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Now that America has stepped back, Europe is at last stepping up. We examine the bloc's tactics (if not yet a strategy) and how steady its support is likely to be. With the coming public listings of SpaceX and Anthropic, we ask whether stockmarkets can handle a string of “giga-IPOs”. And our World Cup series looks at Iran's side.Guests and host:Tom Nuttall, chief Germany correspondentJoshua Roberts, capital markets correspondentJon Fasman, senior culture correspondentJason Palmer, co-host of “The Intelligence”Topics covered: Europe, security, Ukraine warIPOs, investment, stockmarkets, SpaceX, Anthropic, OpenAIWorld Cup, IranVisit education.economist.com and use code 5YEARS to save 15% on courses developed by our editors and correspondents.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Now that America has stepped back, Europe is at last stepping up. We examine the bloc's tactics (if not yet a strategy) and how steady its support is likely to be. With the coming public listings of SpaceX and Anthropic, we ask whether stockmarkets can handle a string of “giga-IPOs”. And our World Cup series looks at Iran's side.Guests and host:Tom Nuttall, chief Germany correspondentJoshua Roberts, capital markets correspondentJon Fasman, senior culture correspondentJason Palmer, co-host of “The Intelligence”Topics covered: Europe, security, Ukraine warIPOs, investment, stockmarkets, SpaceX, Anthropic, OpenAIWorld Cup, IranVisit education.economist.com and use code 5YEARS to save 15% on courses developed by our editors and correspondents.Get a world of insights by subscribing to Economist Podcasts+. For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Jun 2, 2026 – Wall Street legend Ed Yardeni discusses why he's the most bullish strategist on the S&P 500, raising his 2024 target to 8,250. He explains the driving force behind this market rally, near-term risks from Fed actions and IPOs, and why...
SpaceX, Elon Musk's rocket and satellite maker, is set to go public and begin selling shares as soon as next week. Ryan Mac, who reports on business, explains the plan for the company's expected record-shattering debut on the stock market, and how it is changing the rules for investing. Guest: Ryan Mac, a New York Times reporter based in Los Angeles who covers corporate accountability across the global technology industry. Background reading: Why sky-high I.P.O. pricing isn't great for real people. From April: SpaceX filed to go public, setting the stage for a huge I.P.O. Photo: Steve Nesius/Reuters For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. 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.
Some of the richest companies on Earth want your money. OpenAI, Anthropic, and SpaceX are racing to raise as much of it as possible by going public. This episode was produced by Peter Balonon-Rosen, edited by Jolie Myers, fact-checked by Gabriel Dunatov, engineered by David Tatasciore, and hosted by Sean Rameswaram. SpaceX's Starship 39 rocket launching from Starbase during the 12th test flight. Photo by RONALDO SCHEMIDT / AFP via Getty Images. Listen to Today, Explained ad-free by becoming a Vox Member: vox.com/members. New Vox members get $20 off their membership right now. Transcript at vox.com/today-explained-podcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices
P.M. Edition for June 2. President Trump has named Bill Pulte, leader of the Federal Housing Finance Agency, as acting director of national intelligence. WSJ White House reporter Natalie Andrews discusses how Pulte has urged investigations into the president's perceived enemies and lawmakers' criticism of his appointment. Plus, the Trump administration is abandoning its $1.8 billion “anti-weaponization” fund after it drew broad condemnation from GOP lawmakers. And, we hear from Jason Zweig, who writes WSJ's Intelligent Investor column, about how the year of the mega IPO is triggering changes by index providers—the firms that compile market averages like the S&P 500 and the Nasdaq 100–to accommodate these titanic deals. SpaceX, one of those massive IPOs, is eyeing a valuation of around $1.75 trillion. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hour 1: Taylor Swift and Jack Antonoff have reunited for a new country song for Toy Story 5. Adam Sandler is in town! His next movie sounds interesting. ‘Backrooms' is taking the world by storm. What should Sarah do next with her hair? A high school principal has been put on administrative leave over a yearbook scandal. The gang thinks there's more going on here than meets the eye. It reminds Bob of yearbook drama from back in her day. Man, middle school is the worst. Hour 2: America's Got Talent is still rolling! Euphoria is officially over. Gene Wilder's “grandson” needs to play him in the biopic. Sabrina Carpenter takes on a stalker. Do you like puppies and soccer? Then hopefully you have an LG TV! Scott Budman is on the show! Anthropic and SpaceX are going public! Should we buy it? Well, AI isn't making money yet. And our most burning question… is Scott calling in from the shower again? Hour 3: What's going on in Ariana Grande's new music video? Let's play a game: Did these celebrities get replaced because they were fired, quit, or died? Did you know Chris Farley was supposed to be Shrek? Sarah's telling us about the most expensive celebrity's baby photo ever. Dang, People Magazine has some dough. The generations are at war. It's Pride month! The Giants still suck. Californians are filing bankruptcies. Vinnie's got great gifts for the high school graduates in your life. Hour 4: Did Taylor Swift realize her new song has almost the exact same title as a Gracie Abram's song? Vinnie is still hunting down the toy of the moment. Jason Aldean says encores are pointless. Megan Maroney is using the Taylor Swift training method. Colonel Sanders was a real dude, and he had thoughts on the way KFC changed its gravy. Sarah decided what she would do if she could time travel. Plus, When Did That Happen?
Scott Budman is on the show! Anthropic and SpaceX are going public! Should we buy it? Well, AI isn't making money yet. And our most burning question… is Scott calling in from the shower again?
America's Got Talent is still rolling! Euphoria is officially over. Gene Wilder's “grandson” needs to play him in the biopic. Sabrina Carpenter takes on a stalker. Do you like puppies and soccer? Then hopefully you have an LG TV! Scott Budman is on the show! Anthropic and SpaceX are going public! Should we buy it? Well, AI isn't making money yet. And our most burning question… is Scott calling in from the shower again?
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT) Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT) Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg) Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we made the case that AI breaks a fundamental economic law: the bigger it gets, the more expensive it is to run, which is the exact opposite of how transformative technologies are supposed to work. The IPO trio of OpenAI, Anthropic, and SpaceX looks less like the next internet and more like the last big exit for early investors before the whole thing deflates. Then we looked at the manufacturing uptick, which sounds like good news until you realize a lot of it may just be companies stockpiling inventory before prices get even worse. Chapters Intro: 00:00:36 Quick Takes: 00:01:34 Max Notes: 00:09:02 Killer Left Take of the Week: 00:18:03 Chart of the Week: 00:19:27 Headlines: 00:21:11 Outro: 00:23:05 Resources CSPAN’s Book TV: Robert Caro Reveals Details of His Final Lyndon Johnson Biography Forbes Breaking News: Bessent Asked If Data Showing Americans Dipping Into Savings To Pay For Gas, Groceries Concerns Him CBS Mornings: Graham Platner’s sexting controversy rocks his campaign New York Times: Platner’s Texts With Women Concerned Campaign as Senate Race Took Off Yahoo! Finance: OpenAI CEO Altman denies company is looking into government bailout More Perfect Union: We Uncovered a Hidden Wealth Transfer in the SpaceX IPO. You’re Holding the Bag. ISM World: ISM® Manufacturing PMI® Report May 2026 Bloomberg: US Manufacturing Activity Expands by Most in Four Years Bloomberg: US Manufacturing Expands Most in Four Years on Stockpiling Rush CNN: Artists are bailing on a Trump-backed concert series for America’s 250th. Now he’s hosting his own ceremony Time: Sam Altman Says AI ‘Jobs Apocalypse’ He Once Predicted Probably Won’t Happen. Bloomberg: Canada Dips Into Technical Recession for First Time Since 2020 UNFTR Resources Watch: On The Record 6/2/26 (When the AI Bubble Will Burst | Ben Shapiro | Graham Platner). Essay: When the AI Bubble Will Pop. Read: The Donroe Doctrine. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
WEALTHSTEADING Podcast investing retirement money stock market & wealth
Episode 522 00:00 Introduction 01:00 Nature of IPOs 02:30 SpaceX Future opportunities 03:22 No good or bad stocks 03:50 Elon Musk skeptic 04:38 Tesla over promise 06:49 SpaceX package bundle 08:40 Earthly opportunities Berkshire Hathaway home builder segment 10:40 SpaceX alternatives GSAT 11:40 Space is hard VSAT 12:43 Tesla performance 14:51 Want to invest in space look at the supply chain 15:25 Will investors sell Tesla to move into SpaceX 18:05 Ignore Media negativity 19:04 S&P 500 28.6% profit growth 21:16 Company backlogs 22:55 Space competition on the horizon 25:00 Starlink as a business expense? 26:50 Final thoughts- these profits are REAL Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
In this episode of The Higher Standard, Chris and Saied dive headfirst into the wildest S-1 filing Wall Street may have ever seen: SpaceX, Starlink, XAI, Mars colonies, asteroid mining, lunar economies, data centers in space, and Elon Musk casually trying to justify a $28.5 trillion total addressable market like he's ordering lunch. The guys break down whether this is a visionary master plan to make humanity multi-planetary or a beautifully packaged liquidity event with rockets, buzzwords, and enough “AI” mentions to make Nvidia blush. From the insane valuation math to the XAI gamble, the class structure, the retail investor risk, and the very real question of whether investors are buying a business or a sci-fi trilogy, this episode is classic THS: smart finance, sharp skepticism, and just enough chaos to make the moon feel underwritten.
Andrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a discount, the administrative shift to corporate cash for employee RSU tax obligations, the broader AI cash crunch with $80 billion of SpaceX stock and Anthropic's IPO filing hitting the market, and which hyperscaler MSFT, ORCL, META, or AMZN could be next to raise.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
We talk a lot about coding and AI and a little less about headlines today. Runner-up: SpaceX is targeting a June/July 2026 IPO at a reported ~$1.75 trillion valuation, which would be the largest public listing in history. The float follows SpaceX's ~$250B all-stock acquisition of xAI in February, folding Starlink, launch, and frontier AI into one entity.Runner-up: Amazon's custom AI chip business — Graviton, Trainium, and Nitro — hit a $20B annual run rate with triple-digit YoY growth. OpenAI committed to about 2 GW of Trainium capacity, Anthropic is scaling to 5 GW, and analysts project a standalone Trainium could become a $50B business.Runner-up: NVIDIA topped a $5.5 trillion market cap and is deploying more than $45B across the AI supply chain, extending its position from chip supplier to investor and customer across the stack.Runner-up: Apple posted record fiscal Q2 2026 revenue of $111.2B, up 17% YoY, with diluted EPS of $2.01. iPhone sales rose 22% and Services climbed about 16% to $26.65B, and the company guided Q3 growth of 14%-17%.Runner-up: AI venture funding shattered records with $297B in Q1 2026, including $35B raised in a single week.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon
We discuss the SpaceX IPO and the NASA ETF. (1:00) - Why Should Investors Care About The Space Economy? (4:20) - SpaceX IPO vs. SPV (9:45) - Will Tema Continue To Buy More SpaceX (15:00) - Tema Space Innovators ETF: NASA (18:20)- Tema Durable Quality ETF: TOLL (21:00) - Episode Roundup: RKLB, ASTS, FLY, PL Podcast@Zacks.com
Editors discuss SpaceX's pitch for what will be the biggest IPO ever and what it could mean for the company.
Queridos Curiosinautas, este CuriosiMartes viene cargado de futuro, polémica y señales muy claras de hacia dónde se está moviendo la tecnología.Si tuviera que definir el 2026 con una sola palabra —o mejor dicho, con un solo producto— diría: Smart Glasses. Las gafas inteligentes están empezando a ocupar el lugar que alguna vez ocuparon los smartwatch, y todo indica que Apple, Samsung y muchas otras empresas ya están preparando la próxima gran batalla. En este episodio hablamos de nuevas gafas con inteligencia artificial, traducción en vivo, reconocimiento de imágenes, grabación, teleprompter y diseños cada vez más livianos.También analizamos cómo Apple podría usar una estrategia similar a la del Apple Watch: no vender simplemente “gafas inteligentes”, sino intentar dominar el mercado de las gafas como accesorio cotidiano. Además, repasamos la verdad detrás de los eventos grabados con celulares, el caso de la MLS transmitida con productos Apple, el dominio creciente de Gemini, el impresionante avance de Anthropic frente a OpenAI, la polémica comparación con NeXT y Steve Jobs, el extraño Ferrari diseñado por Jony Ive, problemas de estabilidad en robots, la explosión de Blue Origin, robots imparables, paneles solares transparentes, viviendas impresas en 3D y un estudio con Apple Watch que demuestra cómo la IA puede encontrar patrones de salud que antes estaban escondidos entre millones de datos. La pregunta de fondo es simple:¿La tecnología está avanzando para mejorar nuestra vida… o se está acelerando sin que nadie tenga demasiado claro hacia dónde vamos? Dame tu opinión en los comentarios, porque este episodio tiene varios puntos para debatir fuerte. Capítulos 00:00 Intro: el 2026 podría ser el año de las Smart Glasses00:18 Nuevas gafas inteligentes con IA, traducción y teleprompter00:52 Apple prepara sus futuras gafas y una estrategia tipo Apple Watch02:29 Samsung, Apple y la verdad detrás de grabar eventos con móviles04:18 Gemini, Apple y el nuevo dominio de la inteligencia artificial04:46 Anthropic supera a OpenAI y la analogía con NeXT08:03 Jony Ive, Ferrari y el riesgo de diseñar sin entender el alma del producto10:24 Robots, nuevos chips y problemas de estabilidad11:39 Blue Origin, SpaceX y una explosión preocupante13:14 Robots imparables y el costado oscuro de la tecnología14:05 Paneles solares transparentes para convertir ventanas en energía15:26 Casas impresas en 3D: 18 departamentos en 34 días17:14 Apple Watch, Harvard y patrones de sueño vinculados a la menopausia18:54 Cierre y reflexión final#CuriosiMartes #idearVlog #Tecnología #InteligenciaArtificial #Apple #SmartGlasses #AppleGlasses #OpenAI #Anthropic #Samsung #Robótica #InnovaciónCuriosiMartes, idearVlog, Fabián Fernández, noticias tecnología, smart glasses, Apple Glasses, gafas inteligentes, Apple, Samsung, iPhone, MLS Apple TV, Gemini, Anthropic, Claude, OpenAI, Jony Ive, Ferrari, Blue Origin, robots militares, paneles solares transparentes, impresión 3D casas, Apple Watch, inteligencia artificial, tecnología 2026
Send us Fan MailIn this exclusive investor panel clip, a frontier tech investor explains where smart money may flow after AI giants like OpenAI and SpaceX reached massive valuations.If trillion-dollar AI plays feel crowded, where is the next wave? His answer: humanoid robotics, plus emerging opportunities in robotics cybersecurity hardware and AI-powered infrastructure.He breaks down why many investors wait until markets show traction but before full institutional saturation — the sweet spot between early risk and late-stage pricing.Topics Covered:✅ How to invest before institutions pile in✅ Why trillion-dollar AI names may be too crowded✅ The next $10B–$50B opportunity sectors✅ Why humanoid robotics is still early✅ Robotics cybersecurity hardware plays✅ Quantum computing & nuclear trends ahead✅ Smart investor timing strategies explainedIf you invest in AI, venture capital, private equity, robotics, or future technology, this is a must-watch.
