Podcasts about Taste

EPISODE DESCRIPTIONEpisode DescriptionIn this episode of the Lead Ministry Podcast, Josh Denhart and Bill Van Kirk explore why every ministry event should lead somewhere — not end at a dead end. They unpack the concept of events as stepping stones across a river, moving people from first-time guests to committed members. They also introduce a breadcrumb analogy, showing how a thoughtful sequence of events can guide families through a clear pathway toward deeper engagement. If you have ever planned an event and wondered what comes next, this episode will equip you with a strategic framework for year-round event planning.Key Topics CoveredEvents as Stepping Stones — Why each event should connect to the next, creating a natural pathway from guest to committed memberThe Breadcrumb Strategy — How to lay out a series of appealing events that guide people through a forest of unfamiliarity toward deeper church involvementBuilding Familiarity — Practical ways to reduce the "deer in the headlights" experience for newcomers at your churchThe Six Parts of an Event (Airplane Model) — Leadership, volunteers, promotion, going live, follow-up, and recoveryGathering Contact Information — Why collecting info at events is non-negotiable for effective follow-upCalendar Strategy — How to space events at a natural human rhythm, avoiding gaps that are too large or too smallKey Quote"The event isn't the event. The event is meeting their deepest needs. An event is nothing but an excuse to develop relationships and a level of consistency."Scripture ReferencesPsalm 34:8 — "Taste and see that the Lord is good." (referenced in breadcrumb analogy)TakeawayStop thinking of events as standalone experiences. Start viewing them as strategic stepping stones that move people from their first visit toward genuine connection with the body of Christ. Map your entire year of events and make sure each one promotes the next.Call to ActionWe hope this episode encourages and equips you. Share it with a friend and stay tuned for more resources each week.Stay Connected for More ResourcesVisit our website: http://leadministry.comFollow us on Facebook: https://www.facebook.com/LeadVolunteersFind us on Instagram: https://www.instagram.com/leadvolunteers

When we trust God enough to ask for help, we soon discover that His help increases our trust. 

In "Taste of Gascony: Life, Food, and Tours in France's Hidden Gers Region", Annie Sargent welcomes Jenine Lurie, a New Yorker who swapped city life for the rolling hills and medieval villages of the Gers. This episode dives into Jenine's journey—from volunteering on a pig farm 15 years ago to building a new life (and a tour business) in one of France's most authentic, off-the-beaten-path departments. If you've ever dreamed of escaping to rural France or crave travel stories packed with flavor, culture, and real-life adventure, this conversation delivers. Listen to this episode ad-free Annie and Jenine explore why the Gers feels like a well-kept secret. Here, tourists are rare, medieval bastide towns stand frozen in time, and the Pyrenees loom in the distance. Jenine shares how she fell for the region's slow pace, warm locals, and rich gastronomy—think Armagnac, floc, and duck confit—while navigating the challenges of buying a home, learning French, and launching Taste of Gascony, her immersive tour company. She takes visitors beyond the usual wine tastings, introducing them to artisan bakers, Armagnac distillers, and even jazz festivals in Marciac. Listen as she spills the details on her five-day tours, where guests roll up their sleeves to make baguettes, explore hidden art galleries, and dine with expats who've made the Gers their home. The episode also tackles the nitty-gritty of moving to France: visas, healthcare, and the infamous French bureaucracy. Jenine's honest advice? Follow the rules, embrace the process, and lean on your community. She reveals how she secured her titre de séjour, snagged a health card for just €23 at the dentist, and why buying her Bassoues cottage felt like the start of a new chapter—champagne included. Annie adds her own insights, comparing the Gers to busier French hotspots and explaining why this region rewards those who love history, tranquility, and a taste of la vie rurale. But it's not all countryside charm. Annie wraps up with a timely update on Paris's crackdown on illegal Airbnbs—including eye-popping fines for rule-breakers—and teases next week's episode on Guédelon, the medieval castle being built using only 13th-century tools. Perfect for francophiles, future expats, or anyone curious about France beyond Paris, this episode proves why the Gers deserves a spot on your travel list. Hit subscribe to Join Us in France for more hidden gems, practical tips, and stories that make you feel like you're exploring France with a friend. Whether you're planning a trip or just armchair traveling, Annie's conversational style and Jenine's infectious enthusiasm will leave you craving croissants, countryside drives, and maybe even a move to Gascony. Subscribe now and never miss an episode of the podcast that's like a postcard from France—delivered straight to your earbuds. Bon voyage! More episodes about the southwest of France Table of Contents for this Episode Welcome and Preview Today on the podcast: Taste of Gascony Podcast supporters Magazine segment Meet Jenine in Gers From Workaway to Gers Buying in Bassoues Why Gers Feels Special Language and Local Life Culture and Getting Around Weather in the Gers Bastide Town History Taste of Gascony Tours Finding Rentals by Network Visa and Health System Closing Day Emotions Notaire and Legal Basics Healthcare and French Values Building Taste of Gascony Politics and Perceptions Health Card and Visa Steps Expat vs Immigrant Mindset Bonjour and Local Etiquette Armagnac Floc and Aperitifs Patrons Tours and Reviews VoiceMap Tour Reviews Private day trips Paris Airbnb Crackdown Next week on the podcast Copyright  

Send a textA young survivor, who is trapped in a sadistic cult is led by "Sir Lord" JimmyZero in a post-apocalyptic Maine. While the cult commits brutal acts of charity, Dr. JimmyWolfenstein works on a cure by befriending a chain-smoking Alpha named JimmyRavenshadow. On Episode 709 of Trick or Treat Radio our feature film discussion is 28 Years Later: The Bone Temple from director Nia DaCosta! We also pay tribute to our favorite nerd, we scour the world for Barry Sobel, and we react to new trailers for the films; Backrooms, The Faces of Death, and In A Violent Nature 2! So grab the 8K Super Mega HD physical copy of your favorite film, apply a healthy coat of iodine all over your body, and strap on for the world's most dangerous podcast!Stuff we talk about: The Colors of Horror, fade to yellow, who owns purple, Frankenhooker, Frank Henenlotter, The Uninvited, Twisted Nerve, Evilspeak, approved by church of satan, The Seduction, The Mangler II, Bikini Party Massacre, The Crazies, Alien from L.A., Son, The Grudge 2, Warm Bodies, Don't Look Up, Evil Dead (2013), James Wan, Insidious, The Conjuring, Malignant, House of the Dead 2, The Behemoth, Marc Decascos, Double Dragon, Don Shanks, The Crow: Salvation, Son of the Blob, Watermelon Man, City of the Dead, The Nightstalker, Taste of Evil, Frankenstein: The True Story, Dark Shadows, The Twilight Zone, Killdozer, The Devil's Hand, Abbot and Costello Meet the Invisible Man, Paul Dini, He-Man and the Masters of the Universe, Harley Quinn, Batman: The Animated Series, RIP Robert Carradine, Revenge of the Cheerleaders, Curtis Armstrong, Where in the World is Barry Sobel?, Timothy Busfield, Michael Bowen, John Carradine, Buried Alive, Arnold Vosloo, Finding Sobel, RIP Oliver “Power” Grant, Django Unchained, Ghosts of Mars, Body Bags, Mean Streets, Martha Plimpton, Backrooms, Growing Pain, Boner, Leo DiCaprio, Joker's Boner, A24, Undertone, Severance, Faces of Death, In A Violent Nature 2, Sinners, Cock Samson, Danny Boyle, Candyman, Robert Carlysle, 28 Years Later: The Bone Temple, Nia DaCosta, Yahya Abdul-Mateen II, Watchmen, Black Manta, Chi Lewis-Parry, Satanists and Pagans, Rage Zombies, Iron Maiden, Duran Duran, Jack O'Connell, Alfie Williams, Erin Kellyman, The Teletubbies, Solo: A Star Wars Story, Jimmy Savile, Top of the Pops, Ralph Fiennes, Tony Gilroy, shooting on iphones, never bend the knee, The Demon Dong of Fleet St., My Best Friend Booger, and The Slander Man.Support us on Patreon: https://www.patreon.com/trickortreatradioJoin our Discord Community: discord.trickortreatradio.comSend Email/Voicemail: mailto:podcast@trickortreatradio.comVisit our website: http://trickortreatradio.comStart your own podcast: https://www.buzzsprout.com/?referrer_id=386Use our Amazon link: http://amzn.to/2CTdZzKFB Group: http://www.facebook.com/groups/trickortreatradioTwitter: http://twitter.com/TrickTreatRadioFacebook: http://facebook.com/TrickOrTreatRadioYouTube: http://youtube.com/TrickOrTreatRadioInstagram: http://instagram.com/TrickorTreatRadioSupport the show

“Nothing between my soul and the Savior,…Keep the way clear! Let nothing between.” —C.A. Tindley

"Stick to politics!" netizens scream at us. "Give us more indie musicians!" they shout into the abyss. OK!! we heard you and answered with Maine senate candidate and oysterman Graham Platner answering the hard questions about his controversial tattoo, his time in the military and much more, AND baroque pop sensation Tyler Ballgame with a magical performance of "Sing What I Feel." Support Office Hours, watch or listen to another hour of today's episode with Tyler and star producer Jonathan Rado, a Jim Bruer report from Phil Braun, Tyler Ballgame performing their hit song "Matter of Taste" and much more with OFFICE HOURS+, and get tons of additional content at patreon.com/officehourslive with a FREE seven-day trial.Shop our new merch items at officehours.merchtable.com.Watch the latest season of On Cinema at the Cinema and get tickets to The Certified Five Bags of Popcorn tour before it sells out at heinetwork.tv.Follow Office Hours Live at instagram.com/officialofficehours tiktok.com/@officehourslive & youtube.com/officehoursliveFind everything else officialofficehours.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Can you eat the packaging instead of throwing it away?Hello, hello!In this episode of the Good Garbage Podcast, host Ved Krishna sits down with Naama Nicotara, founder of NakedPak, to explore a radical rethinking of food packaging, one where the wrapper disappears entirely.From her early inspiration to the material science behind algae-based films, Naama shares the journey of building NakedPak and challenging the very idea of what packaging should be. What began as a response to plastic pollution evolved into a bold innovation that merges food, material science, and design.This conversation dives into the realities of building a breakthrough sustainability product. From behavioural shifts and market confusion to food safety certifications and scaling production, Naama explains what it truly takes to move from concept to consumer.Together, Ved and Naama discuss:• The origin story behind NakedPak• Why algae became the material of choice• How edible packaging is developed in the lab• The science behind taste, shelf life, and food safety• Consumer psychology and behavioural change• Market positioning and the blurred line between meal and packaging• Certifications and regulatory hurdles• Accessibility, pricing, and commercial viability• Collaboration and the future of zero waste food systems• The episode closes with a reflection on what it really means to eliminate waste; not by replacing plastic with another material, but by questioning whether packaging is needed at all.

Davide Callegari of Brew York interviews Hugh O'Neill of Alesmith.Visit AllAboutBeer.com for more podcasts, to read original articles, and to get info on upcoming events.Click here to support independent journalism covering the beer industry.This Episode is Sponsored by:RahrBSGRahr The Brewer's Standard™ 2-Row . Take a whiff and catch stray notes of grass and grain. Taste through mild flavors of sweet cereal anddoughy golden bread. Brew with The Brewer's Standard™ 2-Row from Rahr Malting to provide a pale gold foundation for any beer style, allowing you to show off aromatic hops, specialty malts, or expressive yeast strains. Get your hands on Mordant IPA from Ghost Town Brewing to taste a gold-medal IPA made with Rahr The Brewer's Standard 2-Row.Keg LogisticsAs an industry-leading keg management partner, Keg Logistics delivers premium stainless-steel kegs with the flexibility you truly need.Whether you're kegging your first batch or scaling your distribution, choose the program that fits: rent-to-own, flexible term leasing, or pay-per-fill. Get top-quality kegs without massive upfront costs, and terms that grow with you. Thousands of brewers, cider makers, and wineries trust Keg Logistics to keep production flowing. Head to keglogistics.com/allaboutbeer for your custom quote. Keg Logistics – Your Kegs. Your Choice.Stomp StickersStompStickers.com is brewed for budget-conscious brewers. From automatic version discounts to a loyalty program that earns you points across all their product lines, every order works harder for your bottom line. Want even more ways to save? Sign up for their emails and get regular coupon codes delivered straight to your inbox. Visit StompStickers.com and use code FIRSTRUN for 15% off your first order.OllieThis episode was proudly brought to you by Ollie and Ekos. Better together, our craft beverage software has saved hundreds of producers time and money this year. Dump the spreadsheets and make the switch in 2026. Discover what it feels like to run your beverage business with less broken formulas and more peace of mind. Visit saynotospreadsheets.com to start your better brewery journey today!All About BeerAt All About Beer, we're honored to share the stories that define the beer community, and we couldn't do it without the generous support of our underwriting sponsors. Their commitment helps sustain independent beer journalism, allowing us to highlight the people, places, and passion behind every pint. Their partnership ensures these stories continue to inspire, connect, and celebrate the craft we all love. Join our underwriters today and help make an impact on independent journalism covering the beer industry.Host: Antoine Kerrec Guest: Rowan van DijkSponsor:  RahrBSG, Keg Logistics, Stomp Stickers, All About BeerTags: Brewing, Stouts, Non-alcoholicPhoto Credits: Rowan van Dijk and Antoine KerrecThe following music was used for this media project:Music: Hip Hop Intro 06 by TaigaSoundProdFree download: https://filmmusic.io/song/9533-hip-hop-intro-06License (CC BY 4.0): https://filmmusic.io/standard-licenseArtist website: https://linktr.ee/taigasoundprod ★ Support this podcast on Patreon ★

This is part 3 of 3 talks by Dr. Nathan Jacobs about the "nones", the religiously unaffiliated, a group that has grown dramatically over the past two decades and about which Dr. Jacobs has done research, culminating into the documentary called Becoming Truly Human.Watch part 1: https://youtu.be/vun_XtxDt5E?si=8uHdje7CpTHNAa8v Watch part 2: https://youtu.be/XPlTK33zmcs?si=sY32QQCva2QGPpCK In this talk, Dr. Nathan A. Jacobs discusses how we, as believers, can engage the “nones” and “dones”. He explains why the religiously unaffiliated don't talk about religion, and argues that the real crisis isn't simply atheism, but disillusionment and cultural hypnosis. A major threat to our faith, as with so many aspects of human life, is our technology and the sense it can create of being a cognitive minority. How can we talk about religion with people who are disaffiliated? How can we help families and members of our own church to prevent disillusionment?Do you want to watch the Becoming Truly Human documentary? Watch it along with other exclusive content on Jacobs Premium. Use code: LEWIS to get a discount on the highest tier of support: https://www.thenathanjacobspodcast.com/ Watch this episode on YouTube: https://youtu.be/5_LcdMbopjgTimestamps:00:00 - Preview01:43 - Introduction to this series01:50 - Start of talk02:32 - The secret believer05:59 - A safe space to talk08:26 - Nones rarely talk about religion11:51 - Ask them about their journey16:45 - Addressing their presuppositions22:43 - Taste and see25:48 - The dones27:50 - Keeping Orthodox folks from leaving the church29:27 - A reading from Narnia39:28 - A cognitive minority43:56 - Digital experience48:24 - Approaching research about the dones55:54 - Q&A and discussion56:16 - Q: On resources58:45 - Q: Why does the Orthodox also produce nones and dones?01:07:23 - Q: Why people leave church despite believing01:12:37 - Q: Open to differences01:15:43 - Q: Humility and listening01:16:41 - Q: Catechesis01:19:39 - Q: Moral problems with the Bible======================================All the links:The Theological Letters Substack: https://nathanajacobs.substack.com/Instagram: https://www.instagram.com/thenathanjacobspodcastX: https://x.com/NathanJacobsPodFacebook: https://www.facebook.com/nathanandrewjacobsAcademia: https://vanderbilt.academia.edu/NathanAJacobsListen and please review the podcast elsewhere:Spotify: https://open.spotify.com/show/0hSskUtCwDT40uFbqTk3QSApple Podcast: https://podcasts.apple.com/us/podcast/the-nathan-jacobs-podcast

“Nothing in this world measures up to the simple pleasure of experiencing the presence of God.” —A.W. Tozer 

Some planners execute a vision. Natalie Kiran Laskowski and Chelsea Leigh Wenner of Kiran + Leigh are the vision. In this episode of The Business of Luxury Weddings, the co-founders of one of the most quietly compelling destination wedding studios in the country sit down with hosts James Christianson and Otto to talk about what it actually takes to build something with taste — and keep it that way. How they left a firm, launched a brand during a pandemic, and decided early on that they would never compromise on quality, creativity, or each other. They talk vendor relationships, editorial design, the guest experience as the true measure of luxury, and the kind of partnership that only works when the friendship comes first. No formulas. No repeats. Just two women who built exactly what they set out to build.

Create Without Consequence with The PhroneticThe Phronetic is a Colombian-born, Brooklyn-raised producer, composer, and creative director who emerged from the live beat-making scene around 2017. Since then he's built a career spanning music, videography, and branded content — and in 2023 launched a creative agency merging both.In this episode we get into making music that invites rather than overwhelms, developing taste through repetition, the real cost of grind culture, and what success actually looks like when you stop measuring it by numbers.Three things to take away: Invitation beats force. Taste is built through doing. Sustainability is the long game.If this resonated, the ProducerHead Substack goes deeper — essays, loops, and resources for producers who want to create with more clarity and less noise. Free to subscribe, and there's more waiting for you when you do.[Subscribe at producerhead.substack.com]Chapters:00:00 – The Instrumental Dilemma00:26 – Welcome from Mexico City01:34 – Music as Invitation, Not Force02:55 – The Remix Turning Point04:33 – Why Lyrics Connect Faster06:41 – The Connecticut Breakthrough Moment08:23 – Can Taste Be Taught?09:44 – Learning Tools vs. Having Vision10:28 – Teaching Production Like Language12:11 – Perfectionism and Sound Selection13:47 – Creation vs. Organization Sessions15:53 – Limiting Tools to Build Identity16:39 – Excuses, Blocks, and Self-Doubt17:21 – Working Alone vs. Collaboration19:52 – 10 Years In: Rethinking the Grind21:05 – Early Instagram and Finger Drumming23:48 – Burnout, Health, and the Cost of Overwork25:10 – Pressure and Public Deadlines26:39 – Where Pressure Really Comes From26:46 – Is Success in Your Control?28:15 – How Success Evolves Over Time30:58 – From Beats to Video Editing33:06 – High-Level Video Advice34:52 – Visual Identity and Differentiation37:05 – Do You Even Need to Make Content?38:33 – The Five Minute Rule and Inertia40:22 – Aesthetic Shifts in the Beat Community43:04 – Building a Visual Identity from Color46:07 – YouTube University and Self-Education48:04 – Be Careful What You Consume49:10 – Advice to Younger Self50:33 – Quick Hits53:51 – Upcoming Projects and Where to Follow55:12 – The Creative Act and Final Thoughts56:17 – Closing Reflections and OutroConnect with The Phronetic: YouTube, Instagram, Spotify — @thephroneticConnect with Toru: @torubeat Get full access to ProducerHead at producerhead.substack.com/subscribe

Hasan sits down with professional climber, Alex Honnold, to talk about what he’s actually afraid of, his most recent climb of Taipei 101, and, most importantly, how to upgrade his red carpet poses. Let's cut through the noise together. Go to https://groundnews.com/hasan to subscribe and get 40% off the unlimited access Vantage Plan, which breaks down to just $5/month with my discount.Taste the love all month at Whole Foods Market!Find exactly what you’re booking for at https://Booking.com. Book today on the site or in the app.

Look back and thank the Lord; look ahead and trust the Lord; look up and talk with the Lord.

This week we discuss what we would want on an ultimate sandwich. We also discuss whether the Apostle Paul believed in penal substitutionary atonement, whether current political policies might be considered 'Christian', and whether God really needs or wants to be praised all the time. Plus: what kind of communion bread is the best?

In this themed discussion episode, host Jen Van Horn leads a wide-ranging conversation about defining "good taste" in the creative industry.This episode covers:"Good taste" as a buzzword: The phrase has become overused and under-defined, leaving emerging artists frustrated with no clear benchmark to work toward — especially as it increasingly comes up in conversations about standing out from AI.Taste is subjective and cyclical: What's considered good taste today was often criticized or rejected in the past, from the Impressionists to flashy gradients finding their way into major brand campaigns. Taste shifts constantly and no single standard holds forever.Taste vs. experience: Rather than an innate quality, taste is better understood as accumulated experience — the ability to discern, articulate, and connect creative decisions to context and audience over time.Soul over technical perfection: Technical correctness gets work into consideration, but distinctiveness and personal voice are what make it stand out. Pursuing perfection at the expense of finishing and sharing work can actively hold artists back.Don't chase trends: By the time you arrive at a trend, it's already moved on. Learning from trends is valuable, but building a point of view is more sustainable than following someone else's agenda.Good taste in client work is a conversation: In freelance and client contexts, taste is less about personal aesthetic and more about listening carefully, mirroring client language, and aligning creative vision with their goals through the discovery process -but also recognizing when you're not the right fit!Artist vs. designer distinction: Personal artistic expression and client work operate by different rules. When working for a client, the job is to solve their problem — separating that from personal art practice is a healthy and necessary boundary.Upcoming Events/Schedule:Next week: Open discussion on branding and marketing strategies, hosted by Lee SmaltGame night: March 4th (Gartic Phone)Visit MondayMeeting.org for this episode and other conversations from the motion design community!SHOW NOTES:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monday Meeting Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MondayMeeting Newsletter⁠⁠“Good Taste” LinkedIn Discussion

Here's your local news for Tuesday, February 24, 2026:We'll learn how to tell the difference between Madison police officers and ICE,Detail a new course at UW Law School that's blending legal theory with lived experience in the criminal justice system,Meet a county board candidate who wants to provide housing and workforce services at a "veterans village,"Talk butter price gouging,Sit down with the editor-in-chief of TASTE – a WORT alum,Get ready for baby season at the Wildlife Rehabilitation Center,And much more.

Y’all asked — we delivered. The Wake Up Call: Country Hoedown Weekly is your backstage pass to the biggest stories in country music, delivered with the humor, energy, and rowdy charm only Scotch, Tank, and Mandy can bring. Each episode breaks down the top Taste of Country headlines, then transforms the news into a full-on square-dance showdown with our signature Hoedown Call. If country news had a dance floor, this podcast would be leading the line. Fun, fast, and unmistakably Froggy.See omnystudio.com/listener for privacy information.

Mrparka's Weekly Reviews and Update Week 459 (02.28.2026) (Picture of a Nymph, Rockers 4K)www.youtube.com/mrparkahttps://www.instagram.com/mrparka/https://twitter.com/mrparka00https://www.facebook.com/mrparkahttps://letterboxd.com/mrparka/https://www.patreon.com/mrparkahttps://open.spotify.com/show/2oJbmHxOPfYIl92x5g6ogKhttps://anchor.fm/mrparkahttps://podcasts.apple.com/us/podcast/mrparkas-weekly-reviews-and-update-the-secret-top-10/id1615278571Time Stamps 0:00“Rockers” 4K Review - 0:13“The Taste of Violence” Blu-Ray Review - 5:24“Japan's Done” Blu-Ray Review- 9:48“Bubble Bath” Blu-Ray Review - 14:43“She Shoots Straight” Blu-Ray - 18:20“Picture of a Nymph" Blu-Ray Review - 23:551983 “Blood Beat” Blu-Ray Review - 28:351983 “Esprit D'amour” Blu-Ray Review - 35:071983 “Qualen” Blu-Ray Review - 38:461983  “Yor: The Hunter from the Future” Blu-Ray Review - 42:501983 “The Serial Rape Murderer” Review - 46:36Patreon Pick “Cream Soda & Milk" Review - 51:19Questions/Answers/ Comments- 54:30Update  59:0422 Shots of Moodz and Horror – https://www.22shotsofmoodzandhorror.com/Podcast Under the Stairs – https://tputscast.com/podcastVideo Version – https://youtu.be/uRALjJzPKToUpdateBlu-RayCurse of Frankenstein 4KRabid 4KFade to Black 4KLinks MVD Rewind Collection - https://www.facebook.com/MVDRewindCollection/Rockers 4K- https://mvdshop.com/products/rockers-2-disc-collectors-edition-4k-ultra-hd-blu-ray-4k-ultra-hdRadiance Films - https://www.radiancefilms.co.uk/Wicked Games: Three Films by Robert Hossein - https://www.radiancefilms.co.uk/products/wicked-games-leJapanese Godfather Blu-Ray - Deaf Crocodile - https://deafcrocodile.com/Bubble Bath Blu-Ray - https://mvdshop.com/products/bubble-bath-blu-ray88 Films - https://88-films.myshopify.com/She Shoots Straight Blu-Ray - https://mvdshop.com/products/she-shoots-straight-blu-rayPicture of a Nymph Blu-Ray - https://mvdshop.com/products/picture-of-a-nymph-blu-rayVinegar Syndrome - https://vinegarsyndrome.com/Blood Beat Blu-Ray - https://vinegarsyndrome.com/products/blood-beatEsprit D'amour Blu-Ray - https://www.blu-ray.com/movies/Esprit-Damour-Blu-ray/302304/Magic, Myth, Mutilation - The Miroc Budget Cinema of Michael J. Murphy - https://www.powerhousefilms.co.uk/products/magic-myth-mutilation-the-micro-budget-cinema-of-michael-j-murphy-1967-2015-leYor: The Hunter from the Future Blu-Ray - https://www.blu-ray.com/movies/Yor-the-Hunter-from-the-Future-Blu-ray/177471/The Serial Rape Murderer IMDb - https://www.imdb.com/title/tt0142799Cream Soda & Milk YouTube - https://youtu.be/6ca2qlRAZRY?si=vcQoCQKPSRHKRJGYFilm Notes Rockers 1978 Directed by Ted BafaloukosThe Taste of Violence 1961 Directed by Robert HosseinJapan's Don 1977 Directed by Sadao NakajimaBubble Bath 1979 Directed by György KovásznaiShe Shoots Straight 1990 Directed by Corey YuenPicture of a Nymph 1988 Directed by Wu MaBlood Beat 1983 Directed by Fabrice A. ZaphiratosEsprit D'amour 1983 Directed by Ringo Lam Ling-TungQuälen 1983 Directed by Michael J. MurphyYor: The Hunter from the Future 1983 Directed by Antonio MargheritiThe Serial Rape Murderer 1983 Directed by Yojiro TakitaCream Soda & Milk 1981 Directed by Rachel Zen

In this episode, Pastor Paul breaks down the essence of Psalm 34:8, "Taste and see that the Lord is good." It is one thing to sit through a sermon about the nature of God, but it is another thing altogether to experience it firsthand. We explore the distinction between observing and "tasting" God's word.With laughter, biblical insights, and personal anecdotes from childhood experiences of "holy moms" to conquering health struggles with peace, this podcast episode provides a guide for anyone feeling overwhelmed by fear or doubt. Find out how to swap out the negative "movies" playing in your mind for the shielding peace of God.

On this episode of The Spindle, Marc and John break down A Taste of Honey's "Boogie Oogie Oogie." They describe how Janice-Marie Johnson and Perry Kibble brough this disco—or is it funk?—classic into being. 

Ever since man was expelled from the Garden, he's been trying to pretend he's in the “in” crowd. 

If you're a leader in game dev who feels stuck, able to spot problems but struggling to make a real difference, there is a path forward that levels up your leadership and accelerates your team, game, and career. Sign up here to learn more: https://forms.gle/nqRTUvgFrtdYuCbr6 Is your "culture fit" interview actually just a trap for hiring clones? We tackle the paradox of culture in game development. While many studios are abandoning "culture fit" to avoid echo chambers and bias, ignoring it entirely can lead to toxic hires that destroy trust and decision-making. Ben breaks down the two distinct types of culture—Taste vs. Operating System—so you can hire for high-stakes collaboration without sacrificing diversity of thought. In this episode, you'll learn: Why hiring "clones" feels good short-term, but creates blind spots that stall real problem-solving How to separate Taste Culture (optional vibes) from Operating System Culture (non-negotiables that ship work) How different decision-making and feedback models work, and how to choose the right one for your studio If you're a lead or founder torn between team diversity and everyone "just getting it," this episode gives you a clear framework to balance both—protecting your team's operating system without creating an echo chamber. Connect with us:  

Taste of wishes will take place Thursday, March 26th at Aitoro Appliance! Join local award-winning, celebrity chefs and wish kids for an evening of food, fun, and celebrating local wishes!

Scrubs revival, TikTok woman lists attributes for her potential suiter, robot attacks garden, new fun game involving balls and fire, lawn darts, things couples argue about — plus more news. Plus, joining us in the studio today, Chamber of Commerce President and CEO Glen Brewer stops by to talk about the Community Impact Luncheon, Taste of Aggieland, New Member Orientation for the Chamber, Business After Hours, ribbon cuttings, and more. 

  Investing and cultural differences with Remco Coerman Remco Coerman is a Strategic Advisor in Wealth Protection & International Investment Structures, specializing in helping internationally mobile individuals and families safeguard assets across jurisdictions. In this episode, we explore how investing and cultural differences shape financial decision-making, risk perception, and long-term planning strategies. Remco explains that successful cross-border structuring is not just about tax efficiency or legal vehicles, but also about understanding how investing and cultural differences influence trust, governance, and intergenerational wealth transfer. Drawing on decades of experience, he outlines practical frameworks for aligning strategy with mindset, demonstrating why mastering investing and cultural differences is essential in a globalized financial landscape. His tips to become more culturally competent are: Listen to the other person (we're both Dutch and we're right), keep your mouth shut. Keep your own opinion to yourself. "If you ask me..." but nobody wants to hear this, and nobody is asking you. Look for a life partner outside your own country. It will give you a wealth of experience. Links mentioned in the podcast: https://www.epicedges.group https://www.linkedin.com/in/remcocoerman/ Want to avoid the most common mistakes when working internationally? Read this article. Investing and cultural differences with Remco Coerman More stories and culture can be found here. Culture Matters The Culture Matters Podcast on International Business & Management Podcast Build your Cultural Competence, listen to interesting stories, learn about the cultural pitfalls and how to avoid them, and get the Global perspective here at the Culture Matters podcast on International Business. We help you understand Cultural Diversity better by interviewing real people with real experiences. Every episode there is an interview with a prominent guest, who will tell his or her story and share international experiences. Helping you develop your cultural competence. Welcome to this culture podcast and management podcast. To Subscribe to this Management Podcast, Click here. The Culture Matters Culture Podcast. Available on iTunes and Stitcher Radio Click here to get the podcast on Spotify Talk to your Amazon Alexa and listen to the Podcast Listen directly on Amazon If you have a minute, please leave me an honest rating and review on iTunes by clicking here. It will help the visibility and the ranking of this culture podcast on iTunes immensely! A BIG THANK YOU! Enjoy this FREE culture podcast! Music: Song title - Bensound.com More Ways of Listening: Get a Taste of How Chris Presents, Watch his TEDx Talk     Name Email Address Phone Number Message 2 + 2 = Send Call Direct: +32476524957   European Office (Paris) Whatsapp: +32476524957   The Americas (USA; Atlanta, GA; también en Español):  +1 678 301 8369 Book Chris Smit as a Speaker If you're looking for an Engaging, Exciting, and Interactive speaker on the subject of Intercultural Management & Awareness you came to the right place. Chris has spoken at hundreds of events and to thousands of people on the subject of Cultural Diversity & Cultural Competence. This is What Others Say About Chris: “Very Interactive and Engaging” “In little time he knew how to get the audience inspired and connected to his story” “His ability to make large groups of participants quickly and adequately aware of the huge impact of cultural differences is excellent” “Chris is a dedicated and inspirational professional” In addition, his presentations can cover specific topics cultural topics, or generally on Cultural differences. Presentations can vary anywhere from 20 minutes to 2 hours and are given worldwide. Book Chris now by simply sending an email. Click here to do so. Read more about what Chris can do for you. Percentage of People Rating a Presentation as Excellent 86% 86% Rating the Presentation as Practical 89% 89% Applicability of Chris' presentation 90% 90% About Peter van der Lende Peter has joined forces with Culture Matters. Because he has years and years of international business development experience joining forces therefore only seemed logical. Being born and raised in the Netherlands, he has lived in more than 9 countries of which most were in Latin America. He currently lives in Atlanta, Georgia (USA) with his family. You can find out more at https://expand360.com/ Or find out what Peter can do for you here.

They say the atheist's holiday is April 1. But did you know the atheists also have a psalm? 

Taste - A Bashment Boat Ride (Energie Tuesdays) by Level Vibes

The Taste Of TruthBecome a supporter of this podcast: https://www.spreaker.com/podcast/darkest-mysteries-online-the-strange-and-unusual-podcast-2026--5684156/support.Darkest Mysteries Online

Send a textFollow the hosts on Instagram @alonbenjoseph, @scarlintheshire, @davaucher and @robnudds.Thanks to @skillymusic for the theme tune.

How did High West Distillery evolve from a small Utah blending house into one of the most innovative names in American whiskey? In this educational deep-dive interview, Isaac Winter shares exclusive insights into High West's 20-year journey—revealing the blending philosophy, mash bill strategies, barrel experiments, and proofing techniques that define the brand today.From early craft beginnings to developing in-house distillate and bold limited releases, Isaac explains how agility fuels innovation. Learn how High West layers mash bills—like 60/40 corn and malted barley with rye accents—into complex, balanced expressions. Discover the details behind their reimagined cask strength release, barrel selection strategy, fermentation profiles, and how proof impacts flavor.We also explore High West's cutting-edge collaborations, including cacao-infused barrels and specialty barrel work with Kelvin Cooperage, known for delivering marshmallow and graham cracker notes.Whether you're a bourbon enthusiast refining your palate, a collector tracking limited releases, or an industry insider seeking behind-the-scenes production insight, this episode delivers actionable knowledge to elevate your whiskey game.If you want to understand how sourcing, blending, barrel finishing, and innovation shape the future of American whiskey, this conversation is essential listening.The future of American whiskey is evolving—and High West is helping lead the charge.

This segment is titled "How to Make Spanakopita." A Love Letter to Greece's Flakiest PieClose your eyes and imagine this: you're sitting at a tiny marble table in a narrow Plaka alleyway. The sun is warming the back of your neck, a cat is napping lazily at your feet, and someone across the street is playing a bouzouki. Then, the waiter places a plate in front of you. It's golden. It's shattering into a thousand buttery leaves as you look at it. Steam rises from a blanket of spinach and feta, carrying the scent of fresh dill.That, my friends, is spanakopita. And I am about to show you how to capture that exact moment in your own kitchen.Spanakopita literally translates to "spinach pie," but that's like calling the Mona Lisa a painting of a woman. It is the iconic pie of Greece, a dish that bridges the ancient and the modern.Long before phyllo existed, the Greeks were making "pites"—rustic pies filled with wild greens foraged from the hillsides. They called these greens chorta, and they have been a staple of the Greek diet for thousands of years. It was peasant food, yes, but it was also genius: a way to take the earth's free bounty and turn it into a hearty meal.The game-changer came later, during the years of the Ottoman Empire, when the art of stretching dough until it was as thin as a "leaf" (phyllo in Greek) was perfected. When that tissue-thin dough met the ancient filling of greens and cheese, spanakopita as we know it was born. It became the food of celebration, of fasting during Lent (using olive oil instead of butter), and of every family gathering where Yiayia would roll up her sleeves and work her magic.Every Greek grandmother has a secret. Some add a splash of sparkling water to the filling to keep it light. Others swear by a tiny grating of nutmeg—just a whisper—because nutmeg has a bizarre and wonderful ability to make spinach taste more like itself . And then there is the ultimate debate: butter or olive oil for the phyllo? Butter gives you that rich, diner-diner golden crisp. Olive oil gives you a more rustic, savory, and traditional "Lenten" version.But the one rule everyone agrees on? Squeeze your spinach. If you don't wring every drop of water out of the cooked greens, you will end up with a soggy bottom, and in the world of pie, that is the only unforgivable sin. Here is a tested recipe for you to attempt in the privacy of your kitchen.Alright, enough talk. Let's cook. We are going to make a big, glorious, pan-sized spanakopita that feeds a crowd and makes you look like a hero. Don't be scared of the phyllo. It's easier to tame than you think.Part 1: The Green Gold (The Filling)We start with the heart of the dish. Grab your largest skillet and set it over medium heat. Glug in about ¼ cup of good olive oil. Toss in one large chopped onion and let it sweat until it's soft and see-through.Now, the main event. You need two pounds of fresh spinach. Wash it well—spinach is sandy, and nobody wants a gritty pie. Pile it into the pan. It will look like an impossible mountain. Don't panic. Grab your tongs and start turning it. Within minutes, that mountain will collapse into a vibrant, dark green valley of goodness.Here is where you have to be ruthless. Dump the spinach into a colander and press down with a spoon. Press hard. Let it sit and cool while you prepare the rest. The liquid you discard is the only thing standing between you and crispy phyllo glory.In a big bowl, crumble 8 ounces of feta cheese. Use the good stuff—the briny, creamy blocks from Greece. Crack 2 eggs, chop a big handful of fresh dill and parsley, and add a pinch of nutmeg (if you're feeling like a Yiayia). Now, grab that cooled spinach, squeeze it again (yes, again), roughly chop it, and throw it into the bowl. Mix it all up. Taste it. Add a crack of black pepper, but be careful with salt—feta is salty enough.Read full recipe More PodcastsFK Newsletter SimVal Media, USA

Welcome to another episode of Spooky Gay Bullsh!t, our weekly hangout where we break down all of the hot topics from the world of the weird, the scary, and issues that affect the LGBTQIA2+ community!This week, we cover: a former high school principal gets caught practicing hypnosis on students, a climber in Austria goes to court for leaving their partner to die, that time the ocean borrowed one woman's prosthetic leg for almosta year, one man's battle to mark the delineation between a boneless chicken wing and a nugget, and a story containing great life advice for all stunt queens in the audience!See you next Friday for more Spooky Gay Bullsh!t! Join the Secret Society That Doesn't Suck for exclusive weekly mini episodes, livestreams, and a whole lot more! patreon.com/thatsspookyGet into our new apparel store and the rest of our merch! thatsspooky.com/storeCheck out our website for show notes, photos, and more at thatsspooky.comFollow us on Instagram for photos from today's episode and all the memes @thatsspookypodWe're on Twitter! Follow us at @thatsspookypodDon't forget to send your spooky gay B.S. to thatsspookypod@gmail.com  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today on episode 296 Rick, Chris, and Josh are together and they are talking Turkey! The guys go over their recent visit to the NWTF expo and expectations that others have. The guys go over their plans for the season and pieces of advice that may help you to get up and get out in the woods for spring thunder! Topics Include: Overview of NWTF Turkey season plans for the guys Getting young ones out in the woods Chris and Josh's turkey tour A potential for Osceola's and public land slam WMA regulations and keeping up to date with your state regulations Take time to visit out sponsors! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Hawke Optics - Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ USE CODE MHP15 AT CHECKOUT FOR A DISCOUNT! Latitude Outdoors - Click ⁠⁠⁠⁠HERE!⁠⁠⁠⁠ Satties LLC - Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ We would love to hear your thoughts on this one as well so feel free to hit us up in the email or send us a message! If you haven't already check out our YouTube page and subscribe! As always if you enjoy listening to the podcast please like, share, and give us 5 stars on any of the major podcast platforms we are found on. Hear something we missed? Let us know what we are doing wrong or doing right, or if you have a question; Email us at Richardcates@themobilehuntersexpo.com Happy Hunting and Tight Lines! Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another episode of Bar Cart Friday! This week we're joined by Above Board — makers of premium zero & low sugar flavored liqueurs that are changing the way we enjoy cocktails without the sugar crash.

Our Lord is “a sun” (Ps 84:11). That's illuminating, isn't it! So no need to dwell in the dark.

D&P Highlight: 'So pungent, you can taste it.' full 398 Thu, 19 Feb 2026 19:57:00 +0000 ikCIokcEoKnYhEoTDd3ndML7i9uJZSdJ news The Dana & Parks Podcast news D&P Highlight: 'So pungent, you can taste it.' You wanted it... Now here it is! Listen to each hour of the Dana & Parks Show whenever and wherever you want! © 2025 Audacy, Inc. News False https://player.amperwavepodcasting.com?feed-li

Taste test!See omnystudio.com/listener for privacy information.

In the 175 episodes of the Coffee Sprudgecast, only a few are truly dedicated and earnestly focused on that most imporant of concepts: Proof of Taste. And on the latest episode, we take proof of taste to 100. Only the flavors matter. Only the best brew will do. Are you on the list? Are you ready to prove your taste once and for all?? On this week's episode of the Coffee Sprudgecast, hosts Jordan Michelman and Zachary Carlsen start by brewing coffee using a gorgeous ceramic Vandola that was thrown, glazed, and fired in Costa Rica. Then we dive into the world of Scenery Coffee, the London-based coffee company that just took home top honors in the Notable Roaster category at the 17th Annual Sprudgie Awards. Experimental processing, traditional brewing methods, coffee and coffee gear from near and far: truly this episode has it all…and then some! A little more on this incredible vessel you see above, courtesy of Coffee Balam, who sent us their beautiful Vandola Coffee Brewer designed by Minor Alfaro Alpízar along with their Alfaro Master Roast coffee blend of Catuai and Caturra grown and processed on Costa Rica's Nicoya Peninsula. Together they made a gorgeous, smooth, and beautiful brew. Coffee Balam donates five percent of proceeds to support cultural preservation projects in the Chorotega community. Trying this brewer + roaster combo was a total surprise to us, and we were thrilled to have such a cool concept come in through the general contact form at Sprudge. If you out there in Sprudge land reading this have something incredible you'd like to send our way for future consideration on the pod, get in touch! Meanwhile, Scenery Coffee took home top honors at our global voted Sprudgie Awards, and were kind enough to send along some coffees to sample at Sprudge HQ, with which everyone on team Sprudge was quite impressed. We brewed two of their lovely coffees on this week's episode—India Ratnagiri Estate LAB-6 and Costa Rica Corazón de Jesús "Los Toños" Java—and spent time learning more about both (Scenery's website is excellent). We brewed those coffees this week with the Miir Coffee Hand Grinder, Miir Pourigami brewer, an Acaia Pearl coffee scale, and enjoyed from Slow Pour Supply 2-Way Cups. Check out these coffee tools and other coffee gear at our popular gear hub Coffee Gear! At the end of the day, taste was well and truly proven. Because that's what it's all about. We really can't say it enough. It's all about…proof of taste. 

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

“Our tongue is a messenger that runs errands for our heart. Our words reveal our character.” —C. Swindoll 

When the tv is abundant, we gotta get a taste! Mani is joined by Imani (yay more) and Ashley from the pop culture and reality tv news site Taste of Reality, to talk all the things going on in Reality Tv right now--That first part of the Real Housewives of Potomac season 10 reunion...the mean girls, who should stay and go, and Wendy...whew. There's Traitors talk, Bachelor, and of course the ANTM documentary Mani started and was blown away by.All that and SO much more up in The Mix!Ashley and ImaniThreads/Instagram- @tasteofrealityYoutube- @tasteof_realityMani- @mixingwithmani (IG & Threads)TMWM Visuals and Ad-Free Eps- Patreon.com/mixingwithmani

Today, in an episode of California Foodways we visit a Halal market in San Bruno that helps Bay Area Muslims with their fasts, and breaking them. Then, a taste of very specific flavors to fight homesickness.

00:00 Cold Open & ETHDenver for Republicans 00:29 Mar-a-Lago Check: World Liberty Financial Summit Explained 02:16 Who's Showing Up: Brian Armstrong, FIFA, Kevin O'Leary & the Weird Guest List 03:58 What Even Is ETHDenver?  04:55 Brian Armstrong vs Bryan Johnson 06:55 RFK + Kid Rock 'Wellness' Video: Cold Plunge Fever Dream 11:28 Sponsor Break: Octant's Vaults, Grants, and Migration Day! 12:54 MrBeast Business Breakdown: Media Revenue vs Products vs Marketplace 19:02 MrBeast Expansion Mode: Step Banking App, Beast Mobile, and Trust Issues 19:51 Big Fundraises: Thrive's $10B and Dragonfly's $650M (Stablecoin Thesis) 23:03 AI Agents That Pay Their Own Compute: Wallets, Revenue, and Runaway Automation 25:24 Sponsor Break: Anchorage Digital and TGE and Banking Infrastructure 26:37 Jose Joins + Bagel Order Discourse (Scooping Is a Red Flag) 28:42 Logan Paul's $16.5M Pokémon Card Sale & Tokenization Controversy 34:42 Taste Discourse Begins: Paul Graham, 'Clothing Doesn't Matter,' and What Taste Really Is 38:33 Why Great Art Needs a Great Audience (and Better Taste) 40:47 Can Tech Companies Have Taste? Merch, Events & Unreasonable Hospitality 42:01 When "Taste" Becomes a Rigid Aesthetic: Gatekeeping & the Soho-ification Problem 45:32 Taste vs Capitalism: Markets, Monetization, and Letting Culture Marinate 47:58 Addison Rae as the Case Study: Contrivance, Effort, and Building New Pop Culture 50:31 The End of Jobs? Post-AI Work, Experience Creators, and an Abundance Future 55:52 Sponsor Break: Anchorage Digital meets QVC 57:01 Girl Scout Cookie Legend Pim: Viral Funnel, Scarcity, and Storytelling 01:01:29 Inside the Girl Scout Cookie Business: Revenue Split, Volume, and Product Hits 01:09:38 OpenClaw Gets Acquired: Timeline FUD, Open Source Promises, and Anthropic's Miss 01:15:24 Running OpenClaw in Slack: Privacy Fears, Setup, and What It's Actually Good For 01:21:43 Wrap-Up: Hallucinations, Lessons Learned, and Closing Thanks  

You're doing everything right. You're showing up. You're strategizing. You're visualizing. And yet… nothing is moving!! GRRR!!!!  In this episode, we're diving into the REAL reason the stuckness occurs - and it's not what you think, because it's usually a bit more two sided. I call this the "DOUBLE BIND." Part of you wants expansion. The other part doesn't feel safe having it. LET'S DIVE IN!    Join us in the premier Dreamaway Membership for so many resources including 40+ Dreamaway-exclusive tapping sessions (90 minutes of deep-dive subconscious rewiring/EFT tapping), visualizations, 40+ tapping "Money Dates" (abundance programming), daily tapping videos, weekly energy readings, astrological updates, and so much more! https://haleyhoffmansmith.com/dreamaway   @dreamawaymembership on IG   Try a Taste of Dreamaway for FREE: https://www.haleyhoffmansmithprograms.com/offers/y5bMkDqb/checkout   Order my book, You Have the Magic:  https://youhavethemagic.com/  @haleyhoffmansmith on IG/TikTok

Travis Burns is Executive Vice President of Business Development at Remington Hospitality, where he's helping scale the company's third-party management platform. A former aerospace professional turned hotelier, he walked into the Hyatt Regency Tulsa Downtown asking for any job, and built a career spanning sales, operations, and investment strategy. In this episode, he unpacks profit over prestige, luxury's lift, and gut-driven growth. • Why GOPPAR matters more than RevPAR • How to win the GOP war—even if you lose the STR report battle • What your business mix really costs you (and why it matters) • How to know when saying yes is a trap • The intuition advantage in a world drowning in data • Why being first isn't always best in hotel innovation • The real driver behind luxury's post-COVID surge • Why great luxury GMs still have to obsess over labor and cost control • Why new capital—not institutions—may drive 2026 transactions • The one change Travis would make to the industry overnight *** Our Top Three Takeaways Revenue Without Profit Is a Mirage One of the clearest themes in this conversation is Travis's insistence that top-line performance is meaningless without margin discipline. He pushes owners and operators to look beyond RevPAR and focus on GOPPAR, emphasizing that not all revenue is created equal once costs are accounted for. The real work, he argues, is understanding *how* revenue is generated and being willing to sacrifice headline wins in favor of long-term profitability. The K-Shaped Recovery Is Reshaping Hotel Strategy Travis offers a grounded explanation for why luxury and upper-upscale hotels continue to outperform other segments. It's not that affluent travelers are price-insensitive; it's that post-COVID travelers are taking fewer trips and assigning more value to each one. When travel becomes part of the story rather than just a place to sleep, guests are willing to pay more, as long as luxury remains distinctive and doesn't slide into sameness. Say Yes, but Know When and Why On careers and leadership, Travis reframes the familiar advice to "say yes" with an important caveat: every investment of time and effort should come with an exit strategy. Early-career hustle only works when it leads somewhere, whether that's growth, learning, or the next opportunity. Without a clear payoff, ambition turns into exploitation, and knowing the difference is a critical leadership skill. Travis Burns on LinkedIn https://www.linkedin.com/in/travis-burns/ Remington Hospitality https://www.remingtonhospitality.com/ Cayuga Hospitality Consultants https://cayugahospitality.com/ Hive Marketing https://www.hive-marketing.com/ ***Ad Giveaway*** Enter here! https://www.topfloorpodcast.com/win Other Episodes You May Like:  212: Hotel Meth Takedown with Debbie Feldman https://www.topfloorpodcast.com/episode/212 181: Smoky Light Pole with Tommy Beyer https://www.topfloorpodcast.com/episode/181 107: Trash Can Fire with Tracy Prigmore https://www.topfloorpodcast.com/episode/107

In this special episode of Flavors Unknown, Emmanuel Laroche sits down with the Ambassador of Madagascar, Lantosoa Rakotomalala, for a conversation recorded inside the Embassy of Madagascar in Washington, DC. On the day his new book A Taste of Madagascar is released, this discussion explores how Madagascar tells its story through food, biodiversity, and cultural identity. Madagascar is often associated with vanilla. But the island's culinary and economic landscape is far more complex, from zebu and lychee exports to innovative caviar production and a new generation of Malagasy chefs redefining the country's gastronomic voice. Together, they discuss the deeper role food plays in diplomacy, sustainability, and national pride. What you’ll learn from Madagascar Ambassador The ambassador’s role is to protect Madagascar’s interests in the US.Madagascar is the fourth largest island, known for its biodiversity. Many Americans have misconceptions about Madagascar’s location and culture. Tourism in Madagascar focuses on biodiversity and community-based experiences. Vanilla from Madagascar represents 80% of the global market. Zebu is a cultural symbol of wealth and community in Madagascar. Madagascar is innovating in culinary arts, including caviar production. The culinary scene in Madagascar includes unique ingredients like wild pepper and cocoa. Cultural diplomacy is essential for promoting Madagascar’s image abroad. The upcoming book ‘A Taste of Madagascar’ aims to showcase the country’s culinary heritage Chapters 00:00 Introduction and Role of the Ambassador 02:29 Introducing Madagascar: Geography and Culture 04:28 Misconceptions About Madagascar 07:03 Top Attractions in Madagascar 09:29 Culinary Delights: Madagascar’s Unique Flavors 12:21 The Importance of Vanilla and Other Ingredients 14:20 The Significance of Zebu in Malagasy Culture 16:52 Caviar Production in Madagascar 19:43 Personal Culinary Experiences and Favorite Dishes 22:03 Lychee Production and Export 25:09 Cultural Diplomacy and the Upcoming Book 27:31 Conclusion and Future Discussions 42:30 Outro Episode 205.mp3 Beyond the Mic: My Stories in Print A Taste of Madagascar: Culinary Riches of the Red Island invites readers to join me on his unforgettable journey across the island of Madagascar, where a vibrant culture and stunning ecosystem intertwine to create an extraordinary culinary experience. Explore the unique ingredients and traditions that define Madagascar and discover their profound impact on the global culinary landscape. Alongside the captivating stories, the book presents a collection of exciting recipes that showcase the incredible flavors and ingredients of Madagascar. Publication date: Tuesday, January 27, 2026 Pre-order the book here! “Conversations Behind the Kitchen Door” is my debut book, published in Fall 2022. It features insights from chefs and culinary leaders interviewed on the Flavors Unknown podcast, offering a behind-the-scenes look at creativity, culture, and the future of the hospitality industry. Get the book here! Links to most downloaded episodes (click on any picture to listen to the episode) Chef Sheldon Simeon Chef Andy Doubrava Chef Nina Compton Chef Jacques Pepin Links mentioned in this episode Madagascar Embassy in Washington DC SUBSCRIBE TO THE ‘FLAVORS UNKNOWN' NEWSLETTER

John and Soren Talk about all of the Food News thats worth talking about. Thanks for listening!!!

Today, Josh is joined by Mythical Crew member Chase to taste test Doritos...NAKED (and blind). Leave us a voicemail at (833) DOG-POD1 Check out the video version of this podcast: youtube.com/@ahotdogisasandwich To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices