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A holiday special! Enjoy this week's episode of Headlines free. It's an absolute monster episode—way longer than usual Headlines episodes, I promise—but it's a great example of what you get when you support the show over at mainenginecutoff.com/support.NASA finally—and we really do mean it this time—has a full-time leader - Ars TechnicaAgencywide Town Hall with NASA Administrator Jared Isaacman, Friday, Dec. 19, 2025 - YouTubeTrump commits to Moon landing by 2028, followed by a lunar outpost two years later - Ars TechnicaNASA Teams Work MAVEN Spacecraft Signal Loss - NASA ScienceNASA Continues MAVEN Spacecraft Recontact Efforts - NASA ScienceSpaceX Sets $800 Billion Valuation, Confirms 2026 IPO Plans - BloombergSpaceX $1.5 Trillion Value Target Hinges on Starlink — And Elon - BloombergSpaceX Said to Notify Employees of Quiet Period Ahead of IPO - BloombergIn a surprise announcement, Tory Bruno is out as CEO of United Launch Alliance - Ars TechnicaSpace Development Agency awards $3.5 billion in contracts for missile-tracking satellites - SpaceNewsChinese astronauts inspect debris-damaged Shenzhou-20 spacecraft during spacewalk - SpaceNewsSpace Station – Off The Earth, For The EarthNASA Astronaut Jonny Kim, Crewmates Return from Space Station - NASAAfter key Russian launch site is damaged, NASA accelerates Dragon supply missions - Ars TechnicaR-7 ICBM/Soyuz rocket launch facilities in BaikonurLaunch Roundup: China, Russia, Rocket Lab, ULA join SpaceX in flying this week - NASASpaceFlight.comLaunch Previews: Ariane 6, Falcon 9, Atlas V, and Electron launches highlight busy week - NASASpaceFlight.comLaunch Roundup: International launches fill manifest during last full week of 2025 - NASASpaceFlight.comChina launches 4 times in 4 days, boosting megaconstellation and surveillance assets - SpaceNewsChina launches new TJS satellite, commercial Kinetica-1 lofts 9 spacecraft - SpaceNewsMichael Nicolls on X: “When satellite operators do not share ephemeris for their satellites, dangerously close approaches can occur in space. A few days ago, 9 satellites were deployed from a launch from the Jiuquan Satellite Launch Center in Northwestern China. As far as we know, no coordination or…”China launches experimental cargo spacecraft, opaque tech demo mission and remote sensing satellite - SpaceNewsAndrew Jones on X: “Turns out there were two male mice launched on the DEAR-5 cargo spacecraft for neuroscience research. Spacecraft is planned to operate in orbit for one year and is not rated for reentry, so it's game over at some point for the rodents. Video is prelaunch.”Rocket Lab launches JAXA tech demo satellite - SpaceNewsAriane 6 launches Galileo navigation satellites - SpaceNewsThese are the flying discs the government wants you to know about - Ars TechnicaBlue Origin flies first wheelchair user to space - SpaceNewsRocket Lab wraps up record launch year - SpaceNewsJapan's H3 suffers second-stage anomaly, QZS-5 satellite lost - SpaceNewsAndrew Jones on XChina launches new Guowang satellites, Long March 12A launch and landing attempt date set - SpaceNewsKeep an eye on upcoming launches with rocketlaunch.live.
Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink's Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk's Focus on Tesla's AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship's Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.
US-based national security company CACI International has entered into a definitive agreement to acquire ARKA Group. FAA documents detail aviation risks from SpaceX Starship explosion. A spate of recent global launches show uneven outcomes. And, more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Greg Gillinger, SVP for Strategy & Development, Integrity ISR. Selected Reading CACI Enters Into Definitive Agreement to Acquire ARKA Group, Expanding Its Technology Focus In Space-Based Sensing and Actionable Intelligence The SpaceX Explosion That Put Flights in Danger - WSJ Long March 12A reaches orbit in first reusable launch attempt, but landing fails - SpaceNews Rocket crashes in Brazil's first commercial launch; Innospace shares tumble | Reuters Japanese H3 rocket fails to put geolocation satellite into orbit Vantor partnered with SpaceX to rapidly image a Starlink satellite following a reported on-orbit anomaly. Curiosity Blog, Sols 4750-4762: See You on the Other Side of the Sun - NASA Science Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025 has been a massive year for the final frontier, and it honestly feels like the new Wild West of freight. We're recapping the biggest milestones—from Jared Isaacman being named NASA Administrator to the historic month where we had more launches than days in the month.In this episode, we're diving into the inspiration behind the American space industry with two of my favorite conversations:Building The New Silk Road in Space with CisLunar Joe Pawelski from Cis Lunar Industries joins me to talk about the "space train"—using plasma propulsion and recycling space debris into metal propellant to build a persistent supply chain between Earth and the Moon.How to Do Business in Space with Kelli Kedis Ogborn from the Space Foundation breaks down the $570 billion space economy and why the real money isn't just in rockets, but in the "picks and shovels" like in-orbit refueling and modular satellites.If you've ever thought space was just for astronauts, this episode is for you. We're moving past the "mythos" and looking at the very real logistics of building an off-world economy.More links from the episode: New NASA Administrator Jared Isaacman is the only administrator ever to go into spaceFirefly Aeropace's BlueGhostIn April of this year, we got our first view of Earth's polar regions via SpaceX's Dragon Capsule In May of this year, SpaceX released updated renderings of humanoid robots working on MarsIn November, we had 31 launches in 30 days--the first month in history with more launches than daysWhere to see a rocket launchCheck Out More Space Logistics EpisodesFeedback? Ideas for a future episode? Shoot us a text here to let us know. -----------------------------------------THANK YOU TO OUR SPONSORS! SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why. CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve. Digital Dispatch manages and maximizes your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.
What if risk management were not about playing defense, but about giving innovation the confidence to move forward? This is a replay of one of the most-listened-to Innovation Storytellers episodes of 2025. I am revisiting my conversation with Rose Hall, a former senior innovation leader at AXA XL, professional engineer, and long-time advocate for rethinking how organizations approach risk, because the ideas shared here feel even more relevant today. Drawing on her experience building digital platforms, business ecosystems, and client-driven innovation programs, Rose explains why risk and innovation are far more connected than most leaders realize. We talk about the often invisible role insurance plays beneath some of the world's most ambitious innovations, from advanced infrastructure projects to space exploration. Rose shares how companies like SpaceX approach complex, layered risk and why traditional insurance models are struggling to keep pace with realities such as cyber exposure, climate volatility, and geopolitical uncertainty. The conversation also turns to emerging technologies like artificial intelligence. There is no single insurance product designed to cover AI, but Rose unpacks how existing policies may respond when things go wrong, and why that gray area demands a more adaptive and informed approach to risk management. It is a reminder that innovation rarely fits neatly into legacy frameworks. Partnerships emerge as a central theme. Rose argues that no organization can solve these challenges alone. Progress depends on collaboration between insurers, startups, and large enterprises who are willing to share insight, experiment responsibly, and rethink old assumptions together. This episode replay challenges the idea that risk management slows progress. Instead, Rose reframes it as a foundational enabler of growth, resilience, and long-term value. When risk is understood and managed well, innovation does not shrink; it accelerates. Has risk management been holding your organization back, or could it be the very thing that helps you move faster and smarter?
On today's episode, we discuss how rapidly advancing home robotics could lead to “robot crime,” from hacked cleaning bots to liability questions when autonomous machines injure people or pets. The hosts dive into drone and cyber vulnerabilities, including Chinese-made DJI drones, surveillance cameras sending data back to China, and why Washington is pushing to rebuild secure, domestic supply chains for both drones and naval shipbuilding. They explore the economic shock of a Tyson meatpacking plant closure in rural Nebraska, using examples from Louisiana to show how one-factory towns can hollow out and whether education, tax policy, and new industries can save them. Finally, the conversation ranges from Sonic vs. McDonald's competition strategy and the great “pickle placement” debate, to SpaceX bulk-buying Cybertrucks, China's AI chip race, Trump's new “Golden Fleet” of warships, and drone-heavy future warfare after recent U.S. strikes on 71 ISIS-linked targets in Syria. Don't miss it!
ServiceNow's Amit Zaveri talks with TITV Host Akash Pasricha about the company's $7.75 billion acquisition of cybersecurity firm Armis and their path to a $1 billion data analytics business. We also talk with The Information's Wayne Ma about NVIDIA's retreat from its ambitious cloud service goals and Cory Weinberg about why recent tech IPOs are struggling to trade above their debut price. Lastly, we get into Elon Musk's pitch for a 2026 SpaceX IPO and the reality of data centers in space with StarCloud CEO Philip Johnston.Articles discussed on this episode: https://www.theinformation.com/articles/poor-tech-ipo-performance-clouds-outlook-new-listingshttps://www.theinformation.com/articles/nvidia-restructures-cloud-team-retreating-aws-competitionhttps://www.theinformation.com/briefings/servicenow-acquire-armis-7-75-billionTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Elon Musk became the first person in history worth $700 billion after the Delaware Supreme Court restored his $139 billion Tesla pay package. Four days earlier he crossed $600 billion on SpaceX's surging valuation. He is now worth more than the next three richest people combined. The path to becoming the world's first trillionaire is now in view.
In the latest chapter of the war for Warner Brothers Discovery, Paramount Skydance has amended its offering to outbid Netflix for the legacy assets. Gerry Cardinale, founder of one of Paramount's key investors and strategic partners RedBird Capital Partners, addresses the WBD board's concerns about the updated offer. Health and Human Services Secretary Robert F. Kennedy Jr. is reportedly exploring a U.S. vaccine schedule closer to Denmark's. Former FDA Commissioner Dr. Scott Gottlieb discusses the potential changes to the American health care system, including recommended shots and drug prices. Plus, the U.S. Coast Guard is pursuing another ship off the coast of Venezuela, NEC Director Kevin Hassett has weighed in on the Supreme Court's ruling on tariffs, and investor Bill Ackman suggested that Elon Musk take SpaceX public with a specific vehicle. Gerry Cardinale - 20:25Dr. Scott Gottlieb - 40:33 In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today, we look at equity markets trying to ramp up for a strong close to a strong year. On Tesla's recent share price ramp, we have finally gotten the memo, as there is clearly a SpaceX angle for the company's stock of late that could send it higher still depending on market conditions for an eventual SpaceX IPO and whether Tesla shareholders get special access. Elsewhere, the JPY tries to make a stand after Friday's ugly downdraft and as JGB yields spike again. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
My interview with Larry Goldberg (aka Tesla Larry) all about the upcoming SpaceX IPO. We go over in depth Bill Ackman's public proposal to help SpaceX with a SPARC offering, essentially allowing the company to go public bypassing the traditional investment banking process. This innovative proposal has created a lot of waves in the Tesla / Elon Musk / SpaceX community as the IPO rumors continue to heat up. Overall I think it's good we have this new alternative to consider, it will help with negotiating with the banks and gives Tesla investors a shot at getting SpaceX shares.Tesla Larry on X: https://x.com/TeslaLarry0:00 Larry Goldberg aka Tesla Larry0:42 Bill Ackman's SPARK SpaceX IPO Proposal1:31 SPACs and Disrupting The IPO Process6:12 Ackman's Disruptive Proposal on X24:23 How Tesla Investors Get Early SpaceX AccessMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Larry and I are investors in Tesla & SpaceX and nothing in this show is financial advice.
Rocket Lab awarded an $816 million prime contract by the U.S. Space Force. The Space Development Agency made multiple awards to build 72 Tracking Layer satellites for Tranche 3. NATO's suspicions about a new ASAT weapon from Russia. And, more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Dave Bittner, host of The CyberWire, and cybersecurity executive Brandon Karpf, join us for the monthly space and cyber segment about As Space Becomes Warfare Domain, Cyber Is on the Frontlines. Selected Reading Rocket Lab Awarded $816M Prime Contract to Build Missile- Defense Satellite Constellation for U.S. Space Force Space Development Agency Makes Awards to Build 72 Tracking Layer Satellites for Tranche 3 Starlink in the crosshairs: How Russia could attack Elon Musk's conquering of space Exolaunch to Deploy 22 Satellites on Upcoming "Twilight" Rideshare Mission with SpaceX, Expanding Access to a Dawn-Dusk Orbit Telesat Lightspeed program, Safran - Space Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocation to SpaceX. We'll also talk sector performance YTD in 2025, Bitcoin vs gold searches, and yup, a little Japan talk looking at their 10 year yields surging across 2% for the first time in a while and whether this is an issue. Gold vs Bitcoin Bitcoin if its flat over the next 5-10 years as it matures SpaceX seeking investors pile into XOVR ETF (ERShares Private-Public Crossover ETF) What could go wrong for investors seeking private investments Sector performance YTD and some surprises Should Apple be a consumer staple? Japan 10-year yields surge past 2% so what could go wrong? Tesla TSLA implied volatility seems high, but it really isn't on a relative basis CPI prints a lower-than-expected reading Still no inflation from tariffs Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Guido Olimpio racconta l'uccisione del generale russo Fanil Sarvarov, con una bomba nascosta nella sua automobile. Leonard Berberi parla dei rischi corsi da tre aerei (due di linea e uno privato) che il 16 gennaio viaggiavano in una zona attraversata ad altissima velocità dai frammenti del razzo «Starship», della compagnia SpaceX di Elon Musk. Simone Golia spiega perché non si giocherà in Australia la sfida di Serie A dell'8 febbraio.I link di corriere.it:Ritorsione asimmetrica di Kiev, bomba nascosta nell'auto uccide il generale russo Fanil SarvarovL'esplosione, l'allarme in ritardo, il caos: così il razzo di Musk ha messo in pericolo 450 passeggeri in voloMilan-Como non si giocherà più a Perth: «Rischi finanziari, condizioni onerose e complicazioni dell'ultimo minuto
Global Chief Strategy Officer Howe Ng discusses the private market landscape, emphasizing the increasing value creation within this asset class. He anticipates a strong IPO market in 2026, with potential public offerings from high-profile companies like SpaceX, OpenAI, and Anthropic, collectively valued at over $1.4 trillion. Ng stresses the importance of data-driven transparency in the private market, exemplified by Forge Price, which provides daily pricing standards and implied valuations for late-stage VC companies.======== 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
Ce lundi 22 décembre, François Sorel a reçu Frédéric Simottel, journaliste à BFM Business, Thomas Serval, PDG de Baracoda, et Jérôme Marin, fondateur de cafetech.fr. Ils sont revenus sur la personnalité de Mark Zuckerberg, la perception de la plateforme Meta, ainsi que la consécration de Starlink, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.
A Note from James:One of my favorite conversations on this show was with Peter Thiel. Yes—PayPal, Facebook, Palantir, and a dozen other hits. I first ran this episode years ago, and the advice still holds up. The same stories, the same frameworks—and the same challenge to think from first principles. Here's Peter Thiel, one of the most influential entrepreneurs of our time. Episode Description:In this redux, James pressure-tests the core ideas from Peter Thiel's Zero to One—why competition is for losers, how real monopolies are built, and why starting “narrow” is often the only path to something huge. They cover Facebook's early moat (real identity), PayPal's network-effect wedge on eBay, and the “10x or nothing” bar for proprietary technology. Peter shares a contrarian read on bubbles, why biotech's slump may be opportunity, and how to hire, divide roles, and keep teams from fighting. The through-line: seek secrets, combine disciplines, and make something so different that it becomes its own category. What You'll Learn:How to pick markets the Zero to One way: start with a “small, winnable monopoly,” then expand in concentric circles. The four classic moats—and which to favor first: proprietary tech, network effects, economies of scale, and brand (with a bias toward real tech). A practical rule for virality vs. network effects: growth is a tactic; enduring value comes from the network that forms once users arrive. Team design that prevents internal warfare: make roles uniquely owned; if two people own the same thing, you're paying for a fight. How to hunt “secrets”: believe they exist, look where consensus is stale, and borrow from adjacent fields to see what specialists miss. Timestamped Chapters:[02:00] A Note from James — Why this conversation still ranks among the best. [03:00] Zero to One, in one line — “Do something new, different, fresh, strange.” [05:17] Competition vs. Capitalism — Why perfect competition kills profits; aim for uniqueness. [07:28] Facebook's original edge — Real identity as the breakthrough vs. MySpace's alt-persona culture. [09:14] Bits vs. Atoms — Stagnation outside software and how biology could become an information science. [12:05] Personality and perseverance — Why mild contrarian wiring helps founders ignore status games. [15:21] “10x or nothing” — The technology and/or experience must be an order of magnitude better. [17:00] Monopoly thinking, ethically done — Create abundance by creating something truly new. [23:30] The PayPal pre-history — Why long-running trust among teammates births more companies. [30:10] Early Facebook investment logic — College-only looked “small,” which was exactly the point. [32:03] Turning down $1B — The boardroom debate, optionality, and founder conviction. [36:23] Moats in practice — Picking the right advantage (and why brand alone is shaky). [37:06] Network effects ≠ virality — How value compounds after growth. [39:54] PayPal's wedge — eBay power-sellers and the $10 incentive as a growth accelerant. [41:22] Beware the “Chinese refrigerator” TAM slide — Start small, win big. [42:01] Uber vs. Airbnb — Investor bias and why some models get over- or undervalued. [44:18] Bubbles and the public — What changes across tech, housing, and today's “government bubble.” [48:00] War on cash & credit — Why Peter favors unlevered, opaque innovation over fixed income. [51:10] Biotech headwinds (and upside) — Regulation, Eroom's Law, and why sentiment can misprice breakthroughs. [53:50] Secrets — If you assume they exist, you'll be the one to find them. [57:56] Interdisciplinary bets — CS × biology; CS × transportation; why university silos miss the action. [59:51] Silicon Valley on HBO — The “Peter Gregory” caricature and what the show gets right. Additional Resources:Zero to One: Notes on Startups, or How to Build the Future (book) — Amazon hardcover. AmazonFounders Fund — Peter Thiel profile (bio & portfolio highlights). Founders Fund“PayPal Mafia” overview (alumni companies: YouTube, Yelp, LinkedIn, Tesla, SpaceX, Palantir, Yammer). WikipediaYahoo's 2006 $1B offer for Facebook (background reporting). Business InsiderEroom's Law (pharma R&D productivity; Nature Reviews Drug Discovery). NatureSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Great Rosary Campaign is an ongoing prayer and penance campaign for the conversion and strengthening of both Catholic and non-Catholic leaders.For the next 5 weeks—going through Advent, Christmas, and heading into the New Year—we will be praying for the conversion of various tech leaders who are spearheading AI. We are also praying that, alongside any potential benefits that may come from AI, the evil that may result from it may be mitigated for the sake of the salvation of souls.THIS WEEK of the Great Rosary Campaign, we will pray for the conversion of Elon Musk, the CEO of Space X, Tesla, and X.The SUGGESTED PENANCE this week, while we remain in Advent, is a 24 hour water fast (adjusted for your state in life).In these dark times, we must fight evil with the most powerful weapons we have. The Rosary is foremost among them. Join the Great Rosary Campaign today at: www.GreatRosaryCampaign.com.Countless Saints and Popes have told us that the Rosary is incredibly powerful for three things in particular:Keeping the FaithMoral renovationConversions of non-CatholicsThe Great Rosary Campaign is also based on several biblical themes and principles.First, PRAY FOR OUR BRETHREN. “Pray for one another…” (Jas. 5:16). “So then, as we have opportunity, let us do good to all men, and especially to those who are of the household of faith" (Gal. 6:10).Second, PRAY FOR OUR ENEMIES. “You have heard that it was said, ‘You shall love your neighbor and hate your enemy.' But I say to you, Love your enemies and pray for those who persecute you, so that you may be sons of your Father who is in heaven" (Matt. 5:43-44).Third, PRAY FOR ALL MEN, PARTICULARLY LEADERS AND THOSE IN AUTHORITY. “First of all, then, I urge that supplications, prayers, intercessions, and thanksgivings be made for all men, or kings and all who are in high positions…” (1 Tim. 2:1-2).Fourth, GOING INTO BATTLE WITH THE ARK. When the ancient Israelites came to Jericho, God didn't tell them to besiege the city. Instead, He told them to march around it with the Ark of the Covenant seven times, and on the seventh the walls would fall. We will now "march" in prayer for seven days with the New Ark of the Covenant, Our Lady, through the Rosary. We pray in hope that on the seventh day, a day especially devoted to Our Lady (Saturday), extraordinary graces of conversion will be given to those we are praying for.Fifth, EVANGELISM AND APOLOGETICS = LOVE + ARGUMENTS + PRAYER + PENANCE. Ultimately it is God who reveals Himself to a soul, and empowers them to say "yes" to Him by His grace. He chooses to use us, but He does not have to. We must remember that as we evangelize and defend the Faith, our arguments will be fruitless unless informed by love (charity), and reinforced by prayer and penance.Sixth, RETURNING GOOD FOR EVIL. “Do not return evil for evil, or reviling for reviling; but on the contrary bless, for to this you have been called, that you may obtain a blessing" (1 Pet. 3:9).Sign up to take part in the Great Rosary Campaign today: www.GreatRosaryCampaign.com
Oaxaca avanza en consulta de revocación con más de medio millón de firmas Semar decomisa droga en mar y tierra en GuerreroElon Musk alcanza 700 mil mdd de patrimonio tras fallo en DelawareMás información en nuestro Podcast
Welcome back to another hour of digital cynicism. We kick things off with a FOLLOW UP on Amazon's Fallout recaps, which were apparently so hallucination-heavy they made the actual wasteland look organized; naturally, they've been nuked along with the "Video Recaps" feature. In a massive dose of IN THE NEWS, Tesla is finally getting a legal side-eye in California for its deceptive "Autopilot" branding, while TikTok is performing a corporate shell game by selling a 45% stake to Oracle and friends to keep the feds happy. Reddit is fighting Australia's under-16 ban like it's a constitutional crisis, Louisiana's age-verification law just got benched by a judge, and Merriam-Webster officially crowned "slop" as the Word of the Year—which is fitting, given that OpenAI is selectively hiding chat logs from murder-suicides while their Chief Scientist warns that recursive AI self-improvement might end the human experiment by 2030. If the "intelligence explosion" doesn't get us, the CRASH Clock says we've got roughly 2.8 days before Elon's satellite swarm turns low-earth orbit into a permanent scrapyard.In our MEDIA CANDY segment, we mourn the transition year of Star Trek, which was mostly a series of unmitigated disasters and corporate retreats, though the Oscars moving to YouTube in 2029 means we can finally ignore them in 4K. Meta is testing a "pay-to-share-links" feature because they clearly haven't alienated creators enough, and a new study suggests Amazon's "dynamic pricing" is basically just a high-tech way to gouge public school districts for pencils. Moving to APPS & DOODADS, iOS 26.2 is here with a "Liquid Glass" slider—groundbreaking stuff, really—while Microsoft's Copilot+ push is effectively killing the laptop market by making 16GB of RAM a luxury item only a data center could love. Meanwhile, iRobot has officially sucked its last bit of dust into a Chapter 11 filing, proving that even a twenty-year head start can't save you from a 46 percent tariff and better Chinese competition.AT THE LIBRARY, we find out that librarians are ready to quit because people keep demanding books that only exist in a ChatGPT hallucination, proving once again that the "Information Age" was a lie. We descend into THE DARK SIDE WITH DAVE with the tireless Dave Bittner to discuss why modern movies feel like plastic, the bizarre paradox of James Cameron's Avatar dominance, and a bittersweet farewell to Rob Reiner. We wrap it up with the return of The Muppets, a look at plug-in solar panels for the budget-conscious prepper, and the Sedaris siblings proving that even grief can be a podcast topic. It's all the tech "progress" you never asked for, delivered with the appropriate amount of Gen-X side-eye.Show notes at https://gog.show/727Watch on YouTube: https://youtu.be/hHnGD4lIFzASponsors:MasterClass - Get up to 50% off at MASTERCLASS.com/GRUMPYOLDGEEKSPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordFOLLOW UPAmazon pulls its bad AI video recaps after Fallout falloutIN THE NEWSTesla used deceptive language to market Autopilot, California judge rulesTikTok agrees to deal to cede control of US business to American investor groupReddit sues Australia over underage social media banJudge blocks Louisiana's social media age verification lawMurder-suicide case shows OpenAI selectively hides data after users dieTrump orders creation of litigation task force to challenge state AI laws'Slop' is Merriam-Webster's word of the yearAnthropic's Chief Scientist Says We're Rapidly Approaching the Moment That Could Doom Us AllModel collapseOpenAI Is Going Into the New Year With Some Real Loser EnergyNew ‘CRASH Clock' Warns of 2.8-Day Window Before Likely Orbital CollisionA Facebook test makes link-sharing a paid feature for creatorsStudy links Amazon's algorithmic pricing with erratic, inflated costs for school districtsMEDIA CANDYA Man on the Inside S2Oh. What. Fun.The End of an EraThe West WingF1® The Movie - Apple TVThe Running ManWelcome to DerryWake Up Dead Man: A Knives Out MysteryIs it Cake?Apple TV releasing Pluribus season finale early next weekWarner Bros. Discovery rejects Paramount's hostile bid2025 Was a Turning Point for ‘Star Trek', Whether It Knew It or NotTHE ACADEMY PARTNERS WITH YOUTUBE FOR EXCLUSIVE GLOBAL RIGHTS TO THE OSCARS® AND OTHER ACADEMY CONTENT STARTING IN 2029APPS & DOODADSiOS 26.2 is here with another Liquid Glass tweak, new Podcasts features and moreOh, the Irony: Microsoft's Push for Copilot+ PCs Could Stall Laptop SalesiRobot has filed for bankruptcy and may be taken over by its primary supplierAT THE LIBRARYFlybot by Dennis E. TaylorMaking Space (The Time Traveler's Passport) by R. F. KuangFor a Limited Time Only (The Time Traveler's Passport) by Peng ShepherdLibrarians Are Tired of Being Accused of Hiding Secret Books That Were Made Up by AITHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingWhy Movies Just Don't Feel "Real" AnymoreThe Avatar Paradox - Why Nobody Talks About These MoviesDon't F**k with James CameronEvery James Cameron Movie, Explained by James Cameron | Vanity Fair‘The Muppet Show' Returns for One Night Only Next FebruaryThe Muppet Show | Official Teaser | Disney+Small plug-in solar panels gain traction as an affordable way to cut electricity bills'You don't know what it's like till you lose a parent': Sedaris siblings share their grief storyCLOSING SHOUT-OUTS“Enshittification” YouTube“Enshittification” Spotify“Enshittification” SoundCloud (with a direct download)Len (a.k.a. Funny Name)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
本集為十週年企劃的第六集,本週市場延續上週走勢,在 AI 泡沫的疑雲籠罩下續跌,再搭配上日本利率決策的不確定性,讓市場資金開始重新評估。 本集邀請特別來賓,M平方的好朋友-王伯達來聊聊,對全球利率環境的看法?AI 泡沫與 AI 生產力對他而言是什麼?他如何看待 ASIC vs. GPU 大戰?AI 的應用場景是什麼?
00:00:00 - Topics00:01:39 - Former Russian Republic President Kirsan Ilyumzhinov has shared more details about being taken by extraterrestrials on a spacecraft in 1997. https://x.com/MichaelSalla/status/2000380664151933231 00:05:59 - Near 100% odds Donald Trump will reveal truth about UFOs as betting frenzy hits $6 million in Britain https://x.com/MichaelSalla/status/2000382937762525507 00:07:34 - Corroboration that Henry Kissinger, Jimmy Carter, Mikhail Gorbachev, and NASA officials knew much more than they publicly admitted concerning extraterrestrial life. https://x.com/MichaelSalla/status/2000517283379060850 00:10:46 - The 1561 Nuremberg mass UFO sighting was described by locals as an aerial battle. https://x.com/MichaelSalla/status/2000519156161032518 00:14:36 - Uncovering Antarctica's Secrets & Hidden History https://exopolitics.org/uncovering-antarcticas-secrets-hidden-history/ 00:16:34 - Prof Avi Loeb speculates that the antitail of 3I/Atlas may be "a swarm of macroscopic non-volatile object that are not affected by the solar radiation pressure or the solar wind. https://x.com/MichaelSalla/status/2000757902441607570 00:21:16 - Deep State targeting Russia due to it being an off-shoot of Tartarian civilization. https://x.com/MichaelSalla/status/2000906256031342655 00:26:00 - 3I/Atlas is transmitting radio signals that are being blocked by a network of 200 SpaceX satellites, according to a high-level NASA official. https://x.com/MichaelSalla/status/2000906870027174372 00:28:13 - We are finally getting close to the big day when the world learns we are not alone in the universe: Disclosure Day | Official Teaser https://youtu.be/UFe6NRgoXCM?si=k5mN04sz0N_p404P 00:31:01 - The author of "Why is No One Talking About the Aliens" makes some valid points about why the general public doesn't take the time to consider the question of extraterrestrial life. https://x.com/MichaelSalla/status/2001115432598598047 00:34:13 - David Icke makes a fair point. Is he on some kind of black list for popular podcasters? https://x.com/davidicke/status/2001195117424607243 00:38:26 - Jared Isaacman is the new NASA Administrator. https://x.com/MichaelSalla/status/2001449294424101208 00:40:22 - A detailed reply by Jean Charles Moyen and his wife Melanie Charest to accusations leveled against them on the website of Elena Danaan. https://x.com/MichaelSalla/status/200158793989821254500:47:35 - Vimanas, Ancient Temples & Return of the Gods: Interview with Praveen Mohan https://x.com/MichaelSalla/status/2001712624292057248 00:48:28 - Is the Trump organization about to unveil a form of cold fusion energy it has attained that will transform the world? https://x.com/MichaelSalla/status/200193639123274968400:52:48 - Trump signed an executive order committing the United States to return to the Moon by 2028, build a lunar outpost by 2030 and prepare for the journey to Mars https://x.com/SawyerMerritt/status/2001787324384862401 00:55:09 - New Monthly Briefing on Jan 3, 2026 Join Dr. Salla on Patreon for Early Releases, Webinar Perks and More.Visit https://Patreon.com/MichaelSalla/
OpeningHolidays! . Cats and Dogs and Family. Happy Holidays. New Cat named Timmy. Pure trouble and pure JOY! Coinbase Fraud. Called with automated message asking if I attempted to change my “email contact”. If “no” they said press #1 or otherwise hangup. So I press 1. Some dude is on the line. Says he needs my first and last name to help. I ask him, “how do I even know if you're real…How do I know you're Coinbase?”. He hangs up!!! OMG! Startup InvestingRule #1: Be comfortable losing all the money. Might sting, but should not cause you to lose sleep!MarketsInvestments for our kids! Brad Gerstner and Michael Dell at White House. Fed Regulation of AI. To prevent a 50 state patchwork, onerous system. Bernie Sanders and other Dems calling for a “halt” on AI and Datacenters!!Markets S&P 500AppleApple head of AI retiring. Apple could partner with Gemini. Also, tech is getting so good that Apple will offer privacy! NetflixNetflix back in pole-position. I think this is “Good”Turnkey studio and ICONIC space. IP. Harry Potter, DC Comics, Game of Thrones, Matrix, Sopranos, Succession, Lord of the Rings. BarbieHBO! TeslaTesla AI ChipsTesla AI Chip and Advanced Engineering from Elon. Elon tweeing/xing tried and trying to help legacy automakers, but they want a pilot program that starts in like 5 years!This video of Optimus jogging is insane. Should double the market cap! TSLZSpaceXWhen Starship is launching several times a day in a few years, SpaceX will be ~99% of all Earth payload mass to orbit, even if the others triple their current launch rate. https://x.com/elonmusk/status/1994518037614268565?s=51&t=YUkdoBz4yNifBaQlQUp3-gDrugsDrug TradePolitics https://open.spotify.com/episode/65oG0YARECbXnFCbv2PTZpDavid Sacks is a highly successful business person that is serving our government well and we should all be thankful.From Chamath on the Topic. Tim Waltz Fraud. String on X and And another oneCalifornia Budget Crisis - Wealth Tax200 billionaires are on Zillow right now! RecommendationsMolly's Game (interview on All-In). Movie: The Spy Who Dumped Me. Bill Gurley on ferrisSean RYan Show with Tobi Ludke and JockoEthan Hawk
In dieser Samstagsfolge von “Alles auf Aktien” haben wir sie wieder eingeladen – die Podcast-Allstars. Wie jedes Jahr kurz vor Weihnachten wollen wir wissen, wie es bei den Audio-Helden dieses Landes so läuft. Zuerst geht es um die Lage im Land, dann um die erstaunlich guten Geschäfte von OMR – um dann völlig in den Gossip abzudriften. Doch bekommen wir die Kurve. Wir diskutieren über die wahre Bedeutung von Trade Republic, die faire Bewertung von SpaceX und einen Zoom-Call mit Faktor 25. Letztlich wird's dann sehr konkret. Bei polnischen Fitness-Aktien, Robotik-Perlen und der SAMOS-Strategie. Ein Gespräch mit Philipp Westermeyer, Noah Leidinger und Pip Klöckner. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
Elon Musk's net worth explodes past $600B after SpaceX hits an $800B valuation. Pat, Tom, and Pomp break down why Musk may soon become the first trillionaire, how SpaceX outperforms NASA, and why Elon's vision keeps reshaping the world.
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
If Then | News on technology, Silicon Valley, politics, and tech policy
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
The US Government/NASA has confirmed plans to go to the moon in 2028 and establish a permanent base shortly thereafter. What are they doing on the moon?? Building as Elon Musk puts it: a "Giant lunar base with AI satellite factories and a mass driver to shoot them into deep space (of course)". WHAT and he confirmed rumors that this new business will propel SpaceX to a $100T valuation, yes that's $100 TRILLION. AND fleets of Optimus robots building massive solar famrs (in space!?). This is getting truly sci-fi. It may take a while, but it's clear SpaceX is focused on becoming a leader for datacenters in space and powering the AI revolution.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in SpaceX and Tesla this is not financial advice.
Jake and Anthony are joined by Brendan Byrne, News Director at Central Florida Public Media and host of Are We There Yet?, to present the 2025 Off-Nominees: the most bizarre space news stories of the year.TopicsOff-Nominal - YouTubeEpisode 222 - Way to Gaureau (Presenting the 2025 Off-Nominees with Brendan Byrne) - YouTubeThe Off-Nominal Awards - Off-NominalEutelsat resolves OneWeb leap year software glitch after two-day outage - SpaceNewsJeff Foust on X: “NASA says there could be delays in the next Cygnus mission to the ISS after its shipping container sustained damage. NASA will alter the cargo manifest for the next cargo Dragon mission to put more consumables on it.”Isar Aerospace's first Spectrum launch fails - SpaceNewsLivestream: First test flight of Isar Aerospace - YouTubeBOOM! ISAR Spectrum Rocket Launch Failure - YouTubeJeff Bezos Faceplants at Blue Origin Rocket Launch Capsule LandingUnpacking claims Jeff Bezos opening the Blue Origin capsule hatch was staged | Snopes.comAlpha FLTA006 "Message In A Booster" - YouTube[EXCLUSIVE] ERIS | Test Flight 1 SUCCESS | Gilmour Space Technologies - YouTubeAir Safety #OTD by Francisco Cunha on X: “Here´s an international mess... Today, a Zambian-registered light aircraft, carrying 400 pounds of drugs with "SpaceX" labels, inbound from Colombia, crashed in Brazil, killing the pilot, who was Australian.”Before a Soyuz launch Thursday someone forgot to secure a 20-ton service platform - Ars TechnicaKatya Pavlushchenko on X: “New photos of the damaged launch pad at Site 31 of Baikonur Kosmodrome were published in Telegram channels and on Novosti Kosmonavtiki forum. Sad to see it like this.”R-7 ICBM/Soyuz rocket launch facilities in BaikonurAlejandro Alcantarilla Romera (Alex) on X: “More than two and a half years after the last Proton launch, another one is out on the pad for launch in a few days.”Jake's Original Falcon Heavy TakeBooster 18 suffers anomaly during proof testing - NASASpaceFlight.comRoscosmos replaces cosmonaut on next Crew Dragon mission to ISS - SpaceNewsSo how do Russian cosmonauts feel about Russia's war on Ukraine? - Ars TechnicaNASA rebukes Russian use of space station for propaganda purposes [Updated] - Ars TechnicaFollow BrendanBrendan Byrne (@SpaceBrendan) / XBrendan ByrneAre We There Yet? : NPRFollow Off-NominalSubscribe to the show! - Off-NominalSupport the show, join the DiscordOff-Nominal (@offnom) / TwitterOff-Nominal (@offnom@spacey.space) - Spacey SpaceFollow JakeWeMartians Podcast - Follow Humanity's Journey to MarsWeMartians Podcast (@We_Martians) | TwitterJake Robins (@JakeOnOrbit) | TwitterJake Robins (@JakeOnOrbit@spacey.space) - Spacey SpaceFollow AnthonyMain Engine Cut OffMain Engine Cut Off (@WeHaveMECO) | TwitterMain Engine Cut Off (@meco@spacey.space) - Spacey SpaceAnthony Colangelo (@acolangelo) | TwitterAnthony Colangelo (@acolangelo@jawns.club) - jawns.club
While the A.I. boom has created a data center boom, rich guys are turning their computing dreams to the skies. With its impending IPO, SpaceX stands to lead the extraterrestrial data center boom. Will it work out for Elon and company? Guest: Eric Berger, space reporter at Ars Technica Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew and Ben begin with reactions to ChatGPT's new image capabilities, a reminder of OpenAI's strategic advantages vs. Google, Disney's deal with Sora, and Gemini 3 Flash. From there: Netflix and its competition for attention, Netflix continues its foray into podcasting, and a question about movie theaters highlights costs that Netflix will have to internalize going forward. Then: Extended thoughts on SpaceX and the possibility of data centers in space, while a listener does some field reporting on AWS usage. At the end: Strategies for a successful remote work life, Tesla and Rivian's aversion to CarPlay, the new United app and developer trade-offs, oenophile preferences, Taco Bell, Christmas traditions, and an attack on Andrew for hypocrisy.
We have Mike Monaghan on the show today and covering the “Birth of an ETF.” He’s going to talk about the Founders ETF and its new launch. We’re also going to talk a little bit about what it takes to get an ETF up and running. From a compliance perspective, remember, there’s no guarantee of future performance. https://youtu.be/o-m3PYHKXqk?si=qBaHkJpUt7xgdpjG Transcript of “The Birth of an ETF” 00:00 The Founders ETF Frazer Rice (00:00.986)Welcome back, Mike. Michael Monaghan (00:02.616)Frazer, it’s great to be back. Frazer Rice (00:04.4)You are at an interesting point in time right now. You’re about to start up Founders ETF and I think you’re about to get trading authorization to get going. Maybe tell us a little bit about the process to set up an ETF. Then we’ll dive into the strategy a little bit. Michael (00:21.25)Yeah, absolutely right. We should start trading on the SIBO Thursday, so two days from now. And we’ve launched our first fund, the Founders 100, that owns the 100 best founder-led companies. I’d be happy to go through some of the process that it takes to set up an ETF. Frazer Rice (00:40.014)Love it. ETFs are the main way to go now in terms of getting an inveestment cvhicle up and running. What has your experience been around? The Popularity of the ETF Structure Michael (00:52.014)Yeah, so ETFs have become the primary investment vehicle for a few reasons. Let’s outline those reasons. Then we can go through some of the steps that it takes to set up an ETF. So on the advantage side of an ETF, they’re typically a bit lower cost than traditional mutual fund products. Importantly, they’re tax advantaged. So there’s no gains or losses that occur during the normal ETF growth phase. Everything that happens within the ETF is done with what’s called an authorized participant. So you do exchanges. And so there’s no capital gains that are assigned to the investors. As long as they hold the ETF, a tax trigger only occurs when they actually sell the ETF. Finally, it’s a great way to get exposure to the market. So whether you want to own a broad market index, one of the legacy indexes, or a vehicle like ours. That gives you in one single trade, rather than having to guess who’s going to win. Is Nvidia going to win or Palantir who’s going to win? You can own a hundred of the best winners in the market in one single stock ticker. In our case, FFF. Frazer Rice (02:07.364)So let’s dive into that theme a little bit. As you said, it’s the top hundred founder led companies. First and foremost, public I assume, private, you’re not diving in those waters. Public vs Private Michael (02:20.59)Correct. So these are the hundred best publicly traded founder led stocks. And we generally fish from the 200 largest founder led publicly traded stocks. So a lot of these are names and founders that are very well recognized. Whether it’s Elon at Tesla or a Mark at Metta, Larry at Oracle, Rich Fairbanks at Capital One. These are all very well known founders. They’re great entrepreneurs who are leading highly scalable, very high performing publicly traded stocks. 02:53 Understanding Founder-Led Companies Frazer Rice (02:53.914)So let’s define founder a little bit. Obviously we have sort of the cult of personality around high-end CEOs. It sounds like you’re identifying companies that have been founded. The people who are running them not only founded them, but they scaled them. They have now gotten them to a level of maturity. That’s different from the typical public company that we find in the S &P 500. Definition of Founder Michael (03:19.104)Yeah. So first let’s define a founder. Then let’s talk about why we think the founder led companies outperform a traditional S&P company. We define the founder as being a chief executive leader. It could be chief executive officer, could be chief technology officer. Sometimes that say a scientific or medical company, would be the chief scientific or chief medical officer. And that person conceived and founded the company, took it from zero to one. It’s their imprint that has guided it over its 10 or 20 or 30 year period. That’s taken it from a small private company to a venture backed company to a large publicly traded company. And so the idea being the person that founded it continues to run it to this day. We talk about the fact that we own an Nvidia that Jensen still runs. But we don’t own Intel. We own Meta because Mark still runs it, but we don’t own Google. We own Dell computer because Michael Dell still runs it. But we don’t own Apple. We own Capital One because Rich Fairbank still runs it, but we don’t own American Express. Investment Process Frazer Rice (04:25.86)Got it. So lots of things to get into here. How does it a company get on your radar screen? And then ultimately, how does it get off of it? Michael (04:35.806)Great question. the getting on the screen is fairly mechanical. We look at the 200 largest by market capitalization founder led stocks. So we look at all U.S. listed. So it could be listed on the New York Stock Exchange or NASDAQ, but it has to be U.S. listed. We then look at the 200 largest. And from there, we select the 100 best using a quantitative factor model. So I’m have a Sanford Bernstein background and so do some of the folks here. And so for folks who are familiar with Bernstein’s research, we use a Bernstein factor model to pick the best, the hundred best names out of the 200 largest. That’s how they get on our radar. And to get off is quite simple if they retire. So if a CEO announces he’s retiring, per the prospectus, we have 90 days to sell the stock. once we, so for example, Mr. Buffett recently stepped down from Berkshire Hathaway. And so we sell Berkshire Hathaway on his announcement and no longer own the stock. Frazer Rice (05:38.0)things like corporate mergers or divestitures or maybe even a reclassification of stock where the founder stays on in some capacity but their decision making has been reduced. How do you analyze that? 05:54 The Investment Strategy Behind the ETF Michael (05:54.326)Yeah, so there is some human overlay judgment calls here and the founder has to be an executive officer leading the company. So they can’t just run a division. They can’t just be chairman of the board. They have to be the executive in charge of running the company. Frazer Rice (06:14.0)And if for, I guess one of the exits possibly would be if, and I don’t know if this is even possible, but if NVIDIA were to take over Meta and there isn’t room for Jensen and Mark in the same suite, how do you analyze something like that? Michael (06:34.253)So in the business combinations where you have two founder-led companies or a non-founder-led company swallowed up by a founder-led company, as long as an original founder remains, it remains in the portfolio. So we’ve had some stocks that had, say, three to four co-founders. And as long as one of those co-founder remains, it remains in the portfolio. Voting Shares Frazer Rice (06:58.352)So one of the things that’s a bee in my bonnet is the concept of having shares where, in a sense, they’re super majority or voting components and then shareholders that have less decision making authority to act as a check and balance around the company. Is that something you’re not really that worried about or is it something that may be a factor that’s important later on? Michael (07:24.525)So we actually think that’s one of the opportunities that this exists. Like one of the things that we haven’t talked about yet is why is all this alpha there? Why is this uncaptured alpha there for us to go get? And we think historically in the past, active money managers have sometimes shied away from these founder led companies because to your point, Frazier, oftentimes the founder has managed to have super voting control, 10 to one shares, 101 shares. So they completely control the company. And some of these larger active money management complexes have said, well, we as the shareholder, we need to be able to have a vote and we’re going to underown these stocks. We have the opposite view. We think these founders are special. So we think that by the time a Mark or a Elon has driven their company into the public markets, they’ve showed that they know how to set the vision, ruthlessly execute and generate value for the shareholders. Concerns? And so we’re not concerned by super voting structures. Oftentimes those are the stocks that we want to own because it’s the founder that’s in control and setting the direction of the business and generating high returns for the shareholders. We view it as you either believe in them and you own the stock or you don’t believe in them and sell the stock. We’re not interested in other people’s getting on the board and monkeying with the decisions of the founders. Frazer Rice (08:30.255)Is this it? What is it about the founders, especially for those that go from zero to one, then to scale, and then to shepherding a mature business? What makes them better and what drives the alpha that you’re trying to seek? In terms of putting together a portfolio of these types of companies? 09:01 The Importance of Founders in Business Michael (09:02.891)Yeah, so the great ones tend to be a bit irreverent. They tend to be highly visionary. They tend to be charismatic communicators and relentless in their execution ability. They’ve got a great ability to pivot if a change needs to be made. And rthe moral authority to set a tone to generate very high rates of return. We see it sort of over and over and over in these founder led companies. And if you look at some of the studies that we’ve done. There’s a study that Bain Capital, Bain had done years ago in combination with Harvard Business Review, founder led companies tend to outperform non-founder led companies in say the S &P 500 by 3X. So it’s this personality type of high vision and high execution tends to drive outsize returns. And it’s a bit of a self-selecting process. What makes Founders Unique? If you think about it by the time any of these founders that we own or talk about have got to the public market. They first had to identify an opportunity to go after. They had to develop a great product by listening to their customers. And they’ve shown that they can scale all the way from a series A round, B, C, D, all the way investing and generating high rates of return in the private markets. Transitions of Founders to Executives They get to the public markets, continue to do that. And now you get a little bit of an effect of a echo of that, of now all of sudden you’re in the public markets. If you get enough scale, you have this highly effective business. Now you’re getting relatively cheap capital that you’re feeding into your business through the public markets. And now you continue to grow. Frazer Rice (10:42.096)Just to summarize at least what I’m hearing is that they’ve gotten to the point of becoming public. They’ve been able to say no to losing control in exchange for either putting some liquidity back in their pocket or otherwise moving on. And so they’ve almost ratified their vision and message and they keep going. And by the fact that they’re public, there’s enough liquidity for everyone else out there in terms of their investments. So it ends up being a win-win. Michael (11:11.157)I think so. That’s what we see. Frazer Rice (11:13.316)So one thing that I’ve been sort of reading about and thinking about is the concept that the number of public companies is becoming less, well, it’s decreasing, and that many people are able to stay private for longer. Do you worry that your universe is going to get too small to provide sort of a canvas for your ideas here? 12:02 Market Trends and Future Outlook Michael (11:37.549)Let’s talk about three phases of that. We don’t, we actually see the data showing that there’s more and more opportunities within founder led. So let’s look at history and then let’s move to the future. So historically, probably about the time you and I joined the securities business, they would actually take the, to your point, they would take the founder, they would kick out this charismatic founder. They would put in some mid-level proctor or GE middle level manager to be the you know, the suit in the room to take the company public. And that was sort of in the late nineties and people figured out that wasn’t such a good idea. So if you actually look at the chart, there’s more and more founders staying and leading their public, their, their publicly traded companies. That’s number one. Number two. Yes. We have seen some companies stay private, obviously Stripe, SpaceX, but we are now seeing, for example, SpaceX coming to the public markets. Eli is talking about coming next year. so we, we haven’t seen it so far impact the pool with which we can fish in. And as I mentioned, that’s what we saw historically. Public Markets and the Future In the future, think, Frazer, I think we’re going to start to see a conversion of public and private markets, meaning these private mega cap companies have liquidity. And I think that you’ll see more and more ability to trade those stocks almost in public liquidity. So I think these two markets are converging. So I think that Not only do we have plenty of founders in the traditional public markets, I think that the liquidity and the big privates is going to converge to a public market style shortly anyway. Frazer Rice (13:13.232)You’re in a curious time as far as launching an ETF around this concept. I know a lot of people are wary of Mag-7 and ultra valuations and issues related to that. How do you respond to that concept that a lot of the growth has taken place in seven, maybe seven out of the hundred that you’ve chosen? Debunking the Mag-7 (to the Mag-3) Michael (13:33.356)Yeah, so that’s a misconception. We see Mike Saylor get on TV and wave his arms around it, but it’s not really true. First of all, what’s interesting, if you tear apart the Mag-7, it’s actually the Mag-3. The outperformance in the Mag-7 has come from Meta, Tesla, and NVIDIA. So it’s not just the Mag-7, it’s a founder led. And now you say, well, that’s a small sample set. Let’s look at a bigger sample set. So if you look at the NASDAQ 100, for example, It’s actually the 20 founder led companies have driven most of the outperformance over the last 25 years. And what I’m about to tell you about the S &P 500 probably won’t surprise you. It’s the 37 founder led companies that have driven most of the outperforming the S &P 500. So the outperformance is coming from founders, not from any specific part of the market. And one of the things that we think is great about this ETF is to avoid concentration. 14:50 Risk Management I know you’re really familiar with the concept of active share and that’s how different you are than the S &P 500. We have an 85 % active share to the S &P 500. So if you own the founders 100 ETF, you have much different exposure to the market than say the S &P 500. And so we think it helps reduce some of that concentration. We’ve done some things to make sure that we are diversified. First of all, we do own 100 stocks. Diversification So really good diversification across that. And then number two, while we run a market weight portfolio, we cap. No stock can be bigger than 7 % of the portfolio, so we don’t get out of balance at any point. So we think that we mitigate some of those concentration risks and we allow people to invest in innovation without being over concentrated to any one name, say the MAG-7, for example. So we think that we’re giving our investors really good exposure to innovation through the founders, but not exposing them to pre-existing market concentrations. And then finally remind everyone It’s not the MAG-7, it’s not the NASDAQ-100, it’s not the S &P-500, it’s the founders within each of these are what are driving the outsized performance in those analytical groups. Frazer Rice (15:36.218)So from a diversification standpoint, obviously not everything in one name, the 7 % cap you described, do you have sector concentration guidelines as well? Michael (15:45.749)We don’t have sector concentration guidelines, but if you look at the nature of the portfolio, we were fairly well diversified. We’re slightly overweight tech and financials versus say the S &P, but we own healthcare stocks, own consumer stocks, we own energy stocks. So we’re giving you a broad exposure to the market. Leverage Frazer Rice (16:05.924)Let’s talk about leverage for a second. I know a lot of people are trying to juice returns by piggybacking off of other people’s money on that front. Does that have a place in your ETF? Michael (16:17.004)So there’s no leverage in the ETF. We sort of believe in get rich the slow way. I like to tell people that it’s very hard to make money in the stock market over the short term, but it’s not particularly difficult over the very long term. think Mr. Munger and Mr. Buffett used to talk about this. the idea being, leverage can impact you in times that are not favorable. So we believe in just owning the stocks unlevered, let them compound over very long periods of time. And we think that by doing that, we and our shareholder, we think our shareholders can generate wealth over very long periods of time. Taxes Frazer Rice (16:54.98)So tax efficiency, the concept of holding period, does that play into your process at all? Michael (17:04.316)So remember within the ETF, as long as you’re managing your trading properly within the ETF, there’s no tax implications inside of it for your shareholders. Your shareholders only would be impacted at selling. So assuming they hold the stocks for over a year, any gains would be long-term capital gains treatment. Frazer Rice (17:27.024)And when you’re describing the investor profile that you’re looking to attract here, who is this for? Michael (17:35.916)Yeah, so the person that, you we really think it’s appropriate for you if you have a five year or more holding period and you want to have long-term capital appreciation. You know, if your goal is to be exposed to the best minds and public securities, that’s the founder led companies, and you want to compound your wealth over a very long period of time and have a high probability of outperforming the traditional broad market indexes, this ETF is designed for you. 17:59 Investor Profile and ETF Positioning Frazer Rice (18:04.705)And as you’re sort of outlining that profile and for those people who are trying to figure out where this fits in from an equity allocation perspective, you’re in charge in many ways of the spoke of a hub and spoke component of people are really sort of looking at indexes as the base of their equity portfolio. What are you looking for? What kind of benchmarks do you sort of measure yourself against? Michael (18:35.007)Yeah, so we think this is absolutely a core holding. So if you’re looking to build out you or your client’s portfolio, we think this should sit at the core. It is on the growth side, so it’s core growth. We think that it is a one-for-one replacement for, the NASDAQ 100. Or, for example, somebody holding the triple Qs. We think this is a better holding than the triple Qs. So we benchmark ourselves against them and against the S &P 500. Ee look at beating those two broad market indexes, generating better risk return for our investors. Frazer Rice (19:13.019)For those listeners that are out there and want to find out more, what’s the best way that they can either get a hold of you or maybe even better, do you have a ticker symbol ready that people can discover? FFF and Contact Information Michael (19:25.215)Yeah, absolutely. So the ticker is FFF. So that’s the FFF ETF that we’ll trade on. And investors can find that at their favorite brokerage firm, whether they’re Schwab customers, Interactive Brokers customers, Fidelity customers, trades under one ticker, just like a stock. Frazer Rice (19:44.365)And let’s take, we have a few minutes to go here, which is great. Your experience in terms of establishing the ETF, maybe a couple of some of the touch points when you went from vision to execution here, what was the process? Michael (20:00.106)Yeah, so ETF has a few basic processes that are regulated under the 1940 Securities Act. And so a lot of those rules are set up to protect the end investors. So for example, the securities live within a trust. So we set up our own trust. Some people use a mingled trust. We thought it was better for our end investors to have our own trust that we set up that has an independent trust board that oversees to make sure that we’re executing our strategies as we’ve outlined in the prospectus to make sure that we’re Doing the best we can for our investors. You’ve got to set that up There’s a few firms that do the plumbing for the for the ETFs would say US Bank is probably the largest player. So US Bank provides our our fund custody and fund administration and then there’s just a few other vendors in the space that sort of help with all the plumbing to make sure that the ETF runs smoothly. So it’s probably a six month process if you stay really focused to get all of that set up. 20:58 Navigating the ETF Launch Process Frazer Rice (21:03.313)You get that set up, how do you approach the Schwabs and the Fidelitys and the other platforms to make sure that people can access, buy, sell, whatever they want to do with your ETF? Michael (21:14.347)Yeah, that’s a great question. So the online brokerages typically put you on the platform as soon as you’re listed on a major US exchange. So you’ve got to get listed on NASDAQ, NYSE or CIBO. We chose CIBO. So again, on the traditional online brokers, you’re there day one. And then the big wire houses, JP Morgan, Goldman, Morgan Stanley, BAML, they typically have a few hurdles that you’ve got to get through, whether it’s daily trading liquidity assets under management. And over time, as you run the wickets through their process, you’re added to those platforms. Macro Issues? Frazer Rice (21:48.721)We live in a political age and a time when there’s just chaos everywhere, different types of rules in order to allocate capital. If you’re an investor trying to guess what’s happening politically, et cetera, that are difficult, you must be positive as far as the environment for founders to find success in this country and beyond. Is there anything that you’re looking for to make sure that those conditions hold? Michael (22:18.225)Yeah, we don’t really look at the macro or political backgrounds. think over very long periods of time, U.S. innovation outperforms. so we sort of we think that, again, one of the great things with investing in founders is they keep adapting as the background changes behind them. So we think over very long periods of time, the U.S. has great economic growth. And for those people that have worried about little blips along the way, we think the founders are the absolute best at mitigating those blips. Frazer Rice (22:48.334)I like to say you bet against America at your own peril and it sounds like from a founder perspective it’s still a great place for them to locate their businesses and grow them here. Michael (23:01.042)Absolutely. 23:50 Final Thoughts and Contact Information Frazer Rice (23:02.971)Just to reiterate, FFF is the ticker symbol for people to find it. any other contact points for people to find you if they’re interested in what you’re putting together. Michael (23:15.613)Yeah, so we have a great website at FounderETFs.com. can go check out there or anyone’s happy to email me, just michael at FounderETFs.com. Happy to chat with anyone who has interest about the portfolio, the strategy, or what we’re building. Frazer Rice (23:32.197)Well, great to have you back on, Mike. Thank you for putting up with my attempt at looking like Steve Jobs. It’s 25 degrees in New York here, and I am the stupid one who’s not in California or somewhere warm. appreciate you taking the time to be on and talking about your new product. Michael (23:48.011)Yeah, it was great to be on here. Really a huge fan of your podcast and just the level of guests that you’re able to interview and help educate your viewers. Frazer Rice (23:56.849)Mike, thanks for being on. Michael (23:59.061)Thanks a lot, Frazer. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Previously with Mike Monaghan ETF EDUCATION ARTICLES ON ETF.COM
- Time to Invest in European Auto Stocks? - Renault Regains Investment Rating - Sterling Anderson Could Be GM's Next CEO - Toyota To Export U.S.-Made Models to Japan - China to Block “Used” Car Exports - The Battle Over Stop-Start Tech - Kia K4 Starts Under $26,000 - China Ford Bronco BEV and EREV Priced to Sell - SpaceX Buys 1,000 Cybertrucks - Last Autoline Daily Of 2025
The A.I. trade will continue momentum into 2026, says StocksToTrade's Tim Bohen, making the case that Big Tech remains king. As for Friday's Big 3, he makes the bullish case for travel in Delta Airlines (DAL), Tesla's (TSLA) proxy play on SpaceX and the space trade, and how American Eagle Outfitters (AEO) "does no wrong" for investors. Rick Ducat takes investors through his bearish and bullish analysis in the stock charts. ======== 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
- Time to Invest in European Auto Stocks? - Renault Regains Investment Rating - Sterling Anderson Could Be GM's Next CEO - Toyota To Export U.S.-Made Models to Japan - China to Block “Used” Car Exports - The Battle Over Stop-Start Tech - Kia K4 Starts Under $26,000 - China Ford Bronco BEV and EREV Priced to Sell - SpaceX Buys 1,000 Cybertrucks - Last Autoline Daily Of 2025
The Information's CEO Jessica Lessin speaks with TITV Host Akash Pasricha about her 2026 predictions including major tech layoffs and the momentum of Google Gemini. We also talk with AI reporter Stephanie Palazzolo about Amazon's need to acquire an AI lab, Deputy Bureau Chief Katie Roof about a record-setting H2 for IPOs led by SpaceX, and Crypto reporter Yueqi Yang about Tether laying the groundwork for a public offering. Finally, we discuss the future of agentic commerce with PwC's Dallas Dolen and wrap with Co-Executive Editor Martin Peers on why ByteDance is the real winner of the TikTok battle.Articles discussed on this episode: https://www.theinformation.com/briefings/bytedance-signs-deal-create-u-s-tiktok-venturehttps://www.theinformation.com/articles/googles-ai-weakness-turned-strengthTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
The boys continue their discussion of Walter Isaacson's "Elon Musk." This is the part where Elon loses his mind. Where to find us: Our PatreonOur merch!Peter's newsletterPeter's other podcast, 5-4Mike's other podcast, Maintenance PhaseSources:From self-proclaimed ‘socialist' to Team Trump and DeSantis: Elon Musk's curious politics revealed The Quiet Political Rise of David Sacks, Silicon Valley's Prophet of Urban DoomElon Musk biographer admits suggestion SpaceX head blocked Ukraine drone attack was wrong Elon Musk's Daughter on Dad's Biography: 'Sad Excuse for a Puff Piece'Character LimitTwitter fulfilling more government censorship requests under Musk Elon Musk booed for nearly 5 minutes straight at Dave Chappelle show in San Francisco New CNN Chief Trying to Please GOP Elite Research finds more than 14 million preventable deaths by 2030 if USAID defunding continues, including more than 4 million children under fiveWhat the data says about Social Security Trump Administration, DOGE Activities Risk SSA Operations and Security of Personal DataThanks to Mindseye for our theme song!
Dave and Chuck the Freak talk about The Grinch Who Stole Bitches, Power Ball, emailer sexted co-worker by mistake, woman was putting razor blades in bread at Walmart, rats found crawling in produce section at grocery store, woman lost job after video of altercation with staff at restaurant goes viral, rub and tug bust, update on Sherrone Moore, Nick Reiner’s court appearance, Jane’s Addiction officially broken up, Charlie Puth mad about loud SpaceX launches, James Cameron gave CPR to rat, turds found on jetway, box of free weed outside of school, restaurant employees stage fake robbery with ChatGPT, raccoon fell through ceiling at fancy Wisconsin restaurant, man set up hidden camera in Tennessee Dollar Store, man planted hidden camera in woman’s vents, private investigator’s list of 5 jobs people most likely to cheat, doctor gave guy vasectomy when in for gallbladder surgery, camel at church Christmas performance kicks woman, strippers raise money for Christmas, man set record singing Christmas carols for 42 straight hours, $5M house for free but you have to move it, and more!
Bob Zimmerman highlights a record-breaking year with over 300 global rocket launches, driven largely by private enterprise competition. He notes that Amazon was forced to contract SpaceX for satellite launches due to delays from rivals like Blue Origin and reports on safety concerns involving Russian launch pad negligence. 1955
SHOW 12-17-25 THE SHOW BEGINS WITH DOUBTS ABOUT THE US CONFLICT WITH VENEZUELA... 1926 USS OMAHA IN THE PANAMA CANAL. Colonel Jeff McCausland discusses the US "blockade" of sanctioned Venezuelan oil tankers and the potential for escalation into a regional conflict involving Colombia. He also analyzes the Pentagon's refusal to release videos of destroyed drug boats, suggesting possible war crime concerns, and notes stalled Ukraine negotiations. Colonel McCausland reports on NATO's eastern flank "digging in," with Baltic states building defensive bunkers and Germany significantly increasing military spending. He highlights a divergence where European allies prepare for existential Russian threats while US leadership may prioritize "strategic stability" and economic cooperation with Moscow. General Blaine Holt warns that integrating Artificial Intelligence into military command increases the risks of deliberate, inadvertent, and accidental escalation. He argues that while AI accelerates decision-making, it lacks human judgment, potentially leading to catastrophic miscalculations if adversaries rely on algorithms during crises. General Holt explains that AI models in war games demonstrate a bias toward violent escalation, often prioritizing "winning" over negotiation, which leads to nuclear conflict. He emphasizes the necessity of keeping humans in the loop and maintaining direct communications between rival nations to prevent automated catastrophe. Simon Constable reports from France on high copper prices and slowing European energy demand. He describes protests by French farmers burning hay to oppose government orders to cull cattle exposed to disease and notes a significant rise in electric vehicle sales across the European Union. Simon Constable discusses the political troubles of UK Prime Minister Keir Starmer and the suspension of a US-UK tech deal due to clashes over AI regulation. He explains that Britain's "Online Safety Act" aims to tax and regulate tech giants, which threatens to stifle American AI companies operating there. Bob Zimmerman highlights a record-breaking year with over 300 global rocket launches, driven largely by private enterprise competition. He notes that Amazon was forced to contract SpaceX for satellite launches due to delays from rivals like Blue Origin and reports on safety concerns involving Russian launch pad negligence. Bob Zimmerman reports on the success of commercial space station company Vast and orbital tug tests that outperformed government efforts. Conversely, he details problems with NASA's Maven orbiter at Mars, which has lost communication, potentially jeopardizing data relays for surface rovers. David Shedd critiques the bipartisan failure of allowing China into the World Trade Organization in 2001, which was based on the false assumption that economic engagement would lead to democratization. Instead, this decision facilitated a massive transfer of intellectual property, fueling China's rise as a predatory economic rival. David Shedd explains how China's Ministry of State Security operates as a massive intelligence entity combining the functions of the CIA, FBI, and NSA. He traces this economic espionage to Deng Xiaoping's 1984 strategy, noting that Chinese officers view theft as repayment for past Western oppression. David Shedd details espionage cases, including an Apple engineer stealing "Project Titan" car schematics for a Chinese competitor. He also describes a Google employee who stole AI data while secretly working for a Chinese firm, highlighting how corporate greed and weak internal security enable intellectual property theft. David Shedd outlines strategies to counter Chinese espionage, advocating for "partial decoupling" to protect critical technologies like semiconductors and AI. He argues for modernizing legal deterrence to prosecute theft effectively and warns that Chinese platforms like DeepSeek harvest user data to advance their "Great Heist" of American wealth. Nury Turkel discusses the plight of Guan Hang, a whistleblower facing deportation from the US despite documenting Uyghur concentration camps. Turkel criticizes the inconsistent enforcement of forced labor laws and highlights new evidence linking Uyghur slave labor to the excavation and processing of critical minerals. Rebecca Grant argues against the planned retirement of the USS Nimitz in 2026, suggesting it should be kept in reserve given delays in new Ford-class carriers. Despite the ship's age, Grant asserts that retaining the carrier offers crucial strategic depth against threats like China's PLA Navy. Rick Fisher analyzes the emerging race to build AI data centers in low Earth orbit, noting advantages like natural cooling and zero real estate costs. While Elon Musk's Starlink positions the US well, Fisher warns that China has detailed plans to use space-based data centers to support expansion into the solar system. Alan Tonelson evaluates China's economic strengths, acknowledging their dominance in rare earth processing and solar panels, often achieved through subsidies. He argues that China's heavy investment in industrial robots attempts to offset a looming demographic crash, while questioning the true market demand for their subsidized electric vehicles.
Elon will finally probably become a trillionaire next year when his big ol' rocket company SpaceX goes public. Speculation suggests they'll debut at a modest $1.5 trillion dollar valuation. But there ARE some other ways to play this so PAY ATTENTION! Plus we have updates on the Paramount/Netflix/WBD front. Also, Ben is sick. WATCH THE LATEST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=Cz-Wpap4-7M OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that AMEX card baby! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on CHRISTMAS MOVIES: https://youtu.be/vQa6X-lINpw?si=SO-1HCQokOkBacYw **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. See full disclosures at https://invest.us.moomoo.com/_disclosure SURFSHARK: Go to https://surfshark.com/baes or use code BAES at checkout to get 4 extra months of Surfshark VPN! AURA: Exclusive $35 off the Carver Mat at https://on.auraframes.com/BAES promo code BAES SHOPIFY: Sign up for your $1 per month trial and start selling today at https://shopify.com/baes __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy 28:34 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders 35:04 Cursor Competes with Figma: The Convergence of Design and Coding Tools 46:20 The Biggest Danger for Incumbents: Being Maimed by AI 55:28 Boom Supersonic Raising $300M to… Power Data Centres… WTF 01:00:24 Will SpaceX IPO at $1.5TRN and The Elon Option Value
(December 18, 2025) Host of ‘How to Money’ Joel Larsgaard joins the show to discuss gambling becoming a massive problem in the United States, home flipping, and more Americans moving overseas to save money. SpaceX tender offer puts Musk’s net worth record to $677BIL. Community college enrollment is up amid economic uncertainty.See omnystudio.com/listener for privacy information.
In this episode of Decouple, Dr. Jeff Waksman, Principal Deputy Assistant Secretary of the Army for Installations, Energy and Environment, explains how the U.S. Army is making a second attempt at making microreactors great again. The discussion situates the Janus microreactor program in the long history of the Army Nuclear Power Program and Project Pele, highlighting why earlier small reactor deployments failed to compete with diesel and grid power even in extreme environments, and why Janus represents a fundamentally different approach.Janus is best understood as an attempt to apply the Commercial Orbital Transportation Services model to nuclear energy, using milestone-based funding, hard downselects, and vendor replaceability to subsidize learning rather than electricity sales. The conversation explores the severe economic constraints facing one to ten megawatt reactors, the limits of the SpaceX analogy, and the unglamorous but decisive challenges of fuel logistics, waste removal, and slow nuclear learning cycles that will ultimately determine whether microreactors can ever move beyond demonstration and into durable military let alone commercial service.Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media
PREVIEW: Bob Zimmerman details SpaceX's potential 2026 IPO, intended to fund an "insane" Starship flight rate and ambitious projects like Moon Base Alpha and Mars missions. The capital would also support deploying AI data centers in space, cementing SpaceX's role as the effective leader of the American space program.
PREVIEW: Bob Zimmerman questions Amazon's perplexing launch strategy for its LEO constellation, asking why the company is utilizing more costly, non-reusable launch providers like ULA and Blue Origin instead of the more cost-effective SpaceX reusable boosters. He speculates that historical contracts or potential personal conflicts between billionaires may explain the decision. 1958