Podcasts about TAM

From a childhood dream of becoming an inventor like Louis Pasteur to leading commercial due diligence for private equity funds like KKR and HIG, Josh Emington shares how his team sizes markets, calls real customers, and spots the growth opportunities other investors miss. In this episode of the DealQuest Podcast, host Corey Kupfer sits down with Josh Emington, a partner at The Martec Group, a boutique strategic consulting and market research firm. Josh leads Martec's value creation team, working with lower middle market and middle market private equity funds including KKR, HIG, Granite, Rotunda Capital, and Everglades Equity. WHAT YOU'LL LEARN How commercial due diligence tests whether a deal's growth story actually holds up, why customer concentration can erase a company overnight, and what a free pre-diligence memo can flag before a client spends real money. Josh also explains why his team still picks up the phone to call a target's real customers, and how AI has compressed Martec's research timelines from seven days to two. JOSH'S JOURNEY Josh's path into research started at a scholastic book sale, where his parents picked up a chemistry kit and a book about Louis Pasteur. He decided he wanted to be an inventor who saved lives the way Pasteur had. His first real deal came as an Eagle Scout, selling popcorn door to door to earn a trip. The professional turning point came on a customer journey project for a top manufacturer of toilet seats. When his team learned that customers had no idea who to call when a seat broke, they recommended putting the brand name on the back. Two years later Josh saw the brand on a hotel toilet seat and, as he told Corey, "just making an impact in a business like that doesn't get any better." Over the past decade Josh has executed hundreds of global research and consulting engagements at Martec, focused on commercial due diligence, M&A funnel support, target identification, and customer due diligence anchored in primary research. KEY INSIGHTS Commercial due diligence looks at both the risks that could blow up a deal and the opportunities a buyer might be paying for without realizing it. Josh shared a southern Florida example where his team helped a client acquire a lawn care installation business alongside a separate maintenance company, turning one time jobs into recurring revenue. Skipping pre-diligence is a common mistake. At least three times a year, Josh's team will deliver a short, free memo that sometimes recommends an investor not proceed at all because a technology is about to obsolesce or a competitor is far more advanced than the marketing suggests. Customer concentration is the biggest single risk Josh's team flags. As he put it, if 10 customers or even one customer accounts for 70 percent of revenue and that relationship ends, you do not have a company anymore. Corey pushed back from his seller side perspective, arguing buyers should consider structural protections tied to retention rather than discounting valuation outright. About 10 percent of Josh's M&A work happens on the sell side through exit planning. In one engagement, his team interviewed 2,000 rug buyers for an upper middle market online rug company to give a skeptical buyer the confidence that the brand really commanded its prices. AI has also compressed Martec's research timelines from seven days to two, and Josh's team now applies a triple AI lens to every deal, assessing how AI will affect the target's market, its workforce, and its own customers. Perfect for private equity investors, business owners preparing for sale, and dealmakers who want to understand what really gets tested before a deal closes. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/joshemington FOR MORE ON JOSH EMINGTON: Website: https://martecgroup.com/ LinkedIn: https://www.linkedin.com/in/joshemington/ FOR MORE ON COREY KUPFER https://www.linkedin.com/in/coreykupfer/ https://www.coreykupfer.com/ Episode Highlights with Timestamps [00:00:02] - Introduction and Josh's background at The Martec Group [00:03:21] - The toilet seat project that made Josh fall in love with research [00:09:01] - The southern Florida lawn care deal that turned one time jobs into recurring revenue [00:13:39] - The free pre-diligence memo that can stop a bad deal before it starts [00:16:04] - The last bastion of human value and how customer due diligence really works [00:23:13] - Sizing the prize and spotting customer concentration risk [00:38:46] - How AI has compressed research timelines from seven days to two [00:46:56] - What freedom means to Josh Guest Bio Josh Emington is a partner at The Martec Group, a boutique strategic consulting and market research firm serving private equity funds and Fortune 1000 leaders. Over the past decade he has led hundreds of global research and consulting engagements focused on commercial due diligence, M&A funnel support, target identification, and customer due diligence anchored in primary research. He leads Martec's value creation team, supporting clients from thesis validation through pre-LOI and into post close growth strategy. Publicly known clients include KKR, HIG, Granite, Rotunda Capital, and Everglades Equity. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 332 - John Martinka. Financial due diligence and why messy financial statements can kill a deal or cost a seller real money on valuation. Episode 324 - Sejal Lakhani-Bhatt. Technical and cybersecurity due diligence, and how a company's IT history follows it into a sale. Episode 351 - Corey Kupfer Solocast. A breakdown of the different types of due diligence that apply across every kind of deal. Keywords/Tags commercial due diligence, private equity due diligence, customer due diligence, voice of customer research, market sizing, TAM and SAM analysis, customer concentration risk, exit planning, M&A due diligence, value creation, buy side due diligence, sell side due diligence, AI in market research, deal thesis validation, competitive market mapping, business combination strategy, recurring revenue acquisition, pre-LOI diligence, lower middle market private equity, Martec Group

Paulinho Degaspari, Dri Degaspari, TAM e Carol Simão entram no calabouço da mente do russo Dostoiévski para tentar arranhar a superfície (ou o subsolo) de um livro tão profundo escrito por um dos autores mais aclamados da história.

On this episode of Run the Numbers, CJ sits down with Confluent CFO Rohan Sivaram to talk goal setting, prioritization, consumption-based pricing, hybrid zero-based budgeting, and the frameworks finance leaders use to scale companies. Rohan shares why he carries his 12-month goals with him, how he evaluates opportunities through TAM, technology, and team, and why usage-based pricing changes the entire operating model.—SPONSORS:EY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartupsSpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cj—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNGuest: https://www.linkedin.com/in/rohan-sivaram-69007b7/Company: https://www.confluent.io/CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:A CFO Explains Marketplaceshttps://youtu.be/LpbH9GpBrSY—TIMESTAMPS:0:00 Preview and Intro2:26 Writing down 12-month goals and carrying them6:33 Rule of 168: 168 hours a week7:36 Delegation and calendar management9:25 Learning to say no: cultural shift11:32 Sponsors — EY | SpendHound | Brex14:29 Joining Confluent: the state of the company16:57 Building blocks of a budgeting process19:46 Execute, learn, adapt21:59 Healthy tension in the planning cycle22:26 Sponsors — Aleph | RightRev | Rillet25:46 What is hybrid zero-based budgeting?30:37 Moving from subscription to consumption pricing32:22 Why this was a one-way door33:56 New metrics required in a consumption business35:28 Evaluating job opportunities: the three T's37:39 Networking and reciprocity39:54 Lightning round40:04 Screwed up: free cash flow sign error42:03 Advice to younger self: take more risks42:38 Finance software stack43:00 AI tools the team has built43:44 Credits

270 | Nicolas Schell ist ein Pionier für GTM-Engineering - mit AI-Tools automatisiert er ganze Vertriebs-Teams.Mach das 1-minütige Quiz und finde eine Geschäftsidee, die zu dir passt: digitaleoptimisten.de/quiz.So erreichst du uns:Sprachnachricht senden: https://www.speakpipe.com/digitaleoptimistenEmail schreiben: alexander@digitaleoptimisten.deLearningsGo-to-market-Engineering: Vier SchritteDas Go-to-market-Engineering-Playbook besteht aus vier Schritten: ICP definieren, TAM mappen, Kontaktdaten der Entscheider finden und Cold Outreach planen. Nico erklärt diese Struktur explizit im Gespräch als Kernprozess des GTM-Engineerings. Die klare Abfolge macht GTM-operativ umsetzbar und messbar, statt vage zu bleiben.ICP und datengetriebene ZielgruppenDer ICP wird datengetrieben definiert, indem man das Problem des Kunden sichtbar macht und analysiert, in welcher Situation er es hat. Für die Longlist nutzt Scalantech Northdata, Google Maps Scraping (Epi-Fi) und Datenbanken wie AI Arc; dabei wird ein Pareto-Ansatz verwendet, um die 20% der Kunden zu finden, die 80% des Umsatzes ausmachen. In der Fallstudie Seven Senders erzielte man 10% Antwortrate per E-Mail, 25% per LinkedIn und 38 Meetings in zwei Monaten, was die Wirksamkeit datengetriebener Zielgruppenauswahl belegt.Natürliche Nachricht statt KI-MassenoutreachManuell erstellte Outreach-Nachrichten werden anschließend mit KI-gestützten Anpassungen personalisiert; vollständige KI-Generierung lehnt Nico ab. Der Fokus liegt darauf, dass die Ansprache natürlich wirkt, fast wie eine Nachricht an einen Kumpel, statt wie eine Standard-Sales-Nachricht. Obwohl Trigger-Hacks funktionieren können, bleiben Fundamentals wie gute Liste, Personalisierung und solides Angebot entscheidend.Hypothese: Services als SoftwareHypothese: Die Zukunft gehört Services as software; Unternehmen setzen KI-Agenten ein, um Services zu automatisieren; die nächste Trillion-Dollar-Firma könnte eine Softwarefirma sein, die sich als Servicesfirma maskiert. Zukunftsgespräche sehen auch produktisierte Services und AI-Agenten pro Kunde vor; eine konkrete Idee ist eine Go-to-Market-Engineering-School kombiniert mit einer Headhunting-Agentur für AI-Engineers.KeywordsGTM Engineering, Go-to-Market Engineering, Vertriebsautomatisierung, KI im Vertrieb, Sales Automation, B2B Vertrieb, Kaltakquise, Cold Outreach, Leadgenerierung, NeukundengewinnungClay, Lemlist, n8n, Claude Code, Apollo, Northdata, AI Arc, InstantlyKI ersetzt Jobs, AI SDR, KI Vertriebler, Services as Software, Vertrieb der Zukunft, Sales mit KI, Automatisierung MittelstandVertriebsteam durch KI ersetzen, Cold Outreach personalisieren, ICP definieren, B2B Leadliste erstellen, Outreach Antwortrate erhöhenNicolas Schell, Scalantech, Digitale Optimisten