Market update for Tuesday June 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund its AI buildoutMarvell surging after Jensen Huang calls it a potential trillion-dollar companyShake Shack tumbling after cutting guidanceFun Fact: SoftBank overtakes Toyota as Japan's most valuable company for the first time since the dot-com bubble
Welcome to another episode of Barn Talk! In this Hot Topics edition, Sawyer and Tork open up about what's happening in rural America and beyond.They kick things off by reflecting on an exciting month filled with outstanding guests and conversations, and they offer heartfelt thanks to listeners for making it all possible. Today's episode covers some of the biggest issues impacting farmers and rural communities: rising farm bankruptcies, major changes in the ag markets, and mounting financial pressures faced by producers. Sawyer and Tork discuss the struggles of rural hospitals under federal budget cuts, share first-hand perspectives on input costs, and question whether the government or politicians have any real solutions for the challenges ahead. But there's plenty of optimism, too. The hosts explore how innovation and technology—like AI, robotics, and the upcoming public offering of SpaceX are beginning to reshape the world. They share practical advice on adapting to change, insights into market trends, and examples of the unwavering American work ethic they see all around them. If you want to stay informed, inspired, and connected to the pulse of rural America, this episode is packed with eye-opening updates, personal reflections, and plenty of straight talk from the barn. JOIN THE BARN TALK NEWSLETTER & GET LIVE EVENT ACCESS: We're on a mission to get 10,000 subscribers, and once we do, we're hosting a live event at the barn! Sign up to get exclusive access to tickets and details.
A centrist Democratic group is spending six figures to brand the CLARITY Act as "Trump's crypto grifto." Jamie Dimon is on the same side. David walks through what's actually happening and why crypto might need a Plan B. Plus: the SpaceX pre-IPO perp that flash crashed 45% on Hyperliquid, and Cardano canceling its annual conference. Enjoy! TIMESTAMPS: (00:00) Intro (01:10) Anti-CLARITY FUD (13:43) SpaceX Perps (16:58) Cardano FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May's strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran's renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday's episode will feature the host's graduation commencement address. 00:00 Intro 01:23 Market Recap and Valuations 04:51 IPO Mania and Tech Froth 05:42 Geopolitics and Policy Updates 06:50 Labor and Manufacturing Data 08:30 Housing Inflation and Fed Odds 09:44 Energy Oil and Midstream 10:38 Week Ahead and Friday Twist 11:32 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
June 1, 2026Have you had your dose of The Daily MoJo today? Download our app HERE"The Pain Of BOOM! | The Daily MoJo Ep:060126"This episode of The Daily Mojo covers a range of critical topics, from space exploration setbacks with Blue Origin's New Glenn rocket to NASA's lunar ambitions. Discussions also delve into political commentary, privacy concerns surrounding FLOC cameras, and a debunking of the Great Wall of China's visibility from space. The program concludes with a look at current events and a unique "Stinky Fish Challenge."Phil Bell's Morning Update - The Inspirational Spencer Pratt: HERERon's The Way I See It: He's Just Like Trump: HEREOur affiliate partners:EMP Shield - Figuring out the odds of a devastating EMP attack on the United States is impossible, but as with any disaster, the chances are NOT ZERO, and could happen any day. This decade has proven that the weird and unexpected is right around the corner. Be prepared - protect your home, vehicle, even your generator - with EMP Shield. You'll save money and protect what's important at the same time!ProtectMyMoJo.com Be prepared! Not scared. Need some Ivermection? Some Hydroxychloroquine? Don't have a doctor who fancies your crazy ideas? We have good news - Dr. Stella Immanuel has teamed up with The Daily MoJo to keep you healthy and happy all year long! Not only can she provide you with those necessary prophylactics, but StellasMoJo.com has plenty of other things to keep you and your body in tip-top shape. Use Promo Code: DailyMoJo to save $$Take care of your body - it's the only one you'll get and it's your temple! We've partnered with Sugar Creek Goods to help you care for yourself in an all-natural way. And in this case, "all natural" doesn't mean it doesn't work! Save 15% on your order with promo code "DailyMojo" at SmellMyMoJo.comCBD is almost everywhere you look these days, so the answer isn't so much where can you get it, it's more about - where can you get the CBD products that actually work!? Certainly, NOT at the gas station! Patriots Relief says it all in the name, and you can save an incredible 40% with the promo code "DailyMojo" at GetMoJoCBD.com!Romika Designs is an awesome American small business that specializes in creating laser-engraved gifts and awards for you, your family, and your employees. Want something special for someone special? Find exactly what you want at MoJoLaserPros.com There have been a lot of imitators, but there's only OG – American Pride Roasters Coffee. It was first and remains the best roaster of fine coffee beans from around the world. You like coffee? You'll love American Pride – from the heart of the heartland – Des Moines, Iowa. AmericanPrideRoasters.com Find great deals on American-made products at MoJoMyPillow.com. Mike Lindell – a true patriot in our eyes – puts his money where his mouth (and products) is/are. Find tremendous deals at MoJoMyPillow.com – Promo Code: MoJo50 Life gets messy – sometimes really messy. Be ready for the next mess with survival food and tools from My Patriot Supply. A 25 year shelf life and fantastic variety are just the beginning of the long list of reasons to get your emergency rations at PrepareWithMoJo50.comStay ConnectedWATCH The Daily Mojo LIVE 7-9a CT: www.TheDailyMojo.com Rumble: HEREOr just LISTEN:The Daily MoJo ChannelBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-daily-mojo-with-brad-staggs--3085897/support.WATCH: TheDailyMoJO.comLISTEN: TDM RadioRUMBLE: HEREDownload the APP HERE.StellasMojo.comCODE: dailymojo - Save 5%GetMojoCBD.comCODE: dailymojo - Save 40%!
A new Fed chair, the NASDAQ jumps through hoops to accommodate SpaceX, a book on AI has mistakes from…AI and the number of credit card delinquencies at its highest level in 15 years. Plus more colleges over $100k annually and home owners borrowing from the Bank of Mom and Dad.
Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: go.fundraisecapital.coThis episode of Making Billions with Ryan Miller & Aman Verjee delivers the secondary market playbook that gives managers a structural advantage over every fund ignoring this shift.How do venture secondaries solve LP liquidity problems in 2026? Former PayPal and eBay CFO Aman Verjee reveals the exact system for buying into elite VC deals at 70% below market value. Fund managers face a quiet crisis: DPI timelines stretching 10-12 years while LPs demand exits far sooner. What separates fund managers who retain LP trust from those who lose it? Verjee breaks down how to audit your fund structure today, identify liquidity gaps before they become emergencies, and build relationships with secondary buyers years before you need them. He shares the due diligence framework used to evaluate SpaceX, Anthropic, and Canva positions when information is limited and markets are opaque.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.[THE GUEST]: Aman Verjee has more than 20 years of financial and operational experience from both private and public technology companies. He has been a member of the management teams at some of the most successful companies in the world, including PayPal, eBay, 500 Startups and Sonos. His new book, A BRIEF HISTORY OF FINANCIAL BUBBLES, comes out in December.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showSupport the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...
The final frontier may be exciting… but investors are starting to ask some uncomfortable questions. In today's episode, we take a hard look at the growing concerns surrounding the space sector, including the lofty valuation of SpaceX and whether expectations have gotten ahead of reality. For years, space-related investments have been fueled by incredible stories: Reusable rockets Satellite internet Lunar missions Space tourism But recently, many space-related stocks have struggled, and investors are beginning to question whether growth can keep pace with the massive valuations attached to the sector. So the big question is: Is this a healthy pullback creating opportunity… or the beginning of a larger correction? We'll discuss: The valuation concerns surrounding SpaceX Why many space stocks have been under pressure The difference between great technology and great investments Whether buying the dip makes sense at current levels We'll also look at the broader market environment and how interest rates, risk appetite, and investor sentiment may impact speculative growth sectors like aerospace and space exploration. Because in investing, the story is important... But the numbers eventually matter. Listen now:
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we discuss Anthropic's confidential IPO filing at a $965 billion valuation, shedding light on the competitive landscape against OpenAI and SpaceX. Additionally, we explore Microsoft's new reasoning model, Nvidia's Cosmos 3 for robotics, Intel's price-cutting AI chip, and Strava's new paywall that's reshaping API access in the fitness space.Chapters00:00 Anthropic's IPO Announcement02:00 Microsoft's MAI Thinking 104:01 Nvidia's Cosmos 3 Model05:59 Intel's Crescent Island AI Chip08:00 Strava's API Paywall10:00 Windborne's Weather AI Model Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter
The big story in the week ahead is expected to be the IPO of SpaceX, and Kyle Guske, investment analyst at New Constructs, says this deal is ugly right from the jump, putting the new stock in The Danger Zone before it even goes public. Guske notes that SpaceX has no earnings , a negative economic book value, a share structure that leaves virtually all control with Elon Musk, and that nearly all money raised in the launch will go to pay off prior debts. When the IPO goes through, however, there will be "this massive valuation on a company that, right now, is unprofitable," and that will have to deliver huge amounts of future growth to justify the expected market price. Vijay Marolia, chief investment officer at Regal Point Capital, discusses SpaceX too, noting it is part of a broader IPO wave that is less about great investment opportunities and more about venture capitalists cashing out while the getting is good. In "The Week That Is," Marolia also looks at Americans' growing credit-card debt load which — unlike the soft, emotional data of consumer sentiment — shows how consumers are struggling with inflation and explains how that struggle could be the thing that trips up the economy if consumers wake up and cut spending. In The Big Interview, Dominic Ceci, chief investment officer at Johnson Financial Group says that the economic growth story has "captured the hearts and minds" of investors, allowing them to keep climbing the wall of worry to get the stock market back to record highs. He says that growth picture could be changing, as artificial intelligence gets to a "prove it" phase, inflation stays higher for longer, and the impacts of War in Iran move from the potential problem of the fighting's first few days to the undeniable impacts seen only as the conflict moves past the 90-day mark.
On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss what's next as Washington and Tehran appear on the verge of a ceasefire deal; energy price impact given disruption to global energy flows and facilities; prospect US industry will get contracts to help rebuild Iran; analysis of the House Armed Services Committee chairman's markup for the Trump administration's proposed $1.15 trillion 2027 defense spending request; outlook for passage of the budget, Reconciliation 3.0 and an Iran war supplemental; SpaceX's initial public offering that's expected to hit a record valuation of $1.8 trillion; and a look at the week ahead in Washington and beyond.
Derek Moore is joined by Shane Skinner this week to talk about the typical IPO performance within the first 30 days of trading. Then, they compare how Google vs Tesla performed after their IPOs. Later, Goldman Sachs calls for 8000 by year in in the S&P 500 Index, how May has seen stellar returns last couple years, a bunch of ETF filings for SpaceX adjacent products, and surprising forward EPS valuations. Nvidia forward PE vs Costco and Walmart Google vs Tesla IPO performance Surprising Google State Post IPO SpaceX adjacent ETFs see a lot of filings How does this IPO issuance period compare to past ones? When day 100 is up nearly 10% what does the rest of the year historically look like? Bond vs Equity Valuations S&P 500 May Performance 1945-2026 Intel vs Nvidia Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
On today's episode, we discuss a whirlwind of legal and political stories ranging from local elections to global power shifts, all filtered through the crew's characteristic mix of law, history, and sarcasm. They open with Tina Peters' possible commutation in Colorado and then dig into how vice presidential powers, Senate customs, and the “Garner precedent” could let the sitting VP wrest real procedural control from nominal leaders like John Thune. From there, the conversation ranges across 2028 primary polling (with “undecided” leading Democrats), Ken Paxton's Texas Senate run against a progressive pastor who says God is non‑binary, Florida's post‑DeSantis governor's race, and how NGOs and dark‑money networks allegedly reshape elections, from Colombia's surprise populist win to E. Jean Carroll's Trump lawsuit. The middle of the show hits culture‑war flashpoints—Oregon's proposed hunting and fishing ban, California NGOs handing out needles and fentanyl, a Democratic candidate with a Hitler tattoo, and Trump's idea to harden mail‑in voting by using his authority over the Postal Service to police envelope handling. In the final stretch, they contrast Jeff Bezos' Blue Origin struggles with Elon Musk's “Swiss‑Army‑knife” engineering approach at SpaceX and Starlink, argue that rocket science is the ultimate practical discipline, and close by inviting listeners to email the show with news topics, critiques, and conspiracies for future episodes. Don't miss it!
From SpaceX to OpenAI, IPOs are dominating the news cycle right now. Today, Paul and Evan share why IPOs look so exciting and how they entice investors to invest emotionally because they appeal to your desire to avoid missing out on the companies and technology of the future. Listen along as these two advisors explain why IPOs like SpaceX and OpenAI sound like incredible investments and reveal the realities of IPOs that don't get shared by financial media outlets. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
El episodio 117 llegó con verdades incómodas y números que no se pueden creer.Arrancamos con Antonio Gracia, el inversor más silencioso y más importante de SpaceX. Fue el primero en poner plata cuando Elon lo necesitaba y nunca paró. Hoy tiene el 4% de la compañía. Si el IPO sale a 2 trillones, se lleva 100 billones solo en carry. El mayor retorno en dólares de cualquier inversor en la historia, hecho en silencio y sin ruido.Después viene algo que cualquier founder o inversor debería leer: la jerarquía del bullshit corporativo. Si una empresa tiene caja, te muestra caja. Si no, te muestra ganancias ajustadas. Si no, gross profit. Si no, revenue. Si no, GMV. Si no, usuarios activos. Si no, descargas. Y si no tiene nada de eso, te habla del mejor lugar para trabajar. Ahora ya sabés cómo leer entre líneas lo que te están diciendo.También hablamos de los exits que son mentira. La mayoría de los press releases de adquisiciones no significan que alguien ganó plata. Muchos son quick hires disfrazados, asset sales donde los inversores se fueron a cero, o simplemente ego de founder que necesita contar una historia. El exit real no necesita comunicado de prensa.Cerramos con tres historias que no te podés perder. Warren Buffett cerró una inversión de 5 billones en Goldman Sachs en 40 minutos, sin negociar, sin due diligence y sin abogados. Patrick Collison, co-founder de Stripe, se tomó una cerveza con un fan por su cumpleaños porque su novia le mandó un mail en frío y él respondió en tres minutos. Y la bolsa de Corea subió 203% en un año, con Micron pasando de 96 a 942 dólares, mientras todos miraban para otro lado.
Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Nvidia shows off new AI chip designed for PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOBerkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billionAST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocksFun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble
HEADLINES:• PSG turns from football gamble to $5 billion global asset machine • Kingdom Holding jumps as SpaceX stake re-rates the stock ahead of IPO • UAE scientists build AI system that predicts heatwaves with 96% accuracy before they hit
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Elon Musk's early friend and investor backed Musk in the early days of Tesla and SpaceX, turned a small bet into one of the most legendary outcomes in modern business history, and broke down risk, relied on intuition, and spotted world-changing talent early.
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
Explore everything from explosive technology for space to electric technology for the road. Leo, Molly, Gary, and Sam have deep discussions on Magnifica Humanitas takeaways, Wikipedia drama, Peter Thiel's mvoe to Argentina, and more! US Space Force confirms SpaceX will build sensor-to-shooter targeting network The most spectacular rocket explosion since N1 just happened in Florida What Pope Leo XIV's First Encyclical Says About the Power of AI Google's search overhaul has social media users baiting the 'AI Overview' to prove a point Apple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek Someone wrote a fake EULA into Bitcoin. Two hours later, they revoked it. Wikipedia editor is threatening to go on strike Ferrari reveals its first EV, with design help from Jony Ive In Argentina, U.S. Tech Billionaire Peter Thiel Finds An Escape Robotaxis Are Spreading Across the U.S.—and So Is the Backlash Host: Leo Laporte Guests: Gary Rivlin, Sam Abuelsamid, and Molly White Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: mill.com/TWIT box.com/AI zscaler.com/security ZipRecruiter.com/twit doppel.com
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another record Wall Street close on strong tech performance and prospect of a US-Iran ceasefire as a quarter of trapped Persian Gulf tankers have reportedly passed through the Strait of Hormuz with US Navy help; airlines grapple with higher fuel costs and declining traffic as the Department of Homeland Security threatens to pull immigration and customs enforcement officers from major US international airports to punish cities the Trump administration deems insufficiently supportive of its immigration crackdown as analysts warn the move would have a catastrophic impact on business and leisure travel to the United States; a banner week for Saab as Ukraine commits to acquiring up to 150 Gripen jets, Canada opts for four of the company's GlobalEye radar planes, and the Swedish firm strikes a partnership to mount its LoyalEye radar on General Atomics Aeronautical Systems' MQ-9; analysis of the Pentagon's plan to spend tens of billions of dollars on buying drones and investing in companies that make them; major Space Force contracts for SpaceX as the company launches history's largest ever initial public offering valued at $1.8 trillion, including a $4 billion award to develop a space-based air moving target indicator capability by 2028 that would make airborne early warning aircraft obsolete and $4 billion for missile tracking radars for Golden Dome missile defense system; and Elbit and Heico earnings.
Are we in the middle of one of the greatest bull markets of our lifetime?In this episode, Robert Ross zooms out from the daily noise around earnings, Fed meetings, wars, tariffs, oil shocks, and market volatility to explain his “100-year market cycle” framework. Since the Great Depression, stocks have moved through long secular bull and bear markets, with each major bull cycle powered by a new wave of economic development.Today, Robert argues that artificial intelligence is the force driving the next phase of this secular bull market. He explains why this looks more like the middle of a long-term cycle than the end, why earnings growth matters more than bubble narratives, and why the S&P 500 could have far more upside if this cycle resembles previous bull markets.He also answers a listener question about whether massive SpaceX and OpenAI IPOs could mark a market top, discusses why he avoids hyped IPOs at launch, and closes with a reminder to ride the bull market without getting reckless.
(7) Bob Zimmerman examines a massive Blue Origin rocket explosion that has grounded the New Glenn program and delayed NASA's Artemis missions, leaving SpaceX as the only viable private partner for immediate lunar goals.NOVEMBER 1961
SCHEDULE THE JBS, 5-29-26.457 THE AMBROSIAN ILIAD.(1) Jeff Bliss discusses the Los Angeles mayoral race between incumbent Karen Bass, who faces criticism over homelessness and crime, and unconventional candidate Spencer Pratt, who utilizes social media and "guerrilla campaigning" to gain traction.(2) Jeff Bliss highlights Las Vegas's pursuit of an NBA team to complete its status as a global sports capital, while the Fertitta family acquires Caesar's Palace, consolidating power among the city's casino billionaires.(3) Professor Richard Epstein analyzes the legal history of birthright citizenship and Donald Trump's executive order, arguing that the 14th Amendment has been misinterpreted and that the child's status should depend on the parent's.(4) Professor Richard Epstein describes the Trump administration's $1.776 billion "slush fund" as a fraudulent private agreement, noting that despite its likely illegality, legal standing requirements make it difficult for anyone to successfully challenge.(5) Jim McTague reports on Lancaster County's economy, noting record-breaking gasoline sales at Costco despite rainy weather, the rise of retirement-driven healthcare, and local "Luddite" opposition to a proposed data center in Columbia.(6) Veronique de Rugy discusses a proposed California tax on billionaires, warning it will drive high earners away and reduce state revenue, while a competing initiative seeks to protect regular citizens' savings from taxation.(7) Bob Zimmerman examines a massive Blue Origin rocket explosion that has grounded the New Glenn program and delayed NASA's Artemis missions, leaving SpaceX as the only viable private partner for immediate lunar goals.(8) Bob Zimmerman discusses mysterious subsurface changes in the sun and conflicting data regarding water ice at the lunar South Pole, while highlighting Mars' "brain terrain" as evidence of significant near-surface ice deposits.(9) Francis Rose details the Department of Veterans Affairs' ambitious rollout of a new electronic health record system in Michigan, aiming for a seamless "enlistment to grave" digital history for every member of the military.(10) Francis Rose explores the security risks of electronic health records, explaining how nation-states like China seek bulk data for espionage and how the government utilizes "zero trust" technology to deter sophisticated machine-speed hacks.(11) Gene Marks reports from Nashville that mid-market companies are aggressively adopting AI to supplement labor shortages rather than replace workers, while also navigating the complexities of receiving refunds for previously paid tariffs.(12) Gene Marks questions surveys claiming 93% small business growth and dismisses claims that AI will eliminate white-collar jobs soon, asserting that human workers will naturally adapt to new technology as they have historically.(13) Henry Sokolski argues that no inherent "right to enrichment" exists under the NPT, warning that Iran's nuclear ambitions and regional power plants create dangerous targets and risk a "hot spot" of nuclear-armed nations.(14) Henry Sokolski discusses Russia's "gray warfare" tactics against NATO, including drone provocations and sabotage of European infrastructure, warning that the United States is not taking these threats seriously enough compared to Europe.(15) Conrad Black discusses Alberta's threat to secede from Canada if the federal government blocks oil pipelines, detailing the political maneuvering between Premier Danielle Smith, indigenous groups, and Prime Minister candidate Mark Carney.(16) Lorenzo Fiori reports on a record-breaking Italian heat wave and the poor market reception of Ferrari's new electric vehicle, while noting that affordable Chinese EVs are rapidly becoming the top-selling cars in Italy.
On this week's edition of Le Show, Harry brings us regular segments like News of ICE, News from the Land of 4,000 Princes, News of the Godly, News of Musk Love, Truth Social Audio with Donald Trump, News of A.I., The Apologies of the Week, and News of the Warm. He also considers the war in Iran and rockets from SpaceX and Blue Origin.
This episode is a sprawling Moonshots roundup with three big pillars: AI governance and religion, AI's impact on jobs and entrepreneurship, and a moon/space-compute future centered on SpaceX, Starlink, and Tesla. Education survey: Moonshots.com/survey Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Apply for Salim's Pilot Program: https://openexo.com/organizational-singularity-pilot?video=I9c8STV7Hnw Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Connect with Peter: X Instagram Substack Website Xprize Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X Apply for Salim's Pilot Program Subscribe to Salim's YouTube channel Exponential Venture Capital Resources: https://openexo.com/resource-hub Connect with Alex Website LinkedIn X Email Substack Spotify Threads Listen to MOONSHOTS: Apple YouTube – *Recorded on May 28th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on Grumpy Old Geeks, Brian and Jason stare directly into the flaming garbage barge of “the future” and discover that self-driving vehicles still can't tell the difference between a road and an urban swimming pool. Waymo stranded robotaxis in both Atlanta and San Antonio, while Gothenburg's brand-new autonomous bus service survived roughly one day before getting rear-ended by a tram like a lost RoboCop scene directed by Benny Hill. Meanwhile, Ferrari unveiled the Jony Ive-designed Luce EV, proving that if you give Apple designers enough money and untreated minimalist impulses, eventually everything starts looking like an uninspired bar of soap.The AI bubble keeps inflating like a cursed parade balloon nobody knows how to land. Uber admits it's spending fortunes on AI without being able to explain what it actually improves, Starbucks killed its AI inventory system after repeated losses to dairy products, and Google's AI search now struggles with advanced concepts like “ignore,” “stop,” and spelling “Google.” CEOs remain committed to replacing workers anyway, with 99% expecting AI-driven layoffs because apparently nothing says innovation like firing junior staff and replacing them with autocomplete that thinks there are two Ps in Google. Meanwhile, Spotify continues its transformation into the content equivalent of a casino buffet with AI-narrated magazine articles, while Pope Leo emerges as the lone adult in the room, suggesting humanity maybe shouldn't hand civilization over to glorified pattern-matching slot machines.Elsewhere in dystopia, Trump Mobile exposed customer data to the open internet because, of course, it did, while the White House reportedly plans to force-install its official app on government phones in what feels like the world's least subtle spyware rollout. Prediction markets are devolving into a legal cage fight between states and crypto gambling enthusiasts. A Google engineer allegedly made $1.2 million through insider trading on Polymarket because we've apparently rebuilt Wall Street out of meme apps, and researchers say your Wi-Fi router can now identify you by how your meat body disturbs radio waves. Add in SpaceX building a military sensor-to-shooter network straight out of a cyberpunk fever dream, China launching artificial embryo experiments into orbit to explore off-world reproduction, and Erin Brockovich mapping AI data centers draining entire towns' worth of water, and suddenly the most comforting thing this week might be watching The Grand-ish Tour and pretending the world still runs on gasoline and bad decisions.Sponsors: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/748Watch on YouTube at https://youtu.be/1ji4EPiTgQ4Links:The Mandalorian and GroguWaymos in Atlanta and San Antonio keep driving into flooded roadsGothenburg's self-driving bus trammed on day oneFerrari Luce unveiled: Here's the first car from Jony Ive's design houseUber president says AI spending is getting ‘harder to justify'Trump Mobile has exposed customers' personal data, including home addresses and phone numbersThe White House is reportedly forcing its official app onto all government employee phonesKalshi and Rhode Island sue each other in latest challenge to prediction marketsGoogle engineer charged with insider trading after making $1.2M on PolymarketGoogle is currently struggling to define words like disregard, stop and ignoreWhy Google's AI can't spell Google (or anything else)Starbucks abandons its AI inventory tool after only nine monthsMajority of Americans Support Ban on Surveillance Pricing and Electronic Shelf LabelsAnsel Adams' trust says AI-colorized version of his work was exhibited without permissionPeople used AI to recreate the voices of pilots killed in a plane crashSpotify now lets you stream narrated magazine articles, tooPope Leo calls for AI to serve humanity and not concentrate power99% of CEOs Expect AI-Driven Layoffs in the Next Two YearsUS Space Force confirms SpaceX will build sensor-to-shooter targeting networkStar Trek Title Card GeneratorErin Brockovich launches a crowdsourced AI data center mapResearchers Issue Warning About Tech That Could Turn Every Router ‘Into a Potential Means for Surveillance'China Launched Artificial Embryos to Orbit to Find Out If We Can Have Space BabiesI Am Not a Robot: My Year Using AI to Do (Almost) Everything by Joanna SternInside the Box: How Constraints Make Us Better by David EpsteinThe Grand-ish TourSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Kara and Scott unpack the Enhanced Games and Trump's planned UFC event. Then, they break down Pope Leo's sweeping warning about AI, the DOJ's new probe into E. Jean Carroll, and Elon Musk floating a merger between Tesla and SpaceX. Plus, CBS pushes out “60 Minutes” correspondent Sharyn Alfonsi. Watch this episode on the Pivot YouTube channel.Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices