Podcasts about TAM

Matt Cole spent fifteen years at CalPERS — the largest public pension fund in the U.S. — running more than $70 billion in global fixed income, where his portfolios reportedly never underperformed their benchmark in a single year. Today he's Chairman & CEO of Strive (Nasdaq: ASST), the first publicly traded asset-management Bitcoin treasury company — and the man who just made a security pay a dividend every single business day, the first time that's ever happened in U.S. market history. This is the structured-finance mind behind "digital credit" — the idea that you can split a perpetual Bitcoin position into two instruments: a low-volatility, yield-bearing preferred (SATA, now paying daily) and the amplified Bitcoin common stock underneath it. Matt explains why he calls digital credit the biggest story in Bitcoin, how a zero-debt balance sheet survives Bitcoin going "to one penny tomorrow," and why he's laser-focused on a thirty-year digital gold rush. If you've ever wondered what happens when a Wall Street fixed-income operator goes all-in on Bitcoin — this is it. We discuss: The first security in U.S. market history to pay a dividend every business day — and why "the dividend event is no longer an event" Digital credit as the biggest story in Bitcoin — attacking a $300 trillion TAM, where 1% is larger than Bitcoin's entire market cap today Zero debt and 18 months of dividend reserves — why "Bitcoin could go to one penny tomorrow and we don't blow up" Why Michael Saylor called Strive's SATA the most interesting story in Bitcoin right now "Bitcoin is hope" — the line that closes the show Subscribe so you never miss an episode.

A well-dressed man is found dead on an Australian beach with no identification, no known family, and a hidden scrap of paper reading “Tamám Shud” - “it is finished.” What followed became one of the strangest mysteries of the 20th century involving secret codes, missing labels, Cold War spy theories, and a question that haunted investigators for more than 70 years. This week, Michael Kent dives into the eerie true story of the Somerton Man. Then we play the Yap Yap Quiz with The Cosmic Romantics! Review this podcast at https://podcasts.apple.com/us/podcast/the-internet-says-it-s-true/id1530853589 Bonus episodes and content available at http://Patreon.com/MichaelKent For special discounts and links to our sponsors, visit http://theinternetsaysitstrue.com/deals

Kevin, Grayson, and The Chief are in the thick of international duty now with Pavel Bucha being called up to the Czech Republic, only to be turned down just hours away from the World Cup roster deadline! Miles Robinson made a play that is being shared all over the internet, just not for anything good he did. Then in Part Two it's the first in what is sure to be a long running series of building an MLS team! DPs, U22s, and TAM players made up of Cincinnati restaurants.    Timestamps:  (10:01) - FC Cincinnati Players Abroad  (56:16) - Drafting a Cincinnati Restaurant Team   Links:  Looking for an MLS podcast? Check out The World's GAM Visit our friends at Streetside Brewery Our friends at E&L Roofing have all your Gutter, siding, and roofing needs covered!  Check out The Post at www.thepostcincy.com Music by Jim Trace and the Makers Join the Discord Server and jump into the conversation Follow us on BlueSky, Twitter,  Facebook, Instagram, and YouTube Support us on Patreon https://www.patreon.com/ThePostCincy

Rozmowa z Michałem Kokotem z "Gazety Wyborczej" dotyczy napiętej sytuacji politycznej na Węgrzech, gdzie Péter Magyar rozpoczął bezkompromisową walkę z układem władzy Viktora Orbána. Nowy lider zażądał dymisji prezydenta Tamása Sulyoka, wprost nazywając go "marionetką", która posłusznie milczała w obliczu afer korupcyjnych i skandali pedofilskich. Ekspert wyjaśnia, że stawką w tej batalii nie są jedynie osobiste ambicje, ale pilna potrzeba usunięcia lojalnych wobec Fideszu urzędników (zabezpieczonych wieloletnimi kadencjami), którzy mogą blokować kluczowe reformy.

Tam shares how an organization hobby unexpectedly led to DIY projects, renovations, and a whole new way to express her creativity. A conversation about following your curiosity and seeing where a hobby takes you. @theartofhobbyness www.artofhobbyness.com

Featuring: Ammosart, Ashgar, Belghast, Kodra, and Tamrielo   Hey Folks! We had quite the list of topics this time around.  We start off with a bit of a postmortem on Zero Parades and how that game really stuck the landing.  From there, Bel talks a bit about the upcoming final patch for Destiny and how it might have saved the game. Tam discusses his feelings so far about 007 First Light and how its Hitman DNA shows through while being a unique game and not a DLC.  Many games were released this week, and we talked about some of them before diving into Mina the Hollower. We talk a bit about Esoteric Ebb, which is another game that shares some lineage with Zero Parades and Disco Elysium.  Finally, we talk a bit about our league starts for Path of Exile II, and how the early game is a real slog. Kodra is having a much better time than Bel is, but they are both progressing towards the endgame.   Topics Discussed: Zero Parades Nails It Last Gasp of Destiny 007 First Light Many Games Released Mina the Hollower Esoteric Ebb Path of Exile II - Return of the Ancients

Two hours of the best Trance music, this is episode 424 of The Trance Empire with your host, Rodman.     Choose your player

SpaceX's S-1 filing reveals why Elon Musk may be closer than ever to becoming the world's first self-made trillionaire, as Patrick Bet-David and the panel break down the company's $28.5 trillion TAM, massive AI ambitions, Starlink upside, and what this IPO could mean for investors

This week, Skippy and Doogles chat about the SpaceX IPO and ask if your TAM is basically “the entire digital economy plus maybe Mars,” do fundamentals still matter? Then they turn to a viral MasterCard sell decision as a case study in how not to handle underperformance, before wrapping with Chris Hohn's concentrated portfolio of toll booths, rails, ratings agencies, and other monopolies.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

From where we started to where we are now, Erin & Tam reflect on how their hobbies (and mindsets) have evolved over the course of the podcast. What's changed, what surprised them, and what they'd do differently if they were starting today.   @theartofhobbyness https://www.artofhobbyness.com/

Featuring: Ace, Ammosart, Ashgar, Belghast, Kodra, Tamrielo, and Thalen   Hey Folks! We had a stacked show last night and had a bit of a rolling start as Thalen joined in a little late.  We start off with Tam talking about re-exploring Xenogears, and then Ace finding their groove in Dead as Disco.  Tam has a kid who is rapidly becoming a Pokémon fiend and, as a result, has been exploring the latest entry, Pokémon Violet.  Ace convinced Bel to ignore his fear of deep water and play some Subnautica 2 Multiplayer. Bel and Kodra discuss their plans for the upcoming Path of Exile II League Start this next Friday, and Tam discusses his enjoyment of Zero Parades.  Finally, we have some pen and paper talk about Eclipse Phase 2nd Edition and Public Access Kickstarter Edition. Lastly, a few rapid-fire topics as we join the Landsraad in Dune Awakening and Destiny 2 enters maintenance mode.   Topics Discussed: Xenogears Dead as Disco Pokemon Violet Subnautica 2 Multiplayer Path of Exile 2 League Start Plans Zero Parades Eclipse Phase 2nd Edition Public Access Kickstarter Edition Dune Awakening Landsraad Destiny 2 Ending

Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy's STRETCH could turn BTC into digital capital, why Jeff says the “Ponzi” framing misunderstands the balance sheet, how 13% yield and daily dividends could disrupt credit markets, and why this new financial layer may expand Bitcoin's TAM far beyond gold. ---

ACIM Quote:I give you to the Holy Spirit as part of myself. ⁶I know that you will be released, unless I want to use you to imprison myself. ⁷In the name of my freedom I choose your release, because I recognize that we will be released together. (ACIM, T-15.XI.10:5-7)Today's Guest: Levi Dean joins Tam and Matt to discuss being abandoned as a child twice and how hitting bottom later in adulthood led him to turn to forgiveness.Post-Interview Note from Levi:"It is important for me to share that my Mom has also worked hard to overcome and heal her past. Her and I share a strong loving relationship and she is a wonderful present grandmother to my children."Levi's Music:Streaming: https://open.spotify.com/album/6hMtx7ysD44nzz0qUoZHvA?si=BZr98pLzTCabIzxxOLWrswSocial Media: @levideanmusic Website: https://levideanandthemesarats.hearnow.com/back-to-the-pathMentioned On The Podcast:Santa Fe, New Mexico https://en.wikipedia.org/wiki/Santa_Fe,_New_MexicoBook: The Disappearance of The Universe By Gary R. Renard https://www.amazon.com/Disappearance-Universe-Straight-Illusions-Forgiveness/dp/B0BB8F6GDX/Want to Support The Podcast with a Donation?Visit https://www.miraclevoices.org/donateThink your Forgiveness Story Could Inspire Others? Please submit your story at: https://www.miraclevoices.org/form

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Take the 2026 AI Engineering Survey and get >$2k in credits and AIE WF tickets!On the product side, everyone is getting Computer - Perplexity, Manus, Cursor, and so on. Meanwhile on the research side, agentic evals like TerminalBench and GDPVal are also assuming computer (Harbor). On both ends, the consolidating LLM OS stack has become a standard toolkit, and Daytona is one of a small set of AI Infra companies that are booming because of it.“The end of localhost” has been Ivan Burazin's obsession for more than a decade.Something that is all too familiar…Long before agents became the default way people talked about software development, Ivan was already chasing the idea that development should not depend on a fragile local machine. CodeAnywhere, one of the first browser-based IDEs, was an early attempt at that future: move the development environment into the cloud, make setup reproducible, and free developers from the endless “works on my machine” tax.The thesis was directionally right, but the market wasn't ready yet.However, agents changed that. They do not care about a laptop, desk setup, or favorite editor. They need a computer they can access through an API: something stateful enough to keep working, fast enough to spin up instantly, flexible enough to resize, isolated enough to be safe, and composable enough to run the messy real-world workflows that real software engineering actually requires.Daytona isn't just selling “sandboxes” in the narrow code-execution sense. It is the latest version of Ivan's original localhost thesis.In this episode, Daytona's CEO joins swyx to explain why AI agents need more than code execution boxes: they need composable computers, stateful sandboxes, instant startup, dynamic resources, and infrastructure that can survive workloads going from zero to 100,000 CPUs.We go deep on the new agent compute market: Daytona's hard pivot from human dev environments to AI sandboxes, the New Year's Eve MVP that customers begged for, why Daytona runs on bare metal with its own scheduler, how one customer runs almost 850,000 sandboxes a day, and why RL/eval workloads went from 0% to roughly 50% of usage in just months. Ivan also explains why agents need Windows and macOS machines, why CLI may matter more than MCP, why Kubernetes is painful for this workload, and why the future AI cloud may look more like Stripe than AWS.We discuss:* How Daytona grew out of CodeAnywhere, Shift, and the “end of localhost” thesis* Why Daytona pivoted from human dev environments to AI sandboxes* Why agents need composable computers instead of disposable code execution boxes* The New Year's Eve MVP that customers chased API keys for* Why Daytona chose bare metal, stateful snapshots, and its own scheduler* How Daytona spins up one sandbox in ~60ms and 50,000 sandboxes in ~75 seconds* Why Daytona's biggest customer runs ~850,000 sandboxes a day* How RL/eval workloads create zero-to-100,000 CPU spikes* Why RL workloads went from 0% to roughly 50% of Daytona usage* Why customers compare Daytona against EKS/GKS and say they're “never going back”* Why every AI agent may need a computer, including Windows and macOS environments* The Apple licensing constraints that make macOS sandboxes hard* Why CLI gives agents more power than MCP* How open source helps agents integrate Daytona* Why agent-generated PRs may break today's CI/CD assumptions* Why AI SaaS companies reselling tokens may face a cold shower* Why the AI cloud may look more like Stripe than AWSIvan Burazin* LinkedIn: https://www.linkedin.com/in/ivanburazin* X: https://x.com/ivanburazinDaytona* Website: https://www.daytona.io* X: https://x.com/daytonaioTimestamps* 00:00:00 Hook* 00:01:12 Introduction* 00:03:15 CodeAnywhere, Shift, and the end of localhost* 00:05:58 What Daytona is: composable computers for AI agents* 00:08:07 The pivot from dev environments to AI sandboxes* 00:10:17 The New Year's Eve MVP and customers begging for API keys* 00:12:56 Bare metal, stateful sandboxes, and Daytona's scheduler* 00:17:28 60ms startup, 50,000 sandboxes, and 850K daily runs* 00:21:53 Spiky RL/eval workloads and the new agent infra problem* 00:28:12 RL workloads, Kubernetes pain, and dynamic resizing* 00:33:31 Why every AI agent needs a computer* 00:38:48 macOS sandboxes and Apple's licensing problem* 00:44:28 Why CLI may matter more than MCP* 00:48:11 Open source, GitHub stars, and agent integration* 00:53:11 Git, CI/CD, and agent collaboration bottlenecks* 00:58:15 Founder life and building a 25-person infra company* 01:02:44 AI SaaS, token resale, and API-first business models* 01:06:10 GPU sandboxes, data centers, and compute growth* 01:09:48 Why the AI cloud may look more like Stripe than AWS* 01:11:26 Closing thoughtsTranscriptIntroduction: Daytona, CodeAnywhere, and the End of LocalhostSwyx [00:00:02]: Okay, we're in the studio with Ivan Burazin, CEO of Daytona. Welcome.Ivan [00:00:07]: Thanks for having me, man.Swyx [00:00:08]: Ivan, you and I go back.Ivan [00:00:10]: Way back.Swyx [00:00:11]: How I don't even know how, you found, did you reach out or, for Shift.Ivan [00:00:17]: I reached out to you. The reason was you - we were just - we were thinking about I was one of the co-founders of CodeAnywhere, the first browser-based IDE, and so we were thinking a long time of, localhost should die. And you had this article.Swyx [00:00:29]: End of localhost.Ivan [00:00:30]: Then I reached out to you because of that, and then we talked, and I was actually at a different job and learning about I was the head of, developer experience, and you were quite well-versed in that, and I actually reached out to you, among other people, how do we go about that? What are the key things and whatnot at this point in time? And you were nice enough to take the call, and I remember I was late on your call with you.Swyx [00:00:51]: I don't remember.Ivan [00:00:52]: I remember because I was with my then I'm thinking of a girlfriend or wife at that point in time, I'm not sure. It's the same person, so that's great, and I was late ‘cause we were, in, Italy on, vacation, and then I was late for something. I felt so bad, and you were so nice to be, good about.Swyx [00:01:10]: The reason I'm nice is because I'm also late to other people, so it's like, who's, who's without sin here, yeah, so I have to, for those who don't know, InfoBip Shift, there's this whole thing that, you did in the past, and, and that was basically one of the inspirations for me starting AI Engineer, which is like, I have to thank you for giving me that push to be like, “Oh, you can, you can build and sell conferences?”Ivan [00:01:34]: I remember you asked you asked me at the beginning to give me advisory shares, and I was so focused on what we were doing, I said no, and I should've took the advisory shares. So I'm sorry, dude. But anyway.Swyx [00:01:43]: We're not, we're not venture backed.Ivan [00:01:44]: No, it doesn't matter.Swyx [00:01:45]: It's Yeah, anyway, so I think what's impressive about you is that CodeAnywhere is the thing that you've been trying to build, and, you kind of put it on hold and then came back after InfoBip. Just give us the story, do you - the story and the origin story, going into Daytona.From CodeAnywhere and Shift to DaytonaIvan [00:02:05]: Sure. Like, really way back, me and my co-founder have been together. I say this, I've said this multiple times, it's like we were married and divorced and married. Some people actually ask me is my co-founder my partner. they thought it literally. It's not literally, but we have done multiple companies together, and to your point, we had this shift where we went from the CodeAnywhere to the conference called Shift, and then back to, Daytona. We originally started stacking servers, doing like virtualization in the early 2000s and, routers and doing basically all these things, at a foundational level, and that was a services company which we sold to focus on what my co-founder actually invented, which was the very first browser-based IDE, right, I say the first. Before us was actually Heroku. They did it for a very short time until they became Heroku. But outside of them, we were the only one, and it was called.Swyx [00:02:55]: There was Cloud9.Ivan [00:02:57]: Cloud9 came out slightly after us. There was Replit, which came out when we stopped doing it, Replit came out, and they have been successful since then, which is great. There was Nitrous.io. There was quite a few that existed at the time, but it was like too early. But the interesting part is that we, at that point in time, because there was no VS Code, there was no Kubernetes, and Docker had just started when we Or I'm not sure if it was even public at that point in time. And so we had to build everything to the whole stack ourselves and that was the key learning that we brought into and that we've been using in Daytona today. So it was super early. There's about 3 million people used CodeAnywhere. It was slightly, it was angel-backed more than venture-backed. We ended up paying everyone back because it didn't have that sort of scale. But, three years ago, we started something similar with Daytona, which is not what we are today, but it was automating dev environments for human engineers, the basically the underlying stack of CodeAnywhere. And then we did a hard pivot last January to sandboxes. And so here we are.Swyx [00:04:01]: Historic pivot, yeah, and, it's one of those things where, I had independently invested in CodeAnywhere, but also in E2B, and then both of you pivoted into the same thing, and I'm like, “F**k.”Ivan [00:04:12]: You invested, you invested in Daytona. You invested in Daytona. But you were the first If we had not got your check, we wouldn't have done it.Swyx [00:04:18]: No way.Ivan [00:04:19]: No, it was like, “We have to get him on board first,” and you were that kicker that we, that got us off the ground.Swyx [00:04:23]: No, because you were putting me on your pitch deck, man. I was like, “Man, this is like a good trip if I don't invest.”Ivan [00:04:29]: That's because it was your quote. It's like we.Swyx [00:04:30]: Yeah. It's the end of localhost.Ivan [00:04:31]: Did a bunch of research about end of localhost and who was interested in that,.Swyx [00:04:34]: No, that's like, I put, I wrote that blog post, and every single company in that field reached out to me, and then every VC who was receiving those pitches then also had to call me and, talk it, talk through it with me.Ivan [00:04:47]: It's finally happening though.Swyx [00:04:48]: It was really super interesting.Ivan [00:04:48]: It's finally happening.Swyx [00:04:49]: It's finally happening.Ivan [00:04:49]: Yeah, it's finally.Swyx [00:04:49]: It's finally happening, with maybe sort of non-human users. Yeah, so what is Daytona today? Let's get like a quick description. I'm wearing the shirt.What Daytona Is Today: Composable Computers for AI AgentsIvan [00:04:58]: You're wearing the shirt. Yes,.Swyx [00:04:59]: It says, I think your branding is very good. Like, it's very consistent. It runs AI code. Like, it cannot be simpler.Ivan [00:05:05]: Exactly, but we're gonna probably have to change that.Swyx [00:05:07]: Oh, s**t.Ivan [00:05:07]: It's also a subset of what we do. Unfortunately, we really love this, Run AI Code is super simple. People interpret it different ways. I think we've given out 5,000, 6,000 of these shirts. People wear them with pride because it doesn't really market about us.Swyx [00:05:21]: Yeah, Daytona's on the back.Ivan [00:05:22]: It markets the back. It markets to the person itself, so I think we did a really good job on that one. But it is also a subset of what we do, because people, when they think about Run AI Code, they just think about these small, let's call it isolates, code execution boxes that, you send some code, you get an output. Whereas what Daytona is today is essentially composable computers for AI agents. It is, the market calls them sandboxes which can be misleading.Swyx [00:05:44]: All these things. All these things on.Ivan [00:05:45]: Yeah, exactly, ‘cause it can be misleading ‘cause people usually think about sandboxes as a demo or a test environment versus a production-grade environment. But what Daytona does, if you think of the laptop that you have in front of you or the computer that's over there, or, my wife is an architect, so she has like a Windows with a 3D graphics card inside to do 3D rendering. Like, as humans, we have different computers or different compositions of computers. And our belief is strongly that agents today and going forward will need all these different compositions of computers to do different types of tasks. And so we offer that basically through an API.Swyx [00:06:19]: Yeah, to give people - I'm trying to sort of front-load all the aha moments or the wow moments so that people can, stay engaged and click like and subscribe. the market is exploding, right? Like, you have been reporting 74% month-on-month growth, and it also, it's just been growing for a while. Like, it's been going like this. And every single - It's not just you guys. It's every single.Ivan [00:06:41]: Everyone, yeah.Swyx [00:06:42]: Sort of, compute provider. I don't know if you agree with me saying compute provider or not.Ivan [00:06:48]: It's fine.Swyx [00:06:48]: Yeah. So like organically PLG-driven growth, but also enterprise is doing super well, I think I wanna rewind to January of last year when you did the pivot. Like, so you obviously called this market early, and you were positioned for it, and you are now one of the market leaders. But what was the insight that made you do the pivot?The Pivot: From Human Dev Environments to Agent SandboxesIvan [00:07:06]: The insight that made us do this pivot is the quarter before that, so end of 2024, when we had - Basically, we did a demo with - I don't I think we discussed this as well, Devin was not public. You actually gave me access to Devin at that time. So Devin.Swyx [00:07:25]: I did?Ivan [00:07:26]: Yeah, you gave me access.Swyx [00:07:26]: I don't think I was supposed.Ivan [00:07:27]: Yeah, exactly.Swyx [00:07:28]: Yeah, I.Ivan [00:07:28]: So it doesn't matter. You.Swyx [00:07:29]: Yeah. I gave like three friends access.Ivan [00:07:31]: Yeah, or it was a call and you showed it to me. It doesn't matter. but OpenDevin was available, which is now called OpenHands. And so we're like, “Oh, this seems to be a thing. This is not public. Let's take our for human automation of dev environments and take, OpenDevin and launch that as a SaaS.” And we did that. Not very many people signed up and used it, but a lot of people reached out that were building agents, and they were like, “Hey, my agent needs a compute sandbox runtime,” whatever you wanna call it. I forgot what it was called at that point. And then we were like, “Oh, amazing. This is a new market. Here is our infrastructure. Here's our product, and go.” And what we found really fast, soon, was that people did not like what we had built. It didn't work. And I remember talking to people at the beginning when we're doing this, the sandbox we're building for agents. People were like, “Oh, why is it different? It's the same thing. We have like EC2, we have VMs, we have all these things.” But we saw that everyone we gave it to, it was like 20, 30 people, they all said, “No.” Like, “This is not what we need. This sort of breaks.” And basically, me and my co-founder not knowing a lot about - ‘cause we're infra people. We're not AI people. So I basically took it upon myself to like watch every single podcast that exists, including all of, all of these and all that, and sort of get up to date, read all the blogs, like get, understand what's going on.Swyx [00:08:45]: Do you wanna shout out who else was useful, just in case people are also looking.Ivan [00:08:49]: Generally we -, I looked at There's a few of podcast, different segments and different types. So there's you guys, No Priors, Bill Gurley's was great while.Swyx [00:09:04]: VG2, yeah.Ivan [00:09:05]: Yeah, while it was around. So there's a few. 20VC is interesting from a different dynamic, and some are different dynamic. But there was, also Red Points.Swyx [00:09:14]: We're not really about the compute market.Ivan [00:09:15]: It was also already - Sorry?Swyx [00:09:16]: You're, you want - You're looking at the agent infra market.Ivan [00:09:19]: I was looking at the agent market and the AI market in general and sort of understanding who are the players, what the perception, and how that goes. And like obviously you complement this with like going to conferences, going to events, going to meetups, reading white papers, like doing all the things that you have to do to understand what's happening. And so when we figured, when we sort of had an idea of what we had to build, literally over the New Year's Eve, literally on New Year's Eve, I half vibe coded the first MVP, first minimal viable product of what Daytona is today. And I went to sleep at like 3:00 AM or something like that. I was doing - I just put my like baby daughter and wife to sleep and, Happy New Year's, and go back to just, doing this. And I sent it to my co-founder, my CTO, and he saw it in the morning. He's like, “This is absolute garbage.” “Do not show this to anybody at all, but the idea is good.” And so he took two weeks, and he rebuilt it.Swyx [00:10:09]: Did it like look like that? Listen, I - It was rough idea.Ivan [00:10:12]: Oh, not even, not even close. Like it was it was way worse. But it was like a very - It was a simplistic view of what it should be. Like, it worked, but it was not ideal. And so he went, we went down the whole, which is his job as CTO, to go, and he came back with this version. We then called all the people that had said like, “This is garbage,” a quarter ago. And we set up these calls, and we gave it to - We just demoed it to everyone. And all the calls went long, every single one. They were 15-minute calls, and they all went to like 25, 30 minutes or whatnot. And everyone said, “We need, we want access.” There was no login, just an API key, ‘cause it was just a beta or an alpha. And they said, “Oh, we want access.” And we're like, “Sure, yeah. Okay, thank you very much.” But after like the next day, if we'd not send it, every single one, like every call that we did, everyone came back, “Where is my API key?” Like everyone wanted it. We're like, “S**t.” Like this is it. Like I've never felt So one, the understanding to your point was like most people thought it was the same infrastructure for humans and agents. We understood a quarter ago it's not. We just didn't know what was the right primitive. And then when we came, and we can talk about what that is, and we gave it to these people, I've never seen, I've never experienced - I've done multiple companies in my life. I've never experienced this, that people literally call you if you do not give them access. Like they want access right now. And so it's like, okay, they don't want this. the thing that they want doesn't seem to exist, or they have not found it, and they really want what we want. And then when we understood that we're onto something, and then when you think about the size of the market, like the market for human engineers and enterprise is a very large market, so think GitLab or whatnot. But the market for every single agent that will exist ever in the future is just like, what is that market? How big is that? And we're like, “We are all in on this.” And so that is where we made sort of the cut between the old product and the new one.Bare Metal, Stateful Sandboxes, and the Lambda + EC2 ModelSwyx [00:12:02]: Yeah. But it wasn't composable at the time?Ivan [00:12:05]: It was very - It was basically just a Linux box that you could change, that you could define number of CPUs, disk, and RAM. Like that is what you could do, but you couldn't have multiple operating systems, you couldn't resize it on the fly, you couldn't add a GPU, you couldn't do like all the things. It was just the, just the first sort of variation of that, yeah.Swyx [00:12:22]: Was it bare metal from the start?Ivan [00:12:24]: It was bare metal from the start. And so the interesting thing that we thought about right away, so our.Swyx [00:12:29]: Which, give people the background, what is the normal path?Ivan [00:12:32]: Yeah, so, basically most providers run this on top of VMs. And also.Swyx [00:12:37]: Firecracker.Ivan [00:12:38]: Yeah, they run on Firecracker and VM. And so we also fire - We can get - We have multiple isolation layers and we can do that. But the common way to do it is that they, one, that the state of the machine, or the hard disk is not part of the sandbox itself. And the other thing is they're not meant to last forever. So most of them are preemptible, like they can There's a time that they can live. And so our thought was when we were going into this is, agents will be like humans in the sense of you don't want your laptop to be shut down until you're done with work. Like, and you want to close the lid and open the lid, it's the same state. So you - Agents would want that, like the pause and come back. They want those two things. But also agents really want speed, right? Can they get it? So when we thought about it's like we need something insanely fast, how to make it fast, how to make it long-running, and stateful. And so those two things, it's like combining a Lambda and an EC2, right? Those two things together. And so we didn't have an idea how others did it, ‘cause we didn't know too that there was a market around this. It was more like, okay, this is what we need, what they need. And we looked at Kubernetes, it wasn't wasn't good enough for that. We looked at Nomad, it didn't enable that. And so our history in rewriting our own scheduler at CodeAnywhere is basically what my CTO came up with. Like, he's like, “Oh, the learnings from there,” and he brought it. And the funny thing is, our third co-founder, when he saw it, he's like, “Dude, what is this? This is like 2008.” Like, we went back in time, and he's like, “Exactly.” And so the reason why Daytona is like super fast, and you see this on benchmarks, is we essentially, we run on bare metal. We have our own scheduler, we use the underlying, disk, CPU, and RAM of the underlying machine, which means your IOPS are insanely fast because there's no, there's no network between an EBS or something like that. But also the snapshot, the point in time, the templates, are also preloaded on the bare metal machines. So when you fire off a sandbox from a template or a snapshot, you're essentially directed to the bare metal machine where that snapshot is based on that NVMe drive, and then it literally just turns on that machine, and it's local. There's no network latency, anything on there. And so that is sort of the specificities that we, when we're thinking from first principles, what a computer would look like for an agent, that is what we came up with, and that's what we created.Benchmarks, 60ms Startup, and 50,000 SandboxesSwyx [00:15:02]: Yeah. I should maybe, I don't know if you endorse this, but there's someone that does compute SDK, you guys do very well on there, with like the TTI, right? I. is this a, is this a is this a relevant benchmark for you guys? I don't know.Ivan [00:15:16]: I don't know, and it changes every day. So today RKL is.Swyx [00:15:18]: I don't know what RKL is. Never heard of it.Ivan [00:15:20]: Yeah. RK, yeah, so it is there.Swyx [00:15:22]: You are, at least a third of the next tier of performance, and then, there's a lot of other better-known names that are very slow to start.Ivan [00:15:31]: Yeah. We've been the number one by far for a long time, and now there's different, there's different definitions also of sandboxes, different isolation patterns, different other things. So RKL runs it literally on the S3, the data, so it's very different, and they spin up a sandbox, spin up a container for that, so it's a different type of thing. So the definition of a sandbox is something that we can all, we all need to get along with. But yeah, we're insanely fast on getting these things, up and running. And so you can see even there that it's a zero point 0.10 to 0.11, so.Swyx [00:16:03]: Close enough. Yeah. what else do you need, right?Ivan [00:16:05]: Yeah. So the benchmarks itself, so, in this, in I don't think the benchmarks equate to market ownership or revenue or anything like that. and I've seen this with multiple benchmarks, not just in sandboxes, but in general benchmarks around.Swyx [00:16:20]: It's table stakes. It's just like.Ivan [00:16:21]: Exactly. But it doesn't hurt.Swyx [00:16:22]: Just roughly check.Ivan [00:16:22]: Like you definitely have to be up there and you have to be competing so that people know that, oh, this is definitely one of the top. Because this is only one dimension of what customers look for. There's other things like how many can you spin up consecutively? There's a feature set, there's support, there's like all different things that people look at, but you definitely have to be there, on the benchmarks.Swyx [00:16:40]: How many people do people spin up consecutively?Ivan [00:16:43]: So we have.Swyx [00:16:43]: Or concurrently, is the Concurrency, right?Ivan [00:16:45]: There's three metrics that we look at. And so one is like time to spin up one, and so our time to spin up one is 60 milliseconds with network latency. So request, spin up, reply, 60, the whole thing, 60 milliseconds. That is one. But if you wanna spin up 50,000 at once, we are now at about 75 seconds. So it takes about 75 seconds to spin up concurrently 50,000. Some others, there's public data around this, like take 2,000 seconds, which is 30 minutes. Like there's different variations of that. And then there is the so it is speed of one, speed of like multiple, and then how many can you consistently have up and running. And so we basically have right now no limit to how much we can add because we basically own our own metal. But the biggest customer of ours does like about 850,000 every single day is sort of where they're, where they're just shy of a million every single day that they're running, we do have a request for half a million concurrent, which is literally half a million CPUs somewhere running. So that's an interesting.Swyx [00:17:44]: They pay by like vCPU seconds.Ivan [00:17:47]: By seconds, yeah.Swyx [00:17:47]: Or whatever. Yeah. Okay, and so and then, and the other thing is, the sleeping and the resuming, ‘cause it's all the stateful resumption of all these things, how, what kind of workload are people putting through this, right? Like how is it Do we measure by gigabytes in memory, gigabytes in storage? I don't In like network attached storage. I, what are the costly ones of, out of all these features?Workload Economics: CPU, RAM, Network, and StorageIvan [00:18:15]: The most expensive thing are CPU.Swyx [00:18:18]: Okay. Yeah, of course.Ivan [00:18:18]: The second one, yeah Then it's RAM, then it's disk. We actually don't charge.Swyx [00:18:22]: Which is snapshotting, right?Ivan [00:18:23]: No, it's actually the, snapshotting's part of it, but basically the size of your hard disk, of your machine. So do you have 10 gigabytes, do you have 20, do you have 50, do you have whatever? And then the transference of that. Right now, currently we don't charge for, network at all at Polychron.Swyx [00:18:37]: Oh, you gotta, yeah, you gotta fix.Ivan [00:18:38]: Yeah. It is very much a it's a larger and larger part of our bill, so we're working around, that part there. Obviously, that is the least, expensive, so the hard disk is the least expensive, so it's basically CPU, RAM, for us network, ‘cause we don't charge the customer, and then hard disk, is how it's split up. But there's also different types of workloads, so we basically split it up into two types of workloads in Daytona. One is what we call background agents or long-running agents. and the other is, basically RLs and evals, which I put sort of together. And so they have very different patterns of usage, and if you look at the usage of a background And I'll just name names of companies, not specifically.Background Agents vs. RL/Evals: Two Usage ShapesSwyx [00:19:21]: Yeah, open, all hands.Ivan [00:19:23]: Yeah. So like a background agent's a Cognition, a Lovable, a like all these things are Harvey. These are all long-running, background agents. And so if you look at their usage patterns, their usage patterns are similar to human, which is like follow the sun. Basically, the usage patterns of that is like noon is probably the highest, and the midnight is the lowest, and then weekends are lower. weekday is higher.Swyx [00:19:42]: Yeah, that's a fun question. How global is it? Is it very US-centric or?Ivan [00:19:46]: The US is a large part, but we have currently, we have Asia, Europe, and the US regions.Swyx [00:19:52]: So it's quite global.Ivan [00:19:53]: Yeah, it's quite global. We have it all over. It's interesting that our I talked to you a bit about this. Our number one city by user.Swyx [00:20:01]: Hmm.Ivan [00:20:02]: Is Singapore.Swyx [00:20:04]: Oh, wow. Amazing.Ivan [00:20:05]: Which is an interesting one, right? Not by revenue, just by just like by individual head count.Swyx [00:20:09]: Really?Ivan [00:20:09]: Just like an interesting thing.Swyx [00:20:10]: Singapore is, Singapore is weirdly high in the adoption charts of AI for the population. It's like an, seven, eight million population. And it's like keeps showing up.Ivan [00:20:20]: No, it's quite interesting. We were quite shocked, and I was like, “Oh, this is interesting.” And also one that's up there.Swyx [00:20:24]: There's a reason I'm doing AI using Singapore. it's because I'm from there.Ivan [00:20:27]: We're there. We're gonna, we're gonna be there as well. and it's interesting that Japan is in the top or like Tokyo's in the top, which is in all the tech cycles it has never been. It has never been, so it's quite interesting that they're.Swyx [00:20:39]: I think the Japanese just love AI. Yeah. It's that, and then it's Brazil. That's it.Ivan [00:20:44]: Brazil has always been in.Swyx [00:20:45]: I think.Ivan [00:20:46]: Even when I look, if you look at like GitHub's data and ask historically with CodeAnywhere, it was always like US, Western Europe, and then you'd have like India, Brazil, China, like that would be there. But like Singapore was not in, specifically Japan was never in sort of that top, that top.Swyx [00:21:01]: Yeah. Weird pockets.Ivan [00:21:01]: Weird. Yeah, so it's very global.Swyx [00:21:02]: Okay, so actually that, but that's helps you to distribute your load through, all time?Ivan [00:21:08]: The interesting thing is like we have those kind of loads, but if you look at the researcher loads, they're quite different. So what they are is like if you give them concurrency of 10,000 or 50,000 or 100,000 CPUs at ARMb, when they fire off a run, it's just 100%. And then it just runs, and then it stops. So it's very, the usage pattern is squares basically, right? And it's also not follow the sun, because people will fire it off at midnight before they go to sleep but then wake up and so it's very unpredictable, so you don't know where that is. So the shapes of the usage are quite different than we have had before. And also what's interesting is when it's sort of a follow the sun, even if you have a high growth company, you can sort of predict your usage patterns and have enough capacity for that, because it's sort of, it grows in a, in a way you can project. When you have companies doing sort of like evals and RL, they're super spiky. So they're gonna come in, it's like, “We're gonna use nothing, then can we have 100,000?” Right? And then go back down. And then 100,000, go back down. So it's very different, right? And.Swyx [00:22:09]: Do you want to lock them into commits so.Ivan [00:22:11]: Yeah, we do.Swyx [00:22:12]: Yeah, okay.Ivan [00:22:12]: We so we have to lock them into some sort of commits to have that capacity, because we have to have, basically we have to have the capacity for peak. Right? And so right now, Daytona's mean utilization is 15%, 1-5.Swyx [00:22:25]: Oh my God.Ivan [00:22:26]: So it's very low.Swyx [00:22:27]: Because it's very spiky.Ivan [00:22:27]: It's very spiky, but we get up to 90%. so we have these things. And so what we're, what we're looking at right now as a company is similar to Cloudflare where you can like geo move things around, but that works really well for basically the background agent where it's follow the sun. But this, it's not. Like it's a very different shape. Obviously with scale you figure these things out, but that's an interesting new problem that we have, as a compute provider in the agent space. And when we were doing the conference recently, and so we talked to like Nikita from Neon and.Swyx [00:22:57]: I should bring it up.Ivan [00:22:58]: Parag from Parallel and whatnot, everyone has the same problem. Whereas the usage is super spiky, and this is something that has not happened before, that you have these types of like it was always, it the amplitudes were not this high, right? So it's quite interesting use case and problem solve.Compute Conference and Spiky Agent InfrastructureSwyx [00:23:12]: Yeah, I don't know if we're gonna bring this up again, but let's just talk about the conference, you had like 1,000 something people at the Warriors game, at the Sorry, where is it? What's.Ivan [00:23:22]: Chase Center.Swyx [00:23:23]: Chase Center.Ivan [00:23:23]: Chase Center.Swyx [00:23:24]: I went. It was, it was very impressive. Obviously, you can, how to throw a conference, what did you learn? you put, you pulled together all these impressive names.Ivan [00:23:33]: What I.Swyx [00:23:34]: What were you looking for?Ivan [00:23:35]: My thesis behind the Compute Conference was let's bring together people that are building infrastructure for AI agents. Because when I think of what we're building, it is the agent is the primary user, what are the ergonomics and usage patterns of agents, and so we can do that. And what I found, this was a theory, it wasn't proven, is that we all have these problems, as I touched onto. And I was, as I was talking on stage, it was like we all have the same underlying infra problems, which is this spiky workloads, unpredictable workloads that we've never had before, in human, compute or human infrastructure. And it's, again, it's the same when I was talking to Parag or when I was talking.Swyx [00:24:20]: Lynn. Nikita.Ivan [00:24:21]: Lynn, Nikita. Lynn especially, I was talking to her the other day as well. Like the It is a very interesting type of problem to solve because I can touch on Cloudflare because there's a lot of like talk about that recently as to how they solve that, which is they have a bunch of geos, and basically, as users work in different places, and depending on your tier, they can move you around the geos. And so that how, that's how they get the higher utilization. But you can sort of predict these, and it's If it's something in You'll rarely get a spike that is 10 orders of magnitude. Like you'll get a like let's say one of your customers has some like an exponential curve. What is that to I'm using Cloudflare as an example. 10%, 20%, whatever it is. I don't, I don't have this data, I'm just assessing. It's surely not 10x, right? It's surely not something there. And so how do you go out and solve this problem? And we're all solving this in different ways. So we have.Swyx [00:25:11]: She also has the same thing.Ivan [00:25:12]: Yeah, I know specifically that like Neon had that issue as well. Like how are we solving these spiky loads and things like that ‘cause we talked about it. And so the interesting thing for me to actually internalize was, yes, everyone that's building for agents first is going through this, and we're all solving similar problems, which is quite.Swyx [00:25:28]: Let me let me double-click on this. Okay. So for example, Neon, I happen to know that they're very sort of S3 oriented, right? so they're just like fully bet on S3. And you get to benefit from S3's distribution and infrastructure. So I would imagine that Neon doesn't have to care, whereas Lynn maybe has to care a bit more because obviously she's doing GPU inference. And, for listeners, we did an episode with her, one and a half years ago. And you have to care. But like, right?Ivan [00:25:54]: Parag cares for sure, and Nikita.Swyx [00:25:58]: And Parag is C of, Parallel.Ivan [00:25:59]: Parallel, yeah.Swyx [00:26:00]: Former CTO of Twitter.Ivan [00:26:01]: Twitter, yeah.Swyx [00:26:02]: They are the search.Ivan [00:26:03]: Yeah, they're search, yeah.Swyx [00:26:03]: I You and I know but the listeners don't know.Ivan [00:26:08]: Yeah, we can put it down in the screen, and so ‘cause we, when we were talking.Swyx [00:26:11]: I'll put it up on the, on the screen.Ivan [00:26:12]: Yeah, right.Swyx [00:26:12]: People can look it up if they need.Ivan [00:26:14]: Look it up. And, yes, but they still have CPU and RAM, allocation that you have to have up and running. And so CPU and RAM, you have to allocate that and have that ready. And so there's basically two ways to do it. One is you either over-provision and you can handle the bursts, or two, you basically have, I don't know if this is a term, just-in-time compute, which is like as your load becomes, as your usage comes in, you can fire off requests for VMs or bare metals at other cloud providers and then get them up and running.Swyx [00:26:43]: This is if you go above 100%, right?Ivan [00:26:45]: Yeah, this is.Swyx [00:26:46]: Like your overflow.Ivan [00:26:46]: If your overflow, like spillage or whatever you do.Swyx [00:26:48]: You probably lose money on it, but it doesn't matter, right?Ivan [00:26:50]: It, not Well, you might, you might not That is a more cost-effective way to do it but it's a slower way to do it. Because basically what you have to do is you have to like queue your requests, spin up these just-in-time compute, get it all ready, provision it, and then get your workload there. And so if the time isn't important that much, that's fine, and you can do that. But if your customer, and especially for, let's say, the RL training runs, the reason why a lot of people come to us is because GPUs are more expensive than CPUs, right? So you want your GPU running at, what, 100% the entire time. And so when you're running runs on CPUs, when the when the CPU cycle is like down and spinning up the next one, you want that to be instantaneous so that your GPU doesn't go down, right? And if you then have to like go out and provision machines, you're essentially telling the GPU that it has to wait, and that's incurring our cost. So there's things that you have to try to solve for there.RL Workloads, Declarative Images, and Kubernetes ReplacementSwyx [00:27:43]: Yeah, let's talk about the different workload, right? You said that, what was it? A few months ago, you had zero RL workload and now it's 50%.Ivan [00:27:52]: It will be this one, 50%, yeah.Swyx [00:27:54]: Let's talk about how different it is, right? Like I imagine, for example, a lot less dynamic code generation of like arbitrary code. Like here, it's probably all the same code. You're just doing parallel runs or something, I don't know.Ivan [00:28:05]: Yeah. So you'll have multiple Depends on the like for each run, you'll have a snapshot. And they, for the most part, they actually do use our declarative image builder, which is like, “Oh, we, the agent wants these dependencies, these env vars.”Swyx [00:28:17]: These ones, yeah.Ivan [00:28:18]: Yeah, the declarative image builder, it.Swyx [00:28:20]: Which is a very modal like thing that they.Ivan [00:28:22]: Yeah. And so we build it on the fly and then we propagate that snapshot, and you can spin up as many sandboxes as you want against that snapshot. And then if you have to do changes, the model can, or like it could be also be automated. It's like, “Oh, now for the next run, we need to install these things or remove these things or whatever to get, a task done,” and then it goes off and runs that. So yes, that is something that it seems that they prefer. The number one reason I found, or should I say, let's take a step back. What we are competing against in that environment is essentially managed Kubernetes. So EKS, GKE, whatever. That is what the vast majority run on. And anyone that has tried Daytona versus GKE, EKS is like, “I'm never going back.” That has always been. There's a few reasons. One is the ergonomics. So if you have, if you're using Kubernetes to spin that up, you have to essentially manage the interface interactions with that. Daytona, although as a compute provider, it's more akin to a Twilio and Stripe from a consumption perspective than it is an AWS. Like you have an API, an SDK, it's quite like easy and seamless to get these things up and running, that's one. The other is the speed to which we spin up, which we mentioned earlier, which is much faster, and the scale to which we can go to. We haven't got into features, but an interesting feature is that it's very hard to OOM, or out of memory, our sandboxes, because we can dynamically on the fly.Swyx [00:29:48]: Resize.Ivan [00:29:49]: Resize, which is like impossible on almost any other thing. There are some technologies that enable you to do that, but it's like a very hard thing. And so we actually saw this when, the Terminal Revenge team is, brought us actually. So thank you, Alex and the team, that brought us into this whole space.Swyx [00:30:05]: It's just very rare that, a framework would just say, “Guys, just use Daytona.”Ivan [00:30:11]: Yeah, I think it says it somewhere. Yeah.Swyx [00:30:13]: Yeah. I was like, “What is this?”Ivan [00:30:15]: There's all, there's multiple there, but they also mention a few other places. and so Daytona specifically-We have, the, just jumping on themes here We, I don't know where it says Data Center.Swyx [00:30:27]: I, there.Ivan [00:30:27]: Doesn't matter.Swyx [00:30:28]: There's a very strong recommendation, which is, very unusual. Which is, it's.Ivan [00:30:33]: We do not pay them for this, just.Swyx [00:30:34]: I know, yeah. They just like you.Ivan [00:30:35]: Yeah, they like us. yeah, and also a thing, so, Data Center has multiple isolation sets underneath. The customer doesn't have to know what they are. But basically we have Docker, which is a container, that's hardened with Sysbox. So it's Docker's, isolation that is a security equivalent to a VM, but it's still a container. And that is the default, and they, especially in these training workloads, really like that as an interface to be able to use just a basic Docker container, and we enable Docker and Docker. Which for these RL runs, if you need to do a Docker compose or Kubernetes, you can spin up a K3S inside of these things, which unlocks a huge amount of workloads that you can do that you cannot do on other providers. So just on that part is much more interesting. And so we went that, through that. We showed them that we could do that, and they enjoyed that quite a bit. They being the general venture people.Swyx [00:31:28]: Those people, yeah.Ivan [00:31:29]: And Harbor people.Swyx [00:31:29]: Harbor people, do are they, are they a company yet?Ivan [00:31:33]: As far, I do not know.Customer Pull, Slack Connect, and the Computer Use BetSwyx [00:31:35]: Okay. All right. Yeah. It's like super obvious that like, there's a lot of excitement and success around these things, okay, so yeah, tell us more, right? Like, this is an exploding workload, Harbor adopted you, which helped speed things along. But what are you learning as this new workload comes online?Ivan [00:31:53]: There's a couple things that we learned, which we chat about in the beginning. We, and this has led our story, as we mentioned, we like talked to a lot of customers along the way, and we add more features and more tool sets as we talk to customers. And it's interesting that And I think it's that the ecosystem is so small and/or the models get smarter, where when we see one user come with a request, we know it goes on a roadmap if like three to five customers come with the same request in that week. It's like very bizarre. It happens so many times, which is.Swyx [00:32:27]: Because they're all friends.Ivan [00:32:28]: Sorry?Swyx [00:32:28]: They all, they're all friends. They're all in the same group chat.Ivan [00:32:30]: Yeah, probably, yeah. ‘Cause and they're like, “Oh, can you do this?” And I'm like, “Okay, this is interesting. We'll put it on a feature request.” And then the next one's like, “Oh, can you do this?” “Okay.” It's all the same, right? It's always the same. And so what we try to do, and I personally try to do, I try to be on as many call, quote-unquote “sales calls” I can. I'm in every Slack channel. We literally have about 1,000 Slack Connect channels, something like that. It's an interesting, there's so many interesting things you find out when you have all the Slack channels. You can also see where people, transfer between companies. You see leave Slack channel, enter Slack channel. It's an interesting thing. Also, just I digress, I feel that Slack Connect is literally LinkedIn what it should be. You have a list.Swyx [00:33:08]: LinkedIn charges you to, use your own connections, but Slack doesn't, right? Slack is like, do it for free. It's more lock-in. It's great.Ivan [00:33:15]: Yeah. It's amazing. Yeah. It's one of the reasons.Swyx [00:33:17]: You're gonna pay Slack for life.Ivan [00:33:18]: Exactly. You're there for life. So that's interesting. And so one of the things, the newer things we were talking about earlier is we made a big bet and put a lot of investment on computer use. that is not seen publicly the light of day. We haven't GA'd that yet, but we have.Swyx [00:33:32]: Is there a thing I can pull up?Ivan [00:33:33]: There is computer use there. It's right up a bit.Swyx [00:33:36]: Oh, yeah. Okay.Ivan [00:33:38]: What we have, what we talked about and what we've seen publicly is there's this theme now about, the human emulator where And Elon from XAI has talked about this publicly, and if you think about the models today, they're actually quite sophisticated and they can do a lot of work, but they still don't have access to all the tools. Like, I'm a strong believer that the most efficient way for an agent to work is essentially headless or through, terminal or whatnot. But if we, if we look at knowledge work in general, there's about 100 million knowledge workers in the US, about a billion in the world, and knowledge workers, and the salaries of them aggregate to 10 trillion in the US 50 trillion worldwide.Swyx [00:34:24]: Wow.Ivan [00:34:25]: Something like that. And if we look at, the five most important sectors of that, so like healthcare and government and financial services and whatnot, that's about 56% of that. So let's say it's about half of that. So in the US it's about 25 trillion, and most of them, most of that work is actually still locked into legacy apps inside of Windows, which is not going anywhere for a very long time. Like, people just won't invest in that. How much of it? our assumption is the following: if, in the RPA market, which is similar market, well, not the same 25% of, these white collar, workers', work is automated. If an agent is more sophisticated, can go through more runs, figure stuff out, let's say it's, 40%, right? And so if you take 40% of that, you get to essentially, $10 trillion a year.Swyx [00:35:17]: That's a TAM.Ivan [00:35:18]: That is a that is a TAM. So that's the TAM of the models, right? That's not our, essentially ours. But you get to that size, and to be able to do that, you essentially have to give agents these computers with the legacy. So computer use, either Mac or Windows or Linux. Linux we also obviously have and others have. But Windows specifically is something very new, and the only option right now is an EC2 with, Windows or on Azure. Both of them take anywhere from three to five minutes to spin up. We've created an actual sandbox, so it's a second instead of milliseconds, but you have, point in time snapshots, you have, forking, you have all the things that you have from a sandbox, but essentially enables you to hopefully unlock all this value. And so that's been our big push and bet, but we've sort of, kept our ear to the ground. What is sort of the next things in the market?RPA Returns: Why Agents Still Need ComputersSwyx [00:36:06]: Yeah, knowledge work, and building, and sort of RPA, the next wave of RPA. I got very excited about RPA kind of during COVID times. The UI path was IPO-ing. And it was, a very hot Isn't it, Eastern European?Ivan [00:36:20]: It is, Romanian.Swyx [00:36:21]: Romanian?Yeah, it might be the only Romanian, big unicorn okay, yeah. This I don't I don't, I don't have like a I think there's, I think there's a stage being set for the resurgence of RPA, ‘cause everyone understands that, yeah, no one wants to deal with these shitty apps and no one's gonna rewrite them. Like, you just have to do, a remote operation and programmatic operation of them.Ivan [00:36:45]: If you wanna unlock it, my own setup was basically the following. So I was doing a board deck recently, last month, whatever, and I'm like, “Okay, let's just, let's just do automated.” So, all our data's in, ClickHouse and PostHog and QuickBooks, where everyone else's is, and I'm basically, connected that all to, my Cloud code, like go off and go Cloud code whatever. Go off and, here's the integrations, go do that. It pulled out the first report, which was great. It connected to Brex and all these things, pulled it, which was great, and then I say, “Okay, now pull out this, and this,” and I kept getting, really well McKinsey-style design reports, but the data said partial data. all the missing data, partial data. Like, it can't access all the things, and I got so frustrated, and so I got, I got, my Mac Mini virtual sandbox with OpenClaw. I gave it its own account in our company, and then I went to all these services and created a read-only account, so literally like an intern in your company. And so I would say, “Now go and do this report,” and it would get the same, or like, “I can't via the MCP or the API or whatever. I can't get all the information.” I'm like, “Go log in.” And it will log into the website, then go in, export the data. It'll export the data and do the thing end to end. So even for things that have today APIs, not all of it is exposed, and I to get value, I get immense value right now, but it has to be a computer usage, unfortunately, and so I spend a bunch of tokens just on that, but I get the job done. And so if even a startup like ours, and using all the hottest tools, still needs a computer agent what hope does, Goldman have to have a headless, right?Swyx [00:38:22]: Yeah, what a - Why isn't Microsoft doing this?Ivan [00:38:27]: I'm pretty sure, Satya had a post yesterday.Swyx [00:38:29]: Oh, okay. I see.Ivan [00:38:29]: Which was like, “Every agent needs a computer.”Swyx [00:38:31]: I see, I see.Ivan [00:38:32]: So they have launched something recently.Swyx [00:38:34]: Yeah, they have Microsoft Power Automate, I'm sure, I'm sure, they're gonna have their version.macOS Sandboxes, Apple Constraints, and the Windows OpportunityIvan [00:38:39]: Version of that, yeah.Swyx [00:38:39]: You're gonna try to do yours, and it - I always know there's always demand for Mac, but I know it's, tricky to host, macOS sandboxes.Ivan [00:38:49]: We will have macOS sandboxes fairly soon. The problem with macOS, OS sandboxes is, I'm deep in this, I don't know how much interesting is.Swyx [00:38:55]: No, it's.Ivan [00:38:56]: MacOS has this problem.Swyx [00:38:57]: It's a licensing thing, right?Ivan [00:38:58]: Licensing thing. So one, you're allowed to run only two parallel VMs per machine, so that's one. Two, you can only license to a different user every 24 hours. So if you come in and theoretically, if I wanna charge you per second and I charge you one second, I have to have it idle for the rest of the day. I can't have anyone else doing that. So the pricing will be different in the sense that I will have to - we would have to charge for 24 hours, and that's not even, that's not even the most difficult thing. But the, thing above that is, from a security perspective, they enable you to do memory snapshot, pause, resume, but only on the same physical drive, physical machine. And so what you can do in, Windows world or Linux world is that I can move in the background, your snapshot from one to the other and manage load, right? Here, if you wanna do that, you essentially have to have your.Swyx [00:39:49]: Yeah, snapshots. Yeah.Ivan [00:39:50]: Your.Swyx [00:39:51]: It's like.Ivan [00:39:51]: Physical machine.Swyx [00:39:52]: You can't break it up.Ivan [00:39:53]: You can't, you can't move things around that, and all of that is, that part is, from a security standpoint, if it is written. Like, I understand the security aspect of that, but it disables you from doing these agentic, like really scalable agentic workloads.Swyx [00:40:08]: You need to do a vibe-coded, clean room implementation on macOS that you can then - That's like Clean OS or something. I don't know.Ivan [00:40:17]: So. We have.Swyx [00:40:18]: ‘cause like Linux was originally like a clean room rewrite of Unix.Ivan [00:40:21]: Okay. Yeah.Swyx [00:40:21]: Or something like that, right? Like same thing to macOS. Someone needs to do it.Ivan [00:40:25]: Someone will do that, and someone will have some long-running agents for a few days to figure this stuff out. But yeah. So definitely we - we're really close to offering something ‘cause people do want it, but the pricing will be different, and the feature set will be sort of stringent.Swyx [00:40:38]: Yeah, nobody's gonna use this. like, the labs, the labs will because they want to automate macOS.Ivan [00:40:42]: They have to do RL. They have to do RL again. But even if you The - So the point is with the RL part, if you, if you do RL on macOS, then the next iteration of the model comes out, it will be able to use these tools significantly. Then you actually need to run those, that somewhere. So you're gonna have to have that, later on. And from, if anyone at Apple is listening, I very much feel that they are shooting themselves in the foot of the scale of the revenue of compute or licensing they could get if they would just enable a concurrency model similar to what you can get on a Windows and a, and Linux.Swyx [00:41:17]: Yeah. Yeah. And I'm sure they've heard this before. They just don't care. Yeah, it's And maybe they will change their mind with the new CEO.Ivan [00:41:24]: Yeah. We'll see.Swyx [00:41:25]: We'll see.Ivan [00:41:25]: High hopes.Swyx [00:41:26]: High hopes.Ivan [00:41:26]: High hopes.Swyx [00:41:27]: Okay. But I, it's very clear the market opportunity is huge in Windows, and you can go for a long time on just Windows, but your customers are gonna want both. and I think, it is interesting to me that, this is the sort of God application of agents, right? Like, I don't It was - How big was OpenClaw for you guys? Like, was it, was there, a significant bump.OpenClaw, Agent Labs, and the B2B2C Sandbox MarketIvan [00:41:54]: Not for us because we.Swyx [00:41:54]: Because you already.Ivan [00:41:55]: We're kind of positioned differently. Whereas although it's completely PLG and we have individual developers that use it, most of the users that use Daytona are sort of a B2B2C. Sort of it's either B2B or B2B2C. So, in the researcher world, it's B2B, so you're selling to, labs and neo labs and things like that. But on the long-running agents, it's mostly, from a scale revenue perspective, it's mostly B2B2C, where you have a app layer agent that uses you at a big scale.Swyx [00:42:26]: Like a Manus. Yeah.Ivan [00:42:28]: Like a Manus Lovable type of thing.Swyx [00:42:31]: Yeah. I think that's the question of, well how, um-Uh, yeah, B2B to C is basically to me what I've been calling an agent lab, which is kind of like you're not in a model lab, but you're making a very good wrapper that is a platform that other people can sign up so they don't have to code those things. Yeah, it sound, it sounds like a much better market than the direct OpenClaw market.Ivan [00:42:56]: I've like - We I've done multiple things. So the CodeAnywhere's part of our career path R in the calendar, was very much an end user developer product. And so that is great. It You can get a lot of developer love, and I feel that we do as a company have a bunch of developer love. But it's a different type, where it's people building these things. Again, it's more akin to a Twilio because you don't really run - As a person, you wouldn't run Twilio. I don't know how many people remember. It was like ask your developer billboard and whatnot. And people really love Twilio, but they only used it inside of like, “Oh, I'm building this app or service for thing.” And so we're very much directly to that. And you also know that I used to work for a competitor for Twilio, so it's kind of ingrained, in my DNA.Swyx [00:43:35]: People don't know InfoBip is that big.Ivan [00:43:38]: Yeah, it's.Swyx [00:43:39]: Because.Ivan [00:43:40]: It's a billion euro.Swyx [00:43:40]: They're all American. They're like, “Whatever's in Europe doesn't matter to me.” But like it's the, it's the same size or bigger? Same size?Ivan [00:43:46]: It's about half the size.Swyx [00:43:47]: Half the size?Ivan [00:43:48]: Yeah, about half the size.Swyx [00:43:48]: It's like, yeah.Ivan [00:43:48]: Still huge. Multiple billions a year. Yes.Swyx [00:43:51]: That's crazy.Ivan [00:43:51]: Exactly, and so that - These are like really interesting and large revenue-generating, very sticky businesses. Whereas when you're selling to the - When your focus is the end developer, it is a very hard sell because they're very price sensitive, very price conscious, very around that. And there's very It's very hard to scale. Your cap is the number of people that are willing to spin up - First of all, wanna spin that up, and then spin up multiple of these. Whereas if you're in the enterprise one, like we know everyone's talking about like how many tokens they're spending, I'm spending. Like a lot of companies today are like, “If this is our company, spend as much as you can.” Like basically that is where we're going. And so if you think about that paradigm, where you're selling to companies that say, “Spend as much as you can to generate, productivity,” versus, “Oh, I'm a single person. I have this much budget, and I'm doing this thing because it's fun or it's helping me out or whatever.” Like it is a different, it's a different go-to-market, I think, strategy.MCP, CLIs, and Sandboxes as the Agent RuntimeSwyx [00:44:50]: Yeah, there's a lot of discussion. I'm just kind of going through like the mental list of things that are in your favor, which is, for example, MCP versus CLI. Like obviously you want CLI. It's been very good for you. I feel like it's maybe a drop in the bucket or maybe it's huge. I'm just checking whether it's like these are big trends.Ivan [00:45:10]: Those things you - work well in our favor, to your point just because every.Swyx [00:45:13]: They're kind of drop in the bucket, right?Ivan [00:45:15]: I think it's like sort of all the things come together. And so there's so many things that impact that. To your point, like OpenClaw wasn't huge for us, but like having the agent SDK, from Anthropic, so or Cloud Claude Code was very interesting. The reason why it was interesting is that a lot of, let's call them app I don't know what to call them, app layer agent companies, essentially they are like, “Oh, I can create this new app, this new agent. All I need, I just use Claude Code, and I throw it into a sandbox, and then I have my interface to the human to that.” And so that enabled so many more companies to actually offer this, and then they would pull on sandbox. So that was, that was interesting. And to your point, like MCP, versus the CLI, the MCP is an interface against an API, whereas the CLI is like you can actually go do things. Like this is it. The difference between integrations and actually running scripts or data or analysis against a thing. So being able to use a CLI very well enables the agent to do more things, and it's because that people will invoke a sandbox, they'll run it in the CLI, and but it'll do anal-analysis on that data and then give you an actual result versus just, pulling data from an API source.Swyx [00:46:29]: Yeah, it's a layer of indirection basically, it's the same thing as agentic search versus RAG, which where you're.Ivan [00:46:34]: Exactly, yeah.Swyx [00:46:34]: Just like you just win whenever people put more agents into their workflow. And so like it doesn't really matter, but I'm just kinda teasing out like what else have people heard about that like it's sort of, “Oh yeah, this is another sandbox use case. Oh yeah, that's another one.” Am I, am I missing any big ones?Ivan [00:46:51]: The thing, the thing that people, which is the computer use stuff, which I think is probably the most interesting one, is, and to your point, we've talked to so many people over the last year. It's like, “Oh, like why do you need a sandbox? Why do you need this? Why this?” And to your point, it's like, “Oh, I need sandbox for this. I need sandbox for that. I need sandbox-” It's like, “Oh, I need it for every single thing.” And so basically what I, what I - and it sounds like a broken record, it's like you use a laptop every single day, right? And you are n of one. It's just you. But now imagine how And by the way, the laptop, the computer PC market, the PC market is about equal to the cloud market in total. So it's about 150, 180 billion a year. Something like that. It's about roughly the three cloud hyperscalers is about equal to like Apple, HP, Lenovo, whatever, It's a little bit less, but it's sort of like that. And now imagine And that's just like, so how big is the addressable market? What, how many people are there in the world now? What's the last data?Swyx [00:47:45]: Let's call it eight billion.Ivan [00:47:46]: Eight billion. And so let's say you can have two computer, like you have one personal and one business, whatever. Like so it's double that, right? and so that's 16 billion, right? How many agents are gonna be running in two years, in 10 years, in 100 years? Like And for every single task, they will need one of these. And so how big is that? That market is essentially quote unquote “infinite”. You will get to the point, and Dylan Patel was at the conference talking about, from SemiAnalysis, that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't be able to have enough of these because there won't be enough CPUs to basically do.Swyx [00:48:23]: Yeah. Well, I actually had a really good podcast with Doug Oliphant, who, which was his president at SemiAnalysis, where they've basically been like, yeah, it's been a GPU shortage first, but then it's cascaded down to memory and now to CPUs.Ivan [00:48:35]: CPU, yeah.Swyx [00:48:35]: It-What's next? So networking. So, networking actually has been in shortage for a while if you're looking at, just GPU networking. But, yeah, it's really crazy the amount of computer use that's going on, yeah, cool. I, other questions are, just the one very big part is the open sourceness which you didn't have to do, your competitors don't do, like it's not, a lot of people are worried about keeping their projects open source because some competitor can just slot fork it. I don't know if there's any reflections on just being an open source company.Open Source, Trust, and Enterprise ProcurementIvan [00:49:15]: Yeah. There's a bunch. So we the original product that we did was open source.Swyx [00:49:19]: Yeah. CodeAnywhere.Ivan [00:49:20]: So doing that was actually very good for us. There's basically a saying of, What's the saying? Like, companies that are, that are doing really well, measure themselves against, free cashflow, that are kinda okay, it's EBITDA, then, it's, it goes all the way down.Swyx [00:49:36]: The worst is like GitHub stars.Ivan [00:49:37]: GitHub stars. GitHub stars are the worst, yeah. So you go all the way down to GitHub stars. And so our original one was GitHub stars. That's what we talked about, we're at the point we're talking about revenue, so we're we've gone up the stack on that. And so we started.Swyx [00:49:47]: No, profit.Ivan [00:49:48]: Yeah. We haven't, we're, we'll get there. We'll get there. But basically at that point we did stars and GitHub and it was useful, and the original variation that we did, it we split the core into its own repo and it was Apache 2.0, so very, permissive. And then we basically would bundl

His great-grandfather invented the photocopier. His son sold a $65 million company before turning 25. And somewhere in between, Daniel Gestetner built ten businesses across three decades (including a $1 billion dental aligner exit) and learned something most founders never do: how to win more than you lose.Jon sits down with Daniel Gestetner, co-founder of Orion Sleep and serial entrepreneur, for a conversation about what it actually looks like to build real businesses over a long career. Not the rise-and-rise version. The version where you're a week from IPO-ing for half a billion and the dot-com bubble wipes you out. Where your biggest competitor raises $1.4 billion and goes bust two years after you exit. Where every lesson compounds into the next bet, and the next bet is the biggest TAM of your life.Sleep is the last unconquered frontier in longevity. And Orion is coming for it.In this episode: • Why the entrepreneur who helped build a $1 billion dental business is convinced the sleep category is the biggest opportunity he's ever seen — and why every American home should eventually have an Orion • What 26 years of building teaches you about unit economics, timing, and why great products in the wrong market still fail • The father-son dynamic behind Orion — and why Harry Gestetner's early exit gave him the rarest entrepreneurial superpower: the ability to swing without fearFind Daniel & Orion: • Daniel on Instagram: https://www.instagram.com/danielgest/ • Orion Sleep: https://www.orionsleep.com • Orion on Instagram: https://www.instagram.com/orion/Timestamps:0:00 - Intro1:38 - What Entrepreneurs Actually Learn From Their Mistakes4:20 - How a Burnt-Out Founder's Sleep Problem Became a Business7:33 - Playing to Win Versus Playing Not to Lose9:40 - From Tesco Cake Buyer to Serial Entrepreneur12:15 - The $500M IPO That Never Happened14:52 - How They Beat a Competitor That Raised $1.4 Billion17:50 - The Sleep Category Has No Billion-Dollar Brand Yet22:48 - What Was Missing in the Market When They Built Orion32:12 - How He Spots a Winning Business Before Launch39:21 - Why Busy Markets Are the Best Markets to Enter43:59 - Why Hotels Are in the Sleep Business (They Just Don't Know It)

Updated re-release. A year ago we left one question unresolved. Where do foundational AI models end and where do the applications begin? Nick Tippmann returns in a fresh epilogue.  A year on, the tension has only sharpened. Specificity is the differentiator when inches matter. Nick Tippmann, founding partner of TipTop VC, explains how vertical AI is rewriting the software industry by going deeper instead of wider. From the transition beyond SaaS to the gray zone between foundational models and high-stakes applications, we get into how vertical AI can transform laggard industries and why Austin might lead the race.The Agenda00:00 Defining vertical AI05:07 Where general AI fails09:36 Vertical AI software, not just chatbots16:44 Pricing logic after the seat model24:04 Underwriting at pre-seed and seed 27:20 Capital intensity and seed-strapping36:48 TAM analysis and the Frontiers Market example41:46 OpenAI's Instacart hire and the gray zone45:55 Austin as a vertical AI hub58:21 Epilogue: Where the models end and applications beginGuest Links and BiosNick Tippmann, TipTop VCNick Tippmann is the Founder and Managing Partner of TipTop Ventures, an early-stage venture fund focused on Vertical AI. Before becoming an investor, Nick spent nearly a decade as a founding team member and CMO at Greenlight Guru, where he helped scale the company from zero to category leader with more than 250 employees, tens of millions in ARR, and a nine-figure investment from JMI Equity.An operator turned investor, Nick now partners with founders building industry-specific AI and software businesses, bringing hands-on experience in go-to-market strategy, scaling, community building, fundraising, and company development. He has also been an active angel investor since 2021, with more than 100 startup investments. -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

Aleksander - Aleks Rebula se je v iskanju službe pred 11 leti s Krasa z nekdanjo partnerko in sinom preselil v Melbourne. Tam je ostal in se predkratkim na Filipinih poročil s sedanjo ženo. Izhaja iz družinske tradicije zborovskega petja, zato je filipinski zbor Caceres Chorale nagovoril, da se je naučil in zapel tri slovenske pesmi: Pri farni cerkvici, Čej so tiste stezice in Dajte mi zlatih strun. Presenečenje je uspelo. Programer v pogovoru razlaga tudi, zakaj je tako “zagrizen” promotor slovenske kulture, zakaj obžaluje, da je zapustil Kras - in zakaj vseeno ostaja v Avstraliji. Slovence v Melbournu poziva, naj mu predlagajo dobro pekarno, saj najbolj pogreša naš slovenski kruh. Poznate kakšnega sogovornika ali sogovornico za oddajo Globalna vas? Pišite na ursula.zaletelj@rtvslo.si. POSNETKI ZBORA Caceres Chorale: https://www.youtube.com/watch?v=2SCnPfHxdZg https://www.youtube.com/watch?v=DyU0I6sX_BE&t=314s 

This is the 72nd episode in my drug pronunciation series. In this episode, I divide oseltamivir and Tamiflu into syllables, tell you which syllables to emphasize, and share my sources. The written pronunciations are below and in the show notes on https://www.thepharmacistsvoice.com. I also provide an update on my online drug pronunciation course in this episode.   Note: We don't cover pharmacology in this series. We just do pronunciations.   ⭐️Sign up for The Pharmacist's Voice ® monthly email newsletter! https://bit.ly/3AHJIaF ⭐️   oseltamivir = OH-sel-TAM-i-vir   OH, like the letter "O" in the alphabet  sel, as in pharmacies sell medicine TAM, like my sister-in-law's name: Tammie i (ih), which is a short "I" sound or a schwa "I" sound - like the "I' in the word, "president" (ih) vir, which is the stem for antiviral medications Written pronunciation source: USP Dictionary Online Spoken Pronunciation Example: drugs.com    Tamiflu = TAM-ih-flew TAM, like my sister-in-law's name: Tammie ih, which is a short "I" sound or a schwa "i" sound - like the "I' in the word, "president" (ih) And flew, like I flew from Detroit to Amsterdam in 2024. (Or flu, like influenza) Written pronunciation source: Patient Information section of the prescribing information for Tamiflu https://www.accessdata.fda.gov/drugsatfda_docs/label/2012/021087s062lbl.pdf  Spoken Pronunciation Examples: drugs.com and Tamiflu commercial on YouTube    If you know someone who would like to learn how to say oseltamivir and Tamiflu, please share this episode with them. Subscribe for all future episodes. This podcast is on all major podcast players and YouTube. Popular links are below. ⬇️   Apple Podcasts   https://apple.co/42yqXOG  Spotify  https://spoti.fi/3qAk3uY  Amazon/Audible  https://adbl.co/43tM45P YouTube https://bit.ly/43Rnrjt   Host Background: Kim Newlove has been an Ohio pharmacist since 2001 (BS Pharm, Chem Minor). Her experience includes hospital, retail, compounding, and behavioral health. She is also an author, voice actor (medical narrator and audiobook narrator), podcast host, and consultant (audio production and podcasting).    Other episodes in this series The Pharmacist's Voice Podcast Episode 364, Pronunciation Series Episode 71 (Dupixent) The Pharmacist's Voice Podcast Episode 362, Pronunciation Series Episode 70 (Corlanor) The Pharmacist's Voice Podcast Episode 360, Pronunciation Series Episode 69 (Kisunla) The Pharmacist's Voice Podcast Episode 358, Pronunciation Series Episode 68 (Journavx) The Pharmacist's Voice Podcast Episode 356, Pronunciation Series Episode 67 (Zanaflex) The Pharmacist's Voice Podcast Episode 352, Pronunciation Series Episode 66 (Yescarta) The Pharmacist's Voice Podcast Episode 350, Pronunciation Series Episode 65 (Xarelto) The Pharmacist's Voice Podcast Episode 349, Pronunciation Series Episode 64 (acetaminophen) The Pharmacist's Voice Podcast Episode 348, Pronunciation Series Episode 63 (Welchol/colesevelam) The Pharmacist's Voice Podcast Episode 346, Pronunciation Series Episode 62 (valacyclovir) The Pharmacist's Voice Podcast Episode 343, Pronunciation Series Episode 61 (ubrogepant) The Pharmacist's Voice Podcast Episode 341, Pronunciation Series Episode 60 (topiramate) The Pharmacist's Voice Podcast Episode 339, Pronunciation Series Episode 59 (Suboxone) The Pharmacist's Voice Podcast Episode 337, Pronunciation Series Episode 58 (rosuvastatin)  The Pharmacist's Voice Podcast Episode 335, Pronunciation Series Episode 57 (QVAR) The Pharmacist's Voice Podcast Episode 333, Pronunciation Series Episode 56 (pantoprazole)  The Pharmacist's Voice Podcast Episode 330, Pronunciation Series Episode 55 (oxcarbazepine) The Pharmacist's Voice Podcast Episode 328, Pronunciation Series Episode 54 (nalmefene) The Pharmacist's Voice Podcast Episode 326, Pronunciation Series Episode 53 (Myrbetriq) The Pharmacist's Voice Podcast Episode 324, Pronunciation Series Episode 52 (liraglutide)  The Pharmacist's Voice Podcast Episode 322, Pronunciation Series Episode 51 (ketamine) The Pharmacist's Voice Podcast Episode 320, Pronunciation Series Episode 50 (Jantoven) The Pharmacist's Voice Podcast Episode 318, Pronunciation Series Episode 49 (ipratropium) The Pharmacist's Voice Podcast Episode 316, Pronunciation Series Episode 48 (hyoscyamine) The Pharmacist's Voice Podcast Episode 313, Pronunciation Series Episode 47 (guaifenesin) The Pharmacist's Voice Podcast Episode 311, Pronunciation Series Episode 46 (fluticasone) The Pharmacist's Voice Podcast Episode 309, Pronunciation Series Episode 45 (empagliflozin) The Pharmacist's Voice Podcast Episode 307, Pronunciation Series Episode 44 (dapagliflozin) The Pharmacist's Voice Podcast Episode 304, Pronunciation Series Episode 43 (cetirizine)  The Pharmacist's Voice Podcast Episode 302, Pronunciation Series Episode 42 (buspirone)  The Pharmacist's Voice Podcast Episode 301, Pronunciation Series Episode 41 (azithromycin) The Pharmacist's Voice Podcast Episode 298, Pronunciation Series Episode 40 (umeclidinium) The Pharmacist's Voice Podcast Episode 296, Pronunciation Series Episode 39 (Januvia)  The Pharmacist's Voice Podcast Episode 294, Pronunciation Series Episode 38 (Yasmin) The Pharmacist's Voice Podcast Episode 292, Pronunciation Series Episode 37 (Xanax, alprazolam) The Pharmacist's Voice Podcast Episode 290, Pronunciation Series Episode 36 (quetiapine)  The Pharmacist's Voice Podcast Episode 287, pronunciation series ep 35 (bupropion) The Pharmacist's Voice Podcast Episode 285, pronunciation series ep 34 (fentanyl) The Pharmacist's Voice Podcast Ep 281, Pronunciation Series Ep 33 levothyroxine (Synthroid) The Pharmacist's Voice ® Podcast Ep 278, Pronunciation Series Ep 32 ondansetron (Zofran) The Pharmacist's Voice ® Podcast Episode 276, pronunciation series episode 31 (tocilizumab-aazg) The Pharmacist's Voice ® Podcast Episode 274, pronunciation series episode 30 (citalopram and escitalopram) The Pharmacist's Voice ® Podcast Episode 272, pronunciation series episode 29 (losartan) The Pharmacist's Voice Podcast Episode 269, pronunciation series episode 28 (tirzepatide) The Pharmacist's Voice Podcast Episode 267, pronunciation series episode 27 (atorvastatin)  The Pharmacist's Voice Podcast Episode 265, pronunciation series episode 26 (omeprazole) The Pharmacist's Voice Podcast Episode 263, pronunciation series episode 25 (PDE-5 inhibitors) The Pharmacist's Voice Podcast Episode 259, pronunciation series episode 24 (ketorolac) The Pharmacist's Voice ® Podcast episode 254, pronunciation series episode 23 (Paxlovid) The Pharmacist's Voice ® Podcast episode 250, pronunciation series episode 22 (metformin/Glucophage) The Pharmacist's Voice Podcast ® episode 245, pronunciation series episode 21 (naltrexone/Vivitrol) The Pharmacist's Voice ® Podcast episode 240, pronunciation series episode 20 (levalbuterol) The Pharmacist's Voice ® Podcast episode 236, pronunciation series episode 19 (phentermine)  The Pharmacist's Voice ® Podcast episode 228, pronunciation series episode 18 (ezetimibe) The Pharmacist's Voice ® Podcast episode 219, pronunciation series episode 17 (semaglutide) The Pharmacist's Voice ® Podcast episode 215, pronunciation series episode 16 (mifepristone and misoprostol) The Pharmacist's Voice ® Podcast episode 211, pronunciation series episode 15 (Humira®) The Pharmacist's Voice ® Podcast episode 202, pronunciation series episode 14 (SMZ-TMP) The Pharmacist's Voice ® Podcast episode 198, pronunciation series episode 13 (carisoprodol) The Pharmacist's Voice ® Podcast episode 194, pronunciation series episode 12 (tianeptine) The Pharmacist's Voice ® Podcast episode 188, pronunciation series episode 11 (insulin icodec)  The Pharmacist's Voice ® Podcast episode 184, pronunciation series episode 10 (phenytoin and isotretinoin) The Pharmacist's Voice ® Podcast episode 180, pronunciation series episode 9 Apretude® (cabotegravir) The Pharmacist's Voice ® Podcast episode 177, pronunciation series episode 8 (metoprolol)  The Pharmacist's Voice ® Podcast episode 164, pronunciation series episode 7 (levetiracetam) The Pharmacist's Voice ® Podcast episode 159, pronunciation series episode 6 (talimogene laherparepvec or T-VEC)  The Pharmacist's Voice ® Podcast episode 155, pronunciation series episode 5 Trulicity® (dulaglutide)  The Pharmacist's Voice ® Podcast episode 148, pronunciation series episode 4 Besponsa® (inotuzumab ozogamicin) The Pharmacist's Voice ® Podcast episode 142, pronunciation series episode 3 Zolmitriptan and Zokinvy The Pharmacist's Voice ® Podcast episode 138, pronunciation series episode 2 Molnupiravir and Taltz The Pharmacist's Voice ® Podcast episode 134, pronunciation series episode 1 Eszopiclone and Qulipta   Kim's websites and social media links: ✅ Guest Application Form (The Pharmacist's Voice Podcast) https://bit.ly/41iGogX ✅ Monthly email newsletter sign-up link https://bit.ly/3AHJIaF  ✅ LinkedIn Newsletter link https://bit.ly/40VmV5B ✅ Business website https://www.thepharmacistsvoice.com ✅ Get my FREE eBook and audiobook about podcasting ✅ The Pharmacist's Voice ® Podcast https://www.thepharmacistsvoice.com/podcast ✅ Drug pronunciation course https://www.kimnewlove.com/pronunciations  ✅ Podcasting course https://www.kimnewlove.com/podcasting  ✅ LinkedIn https://www.linkedin.com/in/kimnewlove ✅ Facebook https://www.facebook.com/kim.newlove.96 ✅ Twitter https://twitter.com/KimNewloveVO ✅ Instagram https://www.instagram.com/kimnewlovevo/ ✅ YouTube https://www.youtube.com/channel/UCA3UyhNBi9CCqIMP8t1wRZQ ✅ ACX (Audiobook Narrator Profile) https://www.acx.com/narrator?p=A10FSORRTANJ4Z ✅ Start a podcast with my coach, Dave Jackson from The School of Podcasting! *New 12-4-25* Click my affiliate link: https://community.schoolofpodcasting.com/invitation?code=G43D3G    Thank you for listening to episode 370 of The Pharmacist's Voice ® Podcast.  If you know someone who would like this episode, please share it with them!

OPEN HEAVENSMATALA LE LAGI MO LE ASO TOFI 21 ME 2026(tusia e Pastor EA Adeboye) Manatu Autu: O le Atua e sili atu (God above all) Tauloto Tusi Paia: Salamo 135:5 “Auā o a‘u nei, ‘ua ‘ou iloa e sili lava le ALI‘I, e sili fo‘i lo tatou Ali‘i i atua uma lava.”Faitauga - Tusi Paia: Salamo 95:1-6 I le Esoto 7:10, ina ua ō atu Mose ma Arona ia Farao e momoli atu le feau mai le Atua, na la faaali atu le mana o Lē na auina atu i laua, i le lafo lea i lalo o le tootoo o Arona ae lui gata. Na liu gata foi tootoo a le au popoto ma taulāitu a Aikupito, peitai e lei leva ae manino mai, o mana uma e i le Atua, aua o le gata mai le tootoo a Arona ua foloina gata mai taulāitu Aikupito. E ono taumafai le tiapolo e faataitai i le Atua, peitai e toilalo lava aua e sili atu le Atua i so'o seisi (1 Kornitio 29:11-12). Mo se faataitaiga, ua foai atu e le tiapolo i tagata e toatele le tamaoaiga i auala eseese e lē amiotonu, peitai na o lo'u Atua lē e tuuina atu le mana ma le mauoa (Teuteronome 8:18). E le gata i lea, o le oloa e mai i faamanuiaga a le Atua e lē faaopoopoina iai le tigā ( Faataoto 10:22). O le Atua malosi e mafai ona ia suia mea e lē mafai ona suia, e na te faaeaina le tagata mativa mai le faatafuna ma nofo ma alii (1 Samuelu 2:8). E mafai foi ona ia faia mea e lē mafaia. I le po e tasi,  na ia faasaoloto ona tagata mai le nofo pologa i Aikupito (Esoto 12:31-33). Na ia tausia ma saunia meaai mo i latou mo le 40 tausaga na iai i le vao. Na ia fafagaina i latou i meaai a agelu ma foai atu manu fasi i le faigamalaga atoa ao agai atu i le nuu na folafolaina ( Salamo 78:24-25). E le gata i lea, sa le manaomia ni ofu fou poo seevae aua e lei tuai pe pala seevae ma ofu ( Teuterono e 29:5). O le Atua na faia uma ia mea ofoofogia e mafai ona faia e sili atu i mea e te ole atu ai pe manatu iai (Efeso 3:20). E mafai ona ia foai mea e te manaomia aua o manu e afe i luga o mauga o ia e ana (Salamo 50:10) ma o le auro ma le ario i le lalolagi atoa o ia e ana (Hakai 2:8). O ia e ana le lalolagi atoa ma mea uma o iai ( Salamo 24:1). O ia o le Atua e sili i atua uma (2 Korinito 2:5), o le tupu o tupu ma le Alii o Alii (1 Timoteo 6:15). Le au pele e, e le matagofie ea o Lē e silisili i mea uma lava o lou Tamā? Ua ia foai atu le poto, oloa, mamalu, mana, alofa tunoa ma le agalelei ae o le mea e finagalo e te faia, o le pese ma le viiga. E finagalo e te alofa ma tuuina atu lou taimi ia te ia, ma e alagatatau ia te ia. Afai e te naunau ia sisila mai fofoga o le Atua ma e tofo i lona matautia, ole atu ia foai atu se loto ma le agaga tapuai ia te oe i le asō, aua e silasila o ia ma avatu mea uma, iai latou e faatuatua ia te ia i le agaga ma le faamaoni (Ioane 4:23-24). TataloTamā, faafetai ua taua au o lou afafine/atalii. Faamolemole aumai ia te a'u le loto e naunau e tapuai ia te oe i taimi uma, i le suafa o Iesu, Amene. 

Na kapitálových trzích se Petr Žabža, šéf oddělení investic v Air Bank, pohybuje od 90. let minulého století. Takže na vlastní kůži zažil krach dot.com bubliny z přelomu milénia, velkou finanční krizi let 2008 až 2009 a samozřejmě i covidový šok. A to, co zažíváme dnes v souvislosti s AI mánií, ho nijak nepřekvapuje. „Není to nic výjimečného,“ říká zkušený investor v novém dílu podcastu Money Maker. Na mysli má ovšem jen to, co se děje na burzách, jinak totiž vnímá umělou inteligenci jako revoluci: „Je to tektonická změna.“ I proto by se podle něj Češi měli naučit ještě víc a lépe investovat, aby byli připraveni na budoucnost.Petr Žabža, který je hodně aktivní i na sociálních sítích, se dlouhodobě věnuje podpoře finanční gramotnosti a vzdělávání veřejnosti v otázkách spojených s nakládáním s penězi. „Zlepšuje se to, ale pořád to není ono,“ říká k tomu, jak dobří investoři Češi a Češky jsou a jak moc rozumí správě financí. Pro ty, kteří už pracují, pak doporučuje budování tzv. permanentního portfolia, která sestává rovnoměrně z akcií, dluhopisů, komodit a hotovosti. A u investic pro děti? „Děti mají mít ze 100 procent akcie. Tam není co řešit,“ odpovídá Žabža rezolutně v Money Makeru.V podcastu jsme probrali nejen situaci na kapitálových trzích v době konfliktu na Blízkém východě a vzestupu AI, ale i to, jak se lidé mají připravit na penzi, proč je v lidské povaze spíš utrácet než šetřit, jaké triky používají finanční podvodníci na své oběti i o kolik peněz se připraví ti, kdo začnou investovat pozdě.00:00:00 Začínáme00:08:15 AI vs. Dot-com bubble00:13:12 Podcaster není investiční poradce00:16:30 „Finanční gramotnost je pořád nízká.“00:22:24 Spoření na důchod00:29:24 „Nejdůležitější je začít brzo.“00:40:27 Zdravě rozložené portfolio00:46:15 Dává dnes hypotéka smysl?00:49:10 Státní dluhopisy00:52:30 „Dětem jedině akcie.“00:55:14 Ezo finanční hojnost

Orsós Jánossal beszélgettünk bejárt útról, tanulságokról, reményekről, esélyegyenlőségről.Barcza Ági IzraelDerdák András FranciaországKerényi Tamás Egyesült KirályságVarga Lukács NémetországVendég: Orsós János MiskolcHangmérnök: Barcza Gergely

Hlasujte pro Ptám se já v anketě Podcast roku.--Sněmovna se z podnětu vládního hnutí SPD postavila proti konání sjezdu sudetských Němců v Česku. Proč vládní koalice toto téma zvedla? A kdy představí slibovaná opatření zvyšující bezpečnost na fotbale?  Hostem Ptám se já je místopředseda Poslanecké sněmovny Patrik Nacher (ANO), který se na přípravě nové legislativy k bezpečnosti na stadionech podílí. Na násilné události na fotbalovém pražském derby mezi Slavií a Spartou minulý víkend vláda hned reagovala vytvořením pracovní skupiny složené ze zástupců politických stran napříč Sněmovnou, zástupců fotbalu i odborníků na bezpečnost. Podle ministra pro sport Borise Šťastného (Motoristé) by skupina mohla řešit například problematiku kamer s rozpoznáváním obličejů nebo pravomoci pořadatelů. Opatření by se podle ministra měla připravit co nejdříve.Premiér Andrej Babiš (ANO) označil výtržnosti ve vršovickém Edenu za strašnou ostudu a selhání. Dění v závěru zápasu, kdy v sedmé minutě nastavení dav domácích fanoušků vnikl na trávník, střetl se s hráči Sparty a házel světlice mezi diváky, označil předseda vlády za obrovské selhání a strašnou škodu. „Změna musí být brutální,“ uvedl. „Nevím, co si pod tím slovem brutální změna Andrej Babiš představil. Teď si studuji i systémy, které jsou v zahraničí. V Polsku třeba máte registrované všechny fanoušky, ne problémové, všechny. A to už je zase extrém,“ řekl v Ptám se já místopředseda Sněmovny Patrik Nacher (ANO) s tím, že on sám velké změny neočekává. „Měli bychom jít cestou, po které volám dva roky. Všichni jsou vždy pro, ale jak se to od té události vzdaluje, tak všichni vychladnou a najednou začnou říkat, proč ty věci neměnit kvůli pár lidem.“Nacher v rozhovoru také komentoval aktuálně schválené usnesení Sněmovny proti sjezdu sudetských Němců v Brně: „Na návrh SPD bylo nakonec schváleno usnesení Poslanecké sněmovny o tom, že se to odsuzuje. Ve Sněmovně máte témata, která se týkají zákonů, a pak máte témata, která se týkají společenských věcí. Tam mimochodem spadají třeba i ti fanoušci.“ "Tohle prostě vytáhla koalice. I mně chodily e-maily od lidí, že si to nepřejí, že to považují za provokaci. Tak se to vytáhlo jako téma. Upřímně, sám jsem se k tomu přiznal, jsem byl překvapen, netušil jsem, že opozice jako jeden muž bude proti tomu. Takhle velkou protireakci jsem nečekal, “ dodal poslanec. Na závěr rozhovoru Patrik Nacher také prozradil, kde se zdržel jím připravovaný návrh na úpravu koncesionářských poplatků, který koalice avizovala jako jistý mezikrok, než bude hotová nová mediální legislativa chystaná ministerstvem kultury. „Já jsem chvilku i přemlouval kolegy, ať se na to vykašleme po jednáních s generálními řediteli. Ale zlomilo se to ve mně, když jsem viděl, co dělá opozice. V těchto dnech už to bude. Myslím, že příští týden už to budu moct prezentovat,“ dodal. Jak je to s nenávistí mezi Spartou a Slavií? Kdo bude mít za úkol připravit případné zákonné změny? Komu prospívá rozviřování protisudetských nálad? A jak to vypadá s poslaneckým návrhem na úpravu plátců koncesionářských poplatků? --Podcast Ptám se já. Rozhovory s lidmi, kteří mají vliv, odpovědnost, informace.Sledujte na Seznam Zprávách, poslouchejte na Podcasty.cz a ve všech podcastových aplikacích.Archiv všech dílů najdete tady. Své postřehy, připomínky nebo tipy nám pište prostřednictvím sociálních sítí pod hashtagem #ptamseja nebo na e-mail: audio@sz.cz.

A Győri ETO bajnoki címe nemcsak a szezon legnagyobb meglepetése, hanem látlelet is a magyar futballról: a Fradi hibáiról, a magyarszabály következményeiről, Robbie Keane magyarázatairól, de arról is beszélgettünk Gaál Tamással, hogyan lehetett egy jól felépített csapattal felborítani az NB I megszokott rendjét. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tam and I got WILDLY into it this week. We're talking energy hygiene — how to clear your energy, protect your space, shield your biz, and yes, even your bloody phone. Because that thing is an actual energy portal that can zap ya!We share the actual daily rituals we use (salt scrubs! crystal grids! hands in the dirt at 6am!), Tam debuts her new favourite concept — Resting Bitch Energy (RBE) — and I tell the story of the enormous black obsidian dildo I placed on my property boundary to deal with a dic*head neighbour. As you do.If you're a sensitive, spiritual creative who absorbs everyone's feelings like a human sponge, feels fuzzy and anxious for no good reason, or suspects your phone might be energetically fuc*ing with your sleep… this one's for you, possum.What we get into:How to call your soul back into your body (and the signs it's wandered off — hello clumsiness, brain fog + random anxiety)Why you literally cannot process another person's feelings for them, and how to return their energy to senderSalt scrubs, salt bowls, black salt, and keeping salt next to your bedTam's RBE — Resting Bitch Energy — aka the BEST protection upgradeWorking with angels, guides + well ancestors (and why you do NOT want to call in your batshit crazy recent ancestors)Crystal gridding your property with black tourmaline, obsidian, rose quartz + moreSigils for protection (ancient practice, dead easy to do)Smoking herbs, resins, essential oils + DIY mist spraysYour phone as an energy portal — why it doesn't belong in your bedroomUsing your ancestry DNA to find YOUR ancestral spiritual traditions (I took mine to Claude and it was FASCINATING)Outsourcing to energy healers + body workers when the DIY isn't enoughBoundaries as energy protection. Full stop.Nurturing your energy through joy, creativity, nature + communityGems from this episode:Your soul can drift just a couple of inches out of your body — and it shows up as anxiety, clumsiness, feeling not-quite-yourself. A 30-second practice of calling it home can shift everything.You can't heal someone else's energy for them. That's their job. When you're holding their stuff, your body gets confused because it can't DO anything with it. Give it to the earth. Even shit turns into gold in the ecosystem.Kids under seven will naturally show up in your energy field. That's normal + healthy — they're building their systems off yours.The strongest protection isn't an elaborate ritual that makes you late for everything. It's being SO full of your own energy there's no room for anyone else's.Your phone is an energy portal to the world. Remove it from the bedroom. Place crystals near your computer. Write a prayer in your notes app. It sounds woo and it WORKS.Quotes we loved:"I actually think I have RBE — Resting Bitch Energy. Stuff doesn't stick to that." — Tam"You can't process another person's feelings for them. You can't heal their energy for them. That is their job and theirs alone." — Leonie"Your imagination is for seeing what's really there." — TamLinks + resources mentioned:Midas Touch — 11-day meditation program inside the Academy. People keep telling us there was a before Midas Touch and an after. It's some of the biggest soul lessons I've ever learned, turned into minutes. leoniedawson.com/midasCreative Goddess Embodied 2.0 — inside the Academy leoniedawson.com/creative Protective Magic by Stacey DiMarco — gorgeous book on protection techniquesAndrea Rae — Crystal AcademyHiro Boga — intuitive healerKerry Rowett — kinesiologist + intuitiveRenee Longworth — energy clearing for propertiesIf this episode gave you something good, we would love a five-star review. It genuinely helps people find us — especially when we talk about topics that ruffle a few feathers.Big love,Leonie + Tam ✨#EnergyProtection #ClearYourEnergy #SpiritualBusiness #WomenEntrepreneurs #CrystalGrid #NeurodivergentLife #WooAndBusiness #EnergyHygiene #SpiritualPractice

‘Tam o' Shanter' first appeared as a lengthy footnote in Francis Grose's Antiquities of Scotland (1791) after Robert Burns convinced Grose to include the ruined Alloway Kirk in his volume, and its supernatural associations (invented by Burns). Its story of the drunken Tam's encounter with witches in the stormy Ayrshire landscape has served as both a celebration and chastisement of Scottish masculinity ever since its publication, but the attitude of its narrator remains elusive throughout. In this episode, Seamus and Mark discuss the poem's moral and stylistic turns, its influence on Wordsworth and Coleridge, and what it owes to the Augustan perfectionism of Pope. They then turn to a much darker example of Romantic narrative poetry, George Crabbe's ‘Peter Grimes' (published in his collection The Borough in 1810), and explore the bracing realism and psychological insight in the story of a cruel Suffolk fisherman who destroys the apprentices placed in his care. This episode also features a bonus conversation with Andrew O'Hagan, who reads extracts from 'Tam o' Shanter' and explains why the poem's reliably contradictory narrative voice is so useful for anyone learning to write stories. Non-subscribers will only hear an extract from this episode. To listen to the full episode, and to all our other Close Readings series, sign up: Apple Podcasts: https://lrb.me/applesignupnp Other podcast apps: https://lrb.me/scsignupnp Read more in the LRB: Karl Miller: Peeping Tam: ⁠https://lrb.me/npep501⁠ Neal Ascherson on Burns's life: ⁠https://lrb.me/npep502

Is personal style still "personal" if it’s shaped by an algorithm? This week, Tam and Lucinda are deep diving into the fashion zeitgeist and figuring out how to maintain your individual style in a world heavily influenced by what's trending on social media. They're talking through all the Aussie labels Meghan Markle wore on her recent (unofficial) Royal Tour and why Stella McCartney’s new H&M collaboration might be the risk the brands been needing to take. Plus, they share two viral formulas: the "Three Word Theory" and the "Three Forces of Cool" that make getting dressed every morning easier. From why we’re all wearing rugby tops again to the DIY brooch-on-bag trend taking over the streets, consider this your guide to reclaiming your personal style in 2026. Tam Pick: Rugby Tops Tam's Budget: Uniqlo Washed Cotton Polo Shirt Long Sleeve, $39.90. Tam's Mid-Range: Princess Polly Tycen Polo Rugby Jumper, $80. Tam's Boujie: Arcaa Rayne Knit Jersey, $179. Lucinda's Pick: Flannel Shirts Lucinda's Budget: Uniqlo Men’s Flannel Checked Shirt, $49.90. Lucinda’s Mid-Range: Superdry Lumberjack Check Flannel Shirt, $129.95. Lucinda's Boujie: One Teaspoon Lunar Flannel Shirt, $169. GET YOUR FASHION FIX: Watch us on YouTube: This episode goes live at 8pm tonight! Follow us on Instagram & TikTok: @nothingtowearpod Shop the Pod: Sign up to the Nothing To Wear Newsletter to see all the products mentioned plus more, delivered straight to your inbox after every episode. Feedback? We’re listening! Call the pod phone on 02 8999 9386 or email us at podcast@mamamia.com.au CREDITS: Hosts: Lucinda Pikkat & Tamara Holland Producer: Ella Maitland & Zara Sengstock Audio Producer: Jacob Round Video Producer: Artemi Kokkaris Just so you know—some of the product links in these notes are affiliate links, which means we might earn a small commission if you buy through them. It doesn’t cost you anything extra, and it helps support the show. Happy shopping! Mamamia acknowledges the traditional owners of the land on which we have recorded this podcast.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

„Faktem je, že ideologové nacismu čerpali spousty poznatků právě z českého pohraničí. Tam se ty myšlenky na konci 19. století a na začátku 20. století rodily. A ve skutečnosti, co se týče vztahu k židům a k dalším militantním ideologickým postulátům nacismu, byli zpravidla českoslovenští Němci radikálnější než říšští nacisté,“ říká publicista Ladislav Jakl v rozhovoru pro pořad Právě teď. 1. díl, 13.05.2026, www.RadioUniversum.cz

Paulinho Degaspari, Dri Degaspari, TAM, Carol e a convidada Luiza Zagonel finalmente voltam a Nárnia para viver as aventuras do quarto livro (seguindo a ordem de publicação) da série fantástica de C. S. Lewis.

Dārzā rosība rit pilnā sparā, un nereti tas nozīmē stīvu muguru un sāpes ceļos nākamajās dienās. Kā darbošanos dārzā padarīt mazāk traumatisku? Kādus trikus un ieteikumus zina teikt dārznieki un veselības eksperti? Raidījumā Kā labāk dzīvot interesējamies par agrofitnesu. Stāsta Latvijas Universitātes profesore, fizioloģe Līga Plakane, kura arī pati labprāt rosās dārzā, ergoterapeite Zane Liepiņa, fizioterapeite Marta Fogele un arborists, dārznieks, ainavu arhitekts un arī uzņēmuma "Labie koki" vadītājs Edgars Neilands. Līga Plakane atzīst, ka agrofitness nav gluži zinātnisks termins. "Šo jēdzienu lieto ar nozīmi treniņš. Tas ir treniņš, lai attīstītu dažādu muskuļu grupu spēku, izturību. Tas nenozīmē, ka pēc tam puķes smuki zied un un kartupeļi ienākas, tas ir vairāk treniņa veids, kas imitē tādu dārza darbu aktivitātes. Līdz ar to tas ir izdomāts termins," bilst Līga Plakane. Bet Latvijā kā treniņa veids, kas imitē dārza darbus, tas nav īpaši izplatīts. Marta Fogele mudina arī pirms dārza darbiem iesildīties. "No ergoterapeita skatupunkta man ļoti negribētos dārzkopības aktivitātes saukt par agrofitnesu, jo ir jāuztver šī aktivitāte kā mērķtiecīga nodarbe, ko cilvēks izpilda savā brīvajā laikā vai arī darbalaikā atbilstoši arī profesijai," palidina Zane Liepiņa, norādot, ka ergoterapijā nodarbes skata plašāk. Viņa norāda, ka mūsu kultūras kontekstā dārzkopības aktivitāte ir kaut kas vairāk, nevis tikai ravēšana, stādīšana un ražas novākšana. Tam ir ļoti dziļš kultūras konteksts pamatā, latviešiem sirdij tīkama ir tieši rosīšanās dārzā. Bet tam var būt arī negatīvās puses. "Dārzkopība un dārza dārza aktivitātes, ja tās izpilda neapdomīgi, ir ļoti augsts traumu risks, ļoti augsts arī muskuloskeletāro sistēmu saslimšanu risks, piemēram, karpālā kanāla sindroms, osteoartrīts un citas. Kas, protams, nerodas tikai no dārzkopības aktivitātēm. Tas jau ir faktoru kopums. Bet, ja mēs nerūpējamies par sevi, ja mēs izmantojam nepiemērotus darba rīkus, ja mēs pārmērīgi forsējam, kampaņveidīgi izpildām dažādas dārzkopības aktivitātes, tas var novest pie šiem negatīvajiem riskiem un ietekmēm," atzīst Zane Liepiņa.

This Mother's Day, we're not talking gifts, we're talking about what moms actually need. Erin & Tam share why asking for time to explore your own hobbies and interests might be the most meaningful thing you can ask for. @theartofhobbyness www.artofhobbyness.com

Nový maďarský premiér Péter Magyar slibuje celkovou transformaci země, kterou označuje za vyrabovanou, a odstavení lidí spojených s Viktorem Orbánem. A to včetně prezidenta Tamáse Sulyoka. „Myslím, že nové vládě by nijak nepřekážel, je to spíš další symbolický krok. Může to působit jako agresivní přebírání moci a Magyar by mohl být velkorysejší, ale jeho voličům to vadit nebude,“ usuzuje novinář Oliver Adámek z týdeníku Reflex.Všechny díly podcastu Interview Plus můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

  In this episode, Ray Cochrane leads with Mozilla shipping Firefox 150 with 271 patched bugs found by Anthropic’s Mythos system, the first major real-world deployment of the AlphaGo-Moment cybersecurity tooling. He also covers a 9-year dormant Linux kernel root, a college student stopping Taiwan’s high-speed rail with a software-defined radio, GitHub MCP secret scanning going GA, the NVIDIA NeMo lawsuit surviving its motion to dismiss, the Hugging Face Reachy Mini app store, Anthropic’s Auto Mode for Claude Code, and the 4-gigabyte AI model Chrome silently installed on your computer. – Want to start a podcast? Its easy to get started! Sign-up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens the show with the AlphaGo Moment moving from theory into production. Mozilla shipped Firefox 150 this week with 271 patched bugs that Anthropic’s Mythos system found. Furthermore, the broader episode threads a clear pattern: AI tooling is reshaping security, developer workflows, and consumer software faster than the surrounding ecosystem can absorb it. The show closes on the four-gigabyte AI model Chrome installed on a billion machines without explicit consent. Mozilla Ships 271 Mythos Bugs in Firefox 150 Mozilla ran Anthropic’s restricted Mythos system against the Firefox 150 codebase before shipping. The result: 271 found bugs (180 high severity, 80 moderate, 11 low) baked into the release. However, the bigger number is the year-over-year jump. April 2026 shipped 423 total Firefox security fixes versus 31 a year prior. The breakdown for April: 271 from Mythos, 41 from external researchers, and 111 from other internal sources. Cochrane is sticking to his guns on calling this the AlphaGo Moment for cybersecurity. Skeptics argue Mythos is industrial-scale fuzzing because most found bugs sit in memory-safety territory. However, his counter is the velocity itself. Furthermore, he frames the resistance as carriage-versus-cars: humans-first research still grounds the tool, but throughput is the win. The Firefox CTO put it directly: defenders finally have a chance to win, decisively. For developers asking whether Mythos changes anything if they already run fuzzers, Cochrane’s answer is yes, and not even close. Additionally, he notes Mythos is restricted-access. The broadly available tier is Claude Opus 4.7, which Mozilla used since February before getting onto the restricted program for the Firefox 150 cycle. Run Opus 4.7 first. Sponsor: GoDaddy GoDaddy has been sponsoring this show for over twenty years. Economy hosting starts at $6.99/month, WordPress hosting at $12.99/month, and domains at $11.99. Use codes at geeknewscentral.com/godaddy for exclusive deals and to directly support the show. Copy Fail: 9-Year Linux Kernel Bug, 732 Bytes to Root A 9-year-old dormant Linux kernel bug got disclosed April 29 as CVE-2026-31431. Researchers published a 732-byte Python script that roots every major Linux distribution shipped since 2017. Additionally, CISA added the CVE to its Known Exploited Vulnerabilities catalog on May 1 with a May 15 federal deadline. The bug lives in the kernel’s crypto socket layer through the AF_ALG AEAD interface, originating in a 2017 in-place crypto optimization that lacked bounds checking. Cloudflare published their post-mortem this week. Their first instinct was to remove the kernel module entirely. However, service dependencies forced a workaround instead. Cloudflare resumed normal patched-kernel reboot automation across their 330-city fleet on May 4, with manual reboots and rollouts continuing after. Taiwan Rail Stopped by a 23-Year-Old With a Software-Defined Radio A 23-year-old Taiwanese university student with the surname Lin spoofed a TETRA general alarm signal on April 5, stopping trains on Taiwan’s high-speed rail. The accomplice supplied the radio parameters. Both were arrested by month-end. Lin posted NT$100,000 bail; the accomplice posted NT$80,000. The incident hit at 11:23 PM during the Qingming holiday weekend, stopping three revenue passenger trains plus one deadhead. Furthermore, the system has been in service for 19 years without rotating its cryptographic parameters once. Cochrane notes this is exactly the type of long-dormant infrastructure flaw that Mythos-class tooling catches, if anyone bothers to point it at the wires we already have. GitHub MCP Secret Scanning Goes GA GitHub’s secret scanning in the MCP server hit GA on May 5, with dependency scanning entering public preview the same day. Both released after a seven-week public preview run starting March 17. Additionally, the feature lets MCP-compatible coding agents (Copilot CLI, VS Code, JetBrains, Claude Code, Cursor, Windsurf) detect exposed secrets before commits or pull requests. Findings are ephemeral. They surface only in the current chat session and don’t persist as GitHub alerts. Sources disagree on scope: GitHub’s GA changelog says repo-level or org-level settings work, while the docs say only org-level applies. Cochrane flags the open question of whether MCP prompt injections could be exploited to send discovered secrets elsewhere. Subquadratic Debuts a 12-Million-Token Context Window Miami-based Subquadratic emerged from stealth on May 5 with a $29 million seed round and a reported $500 million valuation. Their model, SubQ 1M-Preview, runs on a new Subquadratic Sparse Attention architecture (their technical writeup calls it Selective Attention; same acronym, different second word). The headline claim: a thousand-times reduction in attention compute at 12 million tokens versus frontier models. However, that figure is vendor marketing math. There is no peer-reviewed paper, no public weights, and no independent benchmark replication. Researchers are demanding independent proof. Furthermore, CTO Alex Whedon’s pull line, “Retrieval / RAG plumbing is a waste of human intelligence,” signals how aggressively they want to position against retrieval-augmented architectures. ChatGPT Goblins, China’s “Catch You Steadily”: Sycophancy Is Universal Last week’s ChatGPT goblin obsession has a Chinese-language twin. The model overuses a phrase translating as “I will steadily catch you.” Additionally, a new Stanford and CMU study called ELEPHANT shows social sycophancy is universal across all 11 LLMs tested with 2,400-plus participants. Models endorsed users 49 percent more than humans did, and 47 percent even on harmful prompts. Alibaba’s Qwen and DeepSeek topped the rankings. Cochrane notes sycophancy is obvious once you’re aware of it but tricky to dissuade. Even with explicit instructions, longer context windows can reintroduce the behavior as the instructions get diluted. Furthermore, the trap is believing you’ve handled it. Once you think you’ve got it under control, you’re more prone to being influenced because you stopped watching for it. NVIDIA NeMo Lawsuit: Judge Tigar Denies Motion to Dismiss Three authors filed Nazemian v. NVIDIA in March 2024, alleging NVIDIA used The Pile and Books3 (approximately 196,640 pirated books) to train its NeMo AI framework. NVIDIA’s defense relied on the Sony v. Universal Betamax doctrine, arguing NeMo’s training scripts are general-purpose tools like a VCR. This week, Judge Tigar denied NVIDIA’s motion to dismiss in the Northern District of California. The headline quote: NeMo’s training scripts “have no other purpose than to speed up the process of infringement.” Furthermore, the judge rejected the VCR analogy outright. NeMo’s scripts are not general-purpose tools; they were allegedly purpose-built to ingest pirated material. Cochrane reads the Betamax framing as legal-jargon arbitrage rather than honest defense. The Humanoid Robot Market Is Smaller Than the Hype Michael Barnard at CleanTechnica argues that scenario-math against the global labor market puts realistic humanoid TAM at $200 billion to $1 trillion, not $20 trillion. Near-term wins cluster in warehouses, not homes. Additionally, the framework weighs dexterity burden against human-proximity safety burden. Real opportunities cluster where both burdens are low. Cochrane connects this to last week’s reservations about humanoids in the household. Furthermore, the risk profile is the issue: these robots aren’t prepared for every scenario, can’t make dynamic decisions, and one software update can change the definition of “safe.” Hugging Face Launches Reachy Mini App Store Hugging Face launched an open-source app store for the Reachy Mini robot this week, $299 for the Lite tethered version and $449 wireless. There are 200-plus community-built apps at launch from over 150 creators, with nearly 10,000 Reachy Minis cumulative shipped. Additionally, apps are forkable, with the default agent (ML Intern) able to modify, write, test, and ship code on any existing app. Examples at launch include an office receptionist built in under two hours, a Reachy Phone Home anti-procrastination app, baby-monitor-style apps, a cooking assistant, and a 78-year-old Joel Cohen’s voice-controlled CEO peer-group app. Pollen Robotics, the company behind Reachy, was acquired by Hugging Face on April 14, 2025. Bebop the Humanoid Robot Delays Southwest Flight 1568 A 4-foot, 70-pound humanoid robot named Bebop delayed Southwest flight 1568 from Oakland to San Diego by more than 73 minutes on April 30. The crew flagged the lithium battery as oversized. Furthermore, the battery was reportedly four times the cabin limit. Bebop belongs to Dallas-based Elite Event Robotics, which bought a full-price cabin ticket because the robot exceeded checked-baggage weight. Bebop danced for passengers at the gate before boarding. However, Southwest had Elite remove the batteries before departure, and replacements were overnighted to Chicago for the next event. Cochrane flags the obvious: batteries have always been flagged in aviation, so forgetting that with a humanoid robot in tow is a strange miss. Ouster Rev8: Native Color Lidar With Google, Volvo, Skydio Stating Intent Ouster announced the Rev8 OS Family on May 4 in San Francisco. The sensors fuse depth and color via SPAD detectors (single photon avalanche diodes) on Ouster’s custom L4 and L4 Max chips. Google, Volvo Autonomous Solutions, Skydio, Liebherr, Epiroc, and PlusAI have stated intent to adopt, though nothing is formally signed. Specs include 48-bit color, 116 dB dynamic range, and pre-fused 3D colorized point clouds. The OS1 Max gets 500-meter max detection. Available to order today and shipping this quarter, with no pricing disclosed. CEO Angus Pacala in his TechCrunch interview: “The goal is to obviate cameras. There’s no reason that one sensor can’t do both.” TagTinker Lets a Flipper Zero Mess With Electronic Shelf Labels A new Flipper Zero app called TagTinker uses infrared signals to push images and text to electronic shelf labels. Additionally, these are the same kind of price tags grocery chains are starting to use for surveillance pricing. The app and GitHub repo went public this week. Maryland’s HB 895, signed by Governor Wes Moore, takes effect October 1 as the first-in-nation surveillance pricing law. It covers food retailers and third-party food delivery service providers. Furthermore, ESLs use the same IR signaling as TV remotes with weak security. The dev’s disclaimer states it’s strictly for educational research, security curiosity, and displaying digital art on hardware you legally own. Fitbit App Becomes Google Health, Plus Fitbit Air, Plus Google Fit Sunset Google announced May 7 that the Fitbit app becomes Google Health on May 19, rolling through May 26. The launch ships with the new $99.99 Fitbit Air screenless tracker and the long-rumored Google Fit shutdown. Additionally, the four-tab interface (Today, Fitness, Sleep, Health) bundles a Gemini-powered AI Health Coach. Coach is premium-gated at $9.99/month or $99/year. Medical records integration is US-only at launch. The Fitbit Air gets up to one week of battery life and 50-meter water resistance. However, Cochrane flags conflicting privacy framing: Google’s AI summary bullets say “your data stays private,” but the actual document copy says only “committed to not using Fitbit user health and wellness data for Google Ads.” Those are not the same statement. Russinovich on Why Win32 Won and WinRT Didn’t Microsoft Azure CTO Mark Russinovich said via Microsoft Dev Docs video that Win32, the 1995 API, is still foundational to Windows 11. WinRT, the modernization replacement, “didn’t play out the way a lot of people expected.” Mostly clickbait framing per Windows Latest, but the substantive angle is real. Microsoft is pivoting back to native WinUI 3 development after years of pushing developers toward WebView2 and Electron. Additionally, Electron-based apps are known for insane RAM usage, and everyone is hurting for RAM right now. Furthermore, the bigger open question is whether Electron survives the test of time, especially with the React engine reportedly being rewritten in Rust. “Tabula Plena”: The Brain Starts Full, Not Blank A Nature Communications study from the Institute of Science and Technology Austria found that the mouse hippocampal CA3 recurrent network begins densely connected and refines through pruning. ISTA’s press release frames this as “tabula plena,” meaning full slate, counter to tabula rasa. The paper published April 21. First author Victor Vargas-Barroso and senior author Professor Peter Jonas studied mice at three developmental stages. Furthermore, the “starting overloaded enables faster sensory integration” framing is Jonas’s hypothesis from the press release, not a paper conclusion. Cochrane closes on the bigger question: did we have human growth and experience mapped wrong from the start? The Aqueous Battery You Can Pour Down the Drain A Chinese research team led by Professor Chunyi Zhi at City University of Hong Kong built an aqueous battery using a custom organic polymer electrode plus neutral magnesium and calcium salts (food-grade tofu coagulants) as electrolyte. Published in Nature Communications on February 18. Numbers to know: 120,000-plus charge cycles, full-cell energy density of 48.3 watt-hours per kilogram. That’s well below typical lithium-ion. However, post-cycling analysis showed only magnesium, calcium, chlorine, carbon, and copper, with no heavy metals. The cell complies with US RCRA, ISO 14001, and China’s GB 18599-2020 for direct environmental disposal. Additionally, the “300-plus years” framing is journalists extrapolating from the 120,000 cycles, not a paper claim. ResoNix Klippel Tests Expose Car-Audio Spec Lies Nick Apicella, founder of ResoNix Sound Solutions in Stony Point, New York, spent around $23,000 on independent Klippel LSI and TRF testing of 40 subwoofers. He published 21 results showing widespread misrepresentation of Xmax (excursion) and thermal/power-handling claims. Test data published in three batches between December 2025 and January 2026. Specifics: Wavtech thinPRO12 claimed 20 mm of excursion but delivered 8.85 mm, scoring 15 out of 100 on marketing accuracy. One driver hit 44 percent of advertised excursion. Another tripped thermal protection at half its rated power. Additionally, nine of 21 drivers scored below 50 out of 100. Brands tested include JL Audio, Sundown, Focal, Morel, Audiofrog, Adire, Stereo Integrity, and Dynaudio. Conflict-of-interest flag: ResoNix’s own GUS-15, 12, and 10 prototypes conveniently rank one, two, three. JetBrains Opens 2026 Developer Ecosystem Survey JetBrains opened the 10th annual Developer Ecosystem Survey this week. It takes about 30 minutes, with prizes including a MacBook Pro 16-inch and a $1,000 Amazon gift card. Anonymized raw data is published publicly, and cumulative scale is 100,000-plus developers across recent years. Additionally, the survey is going fully anti-AI: “evil bots, dishonest respondents, and AI agents will be excluded from prize distribution.” Cochrane is curious whether TypeScript holds its 2025 crown after knocking Python off, and whether Rust shows real growth given the wave of LLM-driven Rust rewrites in the past few months. Anthropic’s Claude Code Auto Mode Goes Live Anthropic launched Auto Mode for Claude Code roughly six weeks ago. Claude Code’s previous behavior required user approval for most file modifications and command executions, generating heavy approval-fatigue complaints during longer sessions. Auto Mode is the answer: Claude can run multi-step development tasks without per-action approval. Additionally, the architecture is a two-stage classifier, with stage one a fast yes/no filter and stage two doing chain-of-thought on flagged actions. Cochrane runs his own Claude Code in YOLO mode but with custom rejection rules baked into settings to block commands he doesn’t want, even with skip-permissions on. He recommends configuring settings as the actual policy layer rather than relying on classifier judgment alone. Furthermore, recent posts about Claude deleting websites or wiping production databases reinforce why the settings layer matters more than the auto-mode toggle. Chrome Quietly Installed a 4GB AI Model on Your Computer Google Chrome silently downloads on-device AI model weights (Gemini Nano family) to a `weights.bin` file in the OptGuideOnDeviceModel directory, around four gigabytes in Alexander Hanff’s audit. Furthermore, the model re-downloads if you delete it. Hanff timed his own install at 14 minutes 28 seconds on macOS. Affected platforms include Windows, macOS (including Apple Silicon), and Linux. Hanff frames this as a multi-front legal violation: a direct breach of Europe’s ePrivacy Directive, two articles of GDPR, and an environmental harm of a magnitude that would be notifiable under the Corporate Sustainability Reporting Directive. At one billion users, the four-gigabyte distribution represents roughly 240 gigawatt-hours of network and storage energy paired with about 60,000 tonnes of CO2-equivalent emissions. However, no EU regulator action or formal complaint has surfaced as of this episode. The model powers on-device features (email writing, scam detection, summarization, smart paste, tab grouping) but not the visible AI Mode button, which routes to the cloud. To disable, Cochrane recommends Chrome Settings, then System, then On-device AI, toggle to off. Two more paths exist via `chrome://flags` or a Windows registry edit. Cochrane closes the show with show housekeeping: GNC Insider at geeknewscentral.com/insider, email at geeknews@gmail.com, newsletter signup at geeknewscentral.com, and Pocket Casts as a solid modern podcast app pick. Have a wonderful night. The post Mozilla Meets Mythos #1864 appeared first on Geek News Central.

OPEN HEAVENSMATALA LE LAGI MO LE ASO SA 10 ME 2026(tusia e Pastor EA Adeboye) Manatu Autu: Faamanuiaga e aunoa ma le tigā (Blessings without sorrow)Tauloto Tusi Paia: Faataoto 10:22 “O le fa‘amanuia a le ALI‘I, o lea e fa‘atamao‘āiga ai; na te lē fa‘aopoopo i ai se tigā.”Faitauga - Tusi Paia: Ioane 10:10Toatele tagata e manana'o e mauoa i soose tau, ma ona o lea, e taumafai ai pea le tiapolo e fa'aosoosoina i latou e fai so'ose ituaiga amioga agasala. O nisi o i latou e i'u lava ina maua le tamāoaiga o mananao ai, peita'i o lea ituaiga tamāoaiga e masani ona maua faatasi ma le tele o le tigā. Ua na o manuia o le Atua, e maua e aunoa ma le faavauvau e pei ona o tatou vaaia i le fuaiupu tauloto o le asō.O le tiapolo e lē taitai mana'o e maua e se isi se mea lelei. E mafai ona faafoliga le fili peiseaī e mana'o i le aupito sili ona lelei mo se uso, peita'i o ia o se faamatua o taufaasesē ma e le mafai ona ia avatu i se tagata se mea lelei. Pau le mana'o o le fili, e fiafia e gaoi soosemea ua tuuina e le Atua i lana fanau. Ua faailoa mai le tusi o Ioane 10:10 fuafuaga moni a le fili mo soose tagata, o le gaoi, fasioti ma faaumatia. A e paū atu i mailei a le tiapolo e fai le agasala, ua e faatagaina le fili e gaoi oe, fasioti ma faaumatia oe.I tausaga ua mavae na fai mai ai se tamaita'i o la'u vasega, ia te a'u, “Tamā ua ou maua se taulealea talavou e mana'o e faaipoipo ia te a'u.” Sa o'u fa'amālō ia te ia ae fai mai, “Leai! E i ai le faafitauli.” Ona ia faamatala lea faapea na faailoa atu e lona tamā na ia foaiina ia i se tiapolo, le agaga o le gataifale, ma afai ae fai sona toalua o le a oti o ia. Na fai atu fo'i lona tamā afai e le o ia e oti, poo ai lava le tagata e faaipoipo I ai o le a oti i le aso tonu o le faaipoipoga. Ona faapea mai lea o le tamaita'i ia te a'u, “O lea la ua fai mai le taulealea lenei ma te faaipoipo ma ou te manatu o le finagalo lea o le Atua ia ou faaipoipo atu ia te ia. Peita'i ou te lē mana'o ou te tali Ioe ia te ia ona ou te lē mana'o e fasiotia le taulealea e le tiapolo poo le agaga o le gataifale. O le a se mea e tatau ona ou fai?” Sa ou ata ma fai atu i le tamaita'i, “Ou te iloa le Tamā o agaga uma.” Ona ou tatalo lea o se tatalo faigofie i le suafa o Iesu ma fai atu i le tamaita'i, e alu e talia le talosaga a le taulealea. Lua tausaga mulimuliane a o ou i totonu o se falesa i Yaba Lagos, ae savali atu le tamaita'i lenei ia te a'u o loo ia sapai se pepe i ona lima ma fai mai, “Susuga e, e te manatua a'u?” Sa ou tali, “Ioe!” Sa o'u fesili ia te ia poo fea lana tane ma sa ia faasino i se taulealea aulelei. Pe ana lē sulufa'i lea tamaita'i ia Iesu, semanu e ola ai lava I saisaitiaga o le pologa o le fasiotia o tane uma e faailoa lo latou manana'o ia te ia.Le au pele e, o faamanuiaga a Satani e omai faatasi lava ma loli pusa sasa'a o le faavauvau. Peita'i a faamanuia oe e le Atua na te avatu manuia e faatamāoaiga a'i, na te lē faaopoopo I ai se tigā, I le suafa o Iesu, Amene.

Darlingheart,You know that feeling where your brain is on fire, your to-do list has become sentient, and somebody wants to know what's for dinner AGAIN?Yeah. Tam and I get it. We get it in our BONES.So we sat down and talked about the two levers you've actually got for overwhelm. (Two! That's double the levers! Exponential growth, baby!) One of them you probably already know. The other one? Freaking life-changing. I didn't discover it until about a year ago and it's been WILD the difference it has made in reducing overwhelm.If you're a neurodivergent creative drowning in business + parenting + caring roles + all the fekking things, and you've been white-knuckling your way through wondering why "just try harder" hasn't worked... this one's for you.In this episode we get into:Why your capacity is completely different from that extrovert with plans out the butthole (and why comparing is pointless)Traffic light colour-coding your calendar so you can SEE the burnout comingGolden weeks (my secret weapon — one week a month with NO calls)The broom-path housework standard that saved my marriage and my sanityGetting your kids to do their own washing from primary schoolRobot vacuums with names (mine's Melissa, Tam's is the Scutter, because of course)The primitive reflex thing that tripled my nervous system capacity (I KNOW)Breathwork, sleep, nature + the supplements that actually help ADHD brainsTam's husband discovering that sunshine is... far infrared. We dieeeeeeeeee.Quotes that hit:"I really need you to reduce your standards. I really need you to stop trying to be the perfect mum here because it's wrecking your mental health." — My husband Chris, being very wise over lunch"I centered myself so I became the main character of my own life." — Tam "We're just complicated houseplants. We need food, we need sunlight, we need fresh air and water." — Tam, being a poet"I can do two, three times the amount of work that I used to. And it does not cost in the way that it used to cost me." — Me, still stunned about the primitive reflex resolution thingStuff we mentioned:Laundry Lady (laundry pickup service — Australia)HelloFresh + Marley Spoon (meal kits)You Foodz (pre-made meals delivered)Roborock (the fancy robot vacuum/mop — yes it detects poo)David Elliott — breathwork meditationGet Dopa (combined ADHD supplement, UK)Primal Energy (beef organ supplement, Australia)Dr Sharon Williams (chiropractor — primitive reflex resolution)Free meditations from me: leoniedawson.com/shit ✨If this helped you see a lever you hadn't tried, send it to a friend who needs it. And if you've got a sec, a five-star review means more overwhelmed humans can find us.Big love,Leonie + Tam#ReduceOverwhelm #NeurodivergentLife #AUDHDBusiness #NervousSystemRegulation #WorkLessEarnMore #ADHDEntrepreneur #MumBurnout #PrimitiveReflexes #BreathworkHealing #LeonieDawson

ACIM Quote:"If you knew Who walks beside you on the way that you have chosen, fear would be impossible." (ACIM, T-18.III.3:2)Today's Guest:Thomas Rich-Caverly joins Tam and Matt to discuss an over-arching forgiveness that occurred when a friend chose to see him differently.Key Quote from Guest:"What would keep you up at night when all is forgiven?"Connect with Thomas: https://www.sosliferecovery.com/ sosliferecovery@gmail.com Instagram: @t.rich.picturesHave a Forgiveness Story That Could Expire Others? Submit your forgiveness story at http://www.miraclevoices.org/formFeel Inspired to Make a Donation? Visit https://www.miraclevoices.org/donateClosing ACIM Quote:"Love waits on welcome, not on time" (ACIM, T-13.VII.9:7)

Dr. Kate Elden (Dutch CMO) on Veterinary Telemedicine, VCPR Laws, AI, and Expanding Access to CareOn the Torat and Drake Veterinary Podcast, Dr. Tam interviews Dr. Kate Elden, recently hired as Chief Medical Officer at Dutch, a telemedicine platform, about her career path from equine practice to small animal general practice, medical director roles, and ultimately telehealth. Dr. Elden describes how COVID accelerated her telemedicine experience and why cost and access barriers keep many pets from receiving care, citing reports that large portions of pets miss veterinary services. She discusses how private equity, rising standards of care, and clinic hours contribute to affordability and access challenges, and argues telemedicine is a key solution despite restrictive state VCPR regulations. They also address AI as a growing tool that still requires a “human in the loop.” Dr. Elden explains Dutch's guardrails, follow-ups, pharmacy logistics, and her leadership approach, including how parenting shapes her work.00:00 Welcome and Guest Intro01:35 From Horse Vet to Small Animal04:32 COVID Sparks Telemedicine06:47 Why Pets Skip Care09:22 Telemedicine as Access Fix12:27 Inspiring Vets Through Communication17:18 AI and the Future Toolbox20:38 Telehealth Adoption Challenges21:36 Telemedicine Demand Surge23:35 VCPR Laws Explained26:10 State Rules and Licensing27:37 Why Clients Love Telehealth30:11 Follow Ups and Messaging31:21 CMO Role and Guardrails34:46 Parenting and Leadership39:07 Conferences and Closing Advice

Dave "CAC" Kellogg and Ray "Growth" Rike dig into the Redpoint Ventures 2026 Software and AI Market Update - a 69-page report built on proprietary CIO survey data from 141 respondents, plus public market data from Qatalyst, Pitchbook, Goldman Sachs, RBC, and McKinsey. Big report with even bigger implications. Ray and Dave unpack the data that matter most for B2B SaaS and AI-native software operators.WHAT WE COVER IN THIS EPISODEThe AI Build-Out Is Real and It's Not the Dot-Com BubbleHyperscaler CapEx is projected to hit $765B in 2026, up nearly 50% year over year. More than 90% of new data center capacity is already pre-committed. Compare that to the dot-com era when fiber utilization was under 3%. The other critical difference: today's infrastructure spend is funded primarily by free cash flow, not debt. The more important signal is demand. AI has reached 1 billion monthly active users in four years. The internet took far longer to reach 70 million. The demand is real. The risk of speculative overbuild is also real.The Agent Maturity Curve and Why Most of the Value Is Still AheadPage 7 of the report maps the four phases of agent maturity by runtime: co-pilots (seconds), task agents (minutes), workflow agents (hours), autonomous agents (days). Co-pilots represent roughly $500B in software spend. Task agents, where coding tools live today, push that to $1.2T. Workflow agents expand the TAM to $2.8T. Autonomous agents take it to $6.1T. Coding has been the beachhead use case for good reasons: structured training data, instant verification, self-improving feedback loops. The real enterprise revenue opportunity is still in phases three and four.What the CIO Survey Actually Says This is the buried lead of the report. 54% of CIOs are actively consolidating vendors. 45% of AI budgets are coming from existing software budgets, not net-new spend. 58% say AI feature additions are the top driver of incremental software spend. 54% prefer to stay with incumbent vendors if they deliver on AI. Only 13% have a strong preference for AI-native software. The 33% who are neutral are the swing vote. Incumbents are winning the preference battle but losing the execution battle — the CIO feedback on Agentforce, Copilot, and ServiceNow AI in the survey is not flattering.Terminal Value Is the Real SaaS Valuation StoryThe public SaaS median NTM revenue multiple sits at 4.1x (Meritech says 3.1x), the lowest since the global financial crisis. In a SaaS DCF, 85 to 95% of enterprise value comes from terminal value, not the five-year forecast. The implied long-term growth rate embedded in current SaaS valuations has collapsed from 4.7% to 1.1%. Short-term beats like ServiceNow's recent quarter do almost nothing to move the stock because the market's concern is not next year. It's year ten and beyond. That is a terminal value story, not a growth story.ARR Per Employee - The Benchmark EvolvesCursor and Anthropic hit $100M ARR in roughly two years. Slack took three. Salesforce and Adobe took four to five. ServiceNow took seven to eight. AI-native companies have made $1M revenue per FTE the new floor. The P&L transformation model in slide 39 projects R&D costs down 15 to 20%, sales costs down 15 to 20%, COGS increasing due to inference spend but offset by reductions in customer support and customer success. Net result: potential EBITDA expansion of 100 to 250% on the same revenue base over three to five years.Private Markets Are in an AI Love FestAI-native deals represent nearly 100% of new VC activity in Q1 2026. Deal concentration is accelerating: the top 20 deals captured 44% of total funding in 2025, up from 31% in 2024 and 7% in 2022. At the model layer, dollars and valuations are concentrated while deal volume belongs to the application layer (61% of deals). The model competition is effectively over. The only question is rank order. The application layer is where the volume plays out, and AI-native vendors are winning that battle.Redpoint 2026 Software and AI Market Update: https://www.redpoint.com/reports/2026-market-updateABOUT THE METRICS BROTHERS Ray Rike is the Founder and CEO of Benchmarkit, the leading B2B SaaS and AI-native software benchmarking company. Dave Kellogg is an EIR at Balderton Capital, independent consultant, and author of Kellblog. Together they bring a CFO-meets-GTM lens to the metrics and benchmarks that drive efficient revenue growth and enterprise value.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Esta semana fala-se sobre o estado da arbitragem em Portugal com vários exemplos de casos polémicos e propostas para melhorar a aplicação do VAR. Tamébm se responde a vários temas/opiniões lançados pela comunidade. Programa da autoria de Nuno Picado.

Árnyék 6/16Perlusz Andrea gyógypedagógus, egyetemi oktató vendégünkkel az oktatásról beszélgettünk. Optimista jövőképünket, realista jelennel árnyaltuk. Barcza Ági IzraelDerdák András FranciaországKerényi Tamás Egyesült KirályságVarga Lukács NémetországVendég: Perlusz AndreaHangmérnök: Barcza Gergely

Get our Unsexy Business Ideas Database: https://clickhubspot.com/fjsc Episode 820: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Rohan Oza about how his formula for simple products that end in multi-billion dollar exits.  — Show Notes:  (0:00) The brandfather (2:40) Rule 1: influence the influencer (7:02) Deal: Poppi on Shark Tank (20:32) rule 2: Make a brand pop culture (25:10) knowing winners from losers (26:48) Rohan breaks down his formula (29:31) "shelf space is the original algorithm" (33:39) Closing the biggest deal of your life (38:57) how to win with no network  (42:07) Rohan's first million (46:45) spotting the next trend (tastebuds and TAM) (48:09) How do you sell water? (52:33) learning from the giants — Links: • CAVU - https://cavuconsumer.com/  — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Tam tries latte art and shares what it's like when a cozy hobby doesn't come easy but you keep pouring anyway. @theartofhobbyness www.artofhobbyness.com

On this weeks episode Daniel and Sherman talk about the new commander Tam, Observant Sequencer. This commander enables a ton of draw from the command zone and brings us a great place to start the prepared mechanic! What would you put in this deck ?Deck list herehttps://archidekt.com/decks/21707934/tam_observant_sequencer_playing_for_a_draw_budget Patreon: https://www.patreon.com/Intothe997Go to house of cards for the best place to grab your singles! Use the promo code IT99 for a discount! Supports a great shop, saves you money and supports the show! https://houseofcards.ca/Check out Nerd Gear! They are a great place for playmats, commander trays, life counters and a bunch of other awesome MTG accessories! Use the link below or promo code "IT99" to get a discount at check outhttps://www.nerdgear.gg/intothe99If you want awesome audio equipment buy Rode ! Our affiliate link is below!https://brandstore.rode.com?sca_ref=6254570.6h6a2qaxNBWe have new merch! Make sure you check it out!teespring.com/stores/intothe99    Intro musicIntro Music by:Track: Hollow PurpleMusic from: Daniel RudeOutro music Music: www.purple-planet.com  Support the show

Elad Gil (@eladgil) is CEO of Gil & Co, a multi-stage investment firm, holding company, and operating company working on the world's most advanced technologies. Elad is a serial entrepreneur, operating executive, and investor or advisor to private companies, including AirBnB, Anduril, Coinbase, Figma, Instacart, OpenAI, SpaceX, and Stripe. He was previously VP of Corporate Strategy at Twitter and started mobile at Google. He was the founder and CEO of Mixerlabs and Color. Elad is the author of the bestseller High Growth Handbook: Scaling Startups from 10 to 10,000 People.This episode is brought to you by:Matic the intelligent robot vacuum and mop that navigates obstacles and needs no babysitting: MaticRobots.com/TimAG1 all-in-one nutritional supplement: DrinkAG1.com/TimEight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim Helix Sleep premium mattresses: HelixSleep.com/TimTimestamps[00:00:00] Start.[00:02:21] What's the “AI personal IPO” that just quietly happened across Silicon Valley?[00:05:28] Tens to hundreds of millions per researcher: What top AI pay packages actually look like.[00:06:44] The compute ceiling: Why Korean memory fabs are the unlikely bottleneck throttling every AI lab on earth.[00:11:11] From zero to $30B run rate: The fastest revenue ramps in the history of capitalism.[00:17:24] The dot-com survival rate was one in 100. Buckle up, AI founders.[00:20:35] Your value-maximizing window: Why the next 12–18 months may be as good as it gets.[00:21:32] Durable advantage — and why the AI market is an oligopoly (for now).[00:24:12] Exit options for AI founders: labs, hyperscalers, vertical players, and the underrated merger of equals.[00:28:11] Math, biology, and intuitive leaps: Elad's pre-investing background.[00:29:42] Elad's revisionist genesis story.[00:30:50] Go where the cluster is: 91% of global AI private market cap lives in a 10×10 mile square.[00:33:20] The accidental investor: Patrick Collison walks, Airbnb intros, and deals that just happened.[00:34:37] Want money? Ask for advice. Want advice? Ask for money.[00:35:00] The High Growth Handbook: Tactical guide, not bedtime reading.[00:35:41] Market first, team second — with a Perplexity-and-Anduril asterisk.[00:37:43] Smoke in the distance: AlexNet and the transformative GPT-3 moment.[00:45:15] AI cold-reading: Feeding photos to the model and getting eerily accurate personality reads.[00:48:56] Has Elad ever done a retrospective on his own investing?[00:52:13] Power laws are terrifying: 10 companies, 80% of returns, two decades.[00:55:53] Avoiding science projects, and how SPACs accidentally saved hard tech investing.[00:59:20] The one-belief framework: Coinbase = crypto index. Stripe = e-commerce index. That's the whole memo.[01:00:54] Due diligence theater vs. the one question that actually matters.[01:02:13] The four-year vest is a relic: How venture capital ate growth investing.[01:07:16] Boards as in-laws: You can't fire them, so choose wisely.[01:09:47] “Valuation is temporary. Control is forever.” — Naval Ravikant, as quoted by Elad, as relayed to you.[01:11:30] How great companies actually grew: toolbars, name-targeted ads, and billions in distribution spend.[01:15:36] Selling software vs. selling labor hours: The real shift generative AI made.[01:18:40] Spotting a great market: regulatory shifts, technology shifts, and Hashi getting bought by IBM.[01:21:28] Fake TAM, real TAM, and the Coke CEO who realized he wasn't in the soda business.[01:22:47] Right now, consensus is just correct. Save the contrarianism for later.[01:25:15] Market entry vs. market disruption: SpaceX launched rockets, then disrupted the internet.[01:26:16] How Elad learns: X, papers, 20-minute calls with the right people — and four AI models running in parallel.[01:27:15] Deep dive: ADHD, autism, and why diagnostic rates soared without more people actually having it.[01:33:40] Longevity for realists: sleep, creatine, and maybe rapamycin when the real drugs arrive.[01:40:30] Ibogaine, anesthesia, and the next frontier of bioelectric medicine.[01:45:15] Elad's first-ever 10-year plan — and why making one changes everything.[01:46:53] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Master the Microsoft co-sell evolution today. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this deep-dive panel discussion, industry experts Erin Figer, Erika Irby, and Reis Barrie celebrate the 10-year anniversary of the Microsoft Co-Sell program by dissecting its evolution from its 2016 inception to today's data-driven, outcome-focused landscape. The group explores the critical shift from transactional sales to modern, frictionless co-sell motions, emphasizing the importance of signals, intentionality, and building credibility with Microsoft field teams. Whether you are navigating the complexities of the marketplace, struggling with reseller enablement, or looking to integrate AI into your sales process, this conversation offers actionable insights to align your organization's go-to-market strategy with Microsoft's evolving priorities and achieve results. https://youtu.be/KV1MGSoyWbQ Key Takeaways Effective co-selling has shifted from autonomous, fragmented motions to a highly collaborative, data-driven approach essential for modern cloud GTM strategies. Credibility is the currency of partnership; without trust from vendors and customers, technical go-to-market motions will fail to produce long-term outcomes. The “REO” (Reseller Enablement Offering) model is an operational unlock for ISVs to go global and sell local without the friction of multi-party private offers. Integrating AI into CRM systems is vital for identifying total addressable market (TAM) signals and maintaining sales velocity. “Don’t automate a bad process” remains the cardinal rule; technology should be used to refine existing, successful motions, not to propagate inefficient ones. The human element—community, in-person events, and empathy—is a necessary differentiator in an increasingly digital, automated B2B landscape. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Microsoft Azure, Co-sell evolution, Hyperscaler strategy, SMB partner investment, Cloud Marketplace, Veeam GTM, Partner Center alignment, Channel enablement, REO, Cloud consumption, ISV scaling, Go-to-market optimization, Partner-led growth, Azure consumption, Channel friction reduction, Outcome-driven sales, Microsoft ecosystem, Revenue acceleration, Partner alignment. Transcript Erin Figer Panel For Cut Out [00:00:00] Vince Menzione: So when we, so, uh, this all started ’cause I was trying to figure out what was next when I left Microsoft and I had this woman who was doing work, actually starting the co-selling process when we first started doing co-selling. And she was working with one of our partners and she was working with my team when I was at Microsoft. [00:00:17] And then I said, this lady knows a lot about this stuff. So I reached out, I left Microsoft, I said, I think we can help each other. Like, I think we’re gonna, I got these companies that I spoke at Microsoft’s conference. They’re like, can you come help us out? And we teamed up. And, uh, we’ve been friends and doing fun stuff ever since. [00:00:34] And she’s spoken at just about every event in some capacity or another, whether it was on stage or a workshop. Aaron Feiger. And then, uh, I, I found, I also, through Aaron, I met this other gentleman who had another company and he was doing amazing work with ISVs or SDCs, uh, Reese Barry from Carve. And then, uh, when I think we started up the event, I mean, Erica Irby came to one of our first events and spoke on stage. [00:00:58] I was like, yeah, this. The person knows what she’s doing. So I’ve asked the three of them to come up and kind of round out and end the day, but all three of ’em have a tremendous, uh, background in this whole process of co-selling go to market strategies. And I thought you, you can, I’m just giving it over to the three of you. [00:01:17] Erin Figer: I we don’t need [00:01:18] Vince Menzione: a, you don’t needer you don’t need a clicker and you, you know what you’re all gonna be talking about. But these are some really smart people about how to partner with Microsoft. So, yeah. No, thank you for having us. [00:01:27] Erin Figer: Um, hello. Hello. I think this is on. All right. So actually we’re gonna do an exercise. [00:01:32] Um, I want everyone to close their eyes. Close your eyes. Close your eyes. All right. I want you to think back to January of 2016. What were you doing? Where were you in your career? What company were you working for? What was going on in your Microsoft partnership in January of 2016? Okay, Erica, what was happening for you? [00:01:59] Erika Irby: So, uh, is this on? Sorry, I cannot tell. Um, I was at Veeam for the first time. We had just launched our first, uh, endpoint backup, uh, product in April of the previous year because nobody knew what cloud was yet, and people were scared. So we had to launch that product. And we had a relationship with Microsoft in a sense that about 20% of our business sat on Hyper V. [00:02:25] That equated to about, I think like around 90 ish million dollars, which at the time was incredible for us. But to Microsoft was, you know, like, who are you guys again? And, um, we begged and begged to have any type of communication with them. Events. Funding nothing. We did not know what Azure consumption was. [00:02:43] We didn’t have any of that information. And if somebody would’ve told me at that time that nine years later we would sign a five year contract with them and have multiple products dedicated to Microsoft, I would’ve been like, y’all are bananas. [00:02:58] Erin Figer: Reese, what were you doing in January of 2016? [00:03:00] Reis Barrie: Uh, let’s see, Jan, 2016, I was moving from Orlando, Florida to Seattle, Washington, uh, sight unseen with no place to stay. [00:03:10] Uh, to take a job at a place called Microsoft or Consulting Gig, a place called Microsoft. Um, kicking off some of the cool motions that we’re, uh, we’re gonna talk about today, I think. [00:03:20] Erin Figer: Does anybody know the significance of January, 2016 in the audience? Any takers? It was the launch of Cosell officially for Microsoft. [00:03:31] Congratulations. We’re celebrating 10 years of officially. Problematizing how you connect with the Microsoft sales organization in a programmatic at scale way. And try to build meaningful relationships. And I have been helping partners since the inception of Microsoft’s Cosell program. Um, I was on the partner side, Reese was on the inside. [00:03:59] You were at a partner. So we have all seen the evolution of Cosell across all three hyperscalers launching, you know, their co-sell initiatives. So I just wanted to take a moment to recognize. I didn’t know how many people realized that it’s been 10 years, it’s 10 year anniversary. I think it’s a big milestone. [00:04:15] Huge. So. Yeah. Yeah. Well, we, you know, when they launched it, I went, I was consulting for a startup outta Boston and we were trying to get Microsoft’s attention, competitor to fame, and I went to the business development guy and said, uh, do you, did you just see this program that Microsoft launched? I think we should include this in our branding strategy and we should use co-sell as a way to get our brand out to Microsoft and be able to tell our story of who we are and what we’re doing and that we’re in their accounts and they don’t even know it. [00:04:55] ’cause we’re the startup out of Boston who switched over from AWS to Microsoft. And we did, and I put every single opportunity in the system I could for the first six months, which was the last six months of their fiscal year. We go to partner of the, we go to, what was it called? Them WPCI think at the time. [00:05:13] Mm-hmm. Uh, in Vegas. And Nasuni won wins like all four wards worldwide. US Education, healthcare Partner of the year because I put 117 deals in the system and then it seeded Na Sunni’s Marketing for the next two years. ’cause Microsoft gave them tons of money and attention and we were off to the races. [00:05:35] Right. And then it was, can you repeat that? And we went and repeated it with Red Hat and Rubrik and Nintex and Quest and. I don’t know, lots more. But it was, it’s been fun journey co-selling. And it’s interesting to see now, um, how we continue 10 years later to evolve co-sell. And so Erica, what were some of the takeaways you had today listening to the conversation about how co-sell, how you’re modernizing and co-sell is changing inside your organization, especially now being a boomerang. [00:06:08] Erika Irby: Yeah, well we call it a Veeam ring ’cause everything a veer ring, everything has to start with with Veeam. Well, one thing I was gonna comment on, I think I’m sitting here thinking how wild is it that back in the day we actually had to define that co-sell was an action that, that, you know, partners and vendors needed to take or, and different vendors and alliances. [00:06:25] I mean, now we can’t even imagine going to market without, you know, that, that attach. But at the time, we were just very autonomous and everybody sold their own product and it, it took like this actual motion, um, to get us working together. But now look at us. I mean, this community is incredible. And we can also see this by, and even when AGU was mentioning earlier, all the bosses he had in his room, I mean. [00:06:47] How many people like know each other. I mean, this is like part of that, that ecosystem. But today, um, a couple of things I took away, and by the way, we want a lot of interactions, so we’re going to kind of throw it back out at you guys. But for me, um, outcomes came up repeatedly that was mentioned multiple times about outcomes. [00:07:04] Um, speed with intentionality. I think that was super critical. We have to go to market. There has to be a sense of urgency, but if we’re not intentional, it’s like, what are we doing? It’s just like a big mess. Um, and then credibility. And this is something I think is super important, regardless of, um, all of our emotions, all of our go to market, all of the, the things that we do, if we are not credible or not building trust with our vendors, our, our co-partners, our customers, we will never be successful. [00:07:35] Um, so those are the three main things that I took away from, from everybody talking today. And I, I thought, I mean, to me personally, I thought those were pretty powerful. [00:07:42] Yeah. [00:07:42] Erika Irby: So we’d love to hear. [00:07:43] Erin Figer: Yeah. And I know Reese, you have been doing a lot around outcomes and changing kind of the cosal, um, intention. [00:07:54] Reis Barrie: Yeah. The, uh, the, just thinking back to today, like that was like such a, it was really a, a big key theme of today. Like everyone talked about, whether it’s pivot of, of sales, partnership, um, even when you’re talking about AI and some of the, the, uh. POC discussions. So the live like type of stuff, everything was centered around that narrative. [00:08:17] And so, um, and it’s the same with, it’s the same with partnerships. It’s the same with your co-sell motion, same with your benefits utilization, um, and the way you’re utilizing partnerships. And so that’s, that’s a huge, huge component of, um, what I also took away from today. Um, and then somebody, I think it was Mark who said it that I’m gonna, I’m gonna steal this because the, the whole, um. [00:08:40] Near and dear to my heart of like, don’t, don’t scale automate ai, A-I-F-I-A bad process. Like as someone who deals with like, for the most part, bad processes, like day in and day out, um, and trying to refine them and improve them. Like, that’s one of the first things that we, uh, that we talk to partners about when it comes to their partnership and, and the processes they have in place. [00:09:03] So those are like two really big, just takeaways from [00:09:06] Erin Figer: Yeah. Nice. So we’re here to learn from each other, right? Like this is an ultimate partner community of learning from each other. So I’d really love to hear from the audience, like what are some of the things you’re doing in your cloud? Go to market approach and co-selling that you’re trying out. [00:09:23] Either you tried it, you failed fast, you learned from that, that you can share those lessons learned or like what’s working and how are you changing to be more outcome driven in your cloud go to market, uh, approach. Any takers in wanting to experience share? Great. Give that man a mic. [00:09:50] Audience Member: The SMB investments. Um, these, these new, I don’t know what they are. I partner accelerators, PBAs, uh, there’s kind of something going on in the SMB space where it just seems like they’re coming outta the woodwork to come help. On deals. I’ve never seen Microsoft really embrace the customer that they, the way they have in SMB in the cos sells. [00:10:10] I’m not sure if anybody else is seen that, but seems to be working. It’s two things. One, you at Data 60 [00:10:22] America. [00:10:54] I think, I think part of the rarity there is that. Typically you wouldn’t get a seller attached, right? They’re unmanaged that they’re kind of in the nobody cares category, but, [00:11:06] um. So Microsoft made a huge investment in the distribution space saying we’re gonna lean on distribution to help enable our 165,000 indirect resellers that we have as a business. And part of that enablement goes back to field sales alignment. So there’s these roles, ca roles called um, partner Solutions Sellers, PS. [00:11:30] And so they’re aligned by, um, solutions architecture, if you will, for Microsoft. So, or cloud solution area, whatever the new term, modern work, uh, or, uh, AI work, AI workforce, um, data and ai. And so they are there to help support your deal. So it’s, it’s a huge investment and one that I would just can say continue to advocate for it if you’re seeing success with it, because I mean, we’re heading into FY 27 planning for Microsoft. [00:11:58] So. Like there, there could be role changes. So I would say if it, if it’s helpful, like make sure you’re talking positively about it. [00:12:05] Reis Barrie: Yeah, yeah. Just to, to your point, like I, I’d say like, um, in the last six to 12 months, like that’s been a, a thing that’s like we’ve to go back and like, I mean we manage a portfolio of a couple dozen, dozen partners at this point, and so we’ve had to go back and rewrite some of our playbooks, reeducate some of. [00:12:26] Uh, some of the partnership folks that we use because, um, historically you kind of get into this like void of, you’re in partner center, you’re picking, you know, account alignment and it’s not managed. And so it’s like, okay, I expect to do nothing with this deal on the Microsoft side from a co-sell standpoint. [00:12:42] Um, but that’s kind of, that’s changed quite a bit, um, in the last six months where, um, it’s not like a, it’s hard to create, it’s hard to create processes and dependence around it ’cause it’s not like a guarantee that you’ll get, you get engagement, but. Uh, you see more eng engagement, more on more and more deals. [00:12:58] Um, and so we’ve had to go back and work with some of our partners to rewrite some of our, uh, deal sharing playbooks to account for, uh, things like that, which is, it’s super cool to see, frankly, um, to see engagement on these, like predominantly. [00:13:12] Erin Figer: So in that motion. So first off, for the folks that are on the other side of this black curtain by the food station, if you guys could please stop the conversation. [00:13:19] It’s really hard to pay attention to what’s going on in this room. Um. Thank you. Thank [00:13:25] Erika Irby: you for saying that. [00:13:26] Erin Figer: That was a great, that was a great, that’s a great point. And what I wanna talk about next is like in order to kind of continue to evolve the playbooks and they’re changing and people are changing, and priorities are changing, what are some of the signals that you guys are using internally in your organization, whether you’re building or buying, um, but would love to learn from all of you. [00:13:46] What kind of signals are you looking at to help you continue to like co-innovate, co-sell, co-market? Um, in your go-to market strategies? [00:13:58] Audience Member: Yeah, [00:13:58] Erin Figer: please. Um, [00:14:00] Audience Member: well, I’m, I’m, we’re building everything from scratch right now because we’re brand is integration. [00:14:39] Like having our, our engineer be able to interact with product [00:14:43] Erin Figer: engineer. [00:14:50] I’m gonna pick on trend ’cause I had just spent last week with them and Sanjay, I think like what you guys are building internally, um, using signals, building it into an AI agent. To help you understand your tam, you wanna share a little bit. [00:15:06] Audience Member: Happy to, and I’ll disclose. The first thing I did was hire Aaron Feiger to run my co-sell operations, uh, for the, for the second time. [00:15:12] It’s [00:15:13] Erin Figer: nice to be a GDI again [00:15:14] Audience Member: for the second, so well planted. Um, but honestly, like I can’t have an environment where I fail my sellers, like this process has to be frictionless in co-sell and marketplace operations. Or I lose trust in my own house, let alone in my channel and in my customer base. So. Uh, building that strong foundation is like job number one. [00:15:34] I’ve been, I spent a decade at Trend. I’m back, uh, five weeks on the job now. Um, but I’d say we’ve built a multi hundred million dollar cloud marketplace business thinking highly transactional. And what we’re trying to pivot to is a highly dated driven approach where we can look at any cloud in any region around the world, figure out roughly how many accounts they have. [00:15:57] Figure out what those customers are spending and things that we can protect from a cybersecurity standpoint, knowing that four or 5% of that total spend will be spent on cybersecurity, doing an overlap of where I have existing customers in that drawing a tam, overlapping that with my incumbent partners to get the Venn diagram of like, where’s my sweet spot to move this forward? [00:16:18] And then where’s my blast radius? So when I sit down with a guy leading France, or a person leading healthcare. I can have a really specific opportunity about how to leverage my cloud partnerships to accelerate deals and expand growth in a very surgical, data-driven, propensity driven way. And it like totally changes the conversation. [00:16:40] And the other thing we’ve done because you get a lot of pushback and when you’re working with Microsoft, uh, I was chatting with a few folks today, like if you’re in cybersecurity, it’s not easy. They got a 25 billion ish dollars cybersecurity business. So you gotta find your swim lanes. And the dialogue I have now internally with my sellers is a major League baseball analogy, which is, if you play major league baseball and if you hit the ball 30% of the time, you’re gonna go to this little thing called the Hall of Fame, right? [00:17:07] If you bat 300, if you’re in sales and Microsoft, or Amazon or whoever helps you, 30% of the time, you’re gonna go to this thing called President’s Club. That’s the difference between sitting at home in Ohio and sitting with your beach. You know, your, your toes in the sand. So it’s, we’re really trying to change. [00:17:25] Uh, one of the first things I ask my team is, what’s our brand promise to our sales leaders and our sales team? And if you don’t know that answer, you got a fricking problem. So you gotta get that. What’s your Brene Brown would call it? What’s your North Star? What are your values? Whatcha are you gonna deliver? [00:17:38] Right? So you gotta get that right and then you gotta be relentless in making it frictionless. And then you gotta hire Aaron Fier to run your co-sell. [00:17:46] Erin Figer: Okay? Okay. And so, I mean, I think like that’s a trend that I’m seeing across the partners that I’ve been working with is how they’re using data and doing more data driven, um, decision making and getting to their TAM faster so that as they start to then look at this pathway of, okay, now I’m trying to go to market, what. [00:18:11] Programs does Microsoft have or my other partners have that I can use to move me down that path faster. But getting that tam and feeling more confident about it, like, this is the group, this is the subgroup that I’m gonna start with until I see something that says, oh, I need to deviate and do something different. [00:18:30] Um, so I’m definitely seeing that trend. Like what are you seeing, uh, what are you guys doing at Vem? [00:18:35] Erika Irby: Um, so a couple different things. So like you were saying, we, we do leverage, um, AI more, uh, recently for New Deal Reg, um, automation. And we lit, literally just launched it this week. So this is the week that it’s exciting until the, someone tries to use it for the first time and then for. [00:18:52] Um, so I can’t wait to see my emails later, but, um, it, it’s, we’re seeing like that, that that movement, which is, uh, definitely good for that. We have a task force internally for marketing, so trying to figure out how we’re gonna, um, you know, leverage that, uh, um, internally. And I think that Veeam, you know, they, they have been on the forefront of technology for, for a while. [00:19:12] You know, they were the first with the. Virtual backup and, you know, all these things, you know, really trying to be ahead of the thing, ahead of the game. But, um, one thing I, I, I love how many people brought up the intentionality and the mindfulness because I think sometimes we can easily. Put out a whole bunch of tools. [00:19:28] I love that you called out the point about the bad processes, um, because it actually, I think, can just create more confusion, more of a mess, and that, um, really mindfulness will be so much more beneficial, you know, down the road for your partners, for your customers, for everybody that has to, you know, do that interaction business with you. [00:19:47] I did wanna call out that I thought it was lovely that you had a positive comment about Microsoft. I dunno if I, [00:19:53] Audience Member: yeah, [00:19:53] Erika Irby: I like rarely hear that. So like, awesome. I hope that does get back to Microsoft. I hope that they do, um, continue that. I’m sure their SMB is quite a bit bigger than maybe others, but that is a massive install base for, for Veeam as well. [00:20:07] And even though we’re driving and trying to push into the enterprise, protecting that install base is just absolutely critical for success. [00:20:15] Erin Figer: What about you race? [00:20:17] Reis Barrie: So if I’m looking at like signals, I, I think. Uh, I’ll focus on too, I think you mentioned, uh, the, the cycles of change at Microsoft. Like it used to be an annual thing and now it’s like a, then it was a half base thing, and then it was a, now it’s a quarterly thing basically. [00:20:30] Um, but there’s also like, there’s, there’s big signals and small signals, and so annually we still get like that, like the, the, the guiding direction so that we can align. How we talk about ourselves, how we talk about our partnership, how, how we enable our sellers and whatnot. And then we got a lot of programmatic shifts from a, from a quarter to quarter standpoint. [00:20:50] Um, and so focusing on the, like these, um, these signals so we can align our, our messaging and our frameworks to align with, with, with our partnership, um, is, is one thing that’s, you know, super, super important to keep, keep tabs on. Um, and the second one, I’ll, I’ll give, you’ll. Mention is more on the cus sorry, uh, customer side, but like the seller enablement. [00:21:15] And so how is your, on the marketplace side, how, how are your sellers talking to your customers about marketplace? Um, are they, are they bringing up earlier in the, in the qualifying discussions of how does the customer prefer to buy? Um, are there fire drills with two weeks to go, um, till the, till the deal closes and now the customer wants to go marketplace and, and no one knows how to do it? [00:21:37] Um, seen that way too many times. Um, and so, but how, how, like studying kind of the, uh, maturity of our sales org to see well, like where, where, where is our, our, where are our sellers competent to have this marketplace discussion? Um, because I often relate, like, this is kinda a silly analogy, but I, I, simple stuff works really, really well with me. [00:22:00] But I like, have you ever been to a farmer’s market and you’re like nervous to buy something? ’cause you don’t know if they take credit card. [00:22:07] Audience Member: Yeah. [00:22:07] Reis Barrie: And so like to me, I’m like, okay, well, like it’s the same thing with Marketplace to me. And so like, it’s, it’s the same concept of you want your customer to be able to buy, they want the way that they would like to buy. [00:22:19] Um, and you want the person that they’re interacting with to be able to, um, facilitate that, that transaction in, in a way that feels frictionless. Yeah. Right. Uh, and so that’s a lot. Like, those are the kind of, the really two deep signals, um, that we, we look at a lot. [00:22:37] Erika Irby: I wanna make a comment on the marketplace. [00:22:38] So I don’t know if anybody else is experiencing this, you know, Veeam being an ISV, we have a really strong traditional, traditional channel motion. So, to your point about how sellers are, are managing the marketplace, to be totally honest, we struggle on, um, that, because right now it feels like a deal that goes to the marketplace is taken away from a reseller, and that reseller loses out then on that upfront margin and. [00:23:06] Um, there’s not a clean path necessarily for, you know, just because the, the deal happened there. They really, they still need to maintain that because they’re the one pri providing the services. And somebody had brought up earlier that, um, A SMB customer will never be successful without a partner. And I, I totally agree with that, but it’s like that part is missing. [00:23:26] So we almost need like a mindset change. In the channel where the marketplace is just a route to market and how the customer receives the product. It shouldn’t totally matter because at the end of the day, the, they still have to provide the services. It’s like, I could go to Home Depot and purchase a bunch of pipe for my house, but can I install it a thousand percent? [00:23:49] No. I would destroy my house. I used to have to have a plumber. So I think there’s, we could help our channel by changing that mindset, and at the same time, we, we need the marketplace owners to, to provide the benefits so that it is still very attractive for those traditional. Partners to, to push their customers there or else I, I think we’re just gonna constantly have that strife. [00:24:11] Erin Figer: Yeah. Does anyone in the audience, has anyone in the audience activated REO with Microsoft? You have? Yeah. So how’s it, like, how’s it going? Yeah, there’s Bump. Yeah. [00:24:32] Audience Member: How that shifts making people more effective in their roles individually. So we’re early stage of it, but it’s, it’s been a good experience. [00:24:42] Erin Figer: Has it helped to kind of unlock some of that friction with the resellers and continuing to include them to get to the s and b customers? [00:24:49] Audience Member: Yeah, I think the, the challenge that we’re working through right now is, you know, Erica may have said it, but it’s. [00:24:56] It’s not just the, the view of the marketplace taking people out of the equation, it’s how do we use the marketplace for, for co-innovation to keep people in it. So if, if, if it’s gonna take three to five of, of us in this room to deliver that spectrum to innovation for the customer. Um, how do we use the marketplace as a force multiplier of bringing that together and making that transaction easy? [00:25:21] Yeah. If, if our consumers are more and more influenced by Instagram and TikTok Shop Now buttons, like my husband’s texting me about my stuff that showed up today, [00:25:31] Erika Irby: which is none of his business. [00:25:32] Audience Member: None of your business. That’s right. Just put it [00:25:36] Erika Irby: in my room. Thank you. [00:25:37] Audience Member: If people are, people as consumers in the, in the u, us consumer based economy is driving more and more people through like that social experience of purchasing, that is an area where I do think Microsoft could help us and we could help ourselves in marketing how that, how we leverage it to be a force multiplier versus another omnichannel. [00:25:58] Well, [00:25:58] Erin Figer: so on that note, how many of you have put a button on your website? Click to buy? Yeah, [00:26:02] Audience Member: that’s, that’s where I’m at with our marketing team. [00:26:04] Erin Figer: Right? [00:26:04] Audience Member: Yeah. That’s, I think, the next evolution for us in the, in the REO piece. [00:26:08] Erin Figer: Yeah. Yeah. [00:26:10] Audience Member: I, I don’t want it on our website. I want to, I want it on my Instagram, my LinkedIn, my TikTok reels. [00:26:15] That’s, we’re going to, sir, it’s coming next week at our sales kickoff. Yeah. [00:26:21] Erin Figer: Nice, nice. Anybody else? Uh, activated. REO [00:26:28] besides the, you know, RE speed wagon? Uh, it’s the Microsoft Reseller Enablement. Um, offering, so like you activate your resellers to just take your listing and be able to do a private offer so that you don’t have to do multi-party private offers anymore. Your resellers can just take the listing and sell it directly, and they don’t have to wait for you to send them the offer. [00:26:52] Then they have to go do, so it takes out some of the steps and that friction in the process streamlines it and it allows them to like. Add on and do their own pricing. And then the reseller, however you have your arrangement with that reseller, continues to pay you in the back end for, um, selling that through the marketplace. [00:27:11] Erika Irby: I think I’m going to have you come and do a webinar for our Veeam partners to, to help them with that, because to your point, I don’t, I don’t think it’s as prevalent yet. It’s, it hasn’t really caught on. [00:27:21] Erin Figer: Yeah. It’s been really an unlock of, I had a large, um, ISV that I helped. We implemented REO internally, so they have 34 marketplace offerings and they have this initiative. [00:27:36] They wanted to go global, sell local, and so they launched five more publishing accounts and they came to me and said, we need to replicate our catalog five times 34. And I was like, oh God, please, no. And luckily like two months later, Microsoft, like GAed, uh, REO, and I was like, here’s your answer. We’re not going to do that. [00:27:58] We’re going to enable each of your publishing accounts to be resellers of your quote unquote gold standard publishing account, and that we actually implemented REO as an internal mechanism for them to issue their own publishing accounts, to resell private offers in local currencies. Um, and that was really an operational unlock for them. [00:28:25] All right. Anybody you wanna ask a question to the audience? [00:28:29] Audience Member: Okay. I’ll just keep going. [00:28:32] Erin Figer: Um, all right. So what are some other, um, signals or ways that you guys are evolving the way you’re co-selling? Um, does anybody else have some experience shares that they want to, to share with the audience? We’ve got, we’re using data, uh, we’re using some ai, we’re helping us get to our audience faster. [00:28:51] I really loved work span, um, building in an AI tool inside your CRM system, um, so that you can get some of those signals. Any other signals that you guys are using, uh, to change the way you’re co-selling? [00:29:07] It’s quiet on [00:29:07] Reis Barrie: Maybe, maybe I’ll share one, but Yeah. Yeah. So, um, just when it comes to, like, for us, account alignment to me is like one of the most important things and consistently doing, uh, you know, account planning and account alignment against Microsoft their accounts. Um, now it’s a bit interesting ’cause you can include some s and b stuff in there. [00:29:27] Um, but also, uh, Jason you mentioned up there, the. Uh, marketplace rewards, having the propensity mapping. And so looking at not only from an account alignment, um, what Microsoft accounts are, we, um, you know, areas are we most penetrated in, but also of those accounts, which ones are already buying on marketplace. [00:29:47] Uh, maybe have a commitment to Microsoft in, in some way to help us just further, uh, further target and focus on, you know, if we have 500 opportunities that we’re trying to, um. I’m trying to work through, um, to Sanjay’s point, like what’s, what’s the 30% that I’m gonna get my batting average on? Um, and so that constant account alignment to us is like a, is a huge, huge signal, um, for us to focus on. [00:30:14] Um, and then you can even take it a layer deeper to identify, okay, well if I’m looking like, do I have density within Nina had the, the ou up here on the screen. So do I have densities with density within like specific. Uh, verticals or regions, um, or segments that I should maybe if I just focused on that one segment or one vertical, um, you know, then all of a sudden I, I’m super successful having an executive sponsorship in that, uh, in that ou, something like that. [00:30:44] Um, and, but that, that’s all starting with, um, the foundations of that being that consistent account alignment and leveraging some of the, some of the propensity stuff that Microsoft is, is providing. [00:30:56] Erin Figer: And then making sure you’re like bringing it back into your CRM and storing it so that you can continue to use that information ongoing. [00:31:03] And we’re trying to figure out how to embed more and more. [00:31:37] And are you integrating like. Microsoft and other partners into that data as well. It’s like, this is a great partner. Incorporate them at this point in the journey. Yeah, we um. [00:31:50] When [00:31:50] Audience Member: you’re in the process with, with Microsoft, we haven’t opened it up externally, so that’s our crawl, walk, run is we’re, we’re trying this out internally. Let’s see if we can work the bugs out, get the agents working, and then how do we now go to our MSP community and offer this up as an agent they can use within their sales team. [00:32:08] And on the end of. We’re still working in the middle, but front end profiling, it’s helping a ton, um, and giving us a lot of good intel that the sellers are driving through the agent on the back end. It’s, it’s giving us not, um, just propensity data, but what’s resonating. So if we launched 12 products this year and we trained sellers on. [00:32:28] What’s hitting, where’s my pipeline velocity coming from? Where’s my close rate coming from? So that every month when we have our sales town hall, it’s like, here’s the top three sales motions that are actually driving pipeline and fast to cash close rates. [00:32:42] Erin Figer: And I gotta imagine that helps you get to your differentiators. [00:32:45] Audience Member: Oh [00:32:45] Erin Figer: yeah. And refining your superpower story. [00:32:48] Audience Member: That’s right. That’s. Yeah, because it’s for, for our sales team. I mean, we were talking about it earlier, it’s all about simplification. There’s so many options, so much noise. It’s like, just go focus on these three things and this is where you’re gonna deliver impact and outcomes to your customer. [00:33:01] And if we’re doing that, we’re all winning. [00:33:03] Erika Irby: Yeah. I, I, um, just recently, this is why one of the coolest things that Veeam has done, we just launched this tool called, um, expansion iq, and it’s part of our command, the expand motion this year where we’re really. Upselling and cross-selling our, um, install base. [00:33:17] This tool takes all the partners individual propensity data, puts it against four solution plays that we think are the main plays, and then provides them, this is what you could be earning if you took this motion. And then from a marketing perspective, we provide them. And to do this, here’s your campaign. [00:33:37] Here’s your this, here’s your that. Step one, send this email. Like very, very, you know, just, uh, planned out. And I loved what Nina said earlier today when she shared that, um, org chart. Essentially with all the different, um, industry focuses we are driving. One of our go to market actions is a Microsoft healthcare campaign. [00:33:56] That is like very, very specific, but it’s helping our partners in that manner. Could they go to their own database and pull their own and do all this stuff? Of course. But for our sellers to go blink and then give them a report and be like, here it is. It makes it so much more relevant. And then the steps just, they just hand that to their marketing org and then they’re just off and running. [00:34:18] Going back into your team to say, Hey, we rolled out these 12 things, only three landing. You gotta go back to the drawing on the other side. Or We need more money for these three. Yeah, but let’s figure what’s not with customer [00:34:38] to record the. [00:34:47] Audience Member: A better, faster, uh, listening post for, uh, can I talk really loud? Um, it’s, it’s, it’s helped turning on a listening post for our engineering, our marketing, our service delivery organization that would’ve taken months or quarters to get spun up in an executive board meeting or something. Right now they get it real time every week. [00:35:09] Okay. [00:35:09] Erin Figer: So what I’m hearing, like the theme here is to really like. Understand your sales process. Also, your co-sell sales process that runs in parallel with that. And how do you continue to serve up the right data at the right time to help your people take the right next action to continue to drive those outcomes that you’re looking for, but then also using data to circle it back, to say what’s working, what’s not working, to continue to refine that whole motion. [00:35:43] Um, so if you’re not doing that, I think that’s a big aha moment and takeaway, uh, from today’s session or from here today is like, okay, am I really identifying all the opportunities in my process to involve data to help my people continue to drive outcomes? [00:36:04] Audience Member: You [00:36:04] Erin Figer: have a, [00:36:05] Audience Member: you have your head in up back there, Gary. [00:36:06] Yeah. I, I couldn’t tell if, uh, you were prompting me when you asked that question and I, I didn’t want to, you know, do a shameless plug for cloud, but I think everybody [00:36:15] Erin Figer: should shamelessly plug, plug away. [00:36:16] Audience Member: Yeah. Yeah. Well, you know, you brought up a mitt and, uh, the co-sell thing, but it, it does relate to what Reese had said about, um, you know, the being at the farmer’s market and. [00:36:26] Not sure what, you know, can I use a credit card or not? And I think that, um, or [00:36:30] Erin Figer: can I use Apple Pay? I still ask. I’m like, do you, do you accept Apple Pay? [00:36:32] Audience Member: Oh, yeah. Yeah. So it’s like, I think, uh, a lot of times you don’t understand the seller in that situation is not sure how to handle that conversation. So, and there’s not a lot of information about their, about that. [00:36:44] Like how to, when it comes to a seller talking about marketplace and asking about the commit. Because the commit obviously is one of the main drivers, right? 900 billion out there. And committed spend across all the hyperscalers. So how to actually bring that up with a customer and what if they don’t know, right? [00:37:05] So there’s a whole process that, you know, they, they need to be taught this. But the first thing that’s also come up multiple times is activating them also means how to engage them. So an approach there of how to engage your salespeople is critical because if salespeople aren’t in it, they’re nothing’s happening. [00:37:23] You’re not gonna do well with marketplace. And on the co-sell part, it’s kinda the same thing. The typical thing, and I remember talking to Aldo Desal about this at another Ultimate Partner event, but uh, you bring your salespeople into a call, like you set up a call with, with Microsoft and the seller comes in unprepared. [00:37:42] Typically they’re not sure what to say and it’s a little bit intimidating. How, how, how do I, you know, what do you do in this situation? Like, so you start talking about product ’cause that’s what you know, and it’s the last thing you want to do. You, you want to understand what they care about, like em stage and, and, uh, what’s your consumption story and what kind of MRR impact you’re gonna have. [00:38:03] So it’s, these things are just unusual topics for the salespeople to be prepared, uh, to talk about. But it’s critical if your salespeople are gonna be enabled that they can do that. So I think from a co-selling standpoint, that’s just what I want to mention. And by the way, we offered a tool that does that. [00:38:20] Erin Figer: Nice. Awesome. Thank you. Uh, I mean, I don’t know about you. Reese Cloud Atlas. Every time we helped an ISV with their cosell motion, we would say, okay, we’re ready to go share cos sells and drive introductions. Have you done your sales enablement? Oh, yeah, yeah, yeah. We’ve enabled the sellers we have, and then we launch like the first batch of cos sells and then they immediately come back. [00:38:43] Stop, stop, stop. Don’t share any more deals, like we’re causing too much confusion. Uh, we didn’t do our sales enablement. Wow. Grace, [00:38:52] Reis Barrie: I mean, sound [00:38:53] Erin Figer: familiar? [00:38:53] Reis Barrie: It sounds very familiar. It sounds too familiar. Uh, P-T-S-D-A little bit there, but the, uh, sorry, [00:38:58] Erika Irby: but that’s why you guys have jobs. [00:39:00] Reis Barrie: Yes. Go on. It’s, it’s, um, but this, you know, I, I always come back to the, the concept of like, if we showed up to a Microsoft co-sell call the way we do to a customer call, like, oh. [00:39:14] Erin Figer: It, [00:39:14] Reis Barrie: it would, it would be night and day difference of the value you’d get outta your Microsoft partnership and co-sell. That’s all. It’s [00:39:20] Erin Figer: Well, [00:39:20] Reis Barrie: but I think people [00:39:21] Erin Figer: forget Microsoft is your customer too. [00:39:23] Reis Barrie: Yeah. [00:39:23] Erin Figer: They’re your partner, but you have to sell to before you can sell with and through. So you first gotta like master the sell to. [00:39:30] Reis Barrie: Yeah, a hundred percent. So there, there’s there like, and then to your point, [00:39:34] Erin Figer: it’s still true. 10 years later, people, it’s still true. Back to the fundamentals, right? [00:39:39] Reis Barrie: Yeah. It’s, [00:39:40] Erin Figer: yes. Go for it. [00:39:44] Audience Member: The, um, Microsoft being customer, right? So, and I love what you said about sem uh, alignment. So we actually made it a point, um, in our co-sell process, we have a validation checkpoint with Microsoft. If we build a co-sell packages, um, we are an si We’re not primarily ISV, but I think that’s shifting as well gradually. [00:40:10] And ESI kind of becoming a little bit of ISV. Um, so why it’s important, I think like Ree said, like you come up, you show up to co-sell call and you just pitch your services or say, well, let’s do account planning with this and that. Right? But what if it doesn’t work in the field? So that validation became critical for us, and I can tell you that now we have success stories that are actually proven based on that multifaceted feedback, uh, as to it’s one thing to build it. [00:40:46] Yeah. But is it useful for seller, for Microsoft sellers actually in the field? Can they actually position it and help clients to be more successful? Because that’s the ultimate goal. So that validation became, uh, an important checkpoint for us, uh, to make those packages repeatable and successful for customers at the end of the day. [00:41:06] So when we talk about signals, you absolutely right. It’s not just customer signals like we use ZoomInfo, we use all this data points, et cetera, but it’s also signals from the field because while Microsoft is a huge organization, they’re also very dynamic. On very regular basis, a lot of things changed. So taking those signals into account, uh, has created that, what we call like, more of a holistic approach for us, uh, to make it more meaningful. [00:41:33] So [00:41:34] Erin Figer: I like it. And you made it sticky by making it like a required point in the sales process? Absolutely. That everyone stops. Take a moment. [00:41:41] Audience Member: Yeah. [00:41:41] Erin Figer: And make sure that we’re all on the same page. [00:41:43] Audience Member: Yeah. And I think for us as si it’s even more critical. Like I, I, I think there is a lot more to happen in marketplace as, as, as much as we talk about it, but being in si I, we still kind of figure it out, like how Mark marketplace actually becomes a place of transaction for a size. [00:42:01] Yeah. So that’s why, you know, we’re passionate about packages and it’s not just a matter of publishing it and say, oh, it’s co-sell ready? Then what? Yeah. Right. So yeah, so, so that’s why that, that checkpoint is very important for us. So [00:42:16] Erin Figer: definitely, definitely. I think you ladies over here in the corner had some, some hands up, Michelle and, and the other Michelle, Michelle Squared. [00:42:26] Audience Member: Thank you. Michelle Squared. I like it. Um, so. I’ve been a little quiet because I wanna just give my background. So I’m a global VP of channels and alliances and, um, I think it’s a bit of this, uh, the movement, right? So I love your farmer’s market analogy so much. I’m gonna steal that. Thank you. But the reason is because you don’t know unless you’re gonna meet your partners where you are or meet your customers where they are in that journey. [00:42:53] So the first time that they’re selling whatever their goods or wares are, and somebody says, do you take Apple Pay? That’s a clue. And then when you hear it over and over again, you realize there’s a correlation that there’s a need in the market. So in In my life, all roads read to Romes, right? Reseller and VARs, OEM, alliances, MSPs, MSPs, ISVs System integrators. [00:43:17] And as a partner leader, you wouldn’t necessarily think marketplace is first because you feel like you’re going around your partners. But am I meeting my partners where they are in their journey and choosing to procure the way they want to procure? And I think that’s the notion that I have a lot of learning from this team and everyone in this room to understand how do we in a company. [00:43:38] Prescribe the right solution to, to meet our partners in that journey. And I’ll use, kind of circling back to the MSP space, PAX eight, one of Microsoft’s largest partners created a marketplace dedicated to MSPs. And while I was the global Channel chief of SonicWall, a lot of partners said to me, I like you. [00:43:56] I like your products, I like your firewall, but unless you’re on the park, PAX eight Marketplace, I’m not gonna buy from you because they make my life frictionless. And easier to do business with. And I think that’s the motion that every vendor in this room needs to understand is, are we truly meeting our partners where they are? [00:44:14] PS I work for Carrero DDoS Solutions and come to talk to me about that. Thank you. [00:44:18] Erika Irby: Well, and a Guo owes you some money for that commercial right there. [00:44:30] Audience Member: From, we’re actually community first. Um, as an MSP, even though we’re national, like we really focus in on community local touch. Um. Like you said, um, um, Southern seldom me in a southern way. Like that’s what we focus on. I’m your [00:44:45] Erin Figer: huckleberry. [00:44:46] Audience Member: I love that. Exactly. Um, and we’re seeing a ton of success with actual in-person events now. [00:44:53] Like the majority of our business is come in, leads are coming from that right now. And even though, like I, I truly believe in digital first motions, we need to be on Instagram and have that self-serve motion as the next generation comes up in our. Buying and transitioning to their kids or whatever that looks like. [00:45:14] Like we have to remember that there’s also a trend of tactile in person people first coming with it. And so like we, I, I feel like there, there has to be that motion engaged and I would love to hear your thoughts around how are vendors thinking about engaging in that community driven approach, not just the platform itself. [00:45:37] Erika Irby: Yeah, I, I personally also, this is hilarious ’cause we’re like best friends, so we can talk about this later, but, um, from a Veeam perspective, Michelle, um, we are seeing a resurgence in like these thought leadership type of events. And I think there’s, this is, this is sort of related, but just to, this is kind of how I think about this. [00:45:57] Um, Barnes and Noble’s business has like gone through the roof lately, and they are, they’re actually like opening more stores, which is bananas because at one point they were like going outta business because nobody wanted to go and like, touch a book or talk to somebody. But that is changing, thank God. [00:46:11] Right? That is like changing and people are actually like becoming more social because they’re missing this. Um, my kids’ generation refers to places like Barnes and Nobles as the third place. Like this magical place that exists where you can talk to a real human that’s not on your phone. Like it’s, it’s amazing. [00:46:28] But anyways, we’re, I think we’re starting to see this in marketing. We used to like pump everything out digitally, but after a while people get that form and they’re like, I am not putting my dang information in this form. And then your ability to capture that lead completely dissipates. All it is, is, is now an impression, which is. [00:46:47] Fairly worthless. You can have millions of them and nothing happens. So we are definitely investing more into, um, uh, live events, but also with the live streaming because then people can, they’re still watching it live. They still have to register for it. They knew they couldn’t make it. So I think that there’s definitely that digital aspect that’s super helpful. [00:47:05] But a purely digital, you will never make that connection. [00:47:10] Erin Figer: Yeah, I mean, I think. Unfortunately, COVID made us, you know, all do things digitally. But now that we’re past that, getting back to that multifaceted approach, I think if we think about what’s going on in the B2C world, lots of communities within communities, there’s whole company’s getting created, like women are bringing women together to do craft circles. [00:47:37] And literally. Okay. But like I did that digitally. That was pretty awesome. I was like three years. That shameless plug. No, I, no. But like then now there’s like companies that are actually like renting space, bringing people together, like crafting and while they’re doing the activity, um, if anyone’s ever done therapy, a therapist will say. [00:48:01] You know, if you wanna get your kids talking, get them coloring, like distract them and they will start to open up. And so you distract people with an activity and they start to open up. And what they really are, thrive, like what they really need is in this digital world where we’re getting so much information, we still need. [00:48:22] The next layer of filter to help us vet out and validate and confirm like our thinking or like our suspicions on things like, am I in the right going down the right path? Is this the right direction? So there’s still a human element that needs to be involved in that buyer journey, and you’re seeing that with these little micro communities inside communities. [00:48:45] Um, and so I’ve. I mean, I love micro communities inside of bigger communities. I’ve started two of them, three of them. So I, it definitely, like, we need still that in person, uh, interaction and I love seeing it coming back in our space. [00:49:04] Erika Irby: I, I was just thinking about ear, the, the previous panel and the, the topic came up about who can assist partners as they transition from that direct to CSP motion. [00:49:15] And I mean, yes, it, I think Microsoft plays a role there, but I think it would behoove Microsoft to invest in these communities and they would enable that change. Yeah, [00:49:26] Erin Figer: yeah, yeah. There is a person inside of Microsoft who has that remit, but she’s like one person, one person trying to do that. I was like, wow. [00:49:36] Okay. Grace, what are you seeing amongst your partners and also your perspective with working with Microsoft? [00:49:42] Reis Barrie: Yeah, yeah. Um. There’s a really good, uh, the frontier study, the work like door work study that they did, um, which talks really heavily about just like in this, you know, post 20, you know, 2020 culture, how like the amount of busyness has just increased in an insane amount and how a, a really strong use case for AI is to buybacks from that time essentially, um, for us to, you know, return back to a, a normal state and I think social creatures, right? [00:50:10] And so, um, in this. I run a fully remote company, which is like a blessing and also like really interesting to try to create a really strong culture within people that are, you know, 13 times zones apart times. Um, and so it’s uh, it’s a really interesting thing and coming together and, um, into an in-person space or a place here or a place where you can actually talk to your customers, talk to, um. [00:50:39] Step away from that, like that busy day to day where like, I, I can’t even fit a 15 minute break in to grab lunch. You know, days like how much, supposed to find 15 minutes to just have a, a casual conversation and these types of events, which I’m sure Vince is cheering back there that we’re talking about this right now. [00:50:57] But the, uh, but these type of events, they let you decompress from that day and they let you kind of just have these really important conversations that, you know, bring us back to just being humans To me. [00:51:10] Erin Figer: And being human and co-selling with each other. And on that note, we’re 44 seconds over. Yeah, we’ll give it back to Vince, [00:51:18] Reis Barrie: but we were plugging Vince’s events, so I think we’re okay. [00:51:21] Vince Menzione: We One more question. We have one more question from, sorry. Oh yeah. [00:51:23] Reis Barrie: It’s [00:51:23] Audience Member: maybe more a, a shared just as we’re talking [00:51:25] Vince Menzione: by the clip, right. [00:51:27] Audience Member: And to compliment everything that you guys have been talking about around co-sell and. Getting ready in line with Microsoft to speak to the customer and speaking. So the signals that we’re going after are on the actual conversations that are happening in the conversation. [00:51:41] So aside from all the planning, which I agree on, we’re building agents to hear what’s going on on the calls with Microsoft, on the calls with customer, and grab those actual signals. Are we answering the questions in the right way? What types of questions are coming back to us that we weren’t able to answer. [00:51:58] Maybe we forgot some information that we planned on and thought about can we signal and provide that feedback to the user, the seller, or whatnot on the call. And so as we’re doing this, ’cause we’re in the communication space, so we have some self-interest here ’cause that’s sort of the future of our business. [00:52:12] But it’s a really interesting opportunity for us to grab these signals to improve how we’re selling with our customers, how our partners are selling with our customers, with Microsoft. It’s just an interesting way with everything that’s going on full circle, we’re trying to complete that sort of sales journey with AI and, and grab those signals and keep getting better all the time. [00:52:32] Erin Figer: Yeah, I love that. And I think it’s like the ongoing balance of people, process and technology and how do you continue to keep the human in the loop? It, as we continue to introduce and evolve AI and use of data in our companies is like continuing to be mindful about the human in the loop. Um, part of that journey. [00:52:54] So thank you all. [00:52:55] Vince Menzione: Very cool. Great conversation. [00:52:56] Erin Figer: Thanks for all the audience engagement. We appreciate it. [00:52:59] Vince Menzione: Co-selling the house, co-selling the house. [00:53:02] Audience Member: Thank you, Vince. [00:53:02] Vince Menzione: Thank you. And I remember that January, 2016. Yes.

What would you actually do if an alien showed up and asked to be taken to your leader? Neil deGrasse Tyson, Paul Mecurio, and astrophysicist Charles Liu explore fan questions about physics of near-light-speed travel, Dark Forest Theory from The Three Body Problem, and whether the universe itself might be conscious. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here:  https://startalkmedia.com/show/cosmic-queries-take-me-to-your-leader/ Thanks to our Patrons Zach Dixon, Bethanny Rodgers, Alan Albright, Pam J Lockhart, Victor Wu, Finch, Serenity Oh, Nick DiBartolomeo, Christopher Johnson, CodinThorFather, HarleyWayne, Glyn R. Buck, C.Avalos, Christopher Irwin, Andreas, Bob Pflugfelder, Brad Ryan, Michael House, Linda Resch, Bonny Matles, Amagerikaner, Titilebon, Jim Peterson, Charity Durio, James Runyon, Anthony Onofrio, perirocha@outlook.com, Yuriko Coenen, Devon, Kathryn Karl, Toby, Daniel Boring, Lazeez K., Jenayalynn Riojas, M.S., Jim Conyngham, Rachel Miller, Robert Pokorski, Joseph Britto, Steve Lloyd, James, Souvik Biswas, Mtamanika Youngblood, Nirav Umaretiya, Scott Hinkelman, Charles Doaty, Fridthjoff, Nirav Shah, James Orazietti, Dejan Tomic, insigpilot, Michael Bentt, Dakota Rogers, Michael Baca, Michael Stoerzer, Justin Wells, Joshua Zimmer, Christopher Wystup, Patricia Stoll, George Alva, Melih Ozbek, Melih Ozbek, Twnzmama2, Candice Tripp, Gary Landry, Dan Baker, Greg Engelberg, DANIEL DAILY, Fluffybirb, Tamás Mihályi, Jason Vogel, For those who come after - title of my sex tape, Loreto Gonzalez Pizarro, ali, Rolen Yoshinaga, Isak Walther, Gwynn, Steven Roberts, Pete Carpenter, Paul Munn, Erik Martinez, Vishnu Kumar Kalidasan, tshimself, Jacob Tucker, Chasiti, Nick, Priscilla Brogren, Kitalahara, Kerry Gallagher, Frederico Gomes, Shane, Tom Myles, Kurt Geib, Carlos Guillen, Simon Plückebaum, stacyanne77@me.com, Tim Wren, Patrick Kennedy, Chris Herrera, James McClure, and Alita Pappas for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The most petty and ill informed podcast in the world! Hat-trick of Freds; PE Memories, Great Derbies, Soap Opera XI and Terracing Teaser with Stuart and Tam, Fred MacAulay, Neil Forsyth and Gurry Wurry

Guest's Favorite ACIM Quote:"Simply do this: Be still, and lay aside all thoughts of what you are and what God is; all concepts you have learned about the world; all images you hold about yourself. ²Empty your mind of everything it thinks is either true or false, or good or bad, of every thought it judges worthy, and all the ideas of which it is ashamed. ³Hold onto nothing. ⁴Do not bring with you one thought the past has taught, nor one belief you ever learned before from anything. ⁵Forget this world, forget this course, and come with wholly empty hands unto your God." (ACIM, W-189.7:1-5)Today's Guest:Lisa Hague joins Tam and Matt to discus a grievance with her mother and a complete healing that came about. Lisa details how her beliefs and grievances were traced back to childhood. Listen in to be inspired in your own forgiveness practice.Connect with Lisa at: lmhauge4@gmail.comThink your Forgiveness Story Could Inspire Others? Submit your forgiveness story at https://www.miraclevoices.org/formWant To Support Miracle Voices with a Donation?Visit https://www.miraclevoices.org/donateIf you are enjoying Miracle Voices please consider leaving us a review on Apple Podcasts or Spotify. Each five star review helps more people find this podcast. Not sure how to leave a review? Watch this 1 minute video: https://miraclevoices.org/review

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=INGOC6-LLv0 https://openai.com/index/better-language-models https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf https://x.com/steipete/status/2040811558427648357 https://x.com/juliusai/status/2041292301234999668 https://polymarket.com/event/ipos-before-2027 https://www.google.com/finance/quote/IGV:BATS https://polymarket.com/event/anthropic-ipo-closing-market-cap-119 https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 https://truthsocial.com/@realDonaldTrump/posts/116363336033995961 https://truthsocial.com/@realDonaldTrump/posts/116365796713313030 https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6