Fluent Fiction - Hungarian: Medieval Magic: Reviving Buda Castle's Historic Festivity Find the full episode transcript, vocabulary words, and more:fluentfiction.com/hu/episode/2026-06-22-07-38-20-hu Story Transcript:Hu: Buda Várában, a nyári napforduló ünnepén, a várudvar életre kelt.En: In Buda Várában, during the midsummer festival, the castle courtyard came to life.Hu: Színes sátrak és zászlók lengedeztek a meleg nyári szélben.En: Colorful tents and flags fluttered in the warm summer breeze.Hu: Az emberek nevetése, kardok csörgése és a sülő hurka illata betöltötte a teret.En: The laughter of people, the clashing of swords, and the aroma of roasting sausages filled the air.Hu: A falak, melyek évezredek óta őrizték a történelmi titkokat, most tanúi voltak egy újkori kavalkádnak.En: The walls, which had guarded historical secrets for millennia, were now witnessing a modern-day spectacle.Hu: Ádám sétált végig a sátrak között, szemügyre véve mindent.En: Ádám walked through the tents, inspecting everything.Hu: Nagy figyelmet fordított a részletekre, hiszen számára a történelmi hitelesség volt a legfontosabb.En: He paid great attention to detail, as historical authenticity was the most important to him.Hu: A világoskék tunikájában, homlokára húzott bőrsapkával úgy tetszett, mintha a középkorból lépett volna elő.En: In his light blue tunic and leather cap pulled over his forehead, he looked as if he had stepped out of the Middle Ages.Hu: Mellette Zsófia, a lelkes színjátszó diák, ki boldogan lendítette kardját, és vidáman hívta a nézőket a következő előadásra.En: Beside him was Zsófia, a passionate drama student who cheerfully swung her sword and happily invited spectators to the next performance.Hu: Tamás, egy másik sátorban, serényen javította a páncélt, miközben oldalt szemmel tartotta a turistákat.En: Tamás, in another tent, was busily repairing armor while keeping an eye on the tourists.Hu: Ő mindent megtett, hogy a lehető legtöbb borravalót gyűjtse, hiszen gyűjtött a nagy hátizsákos utazására.En: He was doing his utmost to collect as much in tips as possible, as he was saving for a grand backpacking trip.Hu: Ahogy közeledett az este, feszült lett a helyzet.En: As evening approached, the atmosphere grew tense.Hu: Zsófia túlzott lendülettel játszotta szerepét, amit Ádám nem nézett jó szemmel.En: Zsófia was playing her part with excessive enthusiasm, which Ádám did not view favorably.Hu: Tamás csak remélte, hogy sikerül közös nevezőre hozni őket, miközben magára öltötte a lovagpáncélt.En: Tamás only hoped to bring them to a compromise as he donned his knight's armor.Hu: A nap már kezdett lejjebb ereszkedni, a távoli horizonton aranyszínű csíkot húzva.En: The sun was already beginning to descend, drawing a golden line on the distant horizon.Hu: - Zsófia, nem felejtheted el, hogy a történelmi pontosság a legfontosabb – mondta Ádám türelmetlenül.En: "Zsófia, you mustn't forget that historical accuracy is the most important," said Ádám impatiently.Hu: – A színjáték funkciója, hogy élővé tegye a múltat, nem pedig eltorzítsa.En: "The function of the play is to bring the past to life, not distort it."Hu: Zsófia csípőre tett kézzel válaszolt.En: Zsófia responded with her hands on her hips.Hu: – Én csak azt próbálom, hogy magával ragadjam a közönséget!En: "I'm just trying to captivate the audience!Hu: Ha unják, el se jönnek.En: If they're bored, they won't come."Hu: Tamás kettejük között állt.En: Tamás stood between the two of them.Hu: – Hé, srácok, nyugodjatok meg!En: "Hey, guys, calm down!Hu: Talán mindkettőtöket lehet kiszolgálni.En: Maybe it's possible to serve both of your needs.Hu: Ha a történetek izgalmasak, több látogató jön.En: If the stories are exciting, more visitors will come.Hu: És ha van egy kis izgalom, a történelmi részletesség sem vész kárba.En: And if there's a little excitement, the historical detail won't be lost."Hu: A naplemente előadás kezdetéhez közeledett.En: The sunset marked the approach of the evening performance.Hu: A kastély árnyékában gyülekeztek az emberek, várva az este fénypontját.En: People gathered in the shadow of the castle, waiting for the highlight of the evening.Hu: Ádám mély levegőt vett, és döntött.En: Ádám took a deep breath and decided.Hu: – Rendben – mondta.En: "Alright," he said.Hu: – Próbáljuk meg.En: "Let's try it.Hu: Egy kicsit engedek.En: I'll relent a bit.Hu: Legyen izgalmas, de közben ügyeljünk a részletekre.En: Let it be exciting, but let's pay attention to the details."Hu: Az előadás alatt Zsófia ügyesen játszotta a szerepét, érezhetően mérsékelte a túlzásokat.En: During the performance, Zsófia skillfully played her role, noticeably restraining her exaggerations.Hu: Tamás, a páncélja alatt, a legjobb harci jelenetet nyújtotta, amit a közönség valaha látott.En: Tamás, under his armor, delivered the best combat scene the audience had ever seen.Hu: Ádám figyelte, mosolyogva, ahogy a nézők tapsoltak.En: Ádám watched, smiling, as the spectators applauded.Hu: A nap végén Ádám megpihent a vár falainál, Zsófia és Tamás mellett.En: At the end of the day, Ádám rested by the castle walls, alongside Zsófia and Tamás.Hu: – Tudjátok, ez egész jól sikerült – ismerte el.En: "You know, this turned out pretty well," he acknowledged.Hu: – Lehet, hogy nem a pontos részletek a legfontosabbak.En: "Maybe the precise details aren't the most important.Hu: Azt hiszem, tanultam valamit tőletek.En: I think I learned something from you two."Hu: Zsófia bólintott.En: Zsófia nodded.Hu: – Művészet és történelem nem zárja ki egymást.En: "Art and history aren't mutually exclusive."Hu: Tamás boldogan koccintott velük egy pohár hideg borral.En: Tamás happily clinked glasses with them, a cup of cold wine in hand.Hu: – És így még a tippek is jobban csilingeltek a zsebemben!En: "And this way, the tips jingled better in my pocket!"Hu: Mindhárman nevettek, és a történelmi est sötétjében együtt élvezték a barátság és együttműködés örömét.En: They all laughed, and in the darkness of the historical evening, they enjoyed the joy of friendship and cooperation together.Hu: A várfalak közt az élet tovább burjánzott, és a múlt így kapott új értelmet a jövő felé vezető úton.En: Life continued to thrive within the castle walls, and thus the past gained new meaning on the path toward the future. Vocabulary Words:courtyard: várudvarfluttered: lengedeztekaroma: illataspectacle: kavalkádnaktunic: tunikadon: felvesz (volna jelentésű ez a magyar szövegkörnyezet)spectators: nézőkrepairing: javítottacompromise: közös neveződescend: lejjebb ereszkednihorizon: horizontonaccuracy: pontosságcaptivate: magával ragadniexaggerations: túlzásokcombat: harcirestraining: mérsékelteapplauded: tapsoltakmutually exclusive: kizárja egymástclinked glasses: koccintottpocket: zsebthrived: burjánzottauthenticity: hitelességpassionate: lelkesbackpacking: hátizsákosperformance: előadásdescend: lejjebb ereszkednienthralled: lenyűgözöttbreath: levegőtgathered: gyülekeztekrestraining: mérsékelte

„Nie, nie. Tam zakúrime.“ To sú slová, ktoré sa akoby z telefónu ozývajú v prvých sekundách pesničky Nikdy nebolo lepšie od slovenskej kapely HEX. Možno ste si to nikdy nevšimli... Telefonát, ktorý sa v pesničke udial, spájal na jednej strane vtedajšieho člena kapely Ďuďa a z druhej strany linky jeho mamu. Tesne pred tým, ako sa vydali na spoločnú rodinno-priateľskú chatu, mu mama volala, či im tam nebude zima, pretože už bola jeseň. Tento rozhovor by sa do pesničky nedostal nebyť muzikanta a hudobného producenta Tomáša Slobodu. Lebo práve on v štúdiu zapol mikrofón a nahral celý tento telefonát bez toho, aby o tom Ďuďo vedel. Aj o tom je nový diel Nedeľnej Talkshow s producentom Tomášom Slobodom.

OPEN HEAVENSMATALA LE LAGI MO LE ASO SA 21 IUNI 2026(tusia e Pastor EA Adeboye) Manatu Autu: Faaa'oa'o i lou Tamā oi le lagi (Emulate your heavenly Father) Tauloto Tusi Paia: Eperu 6:12 “‘ina ‘ia lē paiē, a ‘ia fa‘aa‘oa‘o i ē na maua i le fa‘atuatua ma le ‘onosa‘i mea na folafolaina.”Faitauga - Tusi Paia: Efeso 5:1-5I le tele o tausaga talu ai, na tatalo se faifeau ma fai i le Atua, afai e na te maua le sefulu pasene o mea o loo ia te a'u, ua malie foi lona loto. Na fai iai le Atua afai e na te faia galuega o loo ou faia, e mafai foi ona ia maua mea o loo ou maua. Ina ua fesili i le Atua poo a au mea na faia i le tuanai ma na faailoa iai e le Atua, na ou amata i le anapogi mo le 40 aso. Na fai le tamaloa lea i le Atua e tuu ia o ia aua e lei sauni e mulimuli i lea faataitaiga. Fanau a le Atua, o le ausia o ni taui i le olaga nei, e tatau ona e mulimuli i faataitaiga aua o le natura o  mea, e i'u ane lava e te faapei o olaga o i latou o loo e mulimuli ai. Ina ua aveolaina ae Elia i le lagi, na maua e Elisaia le faaluaina o le faauuga sa ia Elia, na ia aveina le ofu talaloa o Elia ma tāina ai le vaitafe i Ioritana. Ona ia ole atu i le Atua ia vaeluaina le vaitafe aua na ia vaeluaina mo Elia, ma na faataunuuina e le Atua. Na mulimuli Elisaia i faataitaiga a lona tamā. Na fai Paulo i le au faatuatua i Korinito e mulimuli ia te ia e pei ona ia mulimuli ia Keriso (1 Korinito 11:1). O le fesili, o ai o e mulimuli ai?  O ai o e faaa'oa'o iai? Fai mai le Efeso 5:1, e tatau ona tatou mulimuli o le Atua o lana fanau. Ao tatou mulimuli i le Atua, e iai foi tagata o le Atua i lo tatou siomaga e tatou te mulimuli ai. O le tauloto o le asō o loo faamalosi iai tatou e mulimuli iai latou na latou maua faamanuiaga o folafolaga e ala i le faatuatua ma le onosai. E iai faataitaiga ma faasologa o mea e te mulimuli ai o fanau a le Atua. Afai o mulimuli moni se tagata ia Iesu Keriso, e faasaoina oe pe a e mulimuli ai aua foi o le a ia taitaia oe i le Alii. O loo saunia e le Atua ni faataitaiga se tele i lana Upu ma aumaia iai tatou o tagata o le faatuatua e tatou te faataitai ma faaa'oa'o iai ao latou mulimuli ia Keriso. O le mulimuli i se tagata, e tatau ona e suesue lelei iai latou ma mataitū latou mea o loo faia. E lē mafai ona e faataitai i se tagata mai ni tamai ata o loo e matamata ai i luga o le initaneti, aua e tele mea ni mea e faatatau iai latou e te misia. Faitau i latou tusi, galue fua mo  i latou, suesue ma maitau mea ma faaiuga latou te faia i mataupu. Le au pele e, ao e faataitai i lou Tamā oi le lagi, ia avea oe o se faataitaiga lelei i nisi tagata.  Mulimuli ia Keriso ina ia mafai e i latou e fia faaa'oa'o ia te oe, ona latou maua le Alii. Ou te tatalo ao e faaa'a'o i lou Tamā oi le lagi, e na te faia oe o se amepasa matagofie, i le suafa o Iesu. Tatalo i le Atua e fesoasoani i tamā uma ia avea i latou ma faataitaiga lelei i isi tagata, i le suafa o Iesu, Amene.

Was macht ein Technical Account Manager? Lisa Ihde, Autorin und Forbes-30-under-30-Gelistete, arbeitet in der Position seit über zwei Jahren bei Google. Sie steht im Kundenkontakt und hat zeitgleich Zugang zu KI-Programmen, die sonst in Europa noch nicht verfügbar sind. Im Gespräch mit Host Stella-Sophie Wojtczak gibt sie Einblicke in ihren Arbeitsalltag, teilt, wie sie KI-Agenten nutzt und wo dabei Grenzen liegen. Feedback für die Episode erreicht uns unter podcast@t3n.de. _Hinweis: Dieser Podcast wird von einem Sponsor unterstützt. Alle Infos zu unseren Werbepartnern findest du [hier](https://linktr.ee/t3npodcast)_.

ACIM Quote:Free will does not mean that you can establish the curriculum. ⁵It means only that you can elect what you want to take at a given time. (ACIM, T-in.1:4-5)Today's Guest:Jill Carel joins Tam and Matt to discuss a forgiveness with her daughter that challenged her identity and her daughter's identity.Your Forgiveness Story: Think your forgiveness story could inspire others? Submit your forgiveness story for consideration at https://www.miraclevoices.org/formFeel Inspired to Make a Donation?Visit https://www.miraclevoices.org/donateClosing ACIM Quote:God's Will for me is perfect happiness. (ACIM, W-101)

Most SaaS founders in the messy middle are making the same expensive mistake — building first and validating never. In this episode, Jeff Mains sits down with Corinne Kavanagh, founder of CAC Media & Publishing and former Microsoft Azure Data team contributor (part of a team that drove $500M+ in revenue with 76% YoY growth), to unpack what it actually takes to scale past the growth plateau.Corinne shares why your top-of-funnel obsession may be quietly killing your growth, how to validate demand before writing a single line of code, and why a fractional CMO may be the smartest hire you're not making. She also introduces her CARE re-engagement method, her SaaS Marketing Playbook, and the SCALE framework for building an AI-first marketing department without homogenizing your brand.If your business is growing and suffocating at the same time, this episode is for you.Key Takeaways0:24 — Welcome & episode framing: Why the messy middle is where most SaaS companies stall out3:22 — Guest intro: Corinne Kavanagh, founder of CAC Media, fractional CMO firm for SaaS & tech companies4:10 — Startups vs. enterprise: What big companies do differently — and what smaller companies can learn from retail validation models5:12 — Feature prioritization trap: Why founders rush to build before validating demand, and how to use micro-testing ($5–$10 ad spend) to validate before committing resources15:30 — Pre-development checklist: ICP study → messaging tests → distribution partner conversations → pricing research → competitive analysis17:09 — Competitor vs. customer time allocation: Why founders should be "in all channels" — and how AI tools can automate competitive monitoring23:04 — AI modernization in marketing: Efficiency gains without sacrificing brand authenticity — plus the importance of an AI use policy23:49 — Early churn warning systems: The retention play most SaaS teams ignore — and how to re-engage customers before they leave24:24 — The CARE Method: Corinne's re-engagement framework for growing lifetime value and sealing the leaky bucket25:08 — Account-based marketing (ABM): Why a focused list of 100 ideal accounts beats a massive TAM for execution27:01 — Growth plateaus: How to read your revenue chart — what "bubbles" mean vs. a flat line, and what each signals about your acquisition and retention engines29:48 — Aligning marketing, product & sales: Breaking down the wall between sales and marketing through co-invention, shared messaging, and CMO-level integration40:38 — The SCALE Framework: How to build an AI-first marketing department without producing brand slop45:24 — #1 marketing shift for 2026: Stop running your company — start building systems that run it for youTweetable Quotes"You can beat everyone else to market — but if your customer is not ready and chomping at the bit to buy it, it doesn't matter." — Corinne Kavanagh"Stop thinking about top of funnel only. Retention is half the story, and most SaaS companies are ignoring it." — Corinne Kavanagh"A consultant does a drive-by. They drop strategy and leave. That's not how you actually scale." — Corinne Kavanagh"If you're in the feature rat race, step back. Ask yourself: am I creating a category, or just chasing competitors?" — Corinne Kavanagh"Your marketing team should feel responsible for the P&L — not just the pipeline." — Corinne Kavanagh"Don't give sales a playbook and say 'go sell it.' Alignment has to be co-invention, or no one buys in." — Corinne Kavanagh"The most dangerous thing you can do with your runway right now might be shipping the next great feature." — Jeff Mains"Pretend you have a $200M company. What would you stop doing that you're doing right now?" — Corinne KavanaghSaaS Leadership Lessons1. Validate demand before you build — always. Retail companies won't spin up a new product line without marketplace testing. SaaS founders should apply the same discipline. Run micro-ads ($5–$10), talk to a pre-engagement cohort, and confirm that desire is "fiery enough to click the buy button" before writing a line of code.2. Your leaky bucket is as dangerous as an empty funnel. Pouring money into top-of-funnel while ignoring churn is a losing strategy. Build early churn warning systems using platform data (login frequency, monthly active users) and re-engage customers proactively before they silently leave out the back door.3. Bring marketing into R&D — not just into launch. Marketing shouldn't receive a finished product and be told to "figure out how to message it." A CMO-level voice in early R&D conversations means better competitive analysis, more relevant feature decisions, and messaging that actually lands in the marketplace.4. Break down the wall between sales and marketing. The old grudge match — "sales can't close our leads" vs. "marketing gives us garbage" — is a systems failure. Solve it through collaborative co-invention: shared meetings, shared messaging, and shared accountability for what's working.5. Category creation beats feature competition. If you're in a feature rat race with competitors, you've already lost the game. Step back and ask: how do we position ourselves so far apart from the competition that comparison becomes irrelevant? Companies like WooCommerce and GoDaddy didn't win by having more features — they won by creating new categories.6. Systems are your most important 2026 marketing investment. The #1 shift every SaaS founder needs to make: stop running the machine manually. Build systems around what's consuming your time, project forward to what a 100X customer base would require, and install those systems now. That's what gets you out of the messy middle for good.Guest Resourcescc@cac-media.comhttps://cac-media.comhttps://www.linkedin.com/in/corinnefss/https://www.instagram.com/corinnecava/https://twitter.com/Corinne_C_WAEpisode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

So... Tam's passion has got the better of him and he is now involved in a potentially dangerous relationship with Morag Soutar, meeting her night after night in the ruins of the old kirk. Just so long as his wife Kate never gets to hear what he has been up to....Here's the third part of this recording of my recent live show here on Arran,

The End Of Financial Year sales are here, if your feed is chaos, and your credit card is nervous... Lucinda and Tam are here to help! We're diving into the mid-year fashion frenzy, the EOFY sales, but before you tap your card on anything, they're staging a full wardrobe intervention. Shop smarter, reset your winter wardrobe, and sidestep the buyer's remorse spiral. Consider this your permission slip to browse, plan and buy smarter not harder! Plus - Mamamia is having it's very own EOFY sale! Support independent women’s media and get our biggest offer of the year. Subscribe here for 30% off your annual Mamamia subscription. Code applied at the checkout. Offer ends June 30. BOUJIE TO BUDGET: Tam's Pick: Boxy denim jackets Budget: Mid Blue Wash Oversized Classic Denim Jacket, $120. Midrange: Nakedvice The Maxwell Blue Denim Jacket, $199.95. Boujie: Henne Sophia Jacket, $289. Lucinda's Pick: ‘lived in’ loafers: pleated/ruched side detailing Budget: Wildfire Casper Loafer, $50. Midrange: Tony Bianco Libby Black Vintage, $219.95. Boujie: Alias Mae Ivana Loafers, $249.95. GET YOUR FASHION FIX: Watch us on YouTube. 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 Producers: Talissa Bazaz, 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.

Shine Technologies is a unique nuclear fusion company. The conventional path for nuclear fusion projects is to raise and spend billions of dollars and decades of research and development in efforts to successfully find a path over, around or through the technical barriers that have prevented nuclear fusion from becoming a large scale energy production source. Until relatively recently, that path was almost completely dependent on government grants. In cases like the ITER – International Thermonuclear Experimental Reactor – the effort has involved tens of billions of dollars (current estimate is $25 B), thousands of scientists, engineers, constructors and technicians and a construction schedule that stretches out over 29 years. The funding partnership includes six individual countries plus the European Union, which is supplying approximately 45% of the budget. Parts and materials for the project are being supplied by 35 different countries. Greg Piefer, Shine Technologies CEO and Founder, chose a different path. He is a technical expert and fusion researcher who was inspired by the same dreams of unlimited fusion energy that drive others to study and work in the field, but he also has a commercial side that knows that investors, even governments, do not have the patience and the depth of resources needed to undertake and successfully complete projects whose characteristics are similar to ITER and don’t produce profits along the way. He knew several known ways to stimulate and control a nuclear fusion reaction. The equipment used to produce those reactions doesn’t work fast enough to produce the energy needed to sustain the reaction and have enough left over to capture and sell to a commercial energy market. They are useful devices for teaching researchers about fusion and they are precise and reliable neutron generators for valuable tasks like remote logging of the materials in oil and gas wells. Piefer’s valuable insight was that neutrons from fusion had special characteristics that could produce commercial value long before the equipment could produce energy at a competitive cost. He and the team that he inspired became convinced that they could create a sustainable path to commercial fusion energy by building, using and refining equipment and techniques that use fusion to produce neutrons for successively larger markets that require ever lower unit costs. They established a four phase development program that remains their guiding development strategy. The first phase sells precise testing and measuring services that use Shine neutron generators where the neutrons supply their material penetrating power. Unlike the gamma rays used in conventional radiography – X-rays for materials and equipment – neutrons penetrate dense materials and are scattered by light elements. The critical nature of the components that benefit from neutron imaging leads customers to pay extraordinary prices for Shine’s specialized services. The neutrons produced by Shine’s imaging fusion devices sell for $100,000 – $1,000,000 per kilowatt-hour of energy released – which is a calculated metric derived from fusion reactions per second per dollar. (Those numbers do not have any misplaced zeros.) The second phase, with a far larger Total Addressable Market (TAM), is medical radioisotope production. Using a process of continuous refinement and practice, Shine has been able to improve its devices to the point where they can profitably enter the market with neutrons that cost the equivalent of $100 per kWh (a factor of 1000 improvement over the first phase) that can be reduced to $20/kWh as the process is scaled up using their NRC licensed Chrysalis facility. That facility, located in Janesville, WI, was carefully sited next door to a regional airport that enables Shine’s medical isotopes to be rapidly delivered throughout the United States and competitively delivered almost anywhere. Chrysalis is expected to be completed within the next two years. As Piefer describes during our conversation, it will be the highest capacity isotope production facility in the world. Piefer also described the invested effort that gives Shine the ability to produce isotopes that meet the stringent purity requirements for medical applications. The company’s radio chemistry skills are being exercised every day as they are already shipping isotopes created in a smaller facility. The third step, which is still in the R&D phase is to use more capable Shine fusion devices that can produce neutrons for about $1/kWh to help recycle used nuclear fuel. During the conversation, we spent quite a bit of time talking about how this application will work. There are some nuances that are worth hearing. The fourth step in the plan is to produce clean energy with a target price for neutrons of about $0.01-$0.02/kWh. That is the dream and the application that unlocks a TAM measured in the trillions of dollars. Here is the company’s distillation of their four phase plan: The framework: value per kilowatt-hour of fusion outputSHINE force-ranks fusion markets by unit economics, not market size — starting with the customers who pay the most per unit of fusion output, and using each market as commercial practice to drive costs down for the next. The metric: fusion reactions per second per dollar, a proxy for cost per kilowatt-hour.The cost curve, by the numbers >$1,000,000 per kWh — what one deployed SHINE fusion system is worth to its customer: it scans every nuclear fuel rod the customer manufactures, and hasn’t skipped a beat since deployment. ~$100,000 per kWh — typical value in the testing market (e.g., neutron imaging of F-35 turbine blade cooling channels that only neutrons can see). ~$100 per kWh — where SHINE had to get costs to make medical isotope production work. ~$20 per kWh — expected for Chrysalis at full capacity, coming online in the next 18–24 months. ~$1 per kWh — the target for spent fuel recycling, feasible because the business stacks four revenue streams: recycling service fees, recycled uranium/plutonium fuel, separated isotopes, and electricity sold at market rates. 10–20¢ per kWh — typical value of electricity, the final market. From recycling, SHINE estimates roughly a factor of 10 remains to put pure fusion energy economically on the grid. Disclosure: Nucleation Capital, the sponsor of Atomic Insights, is an investor in Shine Technologies. We believe their vision and their execution elevates their commercial prospects above a number of companies whose primary selling point is an attractive, but distant dream.

The most petty and ill informed podcast in the World (Cup)! It's time, after nearly 30 years of waiting the Odd Couple of Scottish football get to savour the excitement of Scotland at the biggest show on earth. Stuart and Tam are joined by snooker legend John Higgins. We got the beep machine out to hear what Scotland, Motherwell and Celtic great Paul Lambert really thought of France '98 opponent Rivaldo. Noble Prize winner David MacMillan tells us what the Boston-buzz is like from the States and we have live music from Mull Historical Society. We also get the post-match thoughts from World Cup analyst John Walker.

From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of “Inside NEAR,” a new quarterly series on The Rollup. Illia breaks down NEAR's early architectural bets that are now paying off, why privacy had to be a base-layer choice, and how it all culminates in NEAR becoming AI money: the unit of account for inference, compute, and every agent-to-agent transaction settling onchain. With $20B+ in Intents volume and a path to deflation, the thesis is simple: NEAR's TAM isn't crypto, it's all of commerce.Illia Polosukhin is Co-Founder of NEAR Protocol.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:38 State Of NEAR Quarterly04:32 The Transformer's Origin Story06:51 NEAR Started As AI11:40 Post-Quantum Crypto Coming Soon13:48 Root Of Trust Solved19:36 Target Market All Commerce20:41 AI Frontend Blockchain Backend22:44 Confidential Intents TVL Rising28:51 Fee Switch Turned On34:04 NEAR Is AI Money36:30 One Line Changes RealityGuest Socials:Illia Polosukhin X: https://x.com/ilblackdragonNEAR Protocol X: https://x.com/NEARProtocolNEAR Protocol Website: https://www.near.org/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Featuring: Ace, Ammosart, Ashgar, Belghast, Kodra, Tamrielo, and Thalen   This week, we record one of our shortest shows because, quite honestly, we did not have a ton to talk about.  That said, I feel like there were a lot of fun discussions. We start off talking about Forza Horizon 6, as Tam has discovered how fun this series is.  After that, we talk a bit about Voidling Bound, a game that a lot of us were not following but are now interested in. Ace discusses Fields of Mistria and talks about how it is very adjacent to Stardew Valley.  We also briefly talk about how good Spirit Crossing is.  There is this weird new feature in Path of Exile II where a player can sacrifice themselves to give every other player a bonus passive point, and we talk a bit about this design space.  Bel talks a bit about Raven RF, and how it does not quite work well, but is completely viable.  We have a few quick topics, one of which is how good Pokémon Horizons: Rising Hope has been.   Topics Discussed: Forza Horizon 6 Voidling Bound Fields of Mistria Path of Exile II Player Sacrifice Raven Righteous Fire Pokémon Horizons: Rising Hope

Bu bölümde günlük hayatta bizi sinirlendiren ama çoğu zaman değiştiremediğimiz şeyleri konuşuyoruz. Kullanım kılavuzlarının hiçbir işe yaramaması, müşteri temsilcisine ulaşmanın imkânsızlığı, bahşiş verirken yaşanan o tuhaf sosyal gerilim, “bu bir mesaj olabilirdi” dedirten toplantılar… Kısacası, hepimizin yaşadığı küçük ama sinir bozucu durumlar üzerine sohbet ediyoruz. "Evet, ben de bunları yaşıyorum" diyeceğiniz bir bölüm sizi bekliyor.

Here's the second part of this recording of the live show which I performed a couple of weeks ago here on Arran,a show which reinvents the classic ballad of Tam O'Shanter by Robert Burns as a very contemporary psychological thriller. Property developer Tam has just taken ownership of an old ruined church with a sinister history, intending to demolish it to make way for a huge out-of-town 'retail development'. But before that can happen, Tam first has to settle accounts with the mysterious young woman who almost killed him the night before....

CELÝ DÍL NAJDETE NA https://herohero.co/studion A V RÁMCI KLUBOVÉHO PŘEDPLATNÉHO DENÍKU N https://denikn.cz/podcast-studio-n/ Hodiny se dokázala soustředit na jednu tečku na zdi. Četla složení ingrediencí na krabici od sušenek, aby trénovala mozek. A zlomit se ji snažili přes děti. Novinářka Svobodné Evropy Alsu Kurmaševa strávila dlouhé měsíce v ruské vazbě: „24/7 mě sledovali muži, zavřeli mě do izolované části vazby vedle teroristů a extremistů. Tam byly podmínky nejhorší,“ říká ve Studiu N. Režim ji odsoudil k šesti a půl roku vězení za „šíření nepravdivých informací o ruské armádě“. Do Prahy se mohla vrátit díky mezinárodní výměně vězňů mezi Ruskem a Západem. „První dva měsíce jsem nevěřila, že to přežiju,“ říká Kurmaševa. „Pro lidi ve vazbě je nejhorší myšlenka, že na ně svět zapomene.“ Putinův systém podle ní dělá vše pro to, aby člověk ve vězení přišel o důstojnost. „Bylo to úplné ponížení. Ani ve 21. století nemáte normální záchod nebo teplou vodu. Kamery mě sledovaly, když jsem šla na toaletu, když jsem se převlékala, když jsem spala. Nejhorší ztráta důstojnosti byla, když kontrolovali teplotu vody ve sprchách – naschvál mi pouštěli studenou vodu, když jsem měla šampon ve vlasech,“ popisuje novinářka. V nejhorších chvílích jí pomáhala koncentrace. „Dokázala jsem se hodiny soustředit na jednu tečku na zdi, jenom abych neposlouchala, co se dělo kolem. Viděla jsem kolem sebe hodně násilí. Bylo to pro mě moc těžké, protože jsem s tím nemohla nic dělat. Nemohla jsem to ovlivnit ani pomoct. Radši jsem do toho nešla, abych zachránila sama sebe,“ vypráví. Rusko se podle ní nezmění ani v případě odchodu nebo odstranění Vladimira Putina: „Mnozí říkají, že změna režimu všechno změní. Já to tak nevidím.“ V ruské společnosti podle ní panuje obrovský strach. „Lidé mají obavu říct cokoliv jiného, než co tvrdí oficiální propaganda. Sousedi mají strach sami ze sebe. Rozpadají se rodiny, protože třeba jeden její člen mluví jinak a ostatní se s ním odmítají dál bavit.“ Podle ní nejde jen o politický režim, ale o dlouhodobě budovanou kulturu poslušnosti, která je prorostlá společností. „Děti se oblékají do vojenských maskáčů a myslí si, že budují nový svět. Na školách se učí sestrojovat drony a propaganda je učí, že je to AI, že je to budoucnost. Je to ztracená generace,“ míní Kurmaševa. A co je pro ni po zkušenosti s ruskou vazbou svoboda? „Největší svoboda je, když člověk může otevřít svoje dveře,“ říká ve Studiu N. Podívejte se na celý hodinový rozhovor. Celé díly Studia N najdete na platformě Herohero, na webu Deníku N jsou přístupné předplatitelům a předplatitelkám Klubu N. Bezplatné části zveřejňujeme v podcastových aplikacích Spotify, Apple Podcasts, Podbean či na YouTube. Sledovat nás můžete také na Instagramu.

This was a terrific Wednesday crossword, with an exceedingly well timed  and executed theme, combined with some excellent cluing exsewhere, er, elsewhere.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe SpaceX IPO is coming… and this may be the most bizarre valuation story in the market right now.In this breakdown, we react to a video explaining SpaceX “like you're hallucinating,” and honestly, that might be the only way this valuation starts to make sense. The company is reportedly coming public around a massive valuation, bigger than entire groups of major companies combined, and the official story is that the future growth justifies the price.But the deeper question is where that number actually came from. We dig into the idea that the IPO valuation may be tied less to normal financial modeling and more to Elon Musk's compensation targets, internal transactions, massive TAM assumptions, and accounting inputs that stretch far beyond what most public companies use.That's why this SpaceX IPO feels different. The valuation, the rule changes, the tiny float, the index fund implications, and the rush to get it public all keep pointing back to the same warning: retail investors may be buying a story before there is any real trend to trade.✅ SpaceX IPO valuation and $1.75 trillion hype✅ Revenue multiples, TAM assumptions, and Elon compensation targets✅ XAI roll-up, stock-based compensation, and 30-year option assumptions✅ Why IPO price action needs time to prove itself✅ OVTLYR trading discipline, trend signals, and avoiding FOMOIf you're thinking about buying SpaceX the second it goes public, this one gives you another reason to slow down, step back, and let the stock prove itself first.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Sam Blond is the Co-founder and CEO of Monaco, the revenue engine for startups.Sam is one of the best sales operators in tech. He spent four years as CRO at Brex, where he helped scale it to a ~$12B valuation, ran sales at Zenefits before that, and got his start at EchoSign.If there's a modern GTM playbook, Sam helped write it. Our conversation walks through how AI has rewritten a big chunk of it. But most importantly, we talk about what hasn't changed.We get into the sales work AI is now better at than humans, and why Sam thinks 90% of startups misdiagnose their bottleneck as conversion when it's really demand gen.He explains why he doesn't measure early brand marketing at all and trusts anecdotes over attribution, walks through the full Monaco launch playbook including the Super Bowl box-truck story, and shares a rev-ops insight from Brex, including how they figured out a specific ICP converted at 4x the rate of another.Thank you to Numeral, Flex, Amplitude, and Merge for supporting this episode.Numeral: The end-to-end platform for sales tax and compliance https://www.numeral.comFlex: Get premium banking and a net 60 day credit card at 0% APY https://home.flex.one/referral/bananacapitalAmplitude: AI analytics, all you have to do is ask https://www.amplitude.comMerge: Every modal. One API. Total control. Check out Merge's Agent Handler. merge.dev/turnerTimestamps:(0:00) Scaling Brex to $12B(1:14) How AI speeds up prospecting and TAM building(5:19) Using AI to get more leverage(9:15) Incubating Monaco at Founders Fund(12:56) Innovator's dilemma in AI(15:57) Why AI companies build full platforms, not wedge products(23:30) Revenue is just a math equation(27:18) Two ways AI increases conversion rates(36:56) AI will never replace spending time with customers(39:46) Don't measure the impact of brand marketing(49:03) Your marketing must be different (and hard)(58:39) Customer discovery calls and working with design partners(1:03:03) The zero to 100 launch(1:11:00) Monaco's launch playbook(1:19:00) Send gifts that are unique and social(1:22:17) Naming your company(1:28:04) Founders should send early outbound(1:32:38) How multi-channel augments AI outbound(1:39:42) Using intent signals and outreach timing to increase conversions(1:43:28) Two common ways founders mess up when scaling revenue(1:50:22) Monaco's Forward Deployed AE'sReferencedTry Monaco: https://www.monaco.com/Careers at Monaco: https://jobs.ashbyhq.com/monacoSam's launch post: https://x.com/samdblond/status/2026420015793320129?s=20Follow SamTwitter: https://x.com/samdblondLinkedIn: https://www.linkedin.com/in/sam-blond-791026b/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

OPEN HEAVENSMATALA LE LAGI MO LE ASO FARAILE 12 ME 2026(tusia e Pastor EA Adeboye) Manatu Autu: Tatalo mo tupulaga talavou (Prayers for youths)Tauloto Tusi Paia: Faataoto 1:8-9 “Lo‘u atali‘i e, fa‘alogo mai ia i le a‘oa‘o atu a lou tamā; ‘aua fo‘i ‘e te tu‘ulafoa‘iina le ‘upu a lou tinā; auā e fai ia mea ma pale matagofie i lou ulu, ma mea e asoa i lou ua.”Faitauga - Tusi Paia: 1 Peteru 5:5-9TataloTamā, ou te faafetai ia te oe mo talavou uma i lo'u siomaga. Faafetai mo le faatupuina o lō latou malosi, manatunatuga i mea lelei ma metotia fou. Faafetai tele mo le faulai o lou alofa tunoa i o matou tupulaga talavou. Tamā, faamolemole tatala mata o le iloa ma le malamalama i o matou talavou. Ia latou iloa le faamoemoega o lo latou valaauina ma lou mana o loo galue i o latou olaga, i le suafa o Iesu. Le Alii e, faamolemole ia taofi talavou i le ala tonu. Taitai iai latou i ou fofoga ma taofi i latou mai le faia o mea sese ma faaiuga sesē, i le suafa o Iesu. Tamā, faamolemole a'oa'o i talavou ia faaeteete i o latou fofoga ma upu lafo, ma puipui i o latou loto. Ia aua lava nei o saisaitia i latou i mafaufauga o latou loto ma upu a latou gutu i soo se auala, i le suafa o Iesu. Tamā, faamolemole a'oa'o i talavou ia latou ava ia te oe, i o latou taimi, meaalofa ma tulaga. Fesoasoani ia latou iloa, o so'o se mea lelei ma meaalofa aoga o loo iai latou, e aumai uma ia te oe, i le suafa o Iesu. Le Alii e, faamolemole a'oa'o i talavou pe faapefea ona faatuatua atoatoa ia te oe. A'oa'o i latou ia aua lava nei faalagolago i lo latou iloa ae ia avatu pea ia te oe le viiga i o latou ala uma, i le suafa o Iesu. Tamā, faamolemole ia e faamanuia i talavou ia latou manuia i mea fai. Faalogo mai i lo latou tagi atu mo se fesoasoani ma ia e tali ma saunia mea uma latou te manaomia i le taimi e manaomia ai, i le suafa o Iesu. Tamā, faamolemole ia tatala faitotoa uma mo avanoa taua mo talavou, ma fesoasoani iai latou ia saunia lelei i latou mo avanoa e oo mai, i le suafa o Iesu. Tamā, faamolemole ia foai atu le mafaufau o Iesu Keriso i talavou uma ma ia faatumu o latou ala i lou malamalama, i le suafa o Iesu.Le Alii e, faamolemole ia taitaiina soo se talavou kerisiano ua toe foi i tua, ia toe lagona le siufofoga o le Leoleo Mamoe lelei ma toe foi mai i le aiga o le Atua. Taitai mai i latou ia te oe i loa alofa, i lou agalelei ma lou alofa mutimutivale, i le suafa o Iesu. Tamā, faamolemole ia faamalosia talavou ina ia mafai ona latou manumalo i faaosoosoga a le tiapolo. Ia aua lava mei saisaitia i latou i mailei a le fili, o fualaau faasāina ma le tuinanau o le tino, i le suafa o Iesu. Tamā, ia e faamanuia i tupulaga talavou o lo'u aiga, lo'u nu'u ma le atunuu ina ia matatau ia te oe aua o le amataga lea o le poto, i le suafa o Iesu matou te tatalo atu ai, Amene. 

Is the ultimate cryptocurrency ticking toward a sudden, quantum-powered collapse? In this episode, Chris Tam, President and Head of Innovation at BTQ, joins host Konstantinos Karagiannis to shatter the comforting illusions many Bitcoiners still hold about the quantum computing threat. While many assume that a Q-Day attack would only disrupt future mining, Tam exposes the true, terrifying reality: Quantum computers utilizing Shor's algorithm are on an exponential trajectory to cracking the elliptic curve cryptography that safeguards individual wallets. Even worse, recent upgrades like Taproot have inadvertently introduced more vulnerable public keys into the ecosystem, making a network upgrade more complex than ever.The real crisis isn't just finding a cryptographic fix: it's time. Experts warn that migrating the entire decentralized Bitcoin network to a post-quantum standard could take upwards of seven years, but the network simply lacks the block space to move everyone before quantum adversaries are predicted to break the encryption. To bypass the political gridlock of Bitcoin core development, Tam details how BTQ surgically built a working, post-quantum Bitcoin Quantum testnet to experiment with solutions like BIP 360 in the real world. From the catastrophic ripple effects a Bitcoin hack would have on traditional financial markets to BTQ's pioneering work on day-one quantum-resistant stablecoins in South Korea, this episode is an urgent, eye-opening wake-up call for anyone holding digital assets.For more information on BTQ, visit www.btq.com/. Visit Protiviti at www.protiviti.com/US-en/technology-consulting/quantum-computing-services to learn more about how Protiviti is helping organizations get post-quantum ready.  Follow host Konstantinos Karagiannis on all socials: @KonstantHacker             Questions and comments are welcome!  Theme song by David Schwartz, copyright 2021.  The views expressed by the participants of this program are their own and do not represent the views of, nor are they endorsed by, Protiviti Inc., The Post-Quantum World, or their respective officers, directors, employees, agents, representatives, shareholders, or subsidiaries.  None of the content should be considered investment advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Thanks for listening to this podcast. Protiviti Inc. is an equal opportunity employer, including minorities, females, people with disabilities, and veterans.  

Just a week or so ago, I performed my show THE PASSION OF TAM SHANTER here at Whiting Bay on the Isle of Arran. Like most of my live shows, this was not scripted - though it was rehearsed so intensively that I always had a clear idea of where I was going next with the words and narrative: in that sense it wasn't purely improvisational, unlike several of the folk tale performances I do here on the podcast, eg Wild Katy & The Living Dead or The Murderer's Hand etc. etc. The only catch with such an intricate, but also text-free, show is that if I decide months later that I want to do another live performance, I have a job in hand reminding myself of all the intricacies of a story every bit as complex as one of my scripted audio dramas for Audible or the BBC: there's no script to consult! So I thought I'd perform the whole thing one more time for the microphone, to serve as a kind of aide memoire for rehearsals of the next theatrical performance, whenever that should happen. And then, of course, having done all this, I thought that recording a decent enough bit of storytelling to go here on the podcast for those who might never get the chance to see me performing live. So here it is, in the five 'acts' that befit a tragic drama. The story, obviously, is my very modern version of the classic ballad of Tam O'Shanter by Robert Burns. But whereas the original is distinctly, tongue in cheek, Burns as a man of the 18th century enlightenment making fun of supersitions surrounding wirchcraft, even as he derives narrative excitement from them, my version is a much more serious contemporary psychological horror story, more in keeping with the folk tale versions of this material which preceded that of Burns. Likewise, while Burns's protagonist is very much the cliche of Scotsman as drunken Jack-the-Lad, I - like many modern Scots - am a little weary of that stereotype, so my Tam is drunk on power and ambition rather than whisky. At the same time, his cavalier attitude to the women in his life may at times echo the behaviour of Burns himself. But I want the story to be taken on its own terms, as a powerful modern thriller. Here's the start of it....

Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. 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 Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Když Péter Magyar vyhrál v dubnu parlamentní volby v Maďarsku, jeden z jeho prvních požadavků byl, aby rezignoval prezident Tamás Sulyok. Hlava státu danou žádost nevyslyšela a do konce května, čili ultimáta stanového novým premiérem, neodstoupila. Proto premiér Magyar oznámil, že změny v čele státu dosáhne příslušnou novelou ústavy.

From creative experiments to unexpected challenges, Erin & Tam look back on the hobbies that shaped Season 2 and the lessons they're taking with them.   @theartofhobbyness   www.artofhobbyness.com

durée : 00:58:05 - À l'occasion de la sortie de "La tsigane, sur la route avec Tamèrantong !", un documentaire dont Fip se fait l'écho, nous partons sur les traces de Carmen, Django Reinhardt, Tony Gatlif, Emir Kusturica, Snatch, Notre-Dame de Paris, Les démons de Jésus, etc. - réalisation : Susana Poveda, Denis Soula, Luc Frelon Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

OPEN HEAVENSMATALA LE LAGI MO LE ASO LUA 9 IUNI 2026(tusia e Pastor EA Adeboye) Manatu Autu: Amata mai Ierusalema (Start from Jerusalem) Tauloto Tusi Paia: Galuega 1:8 “Ae peita‘i o le a maua e ‘outou le mana, pe ā afio ifo le Agaga Pa‘ia i luga ‘iā te ‘outou; e fai fo‘i ‘outou ma molimau ‘iā te a‘u i Ierusalema ma Iutaia uma lava, ma Samaria, e o‘o lava i le tulu‘iga o le lalolagi.”Faitauga - Tusi Paia: Luka 16:10-11E toatele kerisiano e fai mai o i latou o le malamalama o le lalolagi, e lelei tele aua o le poloaiga lenei a Iesu i tagata e mulimuli ia te ia i le Mataio 5:14. Peitai o le toatele o i latou ua lē faasusulu atu le malamalama o Keriso i o latou aiga, e latou te lei talai atu foi le talalelei o Keriso i tagata i lo latou siomaga. E te silafia ana faapea e taumafai kerisiano uma e manumaloina agaga o latou taulaga mo Keriso semanu faapenei ua faaolaina le lalolagi atoa?Ina ua afio mai Iesu Keriso i lo'u olaga, e le gata na ia faaaogaina a'u e faasusulu atu ai lona malamalama i lo'u nuu, ae na ia faaaogaina foi a'u e faalauiloa atu ai le igoa o le matou nuu i le lalolagi. O aso nei, o tagata o lo'u nuu ua fiafia aua o loo latou aeae i faamanuiaga o le malamalama o Keriso. Talitonu mai, o le atinae o lou taulaga e faalagolago i ou tauau, oe le kerisiano aua a e faataga le malamalama o le Atua e susulu atu ai, e amata ona iloa e le lalolagi lea taulaga. E lē mafai e se tagata ona faatuatuanai i le malamalama. Ina ua tuuina atu e Iesu le poloaiga i ona so'o e ō atu e fai nuu uma ma so'o, na poloai iai latou e amata mai i Ierusalema, ona o atu lea i Iutaia ma faasolo atu i Samaria ona faatoa ō atu lea i tuluiga o le lalolagi (Galuega 1:8). O le fuafuaga a le Atua o lenei, e tatau ona tatou amata mai i lo tatou Ierusalema. Le au pele e, o lau Ierusalema o lou aiga ma lou nuu. Ta'u i lou aiga Iesu. Talai atu i ou tuaoi. Ia latou vaai atu i au galuega lelei ma viia ai lou Tamā i le lagi. E lē malosi lau molimau pe afai e te amata mai tuluiga o le lalolagi. O le mea moni, e lē tuuina atu e le Atua ia te oe le avanoa i tuluiga o le lalolagi seiloga ua e faamaonia o loo e faamaoni i lau Ierusalema. Na ia fetalai e na te tuuina atu mea e tele i lima o tagata e faamaoni i mea iti ( Luka 16:10). Afai e te inoino i lou tamai tulimanu, e le mafai ona tuuina atu e le Atua i ou lima nofoaga ma nuu tetele. Le au pele e, ole atu i le Alii pe faapefea ona e faamaoni i lou Ierusalema. Ole atu ia te ia e faaali atu ia te oe pe faapefea ona faasusulu atu lou malamalama i lou aiga. Faataga o ia e aoaoina oe pe faapefea ona e faasoa atu le alofa o Keriso i ou tuaoi ma tagata tou te faigaluega faatasi. Ia faasusulu atu e le Atua lona malamalama e ala atu ia te oe i lou aiga, tagata tou te mafuta faatasi, o tagata o lou nuu ma faapotopotoga o loo e auai ma le lalolagi atoa, i le suafa o Iesu, Amene. 

This week Shelley and I enjoy some flora, playing as rival flowershop owners in Floristry by David Gordon and TAM from UP Games then placating our oenophile obsession in Vineyard: A Wine Making Game by Roberta Taylor from Pencil First Games Remember to check out our video series over on YouTube, and you can sponsor this podcast and our video series by going to www.patreon.com/garrettsgames OR check out our extensive list of games that no longer fit on our shelves, but belong on your table: https://docs.google.com/spreadsheets/d/16ovRDNBqur0RiAzgFAfI0tYYnjlJ68hoHyHffU7ZDWk/edit?usp=sharing

OPEN HEAVENSMATALA LE LAGI MO LE ASO SA 7 IUNI 2026(tusia e Pastor EA Adeboye) Manatu Autu: Tatalo I Taimi Uma (Pray always) Tauloto Tusi Paia: Roma 12:12 “Ia ‘oli‘oli i le fa‘amoemoe ‘ia ‘onosa‘i i le puapuagā, ‘ia finafinau i le tatalo.”Faitauga - Tusi Paia: Luka 18:1-8I le Mataio 21:13, na fetalai Iesu o lona fale, o le fale tatalo ae lē o le ana o ē faomea. E ui o loo talanoa i le malumalu i Ierusalema i lea fuaitau, ia e maitau mai, o loo faatatau foi ia te oe aua o oe o le malumalu o le Atua (1 Korinito 6:19). O lona uiga o le finagalo o le Atua ia e tatalo i taimi uma. O kerisiano e lē tatalo, pe tatalo foi na o nisi o taimi e latou te tuu avanoa i le tiapolo e osofaia ma faaleaga iai latou. O se kerisiano, e finagalo le Atua ia te oe ia avea ma fale tatalo, e finagalo e te tatalo e lē aunoa (1 Tesalonia 5:17). Fai mai le Iakopo 5:17-18 na matuā tatalo ma le finafinau Elia ia aua nei toe paū se timu i Isaraelu, ona tali mai lea o le Atua i lana tatalo. Ina ua maea le 42 masina o le leai o se timu ma le oge, na toe matuā tatalo ma le finafinau ina ia paū le timu ona mamafa ai lea o timuga (1 Tupu 18:42-45). I le taimi o le oge ma le leai o se timu, na tatalo Elia mo le atalii o le fafine ua oti lana tane ia toe ola mai, na faafofoga iai le Atua (1 Tupu 17:22). O ia o se tagata tatalo i taimi uma, ma e na te maua lava tali o tatalo. O i latou e faamuamua le tatalo e latou te fiafia lava i le maua o tali o tatalo. I le faitauga mai le Tusi Paia o le asō, na faamatala e Iesu le faataoto o le fafine ua oti lana tane, na faalavelave faifai pea i se faamasino e amiolētonu seia oo ina tali ia te ia. O le mafuaaga na faamatala ai e Iesu lenei faataoto,  ina ia tatalo pea tagata e aunoa ma le faavaivai ( Luka 18:1). E tau mai ai iai tatou, afai e le tatalo se tagata, ua faavaivai. O le filigā pea o le fafine ua oti lana tane na maua ai le taui, aua na tali ia te ia le faamasino ma tulai e taui ma sui i lē sa faasagatau ia te ia. A e filiga i le tatalo, e mautinoa e te maua tali o au tatalo. A tatalo e lē aunoa se tagata, e le gata e na te maua tali o ana tatalo, ae o lea tagata e tuuina iai e le Atua avanoa e iloa ai mea lilo a le Atua. Fai mai le Salamo 25:14 “O lo‘o fa‘aali e le ALI‘I lona finagalo i ē matata‘u ‘iā te ia; na te fa‘ailoa atu fo‘i lana feagaiga ‘iā te i latou.” E leai ma se tagata e na te faaalia atu i se tagata asiasi mai i lona fale le ki i se potu lilo, ua nā o uo mamae e na te faaalia iai. O soo se kerisiano e tatau ona iloa o le latalata i le Atua e fausia i nofoaga o tatalo, ma e tatau ona naunau ma finafinau ia faalatalata atu i lo latou Tamā oi le lagi. Auā foi o le tele ona e tatalo, o le tele foi lea ona e iloa faaaliga i le finagalo o le Atua ma ana mea lilo. Le au pele e, o oe ea o se uo vavalalata a le Atua? O oe o le malumalu a le Atua ma e tatau ona e tatalo e lē aunoa, i le suafa o Iesu, Amene. 

This week's podcast is about the recent S-1 IPO filing of SpaceX. It has some pretty good lessons in both AI and tech strategy.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the 3 mentioned steps in Elon's approach (in my opinion). This is an interesting example of a Shaping Strategy.Step 1: Identify a huge TAM. Ideally over $1T. Ideally with a weak incumbent.Step 2: Solve the problem with world-class engineering.Step 3: Run an innovation marathon focused on rapid improvements and cost reductions. Vertical integration and repeatability are key to this.Here is the book by Chris Zook on Repeatability.---------I am a consultant & keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in increasing digital growth and strengthening digital AI moats. Get in contact here.I write (a lot) about digital growth and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). There is a free book and email newsletter below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

durée : 00:36:29 - Le téléphone sonne - Ce week-end, les Rendez-vous aux jardins reviennent pour leur 23e édition, dans plus de 2 800 parcs et jardins en Europe. L'occasion de se demander pourquoi les jardins prennent autant de place dans nos villes comme dans nos vies. - réalisation : Fabienne Sintes, Thomas Lenglain, Pierre Dessertenne, Mathias Dubois, Marius Serieys, Philippe Lefébure - invités : Ophélie Damblé Pépiniériste, vidéaste créatrice de la chaîne "Ophélie - Ta Mère Nature", Alain Baraton Jardinier en chef du Domaine national de Trianon et du Grand parc de Versailles, chroniqueur sur France Inter. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-crypto swaps, and why the path to NEAR going deflationary is closer than the market thinks. The institutional inbound is at record levels, and the market is finally catching up, or so he says.Sal Ternullo is CEO of SVRN, a development company dedicated to growing the NEAR Protocol ecosystem.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:49 Institutional Inbound Explained02:28 Bitcoin Negative Correlation04:35 NEAR Investment Thesis Evolution06:16 NEAR AI Stack08:29 Bear Case And Risks09:56 Venice Integration Breakdown11:27 Path To Deflation14:18 Intents Fee Model Analysis15:51 Fee Structure Vs Volume17:46 Confidential Intents Premium19:42 Token Buyback Pre-CommitmentGuest Socials:Sal Ternullo X: https://x.com/sal_ternulloSVRN X: https://x.com/svrn_aiSVRN Website: https://svrn.net/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Hoje recebemos Gleiber Morato, engenheiro e executivo que enfrentou um dos maiores desafios do mundo corporativo: fazer operações gigantescas funcionarem melhor, mais rápido e com mais segurança. Com mais de duas décadas de experiência em empresas como TAM, LATAM e TV Globo, Gleiber liderou transformações que envolveram cadeias globais de suprimentos, equipes de até 1.500 pessoas e projetos que geraram ganhos expressivos de produtividade e eficiência. Falamos sobre liderança em ambientes de alta pressão, gestão de mudanças, cultura organizacional, excelência operacional e o desafio de desenvolver pessoas enquanto se entregam resultados. Uma conversa rica para quem lidera, empreende ou busca construir organizações mais eficientes e humanas. Até espaço pra Big Brother Brasil teve...See omnystudio.com/listener for privacy information.

ACIM Quote: When you want only love you will see nothing else (ACIM, T-12.VII.8:1)Today's Guest:Maryanne Wood joins Tam and Matt to discuss how an inflamed ego melted in a moment when a forgotten letter surfaced, creating a memorable healing opportunity.Maryanne's Book: We Need a Voice: Connecting Across Realms: Messages from the Spirit World. https://www.amazon.com/We-Need-Voice-Connecting-Messages/dp/B0FFBHDG91/Think your Forgiveness Story Could Inspire Others? Submit your Forgiveness Story at: https://www.miraclevoices.org/formInspired to Make a Donation? Visit https://www.miraclevoices.org/donateClosing ACIM Quote:²It is impossible that anyone be healed alone. ⁴But healing is his own decision to be one again, and to accept his Self with all Its parts intact and unassailed. (ACIM, W-137.3:2,4)

Hoje recebemos Gleiber Morato, engenheiro e executivo que enfrentou um dos maiores desafios do mundo corporativo: fazer operações gigantescas funcionarem melhor, mais rápido e com mais segurança. Com mais de duas décadas de experiência em empresas como TAM, LATAM e TV Globo, Gleiber liderou transformações que envolveram cadeias globais de suprimentos, equipes de até 1.500 pessoas e projetos que geraram ganhos expressivos de produtividade e eficiência. Falamos sobre liderança em ambientes de alta pressão, gestão de mudanças, cultura organizacional, excelência operacional e o desafio de desenvolver pessoas enquanto se entregam resultados. Uma conversa rica para quem lidera, empreende ou busca construir organizações mais eficientes e humanas. Até espaço pra Big Brother Brasil teve...See omnystudio.com/listener for privacy information.

Leonie took 12 of her biz besties on retreat, had a full-blown past-life vision in the winter ocean (stone cold sober), hired an actual horse off Facebook for a unicorn photoshoot, got her t*ts out to make someone feel less vulnerable, and discovered that every single woman in the room had lost her phone at least three times that day. Tam gets the full debrief — plus how Leonie built this peer mastermind from scratch, why she removed a $100M business owner for lurking, and what happened when she cold-DM'd 50 strangers to find entrepreneur friends in Canberra.Topics Covered:How Leonie built her peer mastermind from scratch starting in 2012Setting boundaries and removing members who don't fit (even famous ones)What the retreat week actually looks like — structure, food, spa days, midnight chatsThe power of post-it note round-table brainstorming vs rigid hot seatsDenise Duffield-Thomas leading a money mistakes ritualLeonie's full-blown Atlantis/Lemuria vision on the beach (100% sober)Hiring a real horse for unicorn brand photos — and the chaos of coordinating horse people on FacebookThe Grow Mastermind quarterly planning retreat in Canberra (16 June)Key Insights:Don't wait for someone to invite you — create the mastermind, the circle, the dinner. Leonie cold-DM'd 50 strangers on Instagram to build her Canberra entrepreneur network.Curating a mastermind is gardening work: you plant, you tend, you weed. If you don't weed, the space becomes something it was never supposed to be.Selection isn't about finding the biggest business — it's about ethics, values, spirit, and alignment. Vibes over revenue.Having hard conversations (like removing someone) is part of leading leaders. It's painful, but it protects the group's safety and energy.Normalise the mess. Every woman at this retreat forgot things, booked wrong dates, lost their phones. Multi-six and seven-figure businesses, run by ADHD humans who eat car biscuits. You don't need to have it together to be successful.Retreats don't need rigid schedules. The best conversations happen when you let things flow — dinners in hotel rooms, post-it note walls, and spontaneous rituals.Jealousy is a signpost, not a stop sign. If you feel envious of someone's mastermind, that's your sign to create your own.When your kids get older and need less of your physical-plane energy, spiritual gifts can come flooding back.Notable Quotes:"We're not fucking wallflowers, we're the fucking belles of the ball. And if we're not the belles of the ball, we'll make our own fucking ball." — Leonie"You can eat car biscuits and have an amazing multi-six, seven figure business. It's fine. You don't have to have it all together." — Tam"I am not a damsel that just sits around waiting for something to come find her." — Leonie"You are the fucking knight in shining armour. You can literally hire your own white horse and be your own goddess." — LeonieIf you're a creative business owner who's been craving real connection with other women who get it — the ADHD chaos, the spiritual side, the six-figure goals alongside the sensory overwhelm — this one's for you. Whether you've got a thriving business or you're still finding your people, this episode is your permission slip to stop waiting and start building your own circle.If this episode lit a fire under you, go grab Leonie's free Mastermind Planner at leoniedawson.com/mastermind and start dreaming up your own circle. And if you want to be IN the room with Leonie and Tam, the Grow Mastermind quarterly planning retreat is happening 16 June in Canberra — join the Grow Mastermind to get your spot. #WomenInBusiness #Mastermind #NeurodivergentEntrepreneur #ADHDBusiness #BusinessRetreat #WomenSupportingWomen #SpiritualBusiness #CreativeEntrepreneur #PeerMastermind #MakeYourOwnBall

This week, Tam and Lucinda are diving deep into the shift happening in our wardrobes, starting with the dramatic "death" of logomania. Are we officially done with visual signposting, or are fakes just making luxury look a little too accessible? They break down the rise of "Borecore" and the "West Village Girl" aesthetic championed by style icons like Zoe Kravitz and Jennifer Lawrence. Plus, the girls share their golden rules for making affordable pieces look incredibly elevated (hint: it's all in the buttons and tailoring). And stick around for Bougie to Budget, where Lucinda introduces the asymmetric overlay pants you need for winter, and Tam brings her ultimate list of Western-inspired denim with a subtle edge. EVERYTHING MENTIONED: VRG GRL Fairfax Mini Dress Black, $119. Jaded London Military Jacket, $292. Wolf & Badger Military Hussat Tailored Jacket, $1770. BOUJIE TO BUDGET: Tam's Pick: Western-inspired Jeans Budget: Dazie Cansas High Rise Straight Leg Jeans, $99.99. Midrange: Levi's Ribcage Western Yoke Jeans, $150.61. Boujie: BLANKNYC Franklin High Rise Straight Leg, $258.19 Lucinda's Pick: Wrap Pants Budget: Charcoal Clothing Bonfire Pants in Stone, $99. Midrange: Motel Rocks Kanna Trousers, $140. Boujie: Incu Collection Vagabond Wrap Pants, $220. 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: Scott Stronach 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.

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

The most petty and ill informed podcast in the world! We hear from special guest Chick Young about the time he could't do his own famous laugh and about being petrified of Jock Stein and Tartan Army app developer Jim Law talks about growing up in Stan Laurel's old house in Burnside. Scotland Curacao; Gilmour Out - Fletcher In; Penalty Shootouts; Fictional Houses and Cash XI Stuart and Tam are joined by BBC 'Icon' Chick Young and app developer Jim Law.

Ann Berry is joined by Alan Ellingson, CFO of DraftKings, to discuss how the company is navigating the rising popularity of prediction markets, its new “Super App” designed to let users seamlessly operate across jurisdictions, and how DraftKings is working to maintain integrity in sports betting. 00:00 Alan Ellingson, CFO of DraftKings, Joins00:38 Q1 earnings highlights: revenue, EBITDA, and profitability01:25 Prediction markets: threat or opportunity?02:53 Cannibalization concern: what the data actually shows03:34 Why sportsbook users aren't switching to prediction markets05:26 Prediction market regulation: CFTC rulemaking and legislative bans06:38 Market integrity: fighting insider trading and gaming the system07:58 The Super App: from seven apps to one unified platform09:33 Super App expansion: lotteries, horse racing, and what's next10:06 Could DraftKings move into stock trading?11:08 Rail Bird acquisition: building a prediction market exchange12:07 Ad break: KeyBank12:38 ESPN, NBC, and Amazon: the content partnership strategy14:19 What exclusive broadcast deals actually do for the bottom line15:06 League partnerships vs. broadcast deals: a disciplined approach16:14 State tax hikes: the regulatory landscape17:21 Black market competition: offshore sportsbooks and the tax disadvantage19:26 Cost-cutting and margin defense20:07 Path to 30% EBITDA margins21:26 Breaking down the balance sheet22:23 Prediction markets as a billion-dollar TAM opportunity22:43 Outro and upcoming episodes After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DKNG Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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. ---