Podcasts about SpaceX

7. Bob Zimmerman: Reviews recent space developments, including Firefly's successful launch, SpaceX's Starship testing, and NASA's Artemis 2 mission,,. He also discusses FCC regulatory changes and China's potential lunar landing site selection,. (35 words) (7)OCTOBER 1963

In this week's show we start with FOLLOW UP: The world keeps trying to protect kids online — Indonesia just joined Australia, Spain, and Malaysia in banning social media for under-16s, while COPPA 2.0 sailed through the US Senate unanimously. Meanwhile, Roblox is using AI to clean up its chat, because apparently "Hurry TF up" is the hill they've chosen to die on — even as they're still dealing with the whole "pedophile problem" thing from January. On the AI copyright front, Gracenote is the latest company to sue OpenAI for helping itself to proprietary data, joining a growing queue of plaintiffs who apparently didn't get the memo that everything is training data now.IN THE NEWS: Anthropic is suing the Pentagon after being labeled a "supply chain risk" — apparently because the CEO said AI shouldn't be used for mass surveillance or autonomous weapons, which the Trump administration heard as fighting words. The delicious irony: the Pentagon is still running Claude in active operations while trying to phase it out. Speaking of active operations, investigators now think a missile strike on an Iranian girls' school may have been triggered by bad AI-generated intelligence from that same Claude-based system. So yes, the autocomplete that hallucinates your grocery list is also maybe accidentally bombing schools. Meta's Oversight Board is begging the company to get serious about AI-generated content after a fake war video from a Filipino fake news account racked up 700K views — while separately, Zuckerberg dropped cash on Moltbook, a "social network for AI agents" that turned out to be mostly humans larping as bots and had a security flaw that exposed everyone's API keys. The guy who built it basically vibe-coded the whole thing. Meta's own CTO said he didn't "find it particularly interesting." And yet. Oracle is hemorrhaging jobs and drowning in debt chasing AI dreams, its stock down 50% from peak — a timely reminder that "AI will replace workers" is currently manifesting as "companies set money on fire and lay people off to pay the electric bill." Researchers confirmed AI is homogenizing human thought and creativity — a thing some of us have been screaming since day one. A DOGE engineer allegedly walked out of the Social Security Administration with databases containing personal info on 500 million Americans on a thumb drive. The Ig Nobel Prize is relocating to Switzerland because it's no longer safe to invite international guests to America. Nintendo is suing the US government to get its tariff money back. SETI thinks it may have been accidentally filtering out alien signals due to space weather. And Pokémon Go players unknowingly spent a decade building a centimeter-accurate surveillance map of Earth's cities that's now guiding pizza delivery robots — which, honestly, tracks.In APPS & DOODADS: The GOG clan in Clash Royale just hit eight years old — respect. OpenAudible is the cross-platform audiobook manager your Audible library deserves, especially if you've got over a thousand books sitting there judging you.And finally in MEDIA CANDY: Monarch: Legacy of Monsters Season 2 is here, and pretty beige. Live Nation settled its DOJ antitrust case for $200 million, kept Ticketmaster, and avoided a breakup — meanwhile court documents revealed employees joking about "robbing fans blind" and gouging "stupid" customers, which explains basically every concert ticket you've bought in the last decade. YouTube is now officially the world's largest media company at $62 billion in revenue. Bluesky's CEO is stepping down, which is either a bad sign or just the natural order of "person who built the cool thing hands it to the person who scales the cool thing." Dead Set — Charlie Brooker's 2008 zombie-in-the-Big-Brother-house miniseries — is worth a watch if you haven't. And trailers dropped for Daredevil: Born Again Season 2 (March 24th), The Boys final season (April 8th), and The Super Mario Galaxy Movie (April 1st — yes, really).Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSPrivate 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/1passwordShow notes at https://gog.show/737Watch on YouTube: https://youtu.be/DgSYnFF6twEFOLLOW UPIndonesia announces a social media ban for anyone under 16Anthropic Sues PentagonMetadata company Gracenote is the latest to sue OpenAI for copyright infringementRoblox introduces real-time AI-powered chat rephraser for inappropriate languageIN THE NEWSCOPPA 2.0 passes the Senate again, unanimously this timeAI Error Likely Led to Iran Girl's School BombingThe Oversight Board says Meta needs new rules for AI-generated contentMark Zuckerberg Decides Meta Needs More Slop, Buys the Social Network for AI AgentsOracle Axing Huge Number of Jobs as AI Crisis IntensifiesYou can (sort of) block Grok from editing your uploaded photosResearchers Say AI Is Homogenizing Human Expression and ThoughtSocial Security watchdog investigating claims that DOGE engineer copied its databasesNintendo is suing the US government over Trump's tariffsSETI Thinks It Might Have Missed a Few Alien Calls. Here's WhyIg Nobel Ceremony Relocates to Europe Amid Safety Concerns in Trump's AmericaAPPS & DOODADSClash RoyaleOpenAudibleBluesky's CEO is stepping down after nearly 5 yearsHow Pokémon Go is giving delivery robots an inch-perfect view of the worldRobot Escorted Away By Cops After Terrorizing Old WomanMEDIA CANDYMonarch: Legacy of Monsters Season 2Live Nation settlement avoids breakup with TicketmasterCourt documents reveal Live Nation employees joking about robbing, gouging "stupid" fansYouTube Is the World's Largest Media Company, MoffettNathanson SaysParadise Season 2DAREDEVIL: Born Again Season 2 Official Teaser Trailer 2 (2026)The Boys Final Season TrailerThe Super Mario Galaxy Movie | Final TrailerDead SetSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Both David and Nilay bought new computers this week, as the MacBook Neo turned out to be a surprisingly great cheap Apple laptop. The hosts discuss their experiences with the machines, from the processor to the keyboard to the mess that is MacOS Tahoe. After that, they talk about the future of Xbox, Project Helix, and what it might mean for every gaming PC to become an Xbox... and for the Xbox to become a gaming PC. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, the latest on Paramount and Warner Bros, Grammarly's sloppelgangers, and more. Further reading: MacBook Neo review: the Mac for the masses   Asus chief says Macbook Neo's affordable pricing came as a shock to the entire PC market — compares $599 notebook to a tablet and content-consumption device The MacBook Neo is surprisingly easy to disassemble and repair. From 2007: Ballmer Laughs at iPhone Apple Studio Display XDR review: a great, but expensive, pro option The iPhone 17E is good, but you probably shouldn't buy it  iPad Air review 2026: the M4 and other chip bumps make a difference  Apple is going high-end with new ‘Ultra' products next  iPhone Fold rumor: iPad-like multitasking, but no iPad apps and no Face ID  Microsoft's next Xbox, Project Helix, won't reach alpha until 2027  Microsoft's ‘Xbox mode' is coming to every Windows 11 PC  Microsoft says you should build next-gen Xbox games by building them for PC.  FCC chair blasts Amazon after it criticizes SpaceX megaconstellation Brendan Carr on X FCC chief tells CNBC WBD-Paramount merger deal is ‘cleaner' than Netflix's, will be approved ‘quickly' Grammarly is using our identities without permission  Grammarly is turning off the expert review AI feature that stole our identities  Grammarly will keep using authors' identities without permission unless they opt out  The Live Nation settlement has industry insiders baffled Samsung Galaxy S26 and S26 Plus review: This again  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Hotel Mars, Doug Messier, Weds, 2-25-26Doug joined John Batchelor and myself to discuss the plight of the Boeing Starliner spacecraft. He went over the recent problems with the capsule that stranded astronauts on the ISS until SpaceX could bring them safely home using Dragon. Doug described the problems, issues in quality control and engineering with Boeing in recent times and probably solutions or ways to salvage Starliner for both NASA and Boeing. This was a one segment Hotel Mars program for approximately 10 minutes.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223 (Not in service at this time)For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Broadcast 4514 Zoom Jim Muncy | Tuesday 10 Mar 2026 600PM PTGuests: James A. M. MuncyZoom: Jim Muncy on Artemis, policy and much moreBroadcast 4515: Hotel Mars with Dr.Pieter.van Dokkum, Yale Univ. | Wednesday 11 Mar 2026 930AM PTGuests: John Batchelor, Dr. David Livingston, Dr. Pieter van DokkumHotel Mars on the subject of runaway black holesFriday, March 13: No program today | Friday 13 Mar 2026 930AM PTGuests: Dr. David LivingstonNo program todayBroadcast 4516 Zoom: Phil Swan | Sunday 15 Mar 2026 1200PM PTGuests: Phil SwanZoom: Phil Swan discusses launching orbital data centers from the MoonSpace Show weekly schedule pending. See Upcoming Show Menu on the right side of our home page, www.thespaceshow.com. The weekly newsletter will be posted on Substack when completed. Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

The Space Show Presents Karen Jones re “SPACEPORTOPIA” Thursday, 2-26-26Quick Summary:This Space Show program focused on spaceport development and launch forecasting, featuring Karen Jones from Aerospace Corporation to discuss her paper “Spaceportopia: A Primer for Successful Launch Site Planning.” The discussion explored the economic challenges of spaceport development, including demand forecasting, regional compatibility, and the risks of irrational exuberance in space industry projections. The Space Show Wisdom Team panel examined several failed spaceport initiatives like Spaceport Michigan and Spaceport Camden, while also discussing the current state of launch infrastructure and the potential for offshore launch sites. The conversation concluded with a debate about Elon Musk's business ventures and the need for more realistic planning in the space industry, with participants agreeing that while visionary thinking is important, it must be grounded in practical considerations and economic analysis.Detailed Summary:David and Dr. Sherry Bell discussed the potential of spaceports, focusing on economic feasibility and regional compatibility. Karen Jones, an expert in space economics, highlighted the importance of grounded economic analysis in spaceport planning, emphasizing the need for realistic forecasting and adaptive strategies. They discussed the challenges of launch demand, congestion at existing spaceports, and the potential for new spaceports, including the much talked about Las Vegas spaceport.David and Karen discussed the economic viability and planning issues of Spaceport America, highlighting how initial reports advised against it but were rewritten to support its construction. They compared this to similar problems with Spaceport Michigan, which overestimated job creation and failed to consider international coordination. Ajay shared insights from his work with AFRL, emphasizing the impracticality of single-stage-to-orbit vehicles, and mentioned a conversation with a Florida senator's staffer who expressed concerns about the lack of spaceport infrastructure needed for planned satellite launches and the Golden Dome project, which Ajay suggested was premature given current capabilities.Karen discussed the classification of space launches as public transportation in Florida to obtain tax-exempt and low-interest bonds, raising concerns about transparency and risk profiles when bundling municipal bonds with spaceport investments. She highlighted lessons learned from the failed Spaceport Camden project in Georgia, emphasizing the need for rigorous economic analysis, transparency, and stakeholder engagement. Ajay and David inquired about economic analysis parameters for spaceports and the status of Spaceport Camden, which Karen explained was abandoned due to environmental concerns, lack of transparency, and competition with other regional interests.We discussed spaceport infrastructure and launch site selection, with Karen explaining that Georgia's spaceport faced challenges due to lack of transparency and local stakeholder concerns rather than infrastructure limitations. They explored the need for launch site diversity to address bottlenecks, with Karen noting that better efficiency at existing bottlenecks could help manage demand. The discussion also covered polar orbits and their importance for various space missions, with Karen highlighting emerging launch sites in the UK, Canada, Norway, and Alaska for sun-synchronous orbits, which are becoming increasingly popular for orbital data centers.David expressed skepticism about the feasibility and demand for offshore rocket launches, while Karen noted logistical challenges and potential niche applications but highlighted the importance of regional economic planning and cluster theory in spaceport development. Karen discussed Michael Porter's cluster theory, emphasizing the role of complementary industries, skills, and infrastructure in creating successful spaceport clusters, and mentioned examples like Spaceport Houston and Florida's space clusters. Ajay inquired about the potential for Wallops Island to develop a similar cluster, and Karen suggested it had some potential but might not reach the scale of Cape Canaveral.Karen emphasized the importance of regional planning for spaceports, advocating for a comprehensive approach that considers alternative land uses and conducts rigorous economic analyses. She highlighted the need for transparency and trust in the community to ensure successful spaceport development. Karen also discussed the challenges of managing “irrational exuberance” in the space industry, suggesting a shift towards more grounded and scalable models. The conversation touched on national security considerations for spaceport development and the potential for increased launch cadence at existing facilities.The team further discussed the impact of technological advancements and market dynamics on spaceport planning and satellite demand. Karen highlighted how miniaturization and multi-orbit constellations could affect long-term demand forecasts, while Ajay emphasized the need for caution in overestimating future market demands. David raised concerns about the lack of clear commercial applications beyond telecommunications, questioning the viability of proposed spaceport capacities. Ajay suggested that current lunar and cislunar opportunities might not significantly impact spaceport requirements in the near term, focusing instead on telecommunications and derivative markets.Another late program topic included the speculative and risky nature of future space projects, with David expressing skepticism about building capacity for speculative needs. Karen raised concerns about the vertical integration of companies like SpaceX and the potential for a “house of cards” in the space economy. Amir and Karen explored the factors influencing the number and location of spaceports, including market demand for satellites and the geopolitics of satellite manufacturing and launch sites. The discussion concluded with Karen noting that many countries are motivated to develop their own spaceports due to increasing geoeconomic competition, though some have made similar mistakes to U.S. planners in their spaceport development.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223 (Not in service at this time)For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Hotel Mars on the subject of runaway black holesFriday, March 13: No program today | Friday 13 Mar 2026 930AM PTGuests: Dr. David LivingstonNo program todayBroadcast 4516 Zoom: Phil Swan | Sunday 15 Mar 2026 1200PM PTGuests: Phil SwanZoom: Phil Swan discusses launching orbital data centers from the MoonSpace Show weekly schedule pending. See Upcoming Show Menu on the right side of our home page, www.thespaceshow.com. The weekly newsletter will be posted on Substack when completed. Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

