episode Listen Later Nov 13, 2025 43:50


    Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsMargie's Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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 

    Complex Systems with Patrick McKenzie (patio11)
    The $4,000 insurance policy designed to never pay out

    Complex Systems with Patrick McKenzie (patio11)

    Play Episode Listen Later Nov 13, 2025 28:31


    Patrick McKenzie (patio11) reads his essay on title insurance, a service designed to never be performed with a "laughably low" 5% loss ratio compared to 50-80% for almost all types of insurance. The typical American moves every seven to eight years, paying a $500 annual tax for basically no good or service. This is due to a quirk about how America records real estate ownership: it mostly doesn't. Confused? Welcome to the joyous anarchy that is American real estate.–Full transcript available here: www.complexsystemspodcast.com/the-4-000-insurance-policy-designed-to-never-pay-out/–Sponsor: Framer is a design and publishing platform that collapses the toolchain between wireframes and production-ready websites. Design, iterate, and publish in one workspace. Start free at framer.com/design with code COMPLEXSYSTEMS for a free month of Framer Pro.–Links:Bits about Money, Working title (insurance) https://www.bitsaboutmoney.com/archive/working-title-insurance/–Timestamps:(00:00) Intro(01:59) What is "title," anyway?(02:48) Distributed versus centralized database design in property rights(04:50) A quick digression for privacy-minded buyers(08:21) High confidence and complete confidence are different(11:28) Title insurance and title searches(14:33) One very quirky risk transfer and a statistical artifact(19:14) How title insurance is sold(20:03) Sponsor: Framer(21:34) How title insurance is sold (cont'd)(23:36) Is there anything to be done here?(25:47) Potential innovations in title insurance

    From Our Neurons to Yours
    Could brain implants read our thoughts? | Erin Kunz

    From Our Neurons to Yours

    Play Episode Listen Later Nov 13, 2025 37:05 Transcription Available


    Imagine what it's like to lose your ability to speak. You know what you want to say, but the connection between your brain and the muscles that form words is no longer functioning. For people with conditions like ALS, or who experience a severe stroke, this is a devastating reality. Today's guest is Erin Kunz, a postdoctoral researcher in the Neural Prosthetics Translational Laboratory at Stanford, who is part of a global community of scientists working towards the vision of a brain–computer interface — or BCI — to bypass those broken circuits and restore the ability to speak to people with paralysis.We discuss how these BCIs work and the inspiring progress the tech has made in recent years, as well as the troubling question of whether a technology designed to decode what people intend to say from their brain activity could one day read out thoughts they never intended to communicate?Learn MoreStudy of promising speech-enabling interface offers hope for restoring communication (Stanford Medicine, 2025)For Some Patients, the ‘Inner Voice' May Soon Be Audible (The New York Times, 2025)These brain implants speak your mind — even when you don't want to (NPR, 2025)A mind-reading brain implant that comes with password protection(Nature, 2025)How neural prosthetics could free minds trapped by brain injury(From Our Neurons to Yours, 2024)Brain implants, software guide speech-disabled person's intended words to computer screen (Stanford Medicine, 2023)Software turns ‘mental handwriting' into on-screen words, sentences (Stanford Medicine, 2021)Send us a text!Thanks for listening! If you're enjoying our show, please take a moment to give us a review on your podcast app of choice and share this episode with your friends. That's how we grow as a show and bring the stories of the frontiers of neuroscience to a wider audience. We want to hear from your neurons! Email us at at neuronspodcast@stanford.edu Learn more about the Wu Tsai Neurosciences Institute at Stanford and follow us on Twitter, Facebook, and LinkedIn.

    FP&A Tomorrow
    Best Practice Tips to Successfully Implement FP&A Software with James Myers

    FP&A Tomorrow

    Play Episode Listen Later Nov 13, 2025 53:18


    In this episode of FP&A Unlocked, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its limits to managing change and choosing the right implementation partners, James shares the steps every finance leader should take to avoid expensive mistakes.James Myers has led multiple large-scale planning system implementations for global organizations. He specializes in modeling and financial planning solutions that help companies reduce reliance on spreadsheets, improve collaboration, and achieve scalable performance management. His consulting work spans industries including manufacturing, technology, and retail, where he focuses on aligning processes, people, and systems for long-term success.Expect to Learn:The signs your FP&A system is broken and ready for replacementHow to select the right planning or modeling tool for your company sizeThe real cost behind system implementation (and how to plan for it)Why clean data and cross-functional collaboration are essentialBest practices for RFPs, vendor selection, and proof of concept testingHere are a few quotes from the episode:“Reducing reliance on Excel isn't about killing it, it's about freeing up your team to think strategically.” - James Myers“The role of FP&A is to be a true value partner to the business—combining data, strategy, and people.” - James MyersJames Myers reminds us that FP&A transformation is less about tools and more about mindset. By focusing on vision, data quality, and collaboration, finance teams can build systems that scale with their companies instead of holding them back. If you're preparing for a software upgrade or implementation, this episode will help you do it right the first time.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow James:LinkedIn - https://www.linkedin.com/in/jamesmyersw/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] - Trailer[01:58] - What Makes Great FP&A[03:17] - Signs Your Current System is Broken[07:03] - The Hidden Cost of Excel Dependency[08:16] - How to Choose the Right FP&A Tool[13:35] - Setting a Vision Before Selecting Vendors[22:52] - RFP and Demo Best Practices[30:36] - Negotiating the Best Deal Without Cutting...

    Two Tree Guys
    #172 - Elevated Story - Hank Ortiz - Arbornote Software

    Two Tree Guys

    Play Episode Listen Later Nov 13, 2025 30:50


    Born and raised in California, Hank Ortiz built his career in sales and marketing before spending five years in Europe, where he met his wife and deepened his love for food, farming, and the outdoors. Combining his background in tech with his passion for agriculture, Hank set out to create software that made a difference. After realizing the challenges of selling to farmers, he pivoted to the landscape and eventually the tree care industry, where mapping, sensors, and data could truly shine. Out of that journey came Arbornote, a powerful yet simple tool for managing trees, proposals, sales, and workflows. Hank shares how he built software around three core principles: helping businesses stick with their customers, keeping it super easy to use, and offering unmatched support.

    Beyond The Donation
    S2 E6: Systems, Not Software Part 2: Finding the Right Tech Partner for Your Organization

    Beyond The Donation

    Play Episode Listen Later Nov 13, 2025 21:48


    How do you choose the right technology partner for your nonprofit that truly supports your mission today and grows with you tomorrow?In this episode of Beyond the Donation, Noah and Matt continue their conversation about systems thinking and tech evaluation for nonprofits. They explore practical strategies for selecting software partners, key questions to ask during the decision process, and how to align technology with your people, processes, and purpose.Whether you are evaluating CRM options or rethinking your tech stack, this episode will help you approach the process with confidence and systems-level insight.

    Hacker News Recap
    November 12th, 2025 | Steam Machine

    Hacker News Recap

    Play Episode Listen Later Nov 13, 2025 14:26


    This is a recap of the top 10 posts on Hacker News on November 12, 2025. This podcast was generated by wondercraft.ai (00:30): Steam MachineOriginal post: https://news.ycombinator.com/item?id=45903404&utm_source=wondercraft_ai(01:52): Steam FrameOriginal post: https://news.ycombinator.com/item?id=45903325&utm_source=wondercraft_ai(03:14): Yt-dlp: External JavaScript runtime now required for full YouTube supportOriginal post: https://news.ycombinator.com/item?id=45898407&utm_source=wondercraft_ai(04:36): Yann LeCun to depart Meta and launch AI startup focused on 'world models'Original post: https://news.ycombinator.com/item?id=45897271&utm_source=wondercraft_ai(05:58): The last-ever penny will be minted today in PhiladelphiaOriginal post: https://news.ycombinator.com/item?id=45901904&utm_source=wondercraft_ai(07:20): Google will allow users to sideload Android apps without verificationOriginal post: https://news.ycombinator.com/item?id=45908938&utm_source=wondercraft_ai(08:42): Pakistani newspaper mistakenly prints AI prompt with the articleOriginal post: https://news.ycombinator.com/item?id=45898789&utm_source=wondercraft_ai(10:05): Project EulerOriginal post: https://news.ycombinator.com/item?id=45902898&utm_source=wondercraft_ai(11:27): Perkeep – Personal storage system for lifeOriginal post: https://news.ycombinator.com/item?id=45896130&utm_source=wondercraft_ai(12:49): Waymo robotaxis are now giving rides on freeways in LA, SF and PhoenixOriginal post: https://news.ycombinator.com/item?id=45901855&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

    For Mac Eyes Only
    For Mac Eyes Only 461 – Kaiju Catastrophe

    For Mac Eyes Only

    Play Episode Listen Later Nov 12, 2025


    On this episode of For Mac Eyes Only: Spurred on by a listener who asked how they might soft boycott Apple but remain a Mac user, Mike and Darren explore a world where, destroyed by the Mighty Elephanzilla, Apple no longer exists and we're forced to seek out alternatives. What hardware, operating systems, software, mobile devices, and other accessories might make life easier for a former Apple user? Mike wraps up the episode with his Essential App pick: Neo Network Utility.

    Thoughts on the Market
    Relief and Volatility Ahead for U.S. Stocks

    Thoughts on the Market

    Play Episode Listen Later Nov 10, 2025 4:30


    Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, government shutdown and tariffs.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I'll be discussing recent concerns for equities and how that may be changing. It's Monday, November 10th at 11:30am in New York. So, let's get after it.We're right in the middle of earnings season. Under the surface, there may appear to be high dispersion. But we're actually seeing positive developments for a broadening in growth. Specifically, the median stock is seeing its best earnings growth in four years. And the S&P 500 revenue beat rate is running 2 times its historical average. These are clear signs that the earning recovery is broadening and that pricing power is firming to offset tariffs. We're also watching out for other predictors of soft spots. And over the past week, the seasonal weakness in earnings revision breath appears to be over. For reference, this measure troughed at 6 percent on October 21st, and is now at 11 percent. The improvement is being led by Software, Transports, Energy, Autos and Healthcare. Despite this improvement in earnings revisions, the overall market traded heavy last week on the back of two other risks. The first risk relates to the Fed's less dovish bias at October's FOMC meeting. The Fed suggested they are not on a preset course to cut rates again in December. So, it's not a coincidence the U.S. equity market topped on the day of this meeting. Meanwhile investors are also keeping an eye on the growth data during the third quarter. If it's stronger than anticipated, it could mean there's less dovish action from the Fed than the market expects or needs for high prices.I have been highlighting a less dovish Fed as a risk for stocks. But it's important to point out that the labor market is also showing increasing signs of weakness. Part of this is directly related to the government shutdown. But the private labor data clearly illustrates a jobs market that's slowing beyond just government jobs. This is creating some tension in the markets – that the Fed will be late to cut rates, which increases the risk the recovery since April falls flat. In my view, labor market weakness coupled with the administration's desire to "run it hot" means that ultimately the Fed is likely to deliver more dovish policy than the market currently expects. But, without official jobs data confirming this trend, the Fed is moving slower than the equity market may like. The other risk the market has been focused on is the government shutdown itself. And there appears to be two main channels through which these variables are affecting stock prices. The first is tighter liquidity as reflected in the recent decline in bank reserves. The government shutdown has resulted in fewer disbursements to government employees and other programs. Once the government shutdown ends which appears imminent, these payments will resume, which translates into an easing of liquidity.The second impact of the shutdown is weaker consumer spending due to a large number of workers furloughed and benefits, like SNAP, halted. As a result, Consumer Discretionary company earnings revisions have rolled over. The good news is that the shutdown may be coming to an end and alleviate these market concerns. Finally, tariffs are facing an upcoming Supreme Court decision. There were questions last week on how affected stocks were reacting to this development. Overall, we saw fairly muted relative price reactions from the stocks that would be most affected. We think this relates to a couple of variables. First, the Trump administration could leverage a number of other authorities to replace the existing tariffs. Second, even in a scenario where the Supreme Court overturns tariffs, refunds are likely to take a significant amount of time, potentially well into 2026.So what does all of this all mean? Weak earnings seasonality is coming to an end along with the government shutdown. Both of these factors should lead to some relief in what have been softer equity markets more recently. But we expect volatility to persist until the Fed fully commits to the run it hot strategy of the administration. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!