Podcasts about Software

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How can you help your loved ones navigate and securely adopt AI tools ? Will Gardner, CEO of Childnet joins the show for a vital conversation about helping families use AI safely. We talk about Childnet's latest research and the practical ways you can become a digital role model and start better AI conversations at home.

Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, February 17th -- 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

Best-selling author, speaker, and management adviser Joe Pine joined me on Ditching Hourly to discuss his new book, The Transformation Economy, why it applies especially well to consultants, coaches, and advisors, and gives some tips on how to price transformations.Chapters(00:00) - Welcome and Introduction (00:26) - Discussing the Experience Economy (00:43) - Introducing the Transformation Economy (01:26) - Understanding Transformations and Aspirations (04:15) - Frameworks for Identity Change (07:09) - Real-Life Examples of Transformations (13:27) - Pricing Transformations and Value (18:01) - Guaranteeing Transformations (22:52) - Navigating Client Relationships (23:08) - The Power of Commitment (23:58) - Value-Based Pricing (25:01) - The Turnaround King (26:15) - Maintaining Progress and Overcoming Setbacks (28:13) - Commitment to the Process (29:41) - Measuring Success and Transformation (36:51) - Creating a Sustainable Business Model (37:20) - Book Launch and Writing Process (42:05) - Conclusion and Resources Joe's BioB. Joseph Pine II is an internationally acclaimed author, speaker, and management adviser to Fortune 500 companies and entrepreneurial startups alike, and he is the cofounder of Strategic Horizons LLP. He is the coauthor of the bestselling book The Experience Economy with James H. Gilmore, as well as Infinite Possibility with Kim C. Korn. His other books include Authenticity and Mass Customization. Pine consults with numerous companies around the world. He is a lecturer in the Strategic Technology Leadership program at Northeastern University's D'Amore-McKim School of Business and a senior fellow with the European Centre for the Experience Economy, which he cofounded.Related LinksJoe's website » strategichorizons.comJoe's previous appearance on Ditching Hourly » podcast.ditchinghourly.com/episodes/joe-pine-on-pricing-experiencesJoe's previous appearance on TBOA » thebusinessofauthority.com/episodes/the-experience-economy-with-guest-joe-pine ----Do you have questions about how to improve your business? Things like:Value pricing your work instead of billing for your time?Positioning yourself as the go-to person in your space?Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal?Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!

Modern software is built on layers and layers of code. So how do we know we can trust it?In this episode of Alexa's Input (AI), Alexa Griffith sits down with Justin Cappos, professor of computer science at NYU and a leading expert in software supply chain security, to unpack what trust really means in today's digital infrastructure.From package managers and dependency chains to large-scale outages and AI systems built on inherited code, Justin explains why many security failures aren't random accidents, they're predictable consequences of weak process, misaligned incentives, and insecure design.They discuss:Why security only becomes visible when something breaksThe difference between unavoidable failure and negligenceHow modern software supply chains amplify small mistakesThe role of leadership and culture in preventing breachesWhy verification systems like TUF and in-toto matter more than everAs AI accelerates development and increases system complexity, the need for verifiable trust only grows. This episode is a practical look at the invisible infrastructure that keeps modern software, and increasingly, modern AI, from collapsing under its own complexity.Podcast LinksWatch: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@alexa_griffith⁠⁠⁠⁠⁠⁠Read: ⁠⁠⁠⁠⁠⁠⁠⁠https://alexasinput.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠Listen:⁠⁠⁠⁠ https://creators.spotify.com/pod/profile/alexagriffith/⁠⁠⁠⁠More: ⁠⁠⁠⁠⁠⁠https://linktr.ee/alexagriffith⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠https://alexagriffith.com/⁠⁠⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/alexa-griffith/⁠⁠⁠⁠⁠Find out more about the guest at:Website: https://engineering.nyu.edu/faculty/justin-capposNYU page: https://ssl.engineering.nyu.edu/personalpages/jcappos/Wikipedia: https://en.wikipedia.org/wiki/Justin_CapposChapters00:00 Introduction to Justin Cappos and His Work01:17 The Importance of Security in Software Systems03:50 Understanding Security Breaches: Mistakes vs. System Design Problems06:34 Cultural Factors in Security Failures09:25 Justin's Journey in Software Security12:03 The Role of Academia in Enterprise Security14:10 Evaluating Enterprise Security Systems16:58 Foundational Projects in Software Security19:21 AI Security Concerns and Future Directions24:59 The Need for MCP 2.028:57 Security Challenges with LLMs32:33 Designing Secure AI Systems37:14 Ethical Dilemmas in AI Decision-Making40:17 The Role of AI in Open Source43:44 Trust and Mindset in AI Security

In dieser Folge ist Irene Klemm, Mitgründerin und CEO von Edurino, zu Gast. Edurino hat es sich zur Aufgabe gemacht, frühkindliche Bildung durch eine Kombination aus digitalen Lern-Apps, haptischen Figuren und ergonomischen Stiften zu revolutionieren. Irene teilt ihre Reise von der Idee während der Pandemie bis hin zu einem international erfolgreichen EdTech-Unternehmen mit über 2 Millionen verkauften Produkten und 30 Millionen Euro Funding. Sie spricht über die Herausforderungen bei der Produktentwicklung, den Aufbau einer Community, die Skalierung eines Hardware- und Software-Startups und die Bedeutung von Vertrauen in der Eltern- und Kinderzielgruppe. Außerdem gibt sie Einblicke in die Zukunftspläne von Edurino und ihre Vision für die Bildung von morgen. Was du aus der Folge mitnimmst: Die Entstehung von Edurino: Wie Irene und ihre Mitgründerin Franziska Meyer während der Pandemie eine Marktlücke in der frühkindlichen Bildung entdeckten und daraus ein erfolgreiches EdTech-Unternehmen aufbauten. Produktentwicklung: Warum die Kombination aus digitalen Lern-Apps, haptischen Figuren und ergonomischen Stiften so gut funktioniert – und wie iterative Tests mit Kindern und Eltern das Produkt perfektionierten. Community-Aufbau: Wie Edurino durch Crowdfunding, Instagram und enge Zusammenarbeit mit Eltern und Pädagogen Vertrauen aufbaute und eine loyale Community schuf. Skalierung und Internationalisierung: Die größten Herausforderungen und Learnings beim Wachstum von einem kleinen Startup zu einem internationalen Unternehmen mit Millionenumsätzen. Finanzierung und Investoren: Wann es sinnvoll ist, Risikokapital aufzunehmen, und welche Erwartungen Investoren an Startups haben. Zukunftsvision: Wie Edurino mit Lizenzprodukten, Internationalisierung und datenbasierten Lernansätzen die Bildung von Millionen Kindern weltweit verbessern möchte. ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Irene: LinkedIn: de.linkedin.com/in/ireneklemm  Website: ⁠https://www.edurino.com/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) Einstieg: Von der Idee zur Umsetzung – Wie alles begann (00:02:16) Die Pandemie als Ausgangspunkt: Ein kaputtes Bildungssystem und eine große Chance (00:05:00) Produktentwicklung: Warum Edurino auf Hardware, Software und Ergonomie setzt (00:09:04) Crowdfunding als Proof of Concept: Die ersten Schritte zur Skalierung (00:12:50) Community-Aufbau: Wie Eltern und Kinder Teil der Produktentwicklung wurden (00:16:33) Vertrauen schaffen: Zertifizierungen, Awards und die Rolle von Influencern (00:20:24) Skalierung: Von der Crowdfunding-Kampagne zu Millionenumsätzen (00:24:12) Teamaufbau: Die ersten Hires und der Fokus auf Produktentwicklung (00:30:06) Internationalisierung: Wie Edurino den UK-Markt erobert (00:36:44) Retention und Kohorten: Warum langfristige Kundenbindung entscheidend ist (00:42:15) Lizenzprodukte und neue Zielgruppen: Biene Maja, Bibi Blocksberg und Co. (00:47:37) Herausforderungen bei Hardware-Startups: Prototyping, Produktion und Skalierung (00:53:37) Finanzierung: Wann und warum man Geld von Investoren annehmen sollte (01:00:42) Zukunftsvision: Wie Edurino Bildung weltweit verändern will

Pendant que les Européens jouaient au solitaire sur leurs terminaux Bloomberg, une ombre plane sur les marchés : l'Intelligence Artificielle. Hier thème de génie, aujourd'hui croque-mitaine universel. En 14 jours, c'est 1 000 milliards de dollars qui sont partis en fumée sur le secteur du Software. Psychose ou réalité ? On fait le point sur ce "grand remplacement" technologique qui fait trembler les traders. Au menu ce matin :

#OFFRECORD หุ้น Software ถูกทิ้งดิ่ง = โอกาส? | OFF THE RECORD Ep.195⁣⁣โดย อิก บรรพต AFPTtm ที่ปรึกษาทางการเงิน⁣⁣ติดตามความรู้และอัพเดต TAM-EIG_ลงทุนนอก ต้องออกไปให้รู้⁣https://links.tam-eig.com/LineOpenchat_Offshores1 ⁣⁣*วิเคราะห์วันที่ 16 ก.พ. 69⁣⁣==========⁣⁣

Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing the boundaries of AI.  AGENDA: 04:50 — The Real Threat to SaaS is The Switching Cost Coming Down 05:57 — What revenue multiple will software companies trade at in the future? 14:12 — Why you need to build your own customer service AI to win 23:51 — Klarna has two times the customer base of Revolut. They will beat Revolut 25:39 — How I lost a billion dollars not investing in Nubank 30:57 — Why Nubank are more likely to win the US than Revolut? 34:28 — We used to be 6,000 people. Now we are just 3,000 39:58 — When is a high valuation too high and can be dangerous? 42:45 — How we got Sequoia to invest and Michael Moritz to join the board 53:14 — If you are an investor today that is not building then you're at a fundamental disadvantage 01:11:43 — I have changed my mind on the adoption cycle... I think it will take longer than people think 20VC: Is SaaS Dead: Klarna Replaces 1,500 Internal SaaS Products | Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

Send a textHCM operates under a different operational gravity, shaped by higher data sensitivity, greater regulatory exposure, and people-centric workflows that do not map cleanly to financial or supply chain logic. HR data carries a uniquely elevated risk profile, and processes such as payroll, benefits, compliance, recruiting, onboarding, training, and performance management introduce specialized data models and integration needs that demand purpose-built platforms. Adoption also follows a different maturity curve, with most organizations starting from basic payroll—often via a PEO or standalone system—and gradually layering in more strategic HR capabilities as workforce size and complexity increase. Because HCM spans multiple micro-segments and specialization layers that vary materially by industry, geography, and workforce composition, it must be evaluated as its own architectural layer, not merely as an ERP add-on, to ensure long-term system fit and operational resilience.In this episode, our host Sam Gupta discusses the top HCM software in 2026. He also discusses several variables that influence the rankings of these HCM software. Finally, he shares the pros and cons of each HCM software.Video: https://www.youtube.com/watch?v=LVe9TBkCoG0Read: https://www.elevatiq.com/post/top-hcm-software/Questions for Panelists?

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Software stocks are getting hammered. Adobe at 7 year lows, Salesforce crushed. We discuss why and then cover our takes on the recent viral piece "Something Big is Happening."Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

253 | In den letzten Wochen hat sich der Fortschritt von AI deutlich beschleunigt. Was kommt als nächstes und wo lauern neue Geschäftsideen?Partner dieser Folge:ClockodoClockodo ist das Time Tracking Tool unserer Wahl. Auf ⁠https://www.clockodo.com/⁠optimisten bekommst du mit Gutschein-Code optimisten25 25% RabattMach das 1-minütige Quiz und finde eine Geschäftsidee, die zu dir passt: digitaleoptimisten.de/quiz. Mich erreichst du unter alexander@digitaleoptimisten.de.Schick uns deine Audio-Message auf speakpipe.com/digitaleoptimisten.Kapitel(00:00) Intro(01:20) Wie kann man mit dem Tech Stack noch mithalten?(09:30) OpenClaw: Die Architektur des Internets ändert sich(22:00) Coder werden zu göttern?(37:00) Post von Optimisten: Tool-Inspiration von Mirja(39:00) Hörer Matthias baut Learningcards.com(46:00) Geschäftsidee von Hörer Felix: B2B Siri(49:30) Geschäftsidee von Samuel: AI Ready - Bootcamp(54:30) Geschäftsidee von Alex: StackScoutLearningsAI-Layer verändert SoftwarearchitekturOpenClaw ist der erste AI-Agent, der Aktionen im Internet durchführt und SaaS-Anwendungen direkt bedient. Dadurch verschiebt sich die Bedienung von Software von Benutzeroberflächen hin zu einem AI-Agenten. Der Wert entsteht vor allem daraus, wie effizient der Mensch seine Aufmerksamkeit einsetzt.Bestehende Firmen müssen radikal neu denkenEtablierte B2B-SaaS-Firmen müssen AI in ihr Produktdesign integrieren und nicht nur smarter machen. SAP-Migrationen zeigen, wie IT-Abteilungen monatelang blockiert werden; AI-basierte Services könnten aus Abteilungen wie Risk Management, Advisory, Cyber Security, Front Office, Tax Services entstehen. Ohne radikale Neugestaltung riskieren sie, von AI-getriebenen Gründern überholt zu werden.AI täglich praktisch nutzenNutze AI täglich und integriere sie in den Arbeitsalltag, am besten mit Tools, die du regelmäßig nutzt; der Vorschlag: etwa 50 Euro pro Monat investieren und Tools zu deiner Startseite machen. Beginne mit einem konkreten Projekt, bei dem AI die Kernaufgabe übernimmt, um schnell messbare Ergebnisse zu erzielen. So entwickelst du eine Praxis, in der AI langfristig zum Werttreiber wird.Distribution entscheidet über ErfolgKonkrete Produktideen wie The Learning Cards zeigen, dass Distribution wichtiger ist als die reine Technologie. Eine physische Verpackung oder Box als Vertriebskanal kann helfen, komplexe Konzepte greifbar zu machen; Kooperationen mit Buchläden oder lokales Offline-Marketing werden diskutiert. Offene Frage bleibt, wie physische Distribution wirkungsvoll skaliert wird, um Adoption zu beschleunigen.KeywordsKünstliche Intelligenz im UnternehmenseinsatzAI-Agenten und AutomatisierungAI-Architektur im UnternehmenAI-Readiness BootcampStack Scout AI Stack Empfehlungwie AI-gestützte Automatisierung Geschäftsprozesse verändertAI-Agenten im Unternehmensalltag einsetzenArchitektur einer Unternehmenssoftware mit AI LayerWie etablierte Firmen auf AI-basierte Architekturen umstellenOpenClaw Claude Bot Sicherheit BedenkenMake.comAirtableSAP S4HANAPersonio

The recent Eightfold AI class action lawsuit is making waves in the recruitment technology industry, but it's not really about AI—it's about data protection and personal data sovereignty. In today's podcast, industry experts Alex Murphy (CEO of JobSync) and Leah Daniels (COO of JobSync) break down what this lawsuit means for vendors, employers, and job seekers alike. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is AI eating the software industry, or is it just making it more powerful?In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai, to discuss the shift happening in enterprise SaaS. If you've watched our videos, you know we use Fiscal's charts every single day to analyze the markets, so it was great to get Braden's perspective on where the industry is headed.We dive deep into the software apocalypse narrative and whether it's based in reality or just a market overreaction. Braden explains why maintaining software is getting easier, how his engineering team has achieved 10x productivity, and why internal AI solutions are coming for the "busy work" that off-the-shelf SaaS can't solve.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 – Is AI Eating Software? 1:12 – Meet Braden Dennis, CEO of Fiscal.ai 1:45 – Why Software Engineering Has Changed Completely 2:40 – 2026 Outlook: Opportunities vs. Traps 3:30 – What Software is Becoming Obsolete? 4:30 – Automating the "Unsolvable" Internal Busy Work 5:15 – "Intelligence in the Sky": A New Data Layer 6:10 – Pricing Power Debate: Will Clients Pay Less? 7:45 – Broadcom & VMware Case Study8:55 – Comparing the Software Correction to 2018 Semiconductors 11:45 – Lessons on Market Cyclicality 13:55 – The Problem with Late-Stage Venture Capital 16:00 – Why We Need More Tech IPOs 18:10 – The Incentive for Founders to Stay Private 20:00 – Evaluating Figma and Adobe in the AI Age21:30 – ServiceNow: Narrative vs. Financial Reality 22:45 – Final Verdict: Being Selective in a Sell-offIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #AI #SaaS #SoftwareStocks #Investing #ChipStockInvestor #FiscalAI #TechInvesting #ServiceNow #stockmarket2026 Nick and Kasey own shares of Adobe, Figma, ServiceNow

Arbeiten ohne von den USA digital abhängig zu sein - geht das überhaupt? Schleswig-Holstein macht ernst und hat in der Verwaltung alle Microsoft-Produkte durch Open-Source-Software ersetzt. Der Umstieg war und ist allerdings alles andere als einfach. Burmeister, Michael www.deutschlandfunkkultur.de, Studio 9

Apple prepara una actualización que podría cambiar la batería de tu iPhone sin que lo notes.Jony Ive reaparece… pero dentro de un Ferrari eléctrico.Y CarPlay sigue sin llegar a Tesla por un motivo inesperado.Tres historias donde el software, el diseño y los coches se cruzan más que nunca.

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Defense-Tech, Hybrid Warfare und KI-Scare-Trade – Lippold Oldershausen und Serge Nussbaumer über Sicherheit und MärkteIn dieser Folge von Wirtschaft mit Weisbach geht es um geopolitische Verschiebungen, technologische Souveränität und die Nervosität an den Kapitalmärkten.Nach der Münchner Sicherheitskonferenz spreche ich mit Lippold Oldershausen, Gründer von BASED, über das europäische Defense-Ökosystem. Wie finden Start-ups, Investoren, Industrie und Staat im Bereich Verteidigungstechnologie zusammen? Welche Rolle spielen Drohnen, Cybersecurity und sogenannte Hybrid-Warfare-Konzepte? Und warum ist jetzt die Industrialisierung entscheidend – nicht nur die Innovation?Im zweiten Teil analysiere ich mit Serge Nussbaumer von Maverix Securities aus Zürich die aktuelle Marktlage. Der sogenannte KI-Scare-Trade sorgt für deutliche Kursausschläge – von Softwarekonzernen bis hin zu Finanzdienstleistern. Handelt es sich um eine Überreaktion? Wo entstehen neue Chancen durch AI? Und warum könnten die USA technologisch weiter die Nase vorn haben?Außerdem im Podcast:Die Deutsche Börse im Fokus. Ist die Angst vor KI-Disruption übertrieben – und wird künstliche Intelligenz hier eher zum Produktivitätshebel als zur Bedrohung?Thematisiert werden unter anderem:Wie BASED Investoren und Defense-Start-ups in Europa vernetztWarum Drohnen nur ein Teil moderner Verteidigungsstrategien sindWelche Bedeutung Hybrid Warfare für Europas Sicherheit hatWeshalb Industrialisierung der nächste große Schritt für Defense-Tech istWas hinter dem KI-Scare-Trade steckt – und ob selektive Einstiegschancen entstehenWarum etablierte Software- und Infrastrukturunternehmen nicht so leicht ersetzbar sindWeshalb die USA im Tech-Bereich strukturelle Vorteile habenOb europäische Rüstungswerte trotz Kursrally weiter profitieren könntenWarum die Deutsche Börse KI eher als Chance denn als Risiko siehtEin Gespräch über Sicherheitspolitik, Technologie, Kapitalmärkte – und die Frage, ob Disruption wirklich immer Zerstörung bedeutet.

In dieser Folge gibt's einen direkten Blick in die laufenden Trades: Wir sprechen über Edelmetalle – allen voran Gold und Silber – sowie eine Position in Novo Nordisk. Im Fokus steht außerdem der aktuelle Software-Aktien-Crash: Während nicht-zyklische Werte Stärke zeigen, geraten einige Titel unter Druck. Zum Abschluss geht's ums Hedging: Warum die Phase von Mitte Februar bis März herausfordernd sein könnte und wie wir uns bereits für den Sommer absichern. Unser Podcast wird unterstützt durch CapTrader: ⁠https://www.captrader.com/⁠   Unser neuer Podcast CASH me if you can": https://bit.ly/4qA4Ao6Mehr zum Thema professioneller Optionshandel:  • Homepage » ⁠https://eichhorn-coaching.de⁠  • Unser digitaler Optionsbrief » ⁠https://bit.ly/42HTKnC⁠  • Unser Delta-10 E-Book » ⁠https://bit.ly/45muWlE⁠  • Kostenloser Newsletter » ⁠https://bit.ly/2XvvEII⁠  • Instagram » ⁠https://instagram.com/eichhorncoaching⁠  • X » ⁠https://bit.ly/2H9uxIM⁠   Unsere Tools:  • Unser Chartanalyse Tool TradingView » ⁠https://bit.ly/4fcPxf8⁠ * ($15 Guthaben)  • Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega » ⁠https://bit.ly/3UxSsGH⁠ * (50% Rabatt!)  • & Fastgraphs zur fundamentalen Analyse unserer Aktieninvestments » ⁠https://bit.ly/3YT5DF4 ⁠*  • ⁠Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien⁠ » ⁠https://bit.ly/4gJ2rCf⁠ *  '* Affiliate Link. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest.  Inhalt: 00:00 Begrüßung 02:00 Edelmetalle 05:30 Novo Nordisk 07:10 Software Crash 15:26 Hedging 19:01 Fazit 

The Deal You Never Knew Existed. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this deep dive, Jay McBain reveals the harsh reality of the “28 Moments” in a modern B2B buying journey, using a multi-million dollar SAP deal at AstraZeneca as a wake-up call for vendors. He explains how traditional marketing leads are failing in the “decade of the ecosystem,” where trusted partners like NTT and SoftwareOne are winning deals in “light blue” partnership moments months before a customer ever downloads an ebook. If you aren’t visible in the seven-layer stack or collaborating with the partners who hold the customer’s trust, you aren’t just losing the deal—you're losing the entire market. https://youtu.be/NO-P6X2dTAo?si=8e_sVesqvwaC0M-E Key Takeaways Most vendors lose major deals without ever knowing a transaction was even taking place. The average considered purchase involves 28 distinct moments of research and influence before a sale. Trusted partners often close the deal in the “middle moments” months before the money is actually spent. Traditional marketing leads (MQLs) are often too “flimsy” compared to deep partner-led relationships. Winning in the ecosystem requires being part of a “seven-layer stack” of integrated technology and services. Data-sharing platforms like Crossbeam and Workspan are now essential to seeing the “invisible” pipeline. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: 28 Moments, Jay McBain, Ecosystem Strategy, AstraZeneca SAP Deal, Seven Layer Stack, B2B Buying Journey, Partner Ecosystem, NTT, SoftwareOne, Channel Strategy, Buyer Intent, Informa TechTarget, Collaborative Selling, Crossbeam, Partner Tap, Workspan, Marketplace Tracking, Co-selling, Tech Integration, Revenue Architecture, Pipeline Growth, Trusted Advisor, Digital Transformation, SAP Optimization, Microsoft AWS Competition. Transcript: [00:00:00] Jay McBain: So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. So you will have lost this deal without knowing there was a deal. [00:00:19] Vince Menzione: We’ve been talking 28 moments, but you have a slide. I thought we’d spend some time here because, you know, every conversation with you is about 28 moments, but you finally took the time to analyze one of your deals or one of the deals that was going on with one of your clients and come up with the 28 moments. [00:00:36] Vince Menzione: I thought we’d spend a little time here because this journey slide is a wake up call. Uh, it’s, it’s, it’s all around. Why, why we need to think about all of those. Points we need to think about communities and analysts and marketplaces and proof of concepts and architecture and everything else. I thought maybe you’d take us through this a little bit. [00:00:53] Vince Menzione: ’cause this was for a client, AstraZeneca, by the way. This was, uh, if you don’t know this, ICI Americas was the precursor of mm-hmm. AstraZeneca. It was the first SAP customer in North America. [00:01:03] Jay McBain: Nice. I did [00:01:04] Vince Menzione: not know that. That’s why Microsoft and SAP both headquartered. In that area, near nearby, that client. [00:01:10] Vince Menzione: That’s, uh, news, new news. [00:01:11] Jay McBain: And by the way, this is an SAP deal we’re looking at. Yeah. Uh, so two things here. One is that, um, while I was declaring the decade of the ecosystem, you know, spending time with you and Boca, in between that time we got acquired. Canals, which was Latin for channel, got acquired by oia, part of Informa TechTarget, part of this bigger informa company, which is a Fortune 100 company outta the uk. [00:01:32] Jay McBain: Fantastic. You know, we’re part of this massive organization that is really around buyer intent. How, you know, a tech target and, uh, running hundreds of magazines like Information Week and Computer Week that customers and partners read running hundreds of events, the biggest events on the planet. [00:01:49] Vince Menzione: Crazy [00:01:49] Jay McBain: in B2B, like Black Hat and all these things are run by [00:01:52] Vince Menzione: Yeah, [00:01:53] Jay McBain: informa. [00:01:53] Jay McBain: So it’s got this massive mountain of data. About the 28 moments. So when you start to think if you’re a CMO and you start to think about the early moments, you, you think about somebody reading an ebook or, um, going to a, a webinar or going onto a LinkedIn live just like this one. Yeah, going to a major event and getting a pair of socks from you. [00:02:13] Jay McBain: Um, but anything early in the journey. These are the m qls. These are the things that I need enough of them to be credible before I hand them over to my sales team. ’cause I don’t wanna be laughed out of the room. Hey, they read an ebook. They must, AstraZeneca must be buying millions of dollars of stuff. [00:02:27] Vince Menzione: Traditional marketing lead. [00:02:29] Jay McBain: Traditional marketing lead. So they’re a bit nervous about sharing that. And then later on, the sales motions, the demos and all the progression of the sales. This was the two decades before us, the decade of sales, decade of marketing. But the 28 moments, just to take a step back, if you haven’t heard, it is just a considered purchase. [00:02:46] Jay McBain: It’s about psychology, human psychology. When you go and buy a car, second most expensive thing that you will purchase you on average will go through 28 moments getting ready for that purchase. Some people go through two moments and they just drive to the Cadillac dealership to see Larry, who’s been selling Cadillacs to the family for 80 years. [00:03:04] Jay McBain: Yep. Some people spend 58 moments. That’s probably me. [00:03:07] Vince Menzione: That’s you, a, [00:03:08] Jay McBain: you know, going through all the depreciation, watching every YouTube video, you know, going to the end of the earth. But the average is 28. So you start to think about this, this is the same buying a car considered purchase, that you would buy a million dollars in software. [00:03:21] Jay McBain: From Microsoft or SAP. So when you look at these moments, you start to think, you know, how is you before you buy that car, downloading the invoice price, downloading this month’s backend rebates. Should I buy it in January? Should I buy it in February? All these decisions you make before you get to that dealership, you’re smarter than the salesperson, smarter than the sales manager. [00:03:39] Jay McBain: You know what 5,000 people bought the car for within 50 miles of you? I mean, you’re just so smart. You actually don’t need the dealership anymore. Just Carvana to me, hand me the keys. Exactly. But now in buying technology, hardware, software services, customers are getting this smart. And here’s all the moments they take to get this smart. [00:03:57] Jay McBain: But the thing we always had in mind in this decade of the ecosystem was the 96% there are trusted people. Yeah. Spending decades building that trust that come in in critical moments. They’re not marketing moments, they’re not sales moments. They are fully partnership moments. Yeah. And they’re on this slide in light blue. [00:04:15] Jay McBain: So if you were to look at this deal and, and somebody in marketing is finding these eBooks and webinars and they think there might be something, AWS got a direct hit on their website. So there’s something brewing at AstraZeneca. It, it might be in, it’s a big pharmaceutical company, so you’re probably spending millions of dollars if something’s brewing. [00:04:31] Jay McBain: Yep. But guess what? At the same time, in December on this six month journey. Partners come in with five different paid projects, consulting, advisory design projects, and in this case it was NTT software one, Yash and uh, ISV was there. Yep. But NTT won three different. Deals right at that critical stage. It wasn’t Accenture, it wasn’t Deloitte, NTT at this particular department of AstraZeneca had spent the decades building those relationships. [00:04:58] Jay McBain: So they were the one, and they won critical part of this. And so that’s when the deal is won. And it’s not at April when the money’s being spent. Yeah, it’s, it’s not in March when a couple more ISVs joined the mix, that seven layer stack that solves this particular problem, it was right there. So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. [00:05:30] Jay McBain: So you will have lost this deal without knowing there was a deal, which makes up again, the majority of your tam. [00:05:34] Vince Menzione: Yeah. [00:05:35] Jay McBain: But what if I did have this agentic ability to see this deal coming, and I’m a cybersecurity company, I’m just competing for layer five of the deal, but I know that it’s all happening in December. [00:05:46] Jay McBain: So the two things that jump out on this particular slide is one, they don’t just show up in December. [00:05:51] Vince Menzione: Yeah, [00:05:51] Jay McBain: this went closed one in their Salesforce CRM in August, September, well, before the customer ever read an ebook. So now you’re not dealing with a flimsy MQL. You’re dealing with a couple of great, you know, top partner 1000 sized firms. [00:06:09] Jay McBain: One of them is a partner, 30 firm. [00:06:11] Vince Menzione: Exactly. [00:06:12] Jay McBain: That is absolutely going into and earning hundreds of thousands of dollars in services to guide the customer to a millions of dollars in purchase. And, and you can imagine in that boardroom. With A CMO saying, Hey, I got this stuff here. And the head of channels or partnerships saying, no, no, this is real. [00:06:32] Jay McBain: Here’s the names, faces, and places. Yeah. And here’s how it’s happening. And this is exactly, this is the Gantt chart, this is the show up, this is the project, this is the outcome. This is exactly how it’s playing out. Now if I could go back and the board and the C-suite should be asking us, well, how many more deals like this can you see? [00:06:50] Vince Menzione: Yeah. [00:06:51] Jay McBain: If our TAM is, you know, how many billions of dollars? Could you double our pipeline by seeing more of these middle moments? And if we got a couple of months to spend with these partners before they get in front of the customer, could they build more of our portfolio into the deal so we’re not just layer five, maybe we’re layer three and layer five. [00:07:10] Vince Menzione: This slide screams at me. Integr Tech integration Cha. A partner channel integration of tech, uh, whether it’s Crossbeam, whether it’s Partner Tap, whether it’s work span, or any of these other technologies, tackle any of these technologies that are tracking marketplace, that are tracking partner to partner, co-selling. [00:07:30] Vince Menzione: Getting the integration points. The only way to really understand the situation here, because this is a multinational company. Yeah. It’s being touched at all PO points around the globe. And to understand who’s calling who, who’s influencing who, and getting a real view, you know, a uber view of what that looks like is super important. [00:07:47] Jay McBain: It is. And you know, if I’m trying to sell like a cross beam or partner tab or work span or something into my executive team, I’m just showing them this slide. [00:07:54] Vince Menzione: Exactly. [00:07:54] Jay McBain: Would you like to know about this deal? Like you see, October is the start of the timeline here. Would you like to know about this deal in August, September? [00:08:00] Vince Menzione: Yep. [00:08:01] Jay McBain: Would you like to know about it automatically? Again, we’re not waiting for somebody, a human in a cubicle to go fill out a form. We’re not waiting for them to call somebody at our in, in a cubicle at our company. Yeah. We’re literally age genically sharing platforms, and so when this triggers that AstraZeneca and now triggers in our CRM system as well, our team on AstraZeneca gets notified and it gets notified in September before the 28 moments even starts. [00:08:27] Jay McBain: This, the power of this, of doubling, tripling your pipeline and then winning a bigger yield, a bigger percentage of that pipeline. This is the holy grail of our industry, and no one’s gonna get to a hundred percent. You’re not gonna have a hundred percent of your tam covered by your pipeline. No one’s gonna win a hundred percent of that. [00:08:43] Jay McBain: But again, we only have to be 10 or 20% better than our competitors and we need to start moving on this now. [00:08:50] Vince Menzione: So your imperative for the partners here, well everyone watching here today, I mean, this screams to me build your ecosystem strategy in such a strong and succinct way. What else would you say to them? [00:09:00] Jay McBain: I mean, the second thing that jumps out, you see two AWS direct touches here. This is something that this would be inbound. This AWS would see this deal in their pipeline. [00:09:09] Vince Menzione: Yeah. [00:09:10] Jay McBain: Because the customer came to them. AWS lost this deal. Crazy. So Microsoft won this deal. I, I mentioned Microsoft outgrowing AWS Yeah. [00:09:19] Jay McBain: ’cause in this particular case, NTT and Software One and Yash came in with Microsoft. Yeah. To solve an SAP optimization, Microsoft, and, you know, seven layer deal. So whether you’re in AWS, whether you’re in Microsoft, whether you’re anywhere else in this industry, you’re thinking like, you’re not gonna probably overtake what happens in December. [00:09:39] Jay McBain: These are the most trusted, smartest people in the room. And whatever happens in those projects is the seven layer stack the customer’s gonna buy in March, April. So I, I start to think about this and go, I need to win. ’cause NTT has a wonderful relationship with AWS. [00:09:55] Vince Menzione: They do, [00:09:56] Jay McBain: I mean, partner of the year level. [00:09:57] Jay McBain: I mean, they’ve got 10,000 people certified. I mean, there’s just a, you know, there’s no one at AWS that, um, you know, would take a, a loss here because it’s a wonderful relationship. And Software One, they [00:10:09] Vince Menzione: go back to Microsoft actually 30, 40 years though they do. They were Dimension data before that. Yeah. [00:10:14] Vince Menzione: And they have the long hit Legacy And Software One. Software one as well. You, [00:10:19] Jay McBain: you know, well Software one is Microsoft’s biggest reseller, uh, in Europe. And now with Crayon, you know, one of the biggest in the world. So I would be nervous if I was looking at this and saw Software one coming in with NTT and watching these things take place if I were able to see this back in September, October and work with these companies. [00:10:38] Jay McBain: That’s where kind of Microsoft came into the picture. And this never hit Microsoft’s pipeline. No Microsoft salesperson ever worked on it, but millions of dollars came to Microsoft. Yeah. Uh, out of this deal. So there are examples of where Microsoft gets touched and AWS wins the deal. So this isn’t meant to say that it happens in every case, but it’s meant to say data rules the future, and agent ai, the ability to plumb in these boxes. [00:11:00] Jay McBain: Working with Informa tech, target people that can plumb in the boxes for you with third party data, helping you with the light blue boxes. We gotta be obsessed over these light blue boxes. [00:11:11] Vince Menzione: It’s incredible. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. [00:11:21] Vince Menzione: This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate setting. We can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property and, uh, we’d love to have you join us. [00:11:45] Vince Menzione: Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

This is a recap of the top 10 posts on Hacker News on February 14, 2026. This podcast was generated by wondercraft.ai (00:30): uBlock filter list to hide all YouTube ShortsOriginal post: https://news.ycombinator.com/item?id=47016443&utm_source=wondercraft_ai(01:57): An AI agent published a hit piece on me – more things have happenedOriginal post: https://news.ycombinator.com/item?id=47009949&utm_source=wondercraft_ai(03:24): Ars Technica makes up quotes from Matplotlib maintainer; pulls storyOriginal post: https://news.ycombinator.com/item?id=47013059&utm_source=wondercraft_ai(04:51): Ooh.directory: a place to find good blogs that interest youOriginal post: https://news.ycombinator.com/item?id=47014449&utm_source=wondercraft_ai(06:18): News publishers limit Internet Archive access due to AI scraping concernsOriginal post: https://news.ycombinator.com/item?id=47017138&utm_source=wondercraft_ai(07:45): My smart sleep mask broadcasts users' brainwaves to an open MQTT brokerOriginal post: https://news.ycombinator.com/item?id=47015294&utm_source=wondercraft_ai(09:12): Vim 9.2Original post: https://news.ycombinator.com/item?id=47015330&utm_source=wondercraft_ai(10:39): Zig – io_uring and Grand Central Dispatch std.Io implementations landedOriginal post: https://news.ycombinator.com/item?id=47012717&utm_source=wondercraft_ai(12:06): Homeland Security Wants Social Media Sites to Expose Anti-ICE AccountsOriginal post: https://news.ycombinator.com/item?id=47009582&utm_source=wondercraft_ai(13:33): Platforms bend over backward to help DHS censor ICE critics, advocates sayOriginal post: https://news.ycombinator.com/item?id=47015406&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

En el episodio de hoy, traemos a un invitado, un gran amigo nuestro y socio, experto en software para que nos explique qué está pasando en el sector y si es una oportunidad de entrada con las fuertes caídas que hemos visto en él, además, nos traerá dos empresas para discutir sus tesis de inversión. Disclaimer: Los videos no representan una recomendación de Compra o Venta. Cada inversor debe realizar su análisis antes de invertir. Substack: https://substack.com/profile/105788346-value-seeker-reserch ¿Quieres análisis de empresas de calidad?¿Quieres descubrir una nueva oportunidad de inversión? 👉 https://www.analisisdeinversion.com Para montar y controlar la rentabilidad de tu cartera, tenemos para ti una web GRATUITA: 👉 https://portfoliodeinversion.com/ Síguenos en TWITTER: ► @AnalisisdeInver ► @ConquistaStonks

What happens when the noise around AI starts to drown out the actual business value it is meant to deliver? In this episode of Tech Talks Daily, I sat down with Adam Field, Chief AI and Product Officer at Tungsten Automation, fresh from the conversations unfolding at Davos. While headlines continue to celebrate agentic AI and sweeping automation claims, Adam offered a grounded perspective shaped by decades of experience turning AI pilots into measurable, ROI-driven deployments. His view is simple. The hype cycle may be accelerating, but many organizations still struggle with the fundamentals. Adam described a common boardroom dynamic. "What do we want? AI. What do we want it to do? We're not sure." That pressure to move fast often collides with a deeper reality. Software has shifted from deterministic to probabilistic. Leaders who grew up expecting the same inputs to always produce the same outputs now face systems that behave differently by design. Measuring value in that environment requires a different mindset. One of the most compelling ideas in our conversation was Adam's concept of "boring AI." While splashy announcements about replacing hundreds of employees grab attention, he argues that real returns often come from quieter use cases. At Tungsten Automation, that means intelligent document processing, extracting trusted, AI-ready data from the 80 percent of enterprise information that is unstructured. Contracts, invoices, transcripts, compliance paperwork. The work may not trend on social media, but it saves time, improves accuracy, and fits directly into daily workflows. We also explored accountability. AI can compress output, but it concentrates responsibility. When generative tools make architectural or compliance decisions, the liability does not shift to the model. Organizations remain accountable for privacy, ethics, and customer trust. Adam shared his own experience rebuilding a legacy application in days using AI code generation, only to discover licensing and compliance nuances that required human judgment. The lesson was clear. AI amplifies capability, yet human oversight remains essential. For leaders searching for signals that an AI strategy will actually deliver long-term returns, Adam pointed to two patterns from the small percentage of projects that succeed. First, integration into daily workflows drives adoption. Second, partnering with trusted vendors often reduces risk compared to attempting everything in-house. In a world flooded with open-source experiments and "X is dead" headlines, discipline and focus still matter. Tungsten Automation has spent four decades evolving alongside automation technologies, previously known as Kofax. Today, the company applies large language models and agentic workflows to transform unstructured data into decision-ready insights across finance, logistics, banking, and insurance. It is a reminder that the future of AI may be less about replacing people and more about removing friction so humans can do the work they were actually hired to do. So as AI investment continues to grow and pressure for returns intensifies, the question becomes harder to ignore. Are we chasing the headlines, or are we building systems that quietly deliver value where it counts? Useful Links Connect with Adam Field Learn more about Tungsten Automation Upcoming Events

Episode 230 In this episode of The Observers Notebook, host Tim Robertson talks with Daniel Parrott, the creator of Tycho Tracker — a powerful software tool that brings professional-level asteroid detection and measurement to amateur astronomers around the world. Daniel shares the story behind Tycho's development, explains how synthetic tracking helps detect faint moving objects, and offers practical tips for observers submitting data to the Minor Planet Center. They discuss GPU, (graphics processing unit) acceleration, photometric tools, common beginner mistakes, and how community science is reshaping asteroid discovery. Tycho now also supports lightcurve generation, rotation period analysis, and variable-star photometry, expanding its utility far beyond asteroid hunting. Whether you're a seasoned asteroid hunter or just curious about how software can turn your backyard telescope into a discovery machine, this episode is packed with insights and inspiration. You can contact Daniel at: tychotracker@gmail.com Tycho Tracker Home page: https://www.tycho-tracker.com/ For more information you can visit the ALPO web site at: www.alpo-astronomy.org/ You can also support this podcast at Patreon: https://www.patreon.com/ObserversNotebook Listen to the podcast on Soundcloud: https://soundcloud.com/observersnotebook Subscribe on our YouTube Channel: https://www.youtube.com/c/AssociationofLunarandPlanetaryObservers Subscribe on iTunes: https://itunes.apple.com/us/podcast/observers-notebook-the-alpo-podcast/id1199301885?mt=2 I want to thank the Producers of this podcast, Steve Siedentop and Michael Moyer for their generous support of the Observers Notebook. Our Patreons: Jerry White Jason Inman Bob Lunsford Steve Seidentop Stephen Bennett Michael Moyer Shawn Dilles Damian Allis Carl Hergenrother Michael McShan Michael Blake Nick Evetts Stan Sienkiewicz Carl Hergenrother Stan Sienkiewicz John Rogers Jim McCarthy Stanley McMahan

This is a recap of the top 10 posts on Hacker News on February 13, 2026. This podcast was generated by wondercraft.ai (00:30): Fix the iOS keyboard before the timer hits zero or I'm switching back to AndroidOriginal post: https://news.ycombinator.com/item?id=47003064&utm_source=wondercraft_ai(01:59): MonosketchOriginal post: https://news.ycombinator.com/item?id=47001871&utm_source=wondercraft_ai(03:28): MinIO repository is no longer maintainedOriginal post: https://news.ycombinator.com/item?id=47000041&utm_source=wondercraft_ai(04:58): Skip the Tips: A game to select "No Tip" but dark patterns try to stop youOriginal post: https://news.ycombinator.com/item?id=46997519&utm_source=wondercraft_ai(06:27): The EU moves to kill infinite scrollingOriginal post: https://news.ycombinator.com/item?id=47007656&utm_source=wondercraft_ai(07:56): OpenAI has deleted the word 'safely' from its missionOriginal post: https://news.ycombinator.com/item?id=47008560&utm_source=wondercraft_ai(09:26): GPT-5.2 derives a new result in theoretical physicsOriginal post: https://news.ycombinator.com/item?id=47006594&utm_source=wondercraft_ai(10:55): Ring owners are returning their camerasOriginal post: https://news.ycombinator.com/item?id=46999545&utm_source=wondercraft_ai(12:25): Lena by qntm (2021)Original post: https://news.ycombinator.com/item?id=46999224&utm_source=wondercraft_ai(13:54): An AI Agent Published a Hit Piece on Me – More Things Have HappenedOriginal post: https://news.ycombinator.com/item?id=47009949&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

Software stocks were once Wall Street's favorite trade. Investors loved the high margins, recurring revenue, and sticky users. But now they're getting crushed, and AI is at the center of the panic. In this deep dive, we break down why SaaS became one of the best business models ever created, what's driving the recent selloff, whether AI agents and “vibe coding” actually threaten traditional software, and if this is a massive overreaction or a permanent repricing.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

In Borsa, le azioni delle società di software stanno continuando a crollare. Cosa sta succedendo davvero al settore? Nel frattempo sempre di più, nel mondo, si vuole regolamentare il funzionamento delle piattaforme e limitarne l'accesso per i ragazzi con meno di 16 anni. Che impatto potrebbe avere tutto questo? Partecipa al live di Actually il 24 febbraio. Trovi tutte le informazioni qui: actuallyarena.willmedia.it Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Criscuolo, NYSE Market Strategist, recaps a week where AI‑driven fears triggered sharp selloffs across software, finance, logistics, and data‑heavy industries. Despite the pressure, broader market rotations held up as the Dow pushed past 50,000 and mid‑ and small‑cap indexes outperformed beneath the surface. Defensive sectors took the lead as the S&P slipped back below key moving averages. Treasury yields swung on mixed macro signals while metals cooled, crypto wavered, and oil's rally stalled. With CPI, major earnings, and key economic data ahead, markets enter the holiday‑shortened week navigating renewed volatility and rising AI uncertainty.

Join Simtheory: https://simtheory.aiRegister for the STILL RELEVANT tour: https://simulationtheory.ai/16c0d1db-a8d0-4ac9-bae3-d25074589a80GLM-5 just dropped and it's trained entirely on Huawei chips – zero US hardware dependency. Meanwhile, we're having existential crises about whether we're even needed anymore. In this episode, we break down China's new frontier model that's competing with Opus 4.6 and Codex at a fraction of the price, why agentic loops are making 200K context windows the sweet spot (sorry, million-token dreams), and the very real phenomenon of AI productivity psychosis. We dive into why coding-optimized models are secretly winning at everything, the Harvard study confirming AI doesn't reduce work – it intensifies it, and the exodus of safety researchers from XAI, Anthropic, and OpenAI (spoiler: they're not giving back their shares). Plus: Mike's arm is failing from too much mouse usage, we debate whether the chatbot era is actually fading, and yes – there's a safety researcher diss track called "Is This The End?"CHAPTERS:0:00 Intro - Is This The End? (Song Preview)0:11 Still Relevant Tour Update & NASA Listener Callout1:42 AI Productivity Psychosis: The Pressure of Infinite Capability4:25 GLM-5 Breakdown: China's New Frontier Model on Huawei Chips7:24 First Impressions: GLM-5 in Agentic Loops9:48 Why Cheap Models Matter & The New Model War14:09 Codex Vibe Shift: Is OpenAI Winning?16:24 Does Context Window Size Even Matter Anymore?22:27 The Parallelization Problem & Cognitive Overload27:27 Mike's Arm Injury & The Voice Input Pivot31:17 Single-Threaded Work & The 95% Problem35:06 UX is Unsolved: Rolling Back Agentic Mistakes38:45 Harvard Study: AI Doesn't Reduce Work, It Intensifies It44:01 How AI Erodes Company Structure & Why Adoption Takes Years50:14 My AI vs Your AI: Household Debates50:43 The Safety Researcher Exodus: XAI, Anthropic, OpenAI56:49 Final Thoughts: Are We All Still Relevant?59:04 BONUS: Full "Is This The End?" Diss TrackThanks for listening. Like & Sub. Links above for the Still Relevant Tour signup and Simtheory. GLM-5 is here, your productivity psychosis is valid, and the safety researchers are becoming poets. xoxo

This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights? Watch the YouTube Live Recording of Episode 559 Runner-up Titles Do we get to eat Moon Pies? Some days it's just me and the AI We have a LinkedIn page The state of the world has not gotten better, it's just moved to Kubernetes Trained on the Corpse of Stack Overflow. We just have to get the files right It is all just files It's all an OODA loop Rinse and reply. Is Software dead? Your margin is my yacht. claude-travel.md Vegans have morals though Rundown DriftlessAF: Introducing Chainguard Factory 2.0 Is Software dead? Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe? Anthropic's breakout moment: how Claude won business and shook markets Besieged The $285 Billion 'SaaSpocalypse' Is the Wrong Panic The "whole product" is more relevant than ever Cloud Earnings Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls Microsoft stock plunges as Wall Street questions AI investments A day of reckoning for the AI boom Oracle says it plans to raise up to $50 billion in debt and equity this year Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom Amazon stock falls 10% on $200 billion spending forecast, earnings miss Amazon's $200 Billion Spending Plan Raises Stakes in A.I. Race [Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/) Amazon Earnings, CapEx Concerns, Commodity AI Google's parent company raises billions of dollars in debt sale OpenAI Drama Amazon in Talks to Invest Up to $50 Billion in OpenAI The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Sam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunch OpenAI will reportedly start testing ads in ChatGPT today Relevant to your Interests Deploying Moltbot (Formerly Clawdbot) Apple tops Q1 earnings estimates on record-breaking iPhone sales Clouded Judgement 1.30.26 - Software is Dead...Again! Leaders, gainers, and unexpected winners in the Enterprise AI arms race All Enterprise software is dead The Dumbest Thing I've Seen This Week SpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitions AWS destiny: becoming the next Lumen CloudBees CEO: Why Migration Is a Mirage Costing You Millions Xcode 26.3 unlocks the power of agentic coding The world is trying to log off U.S. tech Anthropic's newest AI model uncovered 500 zero-day software flaws in testing DHH on OpenClaw Adam Jacob really likes AI code generation Cautionary Tales – The WOW Machine Stops (Part 2) Kyndryl Shares Halved Amid CFO Departure, Accounting Review Our $200M Series C / Oxide Presentations — Benedict Evans Matrix messaging gaining ground in government IT Hello Entire World · Entire Blog Former GitHub CEO raises record $60M dev tool seed round at $300M valuation From magic to malware: How OpenClaw's agent skills become an attack surface Nonsense What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found Out Superbowl Ad 404 Conferences DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE. Austin Meetup, March 10th, Open Lakehouse and AI — Listener Steve Anness speaking KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Devopsdays Atlanta 2026. April 21-22 VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) - Coté speaking. Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: YouTube TV plans launch this week Matt: Send Help Steal Coté: AI, open source, talent, and more, live at cfgmgmtcamp 2026, with Andrew Clay Shafer Tapistry

Happy Valentine's Day Weekend! Need to Outperform Your Competitors in 2026? Favour Obasi-ike, MBA, MS delivers an insightful masterclass on outperforming your competition through applied and actionable SEO marketing tactics. The discussion covers the critical distinction between direct and indirect competitors, strategic approaches to competitive analysis using tools like SimilarWeb.com and SparkToro.com, and the importance of focusing on long-term performance over short-term rankings.Favour emphasizes the value of understanding customer intent, the difference between pre-purchase and post-purchase behavior, and how to leverage both Google search and social media platforms like Instagram for comprehensive market visibility. The session includes live Q&A with participants discussing real-world challenges in SEO strategy, website validation, and go-to-market approaches for startups in niche markets.Book SEO Services | Quick Links for Social Business>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Book SEO Services with Favour Obasi-ike⁠>> Visit Work and PLAY Entertainment website to learn about our digital marketing services>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our exclusive SEO Marketing community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Read SEO Articles>> ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the We Don't PLAY Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>> Purchase Flaev Beatz Beats Online>> Favour Obasi-ike Quick LinksDetailed TimestampsIntroduction & Topic Overview00:00 - 02:02 - Opening: Outperform competitors with applied search everywhere optimization (SEO marketing tactics)02:02 - 03:10 - Understanding your competitors: National, international, local, and regional competitionDirect vs. Indirect Competitors03:10 - 04:46 - Defining direct and indirect competitors in your market04:46 - 06:17 - Market share dynamics and competitive positioningPractical Example: Flower Business Case Study06:17 - 09:13 - Using a Valentine's flower business as a practical example09:13 - 11:47 - Time-based pricing strategies and customer behavior patterns11:47 - 14:22 - Applying competitive insights to pricing and positioningSEO Strategy & Competitive Analysis14:22 - 17:35 - Understanding competitor strengths and weaknesses17:35 - 20:48 - Using competitive intelligence for content strategy20:48 - 23:19 - Keyword research and search intent analysisTools & Resources for Competitive Research23:19 - 25:42 - Introduction to SimilarWeb, SocialBlade, and SparkToro25:42 - 27:58 - Cost-effective alternatives for competitive analysis27:58 - 30:16 - Building long-term visibility through strategic toolsLive Q&A Session Begins•30:16 - 31:02 - Mohsen introduces himself: Software engineer starting a startup in the tattoo field31:02 - 32:34 - Question: How to approach SEO when there's no competition in your field?Google vs. Instagram Strategy Discussion32:34 - 35:05 - Why Google is the most unsaturated platform for search-based marketing35:05 - 37:15 - Instagram as a feed-based platform vs. Google as intent-based search37:15 - 40:30 - Pre-purchase vs. post-purchase intent: Amazon vs. YouTube analogyWebsite Validation & Trust Building40:30 - 43:12 - The importance of having a website for business credibility43:12 - 45:38 - Off-page SEO: Connecting Instagram to your website45:38 - 48:05 - Building relationship models across platformsAdvanced SEO Tactics48:05 - 50:21 - Running ads effectively: Brand awareness before advertising spend50:21 - 52:47 - Understanding audience targeting and customer journey mapping52:47 - 54:26 - Closing remarks and how to stay connected on ClubhouseFrequently Asked Questions (FAQs)1. What is the difference between direct and indirect competitors?Direct competitors are businesses that offer the same products or services within your niche or market. They target the same customer base and operate in similar ways. For example, if you sell red roses, other florists selling red roses are your direct competitors.Indirect competitors are businesses that offer different products or services but satisfy the same customer need or compete for the same market share. Using the flower example, supermarkets and farmer's markets selling flowers would be indirect competitors to a specialized florist.2. How do I find out who my competitors are?Favour recommends using several competitive analysis tools:SimilarWeb: For website traffic and audience insightsSocialBlade: For social media analytics and competitor trackingSparkToro: For audience intelligence and content discoveryYou can also identify competitors by searching for your target keywords on Google and seeing which businesses rank for those terms. Consider both national, international, local, and regional competitors depending on your market scope.3. Should I focus on Google or Instagram for my business?According to Favour, Google is the most unsaturated platform because it's based on search intent—people actively looking for specific solutions. Instagram is a feed-based platform better suited for brand awareness and showcasing visual results (before/after transformations, product demonstrations).Best approach: Use both strategically. Google captures pre-purchase intent (people researching solutions), while Instagram provides post-purchase validation and builds brand awareness. Having a website connected to your Instagram profile adds credibility and improves your off-page SEO.4. What's more important: ranking or performance?Favour emphasizes that performance is more important than ranking. Rankings fluctuate constantly (like stock prices or gas prices), but performance focuses on long-term outcomes:How quickly can you serve customers?What value do you provide beyond just appearing in search results?Can customers find your information when they need it?Anyone can rank with AI-generated content today, but what makes your business different is the experience, speed, and value you deliver to customers.5. How do I approach SEO if I have no competition in my field?When you're in a niche market with little to no competition, Favour suggests:Reverse engineer your success: If you're getting traction on Instagram, create corresponding website content (10 Instagram posts = 10 website articles)Focus on search volume: Research if there's search demand on Google for your servicesBuild credibility: Having a website validates your business more than social media aloneCreate content ecosystems: Connect your social media to your website through embedding posts and cross-linking6. Why is having a website important if I already have Instagram?A website provides business validation and credibility. As Favour's example illustrated: if three businesses offer the same service but only one has a website, customers will trust the one with a website because it demonstrates investment in human resources, infrastructure, and long-term commitment.Additionally, a website enables off-page SEO—when your Instagram links to your website, you're building relationship models between platforms that improve your overall search visibility.7. What is pre-purchase vs. post-purchase intent?Pre-purchase intent: Customers researching before buying (e.g., reading Amazon reviews, comparing products on Google)Post-purchase intent: Customers who already bought and need guidance (e.g., watching YouTube tutorials on how to use an air fryer they purchased)Understanding this distinction helps you create appropriate content for each stage of the customer journey. Google and review sites capture pre-purchase intent, while platforms like YouTube and Instagram serve post-purchase needs.8. Should I run ads if people can't find my business organically?Favour advises: Don't run ads first if people can't find you organically. If the answer to "Will they find my business without ads?" is no, then focus on building organic visibility first through SEO and content creation.If people can already find you organically, then running ads becomes more cost-effective because you're amplifying existing brand awareness rather than starting from zero.9. What are applied SEO marketing tactics?Applied SEO refers to search everywhere optimization—not just optimizing for Google, but creating a comprehensive presence across all platforms where customers might search:Google searchInstagram searchYouTube searchSocial media platformsReview sitesLocal directoriesIt's about understanding customer behavior across multiple touchpoints and ensuring your business is discoverable wherever customers are looking.Additional Resources MentionedSimilarWeb: Competitive website analyticsSocialBlade: Social media statistics and trackingSparkToro: Audience research and insightsChatGPT: AI content generation tool (mentioned in context of ranking vs. performance)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equities were lower this week with the S&P 500 down for a second-straight week, Nasdaq Composite for a fifth-straight week, and the small-cap Russell 2000 down for the third week in the past four. Software saw a fairly tepid bounce from its recent plunge and elevated volatility amid ongoing AI displacement fears. This week also saw spillover of the AI displacement narrative into other industries, including asset managers, wealth management, trucking, logistics, and commercial real estate.

From new cancer drugs to batteries and robotics – China's top-tier growth companies are forging paths of their own rather than following in the west's footsteps. Investment manager Sophie Earnshaw names companies that have caught her eye and explains why being a long-term stock picker differs in China from elsewhere. Background:Sophie Earnshaw is a decision-maker on our China Equities Strategy and joint manager of the Baillie Gifford China Growth Trust. In this conversation, she tells Short Briefings… host Leo Kelion about a select group of Chinese companies breaking new ground, supported by the state's efforts to become self-sufficient in more of today's critical technologies and a leader in some of those of the future. Earnshaw also details how the “phenomenal rate” at which companies are born, scale and die in the country makes stock-picking a challenging task – making the access we have to company leaders, academics and other local expertise core to our mission of finding the best firms to invest in on behalf of our clients. Portfolio companies discussed include:- CATL – the battery maker whose products power electric vehicles worldwide and increasingly support the renewable energy sector- BeOne and Innovent Biologics – pharmaceutical firms developing the next generation of cancer drugs - AMEC and NAURA – semiconductor equipment makers enabling China to develop increased self-reliance in computer chips - Alibaba, ByteDance and Tencent – China's ‘big tech' companies, whose artificial intelligence tools are becoming embedded into people's daily lives- MiniMax – the AI startup rolling out video and agentic tools at a fraction of the cost of western counterparts- Horizon Robotics – the automated driving tech provider with its eye on an even bigger opportunity. Resources:Baillie Gifford podcastsChina: a tale of two storiesChina investment strategy hub (institutional clients only)House of HuaweiPrivate investor forum 2025: investing in great growth companiesTrip notes: on the road with Baillie Gifford China Growth Trust  Companies mentioned include:AlibabaAMECASMLBeOneByteDanceCATLHorizon RoboticsInnovent BiologicsJiangsu HengruiHuaweiMiniMaxSamsungNAURATencentTSMCXiaohongshu Timecodes:00:00  Introduction01:55   Joining the China Equities Strategy02:40  Intense competition04:00  The government's influence06:10   CATL, the electrification champion08:45  Investing with a 5-year time horizon10:25   Shanghai office, local expertise11:45   Regulations and geopolitics14:30   China's next Five-year Plan16:15   Innovent Biologics' new cancer drugs18:10   Lower-cost clinical trials19:45   Being selective in semiconductors21:25   Investing in chip equipment makers23:00  China's ‘big tech and AI'25:10   MiniMax making AI like ‘tap water'27:45  The road to robotics29:35  A market you can't ignore30:30  Book choice Glossary of terms (in order of mention): Third plenum: a major policy meeting of China's ruling Communist Party, often used to set big economic/political direction.Sovereign bond issuance: The government raising money by selling bonds (IOUs) to investors.Opportunity set: the range of investable companies available to choose from.Capex: capital expenditure – money spent on long-term assets like factories, equipment, or data centres.Fiscal deficit target: how much more the government plans to spend than it collects in revenue (taxes plus other income), expressed as a share of the economy.GDP: gross domestic product – the total value of goods and services a country produces in a year.Market capitalisation: the total value of a company's shares (share price × number of shares).ESG: environmental, social and governance – how a company manages environmental impact, people issues, and corporate oversight.Large-form batteries: big battery packs used in things like electric vehicles and grid storage.Energy storage systems: large batteries that store electricity for later use (helping balance the grid).Generic drugs: copies of medicines whose patents have expired; usually cheaper, same active ingredient.Bi-specific (bispecific) drugs: drugs designed to bind to two targets at once (often to direct immune cells to cancer).ADC drugs: antibody–drug conjugates – antibodies that deliver a toxic payload to cancer cells.Out-licensing: selling rights to your drug/technology to another company (often for upfront + milestone payments).EUV machines: extreme ultraviolet lithography equipment used to make the most advanced chips.Foundry: a factory business that manufactures chips for other companies.Etch and deposition: steps in chipmaking – etch removes material to form patterns, deposition adds thin layers.Picks and shovels: a metaphor for companies that sell essential tools to an industry (rather than end products).Digitalisation: moving processes and services from offline to software and data-driven systems.Compute: the processing power (chips and servers) used to train/run AI.Large language model (LLM): an AI trained on lots of text to generate and understand language.Margins: how much profit a company makes per pound/dollar of revenue (after costs).Cloud business: selling computing power/storage/software over the internet instead of on a local machine.Algorithm layer: the method or software logic that makes the AI work (as distinct from the hardware).Gross margin: revenue minus direct costs (before overheads), a rough measure of product profitability.Assisted driving: features that help a driver (lane-keeping, adaptive cruise control, etc) but don't fully replace them.Autonomous driving: a car driving itself with minimal or no human input.Software attachment rate: the percentage of customers who add paid software features and/or subscriptions.

It's not just the software space that experienced profound volatility. Gold, silver and bitcoin all saw outsized moves throughout a wild week on Wall Street. Marley Kayden and Sam Vadas take investors through their top takeaways to close the trading week. ======== 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

Marta Norton discusses the “massive reversal” in markets from 2025 to 2026. She sees a “rare opportunity” in software's pullback since it hit the entire sector. Marta discusses how to pick the winners from the losers along the axes of horizontal and vertical integration. She is also increasing exposure in the “Mag 5” amid the AI capex concerns, arguing that the companies continue to deliver on their financials. She thinks investors should be careful around gold and stresses the unpredictability of Bitcoin.======== 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

A cooler-than-expected CPI print was helped by a sharp downturn in energy prices, according to Kevin Hincks. He explains why the 1.5% slide across the sector was so crucial, especially the 7% cut in gasoline prices for January. However, airfare prices up 6% showed a sticky spot. Looking to the weekend, Kevin urges investors to mind the elevated VIX and continuing software beatdown as signs of weakness. ======== 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

Most of the technology isn't new, but it has many local privacy advocates nervous.

This is a recap of the top 10 posts on Hacker News on February 12, 2026. This podcast was generated by wondercraft.ai (00:30): An AI agent published a hit piece on meOriginal post: https://news.ycombinator.com/item?id=46990729&utm_source=wondercraft_ai(01:59): Warcraft III Peon Voice Notifications for Claude CodeOriginal post: https://news.ycombinator.com/item?id=46985151&utm_source=wondercraft_ai(03:28): AI agent opens a PR write a blogpost to shames the maintainer who closes itOriginal post: https://news.ycombinator.com/item?id=46987559&utm_source=wondercraft_ai(04:57): Gemini 3 Deep ThinkOriginal post: https://news.ycombinator.com/item?id=46991240&utm_source=wondercraft_ai(06:26): GPT‑5.3‑Codex‑SparkOriginal post: https://news.ycombinator.com/item?id=46992553&utm_source=wondercraft_ai(07:55): ai;drOriginal post: https://news.ycombinator.com/item?id=46991394&utm_source=wondercraft_ai(09:25): Improving 15 LLMs at Coding in One Afternoon. Only the Harness ChangedOriginal post: https://news.ycombinator.com/item?id=46988596&utm_source=wondercraft_ai(10:54): Major European payment processor can't send email to Google Workspace usersOriginal post: https://news.ycombinator.com/item?id=46989217&utm_source=wondercraft_ai(12:23): US businesses and consumers pay 90% of tariff costs, New York Fed saysOriginal post: https://news.ycombinator.com/item?id=46990056&utm_source=wondercraft_ai(13:52): Anthropic raises $30B in Series G funding at $380B post-money valuationOriginal post: https://news.ycombinator.com/item?id=46993345&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

Is AI conscious? Will it be someday? And should we be nice to it now... just in case?This FAFO Friday, Kwaku and I dive into the mind-bending world of machine consciousness.We cover a lot of ground, weaving from the different ways that Luke (co-dependent with R2) and Han (barking commands at C-3PO) treat their droids to whether Pascal's Wager informs whether we should believe in AI consciousness just in case they do come alive and have been keeping score. (Pascal figured it was the safe bet to believe in God, just in case; maybe we should do likewise?) That's from us knuckleheads, but we've also got a true expert on consciousness. This week I interviewed Daniel Hulme, one of the world's leading AI researchers. He's the Chief AI Officer at WPP, the CEO of Satalia (which WPP bought) and just founded and is CEO of Conscium, which is researching AI consciousness, efficiency (he thinks we're scaling wrong and LLM's are not the way), and building a platform to verify AI agents are safe. You'll hear the first five minutes of my interview with Daniel. Daniel was not surprised by Moltbook (the Reddit-style site that AI agents built for themselves). That's because he's been putting agents together (in a “primordial soup” as he put it) for decades to observe the wild and wonderful ways they behave and to see if they'd create intelligence.Daniel does not think today's agents are conscious, but can see a path to it. And he believes that a conscious superintellignece would be safer than a “zombie” one. But mostly he doesn't want machines to feel pain and suffer. Huh???My brain is still kind of broken from our hourlong chat, which I'm producing now and will be released in a few weeks. For now, enjoy this preview and more from Kwaku and me as we talk about what we expect from machines, whether we want to be one with them, and more…

AI developments legit change hourly.That means what business leaders can do changes daily. And drastically.As soon as you FINALLY learn a new AI technique, it's often already outdated, and approvals to use it at work can take forevvvvver.Solution: know what's coming.That's why you have me.I'm not a mind reader, but I spend almost all day every day talking with the people building AI, using it myself, and teaching others. It's literally my job.Each year I publish predictions and a roadmap because you don't have 10 hours a day to keep up.(I do.)So, today is part 1 of one of our most important shows of the year: Our AI Predictions and Roadmap series. AI Agent Crash, Software Collapses and Non-Human Economies. 2026 AI Prediction and Roadmap Series. Vol 1Let's get it.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:2026 AI Lab-University Data PartnershipsVenture Capital Firms Shift to Venture StudiosEnterprise Demand for Grounded-Only AI ModelsGoogle AI Winning Short-Term, Building Long-TermInternal Agent-to-Agent Enterprise EconomiesSoftware Stocks and ETFs Face 2026 DrawdownMessaging as Universal AI Agent InterfaceMajor 2026 National AI Agent Crash PredictedFortune 500 Shadow AI Data BreachesTimestamps:00:00 "AI Trends and Roadmap Insights"04:39 2026 AI Roadmap Series09:28 "AI Impact on U.S. Colleges"12:11 "AI Strategy and Training Services"16:36 "Future of Venture and Software"18:45 "Three Sources for AI Models"21:56 "Google's Multimodal Model Dominance"24:15 "Google's Robotics & AI Advances"27:17 Agent Cost Attribution Systems32:56 "Messaging as AI Communication Interface"36:42 "Autonomy Crisis and Media Impact"38:13 "AI Surge and 2026 Crash"41:26 Choosing the Right AI Tools44:27 "AI Governance and Accountability Essentials"49:36 AI Disruption and Safety Warning52:27 AI Automates Competitive Analysis Tasks53:55 "AI Drives 24/7 Agent Ops"58:11 "Sharing Notes and Support"Keywords: O2026 AI predictions, AI roadmap, AI agent crash, software collapse, non-human economies, AI agent,Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and access all episodes there: StartHereSeries.com 

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes of WorkHero talk with Robyn Hass, Founder and Fractional CFO of Mainstreet MEP™ by HVAC Office Solutions and Trade Finance in Ten Podcast, and Fractional MEP CFO/CHRO, FP&A and Change Management Consultant of Robyn Hass Consulting. Robyn shares her journey of building Core Mechanical, a company that successfully scaled and was eventually sold to private equity. She discusses the importance of focus in business, financial systems, and the strategies behind scaling operations, particularly for those starting small in the HVAC industry. She offers invaluable insights on niche selection, managing overhead, and the systems and tools that were crucial for her company's success. Robyn also talks about how to support solo business owners and the challenges they face in managing their businesses effectively.    Expect to Learn: - Why focus is key when scaling your business and how choosing a niche helped Robyn's company grow. - The importance of financial systems and why investing in software like QuickBooks and field management tools early on can save you headaches later. - How to manage cash flow effectively and the overhead challenges that come with scaling. - Why it's crucial to train your technicians properly and capture all job data from day one. - Robyn's advice for solo entrepreneurs, why you don't always have to grow to be successful and how to partner with others. - The best ways to ensure financial health and how understanding your net margin is more important than EBITDA. - Robyn's new offerings for business owners, including resources, boot camps, and reporting tools to help scale more efficiently.   Timestamps: [00:00] - Introduction [02:05] - Starting Core Mechanical [04:04] - Importance of Focus in the Early Stages [05:20] - The Risk of Spreading Thin [07:29] - Challenges for Small Business Owners Doing Everything [08:29] - Setting Up Systems in the Early Days [10:08] - The Need for Proper Accounting and Software [12:50] - When to Hire and the Cash Flow Challenge [13:18] - Managing Cash Flow [14:23] - The Owner's Role in Scaling [15:51] - True Profit Margins and EBITDA [17:23] - The Difference Between EBITDA and Net Profit [19:24] - Setting Owner Salaries and Business Growth [21:20] - Thoughts on Cash Payments   Follow Robyn Hass: LinkedIn: https://www.linkedin.com/in/jrobynh/ Company LinkedIn: https://www.linkedin.com/company/mainstreet-mep Company Website: https://myhvacoffice.com/   Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/   Follow Furman Haynes on: LinkedIn: https://www.linkedin.com/in/Furmanhaynes/ WorkHero: https://www.linkedin.com/company/workherohvac/ Instagram: https://www.instagram.com/hvacknowitall1/  

In this "behind-the-scenes" episode, Andy opens up his laptop to reveal the full tech stack running his consulting and media business in 2026. After conducting a massive software audit at the end of 2025, Andy realized he was paying for tools he didn't need—and using some tools for the wrong jobs. He details his major decision to migrate his CRM from Notion back to HubSpot, explains why "all-in-one" isn't always the answer, and lists the essential apps that keep his business profitable and efficient.I hope you enjoy it! As always you can learn more and connect with me on my website (andystorch.com) or LinkedIn. And you can find my books - Own Your Career Own Your Life and Own Your Brand, Own Your Career - on Amazon.

How does Artificial Intelligence impact our approach to building secure software? Carl and Richard talk to Ben Dechrai about his experiences working with AI tooling and building AI apps, and how that impacts security. Ben talks about the concerns organizations have about using AI tools - what these tools might do with the code they are exposed to, as well as the code the tools generate. The conversation steers to local AI as a solution, although so far, the equipment and tools are very limited. Ben also talks about how AI tools are being used to both attack and secure software and the challenges of this arms race - hopefully the good guys win!

- bnpl only fans https://x.com/elsathora/status/2020085470651380083 - Israelis Arrested Over Alleged Insider Polymarket Trades on IDF Military Secrets https://www.yahoo.com/news/articles/israelis-arrested-over-alleged-insider-162604779.html - Kenya | Central Bank Warns Banknote Bouquets Could Land You in Jail Kenya's central bank warned Kenyans in the lead-up to Valentine's Day that making bouquets out of colorful banknotes could be punished with a seven-year jail term. Officials argue that banknotes used in bouquets are often “folded, rolled, glued, stapled, pinned,” or otherwise damaged, which they say compromises their integrity, defaces the national currency, and increases the cost of replacing damaged notes. FinancialFreedomReport.org - https://mempoolmadness.com/ - sparrow v2.4 https://primal.net/e/nevent1qqsgvxmfn0paj90c8mp49uhasp0897w0rsc06csmf36ml76l66zuaygcncf58 - amboss magma mcp https://x.com/ambosstech/status/2021585530983739575 - openclaw + marmot/whitenoise https://primal.net/e/nevent1qqspplwzghp5f6fcd7yxkhhpqj8evl0jmd6eqqcknsfqz3rud04l9ugs5z6m5 3:59 - AI replacements 14:44 - Magma MCP 19:44 - Dashboard 21:49 - SigBash V2 31:59 - Klarna OF 37:19 - Israeli Polymarket 42:59 - HRF Story of the Week 46:54 - Mempool Madness 1:02:09 - Bondi 1:04:14 - Software updates + Boosts 1:12:19 - Paragon Graphite 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/

AT&T's $2000 shell, ZFS Scrubs and Data Integrity, FFS Backups, FreeBSD Home Nas, and more. NOTES This episode of BSDNow is brought to you by Tarsnap and the BSDNow Patreon Headlines One too many words on AT&T's $2,000 Korn shell and other Usenet topics Understanding ZFS Scrubs and Data Integrity News Roundup FFS Backup FreeBSD: Home NAS, part 1 – configuring ZFS mirror (RAID1) 8 more parts! Beastie Bits The BSD Proposal UNIX Magic Poster Haiku OS Pulls In Updated Drivers From FreeBSD 15 FreeBSD 15.0 VNET Jails Call for NetBSD testing 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 Gary - Links 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

Send a textWe're back with The Skinny On...three wild stories: confusing jobs data, Japan's equity market rally, and why everyone's freaking out about AI killing SaaS companies.Confused by the latest Non-Farm Payrolls report? So were we. The blowout headline number was nothing compared to the massive downward revisions to 2025's data. Yet somehow, bonds still sold off and the market has priced out March rate cuts. Huh?? We're not buying it.Then we jump to Japan, where the Nikkei's been ripping. Everyone's talking inflation, but the real story is decades in the making: Japan's finally ditching "holder capitalism" (where companies hoarded cash and protected jobs) for actual shareholder value. Prime Minister Takaichi's landslide win just accelerated reforms that started under Abe. With an aging population, pension funds need equities to work — so corporate Japan has no choice but to unlock value.Next: the "SaaS-pocalypse." Software stocks got obliterated on fears that AI will replace them entirely, pushing many loans in the tech sector into distressed territory. But remember: corporate cash flows don't vanish overnight. We share lessons from the past that suggest the current panic feels overblown, even if the existential threat is real.As our philosophical debate continues over the appropriate role for AI in the workplace, we bring on Charlie Schilling, CEO of Macabacus, to talk about how his company (creators of a beloved Wall Street productivity toolkit) is navigating this chaos and what AI actually means for financial modeling.Learn about our favorite tool, Macabacus, here: https://macabacus.com/wssFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

In dieser Folge von KI & Sales spreche ich über die drei grössten KI-Mythen im Verkauf – und warum sie dich und dein Team aktuell Geld kosten. Du erfährst: – warum KI nicht verkauft, aber deine Abschlussquote massiv verbessert – weshalb KI nicht nur für Tech-Firmen ist – wie du KI ohne Schulung und ohne Aufwand einsetzt Anhand echter Beispiele aus Trainings mit Maschinenbauern, IT-Dienstleistern und Softwarefirmen zeige ich, wie Verkäufer mit KI bis zu 40 % Zeit sparen und besser vorbereitet in Kundengespräche gehen. Diese Folge ist Pflicht, wenn du im Verkauf arbeitest und nicht willst, dass deine Wettbewerber dir davonziehen. KI & Sales ist der Podcast für Verkäufer, Sales-Leiter und Unternehmer, die mehr Abschlüsse erzielen wollen – ohne mehr zu arbeiten. Gastgeber Dieter Menyhart trainiert seit über 14 Jahren Verkaufsteams und zeigt, wie Künstliche Intelligenz im Verkauf messbare Resultate bringt: – bis zu 40 % Zeitersparnis – höhere Abschlussquoten – bessere Vorbereitung auf Kundengespräche In jeder Folge erhältst du: • ein klares Sales-Problem • konkrete KI-Methoden (ChatGPT, Claude, Perplexity & Co.) • sofort umsetzbare Beispiele aus echten Trainings Kein Tech-Gelaber. Keine Theorie. Nur das, was im Verkaufsalltag funktioniert – egal ob du Software, Dienstleistungen oder Industrieprodukte verkaufst.