＜目次＞(0:00) CEOオフィスから収録に参加しているMihoさん(2:27) エル・セグンドで何故ハードテック企業が集まっているのか(6:11) イーロンの一番の貢献はSpaceXマフィアという人材プールを作ったこと(9:01) SpaceX内での層、ミッションドリブンだがバーンアウトも多い(12:28) イーロン・マスクの影響力と現場への深掘り(16:28) SpaceXの上場の噂、産業にどのような影響を与えるのか？(20:44) エル・セグンドはハードテックのマサラタウン(23:19) 大人数のビリオネアが生まれると何が起きるのか(28:29) エル・セグンドの「Gundo Bro」カルチャー、国旗の大きさの見せ合い(33:54) ハードテック業界でのスタートアップの人材採用事情(37:19) Arbor Energyでの採用方法(39:18) エル・セグンドのルール「Don't burn bridges」(39:55) 日本から入り込むための戦略(42:03) エル・セグンド内でもSpaceXの上場の噂で話題に(44:39) イーロン・マスク経済とコングロマリット化(48:16) エル・セグンドの食の質が上がっている、エル・セグンドにいる大企業(50:10) エル・セグンドのカフェに行くと誰かと遭遇できる(51:53) 求めている人材：ファイナンスとオペレーション周りの人Miho Onuki Bealhttps://www.linkedin.com/in/mihoonuki＜About Off Topic＞Podcast:Apple - https://apple.co/2UZCQwzSpotify - https://spoti.fi/2JakzKmOff Topic Clubhttps://note.com/offtopic/membershipX - https://twitter.com/OffTopicJP草野ミキ:https://twitter.com/mikikusanohttps://www.instagram.com/mikikusano宮武テツロー: https://twitter.com/tmiyatake1

En este episodio de El Brieff, analizamos la exclusión de México en el "Escudo de las Américas" de Donald Trump y por qué Claudia Sheinbaum minimiza el desplante diplomático. Exploramos el desembarco de capital nórdico en Palacio Nacional con gigantes como Volvo y Ericsson, y las implicaciones de seguridad en un México que registra su febrero menos violento en una década. Además, la tensión bélica en el Estrecho de Ormuz pone en jaque a las aerolíneas mexicanas, mientras Elon Musk prepara el debut bursátil más esperado del siglo con SpaceX.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

Quelque chose d'immense se prépare au-dessus de nos têtes. Après 50 ans de silence, l'humanité s'apprête à retourner sur la Lune — mais cette fois, pas pour y planter un drapeau. Le programme Artémis veut construire une base permanente. Une colonie. Une économie. Une rupture totale avec l'ère Apollo, née de la guerre froide.Dans cette vidéo, on explore pourquoi nous avons abandonné la Lune, comment la géopolitique, SpaceX, la Chine et les rêves industriels ont relancé la conquête spatiale. Ce n'est plus seulement une mission scientifique : c'est une ruée vers l'or gris, vers l'eau, l'hélium-3, vers une nouvelle frontière.Mais la vraie question est : pourquoi retourner sur la Lune alors que nous n'y sommes pas allés depuis 50 ans ?Chapitres :0:00 La Lune redevient un projet de civilisation2:05 Le retour lunaire et la question qui dérange4:10 Le dernier pas humain puis cinquante ans de silence6:15 Apollo ou la Lune comme arme de la guerre froide8:20 400000 personnes pour gagner une course impossible10:25 Victoire acquise et rêve lunaire stoppé net12:30 La navette spatiale enferme la NASA en orbite14:35 Constellation s'effondre et le futur paraît fermé16:40 SpaceX bouscule tout et la Chine accélère18:45 Naissance d'une économie lunaire sur place20:50 SLS face à Starship la bascule du modèle spatial22:55 La vrais raison de notre retour sur la Lune

Last week Starcloud CEO Philip Johnston confirmed that they will be launching a Bitcoin mining rig in space later this year. This will be the first Bitcoin mined in space and potentially one of the most lucrative use cases for orbital datacenters. This could have huge implications to the Bitcoin network's future decentralization and resiliency. Now this has got me curious ... will SpaceX/xAI get into Bitcoin mining in space as well? Especially with the upcoming launch of XMoney? It seems like there is a lot of potential here. What do you think? Is the hype real? Will the majority of Bitcoin mining move to space??0:00 Starcloud CEO Confirms First Bitcoin Mining In Space2:04 How Mining In Space Helps Bitcoin3:13 Will SpaceX/xAI Do Bitcoin Mining In Space For Xmoney4:27 Bitcoin Mining In Space Could Be Very Profitable4:55 Is Bitcoin A Distraction For SpaceX?6:57 What's The Future of Bitcoin In Space?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice. I'm invested in SpaceX & Starcloud through SPVs.

The Space Show Presents Dr. Siamak Hesar and Araz Feyzi on the Shenzhou-20 Debris Scare, Tuesday, 2-20-26.Quick Summary:The Space Show hosted a discussion on the orbital debris problem, focusing on the recent Shenzhou 20 debris scare and its implications for space safety. Araz Feyzi and Siamak Hesar from Kayhan Space explained the challenges of tracking and mitigating space debris, highlighting the need for better coordination between satellite operators and advancements in debris removal technology. They discussed Kayhan Space's role in providing space traffic coordination services and their recent collaboration with SpaceX's Stargaze system to enhance debris tracking capabilities. The conversation also touched on the potential risks of Kessler syndrome and the importance of responsible satellite behavior to prevent further debris generation.Detailed Summary:The meeting began with introductions and a discussion focusing on the Shenzhou debris scare in low Earth orbit but is not limited to that topic. Our guest Araz explained the orbital debris problem. We addressed the risks and concerns associated with space debris, particularly in the context of recent Chinese human spaceflight missions. The conversation also touched on the business of Kayhan Space and how it relates to addressing these space debris issues.Araz discussed the rapid growth in satellite launches over the past decade, highlighting the shift from large, expensive government satellites to smaller, affordable commercial ones. He explained the increasing threat of orbital debris, estimating over a million pieces larger than 1 centimeter in diameter, and described a recent incident involving a crack in a Chinese space station caused by debris. David asked about the risks to astronauts during spacewalks and the pressure implications of a cracked space station window, which Siamak addressed by explaining that while spacesuit damage is possible, the probability of collision is low due to the small target area, and the ISS team performs collision avoidance maneuvers when necessary.The discussion continued to focus on space debris and its potential risks to satellites and astronauts. Araz explained that while some debris can be tracked, there are objects too small to monitor, which pose a risk of causing damage if they strike a satellite or astronaut during a spacewalk. Siamak addressed David's question about the internal pressure of a spacecraft not causing an explosive depressurization if a window is cracked, noting that spacecraft windows are thick and undergo rigorous testing to prevent such incidents. Araz also described how a crack in a spacecraft window was repaired during a spacewalk after it was struck by an undetectable piece of debris, allowing the crew to safely return to Earth in a different capsule.The challenges and solutions for orbital debris in low Earth orbit (LEO), highlighting the recent growth of space activity and the need for coordinated efforts to mitigate debris were brought to our attention. Araz emphasized the importance of preventing new debris creation, particularly addressing large, uncontrolled pieces of debris that pose a significant threat if they collide. Siamak noted the recent scale of the problem and mentioned ongoing efforts by companies like Astroscale to develop technologies for debris removal. Both speakers agreed that preventing new debris and managing existing large debris are critical steps toward reducing the orbital debris threat.Challenges and opportunities related to removing space debris, with Siamak and Araz agreeing that technology exists to de-spin and capture large debris objects but is hampered by regulatory frameworks, were a major part of their talking points. Siamak highlighted the need for legal frameworks to allow commercial companies to address debris while preventing misuse of technology, and Marshall brought up the potential impact of gravitational forces from celestial bodies like Jupiter and asteroids on debris orbits. The conversation concluded with Siamak noting an encouraging trend among satellite operators, who are increasingly prioritizing spaceflight safety in their mission planning and proposals.The Wisdom Team discussed the Kessler syndrome, a scenario where debris in low Earth orbit could make space travel impossible. John Hunt explained that debris collisions depend on orbital paths, while Siamak recalled a significant collision between a Cosmos and Iridium satellite. Araz highlighted that while some operators like Starlink are taking precautions to avoid creating debris, irresponsible behavior by some companies still exists. The team agreed that while Kessler syndrome is a serious concern, responsible behavior by satellite operators could help prevent it.Siamak discussed the evolving nature of space debris and conjunctions, noting that while the number of potential collisions between debris and operational satellites remains high, the risk is mitigated by the increasing number of maneuverable satellites actively avoiding collisions. Araz highlighted the importance of coordination between satellite operators to prevent unintended risks, particularly when dealing with maneuverable satellites from different countries, and mentioned that some operators have established guidelines for responsible behavior in space. Both speakers emphasized the need for continued vigilance and collaboration to prevent Kessler syndrome and ensure space flight safety.The team also discussed space debris and tracking capabilities. Siamak explained that recent advancements in the Space Surveillance Network, including the Space Fence radar, allow for better detection of smaller debris down to 3 centimeters, though tracking remains challenging for low-density objects. They discussed methods for dealing with geostationary satellites at the end of their life, including raising their orbit to a “graveyard” orbit. Araz mentioned that telescopes and passive RF techniques are used to track debris in geostationary orbit, while John Jossy highlighted SpaceX's new Stargaze system, which significantly increases detection capability through star trackers.Our two guests announced a new space tracking capability using star trackers, which can monitor approximately 60-70% of objects that radars can track. Araz explained that this technology, developed through a government contract, allows for better space situational awareness by leveraging the numerous star trackers already in orbit, particularly on Starlink satellites. The company, Kayan Space, provides the SATCAT platform which integrates this data with government systems and other tracking sources to help satellite operators safely plan maneuvers, with the ability to automatically generate collision avoidance instructions.Kayhan Space's data aggregation platform SATCAT.com, which provides space flight safety services for commercial and government satellites was talked about. Siamak explained that the company is 7 years old and venture-backed, currently focusing on execution and R&D while still raising capital. Araz discussed their tracking capabilities and how multiple tracking systems can provide more accurate data when combined. Our guests said that the company is hiring engineers and marketing/business development staff and is working to coordinate global space traffic through shared intentions and maneuvers between operators.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223 (Not in service at this time)For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Broadcast 4514 Zoom Jim Muncy | Tuesday 10 Mar 2026 600PM PTGuests: James A. M. MuncyZoom: Jim Muncy on Artemis, policy and much moreBroadcast 4515: Hotel Mars with Dr.Pieter.van Dokkum, Yale Univ. | Wednesday 11 Mar 2026 930AM PTGuests: John Batchelor, Dr. David Livingston, Dr. Pieter van DokkumHotel Mars on the subject of runaway black holesFriday, March 13: No program today | Friday 13 Mar 2026 930AM PTGuests: Dr. David LivingstonNo program todayBroadcast 4516 Zoom: Phil Swan | Sunday 15 Mar 2026 1200PM PTGuests: Phil SwanZoom: Phil Swan discusses launching orbital data centers from the Moon Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

The history of uranium enrichment, early days of SpaceX, how Peter Thiel thinks.

I denne uge skal vi blandt andet høre om modne galakser i det tidlige univers, de første observationer fra det private rumteleskop Mauve, og høre om overraskende billeder fra Mælkevejens centrum. Vi taler også om den mulige børsnotering af SpaceX, om hundredetusinvis af notifikationer fra Vera C. Rubin-observatoriet, og dansk design på Månen. Til sidst dykker vi også ned i hvad det lige er der er sket med Artemis-programmet, hvor der blandt andet er skubbet en ekstra mission ind, før der skal sendes astronauter afsted til landing på Månen. Lyt med

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn't even a fifth of what SpaceX put into orbit. They're the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren't unique to rockets. They're a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works. Read the full essay here. Make sure you add your email so you are notified when the book —SpaceX Foundation— is released. Episode sponsors: Ramp⁠⁠⁠⁠⁠⁠⁠ gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud ⁠⁠⁠by going to Ramp.com to learn how they can help your business save time and money.⁠⁠⁠ Automate compliance, security, and trust with Vanta.⁠ ⁠⁠⁠Vanta helps you win trust, close deals, and stay secure—faster and with less effort⁠⁠⁠⁠. ⁠⁠⁠Find out how increased security leads to more customers by going to Vanta⁠⁠⁠. Tell them David from Founders sent you and you'll get $1000 off.

Analysts Don Kellogg and Roger Entner discuss insights from the recent Mobile World Congress connectivity event in Barcelona, including updates on Starlink, AI-RAN, and the state of European telecom.00:00 Episode intro 00:25 MWC overview and satellite bifurcation01:55 AI-RAN may be a new revenue stream 03:34 Differences from edge computing 05:14 6G updates and T-Mobile's technical lead 06:06 Data sovereignty is a big issue for Europe 06:50 European company consolidation 07:58 Fraud is a rising concern 08:13 New devices announced at MWC 08:56 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Mobile World Congress, SpaceX, AST, Starlink, AI, AI-RAN, compute, T-Mobile, edge computing, network, 6G, 5G, data sovereignty, consolidation, fraud, Samsung, handsets, devices

We discuss the effects of the Iran conflict on the markets and give you an upbeat outlook for the remainder of 2026.  We review the top performing sectors of the market and some "outside of the box" ideas in ETFs strongly outperforming market averages right now.

Microsoft's anti-"Microslop" censorship backfired spectacularly; Australia is cracking down on AI age verification while Meta is busy targeting toddlers; prediction markets are basically just insider trading with extra steps; AI chatbots are getting people killed and exposing spy operations; the Moon landing got pushed again; Opera got nostalgic at 30; Sony bought Charlie Brown; and Netflix is making documentaries with robot people now.Show notes at https://gog.show/736Watch on YouTube at https://youtu.be/6lw2Hy_U8QASponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private 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 UPMicrosoft Bans the Word “Microslop” on Copilot Discord, Gets So Humiliated That It Locks Down the Whole ServerAustralia will consider requiring app stores to block AI services without age verificationA Day in the Life of an EnshittificatorIN THE NEWSMeta's what-if for tweensHow Meta Executives Talked About Child Safety Behind the ScenesThe Great Insider Trading Reckoning Reportedly Hits OpenAIKhamenei market meltdown on Kalshi shows how prediction markets still can't decide what ‘counts'Some Alleged Polymarket Insiders Made a Fortune on U.S. Strikes on IranPolymarket Decides Incentivizing a Nuclear Detonation Might Be a Bad IdeaA Chinese official's use of ChatGPT accidentally revealed a global intimidation operation‘Our Bond Is the Only Thing That's Real:' A New Lawsuit Alleges Google Gemini Drove a Man to SuicideThe Data Centers Have Arrived at the Edge of the Arctic CircleBig tech companies agree to not ruin your electric bill with AI data centersTerraPower gets OK to start construction of its first nuclear plantThe Supreme Court doesn't care if you want to copyright your AI-generated artAnthropic CEO Dario Amodei calls OpenAI's messaging around military deal 'straight up lies,' report saysThe $100 Billion OpenAI-Nvidia Deal Is Not HappeningNASA Announces Major Change to Plans For Putting Humans on The MoonThe US Senate empowers NASA to fully engage in lunar space raceAstronomers Estimated the Lifespan of Alien Civilizations, and It's Not Looking Good for UsMEDIA CANDYCharlie Brown now works for SonyThese AI Avatars in a Netflix True Crime Doc Are Disturbing ViewersNetflix buys Ben Affleck's AI film tech company, InterPositiveAPPS & DOODADSOpera Has Turned 30 and Is Celebrating With a Compelling Tribute to Web NostalgiaWeb Design MuseumMeta hit with a class action lawsuit over smart glasses' privacy claimsApple Macbook NeoAT THE LIBRARYUncommon People: Britpop and Beyond in 20 Songs by Miranda SawyerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

HEADLINE: Starbucks Relocates Corporate Operations to TennesseeGUEST: Jeff Bliss Starbucks is moving a significant portion of its corporate headquarters and back-office operations from Seattle to Tennessee. This move is driven by concerns over high taxes, regulatory capture, and general disorder, including crime and homelessness. Jeff Bliss notes that this departure follows a trend of major brands like In-N-Out Burger and SpaceX leaving West Coast locations for states perceived as more business-friendly. (2)1940 PACIFIC PALISADES

HEADLINE: The Rise of Private Space Telescopes GUEST: Bob Zimmerman A startup called Blue Sky Space is launching nano-satellite telescopes into orbit to provide research data to universities. Using SpaceX rockets, the company deploys modest telescopes—some with mirrors as small as five inches—that allow institutions to purchase observation time for teaching and spectroscopy. This model represents a return to pre-World War II practices where private investors, rather than government agencies, funded major astronomical research. (12)1958

Katie and Matt discuss a legendary lost Money Stuff podcast episode, Paramount buying Warner Bros., rights offerings, LBO risks, deal discipline, breakup fees, BCRED, OBDC II, twisting arms at Blackstone, Credit Suisse toxic asset bonuses, liquidity premiums, short memories, XOVR and SpaceX liquidity. See omnystudio.com/listener for privacy information.

Episode Title: Tesla's Building A Robot Army — And A $1.5 Trillion Merger | Cern Basher Short Description: Bitcoin isn't money — it's a cyber security technology. And we're going to need it desperately. Cern Basher, CFA, breaks down why AI agents will choose Bitcoin, the Tesla robotaxi economics, the SpaceX–xAI mega-merger, and why Strategy might be the world's largest digital security company. Full Description: How do you constrain trillions of AI agents roaming the internet? Not with passwords and code — AI will hack all of that. You do it with physics. You do it with Bitcoin. In Part 2 of my conversation with Cern Basher — CFA charterholder, CIO of Brilliant Advice, and one of the sharpest analysts at the intersection of AI, Bitcoin, and macroeconomics — we go deep on Jason Lowery's classified Softwar thesis and why the US Department of Defence placed it under security review. Cern explains why Bitcoin is actually a cyber security protocol hiding in plain sight, disguised by the word "coin" in its name — just like gunpowder was disguised as medicine for years before engineers figured out what it really was. We also break down the deflationary tsunami hitting every industry — SaaS companies losing billions in market cap overnight, Salesforce and the consulting industry being hollowed out by AI agents, and why deflation is actually something we should celebrate, not fear. We already lived through it with the iPhone and we loved it. Cern shares his brilliant analogy for why Tesla is massively undervalued — a kid running a lemonade stand who's secretly training to become a surgeon, but Wall Street only sees the lemonade. We get into whether SpaceX and Tesla will merge, the economics of putting AI data centres in space, manufacturing pharmaceuticals in zero gravity, and the incredible opportunity for any individual to own a small fleet of robotaxis and replace their income. For New Zealand, this is a call to action. Be first. Be forward-thinking. Or watch other countries leapfrog us. In this episode we discuss: Bitcoin as a cyber security technology, not just money — and why that's even more valuable Jason Lowery's Softwar thesis — proof of work as digital defence Why AI agents unanimously choose Bitcoin for transactions The gunpowder analogy — Bitcoin's real use case is hiding in plain sight Google's centralised censorship of health and supplement companies OpenClaw and the Pandora's box of billions of AI agents SaaS is cooked — Salesforce, consulting, and legal getting hollowed out Deflation is good — the iPhone proved it and we all benefited The ice cutter disruption story — this is nothing new The K-shaped economy — will abundance lift the bottom 50%? Universal high income and making goods freely available like water Strategy (MicroStrategy) as the world's largest digital security company Tesla undervalued — the lemonade stand to surgeon analogy Will SpaceX and Tesla merge? Pros, cons, and what Cern is hearing AI data centres in space, pharma in zero gravity, and Starship economics Owning your own robotaxi fleet — replacing your income New Zealand's opportunity to leapfrog the world Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Jason Lowery's Softwar thesis (MIT): https://dspace.mit.edu/handle/1721.1/153030 Cern's GDP & Dematerialisation post: https://x.com/CernBasher/status/1913993658572984440 Part 1 of this episode: https://youtu.be/eh0hKibH6Zs

Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T01:50 - SpaceX Moves to Wipe Out $17.5B of Debt02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+03:20 - Anduril's $4.3B 2026 Revenue Forecast04:05 - Together AI New Round at $8.5B Post-Money05:01 - Decagon Closes Employee Equity at $4.5B05:57 - Eight Sleep Lands at a $1.5B Valuation06:44 - Cursor $2B Feb 2026 Revenue Run Rate07:37 - Cursor Wants Agents Working Without Supervision08:15 - Stripe Wants to Monetize AI Usage09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B09:44 - Arda Is Taking AI to the Factory Floor10:34 - Epic Forced Google to Cut the Toll11:30 - OpenAI Revenue at $25B12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again13:15 - Kraken Gets Fedwire Access, First For Crypto Firm

Bob Zimmerman highlights SpaceX's routine orbital successes while contrasting them with China's rational, long-term plan to land humans on the moon by the year 2030. (15)1900 NILE EGYPT

SHOW SCHEDULE 3-4-20261910 CARTHAGEVictoria Coates argues China's interest in international law masks an inability to project power compared to the United States, which remains the regional "strong horse." (1)General Blaine Holt explains "missile math," where cheap drones force expensive defensive responses, requiring a strategy of targeting adversary production capabilities and launch sites directly. (2)Steve Yates discusses how Asian allies find assurance in US missile defense tech while Beijing faces internal military purges and doubts about its own technology. (3)Steve Yates explores the fragile nature of the War Powers Act and praises Senator John Fetterman for his clear, principled stance regarding the Middle East conflict. (4)Peter Berkowitz traces the current conflict to the October 7 atrocities, emphasizing the Islamic Republic of Iran's long-term funding and coordination of its proxy groups. (5)Peter Berkowitz examines Secretary Rubio's speech on Western traditions, arguing the US fights to secure Americanfreedom and global interests against hostile, non-democratic regional actors. (6)Anatoly Zak reveals the history of the T2K, a secret Soviet lunar lander prototype tested in Earth orbit to compete with the American Apollo program. (7)Anatoly Zak attributes the Soviet failure to reach the moon to late funding, lack of military interest, and the unreliability of the super-heavy N1 rocket engines. (8)Ivana Stradner warns that Moscow uses the Iran conflict to spread propaganda claiming US abandonment of Ukraine, aiming to polarize the West and demoralize allies. (9)Ivana Stradner explains how manipulated satellite imagery and AI-generated footage are used by Iran and Russia to spread fear and claim false victories in war zones. (10)Gregory Copley analyzes European responses, noting UK Prime Minister Starmer's perceived weakness and the largely symbolic nature of French nuclear and naval deployments in the region. (11)Gregory Copley explores regional reactions, noting Australia's military integration with the US and Beijing's shock as its propaganda regarding Iranian invulnerability is proven false. (12)Mariam Wahba explains why Egypt remains unattacked by Iran and discusses President Al-Sisi's potential future role in regional rebuilding and stabilizing the Suez Canal. (13)Michael Bernstam analyzes how spiked oil prices temporarily benefit Russia's budget, though the loss of Iranian drone supplies creates significant strategic and long-term logistical setbacks. (14)Bob Zimmerman highlights SpaceX's routine orbital successes while contrasting them with China's rational, long-term plan to land humans on the moon by the year 2030. (15)Bob Zimmerman details the sun's unpredictable sunspot decline and its influence on climate, alongside deep-space observations of the Cat's Eye nebula by the Euclid telescope. (16)

00:00 Вступ 00:55 Перестановки в Артеміді 05:00 Що затвердив Сенат 07:30 Більше часу для МКС 09:31 Лобіювання проти SpaceX 12:13 Нова дата для Артеміди 2 13:54 Повз Місяць

Who dares to make predictions in the current landscape? We do!  Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and Frontier Tech Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show:   Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Schmitt Introduction Welcome to Tech Deciphered Episode 74. That would be an episode about some predictions about 2026. What will be 2026 all about? I guess this year is probably starting with a bang. We saw the acquisition of xAI by SpaceX. We saw an acquisition from Grok by NVIDIA. What’s your take about what would be the big themes in 2026? I guess it would be for sure about AI and space. Nuno Goncalves Pedro What will 2026 be all about? Yeah. I predict a year that will be a little bit more of a year of reckoning in some way. There will be a lot of things that I think we’ll start seeing through. The fact that we are in the midst of an amazing transformational era for technology, the use of AI, but at the same time, obviously, a ridiculous bubble that is going alongside it as we’ve discussed in previous episodes. I think that we’ll start seeing some early reckonings of that, companies that might start failing, floundering, maybe a couple of frauds along the way, etc. I’ll tell you what I will not make many predictions about today, which is geopolitics. Geopolitics, I will not make predictions at all. Who the hell knows what’s going to happen to the world this year in 2026? I don’t dare making any predictions on that. Back to things where I would make predictions. I think on AI, we’ll have a little bit of reckoning. We’ll talk about it a little bit more in detail during this episode. Interesting elements around the hardware and physical space. Physical space, we just dedicated a full episode to it. We won’t go into a lot of details on that, but definitely on the hardware side, we’ll talk a little bit more about it. The VC landscape is going through an incredible transformation. We’ll talk about it today as well and some of our predictions for this year. What will happen to the asset class? It seems to be transforming itself dramatically. Obviously, that has a very direct impact on startups, so we’ll talk about that as well. And then to close a little bit the chapter on this, we will address some regulatory and geopolitical, let’s call it, headwinds without making maybe too many complex predictions. We shall see. Maybe by that time of the episode, we will be making some predictions. You guys should stay and listen to us, and maybe we will actually make some predictions about the geopolitical transformations that we will see this year in the world. Then last but not the least, we’ll talk about fintech, crypto, frontier tech, and a couple of other areas before concluding the episode. A classic predictions’ episode. We normally have a pretty good track record on some of these, but right now, the world is going a bit interesting, not to say insane. Bertrand Schmitt Yes, and going back to some news, Groq technically was not acquired, but, practically, it’s as if it got acquired. I’m talking about Groq, G-R-O-Q. The AI semiconductor company focused on inference AI, and it was late December. It was a way to end the year. This year, we started again with an acquisition of xAI by its sister company, SpaceX. I guess that’s where we are starting. AI, AI and … more AI We are going to start on AI. That’s definitely the big stuff. Everything these days, I guess, is about AI or has to have some connection with AI, or it doesn’t matter. I think every company in the world has seen that. You have to have the absolute minimum on AI strategy. You better execute on this strategy and show results, I would say. For the companies that were not AI native, you truly have to have a way to transform yourself. I guess at some point, the stretch might be too much, and it’s not really reasonable. Then you maybe better stay on what you are doing, especially if you’re in tech, you better be moving faster to AI. Nuno Goncalves Pedro Just to highlight, and I think throughout the episode, you’ll see that there’re obviously a lot of implications that would manifest themselves into capital markets. I mean, we’ll specifically talk about VCs and startups later on. But the fact that everything needs to be AI, the fact that there’s so much innovation happening right now, in my opinion, and this is maybe the first pre-topic to AI, is we’ll see a tremendous increase in M&A activity this year across the board. I mean, we’ve seen already some big acquihires we mentioned in some of our previous episodes, but we’ll see a lot more activity on M&A this year. Normally, that’s a precursor to the opening of capital markets. I predict also that there will be a reopening of the IPO market that never really reopened last year, to be honest. M&A, a lot more, reopening of the IPO market. Normally, it happens in the second or third quarter of the year. That’s what my M&A friends tell me. First quarter of year, everyone’s figuring out stuff. Then last quarter of the year, things should be more or less closed. Maybe the third quarter is the big quarter. We shall see. But definitely, as a precursor to our conversation today, I think we’ll see a lot of M&A, and we’ll see reopening of the IPO mark. Bertrand Schmitt I guess last year was not as big as you could expect on M&A given the tariff situation announced in April and May. I mean, it became quite tough to do IPO in such market conditions. Definitely, we can hope for something dramatically different in 2026. I guess talking about public markets and IPO, I guess the big one everyone is waiting for is SpaceX. SpaceX getting even more interesting with its xAI acquisition. Nuno Goncalves Pedro Do you think that because of the acquisition, it’s more likely that it will happen this year, or because of the acquisition, it’s less likely that it will happen this year? Bertrand Schmitt That’s a good question. My guess is the acquisition of xAI is all about xAI needing more financing and cheaper financing. This acquisition is a pathway to that. SpaceX being a much bigger company, a company that is also making much more revenues. I could bet that there is higher probability that, actually, SpaceX will go public in order to finance itself. At the same time, will it have enough time to prepare itself for the IPO given this acquisition just happened? Can they do that in 6 months? I mean, if anyone can do it, I guess it’s Elon Musk. It’s a strategy to present an even more attractive company with an even more interesting story, a story of vertical integration from AI to space. I guess the story as it’s presented itself right now, it’s one about having your AI data centers in space. Because in space, you have much better solar energy production with solar panels. You have a perfect cooling situation because you are in space. Thanks to Starlink, you have the mean to communicate between the satellites and with Earth itself. I think if someone can pull up a story like AI data center in space, I guess Elon Musk can. There is, of course, a lot of questions about is it practical? Is it economical? Yes. I certainly agree. I’m not clear on the mass, and can you make it work? Again, I mean, Elon Musk single-handedly, with SpaceX, managed to transform the space market on its head. I mean, they are the biggest satellite launching company in the world. They have the most satellites in the world. I mean, I’m not sure I would bet against him, and I guess I would probably believe that he could pull up something. Time frames, different story. The 2-3 years data center in space for AI as cheap as on Earth, I have more trouble with that one. I mean, it’s a usual suspect with Elon Musk. You promise something unachievable in a few years, but, ultimately, you still manage to reach it in 5 or 10. Again, I would not bet against the strategy. Nuno Goncalves Pedro Yeah. I’ve talked to a couple of space experts, people that have launched rockets, and have worked JPL, NASA, and a couple of other places, etc. For what it’s worth, their feedback is, “No way in hell, and we’re decades away.” We’ll see. I mean, to your point, Elon has pulled very dramatic stuff. Not as fast as he normally says he’s going to pull it, but within a time span that we all see it. Difficult to bet against him. In terms of actually the prediction, maybe to respond to the prediction as well, will SpaceX IPO? I’m going to make a prediction that has a very high likelihood of missing the mark, but I think Tesla’s going to buy and merge them both into it. It’s going to become a public company through Tesla. That’s my hypothesis. Bertrand Schmitt No. That’s supposed to be it. That’s how you solve that. Nuno Goncalves Pedro And Elon controls the whole universe. X, xAI, Tesla, SpaceX, all under one umbrella beautifully run. And SolarCity is well in there, of course, so wonderful. Bertrand Schmitt That’s possible. Certainly, you are not the only one thinking Tesla will acquire or merge with SpaceX. To remind everyone, Tesla is around 1.3, 1.5 trillion market cap. Depending on the day, SpaceX seems to be valued at similar range, 1.2, 1.3 trillion. It looks like it’s the most valued private company at this stage. These are companies of similar size, so that’s one piece of the puzzle. When you think about the combined company, we could be talking about a 3 trillion entity. Playing right here with the biggest companies in the marketplace today. Nuno Goncalves Pedro With a couple of tweets from Elon, it will rapidly get to 4 to 5 trillion. Bertrand Schmitt That’s so tricky. Nuno Goncalves Pedro Yes. On AI and back to AI, one thing I think that we’re about to see is this will probably be the year of agentic AI. Obviously, we predict a lot of growth on that side of the fence, in particular on the enterprise B2B side. We see a lot of opportunities coming through. From our perspective, at least at Chamaeleon, we generally believe that there’s going to be a lot of movements on agentic AI. It’s also going to be probably the year of the first big fails of agentic AI that will be newsworthy. There will be some elements about that loop and how it gets closed that will happen. I think we might see some scandals already. We’re already seeing the social network of bots talking to bots. We will see other scandals going on this year even in the consumer space and in the bot to bot space, which we now can talk about or in the AI agent to AI agent space. My prediction is we will see some move forwards. There’ll be some dramatic funding rounds along the way. We’ll see a couple of really cool things out of the gates coming out that are really impressive, but we’ll also see the first big misses of the technology stack. I don’t think we’ll go fully mainstream yet this year, so it’s probably maybe something more for 2027 along the way. That would be my prediction again. I think enterprise will lead the way. We’ll definitely see a lot of stuff on consumer as well that is cool. Then we’ll all have our own personal assistance in our hands, basically, literally in our phones. Bertrand Schmitt Going back to agentic AI, we also started the year with some pretty dramatic move. I mean, the launch of Clawdbot, renamed OpenClaw. I mean, this stuff took fire in like a week or 2. It was coded by just one person who actually didn’t even code the product but used AI to build the product, 100% used AI, proposing some new ways also to leverage AI to do coding. He has a pretty unique approach. It’s not vibe coding. I would say it’s a better way to do that. Then the surprising evolution with the launch of a social network for AI agents, Moltbook. I mean, this stuff, probably there is some fake in it. But at the same time, I think it’s quite impressive because it’s the first time we see truly 100,000 plus agents communicating directly to each other. Yeah. I mean, that’s the first time we see surfacing the possibility of some sort of hive mind on the Internet. It’s pretty surprising. Right now, all of this is a hack done in a few days. By end of year, by 2 years, 3 years, we might discover that, actually, the best approach to AI might not be the AI assistant like we are doing today, but a combination of hundreds of thousands of AI working closely together. We might be witnessing the first sign of new intelligence in a way. Nuno Goncalves Pedro Things like this social network might either be Skynet, the beginning of Skynet. They might be the beginning of Her, or they might just be a fad and nothing really happens. It’s just interesting to see what these agents are doing. Bertrand Schmitt Totally. Nuno Goncalves Pedro Obviously, there are real and clear and present dangers of some of the integrations of AI we’re seeing in the market. Interesting enough, and I’ll ask you for your prediction a bit, Bertrand. I think we’ll probably see the first big mishap of AI being used in some infrastructural decision in the age of AI. I mean, we’ve seen AI issues in the past and software issues in the past. We talked in previous episodes about that as well. Mishaps of software that have led to people dying. But I think probably the first big mishap will happen this year as well. Very public mishap of the use of AI and serve its interactions with infrastructure or something that’s very platform related, etc, that will have big impact that everyone will notice. That’s my prediction for the year as well. We’ll have the first big oops moment, as I would call it, for AI in this new age of full on AI. Bertrand Schmitt I would say first some perspective. I think today, people are not using AI directly for life and death decision, at least not that I’m aware. We’re not going to let AI fly a plane, for instance, tomorrow so you can be, reassured. At the same time, given there is such a race to AI, there definitely might be some mistakes. We were talking about the social network for AI agents, Moltbook. Apparently, all the keys used to secure the AI were shared by mistake because it was not properly locked down. We can see that indirectly, mistakes will be made for sure. Two, it’s highly probable that some people will trust AI too much to do some stuff, and this stuff might not work and might have some grave consequence. Hopefully, there is not so much of this. Hopefully, it’s mostly AI used for the good. But you’re right. I mean, at some point, the more we use the technology, the more there would be issue. I mean, it’s highly probable. Nuno Goncalves Pedro That will lead me to another prediction, which is, and we’ll talk about more of it later, but it probably will lead to the first significant movement in terms of regulatory environment certainly in the US at some point if it happens in the US in particular, where there will be some movement that will be like, “Hey, you guys can’t do this anymore.” Because this will probably emerge from mismanaged interfaces. From systems having access to stuff that they shouldn’t have access to in the first place. Talking a little bit more about what’s happening in AI. You’ve already mentioned some of the issues that relate actually to security and cybersecurity. We keep talking about AI. We keep talking about all these infrastructure pieces and platforms that are being built. I think we’ll have a lot more incidents like the one you just mentioned where things will be shared that shouldn’t have been shared, where people will break systems and get into it, etc. Let’s see where that takes us, which is a little bit ironic because, obviously, with AI, the promise is that cybersecurity becomes more robust as well because there’re agents working on our behalf on the cybersecurity side. There’s also agents working on the other side. Bertrand Schmitt It’s a constant race. It’s the attackers, defenders. Each time you have new technology, you have a new race to who is going to attack or defend the best. Each new wave of technology, it’s an opportunity to challenge the status quo. Nuno Goncalves Pedro The attackers have been winning, and I feel they’ll continue winning in 2026. I think it’s going to still be a year of attack. We’ll see more and more breaches, more and more stuff that will happen. Bertrand Schmitt I don’t know if they will win. I mean, it’s normal that they win once in a while. For sure, some infrastructure is not updated as it should. Some stuff are not managed as it should, so there will always be breaches. I don’t know if things are dramatically going to change because, again, everyone who cares who is going to update his infrastructure with AI for defense. There is no question that you have no choice. We will see. That I don’t know. For sure, AI will be used to attack directly with AI. Maybe you’re able to do bigger, larger scale attack. Or thanks to AI, you are simply able to create new type of attacks more easily. AI can be used behind the scene as a way to prepare and organise new type of attacks, even if it’s not used directly live in the battle. Nuno Goncalves Pedro One topic that we’ll come back to later is the geopolitics of everything, but maybe more broadly. On the geopolitics of AI, it’s very clear that we have an arms race going on. Obviously, the US on the one hand, China on the other hand is the two extremes, putting tremendous amount of capital into data centers just at the base of that infrastructure. Chipset development, chipset access, a huge theme in terms of the export restrictions, etc, that are being forced by the US. I think it will continue. From a European standpoint, obviously, they’re stuck between a rock and a hard place, to be very honest. Let’s see what happens on that side of the fence. My view of the world is that certainly from a US and China perspective, we’re going to see a lot more movements in 2026, like big movements. The Chinese movements we always see in delay.  It takes us a couple of months, sometimes even more than that to understand exactly what’s going on. I think we’re going to see some huge moves this year in terms of the States, the United States of America, and China really pouring capital into the creation of the next big winners around AI. I think the US is obviously more visible. We see a lot of these companies. We’ve just discussed xAI and its acquisition by SpaceX or merger. I don’t know what they’re calling it exactly. Effectively, on the China side, the movements I think are already very big. As I said, it will take a while to figure out exactly what those moves are. One thing that I propose is that at some point, China will have very little dependency on chipsets from the US. I’m not sure it’s going to happen this year, but I think the writing is on the wall. Irrespective of any other geopolitical issues that is coming to the fore at this moment in time. That’s one of the key areas or in arenas of fight. Bertrand Schmitt It makes sense. If you are China, you will look at what happened. You would think that you cannot just depend on the largest of one country. It makes rational sense, the same way it makes rational sense for the US to limit exports to China because there is value to delay some peer pressure that could use these technologies for good but also for bad. If you were an ally of the US, that would be one thing. But when you are not an ally of the US, that certainly should be a different perspective. Maybe one last point concerning agents, I think there will be a lot that will revolve around coding. We can see OpenAI with Codex. We can see Cloud with code. There was, of course, [inaudible 00:18:28] that was trying to be big on agentic coding. I think agentic coding was one of the big transformation in 2025 and is going to get bigger in 2026. I think for a lot of people who do coding, there was a radical transformation in terms of what you can achieve, what you can do, how much you can trust AI to help you code. I start to think we might see this year, the replacement of not just one AI replace one coder, but one AI replace a full team because of the new ability to manage that at scale. Coding might be a common activity where you are going to think about outcomes, think about objective, think about how you organise, but not really coding by itself anymore. A big change, like you used to code, directly your hand on the stuff, but step by step, everyone is going to become a manager of agent. I think in one year, we saw enough transformation to think that in the coming year, the transformation can be even more dramatic. Nuno Goncalves Pedro The big Hardware movements Now switching gears to hardware. Obviously, a lot of movements in 2025 and over the last few years. One piece of thesis that we’ve had long-standing at Chamaeleon is that we will see the emergence of AI devices. Some of them have been tremendous failures as we discussed in the past. I predict that we’ll have a couple of really interesting full stack AI devices in the market this year. Why does that matter? Because, as many of you know, obviously, there’s compute that can happen in data centers and cloud infrastructure all over the world, but also there’s compute that can happen at the edges. The more you can move to the edges and the more you can create devices that actually allow you to have user experiences that are very distinctive at the edge, the more powerful some of these devices might become. I predict Apple will not be the first to launch anything on this. I predict probably OpenAI, after the acquisition of IO, will maybe not launch something this year, but will announce something this year. I’ll step back on that prediction. They’ll announce something this year, but maybe not launch. But we’ll start seeing some devices that have some interesting value in the market, probably devices that are AI devices, but they are very focused on very specific user flows, and so very much adequate to specific activities. I won’t make a prediction on that, but I think areas that would make sense for that to happen would be obviously around fitness, health, et cetera, et cetera, where we already have the ascendancy of products like Oura Ring and others out there. Definitely, that’s one area that might have quite a lot of developments. I think AI-first devices, devices that are very focused on compute at the edges, providing user flows that are AI-enabled to end users, we’ll see a lot more of that and a lot more activity this year. Again, I don’t think Apple will be necessarily ahead of the game. Again, maybe OpenAI will give us something to at least think about and look forward to. Bertrand Schmitt First, I’m not sure it will be that transformational because if it’s not in your phone, in your pocket, there is only so much you can do with it, and there is only so much computing power you will have. I’m doubtful it would be really impactful this year. Nuno Goncalves Pedro I feel we’ve been discussing this shift of paradigm in input and output. For me, some of these devices could lead to that shift. Because, again, a mobile phone is not a great long-term paradigm for the usage that we have because it’s really constrained by the screen. The screen is really what takes most of the battery life away. If we didn’t have that screen, what could we do? If we have the block that is as big as a mobile phone, and it didn’t have a screen, it was just compute, that’s a mini computer, a microcomputer. Bertrand Schmitt That’s a fair point, but I don’t see that transformation this year. That’s really more my point. I can see that you can have AI-enabled smart glasses, and it’s clear there is a race to AI-enabled smart glasses. My point is more to go beyond the gadget, it would take quite a while. It would need to have cameras. It would need to analyse what you see. It would need to hear what you hear. Again, it might come, but then at some point, it would be okay, what do you do with it? We have the example of the movie Her. That’s showing Her what it could be. There are definitely possibilities. It’s clear that if you take the big VR headset like the Apple Vision Pro, there is a failure from that perspective in the sense that I think it’s a great, amazing device. The big problem is that it’s doing way more that makes sense. I think there will be a clearer separation between your smart AR glasses that has to be light, that has to be always unconnected, and that’s primarily there to help you make sense of the world around you. The true VR headset that doesn’t really require much in terms of AI, and it’s just there to immerse you in a different world. For this, we know, unfortunately, in some ways, that there is not a lot of demand for it. Maybe there is little demand because you are too hidden in your own world. The technology is not working well enough yet. There are a lot of reasons. But I think Apple trying to do both at the same time, AR and VR, with the Vision Pro, was a pretty grave structural mistake. I think we would see a clearer line of separation between the two. There is bigger market opportunity for AR glasses. That, I certainly agree. There is opportunity to connect that to a computing device. As you talk about, your glasses are your screen, your phone becomes something in your pocket connected to your glasses. Nuno Goncalves Pedro For me, Apple has their way of doing things. From the perspective of what you said, they normally really plan their devices. Even if it’s a big shift in terms of a new area, like they tried with the Vision Pro, and we criticised them for launching it as a device that should have been more of a dev device that they really launched as a full-on device, but that’s their playbook, classically. I think Apple needs to change how they put products out and how they experiment with those products, et cetera. I think they have enough money to be doing everything all the time and figuring it out. If they don’t want to put it out, then they need to do a lot more hell of testing internally with their silos, but they should be playing across all these arenas, VR, AR, everything. They just should put devices out that are either ready for prime time, or they should call it something else. They should call it like this is a dev device or whatever it is. Bertrand Schmitt I agree with you. My complaint is more that it was marketed as a consumer device when it was not. It was a true developer device. Two, they tried to mix the two at once, and it made no sense. No one is going to walk in their home or in the street with their Vision Pro on their head. You have to be deranged, quite frankly, to have use cases like this. I think that for me is a crazy mistake from a company like Apple that prides itself in pure UI, pure user interface, very well-designed device for one specific use case, not mixing the two use cases. We still don’t have Macs with a touchscreen, you know?  We still don’t have an iPad with a good OS that makes use of this great hardware. For some strange reason, they decided to mix everything in the Vision Pro with a device that weighs a ton on your head and is so uncomfortable. That’s why, for me, I’m like, “Guys, what is wrong? Why did you let this team run crazy?” I hope at some point, Apple will go back to the drawing board. My understanding is that that’s what they are doing. They are going to have two devices, one smart glasses, an evolution of the Vision Pro, just focus on VR. They might actually abandon the concept of the pure VR-oriented headset. Because, from a market size perspective, it might not be big enough for Apple, quite frankly. Nuno Goncalves Pedro I read on all of the above, and people at this point was like, “Why are then players like Samsung and others not doing it. LG, et cetera?” Because those players historically have not invented new categories. They’re amazing at catching up once the category is invented, and then they scale the hell out of it, and that’s what these companies have been exceptional at. I wouldn’t see a dramatic innovation, I think, in terms of devices coming from any of the big ones on that side of the fence. Not to disrespect them in any way, but I think that’s not been their playbook ever. Again, if the origination doesn’t come from a start-up or from an Apple, I don’t see those guys going after it. My bet is that we’ll see some start-up activity and, again, hopefully, some announcement from IO now within the OpenAI world. Bertrand Schmitt I would slightly disagree with you. I see where you are coming from. But take the Samsung Galaxy Note, that sudden much bigger headphone that no one was doing that was launched by Samsung, at some point, it forced Apple to launch an iPhone Max. Let’s look at the Z Fold that Samsung launched 7 years ago, copied by everyone. Now Samsung launching a trifold. Apple has still not launched their foldable phone. I think there is a mix, actually, of sometimes- Nuno Goncalves Pedro For me, that’s not a proper new category. It’s still a mobile phone. It just happens to have a screen that folds in half. Bertrand Schmitt The iPhone was still a mobile phone, you could argue.  Nuno Goncalves Pedro No. I think the iPhone was…  I could actually agree with you on that point. Maybe Apple is not as innovative in that case. I think what Steve Jobs was exceptionally good at in terms of his ability as this master product manager was to be an exceptional curator of user flows and user experiences, and creating incredible experiences from devices based on that. That was his secret sauce. Could you say, “Wasn’t all of this stuff already around?” It was. You just put it all together very neatly and very nicely. But if you’re talking about significant shifts in how a category is done, the iPhone was a significant shift in how the category was done. The Fold is still an interesting device. I actually have a Fold right now in front of me. The 7 that you highly recommended to me that we both got, the Z Fold 7. I think they do amazing devices. I don’t think they normally are the most innovative players. Then, when they come to innovation, it comes from technology edges. Obviously, they have Samsung Display, there’s a bunch of other things. They had the ability to do foldable screens in-house themselves. Bertrand Schmitt I don’t disagree with you. I think there is an interesting situation where some companies have some strengths, another one has some strengths. My worry with Apple is that this was not demonstrated with the Vision Pro. The Vision Pro was a hot pot of technologies barely integrated together, with use cases absolutely not well-defined and certainly not something that makes sense for most of us. There is a question of has Apple lost it? While Samsung actually keeps doing their own stuff, that, yes, might be more minor improvements, but at least they are doing it. Because it looks like Apple is missing the train on even the minor improvements. By the way, you might not be aware, but Samsung launched its Vision Pro competitor. Interestingly enough, it might be a better product in some ways, being much lighter and much more comfortable. Nuno Goncalves Pedro We should play around with that and report back to our listeners. Of Start-ups and VCs Moving to venture capital and the startup ecosystem and what’s happening there, I think it is very much a bifurcated environment, and it’s bifurcated for both VCs and for startups. If you’re a startup in the AI space, and you have the hottest team since sliced bread, and you can create FOMO at the speed of light, you can raise ridiculous rounds. Five hundred million at the $3 billion, or $4 billion, or $5 billion valuation, and you still haven’t really even started. First round, you can raise 500 million. That’s back to the whole discussion on Bubble and where are we, et cetera. Some of these companies might actually become huge, some of them might not. But definitely, we are seeing really the haves and have-nots on the startup ecosystem with incredible teams raising a lot of money very, very early on or mid-stage if they’ve already existed for a while, and then the rest not being able to raise. We see a lot of non-necessarily AI sectors, some of the areas of SaaS that don’t necessarily have AI in it, or fintech, or the consumer space that are really, really struggling. If you don’t have an AI story for your startup right now, it’s extremely difficult to raise money unless your numbers are just the best numbers ever. That’s, I think, the first part of the element of bifurcation that we’re seeing today. The second element of bifurcation that we’re seeing today in terms of fundraising is for VCs themselves, and really propelled by the large VC firms raising more and more capital in recent orbits, announcing 15 billion across funds raised. Lightspeed, I think, had made an announcement a couple of weeks ago as well. They’ve raised a bunch of money as well. The big guys are all raising a lot of money. At some point in time, the question some of you might ask is, “These VCs are redeploying more and more money if they have a couple of billion for a VC fund. How does that look like? Is that still VC?” My perspective, I’ve shared before in some of our previous episodes, is that that’s no longer venture capital. At that point in time, we’re talking about something else. Private equity hedge funds, if you want to call them, maybe funds that are really driven by growth investment or late-stage investment. If you have a couple of billion under management, you’re not going to make your returns by writing a $3 million check in a series seed and leading that round.  That has implications for everyone in the ecosystem. It has implications for smaller funds that obviously have a lot more difficulty in raising capital. It’s difficult to differentiate. Last but not least, also for startups that really continue searching for that capital that is out there. Andreessen Horowitz, for example, runs Speedrun, which is a great program for companies around consumer in particular. Initially, it was a lot for gaming. But at some point in time, Andreessen Horowitz could decide that they don’t want to invest more in you. They just put money from Speedrun, which is obviously a very small check compared to the very large checks they could write mid to late stage and that will have an effect on you as a startup. What happens at that point in time if Andreessen Horowitz is not backing you up in later stages? More than that, what happens if I can’t get these big funds interested in me? Are the small funds still valuable to me? Punchline, my view is yes. Obviously, we’re a smaller fund, so there’s parochial interest in what I’m saying. Small funds can still create a ton of value for you, also in terms of credibility, ability to accompany you in those first stages of investment, and the ability to bring other larger investors later down the road as well. There’s definitely a big movement happening in terms of the fundraising for VC funds, which we shouldn’t neglect, which is the big guys are raising a lot more capital and are therefore emptying the market to smaller funds that are having more and more difficult raising at this point in time. We had discussed that there would be a need for concentration in the industry, that micro funds would need to concentrate, and we didn’t have the space for so many micro funds as we had around. But the way it’s happening is extremely dramatic at this moment in time. I think it will continue through 2026. Bertrand Schmitt Remember a few years ago, with the rise of AI, there was more and more of the question about, “What’s the point of SaaS at this stage?” Because SaaS was around for 15 years. Basically, how do you come up with something new that was not already tested, validated by the market? How do you bring something new? We say this was reinforced to the power of 10. If your product is not clearly built from the ground up for a new use case enabled by AI, anyone could then might have built your product 5, 10 years ago, and therefore, why now has no clear answer, and it’s a big problem. I’m still surprised myself to still see some entrepreneurs where you talk to them about AI because you don’t see them in the deck, and they explain to you, “It’s not yet there,” and you’re like, “What’s wrong with you guys?” Fine. Do whatever you want. Do a small business and whatever, but don’t think you can come up pitch and raise without an AI story. The second category is people who come with an AI story, but you can feel very quickly, I guess you saw that many times, Nuno, where just a story layered on top with little credibility. It’s not better. It’s not enough to just have a story. Your business needs to be radically built differently or radically proposing some brand-new use cases that were impossible to solve 5 years ago. Nuno Goncalves Pedro To stack up on that, absolutely in agreement. If you’re just adding to the story, and it’s an afterthought, and you’re just trying to make the story somehow gel, once you go into one or two layers of due diligence, your investors will very quickly realise that you’re not really AI-first or dramatically AI-enabled or whatever. It’s just you’re sort of stacking something on top of another thesis. It needs to make sense from the product onwards. It’s not just, let’s just put it together with chewing gum, and magically, people will give you money. It was true also if we remember the good old crypto blockchain days, where everyone’s investing in crypto. A lot of stories that didn’t make much sense. In that sense, it’s not very different. I would go one step further. I think in the world of the VC winter that we’re a little bit in, where it’s more and more difficult if you’re a smaller fund to raise your fund at this moment in time, there’s a lot of sources of distinctiveness still talked about, like proprietary networks, access to deal flow, fast track record, all that stuff that really, really matters. But our bet continues at Chamaeleon continues being that you need to be AI-first as a VC fund yourself. You need to have core advantages in using not only readily-available AI tools or third-party available AI tools, data sources, technology stacks, but actually building your own stack over time, which is what we did with Mantis at Chamaeleon. Again, just to reinforce that, I think we’re at the beginning of that stage. We, Chamaeleon, are ahead of the game, but we think that the rest of the market will have to move towards that as well. Still, to be honest, very surprising to me to see that many significant large players are doing very little still around some of these spaces. They have data scientists. They’re running some tools. They’re running some analysis and all that stuff, but it’s still, again, back to the point I was making for startups, all glued up with chewing gum. It doesn’t all come together nicely, which it does need to from a platform standpoint. Bertrand Schmitt It’s quite surprising. I agree with you that some VC funds might think that they can do business as usual in that brand-new world. It’s difficult to believe. Nuno Goncalves Pedro Maybe moving a little bit toward the capital formation piece. We already discussed the M&A space really accelerating. We’ve also discussed the IPO market and some predictions on that. Secondaries, there’s obviously a lot of liquidity coming from secondaries from mid to late stage. I think it will continue throughout the rest of 2026. A lot of activity in buying, selling in secondaries as some asset managers are becoming more distressed, as some very high net worth individuals and family offices are becoming more distressed as well, at the same time, where there’s a lot of opportunities to potentially arbitrage around some investments. I believe a lot of money will be made and lost this year by decisions made this year, just to be very, very clear in terms of equity, purchases, et cetera. Exciting year ahead of us. Definitely a very, very interesting market ahead of us. Secondaries, M&A, growth, and late-stage investing, also, early-stage investing will continue just for those that were wondering. Last but not least, the public markets, the IPO market as well. Bertrand Schmitt One of the big questions for the IPO market would be, will SpaceX go public? Would it be good for the startup ecosystem? Because suddenly that they go public, it would be to raise money. If they raise money, will there be any money left for anybody else? That would be an interesting test of the market. For sure, it would be proof that market are risk on financing a new IPO like this one. Or as you said, maybe there is no IPO, and it’s a merger with Tesla. Time will tell. Nuno Goncalves Pedro Regulatory & Geopolitical Headwinds… and the Wars Moving maybe to our topic of regulation and geopolitical headwinds, as we’re seeing … definitely not tailwinds. The Google antitrust verdict and, obviously, the remedies are expected to come forward now, and a lot of people are saying, “There are some risks of structural separation.” What do you think? Is it cool, but nothing will happen in the end dramatically? Alphabet or Google? I’m not sure, actually. It’s Google LLC. I think that’s the case. It’s The United States versus Google LLC. Bertrand Schmitt I’m not sure. Personally, I’m not a big fan. I think there needs to be a better way to manage some anticompetitive behavior. I’m not a big fan. There was this temptation to do that for Microsoft 25 years ago. Look at what happened. No one needed to buy Microsoft to leave space for others. I see the same with Google, and I guess they are happy to not be the number 1 in AI today, but to have an open AI in front of them. Even if they are doing a great job, by the way, to move forward and go faster and faster. Personally, quite impressed now with some of what they have released. Gemini 3 is doing great from my perspective. I’m not a big fan of this. I think to be clear, it’s important that bigger companies don’t behave anticompetitively, but at the same time, we need to find the right approach where it’s not about breaking these companies, and it’s also not about forbidding them to do acquisitions. Because then you end up with what NVIDIA just did with a $20 billion acquihire IP licensing type of acquisition, because they didn’t want to have the uncertainties. They didn’t want to wait 1–2 years in order to acquire the people and the technology, so they organised it in a different way. But I don’t like that. I think they should be able to acquire companies without facing so much uncertainty. To be clear, it’s not new. Uncertainty when you are Google, NVIDIA, or others, it happens. It has happened for a decade plus, 2 decades. I think there needs to be, for sure, some safety valves. At the same time, we want an efficient capital market. An efficient capital market need companies that can acquire other companies. If you don’t do that efficiently, it will be worse for the entrepreneurs, it will be worse for the investors, it will be worse for everybody. I think we have not reached a good equilibrium from my perspective. We need more efficient acquisition process. And at the same time, we need to also enforce faster anticompetitive behavior. Because what you talk about concerning Google, this is a case that was what? That is 10 years old. You see what I mean? This is way too long. If you’re a startup, you are dead by then. It’s like the story of Netscape facing Microsoft. They were dead long after the fact. I think we need a different approach. I’m not sure the best answer. I’m not sure we’ll get a better approach. There are probably too many vested interest. My hope is that it will get better with this current administration because, certainly, the past administration was very anti acquisition and efficient markets. Nuno Goncalves Pedro We’ve talked about the European Union AI Act a bunch of times, so I don’t want to spend too many cycles on that. The only effect that I would say is we are seeing in very slow motion the splitting of the Internet. I once had Tim Berners-Lee, by the way, shouting at me that we were going to break the Internet when we were applying for the .mobi top-level domain. I was part of that consortium that eventually did get the .mobi top-level domain, and I had him shouting at us. But, apparently, this is going to split the Internet, Tim. So in case you’re listening. Because it will create all these different rules. If your data is relating to consumers there, then it’s treated in a different way, and The US is… Well, obviously, we have the case of California with its own rules and laws. I don’t know. I feel we’re having a moment of siloing that goes beyond economic and geopolitical siloing. It will also apply to the digital world, and we’ll start having different landscapes around it. We’ll see how this affects global expansion of services, for example, around AI, particularly for consumer, but I don’t foresee anything dramatically positive. Recently, we had the whole deal around TikTok finally having a solution for their US problem where there’s now a US conglomerate magically that owns it. The conglomerate doesn’t magically own it, they just straight up own it for the US. But it was driven by many of these concerns around data ownership. Where’s the data? Where is it based? I think a lot of other concerns that have to do with the geopolitics of China, obviously, being the basis of ByteDance, the owner of TikTok, that still is a significant owner, by the way, in TikTok in US. Then also the interest in the economics of making money out of something as powerful as TikTok, to be honest, in The US. Just to be clear, I don’t think this was all about the best interests of consumers. It was also about money. Just follow the money. Bertrand Schmitt There are for sure, some powerful interest at play. But let’s be clear. I think one is data, as you rightfully said, but the other one is algorithm. It’s not as if China is authorising any competitor on its territory. They have blocked access to most of the Internet platforms from the US, either finding new rules or just trade blocking them. So I don’t think it’s fair competition. You don’t want some of that data in China about the US or European consumer. Three, it’s about the algorithm. If suddenly, you are a foreign power, and you can as we know in China, you better follow what’s required of you from the Chinese Communist Party. You cannot take a chance with influencing other stuff like elections in other countries. It’s fair from the US perspective. One could even argue it’s fair from a Chinese perspective to want that. I think the only one in the middle who doesn’t really know what they want is Europe because on one side, they want to benefit from American platforms, on the other end, they want to have some controls. On the other end, they don’t create the environment for startups to flourish. So in that weird situation where they have to accept some control by the big US providers and either provider of underlying infrastructure or provider of consumer business facing services. Then they try to regulate them. But I think they are misunderstanding the power relationship, and I think some of this regulation would get some blowback, at least by the current administration. Just, I believe, this morning, there was some news around X being under a criminal investigation in France. This is not going to end well for the French startup and VC ecosystem. This is not going to end well for France and Europe when you depend so much from your American friends. Nuno Goncalves Pedro Regulation will be weaponised. Regulation constraints around exports, all of this will be weaponised geopolitically, and the bigger guys will normally win. I think that’s normally what we’ve seen. Just on TikTok just to… And you guys, if you’re listening to us, just see if you see a pattern here, but obviously, 19.9% still owned by ByteDance of the TikTok entity in the US. It was initially said that 80% of the TikTok entity is owned by non-Chinese investors. Initially, people were saying US investors, and then they changed it to non-Chinese because MGX, I think, has 15% of it. MGX is based in the UAE, connected obviously to Mubadala, the Abu Dhabi sovereign wealth fund. Silver Lake is in there, I think, with 15% as well. Oracle as well with 15%. Those three are the big bucket owners together, 45%. Silver Lake having collaborated with MGX before, and I’m sure a lot of connectivity there. Then you still see a pattern in this in terms of shareholders. If you don’t, then just Google it. Dell Family Office, Vastmir Strategic Investments, which is owned by billionaire Jeff Yass, Alpha Wave Partners, obviously involved with a bunch of things like SpaceX and Klarna, Virgoli, Revolution, which is Steve Case’s, a former founder of AOL, is also in there. Meritway, which is managed by partners, I think, of Dragonair. Vinova from General Atlantic, an affiliate of General Atlantic. Also, NJJ Capital, which I believe is Xavier Nil, the French billionaire that founded Iliad. Mostly American, I think, if the math is correct. 80% non-Chinese, which was what mattered, I think, in many cases. But do see if you saw a pattern in most of those investors. I won’t say anything more than that. Maybe moving to other topics, maybe just to finalise on regulation and geopolitics. In geopolitics, we should talk about wars if we predict anything. Not that we are nasty and one want to be negative, but what the hell is going on? Will we have ending to the wars we already have ongoing or not? But before that, the struggles on the App Stores, I think, will continue both for Apple and for Google Play Store. The writing’s on the wall, the EU keeps pushing it dramatically and Apple keeps just doing stuff. I’m on the board of an App Store company. Apple just creates all these things that basically make you not really… It doesn’t work. You can’t provision then an App Store on Apple devices. On iPhones, et cetera. We’ll see how that will continue going, but I feel the writing’s on the wall. Both Apple and Google will have to open up a bit more of their platforms. I’m not sure it will have a huge impact in the medium to long term, but definitely we need to see more openness in access to apps as given by the two big platform owners, Apple and Google, out there. Bertrand Schmitt Let’s be clear. Google is way more open than Apple. We both have Android devices. You can install alternative app stores. It’s a different ballgame by very far. Nuno Goncalves Pedro Google does other nasty stuff. It’s public. You can check which board I’m a part of. You can see what that company has done towards Google over time. But to your point, yes. It is true that Google has been more open than Apple, but Google has done their own things. Just to be very clear, so I’ll just leave that caveat bracketed there for people to think about it and maybe read a little bit about it as well. Bertrand Schmitt I can say that, me, from my perspective, that path of total control that Apple has been going through on all their devices, that includes macOS, pushed me to, over the past 2, 3 years, to completely live and abandon the Apple ecosystem. I just couldn’t accept that level of control, that golden handcuff approach of the Apple ecosystem, each their own obviously, they are golden, their handcuffs, but they are still handcuffs. Personally, that pushed me way more to Linux, Android, Windows, back to Windows after all these years. I just couldn’t stand it anymore. I want to pick my devices. I want to pick what I install on them, and I don’t want to be controlled like this by just one entity for all my tech devices. For me, at some point, it was just not acceptable anymore. It’s still very warm, very golden handcuffs, but for me, they were just handcuffs at this stage. Yes, what they are doing with the App Store is very typical of that mindset. I think it’s quite sad because I think it started with good intention in some ways. “We need a new computing paradigm, we need to make things smoother and safer,” but it has really become a way to control your clients. For me, it has reached a point where it’s just way too much. Nuno Goncalves Pedro There’s obviously the great power comes great responsibility that uncle Ben told Spider-Man or Peter Parker. But there’s also with great power comes shitload of money, and control. So it’s like, “Yeah. Should we open the server? Do we want to delay opening it up?” “Yeah.” Anyway, it is what it is. Maybe let’s end on the more difficult note of the episode, which is going to be around wars. What’s our prediction? Will we have an end to the Gaza situation with Israel? Will we have an end to Ukraine and, obviously, Russia? What will happen in Iran? Those are the three big, big conflicts right now. Then, obviously, if we want to add just bonus points, what’s going to happen to Greenland, and what’s going to happen to Taiwan, and what’s going to happen to Venezuela? Let’s throw the whole basket in there. We’ve never had like… Let’s talk about all these territories and all these countries. At some point in time, I’m saying this in a light manner, but it’s obviously more tragic than it should be light, and people are dying, and there’s a lot of implications of all of that that is happening right now. Do you have any predictions, Bertrand, for this year? Bertrand Schmitt No. It’s tough to predict on an individual basis. I think on a more bigger picture basis is on one side, obviously, the rise of China on one side. You have also the rise of other countries like India, while very indirectly connected to some of these conflicts are still part of the game, buying oil from Russia, for instance. At the same time, I think overall, the US is more clear about with the sheriff in town. I think it’s good because in some ways, you cannot pay for the goods, you cannot have such a massive advantage versus nearly every other country on earth and just not be clear about who is the boss in some ways. As a result, what are the rules of the game and how it should be played? The US is not alone, obviously, you have China, you have Russia, you have India, you have Europe. You have different other countries. But at some point, it’s not good when countries are not rational and are not clear. I think I prefer the current situation where things are more clear and where you have to assume responsibilities about what you are doing. It’s time to be rational again about how the world behave. Yes, the concept of power and balance of power. I think there has been that dream, maybe mostly coming from Europe, about the end of history. I think that’s simply not the case. It’s not the end of history. It’s still about the balance of power. It has always been about the balance of power. If you are dumb enough to think it was not about that anymore, I just have a bridge to nowhere to sell you. I don’t have specific prediction, but I think it’s clear there is a new sheriff in town. There is a new doctrine about the Western Hemisphere that has been in some ways resurrected on the [inaudible 00:51:35] train, and I think we’ll see more of it. I think at this point, the biggest question is for the Europeans. What do they want to do? Because right now, their position of being a dwarf militarily while being a pretty big giant economically, I don’t think it works. Nuno Goncalves Pedro I agreed on everything that you said. I do have predictions. I’ll stick a flag on the ground just with my predictions. Bertrand Schmitt Good luck. Nuno Goncalves Pedro They are mostly positive. I do think we’ll see an end or, for the most, end to the two big conflicts, the one in Gaza and the one in Ukraine. I think Ukraine will end up in readjustment of territory and splitting between Russia and the Ukraine, but the end of hostilities, I think that we will see an end to the conflict in Gaza also with a readjustment on what that will mean for the Palestinian territories and the Palestinians in general. That I’m not sure, but I feel that there will be an end to those two big conflicts. Iran, I have no clue. I will not put a stick on the ground that I have no clue. There are so many things that could go wrong there. I’ve been reading some really interesting thoughts about even some aggressive thoughts that this might be the time to really change regimes in Iran and for the US to have a bit more of an aggressive stance. I really don’t have a perspective. Obviously, there’s a lot at stake there. Then, if we talk about the other parts, Greenland, I will not opine too much on. Maybe we’re done for now. Maybe there’ll be some other concessions to the US that weren’t already there in the ’50s. Taiwan, I won’t bet either. I’m sad to say I think it might happen at some point in time, but I’m not sure when and what would drive it. Last but not the least, Venezuela is my only really negative prediction. I feel it will continue to be a significant dictatorship as it was before managed enough by other people with the difference now that it has a tax to be paid to the US in the form of oil of some sort, etcetera, and maybe gas, maybe other things as well that it didn’t have before. That’s probably my most negative prediction for the coming year on the geopolitical side. Bertrand Schmitt Without going into detail, I would mostly agree with what you shared. At least that makes sense. But as we know, it’s not always what makes sense, but what might happen. I can tell you 100% I would not have guessed this operation against Maduro. This was so well done, well executed, and shocking at the same time that it’s… I think it shows that it’s hard to guess some of this stuff because there are certainly some new ways to wage limited war, for instance. So it’s certainly interesting, and we certainly need to get used to pretty bombastic statements. But for Venezuela, I don’t think it can be worse than what it was before. I’m probably more optimistic that gradually it can get better. Nuno Goncalves Pedro Just to put perspective on why we’re not making predictions on some of these elements, I think this is a funny story, but I was in Madeira. Actually, first time I was in Madeira, although I’m originally from Portugal. I’ve never been to the islands. Obviously, as you guys know, or some of you might know, there’s a lot of connection between Madeira and Venezuela. There’s a lot of immigration from Madeira Islands to Venezuela. One of my Uber or Bolt drivers there in Madeira was Venezuelan. Was born in Venezuela, but Portuguese descent, et cetera. He was telling me this was still last year. Late last year. Because I told him I lived in US, et cetera, and he was like, “Oh, hopefully, Trump will get Maduro out of there.” In my mind, I was like, “Dude.” No disrespect to the gentleman, but it’s like, “Okay. Mike, your perspective on geopolitics is maybe a little bit exaggerated.” And a couple of days later, we know what happened. When geopolitical decisions are better predicted by some probably very astute Uber drivers, you’re like, “Maybe I shouldn’t make a bet. I have no clue what’s going to happen, no clue what’s going to happen in Greenland, et cetera.” Anyway, a couple of predictions on that element. Bertrand Schmitt That’s why it’s so right. You have to be careful with the prediction, but it doesn’t remove the fact that I think nations and companies that have to play a global game have to understand in some ways what is the game, what are the powers in place, what could happen potentially, but also be realistic. Not be about wish and dreams, but more about, what’s the power relationship? Who has the money? Who has the means? Who has the capacity to do this or that? Because if you start that way, at least the scope of what’s possible, what’s reasonable is more and more clear more quickly. Some stuff like happened with Maduro, I would never have predicted, but for sure, if there’s one country that can do this sort of stuff, it’s the US. I’m not sure anyone has a technology and the means in terms of support infrastructure to do something like this. It’s tough to predict what will happen a year from now for any specific country, but I think that even trying to get a better understanding about the forces in play and their capacity and understanding and accepting that at some point, it’s all about real politic and relationship of power, the more your eyes would be wide open about what’s possible versus simple, wishful thinking. Nuno Goncalves Pedro Fintech, Crypto and Frontier Tech Moving maybe to our last section around fintech, crypto, and frontier tech. For me, just two very quick predictions, views of the world. I think on the frontier tech side, I won’t make a prediction. I will just tell you all to go and listen to our episodes, the one on infrastructure, which is immediately prior to this one, and the episodes that we’ve had around a couple of other topics including AI, what’s the future of your children, because I think they illustrate a lot of the points that we’re seeing and manifesting themselves over the next year and over the next 2 or 3 years as well beyond that. I feel those tomes are complete in and out of themselves, so you can just go and listen to them. Then my second comment is on crypto. I feel crypto has become of the essence, particularly under the current administration in the US, very favored. Obviously, we are now in a world where crypto is just part of the economic system, and I think we’ll see more and more of that emerging, and in some ways, crypto is becoming mainstream. Question is what blockchains will be the blockchains of the future? Obviously, there’s a bunch of bets put out there. We, ourselves, as Chamaeleon, have one investment in one of the significant bets in the space. But besides that, who’s going to win or not, we feel that we’re past the crypto winter. It’s now mainstream days, and we’ll see a lot more activity in there. Bertrand Schmitt I must say with crypto, I’m a bit confused. As you say, we are past the crypto winter. There is much less uncertainty in regul

In Episode 8 of Space Revolution, Lt. Gen. (Ret.) Steven L. Kwast shifts from theory to practicality, explaining how the future space economy will actually be built. Using a visual walkthrough of the SpaceBilt concept, Kwast breaks down the logistics of constructing satellites and infrastructure directly in space using modular “LEGO-style” components, robotic assembly, and reusable launch systems pioneered by companies like SpaceX. Instead of fragile satellites built on Earth and launched fully assembled, this model sends modular parts into orbit where robotic factories construct satellites in a single day. The approach dramatically lowers costs, allows refueling and repairs in orbit, and enables satellites to be reconfigured or upgraded instead of becoming space junk. Kwast also explores how maneuverable satellites, modular payloads, and AI-assisted robotics could transform everything from lunar monitoring to space debris recycling. These systems could create an entirely new commercial marketplace in space where companies rent payload space, swap technologies as innovation advances, and build massive structures through modular assembly lines. The episode closes by emphasizing that leadership in space will shape the rules of the next economic frontier, making innovation, security, and responsible stewardship critical as humanity expands beyond Earth.

durée : 00:05:09 - Avec sciences - par : Alexandre Morales - Un panache de lithium a été détecté en haute atmosphère en février 2025. Après analyses, des scientifiques allemands affirment qu'il aurait été causé par le retour raté d'une partie d'un lanceur réutilisable Falcon 9, de l'entreprise SpaceX d'Elon Musk. - invités : Nathalie Huret Physico-chimiste de l'atmosphère, professeure des universités à l'observatoire de physique du Globe de Clermont de l'université Clermont Auvergne et du CNRS

【遠雄樂元】 北屯捷運X好市多 雙首排 ➤早鳥首付55萬起 旗艦級新地標 21-39坪，北屯機捷總站20米，好市多60米，出站即到家。2147坪新世代遊園宅，全齡化公設✦ 早鳥輕入住 https://sofm.pse.is/8stzlc －－－－以上為 SoundOn 動態廣告－－－－ ◎今日主題：載板元年低軌道衛星你跟上了沒? ◎今日來賓：前政府基金操盤手 黃豐凱 凱哥 黃豐凱老師，江湖人稱「暖神凱哥」，是政府四大基金的操盤手。憑藉超過20年的法人圈資歷，精通股票的基本面和籌碼面。 ○在全球科技競賽持續升溫的此刻，一場來自太空的產業革命正悄悄改變我們的生活。從高速衛星網路、智慧通訊，到未來物聯網與自駕交通，低軌道衛星正逐步建構起一張覆蓋全球的「天空網路」。而在這場太空通訊的關鍵競賽中，一個看似低調卻極為關鍵的角色——「載板」，正成為科技產業鏈中的重要核心。隨著國際大廠積極布局低軌道衛星市場，相關供應鏈也迎來爆發式成長機會，許多人更稱今年是「載板元年」。 那麼，低軌道衛星究竟為什麼突然成為全球焦點？從SpaceX到各國政府計畫，這股太空產業浪潮會如何改變未來十年的科技版圖？而在投資市場上，載板產業為什麼被視為關鍵受惠者？對於一般投資人來說，這是短期題材，還是長期趨勢？ 今天的節目，我們就要帶大家一起看懂低軌道衛星背後的產業邏輯，解析載板為何成為兵家必爭之地，也幫助大家在快速變動的科技投資浪潮中，找到屬於自己的機會與方向。準備好了嗎？一起抬頭看看天空，也看看下一波科技成長的新機會。 一起來聽聽凱哥的專業分析 ▶凱哥粉專：https://www.facebook.com/GoRichKevin/mentions/ ▶朱衛茵粉專：https://reurl.cc/OG73jy ▶歡迎下載飛碟新 APP IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶網路線上收聽（飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客：https://bit.ly/3gCTb3G KKBOX：https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區：FM92.1 ‼️中彰投、宜蘭地區：FM89.9 ‼️高屏地區：FM103.9 -- Hosting provided by SoundOn

Elon Musk is betting big on artificial intelligence. But is this a visionary leap forward, or a high-stakes gamble? His latest move is to merge SpaceX with his A.I. lab xAI, consolidating his companies' finances and laying the groundwork for something even more ambitious: satellite data centres designed to push A.I. development into space.Zoë Grünewald is joined by The Economist's US technology editor Henry Tricks to unpack Musk's moves, what it means for the world's richest man, and whether this enormous bet on A.I. could end up putting his empire on the line. www.patreon.com/bunkercast  Written and presented by Zoë Grünewald. Producer: Liam Tait and Sophie Clark. Audio production: Robin Leeburn. Music by Kenny Dickinson. Artwork by James Parrett. Managing Editor: Jacob Jarvis. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production. www.podmasters.co.uk  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Artemis 2-5 has a new gameplan. Scientists may have a new way to provide oxygen to lunar and Mars missions. Martian soil may have a self defense against microbes from Earth. Become a supporter of this podcast: https://www.spreaker.com/podcast/made-of-stars--4746260/support.

Dan Nathan interviews veteran tech investor Dan Benton about how tech investing has changed since Benton's 1991 “20 rules” at Goldman Sachs and why he's releasing new “2026 rules,” alongside launching a Substack. Benton contrasts a pre-internet, sell-side, information-advantage era with today's commoditized data, retail tools, and faster markets, arguing investors now differentiate by identifying secular themes and sticking with them. He emphasizes tech as “the market,” the need to respect the Fed, and that momentum in tech is driven by multi-year estimate trajectories, revenue acceleration, and operating leverage, with valuation often secondary until growth decelerates. They discuss stock-based compensation distorting earnings quality, rotations within AI beneficiaries, crowding and risk-off selloffs, and uncertainties around hyperscaler CapEx and OpenAI's private-market marks. The conversation covers SaaS disruption risk, Tesla and SpaceX “selling the future,” China's advantages, and why markets are faster but not smarter. Links Rules For Tech Investing (1999 Edition) Follow Dan's SubStack: substack.com/@danbenton —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

4:10:47 – Frank in New Jersey, plus the Other Side. Topics include: SpaceX rocket launch – will I see it from my darkened kitchen?, a day and a night later, lunar eclipse, sound of the distant highway, the walk to the bus stop, Iran, snacks, Port Authority Bus Terminal, Gate 209, deeper narratives, The Firesign Theatre, next […]

＜目次＞(0:00) エル・セグンドにいるMihoさんとArbor Energyの紹介(5:35) 調布からの生活で感じた危機感(8:19) グリーンカードの抽選に当たるミラクル(13:00) アメリカに住むために親を説得させるためのプレゼン(14:11) まずは住む場所から探す(15:43) NOVA3級の英語でどうアメリカで生活したのか？(19:16) グリークラブに入れた良さ、ホームシックに1度しかならなかった(23:43) コミュニティカレッジから南カリフォルニア大学まで(26:45) フライトアテンダントになる夢がエンジニアになる夢へ進化(29:46) 大学のロケットクラブで何をするのか(36:44) GEに入る時のハッスル、GE Japanでの経験(41:20) 日本国籍を無くしてしまったMihoさん(44:34) 5万人いるGEから少人数のスタートアップへ(47:28) SpaceXの対抗的なカルチャー(50:21) Rivian時代でのコロナのサプライチェーンの大変さ(55:25) Arbor Energyにジョインした理由(59:33) 後編ではエル・セグンドやSpaceXマフィア話！Miho Onuki Bealhttps://www.linkedin.com/in/mihoonuki＜About Off Topic＞Podcast:Apple - https://apple.co/2UZCQwzSpotify - https://spoti.fi/2JakzKmOff Topic Clubhttps://note.com/offtopic/membershipX - https://twitter.com/OffTopicJP草野ミキ:https://twitter.com/mikikusanohttps://www.instagram.com/mikikusano宮武テツロー: https://twitter.com/tmiyatake1

With 2026 set to be a record-breaking year on the IPO front, our guest Greg Martin, Founding Partner of Liquid Stock, weighs in on what he sees over a range of high-flying companies from SpaceX to OpenAI. He also discusses the pain point his company aims to solve: helping employees tap into their liquidity during the often long ramp-up to a business going public.

השבוע בפודקאסט "המרקרים" ננסה להביא את הזווית של הציבור האיראני לאירועים הדרמטיים מהשבוע האחרון ולחיסולו של המנהיג העליון, עלי חמינאי. גיא רולניק משוחח עם העיתונאי והפרשן האיראני, הומאן מאג׳ד, שסבור שהסיכוי להחלפת המשטר רק באמצעות הפצצות מהאוויר נמוך מאוד. ״למרות שכולם שונאים את המשטר - אין לו באמת חלופה. החברה תלויה בו. מיליוני אנשים תלויים בו לפרנסתם״. עוד ב"מרקרים" השבוע, גיא משוחח את רעי גופר, אחד משלושת היזמים שהקימו את חברת חיזוי מזג האוויר באמצעות לוויינים חדשניים - tomorrow.io, שגייסה בחודש שעבר 175 מיליון דולר לפי שווי של יותר ממיליארד דולר. על ההתפתחויות הטכנולוגיות בתחום החלל והלוויינים, הפרטת תחום חיזוי מזג האוויר ועל אילון מאסק ו-SpaceX השולטים בשוק שיגורי הלוויינים.See omnystudio.com/listener for privacy information.

4:10:47 – Frank in New Jersey, plus the Other Side. Topics include: SpaceX rocket launch – will I see it from my darkened kitchen?, a day and a night later, lunar eclipse, sound of the distant highway, the walk to the bus stop, Iran, snacks, Port Authority Bus Terminal, Gate 209, deeper narratives, The Firesign Theatre, next […]

Sign up for Babel to earn $15! >> https://dashboard.babel.audio/sign-up?referrer=vVDO6yebQQK4LiZ8SQV2Nw.7Q3oJEnZ&referrerName=WilliamIn a major strategic restructuring, Elon Musk is consolidating his business empire by merging his artificial intelligence startup, xAI, with his aerospace company, SpaceX. To prepare for an initial public offering of the combined entity—potentially valued at $1.75 trillion—the firms are moving to eliminate a massive $17.5 billion debt pile. This financial cleanup includes a $3 billion early buyback of junk bonds at a premium to satisfy investors and improve the balance sheet. Significant global backing has fueled this transition, notably a $3 billion investment from the Saudi-backed firm HUMAIN, whose stake has now converted into SpaceX equity. Additionally, the social media platform X is showing signs of recovery, reporting its first major revenue increase since Musk's acquisition. These maneuvers collectively aim to position SpaceX for a historic public debut as early as mid-2026.

SpaceX is preparing for potentially the largest IPO ever. What should they do with their Bitcoin? Elon Musk's SpaceX is preparing for a confidential IPO filing as soon as March, targeting a record-breaking $1.75 trillion valuation. The S-1 filing will reveal 8,285 BTC on the balance sheet. With prices down, the rocket company is sitting on hundreds of millions in paper losses. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/coindesk. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

SpaceTime with Stuart Gary Gary - Series 29 Episode 26In this episode of SpaceTime, we delve into NASA's postponed return to the lunar surface, a remarkable hypersonic test flight by an Australian company, and the fascinating hidden chemistry at the heart of the Milky Way galaxy.Nasa's Lunar Return DelayedNASA has announced a significant delay in its plans to return humans to the lunar surface, pushing the Artemis 4 mission to 2028. The upcoming Artemis 3 mission will focus on testing systems in low Earth orbit instead of conducting a lunar landing. NASA officials emphasize the need for a methodical approach to ensure the safety and success of future missions, including critical tests of lunar landers from SpaceX and Blue Origin. This strategic shift aims to facilitate at least one major lunar landing annually starting in 2028.Successful Hypersonic Test FlightAn Australian scramjet has achieved a successful test flight, propelling the Dart hypersonic aircraft to speeds exceeding five times the speed of sound. This milestone underscores the potential of scramjet technology, which utilizes a unique engine design without moving parts to achieve hypersonic speeds. The successful mission, launched from Rocket Lab's Wallops Island facility, marks a significant step toward developing autonomous hypersonic vehicles capable of sustained flight and could pave the way for future space travel advancements.Revealing the Milky Justin's ChemistryAstronomers have captured the largest and most detailed image of the central region of the Milky Way galaxy, unveiling a complex network of filaments and cosmic gas. This groundbreaking observation, made possible by the Atacama Large Millimeter/submillimeter Array (ALMA), provides unprecedented insights into the processes of star formation in the galactic center. The study reveals the intricate chemistry of the central molecular zone, detecting various molecules and enhancing our understanding of star formation in extreme environments.www.spacetimewithstuartgary.com✍️ Episode ReferencesScientific Reports, Monthly Notices of the Royal Astronomical SocietySupport our podcast: Become a supporter.

Samsung announces the Galaxy S26, SpaceX plans to boost Direct-to-Cell service, and Sonos plans another app redesign. How to Contact us:www.thecellphonejunkie.com questions@thecellphonejunkie.com Twitter How to Listen:Subscribe iTunes Download the show directly

Starting off in FOLLOW UP, we've got a tax economist who actually made money betting against the "efficiency" of Elon's budget-slashing fever dreams, while Tesla is busy trying to dodge a $243 million jury verdict for an Autopilot-assisted fatality. Not content with being legally liable, Tesla is also suing the California DMV because they're offended someone called their "Autopilot" and "Full Self-Driving" marketing deceptive—ironic, since Jack Dorsey just "proactively" halved the staff at Block to make room for more AI slop. Speaking of which, Goldman Sachs is here to remind us that all this AI spending added a grand total of zero to the US GDP last year, mostly because we're just exporting all that cash to overseas chip makers while 80% of execs admit the tech hasn't actually done anything for productivity yet.Moving into IN THE NEWS, Sam Altman had the audacity to compare ChatGPT's energy-sucking habits to the 20-year evolution of a human, though the internet wasn't exactly buying the "my bot is just like a baby" defense. Anthropic actually stood its ground against the Pentagon's demand for killer robots and mass surveillance, so naturally, the military just signed a deal to put Elon's Grok in their classified systems instead—because what could go wrong with an "edgy" LLM in the war room? Meanwhile, cities are dumping AI surveillance contracts as citizens start a literal "smash-the-snitch-box" campaign against Flock's license plate readers, Google's AI is busy inserting racial slurs into news alerts, and the White House is apparently harboring a staffer moonlighting as a racist "masterpiece" creator on X. We've also got Reddit being slapped with a $20 million fine in the UK for being lazy with age checks, while Discord and Apple scramble to build verification tools that hopefully won't leak your entire identity to a hacker in Belarus.In MEDIA CANDY, the Paramount-Skydance merger is leaving the industry in a cold sweat of "synergy" layoffs, but at least we're getting more Game of Thrones spinoffs and Star Trek reboots to rot our brains. Face/Off 2 lost its director, Ryan Coogler is taking on The X-Files, and Google wants to use AI to turn music into generic "lo-fi" background noise for the masses.Over in APPS & DOODADS, OpenAI is planning a 2027 smart speaker that literally watches you through a camera—because you definitely wanted a $300 Sam Altman-shaped eye in your kitchen—while the Dark Sky creators are back with "Acme Weather" for the low price of $25 a year.We wrap up THE DARK SIDE WITH DAVE with a deep dive into "Under Pressure" and Coruscant's urban sprawl, leaving us to reminisce about the days when KPT Bryce was the pinnacle of tech—back when "generative art" was just a fractal that took six hours to render.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.SquareSpace - go to squarespace.com/GRUMPY for a free trial. And when you're ready to launch, use code GRUMPY to save 10% off your first purchase of a website or domain.Private 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/1passwordShow notes at https://gog.show/735Watch on YouTube: https://youtu.be/jdz--v3eeU4FOLLOW UPGuy Bets Entire Life Savings Against Elon Musk, WinsTesla sues California DMV after it banned the term 'Autopilot'Jack Dorsey just halved the size of Block's employee base — and he says your company is nextIN THE NEWSSam Altman: Know What Else Used a Lot of Energy? Human CivilizationStatement from Dario Amodei on our discussions with the Department of WarAnthropic Tells Pete Hegseth to Take a HikeCities Are Shredding Their AI Surveillance Contracts en MasseKalshi Suspended a California Politician and a YouTuber for Insider TradingDiscord delays age verification to address user concernsApple introduces age verification for apps in Utah, Louisiana and AustraliaMEDIA CANDYAs Paramount Skydance wins the battle for Warner Bros. as Netflix ends its bid, here's the mood inside all three companies.A Knight of the Seven KingdomsStar Trek: Starfleet AcademyThe Night Agent Season 3'Face/Off 2' Director Adam Wingard is Now/GoneRyan Coogler's X-Files reboot gets the green light at HuluMortal Kombat II | Official Trailer IIGoogle's AI Slop Machine Is Coming for Your MusicDropping Names... and other things with Jonathan Frakes and Brent SpinerOnce We Were SpacemenAPPS & DOODADSOpenAI will reportedly release an AI-powered smart speaker in 2027Instagram Will Notify Parents When Teens Use Search Terms Related to SuicideThe creators of Dark Sky have a new weather appThis App Warns You if Someone Is Wearing Smart Glasses NearbyTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingStrong Songs - S08E02 - "Under Pressure" by Queen and David BowieThe Problem with Coruscant (Planet Cities Explained)Reminds me of KPT Fractal ExplorerKPT Bryce 1.0 with John Dvorak and Kai KrauseSingle-Biome PlanetKPT Shapes by Dave BittnerBald Mr Clean mascot "retired"My childhood disappointment with scrubbing bubbles.CLOSING SHOUT-OUTSActor Robert Carradine Dies At Age 71See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1912 WILLIAM JENNINGS  RBYAN SPEECHAnatol Lieven examines Europe's missing voice in Kremlin negotiations, highlighting hurdles like sanctions relief and Russia's demand for Ukrainian withdrawal from the contested Donbass territory. 1.Anatol Lieven questions the lack of a clear strategy for US naval fleets near Iran, hoping for diplomatic compromise and economic opening rather than war. 2.Arthur Herman contrasts the Scottish Enlightenment's focus on liberty with the French "general will," arguing that collectivism historically descends into state violence and tyranny. 3.Arthur Herman argues that the American worldview rests on three Scottish pillars: unity of knowledge, common sense, and the harmonious integration of modern scientific discovery with ancient religious revelation. 4.John Yoo reports that in a 6-3 decision, the Court ruled that the IEEPA does not grant the president power to impose universal tariffs without explicit Congressional authorization. 5.John Yoo argues that the tariff ruling proves the Court is not a partisan tool, but an independent body upholding constitutional boundaries and judicial ideology. 6.Mary Anastasia O'Grady describes Cuba's regime reaching its limits, discussing the difficulty of replacing the leadership without causing total societal chaos, looting, or a power vacuum. 7.Doug Messier reports that persistent thruster failures and engineering incompetence have marred Boeing's Starlinerprogram, leaving astronauts marooned and NASA heavily dependent on SpaceX for crewed orbital missions. 8.Professor Evan Ellis reports that the death of kingpin Nemesio Cervantes triggered nationwide gunplay and roadblocks in Mexico, highlighting cartel dominance and the personal nature of the security forces' fight. 9.Professor Evan Ellis reports that a deadly clash between Cuban forces and an American speedboat underscores the island's dire economic crisis and massive blackouts caused by severe, ongoing petroleum shortages. 10.Professor Evan Ellis reports that the US allows Venezuelan oil resale to Cuba's private sector to empower citizens, while Nicolas Maduro faces criminal proceedings in a formal New York courtroom. 11.Professor Evan Ellis reports that constant leadership turnover in Peru complicates governance, raising fears that China's Chancay port could serve military logistics for the People's Liberation Army during wartime. 12.Josiah Hesse explores Mason City's religious history, linking the Music Man allegory to the Scopes trial and traveling preachers who exploited regional evangelical fervor. 13.Josiah Hesse describes his parents' journey through the apocalyptic 1970s Jesus movement into a prosperity gospel church that resulted in extreme poverty and financial disillusionment. 14.Josiah Hesse reports that Paul Weyrich used abortion as a wedge issue to mobilize evangelical voters, successfully aligning Iowa's religious community with the Republican Party during Reagan's campaign. 15.Josiah Hesse recounts the psychological fear of his religious upbringing while observing how Donald Trump's populism continues to resonate deeply with modern Iowa evangelical voters. 16.

Doug Messier reports that persistent thruster failures and engineering incompetence have marred Boeing's Starlinerprogram, leaving astronauts marooned and NASA heavily dependent on SpaceX for crewed orbital missions. 8.1952

Is the 2020 “stolen election” story really a setup to seize control of future elections? Co-hosts Jared Yates Sexton and Nick Hauselman react to a Washington Post report that lays out an executive order blueprint to blame China for 2020 and trigger emergency powers that could reshape how Americans vote. They argue this is what happens when a bloated presidency meets a party that treats democracy like an optional accessory, and they talk about what actually stops it when Congress will not. Then they pivot to new reporting on Epstein documents, storage units, and a DOJ that keeps finding ways to investigate itself with a straight face. From there it gets darker as they dig into the military push for full access to leading AI systems, the rush to turn surveillance and war into software, and why Democrats taking piles of cash from Palantir and SpaceX tells you plenty about what is not going to get fought. They close with what they're watching and reading, including The Wizard of Oz at the Sphere and Gravity's Rainbow. Support the show by signing up to our Patreon and get access to the full Weekender episode each Friday as well as special Live Shows and access to our community discord: http://patreon.com/muckrakepodcast

We're going back to the moon for the first time in more than 50 years. That is, if Artemis II can get off the ground. I sat down with Jared Isaacman, the billionaire leading NASA, to hear his perspective on everything from extraterrestrial life to the timeline for sending humans to Mars.  This interview was recorded before NASA announced the delay of Artemis II's launch. 01:59 - Where are we? 04:00 - From entrepreneur to astronaut 09:04 - The “lunar futuristic junkyard” 15:06 - NASA's budget 22:43 - Beyond NASA: Blue Origin, SpaceX and private industry 27:26 - The orbital economy 37:21 - How do we get to Mars? 43:31 - “Do you think there's life out there?” (A full transcript of this episode is available on the Times website.) Thoughts? Email us at interestingtimes@nytimes.com. Please subscribe to our YouTube Channel, Interesting Times with Ross Douthat. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Zimmerman details a helium flow problem that cancelled the Artemis March launch, while SpaceX continues breaking records for booster reuse and commercial efficiency. 11.

1900 BAKUGordon Chang and Steve Yates discuss Japan deploying missiles near Taiwan and concerns regarding a potential Chinese biological weapons facility discovered in Las Vegas. 1.Rebecca Grant and Gordon Chang detail the US Navy's massive deployment around Iran to counter Chinese-supported missile threats and prepare for possible sustained offensive strike options. 2.Charles Burton and Gordon Chang analyze Mark Carney's shift toward Beijing, seeking trade concessions like visa-free access while Canadians harbor resentment over Trump's proposed tariffs and economic policies. 3.Charles Burton and Gordon Chang debate the dangers of Canada's "strategic partnership" with China, focusing on espionage operations, the potential expulsion from Five Eyes, and theft of aerospace technology. 4.Simon Constable reports on skyrocketing copper and silver prices alongside the arrest of Lord Mandelson for allegedly passing privileged state information to Jeffrey Epstein. 5.Simon Constable reports that the UK government faces investigations for allegedly threatening media personalities and smearing critics as pro-Russian, while struggling with housing shortages and high taxes. 6.Jonathan Adler explains the Supreme Court ruling that the International Emergency Economic Powers Act does not grant the president unilateral power to impose taxes or tariffs. 7.Jonathan Adler reports that following the tariff decision, the administration must now use specific statutes with procedural strings, limiting the president's ability to adjust trade penalties on a whim. 8.Andrea Stricker discusses reports that the Iranian regime used illicit chemicals and pharmaceutical-based agents to debilitate protesters during recent, highly lethal national unrest. 9.Michael Bernstam describes Europe's liberation from Russian energy, replaced by cheap American and Qatari LNG, leaving Russia with abandoned gas fields and flaring wells. 10.Bob Zimmerman details a helium flow problem that cancelled the Artemis March launch, while SpaceX continues breaking records for booster reuse and commercial efficiency. 11.Bob Zimmerman reports that astronomers are using infrared capabilities to identify a supernova's origin and detect the first heliosphere around a distant star, advancing our understanding of stellar deaths. 12.Craig Unger explores how Trump's licensing model in Panama and elsewhere allowed the Russian mob to wash hundreds of millions through luxury real estate. 13.Craig Unger reports that the Trump brand served as a status symbol for Russian oligarchs, facilitating money laundering in failed developments while FBI counterintelligence efforts reportedly failed to intervene. 14.Craig Unger reports that the 2013 Miss Universe pageant in Moscow served as a platform for Trump to court Putin and oligarchs, marking a turning point as Russia transitioned into a mafia state. 15.Craig Unger traces Trump's political ascent back to his 1987 Moscow trip, suggesting Russian connections and talking points have influenced his foreign policy for forty years. 16.

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, OpenAI and Anthropic, and a public portfolio of names you may never have heard of. Dan shares the story of the short case he wrote on Orthodontic Centers of America and posted on Value Investors Club, which crashed the stock, and helped him land his first job. He shares why he backed Anthropic at a moment when many people told him it was the Lyft to OpenAI's Uber, what reading Dario Amodei's essays reminded him of Jeff Bezos, and how he thinks about LLM business models through the lens of Netflix and Spotify. We spend time on the extraordinarily stressful moment in early 2021 when GameStop hit the firm, and what Dan believes is the single biggest tail risk facing the global economy right now. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- ⁠WorkOS⁠ is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit⁠⁠ ⁠WorkOS.com⁠⁠⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- ⁠Rogo⁠ is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like the Best (00:02:43) Intro: Dan Sundheim (00:03:58) The State of Public & Private Investing (00:07:32) Investing in OpenAI and Anthropic (00:10:22) LLMs Business Model (00:14:13) How LLMs are like Netflix and Spotify (00:17:08) Focus v. Scope (00:22:43) The Bear Case for Hyperscalers (00:26:36) The Software Sell-Off (00:31:08) If Scaling Laws Stopped (00:32:18) Advice to a 12-Year-Old Investor (00:33:54) GameStop: D1's Darkest Hour (00:37:14) The Pivotal Dinner with LPs (00:40:56) Staying Calm and Confident (00:42:08) Economic Optimism vs. Societal Uncertainty (00:44:26) Investing on SpaceX and Rivian (00:48:09) Why Dan Loves Shorting (00:48:51) Sources of Inefficiency in Today's Markets (00:51:45) The Importance of Loyalty (00:53:11) Dan's Group Chat for Founders (00:55:39) What Motivates Dan (00:57:28) Posting on Value Investors Club (01:01:46) What Dan Learned at Viking (01:04:22) The Beauty of Art (01:06:49) Under-appreciated Parts of the Global Economy (01:08:00) The US-China-Taiwan Collision Course (01:12:10) Good Leaders vs. Good Businesses (01:13:15) The Kindest Thing

Nik Seetharaman is a special operations–trained cyber leader turned founder, known for bringing an operator's mindset to some of the most sensitive security programs in American industry. A former JSOC advance‑force operator attached to an East Coast Naval Special Warfare squadron, he ran advanced cyber warfare and close‑range reconnaissance missions before crossing over into the world of high‑stakes defense technology and enterprise security. In industry, Nik helped build and lead security at three of the most influential defense‑tech companies of the last decade. He served as head of cybersecurity operations at SpaceX and later led international cyber defense programs at Palantir, giving him a front‑row seat to how software, data, and security shape modern national power. He then became CIO and CISO at Anduril Industries, where he built the company's cybersecurity and weapons‑system security programs from the ground up while Anduril was racing to field autonomous systems for the Pentagon. Today, Nik is the founder and CEO of Wraithwatch, a cyber defense company born from his frustration that defenders are almost always forced to react second. At Wraithwatch, he is focused on “weaponizing” AI for defense at scale—using advanced models to help blue teams pre‑empt and out-iterate attackers instead of learning only from breaches and red‑team reports. Across each chapter of his career, he has carried forward the same core idea: apply special operations discipline, speed, and clarity of mission to how software, security teams, and AI‑driven defenses are built and run. Join the Waitlist - https://theglacierapp.com/waitlist Shawn Ryan Show Sponsors: Get started with Claude today at https://Claude.ai/srs Visit https://mauinuivenison.com/srs for a special deal for listeners of this show only. Go to https://helixsleep.com/SRS for 27% Off Sitewide. Go to https://shopbeam.com/SRS and use code SRS to get up to 50% off Beam Dream Nighttime Cocoa—grab it for just $32.50 and improve your sleep today. Try Rho Nutrition today and experience the difference of Liposomal Technology. Use code SRS for 20% OFF everything at https://www.rhonutrition.com/discount/SRS Nik Seetharaman Links: LI - https://www.linkedin.com/in/nikseetharaman Wraithwatch - https://www.wraithwatch.com X - https://x.com/nikseeth Learn more about your ad choices. Visit podcastchoices.com/adchoices