Podcasts about Tesla

Michael's website https://michael-feeley.com/Forbidden Knowledge Network https://forbiddenknowledge.news/ FKN Link Treehttps://linktr.ee/FKNlinksMake a Donation to Forbidden Knowledge News https://www.paypal.me/forbiddenknowledgenehttps://buymeacoffee.com/forbiddenWe are back on YouTube! https://youtube.com/@forbiddenknowledgenews?si=XQhXCjteMKYNUJSjBackup channelhttps://youtube.com/@fknshow1?si=tIoIjpUGeSoRNaEsDoors of Perception is available now on Amazon Prime!https://watch.amazon.com/detail?gti=amzn1.dv.gti.8a60e6c7-678d-4502-b335-adfbb30697b8&ref_=atv_lp_share_mv&r=webDoors of Perception official trailerhttps://youtu.be/F-VJ01kMSII?si=Ee6xwtUONA18HNLZPick up Independent Media Token herehttps://www.independentmediatoken.com/Be prepared for any emergency with Prep Starts Now!https://prepstartsnow.com/discount/FKNStart your microdosing journey with BrainsupremeGet 15% off your order here!!https://brainsupreme.co/FKN15Book a free consultation with Jennifer Halcame Emailjenniferhalcame@gmail.comFacebook pagehttps://www.facebook.com/profile.php?id=61561665957079&mibextid=ZbWKwLWatch The Forbidden Documentary: Occult Louisiana on Tubi: https://link.tubi.tv/pGXW6chxCJbC60 PurplePowerhttps://go.shopc60.com/FORBIDDEN10/or use coupon code knowledge10Johnny Larson's artworkhttps://www.patreon.com/JohnnyLarsonSign up on Rokfin!https://rokfin.com/fknplusPodcastshttps://www.spreaker.com/show/forbiddenAvailable on all platforms Support FKN on Spreaker https://spreaker.page.link/KoPgfbEq8kcsR5oj9FKN ON Rumblehttps://rumble.com/c/FKNpGet Cory Hughes books!Lee Harvey Oswald In Black and White https://www.amazon.com/dp/B0FJ2PQJRMA Warning From History Audio bookhttps://buymeacoffee.com/jfkbook/e/392579https://www.buymeacoffee.com/jfkbookhttps://www.amazon.com/Warning-History-Cory-Hughes/dp/B0CL14VQY6/ref=mp_s_a_1_1?crid=72HEFZQA7TAP&keywords=a+warning+from+history+cory+hughes&qid=1698861279&sprefix=a+warning+fro%2Caps%2C121&sr=8-1https://coryhughes.org/Become Self-Sufficient With A Food Forest!!https://foodforestabundance.com/get-started/?ref=CHRISTOPHERMATHUse coupon code: FORBIDDEN for discountsOur Facebook pageshttps://www.facebook.com/forbiddenknowledgenewsconspiracy/https://www.facebook.com/FKNNetwork/Instagram @forbiddenknowledgenews1@forbiddenknowledgenetworkXhttps://x.com/ForbiddenKnow10?t=uO5AqEtDuHdF9fXYtCUtfw&s=09Email Forbidden Knowledge News forbiddenknowledgenews@gmail.comsome music thanks to:https://www.bensound.com/ULFAPO3OJSCGN8LDDGLBEYNSIXA6EMZJ5FUXWYNC6WJNJKRS8DH27IXE3D73E97DC6JMAFZLSZDGTWFIBecome a supporter of this podcast: https://www.spreaker.com/podcast/forbidden-knowledge-news--3589233/support.

We kick things off in FOLLOW UP with the ongoing "nuclear war" between Automattic and WP Engine, where discovery has revealed Matt Mullenweg's alleged hit list of competitors and a desperate attempt to bully payment processors—because nothing says "open source" like an eight-percent royalty shakedown. Meanwhile, the Harvard Business Review confirmed what we already knew: AI isn't reducing our work; it's just compressing it until we're all working through lunch and burning out faster while Polymarket turns our collective brain rot into a literal "attention market" where you can bet on Elon's mindshare.Transitioning to IN THE NEWS, Elon has officially pivoted SpaceX from Mars to the Moon, presumably because building a "self-growing lunar city" is easier than admitting the Red Planet is hard, though his xAI all-hands rant about "ancient alien catapults" suggests he's been staring at the sun too long. Between X allegedly taking blue-check lunch money from sanctioned Iranian leaders, Meta facing trials for creating "predator-friendly hunting grounds," and Russia finally pulling the plug on WhatsApp, the internet is looking more like a digital dumpster fire than ever. Add in Discord leaking 70,000 government IDs, OpenAI shoving ads into ChatGPT while safety researchers flee the building like it's on fire, and a "cognitive debt" crisis eroding our ability to think, and you've got a recipe for a tech-induced psychosis that even crypto-funded human trafficking can't outpace.In MEDIA CANDY, we're wondering about the soft-core porn intro in the latest Star Trek: Starfleet Academy while Apple buys the total rights to Severance for seventy million dollars—because in-house production is the only way to keep those ballooning budgets under control. Super Bowl trailer season gave us a glimpse of The Mandalorian and Grogu and a Project Hail Mary teaser, while Babylon 5 has finally landed on YouTube for free, proving that even 90s serialized sci-fi eventually finds its way to the clearance bin.Over in APPS & DOODADS, Meta Quest is nagging us for our birthdays like a needy relative, while Roblox had to scrub a mass-shooting simulator—because "AI plus human safety teams" is apparently just code for "we missed it until it hit the forums." Ring's Super Bowl ad for "Search Party" accidentally terrified everyone by revealing a mass surveillance network for pets that's a slippery slope toward a police state, and Waymo is now paying DoorDashers ten bucks just to walk over and close the car doors that autonomous tech still can't figure out.Wrapping up with THE DARK SIDE WITH DAVE, we dive into the Mandalorian Hasbro reveal where Sigourney Weaver's action figure comes with no accessories because her existence is enough of a flex. We explore the grim reality of "RentAHuman," where humans are paid pittance to pretend AI agents are actually doing work, and look at "Trash Talk Audio," which sells a $125 microphone made out of a literal old telephone for that authentic Gen-X "get off the line, I'm expecting a call" aesthetic. From Marcia Lucas finally venting about the prequels and a rare book catalog specifically for our aging generation, we're reminded that while the future is a chaotic mess of "GeoSpy" AI and corporate reshuffling at Disney, at least we still have our cynical memories and some free versions of Roller Coaster Tycoon to keep us from losing it completely.Sponsors:CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSDeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/733FOLLOW UPAutomattic planned to target 10 competitors with royalty fees, WP Engine claims in new filingAI Doesn't Reduce Work—It Intensifies ItPolymarket To Offer Attention Markets In Partnership With Kaito AIIsrael Arrests Members of Military for Placing Polymarket Bets Using Inside Information on Upcoming StrikesIN THE NEWSUnable to Reach Mars, Musk Does the Most Musk Thing PossibleWe'll Find the Remnants of Ancient Alien Civilizations': Read Musk's Gibberish Rant from His xAI All-Hands MeetingElon Musk's X Appears to Be Violating US Sanctions by Selling Premium Accounts to Iranian LeadersMeta Faces Two Key Trials That Could Change Social Media ForeverWhatsApp is now fully blocked in RussiaRussia is restricting access to Telegram, one of its most popular social media apps. Here's what we knowDOJ may face investigation for pressuring Apple, Google to remove apps for tracking ICE agentsDiscord Launches Teen-by-Default Settings GloballyDiscord says hackers stole government IDs of 70,000 usersFree Tool Says it Can Bypass Discord's Age Verification Check With a 3D ModelTesting ads in ChatGPTOpenAI Researcher Quits, Warns Its Unprecedented ‘Archive of Human Candor' Is DangerousOpenAI Fires Top Safety Exec Who Opposed ChatGPT's “Adult Mode”Anthropic AI Safety Researcher Warns Of World ‘In Peril' In ResignationMusk's xAI loses second co-founder in two daysAmerica Isn't Ready for What AI Will Do to JobsMonologue: No, Something Big Isn't ComingThe Scientist Who Predicted AI Psychosis Has a Grim Forecast of What's Going to Happen NextCrypto-Funded Human Trafficking Is ExplodingMEDIA CANDYShrinkingStar Trek: Starfleet AcademyPoor ThingsProject Hail Mary | Final TrailerMinions & Monsters | Official TrailerDisclosure Day | Big Game SpotThe Mandalorian and Grogu | A New Journey Begins | In Theaters May 22Babylon 5 Is Now Free to Watch On YouTubeApple acquires all rights to ‘Severance,' will produce future seasons in-houseOptimizing your TVAPPS & DOODADSTumbler Ridge Shooter Created Mall Shooting Simulator in RobloxHere's how to disable Ring's creepy Search Party featureWaymo Is Getting DoorDashers to Close Doors on Self Driving CarsTikTok US launches a local feed that leverages a user's exact locationApple just released iOS 26.3 alongside updates for the Mac, iPad and Apple WatchTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingWe Call It ImagineeringYour First Look at Hasbro's 'Mandalorian and Grogu' Figures Is Here (Exclusive)I Tried RentAHuman, Where AI Agents Hired Me to Hype Their AI StartupsTrash Talk AudioRoger Reacts to Star Wars - A New HopeMarcia Lucas Finally Speaks Out | Icons Unearthed: Unplugged (FULL INTERVIEW)What's wrong with the prequels?Rare Books, Gen X editionGeoSpyCLOSING SHOUT-OUTSRobert Tinney, who painted iconic Byte magazine covers, RIPBud CortSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mike and EB are heading to Epic Universe for the FIRST TIME and they need YOUR help! In this super interactive episode, the guys dive into a mountain of listener advice for conquering Universal's newest park—and honestly, there's almost too much information (but in the best way possible). Learn insider secrets like which metal detector line is fastest at Stardust Racers, why you should ride Monsters Unchained in the morning before the animatronics start breaking down, which secret password unlocks a hidden menu at the Burning Blade Tavern, and why the Tiki Bar serves dangerously strong mai tais. Plus, could Elon Musk's Boring Company actually build underground Tesla tunnels connecting Epic Universe to the airport?! (Spoiler: Florida is basically a swamp, so... good luck with that.) There's also exciting news about Six Flags Over Texas breathing new life into Mr. Freeze with a complete queue refurbishment, updates on the world's tallest vertical loop being installed on Tormenta, and details about the upcoming SeaWorld Orlando meetup on February 22nd. Whether you're planning your own Epic Universe trip or just love hearing theme park nerds geek out over secret drinks, Easter eggs, and the best strategy for marathon-riding Stardust Racers, this episode is for you!

Oopsie. Looks like we uploaded Frightday Morning from this week initially. Enjoy...the REAL Zodiac Convergence! --------------- This week, mentions of a (Gell-)man(n) in the Epstein files, and his proposed participation in a modern secret society has led us down a rabbit-hole of it's origins, the identify of other members, their possible influence, and maybe even what was on the menu. Want more? Join the Frightday Society, at http://thefrightdaysociety.org   The conversation delves into the enigmatic Zodiac Group, a secret society with historical ties to influential figures like Robert Maxwell and connections to the Epstein scandal. The discussion explores the group's origins, its members, and its potential involvement in UFO research, as well as the interplay between wealth, power, and intelligence. The hosts also touch on the legacy of figures like Tesla and JP Morgan, and how these connections shape our understanding of modern conspiracies.   As a Society Member, you'll have access to all Screamium content (Behind the Screams, It's Been a Weird Week, A Conversation With..., Toast to Toast PM with Wine Kelly, Cinema Autopsy, the Writers' Room, bonus episodes of Captain Kelly's Cryptids & Conspiracies, Byron's Serial Corner, and so much more! You'll also be part of our interactive community dedicated to the advancement of horror, hauntings, cryptids, conspiracies, aliens, and true crime. All things frightening. Keep our mini-fridges full of blood...I mean...not blood...normal things that people drink...by going to http://shop.frightday.com Theme music by Yawns Produced by Byron McKoy Follow us in the shadows at the following places:  @byronmckoy @kellyfrightday @frightday This is an Audio Wool Original.   Zodiac Group, Epstein, secret societies, UFO research, Robert Maxwell, Tesla, JP Morgan, intelligence, finance, conspiracy theories, historical connections

It's February 2026, and everything is happening all at once. In this unfiltered bonus episode, we try to make sense of the polycrisis… from billionaires losing it (looking at you, Benioff), to the Epstein files, to AI potentially developing consciousness, to Tesla pivoting to humanoid robots. We dig into why the people with the most power and money seem to be the most broken, how institutions (including Felicia's own alma mater!) are choosing money over morals, and why this might actually be the reckoning we've been overdue for. Plus: Reggie Watts' optimistic AI theory, the case for dismantling the patriarchy, why capitalism is the connective tissue in all of this, and an honest conversation about aging as women in a world designed to make us hate our wrinkles. Let's get into it! Visit us at InclusionGeeks.com to stay up to date on all the ways you can make the workplace work for everyone! Check out Inclusion Geeks Academy and InclusionGeeks.com/podcast for the code to get a free mini course.

Investors have short memories—until the talk of a “bubble” resurfaces. We take investors on a quick trip down memory lane, discussing the infamous dot-com bubble of the late ‘90s and early 2000s, as well as the housing bubbled that appeared a few years later. These bubbles were fueled by sky-high optimism and wild speculation about transformative technologies. In the dot-com era, investors rushed into any company with a “.com” at the end of its name, confident the internet would change the world. But not all of these companies survived. The lesson is that when a game-changing technology new technology appears, you still have to do your due diligence to come out on top. [bctt tweet="AI stocks are the new #investing gold rush…but are you panning for gold or about to hit a bust? I break down the REAL risks of betting big on #tech giants—and why most #investors miss what matters in a bubble" username="wellensscott"] The Age of AI: Bubble or Breakthrough? The “Magnificent Seven” (Google, Meta/Facebook, Apple, Amazon, Nvidia, Tesla, and Microsoft) are pouring billions into AI. Their 2025 returns, as catalogued by Scott Wellands, were impressive, with the group averaging over 20%, outperforming the S&P 500. Yet, such meteoric rises echo the euphoria of past bubbles. But excitement alone doesn't make a bubble—overvaluation does. Valuation: How Expensive is Too Expensive? A key measure is the price-to-earnings (P/E) ratio, a classic way to judge if a company's stock price is justified by its profits. Take Tesla, for example: at the end of 2025, it traded at roughly $450 per share but earned only $1.50 per share, putting its P/E near 304. Compared to Toyota's P/E of about 10, that's nosebleed territory. The S&P 500's long-term average P/E sits around 20—a point of reference emphasizing just how stretched AI-heavy stocks may be. The Magnificent Seven's average P/E now hovers around 68, more than triple the broader market's historic average and well above the S&P's “other 493” companies. While high valuations don't guarantee a crash, they signal that expectations are sky-high and that disappointment could be costly. Picking Winners, Dodging Losers You can't invest in AI itself; you invest in companies riding the AI wave. History shows many won't make it. That's why betting everything on a few horses is extremely risky, even if their role in AI seems promising today. Over-concentration lurks as a hidden threat. If you own a standard S&P 500 index fund, 35% of your portfolio sits in the Magnificent Seven. For tech-heavy indices like the Nasdaq, that figure climbs to 54%. A stumble for these stars—already started in early 2025—can spell big trouble for portfolios tied too closely to their fortunes. [bctt tweet="No one has a crystal ball for the next #AI bubble—but family stewards can stack the odds. I reveal three ways to build #wealth using AI safely—and why a diversified #portfolio is your family's best hope for lasting wealth" username="wellensscott"] The Case for Global Diversification So how can investors harness AI's upside without exposing themselves to catastrophic risk? In a portfolio spanning thousands of companies worldwide across different sectors and asset classes, your exposure to the Magnificent Seven (and thus to AI) drops to about 20%. This cushions your wealth from the fallout if today's leaders falter and gives you a stake in the next wave of winners, wherever they arise.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über über KI-Panik in der Logistik-Branche, Sensationszahlen für Arista Networks und Silberstreif für Coinbase. Außerdem geht es um CBRE, C.H. Robinson, Expeditors, DSV, Kühne & Nagel, Algorhythm Holdings, Microsoft, Alphabet, Amazon, Cisco, Apple, Lenovo, Applied Materials, Pinterest, Draftkings, Fastly, Heidelberg Materials, Holcim, Deutsche Telekom, T-Mobile US, Mercedes-Benz, Uber, Tesla, BYD, Nio, Xiaomi, Hermes, LVMH und NXP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Lee Camp digs into new evidence that shows the Trump regime is funneling $55 BILLION from a Navy contract to build massive detention facilities across the U.S. Plus, Elon Musk's brother and Tesla board member Kimbal Musk, was set up on a relationship with a victim of Epstein's ring. All that and more! My comedy news show Unredacted Tonight airs every Thursday at 7pm ET/ 4pm PT. My livestreams are on Mon and Fri at 3pm ET/ Noon PT and Wednesday at 8pm ET/ 5pm PT. I am one of the most censored comedians in America. Thanks for the support!

This week, mentions of a (Gell-)man(n) in the Epstein files, and his proposed participation in a modern secret society has led us down a rabbit-hole of it's origins, the identify of other members, their possible influence, and maybe even what was on the menu. Want more? Join the Frightday Society, at http://thefrightdaysociety.org   The conversation delves into the enigmatic Zodiac Group, a secret society with historical ties to influential figures like Robert Maxwell and connections to the Epstein scandal. The discussion explores the group's origins, its members, and its potential involvement in UFO research, as well as the interplay between wealth, power, and intelligence. The hosts also touch on the legacy of figures like Tesla and JP Morgan, and how these connections shape our understanding of modern conspiracies.   As a Society Member, you'll have access to all Screamium content (Behind the Screams, It's Been a Weird Week, A Conversation With..., Toast to Toast PM with Wine Kelly, Cinema Autopsy, the Writers' Room, bonus episodes of Captain Kelly's Cryptids & Conspiracies, Byron's Serial Corner, and so much more! You'll also be part of our interactive community dedicated to the advancement of horror, hauntings, cryptids, conspiracies, aliens, and true crime. All things frightening. Keep our mini-fridges full of blood...I mean...not blood...normal things that people drink...by going to http://shop.frightday.com Theme music by Yawns Produced by Byron McKoy Follow us in the shadows at the following places:  @byronmckoy @kellyfrightday @frightday This is an Audio Wool Original.   Zodiac Group, Epstein, secret societies, UFO research, Robert Maxwell, Tesla, JP Morgan, intelligence, finance, conspiracy theories, historical connections

Are 0DTE (Zero Days to Expiration) options a retail revolution or a "gamma circus"? In this episode of Options Boot Camp, Mark Longo and Dan Passarelli dive deep into the explosion of short-dated equity options and what they mean for your portfolio. From the surge in volume for Tesla and Nvidia to the rise of intraday dispersion trading, the "drill instructors" break down the data and the drama behind the newest craze in the options market. In This Episode: 0DTE Data Crunch: We analyze the massive flow in new single-name daily expirations. Is 35% of Tesla's volume really concentrated in one-day options? Intraday Dispersion: How retail traders are now using 0DTE equity options against index products—and if this marks a new level of market sophistication. The "Crack" Comparison: We share listener feedback on the 0DTE movement, including those who equate it to high-risk habits and those waiting for the "gamma circus" to leave town. Strategy Revamp: Is it time to redo every option strategy through a 0DTE lens? We discuss the viability of daily iron condors and 0DTE butterflies. Digital Gold vs. Bitcoin: A deep dive into whether Bitcoin actually serves as a "digital gold" or if the correlation is a myth. Market Taker Question of the Week: Strike Selection: Dan explains the best ways to set your strikes for covered calls and cash-secured puts depending on whether you want to "skate" or get assigned. "Liquidity begets liquidity. People will spread in and out, and the net volume is only going up from here." — Dan Passarelli Get More Options Education: Visit The Options Insider Check out Market Taker Mentoring Explore Tastytrade

On today's Texas-sized episode of Quick Charge, Tesla Cybertruck owners in the Lone Star state get V2G access, Tesla Model 3 and Y models get WeChat via OTA, and Toyota has an all-new electric Toyota Highlander with up to 320 miles of range! We're also taking a look at a Japanese joint venture involving oil refining giant Idemitsu Kosan and Sumitomo Metal Mining that's helping Toyota scale up its solid-state battery production plus up to $5,000 off and 0% interest financing on new Toyota EVs. Source Links Tesla launches Cybertruck V2G program in Texas, earning money with your truck's battery pack Tesla partners with Tencent to bring WeChat inside over 1 million cars in China Toyota reveals the Highlander EV as first 3-row electric SUV with 320 miles range [Images] Big oil is betting big on Toyota to win the solid-state battery race Toyota is already offering a $5,000 discount and 0% financing on its new EVs find Toyota bZ deals near you (trusted affiliate) find Toyota C-HR deals near you (trusted affiliate) Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Are 0DTE (Zero Days to Expiration) options a retail revolution or a "gamma circus"? In this episode of Options Boot Camp, Mark Longo and Dan Passarelli dive deep into the explosion of short-dated equity options and what they mean for your portfolio. From the surge in volume for Tesla and Nvidia to the rise of intraday dispersion trading, the "drill instructors" break down the data and the drama behind the newest craze in the options market. In This Episode: 0DTE Data Crunch: We analyze the massive flow in new single-name daily expirations. Is 35% of Tesla's volume really concentrated in one-day options? Intraday Dispersion: How retail traders are now using 0DTE equity options against index products—and if this marks a new level of market sophistication. The "Crack" Comparison: We share listener feedback on the 0DTE movement, including those who equate it to high-risk habits and those waiting for the "gamma circus" to leave town. Strategy Revamp: Is it time to redo every option strategy through a 0DTE lens? We discuss the viability of daily iron condors and 0DTE butterflies. Digital Gold vs. Bitcoin: A deep dive into whether Bitcoin actually serves as a "digital gold" or if the correlation is a myth. Market Taker Question of the Week: Strike Selection: Dan explains the best ways to set your strikes for covered calls and cash-secured puts depending on whether you want to "skate" or get assigned. "Liquidity begets liquidity. People will spread in and out, and the net volume is only going up from here." — Dan Passarelli Get More Options Education: Visit The Options Insider Check out Market Taker Mentoring Explore Tastytrade

The sea of green has finally evaporated. On this episode, the All-Star Panel breaks down a brutal day of red on the screen as the S&P 500 flirts with its yearly open. From the sudden VIX pop to the "0DTE-ification" of single stocks, we're breaking down all the action from the pits to the screen. The Trading Block: Market Bloodletting: The S&P, Dow, and NASDAQ are all in the red. Is this a "Buy The Dip" opportunity or the start of a volatility regime shift? VIX Hits 20: Analyzing the spike in volatility and the VIX Decomposition—is the whole surface lifting, or are we just sliding down the skew? 0DTE Dominance: New data reveals that 50% of Tesla's (TSLA) volume is now Zero Days to Expiration. We discuss the impact of daily expirations on single-stock liquidity. Big Tech Carnage: Breaking down the moves in Apple (AAPL), Microsoft (MSFT), and Nvidia (NVDA). The Odd Block: Dollar General (DG): Unusual call activity in the "stealth banger" of the year. AES Corp (AES): Why traders are flocking to utility options amidst the AI power demand surge. Around the Block: Earnings Intel: Pricing the moves for Coinbase (COIN) and Rivian (RIVN). Volatility Death Match 2.0: A preview of the upcoming battle between The Flowmaster Henry Schwartz and Scott Nations. Contact the Panel: "Uncle" Mike Tosaw: St. Charles Wealth Management The "Flowmaster" Henry Schwartz: Cboe Options Institute Mark "The Voice of Options" Longo: The Options Insider

Flip Your Family's Future Upside Down—In the Best Way Possible with host of "Trending in Tesla", Kim Java.FREE 90 Day Guide - https://cutt.ly/ptcQd1y2Get ahead of the 97% and read this episode's takeaway - https://tinyurl.com/ep-kim-java***Connect with Kim Java on X@ itskimjava***WHO IS AXEL?  A business consultant. A real estate investor. A mentor. Avid Tesla fan & investor. AI in the Age of Abundance thought leader. His wife's gardener.

- Mercedes In Dangerous Downward Slide - Nissan Braces for $4 Billion Loss - Geely, BYD and VinFast Bid for Nissan-Mercedes Mexico Plant - BorgWarner Develops Turbine Generator for Data Centers - China Car Sales Plunge as EV Subsidies Vanish - VW ICEs Perform Well While Model Y Sales Crash in China - Price War: China Bans Selling Cars Below Cost - Honda Lends Team USA Its Wind Tunnel

On today's episode, we discuss James's new M‑series iPad and how modern tablets now function as near‑full computers, especially when paired with keyboards, mice, and pro apps like Word and Acrobat. The conversation quickly shifts to Teslas and self‑driving tech, with stories of how fast human driving skills atrophy, how FSD handles rain, potholes, and surprise hazards better than most people, and why the hosts are convinced that within a decade nearly all trucks and many cars will be automated. From there, they zoom out to Elon Musk's broader ambitions: a Moon Base Alpha with domed habitats and rail‑gun satellite launchers, rapid‑reuse rockets, Starlink's dense satellite web, and X as a potential low‑friction global financial platform that could undercut traditional banks while dovetailing with Bitcoin and crypto. Mark breaks down why Bitcoin's mining cost now nears its market value, what that implies about price floors and energy use, and how mining once drove his home power bill to two or three times normal. In the AI segment, the trio tackles autonomous surgery and welding robots, AI‑assisted coding with tools like Claude, Grok, and “vibe code,” social‑media worlds where AI agents train themselves and each other, and the cultural fallout from parasocial AI companions losing the ability to say “I love you.” They close by coining “glass holes” for people abusing smart glasses to record everyone, warning listeners that every profession—from truckers and diesel mechanics to window washers and even medical‑malpractice lawyers—will be reshaped by robots and AI, and urging younger workers to master both their craft and AI tools so they can ride the wave instead of being wiped out by it. Don't miss it!

- Mercedes In Dangerous Downward Slide - Nissan Braces for $4 Billion Loss - Geely, BYD and VinFast Bid for Nissan-Mercedes Mexico Plant - BorgWarner Develops Turbine Generator for Data Centers - China Car Sales Plunge as EV Subsidies Vanish - VW ICEs Perform Well While Model Y Sales Crash in China - Price War: China Bans Selling Cars Below Cost - Honda Lends Team USA Its Wind Tunnel

In this episode, hosts James Kernan and Amy Babinchak dive into practical insights for MSPs and IT service providers, powered by Small Biz Thoughts.They kick things off by tackling the question of the week: What should you say in front of a crowd of 100 decision makers if you only have five minutes? James Kernan and Amy Babinchak share strategies for making a memorable impact and overcoming public speaking nerves—offering actionable tips and stories from their own experiences.The episode also covers important industry news, including Microsoft's cancellation of standalone OneDrive and SharePoint licenses, Apple's stronger-than-expected quarterly results and AI strategy, upcoming server end-of-life dates, and Tesla's surprising shift away from building cars towards humanoid robots.Whether you're looking for advice on public speaking or the latest tech developments, this episode delivers valuable takeaways for MSPs staying sharp in a rapidly evolving landscape. Links:  https://learn.microsoft.com/en-us/partner-center/announcements/2026-januaryhttps://businessof.tech/2026/01/30/record-iphone-sales-and-a-2-billion-ai-acquisition-signal-apples-long-term-control-strategy/https://www.cnbc.com/2026/01/28/tesla-ending-model-s-x-production.htmlhttps://www.canalys.com/insights/top-352-industry-events-msps-vars-channel-ecosystem-professionals     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Obtén 50€ gratis en Octopus Energy: https://bit.ly/4eTLCDg Enlace baliza V16 recomendada: https://amzn.to/3LXPTfF Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Si te gusta nuestro proyecto de podcast recuerda que puedes apoyarnos a través de nuestro PATREON: https://bit.ly/patreonSE y accederás a un grupo exclusivo de Telegram. También lo puedes hacer a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

Just got back from 4 days in Austin, Texas testing Tesla's Robotaxi network. It was very interesting to show the app to my friends and see their reactions and compare the experience with Waymo/Uber. Robotaxi demand was very high because of low prices, and this mean that about 50% of the time I was unable to call a car due to "high service demand", the other 50% of the time Robotaxi was available with a ~15 minute wait time. I'm STOKED to see this expand! It may take some time, but this will truly transform transportation as we know it ... especially if the price sticks! What are your thoughts on the Robotaxi rollout so far.0:00 Just got back from Austin0:40 Official Robotaxi data2:48 Tesla Robotaxi review vs Waymo & Uber4:59 Robotaxi demand is off the charts7:28 Funny Robotaxi Supervisor story9:06 Watching Robotaxi develop over timeMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Modeling Tesla's financials from 2026 through 2030. Going from estimating vehicle sales next year, to robotaxi rollout and then optimus impact later this decade. Do you think Tesla is fairly valued at $1.5T after posting $95B in revenue last year (a slight decline) and 4 years of declining earnings? Are we at the start of a massive turn around where Tesla returns to growth and pumps out massive profits? Let know your estimates for Tesla's financials in the comments.0:00 Back To Reality: Modeling Tesla's Financial's2:06 Tesla 2025 Financials3:25 Tesla 2026 Financial Projections7:26 Robotaxi Financial Projections9:54 Tesla 2027 Financial Projections 11:48 Tesla 2028 Financial Projections12:42 Tesla 2029 Financial Projections15:25 Tesla 2030 Finanial Projections18:02 Is Tesla Fairly Priced at $1.5T?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and this is not financial advice.

In this episode of the Solar Maverick Podcast, Benoy Thanjan sits down with Peter Davidson, CEO of Aligned Climate Capital, to discuss how private capital is driving the deployment of solar projects and climate technologies. Aligned Climate Capital manages approximately $2.1 billion in assets and invests in companies and projects accelerating the clean energy transition. Peter explains how climate-focused investors evaluate opportunities, where capital is flowing today, and what separates bankable projects. What We Covered How Aligned Climate Capital approaches solar and climate investing • What makes a project or company fundable in today's market • The real impact of IRA incentives on capital deployment • How investors think about risk, returns, and execution • The difference between investing in operating assets versus early-stage climate tech • Where the next wave of opportunity lies in clean energy   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Peter W. Davidson Peter Davidson is Chief Executive Officer at Aligned Climate Capital, an asset manager investing in companies and real assets driving the clean energy transition. He leads Aligned's overall strategy and investment direction, building on a career at the intersection of finance, infrastructure, and public policy. Previously, Peter was appointed by the Obama Administration to serve as Executive Director of the U.S. Department of Energy's Loan Programs Office (LPO), where he oversaw a $32 billion portfolio in renewable energy, energy storage, advanced automotive technologies, and other low-carbon technologies. Prior to leading the LPO, Peter was Senior Advisor for Energy and Economic Development at the Port Authority of New York and New Jersey and Executive Director of New York State's Empire State Development Corporation. Before his government service, Peter was an entrepreneur who founded and managed six companies and held leadership roles in the investment banking division of Morgan Stanley & Co. He serves on several boards, including Summit Ridge Energy, Nyle Water Heating Systems, and BrightNight. He is also the chairman of two nonprofit organizations, the J.M. Kaplan Fund and Green-Wood Cemetery. Additionally, he is a member of the CFTC's Climate-Related Market Risk Subcommittee. Peter holds degrees from Stanford University and Harvard Business School. He is based in the New York office.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/   Peter Davidson Website: https://alignedclimatecapital.com/ Linkedin:  https://www.linkedin.com/in/peter-davidson-4b652318/   Please provide 5 star reviews      If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.    Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.   Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn

Prediction markets are exploding in popularity—but most people still don't understand how they actually work. In today's episode, we break down the surge in predictive markets, what they are, how they function, and the big questions traders are asking: Are prediction markets legal? How do they differ from traditional markets? And what risks do they carry for you as a participant? We'll cut through the hype and explain the mechanics behind event-based trading, how pricing reflects probability, and why regulators are paying closer attention. Whether you're looking at political prediction markets, economic-event contracts, or blockchain-based platforms, you need to understand the structure before you risk capital. I'll also answer several viewer questions—including a (slightly delayed!) response to Ed in San Jose about my recent Tesla trade and what was going through my mind during that position. If you're curious about alternative markets and evolving financial structures, this episode is a must-listen. Listen now:

Berg accidentally swapped backpacks with Beto, then talks about how he didn't want to put miles on his leased Tesla, which turns into a whole convo about Priuses - and how he and Kap both used to have one. Back to the Lakers- earlier on Unsportsmanlike, Evan Cohen asked if the Lakers are playing a completely pointless season - and the guys give their thoughts. Windy Wednesday! Brian Windhorst stops by - in between First Take and Rich Eisen - and talks about his attire for the day, the Lakers sitting their entire starting lineup last night, and he lists multiple reasons why Lakers fans should have hope for the rest of the season! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shoot us a Text.Episode #1266: Ford posts its biggest earnings miss in years but bets big on a 2026 rebound. Robotaxis scale nationwide while public trust hangs in the balance. And NADA partners with Northwood to strengthen the next generation of dealership leadership.Ford just posted its biggest quarterly earnings miss in four years and its worst net loss since 2008. But beneath the headline loss, the company's trucks and commercial vehicles are still carrying the load—and 2026 is being framed as a rebound year.The Q4 adjusted EPS (Earnings Per Share) came in at 13 cents versus the expected 19 cents, the largest miss in four years.Revenue remained strong, with $45.9B in Q4 and a record $187.3B for the full year, but about $900M in unexpected tariff costs and aluminum supply disruptions pressured margins.The company reported an $11.1B net loss in Q4 and an $8.2B loss for the full year, largely driven by $15.5B in EV-related special charges and restructuring actions.Ford Pro and Ford Blue have projected 2026 pre-tax earnings of up to $7.5B and $4.5B respectively, while the Model e unit is expected to lose up to $4.5B.CFO Sherry House noted that the Novelis aluminum plant disruption is not expected to fully resolve until mid-2026, meaning the company will continue sourcing alternative supplies at a higher cost.Waymo, Tesla, Zoox and others are racing to scale robotaxis across the U.S., but recent crashes and investigations show that winning public trust may be harder than winning market share.A Waymo vehicle struck a child who ran into the street from behind a parked SUV in California, prompting a federal investigation. Zoox also reported a crash after a driver opened a door into its path. Both companies say their systems reacted appropriately.A majority of Americans say they're unlikely to try a self-driving taxi, though younger consumers are more open to the idea.“When something goes wrong, people don't experience it as a statistical issue — they experience it as a moral and emotional one,” said Professor William Riggs.Northwood University and NADA are teaming up to expand education access for franchised dealers, their employees and their families — with discounted tuition, scholarships and a clear focus on building the next generation of dealership leadership.NADA dealer members can enroll in Northwood's online undergraduate programs at $350 per credit hour, with the benefit extending to eligible spouses and dependents.Northwood's DeVos Graduate School is offering 20% MBA tuition scholarships, discounted master's programs and up to $15,000 toward a Doctor of Business Administration.Both organizations say the goal is strengthening the leadership pipeline in a people-driven, capital-intensive retaiJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

In this episode of the Simple and Smart SEO Show, Crystal Waddell and Crystal Ortiz dive deep into the psychology behind consumer decision-making and how that translates into smarter, more effective SEO strategies. They explore the importance of relationship-building over time, understanding customer buying cycles, and using AI as a strategic assistant, not a shortcut. Whether you're an e-commerce owner, SaaS marketer, or small business strategist, this episode is packed with insights on creating meaningful customer connections and leveraging AI without losing your voice.

Volatility takes a breather as the market braces for a rare midweek jobs report. We break down the top products lighting up the options tape, from massive dividend plays in the energy sector to the ongoing struggle in Big Tech. We dive into a heavy day for SLB hitting the top ten, and check in on Alphabet as it gives back gains following a massive AI spending forecast. Microsoft continues its rough start to the year, while Tesla provides a rare bright spot for the bulls. Inside this Episode: The Big Tech Slide: Why Amazon and Microsoft are spooking the street. NVIDIA: Traders keep their powder dry ahead of the jobs data. Palantir: Are the heavy puts a sign of more pain to come? Intel: A return to the dark side after a sharp slide. Check the data at TheHotOptionsReport.com .

Listen to Future Now Ep. 151 Pulsars and Livers In this episode we begin with a discussion of local microclimates and the potential for using solar energy to power gravity-based water batteries. We share highlights from the recent “SpiritFest,” noting the strong presence of Russian and Ukrainian cultural traditions and featuring a conversation with spiritual teacher Asha, who asserted that AI lacks the “Jiva” or soul necessary for spiritual enlightenment.Grok’s AI chimes in on this..The next major segment features an interview with chiropractor Craig Eymann, who explains the often-overlooked “phase two” of liver detoxification; Iman emphasizes that this process requires amino acids from proteins rather than simply juice fasts, and we look at how seed oils and sugar are primary culprits behind fatty liver disease. We  also cover a wide range of futurist news, starting with the “Genius Act” and the government’s accumulation of a Bitcoin reserve through confiscation. We look at Elon Musk’s strategic pivot to building a city on the Moon before Mars, citing easier access and potential for orbital data centers, alongside a Chinese experiment that successfully hatched butterflies in microgravity. The big question is, can it fly with no gravity? Additional tech updates include Tesla’s Fremont plant switching to Optimus robot production, the viral “Claudebot” AI that autonomously phoned its user, and the integration of AI and fast drones for immersive Olympics coverage. The show concludes with scientific discoveries, such as a pulsar found near the Milky Way’s central black hole and the “Breakthrough Listen” project’s search for extraterrestrial intelligence. Enjoy!  A butterfly successfully flies in zero gravity

Apple PhoneSuperBowl. Bad BunnyJETS:Two B-1B Lancer bombers. two F-15C Eagles, two F/A-18E Super Hornets, and two F-35C Lightning Linday Vonn - Torn ACL. MarketsVOO and Tech still near all-time highs.Bitcoin down 45%. Spotify up 15% today. Still 40% off high. 98B market cap. SpaceX Acquired XAICurrent valuation. $250 and $1t. Elon on the Pivot to Moon as opposed to Mars now. Elon MuskGreat interview with 10000 Starship launches annually. Low rate compared to airplanes.Merger with TeslaSpaceX and XaI merged. Presumably Elon has super voting control. Now SpaceXaI will acquire $TLSA at a premium (~30%). They're similarly valued at ~$1.5T each. AND I think/hope Elon also offers an "allocation" of pre-IPO shares to Long-term Tesla shareholders (maybe > 3 years).TeslaNetflixTed Sarandos testimony. 80% of HBO subscribers are Netflix subscribers. YouTube is #1 viewing platform. Rights to Oscars, NFL, etc… Netflix is 9% of viewing and with Warner 10%? Wow! Chief Strategy Officer at Warner. Senator Hawley is a terrible Senator! Play Union Commitment53.28. Sexually inappropriate trans characters. What % of Netflix employees donate $'s to what party? 1.07.03 Why give Netflix the power to promote more woke shit!? Must Play. Wokest content in the world.

Bei einem Schulmassaker in Kanada sterben mindestens 10 Menschen. Mitarbeiterchats belasten Signa-Gründer Benko. Und Tesla-Management in Grünheide lässt Gewerkschafter von Security abholen. Das ist die Lage am Mittwochabend. Die Artikel zum Nachlesen: Schüsse in British Columbia: Was wir über den Amoklauf in Kanada wissen Stimmung bei Signa vor dem Kollaps: »Es ist einfach so ein räudiges Ende« Eklat bei Sitzung in Grünheide: Tesla lässt Gewerkschaftsmitglied von Security abholen+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Den SPIEGEL-WhatsApp-Kanal finden Sie hier. Alle SPIEGEL Podcasts finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie mit SPIEGEL+. Entdecken Sie die digitale Welt des SPIEGEL, unter spiegel.de/abonnieren finden Sie das passende Angebot. Informationen zu unserer Datenschutzerklärung.

Elon Musk Reporter Theo Wayt breaks down the continuing exodus of co-founders at Musk's xAI and what it signals for the company's model timeline. The Information's Anita Ramaswamy then explains why ServiceNow is currently undervalued despite the broader SaaS market sell-off. Matt Shumer, GP of Shumer Capital, joins to discuss his viral essay on why GPT-5.3 Codex represents a unique inflection point for labor, and Kawasaki Wealth & Investment Management's Ross Gerber discusses how AI is disrupting wealth management and why he's concerned about leadership at Tesla and SpaceX.Articles discussed on this episode: https://www.theinformation.com/articles/investors-missing-servicenowhttps://www.theinformation.com/briefings/shopify-shares-jump-forecasts-continued-revenue-growthhttps://www.theinformation.com/newsletters/the-briefing/risk-muskiverses-steady-turnoverhttps://www.theinformation.com/briefings/departures-accelerate-elon-musks-xai-yet-another-cofounder-leavesSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Quick recap In this episode of the Amazing Cities and Towns podcast, host Jim interviewed Michael Hingson, a blind speaker and author who shared his experiences on 9/11 and his broader life story. Michael discussed his work as a computer company executive in the World Trade Center on 9/11, where he and his guide dog Roselle survived the terrorist attacks by following emergency procedures and evacuation protocols. They also explored Michael's perspective on disability rights, technology's role in accessibility, and his work as a public speaker. The conversation highlighted Michael's philosophy on overcoming challenges and his views on artificial intelligence and its potential benefits for people with disabilities. Jim expressed admiration for Michael's leadership and resilience, and they discussed the importance of adapting to new technologies and maintaining a positive outlook despite obstacles. Summary Surviving 9/11 as a Blind Leader Jim interviews Michael Hingson, who shares his experience as a blind person who survived the 9/11 attacks in the World Trade Center. Michael describes how he and his guide dog Roselle evacuated Tower 1 after the plane hit, emphasizing that his blindness did not prevent him from understanding the situation. They discuss Michael's subsequent leadership and speaking career, with Jim mentioning potential future speaking opportunities through the National League of Cities. Surviving 9/11: A Blind Man's Story Michael shared his experience of surviving the September 11 attacks as a blind person, highlighting how his preparation and training helped him remain calm and focused during the evacuation. He described how his guide dog, Roselle, played a crucial role in keeping him and others calm, and how he used his knowledge of the World Trade Center to navigate the building during the emergency. Michael has since become a public speaker, sharing lessons learned from his experiences about teamwork, trust, leadership, and emergency preparedness. Michael's Journey with Thunderdog Michael discussed his experiences with writing and publishing two books, "Thunderdog" and "Live Like a Guy Dog." He shared how "Thunderdog" came about after meeting George Berger at the American Kennel Club Canine Yukanuba Dog Show in 2002, and how Susie Flory encouraged him to write the book. Michael explained that the book was published by Thomas Nelson in 2011 and became a New York Times bestseller. He emphasized the importance of the book in teaching people about blindness and challenging attitudes towards blind people, highlighting the high unemployment rate among employable blind individuals. Overcoming Challenges with Technology and Choice Michael shared his personal story of being born blind and overcoming obstacles, emphasizing the importance of choices and technology in his life. He discussed the concept of disability as a characteristic that everyone has, and highlighted how the Americans with Disabilities Act has provided accommodations that benefit everyone, not just those with disabilities. Jim agreed with Michael's perspective, noting how the ADA has opened doors for people with disabilities and should be seen as a natural part of society. Challenges in Accessibility Today Michael discussed the ongoing challenges of accessibility, highlighting how the Americans with Disabilities Act has made significant progress but still faces numerous battles. He shared personal anecdotes about his wife's experiences with accessibility issues and his own encounters with discrimination, emphasizing the need for societal recognition of these challenges. Michael also explained the importance of making internet websites accessible, noting that only about 3% of websites are currently accessible. He praised Apple's innovative approach to accessibility, particularly with their VoiceOver technology, while suggesting that more could be done to ensure all apps are accessible. AI's Role and Future Potential Jim and Michael discussed the role and potential of artificial intelligence (AI) in various aspects of life. Michael emphasized that AI is a valuable tool that can enhance accessibility, improve vaccine development, and assist in education by helping students learn rather than just using AI to write papers. They also talked about the progress and future of autonomous vehicles, with Jim highlighting the potential benefits for elderly people and Michael sharing his experience driving a Tesla with AI assistance. Both agreed that while AI has made significant strides, it is still in its early stages and will continue to improve over time. Guide Dogs and AI Technologies Michael discussed his experiences with guide dogs, emphasizing the importance of teamwork and trust between the handler and the dog. He explained that guide dogs are trained to ensure safe navigation, not to lead the handler, and described how he communicates with his dogs using a harness. Michael also highlighted the role of AI in assisting people with disabilities, mentioning technologies like Echo Vision glasses and the IRA (Artificial Intelligent Remote Assistant) service. He concluded by sharing his approach to interacting with the public, including allowing petting of his guide dogs when time permits. Michael's Speaking Career Promotion Jim and Michael discussed Michael's speaking career, emphasizing that his story transcends 9/11 and covers themes of life, persistence, and inspiration. Jim expressed his admiration for Michael's speaking skills and offered to promote his services to various organizations. Michael's contact info and website are:  Michael's phone number: 415-827-4084 www.michaelhingson.com Email:  mike@michaelhingson.com Speaking opportunities for Michael:   jessica@voicestoconnect.com   www.voicestoconnect.com  

Die Sozialdemokraten wollen Reiche bei der Krankenversicherung stärker zur Kasse bitten - und dafür eine neue Gesundheitsabgabe erheben. Dieses Ziel ließe sich wirklich einfacher erreichen.

Bienvenidos al DAILY NEWS, un podcast diario de martes a viernes donde conocerás en menos 10 minutos toda la actualidad del sector de la automoción (Coches eléctricos) y movilidad eléctrica. Te gestionamos el beneficio del CAE, mas info en: https://somoselectricos.com/certificados-ahorro-energetico-cae-coche-electrico/ Obtén 50€ gratis en Octopus Energy: https://bit.ly/4eTLCDg Enlace baliza V16 recomendada: https://amzn.to/3LXPTfF Puedes usar nuestro código de referidos de TESLA a la hora de comprar tu coche: https://bit.ly/referidoTesla para recibir créditos TESLA de forma gratuita. Si te gusta nuestro proyecto de podcast recuerda que puedes apoyarnos a través de nuestro PATREON: https://bit.ly/patreonSE y accederás a un grupo exclusivo de Telegram. También lo puedes hacer a través de IVOOX. Tan solo ves a esta URL https://www.ivoox.com/podcast-somos-electricos_sq_f1627406_1.html y pulsa el botón de APOYAR. Tu ayuda nos permitirá invertir más tiempo y recursos en el proyecto de Somos Eléctricos. ¿Te animas?

The Trump Phone is real! Ish! The Verge's Dom Preston has seen a T1 on a video call, that we can say for sure. Dom joins the show to explain what's new about the phone, whether it has a chance to be a decent device, and why it's taken so long for Trump Mobile to ship the thing. After that, The Verge's Hayden Field explains the excitement around OpenClaw and Moltbook, and whether either one is a big moment for the AI industry. Finally, The Verge's Andy Hawkins helps us answer a question on the Vergecast Hotline (866-VERGE11) about whether, and when, Tesla might get out of the car business altogether. Further reading: This is the Trump Phone⁠ ⁠The Trump Phone no longer promises it's made in America⁠ ⁠600,000 Trump Mobile phones sold? There's no proof.⁠ ⁠OpenClaw: all the news about the trending AI agent ⁠ ⁠OpenClaw's AI ‘skill' extensions are a security nightmare ⁠There's a social network for AI agents, and it's getting weird ⁠Humans are infiltrating the social network for AI bots ⁠Tesla discontinuing Model S and Model X to make room for robots⁠ Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Duji's daughter won state. Speed skater, Jutta Leerdam, won a gold medal in the Olympics. Savannah Guthrie posted a video in regard to her missing mother. Atlanta Falcons rookie James Pearce Jr. has been arrested after he was allegedly stalking his WNBA star ex-girlfriend and intentionally crashing into her car as she tried to get to a police station for help. Does Krystle scroll on her phone during sex? The BBC investigates China's massive spy-cam network. People are upset with Krystle for connecting with the halftime show. I just want to kiss my fish. A brawl goes down during the Pistons vs. Hornets game. Video shows a dog kicked by a U.S. Marshal while making an arrest. A mother is suing Elon Musk because the Tesla car design is dangerous. See omnystudio.com/listener for privacy information.

A brawl goes down during the Pistons vs. Hornets game. Video shows a dog kicked by a U.S. Marshal while making an arrest. A mother is suing Elon Musk because the Tesla car design is dangerous. See omnystudio.com/listener for privacy information.

Duji's daughter won state. Speed skater, Jutta Leerdam, won a gold medal in the Olympics. Savannah Guthrie posted a video in regard to her missing mother. Atlanta Falcons rookie James Pearce Jr. has been arrested after he was allegedly stalking his WNBA star ex-girlfriend and intentionally crashing into her car as she tried to get to a police station for help. Does Krystle scroll on her phone during sex? The BBC investigates China's massive spy-cam network. People are upset with Krystle for connecting with the halftime show. I just want to kiss my fish. A brawl goes down during the Pistons vs. Hornets game. Video shows a dog kicked by a U.S. Marshal while making an arrest. A mother is suing Elon Musk because the Tesla car design is dangerous. See omnystudio.com/listener for privacy information.

A brawl goes down during the Pistons vs. Hornets game. Video shows a dog kicked by a U.S. Marshal while making an arrest. A mother is suing Elon Musk because the Tesla car design is dangerous. 

Duji's daughter won state. Speed skater, Jutta Leerdam, won a gold medal in the Olympics. Savannah Guthrie posted a video in regard to her missing mother. Atlanta Falcons rookie James Pearce Jr. has been arrested after he was allegedly stalking his WNBA star ex-girlfriend and intentionally crashing into her car as she tried to get to a police station for help. Does Krystle scroll on her phone during sex? The BBC investigates China's massive spy-cam network. People are upset with Krystle for connecting with the halftime show. I just want to kiss my fish. A brawl goes down during the Pistons vs. Hornets game. Video shows a dog kicked by a U.S. Marshal while making an arrest. A mother is suing Elon Musk because the Tesla car design is dangerous. 

Retired FBI Special Agent Jennifer Coffindaffer analyzes two of the biggest active investigations in the country.In the Nancy Guthrie disappearance, ransom notes were sent to media outlets demanding bitcoin. No proof of life. No follow-up. The sheriff denied forced entry and contradicted media sources. Investigators returned to the crime scene with canine units one day after it was released. The doorbell camera has no recoverable footage. Five days in — no suspects.In the D4VD case, the grand jury is escalating fast. Neo Langston was arrested and compelled to testify. Label head Robert Morgenroth was grilled for multiple days. Outside forensic experts were brought in. The Tesla at the center of the case was held by LAPD for only forty-eight hours. Celeste Rivas Hernandez's remains were found five months ago. No charges have been filed.Coffindaffer explains the pressure tactics, the silence, the contradictions — and what both investigations need to break next.#NancyGuthrie #D4VD #CelesteRivasHernandez #FBI #GrandJury #TrueCrimeToday #JenniferCoffindaffer #LAPD #HiddenKillers #TrueCrimeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

Two massive investigations. One retired FBI Special Agent. Jennifer Coffindaffer — twenty-two years with the Bureau — analyzes both.In Tucson, Nancy Guthrie has been missing for five days. The FBI is jointly running the case. Ransom notes went to media outlets, not the family. No proof of life. No follow-up. The sheriff denied forced entry and contradicted media reports. The next day, investigators returned to the crime scene with canine units and evidence bags. The doorbell camera is empty.In Los Angeles, the D4VD grand jury is escalating. A close friend was arrested and compelled to testify. The label head was grilled for days. Outside forensic experts were brought in. The Tesla where Celeste Rivas Hernandez's remains were found was held for forty-eight hours. No charges filed.Coffindaffer reads between the lines on both — what the silence means in Guthrie, what the pressure means in D4VD, and where each investigation actually stands right now.#NancyGuthrie #D4VD #CelesteRivasHernandez #FBI #GrandJury #JenniferCoffindaffer #RansomNotes #LAPD #HiddenKillers #TrueCrimeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

Two major cases. Both at critical turning points. Retired FBI Special Agent Jennifer Coffindaffer breaks them both down.Nancy Guthrie — missing from Catalina Foothills. FBI jointly running the case with over a hundred investigators. Ransom notes sent to media, not family. No proof of life. Sheriff denied forced entry then agents went back to the house with canine units. Doorbell camera empty. No suspects.D4VD — grand jury in its most aggressive phase. Witnesses arrested and compelled to testify. Label head grilled for days. Outside forensic experts brought in. Tesla held for only forty-eight hours. No charges.Coffindaffer explains what the FBI is seeing that the public isn't — in both investigations.#NancyGuthrie #D4VD #FBI #GrandJury #JenniferCoffindaffer #CelesteRivasHernandez #Kidnapping #LAPD #HiddenKillers #TrueCrimeJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.

On today's long overdue episode of Quick Charge, we've finally got production specs and pricing on the Tesla Semi first revealed by Elon Musk nine (9) years ago. Will it be a revolution, or a case of too little, too late to make a real impact? We've also got a Level 4 autonomous mining truck backed by global EV leader BYD that's already being put to work on more than 30 mining sites, a look at the first preproduction Rivian R2s, and a mobile AI data center + BESS and charging solution from Windrose Electric CEO Wen Han that may be the most bonkers, or brilliant thing you see this week. Source Links Tesla reveals final Semi specs with two trims ahead of customer deliveries Tesla is quoting $290,000 for its 500-miles electric semi truck Rivian R2 enters final validation testing, spotted uncamouflaged on streets Rivian R2 prototypes hit the media and revealed new performance specs as a Tesla Model Y competitor Autonomous, battery-swap mining truck gets big-buck boost from BYD AI in a box: Windrose wants to containerize the data center Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are (allegedly) recorded several times per week, most weeks. We'll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don't miss a minute of Electrek's high-voltage podcast series. Got news? Let us know!Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show If you're considering going solar, it's always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it's free to use, and you won't get sales calls until you select an installer and share your phone number with them.  Your personalized solar quotes are easy to compare online and you'll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

Join Mark Longo for the Monday, February 9th edition of The Hot Options Report. While the broad market wasn't "blowing the doors off," active traders were busy slinging over 2 million contracts in the usual suspects. We break down the Top 10 most active equity options, tracking heavy zero-day (0DTE) action in Meta, Microsoft, and Amazon, while Nvidia takes the crown with a massive 2.28M contract haul. Plus, we dive into the "Monster" itself, MicroStrategy ($MSTR), as Bitcoin volatility continues to spill over into the equity markets. Whether you're chasing par strikes in Apple or hunting for duration in Alphabet, we have the flow breakdown you need. Key Topics Covered: [0:00] Intro & Market Sentiment: Why it cost nearly 500k contracts just to break into today's Top 10. [1:45] The Crypto Spillover: $MSTR takes #10 as Bitcoin swings continue to drive equity volume. [3:30] Big Tech Duration: Alphabet ($GOOGL) traders eye the 370 strikes—but not for this week. [5:15] The 0DTE Trap: Why zero-day calls in Meta and Microsoft were a "sweaty" trade for the longs. [7:00] Apple & Amazon: Tracking the 275 and 210 strikes as the "Fruit Company" and "Amazonians" struggle. [9:20] Tesla vs. Nvidia: A battle for the top spot. We break down the 1.08 average price for Tesla 420s and the Nvidia 192.50 calls. Get more options data at TheHotOptionsReport.com

- Cadillac Dealers Predict Tesla Conquests as Model S and X End Production - Tesla Semi Specs Revealed: 1,050 HP Class 8 Eyes Commercial Domination - Hyundai Stock Surges as Atlas Robot Learns Backflips and Cartwheels - UAW Confirms Ford Worker Who Harassed Trump Has No Discipline Record - 72% of German Suppliers Plant to Move Investments Abroad - Honda Earnings Collapse on Tariff Hit and EV Write Off - Honda Restructures: Software and ICE Teams Merge to Survive Asia Slump - Ferrari Posts Strong 2025 Earnings - Ferrari Turns to New Design House for Its 1st Electric Car

Reduce it by 3 sentences On today's episode, we discuss James's deepening love affair with his Tesla—how over‑the‑air updates, added cameras, and driver feedback now let it avoid potholes, steer around roadkill, emergency‑swerve for jaywalking students, and even “learn” to fix a bad routing habit near his home, convincing him that buying a new non‑autonomous gas car would be foolish. The crew swaps stories about Tesla wall‑charger installs, kid‑friendly rear‑screen entertainment, Sentry Mode catching would‑be vandals, and why GM's and other legacy makers' assisted‑drive systems still feel years behind what Tesla's vision‑only sensor suite can do on real roads. That sets up a broader tech segment with bus‑driver Ben, who gives an on‑the‑ground report from Meta's colossal new data‑center campus near Holly Ridge—five‑mile site length, warehouse‑sized buildings, water‑cooled server halls fed by retention ponds, Meta‑funded substations, and a cost that could approach 50 billion dollars. From there, the conversation turns to elections: James, Glenn, Dwayne, and Ben argue that 2020 was both “rigged and stolen,” champion the SAVE America Act's in‑person photo‑ID and proof‑of‑citizenship requirements, and warn that AI could compress multi‑day ballot‑stuffing schemes into minutes unless voting returns to same‑day, hand‑counted paper ballots. They cite Adam Schiff's warning that voter‑ID rules might “disenfranchise 21 million voters” as an inadvertent admission of how many questionable registrations exist and debate how AI tools like Grok could also be used in reverse—flagging suspicious prompt patterns and signaling when operatives might be probing ways to cheat. The episode also revisits Tina Peters's prosecution in Colorado, Mike Benz's claims that the FBI “table‑topped” January 6 months in advance, and new reporting that a Florida police chief remembers Trump urging investigators in the 2000s to go after Jeffrey Epstein for abusing minors. Don't miss it!

- Cadillac Dealers Predict Tesla Conquests as Model S and X End Production - Tesla Semi Specs Revealed: 1,050 HP Class 8 Eyes Commercial Domination - Hyundai Stock Surges as Atlas Robot Learns Backflips and Cartwheels - UAW Confirms Ford Worker Who Harassed Trump Has No Discipline Record - 72% of German Suppliers Plant to Move Investments Abroad - Honda Earnings Collapse on Tariff Hit and EV Write Off - Honda Restructures: Software and ICE Teams Merge to Survive Asia Slump - Ferrari Posts Strong 2025 Earnings - Ferrari Turns to New Design House for Its 1st Electric Car

The grand jury investigating the death of fourteen-year-old Celeste Rivas Hernandez has been running since mid-November 2025 and is now in its most aggressive phase. D4VD's close friend Neo Langston was arrested by seven officers in Montana for failing to appear and testified for approximately thirty to forty minutes. Label head Robert Morgenroth was grilled for multiple days about why he never went to police. Outside forensic experts have been brought in due to reported friction with the LA County Medical Examiner. The ME's chief publicly criticized a court-ordered hold on autopsy findings.D4VD's Tesla — where the remains were discovered — was held by LAPD for only forty-eight hours. Investigators have reportedly built a minute-by-minute digital reconstruction of D4VD's movements. Multiple sources say an indictment is coming. No charges have been filed. No arrests made.Retired FBI Special Agent Jennifer Coffindaffer breaks down what the prosecutorial aggression signals, how investigators separate accessories from co-conspirators, and what the length of this grand jury really means for the case.#D4VD #CelesteRivasHernandez #GrandJury #TrueCrimeToday #NeoLangston #LAPD #JenniferCoffindaffer #TrueCrime #HiddenKillers #RobberyHomicideJoin Our SubStack For AD-FREE ADVANCE EPISODES & EXTRAS!: https://hiddenkillers.substack.com/Want to comment and watch this podcast as a video? Check out our YouTube Channel. https://www.youtube.com/@hiddenkillerspodInstagram https://www.instagram.com/hiddenkillerspod/Facebook https://www.facebook.com/hiddenkillerspod/Tik-Tok https://www.tiktok.com/@hiddenkillerspodX Twitter https://x.com/TrueCrimePodListen Ad-Free On Apple Podcasts Here: https://podcasts.apple.com/us/podcast/true-crime-today-premium-plus-ad-free-advance-episode/id1705422872This publication contains commentary and opinion based on publicly available information. All individuals are presumed innocent until proven guilty in a court of law. Nothing published here should be taken as a statement of fact, health or legal advice.