Podcasts about Spark

  • 11,810PODCASTS
  • 24,588EPISODES
  • 43mAVG DURATION
  • 4DAILY NEW EPISODES
  • Feb 20, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories




    Best podcasts about Spark

    Show all podcasts related to spark

    Latest podcast episodes about Spark

    Like a Bigfoot
    #439: Gregg Dunham -- Ultra Cyclist & Documenting the "Stage Coach 400" For His Next Film

    Like a Bigfoot

    Play Episode Listen Later Feb 20, 2026 68:09


    This week we are chatting with ultra cyclist and bikepacker Gregg Dunham all about his new film documenting the EPIC Stagecoach 400 race in Southern California!! Gregg also talks about what inspired "Hidden in Plain Sight" his film about a bikepack trip he took with friends through the Santa Monica mountains and some of his life challenges that inspired that project. Right now you can support Gregg by donating to his Seed and Spark campaign to help the Stagecoach film series get over the finish line of Post Production (I supported because I'm genuinely psyched to see it!) Hope you enjoy the episode! I found lots of inspiration from chatting with Gregg!! MORE FROM GREGG DUNHAM: Stagecoach 400 Campaign (SUPPORT HERE): https://seedandspark.com/fund/stagecoach-400 Instagram: https://www.instagram.com/gregg_sees_the_world/ "Hidden in Plain Sight": https://www.youtube.com/watch?v=_MDZCM2nYiI

    Pillow Talks
    E248: How to Talk About Sex With Your Partner (Without Making It Weird)

    Pillow Talks

    Play Episode Listen Later Feb 19, 2026 55:38


    Life has been a lot lately. So today, we're digging into the archives and bringing back one of the most important episodes we've ever recorded: how to talk about sex. Because communication is the thing that keeps connection alive. And these conversations don't have to feel awkward, heavy, or like you're about to start a fight. When you know how to do it right, talking about sex can actually be fun, flirty, and bonding. In this episode, we're breaking down the #1 mistake couples make when they finally try to talk about sex (hint: they wait until something feels bad), and we'll give you our favorite low-pressure ways to start opening up… even if your partner is resistant, nervous, or shuts down the second you bring it up.

    Scouting for Growth
    Gil Arazi: Redesigning Insurance Through Prevention, Risk, Growth, and Trust

    Scouting for Growth

    Play Episode Listen Later Feb 19, 2026 45:30


    In this episode of Scouting for Growth, Sabine VanderLinden welcomes Gil Arazi—a serial entrepreneur, executive, and leading insurtech investor—to explore the urgent transformation taking place in insurance. Gil Arazi argues that the industry's traditional role of simply paying claims post-loss is outdated and that prevention is the new north star for sustainable growth. Their conversation dives into why insurance must shift from risk transfer to risk mitigation, what the future holds as data, AI, and even quantum computing disrupt business models, and how prevention can actually drive profit—not just avoid cost. Gil Arazi introduces The Spark, a not-for-profit initiative designed to help insurers decrease systemic risk and increase societal resilience through practical collaboration, not empty innovation theater. KEY TAKEAWAYS Reflecting on my conversation with Gil Arazi, several themes truly stood out, affirming both the urgency and opportunity for true transformation across insurance.  First, it's clear that insurance cannot remain content with its legacy of paying claims post-loss. We are entering an era where prevention, not just remediation, is imperative—technological advancements, from AI to quantum computing, now offer insurers the tools to anticipate and prevent systemic risks, fundamentally altering their value to customers and society. The model must evolve from chasing losses to proactively reducing risk, and this shift is not just about cost efficiency, but empowering profitable growth through enhanced customer retention and relevance. In building The Spark as a nonprofit prevention lab, Gil Arazi emphasized a collective responsibility: by leveraging data, domain expertise, and increasingly mature technology, we—insurers, partners, and innovators—can bridge the protection gap and act as genuine “protection architects.” This vision requires us to move beyond innovation theater and toward real operational enablement, where execution trumps experimentation. The challenge, however, is not just technological—it is cultural and emotional. Building trust across competitors demands we fall in love with solving the problem, not just owning the solution. Clear boundaries and shared vulnerabilities create the foundation for meaningful collaboration on the risks no single entity can control alone. BEST MOMENTS “The insurance industry needs to move from reacting to the claim ... to proactive prevention of this damage or systemic risk.”  “The only way insurance can be actually successful and sustainably profitable is by being biased.”  “Technology will predict risk, but humans will decide what to do with it. Algorithms are very good at probability, but they're terrible at responsibility.”  “Do something good for humanity and for yourself. If you can't measure your impact by the loss that never happened, you're just optimizing the decline.”  “The real revolution isn't technological anymore. It is emotional, it is behavioral, and it is strategic.”  ABOUT THE GUEST Gil Arazi is recognized as an insurance industry disruptor and visionary. He's the founder and managing partner of Fintlv Venture Capital—a top insurtech VC fund with close to $1 billion invested globally—and the founder of The Spark, a purpose-driven, not-for-profit global prevention lab.  With a career spanning nearly 30 years, including executive leadership, board roles, and serial entrepreneurship in insurance, Gil Arazi has first-hand insight into the industry's pain points and future opportunities. His work focuses on shifting insurance from loss-payout to loss-prevention, leveraging technology and collaboration to build resilience and drive growth. LinkedIn ABOUT THE HOST Sabine VanderLinden is a corporate strategist turned entrepreneur and the CEO of Alchemy Crew Ventures. She leads venture-client labs that help Fortune 500 companies adopt and scale cutting-edge technologies from global tech ventures. A builder of accelerators, investor, and co-editor of the bestseller The INSURTECH Book, Sabine is known for asking the uncomfortable questions—about AI governance, risk, and trust. On Scouting for Growth, she decodes how real growth happens—where capital, collaboration, and courage meet. If this episode sparked your thinking, follow Sabine VanderLinden on LinkedIn, Twitter, and Instagram for more insights. And if you're interested in sponsoring the podcast, reach out to the team at hello@alchemycrew.ventures

    Unchained
    DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

    Unchained

    Play Episode Listen Later Feb 19, 2026 52:27


    The crew tackles everything from the CFTC's controversial stance on prediction markets to the real-world impacts of rising crypto crime. Thank you to our sponsors!  Figure is giving away $25,000 in USDC. Deposit into Democratized Prime, earn ~9% APY hourly—and every $1 you keep in for 25 days is 1 entry. Enter here  Adaptive Security: As AI makes deception easier, security gets harder. Adaptive runs deepfake and phishing simulations so your team can train for real-world threats. Explore more The CFTC has announced an innovation council, Chair Mike Selig has asserted that prediction markets are under the agency's ambit, SBF wants another trial and Nancy Guthrie's kidnapping is casting crypto in a negative light. In this episode of DEX in the City, hosts Jessi Brooks, Katherine Kirkpatrick Bos and TuongVy Le discuss how the distribution of the CFTC's council highlights industry's need for better gender equity, why Selig's stance on prediction markets triggers “a huge constitutional debate,” why SBF's push for a new trial is so dangerous for crypto, and whether the crypto industry can do more to mitigate crime. Find out why SBF's search for a new trial has far reaching effects beyond his case. Plus, can crypto tackle crime without sacrificing its benefits? If you want your crypto taxes done carefully — not guessed — Crypto Tax Girl is offering $100 off one-on-one crypto tax services. Their team focuses solely on crypto and has been helping investors navigate tax season since 2017. Save $100 here Hosts: ⁠Jessi Brooks⁠, General Counsel at Ribbit Capital Katherine Kirkpatrick Bos, General Counsel at StarkWare ⁠TuongVy Le⁠, General Counsel at Veda Links: Unchained: SEC and CFTC Signal United Front on Crypto Trump Won't Consider Pardon for SBF: Report DEX in the City: How Crypto Exchanges May Be Holding Up the Market Structure Bill This week's good news: How Ripple is Helping Great Ormond Street Hospital Charity to Unlock Crypto Philanthropy Learn more about your ad choices. Visit megaphone.fm/adchoices

    Sharp & Benning
    Creighton Finding a Spark - 4

    Sharp & Benning

    Play Episode Listen Later Feb 19, 2026 22:52


    More discussion on the Blue Jays win over the Huskies.

    Mike Gallagher Podcast
    Spark Republican Fire to Rally the Base

    Mike Gallagher Podcast

    Play Episode Listen Later Feb 19, 2026 46:04 Transcription Available


    Mike sounds the alarm on growing Republican voter apathy, warning that staying home could hand victories to Democrats despite strong economic numbers and Trump’s rising approval ratings. He presses Congressman Brandon Gill on the urgent need to energize the base, deliver on campaign promises, and keep momentum heading into November. The conversation also dives into frustration over the Epstein files, demands for accountability, and why some conservatives feel disillusioned with Republican leadership. Mike makes the case that the only path forward is to reignite the Republican fire—and show up when it matters most.See omnystudio.com/listener for privacy information.

    College Football Smothered and Covered
    SEAMLESS: Byron Brown's Auburn Move & Drew Mastemaker's Rise SPARK Transfer Quarterback DEBATE

    College Football Smothered and Covered

    Play Episode Listen Later Feb 19, 2026 29:32


    Can Auburn's offense reach new heights with the seamless transfer of quarterback Byron Brown and five USF wide receivers? Brian Smith ranks this year's top transfer portal QBs, spotlighting fit, scheme familiarity, and why bringing your center matters for instant success. From Byron Brown's elite dual-threat stats to Drew Mastemaker's record-breaking journey from North Texas to Oklahoma State, the discussion breaks down why system continuity trumps raw talent alone. Key questions include whether Brendan Sorsby's talent and experience can elevate Texas Tech, if Josh Hoover will thrive at Indiana, and how Sam Levitt's late spring start could affect his impact. Insights on NIL, the evolving transfer landscape, and the pressure on quarterbacks to deliver immediately round out the analysis. With coaches and quarterbacks moving as a package, which teams are primed for a smooth offensive transition—and who's set up to fall short in 2026? Everydayer Club If you never miss an episode, it's time to make it official. Join the Locked On Everydayer Club and get ad-free audio, access to our members-only Discord, and more — all built for our most loyal fans.  Click here to learn more and join the community: https://theportal.supercast.com/ Help us by supporting our sponsors!  5-Hour ENERGY Have your cake & drink it too. Birthday cake-flavor is back, no fork needed. Vanilla-y cakey flavor, caffeinated kick, and no sugar. It's party time. Order Now at https://5-hourENERGY.com or Amazon. Mazda Like our players, we're driven by the details. Because highlights make the reel. What it takes to get there makes it count. There's more to a Mazda. Because there's more to you. Turbo Tax For a limited time, you can have your taxes done by a local TurboTax expert for just $150 — all in, if a TurboTax expert didn't file for you last year. Just file by February 28. Take taxes off your plate and get back to your life.  Visit https://TurboTax.com/local to book your appointment today.  Indeed Listeners of this show get a $75 Sponsored Job Credit to help give your job the premium placement it deserves at http://Indeed.com/podcast FanDuel Use your Profit Boost on an NBA future and get entered for your chance to win a trip to the NBA Finals.  Play your game with FanDuel, the official sports betting partner of the NBA. Visit https://FANDUEL.COM to get started.  FANDUEL DISCLAIMER: 21+ in select states. First online real money wager only. Bonus issued as nonwithdrawable free bets that expire in 14 days. Restrictions apply. See terms at sportsbook.fanduel.com. Gambling Problem? Call 1-800-GAMBLER or visit FanDuel.com/RG (CO, IA, MD, MI, NJ, PA, IL, VA, WV), 1-800-NEXT-STEP or text NEXTSTEP to 53342 (AZ), 1-888-789-7777 or visit ccpg.org/chat (CT), 1-800-9-WITH-IT (IN), 1-800-522-4700 (WY, KS) or visit ksgamblinghelp.com (KS), 1-877-770-STOP (LA), 1-877-8-HOPENY or text HOPENY (467369) (NY), TN REDLINE 1-800-889-9789 (TN) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0
    Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

    Latent Space: The AI Engineer Podcast — CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

    Play Episode Listen Later Feb 19, 2026 55:18


    Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're

    SparkUp PVD
    Week #187: Joy In The Madness | Mid-Day Spark Up with Cristina Sev, DJ Franchise & PartywithRami

    SparkUp PVD

    Play Episode Listen Later Feb 19, 2026 38:04


    Station: 101.1 FM WBRU 360 & the WBRU360 AppOn this show, we're breaking down:Ray J's Bleeding Eyes Barack For PresidentPawtucket Shooting Plus, don't miss The Love Report with this week's topic: Is proposing on a holiday romantic or predictable?It's The Mid-Day Spark Up. Your weekly midday check-in where culture, conversation, and community collide. Hosted by Cristina Sev and co-hosted by DJ Franchise, this show brings real talk, good energy, and unfiltered perspectives.Week #187, from popular news, to world news, local headlines, love, and new music & then someWhether you're listening in the car, at work, at home, or anywhere across the country, this is your reminder to pause, spark your mind, and stay connected.Tune in every Tuesday Live 12 PM to 1 PM from Providence, RI on 101.1 FM WBRU360Stream on The Website: https://www.wbru.com/ Download The WBRU app on an iPhone: https://apps.apple.com/us/app/wbru/id1274238066 Download The WBRU app on an Android: https://play.google.com/store/apps/details?id=com.wbru&pcampaignid=web_shareFollow Cristina on Instagram: https://www.instagram.com/cristinasev_?igsh=enFkemc2MXAxOWx2 Follow Cristina on Tik Tok: https://www.tiktok.com/@cristinasev_?_r=1&_t=ZP-931QjkCHb7X Follow DJ Franchise on Instagram: https://www.instagram.com/djfranchise1?igsh=anptNXh6bTE3am9k Follow DJ Franchise on TikTok: https://www.tiktok.com/@djfranchise1?_r=1&_t=ZP-931Qmux6s3DFollow PartywithRami on Instagram:https://www.instagram.com/partywithrami/

    The Soul Horizon
    Intuitive Insights: Letting go of self-illusion to reclaim integrity, peace, and our vital spark of wholeness

    The Soul Horizon

    Play Episode Listen Later Feb 19, 2026 7:30


    In this episode, I share a recent intuitive writing that came through on the topic of reclaiming our wholeness by letting go of our masks. This writing introduces the concept that we'll be exploring in next week's episode which is titled—The Story of 'I': Letting go of self-illusion to reclaim integrity, peace, and our vital spark of wholeness.Become a member of The Soul Horizon community (or give a one-time donation) to support the podcast. Thank you for your generous support—it breathes life into The Soul Horizon.

    Dr. Finlayson-Fife's Podcast Archive
    Keeping the Spark Alive

    Dr. Finlayson-Fife's Podcast Archive

    Play Episode Listen Later Feb 18, 2026 31:11


    In this episode, Dr. Jennifer Finlayson-Fife joins the Date Your Spouse team to talk about what couples can do to bring a sense of aliveness to their marriage. She challenges the idea that going along to keep the peace is an act of love, explains why duty-based sex quietly destroys desire, and offers a surprisingly simple practice any couple can try TONIGHT to create more intimacy and connection.

    Fresh Start Family Show
    Parenting a Spicy One: How to Raise Strong-Willed Kids Without Losing Your Mind or Their Spark with Mary Van Geffen

    Fresh Start Family Show

    Play Episode Listen Later Feb 18, 2026 56:22


    Parenting a strong-willed child can feel intense, exhausting, and isolating, especially when your kid has big emotions, strong opinions, and a “justice-seeking” spirit that won't quit. In this episode of The Fresh Start Family Show, Wendy sits down with parenting coach and author Mary Van Geffen to talk about how to parent a “spicy one”, without losing your mind, your confidence, or their spark. You'll learn how to set firm and kind boundaries, why repair matters more than perfection, and how simple shifts in your tone of voice, pace, and posture can change everything when your child pushes back. Mary also shares powerful mindset shifts from her new book Parenting a Spicy One, including the idea that your child isn't your problem, they're your curriculum. If you're raising a strong-willed or “spicy” kid and you want more cooperation, less yelling, and a home that feels safer and more connected, this episode will feel like a deep exhale. ➡️ Head to ⁠⁠⁠⁠https://www.freshstartfamilyonline.com/310⁠⁠⁠⁠ for more info and links.

    Renegade Talk Radio
    Episode 502: American Journal US Attacking Iran Could Spark Global Economic Crisis & Launch WWIII, Plus Epstein Files Continue Exposing Satanic Globalist Cabal

    Renegade Talk Radio

    Play Episode Listen Later Feb 18, 2026 83:42


    US Attacking Iran Could Spark Global Economic Crisis & Launch WWIII, Plus Epstein Files Continue Exposing Satanic Globalist Cabal

    Live Purely with Elizabeth
    Chelsea Parke Kramer: The Spark of Parke and the Power of Community

    Live Purely with Elizabeth

    Play Episode Listen Later Feb 18, 2026 41:16


    This week, Elizabeth sits down with Chelsea Parke Kramer, founder of Parke, the effortlessly cool denim and elevated basics brand you've likely seen all over your feed. Chelsea shares how a chance discovery of vintage Levi's at a Miami farmers market became the spark for Parke, and how reworked men's jeans grew into a fast-moving, community-driven fashion brand. They dive into what it really looks like to build community both online and in real life, from TikTok storytelling to IRL pop-ups and meetups. Chelsea opens up about trusting your gut as a young founder, growing from a scrappy startup to a 20-person team, and the systems and support that made scaling possible. She also talks about how her background as a college athlete shapes her discipline today, and why movement is a non-negotiable for staying grounded through the highs and lows of entrepreneurship. If you're building something, or thinking about taking that first scary step, this conversation will leave you feeling inspired and a little braver. Episodes Here Chelsea: Parke Mentioned: Mimi Yoga Emma Yoga Fuze House The Standard Spa BareFaced Toning Pads Crown Affair Dry Shampoo Roller Rabbit The Wellness Process Say Hi To Elizabeth and Purely Elizabeth: Website | Instagram

    Socialist Revolution
    Will Epstein Spark the Next American Revolution?

    Socialist Revolution

    Play Episode Listen Later Feb 18, 2026 67:38


    ✊Join the fight against capitalism: https://communistusa.org/join/

    spark epstein next american revolution
    How Do You Use ChatGPT?
    OpenAI's Codex: This Model Is So Fast It Changes How You Code

    How Do You Use ChatGPT?

    Play Episode Listen Later Feb 18, 2026 46:40


    OpenAI's hottest app isn't ChatGPT—it's Codex.In the last few weeks alone, the Codex team shipped a desktop app, GPT-5.3 Codex (a new flagship model), and Spark, the fastest coding model I've ever used. Usage has grown fivefold since January, and over a million people now use Codex weekly. Codex was also the app that OpenAI chose to run an ad for in the Super Bowl.Dan Shipper talked to Thibault Sottiaux, head of Codex, and Andrew Ambrosino, a member of technical staff who built the Codex app, for Every's AI & I about what OpenAI is building and how they're using it internally.If you found this episode interesting, please like, subscribe, comment, and share! Want even more?Sign up for Every to unlock our ultimate guide to prompting ChatGPT here: https://every.ck.page/ultimate-guide-to-prompting-chatgpt. It's usually only for paying subscribers, but you can get it here for free.To hear more from Dan Shipper:Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Head to granola.ai/every and get 3 months free with the code EVERY.Timestamps:  00:00:00 - Start00:01:27 - Introduction 00:05:27 - OpenAI's evolving bet on its coding agent 00:09:42 - The choice to invest in a GUI (over a terminal) 00:20:38 - The AI workflows that the Codex team relies on to ship 00:26:45 - Teaching Codex how to read between the lines 00:28:45 - Building affordances for a lightening fast model 00:33:15 - Why speed is a dimension of intelligence 00:36:30 - Code review is the next bottleneck for coding agents 00:41:24 - How the Codex team positions against the competition Links to resources mentioned in the episode:Thibault Sottiaux: Tibo (@thsottiaux)Andrew Ambrosino: Andrew Ambrosino (@ajambrosino)Every's vibe check on everything the Codex team launched: OpenAI's Codex App Gains Ground on Claude Code, GPT-5.3 Codex—The 10x Engineer, Now More Fun at Parties, AI as Fast as Your Train of Thought

    Heather du Plessis-Allan Drive
    Jolie Hodson: Spark CEO on the company posting an 83 percent increase in net profit

    Heather du Plessis-Allan Drive

    Play Episode Listen Later Feb 18, 2026 5:31 Transcription Available


    Telecommunications company Spark's mobile and broadband businesses delivered some revenue growth over the first half, contributing to an 83 percent increase in net profit. The company is reporting a net profit after tax of $64 million, compared with $35 million from a year ago. Spark CEO Jolie Hodson says the company's still recovering, but there's clear signs things could go up. LISTEN ABOVESee omnystudio.com/listener for privacy information.

    The Golf Podcast Presented by Golficity
    Did LIV Golf Finally Get the Spark it Needed?

    The Golf Podcast Presented by Golficity

    Play Episode Listen Later Feb 17, 2026 28:43


    Anthony Kim's emotional comeback win had the entire golf world watching — but did it finally give LIV Golf the spark it's been searching for? In this week's episode of the golf podcast we'll ask the question everyone's debating: was Anthony Kim's LIV Golf win the turning point the league has been waiting for? We break down why Golf Digest called it an “authentic moment” that money couldn't manufacture, and why it mattered beyond the feel-good story—especially with LIV Golf now earning Official World Golf Ranking (OWGR) points. Kim's victory sparked immediate impact, jumping from No. 847 to No. 203 in the world rankings, putting majors back into the conversation and proving how much these points can change a season (and a career). We also unpack the optics of a rocky 2026 for LIV, including big-name departures, and whether Kim's comeback can actually move the needle on viewership. Plus, we dive into why LIV Golf Adelaide continues to be the model event for the league, drawing 115,000 fans in 2026 after 94,000 (2024) and 102,000 (2025)—making it one of the most attended golf events in Australia and a real example of “growing the game” in an underserved market. Finally, we read listener reactions from both sides of the PGA Tour vs LIV divide and debate whether this was a one-time moment—or the start of something bigger.   Listen to This Week’s Show Download on iTunes here Listen on Spotify here Thanks to this Week’s Sponsors Titleist is committed to ensuring that every golf ball delivers superior quality and consistency.  From ball to ball, dozen to dozen we should expect our golf ball to perform exactly the same way, shot after shot. That's why Titleist owns the design, the technology and the manufacturing to make sure consistency spot on every time. They even conduct all the testing and quality checks to make sure nothing slips through the cracks.  Titleist is the #1 ball for every player and the #1 ball in golf.  Choose the best for your game and find out more at Titleist.com. Trust your golf game to FootJoy, the number one Shoe in Golf. Shop now at FootJoy.com. Thanks for tuning to The Golf Podcast! Cover Image via X

    The Culture War Podcast with Tim Pool
    Epstein Co-Conspirator BODY DOUBLE?! Ghislaine Maxwell Photos Spark Theory THEY BOTH ESCAPED

    The Culture War Podcast with Tim Pool

    Play Episode Listen Later Feb 17, 2026 31:03


    BUY CAST BREW COFFEE TO SUPPORT THE SHOW - https://castbrew.com/ Become A Member And Protect Our Work at http://www.timcast.com Host: Tim Pool @Timcast (everywhere) Guest: My Second Channel - https://www.youtube.com/timcastnews Podcast Channel - https://www.youtube.com/TimcastIRL

    You Are Beautiful with Lawrence Zarian

    LZ interviews actor Michael Urie on the podcast “You Are Beautiful,” beginning with playful banter and a lip-sync to “Don't Cry Out Loud,” which prompts Lawrence to share a personal memory of hearing the song as a closeted teen and how it shaped his connection to Michael's fearless public identity. Michael answers Lawrence's mirror question while doing press from The Daily Show green room, noting Shrinking has been renewed and joking about fixing a broken hot-water handle in his Upper West Side apartment. They discuss Michael's Texas roots in Plano, his early love of movies and storytelling inspired by Tim Burton, and how shyness led him to play alone with toys while inventing stories. Michael describes a key high-school turning point when a substitute and his teacher moved him into an advanced theater class, being pushed into Fiddler on the Roof due to a lack of boys, and realizing performance was for him after getting a big, repeatable laugh; he also competed in speech tournaments. Michael talks about coming out with support from his older queer sister, having dated girls in high school, and feeling that people in New York and at Juilliard made “intelligent assumptions” as he grew into himself. Lawrence shares his own later-in-life public coming-out and sobriety, and a Harrison Ford anecdote from Live with Regis and Kelly; Michael reflects on long careers, working with Harrison Ford on Shrinking (including the character's Parkinson's storyline), and how acting can evolve into old age, mentioning June Squibb. In rapid-fire topics, Michael discusses Ugly Betty: multiple auditions, Mark St. James originally intended only for the pilot, Vanessa Williams's generosity, and their on-set comedic collaboration; he highlights his proudest element—the bond between Mark and Justin Suarez and the storyline confronting Mark's mother. Asked for advice to queer youth in a difficult climate, Michael emphasizes “find the helpers,” chosen family, and that it's not worth expending energy trying to change people—find your tribe. He also reflects on stage work including Buyer & Cellar (hundreds of performances and famous attendees, though Barbra Streisand never came), Torch Song with Mercedes Ruehl, Once Upon a Mattress as an unexpected dream role, and the shocks and performances in Oh, Mary! with Jinkx Monsoon. The episode ends with Michael sharing that his relationship works because he and his partner listen to each other, and he completes Lawrence's closing prompt: he is beautiful because of the reflection of life he receives back—joy, humanity, and connection.Menu: 00:00 Pajamas, Popcorn & Finally Meeting Michael Urie01:04 Breaking the Ice: A Surprise Lip-Sync Challenge02:14 “Don't Cry Out Loud” Deep Dive: Music, Memories & Meaning04:06 Why This Podcast Exists: Beauty, COVID Reset & Fearless Living05:54 A Camp Crush & Learning to Hide Feelings07:19 Mirror Question: Pride, Sobriety & Where You Are Today07:53 Press Day Wins & Upper West Side Life (and No Hot Water)10:51 Texas Roots: Plano, Two-Stepping & Oil Can Harry's12:46 The Spark to Perform: Movies, Toys, Theater Class & Getting the Laugh18:52 Coming Out Journeys: Family Support, Julliard & Finding Your Person25:05 Was I Born for This? Finding the Path to Acting25:38 Support Systems & ‘It Was Meant to Be'27:34 Working Forever: June Squibb, Harrison Ford & Aging in the Craft30:17 Harrison Ford's Humble Movie-Star Moment (Hair & Makeup Story)31:28 Rapid Fire Begins: Landing Ugly Betty's Mark St. James34:06 Why Mark/Justin Mattered: Representation, Heart & Comedy38:29 Advice for Queer Kids Today: Find the Helpers, Find Your Tribe42:12 Stage Lessons: Buyer & Cellar and the Barbra

    Great Pop Culture Debate
    Best Tori Amos Song

    Great Pop Culture Debate

    Play Episode Listen Later Feb 17, 2026 54:45


    Myra Ellen Amos – better known as Tori Amos – is a singular voice in American popular music. While she has been nominated for such major accolades as Grammys and MTV Video Music Awards, she never received significant mainstream radio play in America. Still, her prodigious musical skills and captivating, poetry-rich lyrics confronting topics like religion, misogyny, and sexual assault made her an alt-pop icon who enjoyed considerable success in the 1990s and beyond. Now, more than 30 years into her musical career, and on the eve of the release of 18th studio album, In Times of Dragons, the Great Pop Culture Debate wants to look back and attempt to name the Best Tori Amos Song.Songs discussed: “Silent All These Years,” “Taxi Ride,” “God,” “Winter,” “Spark,” “China,” “Little Earthquakes,” “Crucify,” “Cornflake Girl,” “Jackie's Strength,” “Tear in Your Hand,” “Pretty Good Year,” “Raspberry Swirl,” “Hey, Jupiter,” “A Sorta Fairytale,” “Precious Things”Join host Eric Rezsnyak, Patreon sponsor Bob Erlenback, and GPCD panelists Jim Czadzeck and Kate Racculia as they discuss and debate 16 of their favorite songs by Tori Amos.For the warm-up to this episode, in which we discuss additional Tori Amos songs that didn't make the bracket, become a Patreon supporter of the podcast today. EPISODE CREDITSHost: Eric RezsnyakPatreon Sponsor: Bob ErlenbackPanelists: Jim Czadzeck, Kate RacculiaProducer: Derek MekitaEditor: Bob ErlenbackIntro/Outro Music: "Dance to My Tune" by Marc Torch#toriamos #90smusic #90s #music #altpop #poprock #littleearthquakes #prettygoodyear #crucify #god #spark #thesepreciousthings #silentalltheseyears #winter #taxiride #intimesofdragons #boysforpele #fromthechoirgirlhotelSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Find Your Spark
    256: Igniting Hope with the Next Generation through their Own Wellbeing & Resilience

    Find Your Spark

    Play Episode Listen Later Feb 17, 2026


    Brooke sits down with Santy Sanchez and Beto Contreras from the Insight Alliance to explore a powerful truth: wellbeing and resilience already live within every human being- yes, even young people. This conversation shines a light on how nurturing the self-awareness of their unbreakable SPARK can unlock potential and inspire hope in the next generation. Whether you're an educator, parent, mentor, or community leader, this conversation will leave you inspired and better equipped to help ignite hope in the those you serve by simply shining a light on their own wellbeing and resilience. If you enjoyed our guests today and want to reach them, directly contact them at: https://www.theinsightalliance.org/

    The Setup Man: Chicago Cubs Podcast
    Championship Talks in Chicago: Tom Ricketts Raises the Stakes

    The Setup Man: Chicago Cubs Podcast

    Play Episode Listen Later Feb 17, 2026 47:53


    Alex and Ty talk about the Shelby Miller addition, and watch a crazy old school baseball fight to start the show! Then, the guys react to Tom Ricketts latest comments as the full squad has reported to Spring Training.Support this Show and Your Health! 15% Off Spark (Instructions: after clicking on the link, click on the "Energy" tab to find Spark: https://www.advocare.com/home/?D=130822575FREE Cubs Talk Facebook Group: https://www.facebook.com/groups/cubstalkGo to www.setupman.net and subscribe to our mailing list to become a part of Setup Man Nation so you never miss a show! We also do free giveaways for those who are on our list!Check us out on social media:Instagram: https://bit.ly/setupmaninstaTwitter: https://bit.ly/setupmantwitter

    Baskin & Phelps
    Hour 3: Second half expectations for the Cavs, James Harden adding a spark, Tom Brady issues with ownership and commentating

    Baskin & Phelps

    Play Episode Listen Later Feb 17, 2026 37:01


    Baskin & Phelps discuss second half expectations for the Cavs, James Harden adding a spark and Tom Brady issues with ownership and commentating

    Connect with Sheila Botelho
    When Your Spark Goes Quiet | EP 571

    Connect with Sheila Botelho

    Play Episode Listen Later Feb 17, 2026 7:14 Transcription Available


    Get the private reflections I share with leaders navigating scale → Sheila's NotesEpisode LinksContinue the conversation in Sheila's Notes.

    NZ Tech Podcast
    Celebrating NZ Innovation: Hi-Tech Awards, AI, and Tech Leadership

    NZ Tech Podcast

    Play Episode Listen Later Feb 17, 2026 50:56


    Join Paul Spain as he welcomes Marian Johnson for a lively discussion about New Zealand's tech innovation scene. Explore the NZ Hi-Tech Awards, tips for aspiring finalists, Partly's exciting journey in North America, and why New Zealand is positioned to lead globally in technology and innovation.Plus, the latest tech news including:NZ's annual space launch limit increasedChris Liddell joins AnthropicParking fine Tech mishapsRussian Soldiers tricked by fake Starlink registrationsRing doorbell Superbowl ad sparks privacy backlashBlue Origin unveils TeraWave Satellite Internet ServiceA big thank you to our show partners One NZ, Spark, Workday, 2degrees, Fortinet and Gorilla Technology.

    Besties and the Books Podcast
    Ep 98 Ruining Fantasy Books!! aka Petty Things in Fantasy Books that Just Don't Make Sense...

    Besties and the Books Podcast

    Play Episode Listen Later Feb 17, 2026 73:31 Transcription Available


    Send a textWe're fantasy readers! You can get us to believe anything! Almost… Today we're unpacking all those things in fantasy and romance books that have us thinking…

    Front Porch Chats
    The Science of Spark- Full STEAM Ahead Grant in Action

    Front Porch Chats

    Play Episode Listen Later Feb 16, 2026 23:39


    Creative learning meets real-world impact in this episode featuring the Full STEAM Ahead Grant from Flint Energies and the Flint Energies Foundation.Guest Holly Owen, a teacher at Tucker Elementary School in Perry, Georgia, shares how STEAM projects spark curiosity and engagement in and beyond the classroom.The Full STEAM Ahead program supports PreK–12 public and private schools in Flint Energies' 17-county service area. Two schools will receive $3,000 grants funded through unclaimed capital credits designated for education.

    The Anfield Index Podcast
    Media Matters: David Lynch on Liverpool's Upward Trend, Salah Spark and Slot's Progress

    The Anfield Index Podcast

    Play Episode Listen Later Feb 16, 2026 18:51


    Liverpool's form is improving and the numbers back it up. David Lynch analyses the Brighton win, Salah's resurgence, Szoboszlai's brilliance and whether Arne Slot's side are finally building real momentum. Encouraging signs are there, but consistency remains the ultimate test. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Power Meeting Podcast
    En grej till: Love is Blind s10e06 – "I can't always spark up a conversation 20 hours of the day”

    The Power Meeting Podcast

    Play Episode Listen Later Feb 16, 2026 65:06


    Vi har äntligen tagit oss igenom den första batchen! I avsnitt sex pratar vi Alex drömmar om att bada isvak i Antarktis, pinsamma Beckham-hat och störiga aura, Bries ältande och allmänna besatthet av Chris, Devontes drömmar om vita kvinnor, Alex första move på Brittney + mycket mer. Enjoy! Hosted on Acast. See acast.com/privacy for more information.

    Know Your Risk and Insurance Coverage with RiskProNet
    How Outmarket AI Is Transforming Insurance Workflows for Independent Agencies

    Know Your Risk and Insurance Coverage with RiskProNet

    Play Episode Listen Later Feb 16, 2026 28:01


    Independent agencies are being asked to move faster, manage more data, and deliver more value without increasing headcount. Outmarket AI was built to solve exactly that challenge.In this episode, RiskProNet Executive Director Matt Sasso sits down with Vishal Sankhla (CEO & Co-Founder) and Andrew Khalatov (Head of Sales) to explore how Outmarket AI is reshaping daily workflows for brokers and account managers. From policy reviews and quote comparisons to branded proposals, contract analysis, and claim disputes, Outmarket gives teams the ability to work faster and with greater accuracy.We dive into why general-purpose AI tools fall short for insurance, what makes vertical AI essential for agencies, and how RiskProNet members are already seeing time savings, workflow improvements, and real revenue impact. We also cover Outmarket's security-first architecture and why their private cloud deployment model matters for compliance and client trust.RiskProNet members receive full access to a free trial, unlimited seats, and onboarding support.If you want a look at how AI is actively transforming agencies today, this episode is for you.Learn more about Outmarket AI at: https://outmarket.ai/Timecodes:00:02 – 01:32 | Opening the Conversation: Insurance Meets AI01:33 – 03:36 | Vishal's Journey: Uber, Meta, Ethos Life, and the Spark for Outmarket03:37 – 04:45 | Andrew's Path: From Strategy to Insurance AI04:46 – 06:06 | Why Outmarket Exists: Solving the Agency Workflow Problem06:07 – 07:03 | The Outmarket Pitch: One Platform for Every Workflow07:04 – 08:18 | Vertical AI vs. General AI: The Real Difference08:19 – 09:50 | How Outmarket Understands Insurance Better Than General Tools09:51 – 12:32 | Real Use Cases Across the Network: Policy Reviews, Comparisons, Proposals12:33 – 13:49 | Security First: Private Cloud Instances and Data Isolation13:50 – 16:09 | Eliminating Busywork: Quotes, Contracts, Claims Done Fast16:10 – 17:16 | Zero-Lift Adoption: Drag-and-Drop Workflows and Instant Output17:17 – 18:33 | Two-Minute Analysis: Deep Review at Lightning Speed18:34 – 20:36 | Prospecting Power: Faster Proposals and BOR Wins20:37 – 22:48 | What Truly Sets Outmarket Apart: Breadth, Customization, Adoption22:49 – 24:04 | One Platform vs. Many Tabs: Keeping Teams in Sync24:05 – 25:41 | Getting Started: Free Trials and No Implementation Required25:42 – 26:36 | Measuring ROI: User Adoption and Team Impact26:37 – 27:31 | Looking Ahead: Deepening the Partnership27:32 – 28:01 | OutroResources:Become a member at RiskProNet.comConnect with Matt Sasso on LinkedIn: https://www.linkedin.com/in/matthew-sasso-8161b752/Connect with Vishal Sankhla on Linkedin: https://www.linkedin.com/in/vishalsankhlaConnect with Andrew Khalatov on Linkedin: https://www.linkedin.com/in/andrewkhalatov/Connect with Outmarket AI on LinkedIn: https://www.linkedin.com/company/outmarket-ai/Connect with RiskProNet on LinkedIn: https://www.linkedin.com/company/riskpronet-international

    Conscious Michiana Podcast
    Awaken Your Spark: Entering the Year of the Fire Horse with Dr. Natalie Kilheeney

    Conscious Michiana Podcast

    Play Episode Listen Later Feb 15, 2026 30:44


    In this episode, we're joined by Dr. Natalie Kilheeney, a doctor of Acupuncture and Herbalism, to explore the meaning of the Lunar New Year and the vibrant energy of the Year of the Fire Horse. We talk about how this dynamic year can inspire passion, creativity, and motivation, while also learning how to stay balanced and avoid burnout. Dr. Natalie shares how Qigong helps cultivate inner vitality, align with seasonal cycles, and support gentle transformation through breath and mindful movement. This conversation reflects the mission of Conscious Michiana, connecting ancient wisdom with modern life and supporting whole-person wellness. Visit ConsciousMichiana.org for full episode show notes.

    Anthony On Air
    Epstein Files Spark Resignations, Nancy Guthrie New Ransom Note, Kurt Cobain Twist | AOA Podcast

    Anthony On Air

    Play Episode Listen Later Feb 14, 2026 124:57


    On this episode, the Jeffrey Epstein scandal keeps unraveling as shocking email exchanges trigger high-profile resignations and expose elite connections that refuse to fade away. We break down the crude messages that forced Goldman Sachs' top lawyer out and the DP World chief stepping down after sexually explicit Epstein emails surfaced. Plus, a major development in the Nancy Guthrie disappearance after investigators say newly recovered DNA doesn't match anyone close to her, and a detailed reconstruction of her final known route home. And the Kurt Cobain debate returns again as new reporting reignites the suicide vs homicide controversy decades later. We separate fact from speculation and explain what's actually new versus recycled conspiracy chatter.#JeffreyEpstein #NancyGuthrie #KurtCobainGet more AoA and become a member to get exclusive access to perks:https://www.youtube.com/channel/UCOfx0OFE-uMTmJXGPpP7elQ/joinGet Erin C's book here: https://amzn.to/3ITDoO7Get Merch here - https://bit.ly/AnthonyMerchSubscribe to the Anthony On Air Podcast here:Facebook - https://bit.ly/AntOnAirFBYouTube - https://bit.ly/AntOnAirYTApple Podcast - https://bit.ly/AntOnAirAppleSpotify - https://bit.ly/AntOnAirSpotTwitter - https://bit.ly/AntOnAirTwitterInstagram - https://bit.ly/AntOnAirInstaTikTok - https://www.tiktok.com/@anthonyonairpodDiscord - https://discord.gg/78V469aV22Get more at https://www.AnthonyOnAir.com

    Smart Talk
    The Spark Weekly 2.15.2026: The Declaration of Independence at 250 and Building the Future of Local Journalism

    Smart Talk

    Play Episode Listen Later Feb 14, 2026 44:30


    A standing-room-only crowd filled the room at Gettysburg College as businessman, philanthropist, and historian David Rubenstein took the stage for this year’s Blavatt Lecture, an annual event hosted by the Eisenhower Institute that brings in speakers with distinctive perspectives on American democracy. and Veteran journalist David Greene and Pennon interim President and CEO Tom Baldrige discussed Greene’s new nonprofit, Always Lancaster, which will assume ownership of LNP | LancasterOnline and transition the historic newspaper into an independent nonprofit newsroom. Greene, who moved to Lancaster as a teenager and began his journalism career at McCaskey High School before going on to the Baltimore Sun and NPR, described the effort as “almost like a calling,” outlining a three-part revenue model built on subscriptions, advertising, and philanthropy to sustain local journalism.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

    Arseblog - the Arsecasts, Arsenal podcasts
    Episode 864 - Looking for the spark

    Arseblog - the Arsecasts, Arsenal podcasts

    Play Episode Listen Later Feb 13, 2026 70:33


    In this episode I'm joined by Ryan Hunn of the Stadio podcast to pore over last night's 1-1 draw with Brentford. We discuss a first half in which nothing much happened, but one which raised further questions about Eberechi Eze, and how we get more out him in an Arsenal shirt. The half-time introduction of Martin Odegaard helped, Noni Madueke put us ahead but we immediately sat back and Brentford equalised not long afterwards. We try and explain how and why that happened, as well as chatting about the final stages of the game in which we could have both won and last the game, coping with the chaos of the opposition set-pieces, hindsight substitutions, the grind of the Premier League, what Mikel Arteta will do – if anything – to try and find the attacking spark, and lots more.Follow Ryan on BlueSky here: https://bsky.app/profile/ryanhunn.bsky.socialGet extra bonus content and help support Arseblog by becoming an Arseblog Member on Patreon: https://www.patreon.com/arseblog Hosted on Acast. See acast.com/privacy for more information.

    Modern Medicine Movement
    The Biology of Love: The Hormones Behind Connection

    Modern Medicine Movement

    Play Episode Listen Later Feb 13, 2026 50:30


    In this episode, Dr. Thomas Hemingway goes deep on the Biology of Love and Connection and how you can Renew that Spark in your relationship and also Deepen the connection through Science!He will take you on a fascinating journey from the desire and chemistry of attraction to the deep connection of an enduring committed relationship and the science behind it and how you can augment and deepen your relationship in simple actionable steps.He will also share of an amazing opportunity to go deeper in this area with the Relationship Upgrade program which is a 3-part series available here FREE:Enjoy this powerful podcast and Share with a friend or partner:)Join my Free Masterclass on Midlife Hormones, "Why You Don't Feel like Yourself anymore and What to Do about it!"*ACCESS my FREE workshop, "GET 10 Years Younger, Stronger, and Sharper"  How to turn back your biological age 10-20 years so you can do the things you want to do that you no longer thought possible due to your age.  Perform at your best and live your best life!*And, in my new Performance, and Longevity medical practice we specialize in turning back your biological age and OPTIMIZING HORMONES so you can feel a decade or more younger so you can do the things you want to do that you thought were no longer possible due to your age.  Join the waitlist here!*SHARE with a Friend and please drop a Review:)*Don't wait to Prioritize your health, Start Today with the Simple and Powerful Steps detailed in my Best-selling book.*GET DIRECT ACCESS to DR. HEMINGWAY in these AMAZING COURSES!**Free resource: 'The truth about GLP-1s and their alternatives' - https://drthomashemingway.myflodesk.com/n1yyjkcb68Mahalo and Aloha andTo your health,

    Spark of Ages
    The Science Behind When Customers Decide to Buy/Patrick Renvoise - Brains, System 1, Value Prop ~ Spark of Ages Ep 57

    Spark of Ages

    Play Episode Listen Later Feb 13, 2026 57:15 Transcription Available


    We explore how real decisions start in the primal brain and how neuromarketing turns that insight into practical steps to capture, convince, and close. Patrick Rénvoisé shares the six stimuli, the Neuromap method, and how to sell with contrast, proof, and story in a world shaped by AI and deepfakes.• defining neuromarketing and the brain's buy button• six stimuli that drive attention and action• the four steps: diagnose, differentiate, demonstrate, deliver• financial, strategic and personal value with proofs• visuals, props and seven‑second stories• memory design: strong openings and endings• good friction early, ease at decision• AI agents, deepfakes and trust building• examples from Apple and service guarantees• website first view: show the pain and the reliefEver wonder why a rock‑solid value prop still gets a lukewarm yes? We go straight to the source—the brain—and unpack how decisions really happen. Patrick Rénvoise, co‑founder of SalesBrain (and architect of the award‑winning Neuromap) joins us to break down the biological buy button and the exact steps to reach it without gimmicks or hype.We dig into the six primal stimuli that cut through noise—personal, contrastable, tangible, memorable, visual, emotional—and show how to turn them into actions your team can use today. Patrick walks us through a four‑step persuasion method: diagnose the pain your buyer actually feels, differentiate with an “only” claim, demonstrate the gain with numbers and risk‑reversal, and deliver the story that the primal brain can grasp in seven seconds. Along the way, we map value into three buckets—financial, strategic, and personal—and pair each with the right proof, from customer cases to demonstrations that make promises real.The conversation stretches beyond tactics. We examine mirror neurons and authentic empathy in sales, why fairness can override economic sense in negotiations, and how to design “good friction” that encodes memory before you remove barriers to buy. We also confront the agentic AI era and deepfakes: if seeing isn't believing and algorithms don't feel, how do we build trust and make messages stick? Expect concrete examples, from Domino's guarantees to Apple's evolving story, plus website advice you can deploy immediately—lead with pain and the contrast of relief so your offer lands fast.Patrick Renvoise: https://www.linkedin.com/in/patrickrenvoise/Patrick Renvoisé, the Co-Founder and Chief Neuromarketing Officer of SalesBrain, the world's first neuromarketing agency. Having trained over 200,000 executives worldwide, Patrick helps companies scientifically capture, convince, and close more business by targeting the true decision-maker: the brain.  Patrick is the architect of the NeuroMap™, an award-winning model of persuasion based on the "Primal Brain" (or System 1) discovered by Nobel Laureate Daniel Kahneman. Before pioneering the field of Neuromarketing, he managed multi-million dollar supercomputer transactions at Silicon Graphics and LinuxCare, closing complex deals in excess of $100 million. Patrick holds a Master's in Computer Science from the National Institute of Applied Sciences in Lyon.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

    ai master apple co founders system decide customers spark ages lyon brains national institutes computer science domino science behind applied sciences neuromarketing system1 silicon graphics value prop patrick r primal brain sandeep parikh salesbrain neuromap patrick renvoise buy patrick patrick renvois chief neuromarketing officer
    Besties and the Books Podcast
    WUTHERING HEIGHTS FOR DUMB DUMBS! | A Beginner's Reading Guide to Literary Classics

    Besties and the Books Podcast

    Play Episode Listen Later Feb 13, 2026 39:11 Transcription Available


    Send a textHave you officially jumped on the Wuthering Heights bandwagon yet? If you're anything like us, reading this classic novel by Emily Brontë for the first time, you may find yourself thinking “WTF!?” on every other page, confused about the point of view, the narrator, the timelines, and the ghosts…? And we get it! So do not fret; we've got you! Welcome to our newest bonus series where we're taking deep dives into some of the most beloved classics of our time, kicking it off with Wuthering Heights! We're just in time for the new and controversial movie written and directed by Emerald Fennell… starring Margo Robbie and Jacob Elordi and marketed as “the greatest love story of all time.”

    Messi Ronaldo Neymar and Mbappe
    The £27M Norwegian Spark: Can Oscar Bobb Transform Fulham's Future?

    Messi Ronaldo Neymar and Mbappe

    Play Episode Listen Later Feb 13, 2026 3:13


    Fulham has officially "audaciously" pivoted from mid-table safety to European ambition with the £27 million capture of Oscar Bobb. In this episode, we dissect why this "Norwegian wunderkind" is the perfect tactical wildcard for Marco Silva's attacking system.We journey from his silky-skilled beginnings in Oslo to his time as one of Manchester City's "crown jewels," where he racked up a staggering 10 goals and 8 assists in just 22 youth appearances. We discuss how Bobb's low center of gravity and "slippery, inventive" playstyle will mesh with veterans like Willian and Andreas Pereira at Craven Cottage. Is this the move that sees Fulham polish another diamond, or will the Premier League's physicality be too steep a test? Oscar Bobb transfer, Fulham FC news, Manchester City academy, Premier League wonderkids, Marco Silva tactics.

    The Secret Cabal Gaming Podcast
    Dungeon Masters Ludus 02: The Spark Of Inspiration

    The Secret Cabal Gaming Podcast

    Play Episode Listen Later Feb 12, 2026 53:48


    Hark and well met, noble Cabalists! Return ye now to the dust-laden tomes and candlelit halls of the Dungeon Master's Ludus, that ancient library of wisdom and whispered lore. On this day, the Lords gather in solemn counsel to ponder a matter most sacred to all who bear the mantle of Storycrafter - the elusive spark of inspiration. Come then, and let us speak of where ideas flare bright as dragonfire bringing forth sagas of brave heroes, dark ruins, and fearsome beasts.

    Behavioral Grooves Podcast
    Throwback Thursday: The Myth of the "Relationship Spark" | Logan Ury

    Behavioral Grooves Podcast

    Play Episode Listen Later Feb 12, 2026 88:37


    Love is in the air this Valentine's Day...or is that science? Today, we're throwing it back to 2021, when we had the privilege of chatting with Logan Ury, Director of Relationship Science at Hinge, about the challenges people face in modern dating. From getting ready for a first date to maintaining a relationship long term, Logan gives us valuable insights and advice on how to overcome common hurdles and make the most out of each stage or the dating life.  So, the question of the day is - are you a maximizer, satisficer, or romanticizer? Tune in to find out.  Links About Logan How Not to Die Alone by Logan Ury Music Links Hamilton - Satisfied Chance the Rapper - Coloring Book

    Build Your Digital Community
    How One Supportive Community Could Spark Your Next Business Transformation

    Build Your Digital Community

    Play Episode Listen Later Feb 12, 2026 30:10


    Fresh off their 3rd High Vibe Women Retreat, Kristina, Maria and Janette are recapping the magic of the room and the incredible transformations they got to witness in the attendees.This group of women from diverse backgrounds came together to embrace their vulnerabilities, share their stories, and take bold action toward their business goals, truly showcasing the power of community.Kristina, Maria, and Janette are discussing their favourite moments from the retreat and breaking down why intimate events like these can be so important for your personal journey and your business development.Key things to listen for: How 24 hours in the right room can lead to life changing transformations.Breaking through imposter syndrome to build unwavering confidence in yourself and your business.The power of vulnerability and how it fosters deep, meaningful connections.The stories of real women taking bold action and making big changes to move closer to their dream life. This episode is a testament to what is possible in just 72 hours. Whether you're at a crossroads in your business or simply in need of a refreshing boost of confidence, maybe it's time you lean into some intimate community.  Here's your reminder of what's possible when you surround yourself with like-minded women!Save your spot on the next retreat! May 26th-28th in CollingwoodMentioned in this Episode:Find Your Next Bestseller on Faire and get 10% off with the code ‘HIGHVIBE10'Join the High Vibe Women Online CommunityCome to the next RetreatLook out for other upcoming High Vibe Women EventsTake Our Social Media QuizWork with The Social Snippet!Send me a text!Support the showFor Your Information: • Host your podcast on Buzzsprout! •Join The High Vibe Women Online Community! • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 25% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

    The Setup Man: Chicago Cubs Podcast
    Palencia Named Closer: Cubs Bullpen Breakdown & Names to Watch

    The Setup Man: Chicago Cubs Podcast

    Play Episode Listen Later Feb 12, 2026 46:30


    Alex and Ty react to the news that Daniel Palencia was (sort of) named the closer as the Cubs start Spring Training. Then, the guys look at the other options for the bullpen to see who are the names to watch this March.Support this Show and Your Health! 15% Off Spark (Instructions: after clicking on the link, click on the "Energy" tab to find Spark: https://www.advocare.com/home/?D=130822575FREE Cubs Talk Facebook Group: https://www.facebook.com/groups/cubstalkGo to www.setupman.net and subscribe to our mailing list to become a part of Setup Man Nation so you never miss a show! We also do free giveaways for those who are on our list!Check us out on social media:Instagram: https://bit.ly/setupmaninstaTwitter: https://bit.ly/setupmantwitter

    Love Life with Matthew Hussey
    What Dating Burnout Is Actually Doing to Your Brain — w/ Dr. Guy Winch, Part 2

    Love Life with Matthew Hussey

    Play Episode Listen Later Feb 11, 2026 53:20


    Dating can burn you out . . . especially when you've been rejected, ghosted, or stuck in that exhausting loop where nothing ever turns into something real. In Part 2 of my conversation with clinical psychologist Guy Winch, we get into how to stop showing up in “don't mess this up!” mode, how to shift from avoiding loss to actually going for connection, and how to date in a way that protects your energy.We also tackle modern dating burnout—why it turns into cynicism, how to spot the patterns keeping you stuck, the “coffee date” debate, the “burned haystack” method, and real red flags vs. over-filtering.---------►► Grab your copy of Dr. Guy Winch's new book Mind Over Grind: How to Break Free When Work Hijacks Your Life at guywinch.com/books/mind-over-grind ►►

    KNBR Podcast
    Steph-less Warriors providing a spark

    KNBR Podcast

    Play Episode Listen Later Feb 11, 2026 30:00


    Sportsphone KNBR Hour 2: Kerry Crowley breaks down the Warriors state of the franchise after a couple of exciting, yet flawed wins in their last 3 games without superstar Steph Curry. Also a replay of Kerry's hit on Dirty Work from earlier in the day.See omnystudio.com/listener for privacy information.

    Close the Chapter Podcast with Kristen Boice
    Rebuilding Intimacy When the Spark Feels Gone with Dr. Bat Sheva Marcus

    Close the Chapter Podcast with Kristen Boice

    Play Episode Listen Later Feb 11, 2026 49:13


    In this encore episode, Kristen sits down with certified sex therapist and clinical director of Maze Women's Sexual Health, Dr. Bat Sheva Marcus to talk about shame, fantasy, desire, and how discomfort can actually deepen intimacy. You'll learn: Why shame and silence around sex disconnect couples. How fantasy and reality are different and why that matters. What really affects desire, including hormones, stress, and mindset. How body image and performance anxiety block intimacy. Ways to talk to kids and teens about sex without creating shame. Why leaning into discomfort can actually improve your sex life. Connect with Dr. Bat Sheva Marcus: www.drbatsheva.com Subscribe at www.kristendboice.com and get a free 5-day journal to begin closing the chapter on what doesn't serve you and open the door to the real you. Connect with Kristen: Get Kristen's newsletter, packed with tangible tools, resources, and inspiration:  https://kristen-d-boice-llc.mykajabi.com/newsletter Watch the episodes on YouTube: https://www.youtube.com/@KristenDBoiceLMFT Follow Kristen on Instagram:  https://www.instagram.com/kristendboice/ Kristen's TikTok: https://www.tiktok.com/@KRISTENBOICE Have Kristen Speak at Your Event: https://kristendboice.com/speaking/ Disclaimer: https://kristendboice.com/disclaimer/ This information is being provided to you for educational and informational purposes only. It is being provided to you to educate you about ideas on stress management and as a self-help tool for your own use. It is not psychotherapy/counseling in any form. This information is to be used at your own risk based on your own judgment. For counseling services near Indianapolis, IN, visit www.pathwaystohealingcounseling.com. Pathways to Healing Counseling's vision is to provide warm, caring, compassionate and life-changing counseling services and educational programs to individuals, couples and families in order to create learning, healing and growth.  

    Radical Health Radio
    156: How to Find Your Life Partner (& Keep the Spark Alive) ft. Chris Bates

    Radical Health Radio

    Play Episode Listen Later Feb 11, 2026 85:05


    Chris Bates is a dating coach and author of The Dating Edge. In this episode, learn how to create the romantic relationships and friendships that actually fulfill you. Bates breaks down radical transparency, why male friendships matter, and how to show up as your true self (not a performing version). Whether you're dating, in a relationship, or struggling with loneliness, you'll walk away with a real framework for building friendship and life-long intimacy.

    Paint The Medical Picture Podcast
    Newsworthy OIG Work Plan for January 2026, Trusty Tip on New MA Compliance Guidance, and Elisabeth Kübler Ross' Spark

    Paint The Medical Picture Podcast

    Play Episode Listen Later Feb 11, 2026 20:10


    Welcome to the Paint The Medical Picture Podcast, created and hosted by Sonal Patel, CPMA, CPC, CMC, ICD-10-CM.Thanks to all of you for making this a Top 15 Medical Billing & Coding Podcast for 5 Years on Feedspot. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sonal's 17th Season starts up and Episode 2 features a Newsworthy update on the OIG Work Plan for January 2026.Sonal's Trusty Tip and compliance recommendations focus on the new industry segment-specific compliance guidance document issued by the OIG for Medicare Advantage parties.Spark inspires us all to reflect on beauty, abundance, and innovation based on the inspirational words of Elisabeth Kübler Ross.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paint The Medical Picture Podcast now on:Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6hcJAHHrqNLo9UmKtqRP3X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/paint-the-medical-picture-podcast/id153044217⁠7⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://music.amazon.com/podcasts/bc6146d7-3d30-4b73-ae7f-d77d6046fe6a/paint-the-medical-picture-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find Paint The Medical Picture Podcast on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCzNUxmYdIU_U8I5hP91Kk7A⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find Sonal on LinkedIn:⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/sonapate/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠And checkout the website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://paintthemedicalpicturepodcast.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you'd like to be a sponsor of the Paint The Medical Picture Podcast series, please contact Sonal directly for pricing: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PaintTheMedicalPicturePodcast@gmail.com⁠⁠

    Unlocking Your World of Creativity
    T. Christian Helms, Founder & Creative Director, Helms Workshop

    Unlocking Your World of Creativity

    Play Episode Listen Later Feb 9, 2026 16:29


    Today we're welcoming T. Christian Helms, Founder and Creative Director of Helms Workshop, an award-winning branding agency known for building brands that truly connect.https://www.linkedin.com/in/tchristianhelms/T. Christian's WebsiteOver the past 15 years, Christian has led creative strategy for beloved names like Jack Daniel's, Hershey, Austin Beerworks, and Howler Brothers—helping them clarify their voice, tell authentic stories, and bring creative visions to life.But what makes Christian's creative journey especially powerful is the transformation behind the work. After years struggling with an undiagnosed illness, he rebuilt his life and his business using the same creative tools he teaches—clarity, storytelling, curiosity, and purpose. Today he helps companies and creators alike rediscover their creative spark and turn ideas into meaningful impact.Rebuilding Through CreativityChristian, your story includes a long period of illness and recovery—and ultimately a complete personal and creative reset. How did those challenges shape the way you think about creativity, purpose, and your role as a storyteller and brand builder?The Spark of Curiosity and PlayYou often talk about the importance of curiosity and play in breaking out of creative ruts. How do you intentionally bring curiosity into your process, both for yourself and for the brands you help shape?Storytelling as StrategyYour agency is known for helping brands find their soul and voice. What's your approach to uncovering an authentic story—whether you're working with a global brand like Jack Daniel's or an emerging creative business?Rebuilding Creativity After BurnoutMany of our listeners have faced burnout, adversity, or seasons where their creative energy felt depleted. From your own journey, what have you learned about restoring creativity when the tank feels empty?Creating Meaningful ImpactYou've said that great design connects—and great stories endure. What does “impact” look like to you now? And how can today's creators translate their ideas into work that actually makes a difference for others?Christian, for creatives who are listening and may be at a crossroads—professionally, personally, or creatively—what's one small step they can take today to reconnect with their creative spark?”Thanks to our sponsor, White Cloud Coffee Roasters, fueling creative conversations everywhere. Listeners, enjoy 10% off your first order with the code CREATIVITY at checkout. Visit whitecloudcoffee.com.And before you go, download your free e-book A World of Creativity, featuring insights and interviews from the podcast. Visit mark-stinson.com

    Things That Will Help
    Room For the Spark Will Help

    Things That Will Help

    Play Episode Listen Later Feb 9, 2026 25:54


    Buffy had a plan for how she would give birth: what she would wear, where she would be, how it would unfold. It was a lovely plan which did not pan out at all. This is an episode about holding our plans and ideas with a loose grip so we don't miss the primal magic that wants to come through. Buffy tells stories of birthing gowns, Charlotte's Web, and more, to illustrate how having a real-time, unfolding conversation with the alive and breathing world is just as important (and maybe more) than the plans we make.