Podcasts about Tesla

Automaker BYD is the leader in a group of Chinese car companies whose global exports have risen beyond expectations, with BYD replacing Tesla as the world's biggest electric vehicle seller. WSJ's Stephen Wilmot explains the political challenges that could slow BYD's growth. Plus, WSJ personal tech columnist Nicole Nguyen discusses Google's new AI email rollouts — including features that attempt to summarize Gmail inboxes and write responses. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Farah drove a 2026 Corvette E-Ray into the desert and lived to compare it to the Z06; Zack Klapman weighs in on what they should do with a free racing trailer; a new insurance that's ONLY for Teslas that use Full Self Driving; and Patreon questions include:How long until your car is warm?Is the VR6 engine actually cool?Cars we loved as kids but now think to be lameWhy don't I love Boxsters ?Why do some people want to f*** cars?What's more expensive to own: an old BMW or old Porsche?Detuned supercar engines we never gotWhat's happening with Aston Vantage prices?And more! Recorded January 21, 2026  Show NotesFitbodJoin Fitbod today to get your personalized workout plan. Get 25% off your subscription or try the app FREE for seven days at Fitbod.me/TIRE. DeleteMeGet 20% off your DeleteMe plan when you go to www.joindeleteme.com slash TIRE and use promo code TIRE at checkout.  Athletic GreensFor a limited time only, get a FREE AG1 duffel bag and FREE AG1 Welcome Kit with your first subscription order! Only while supplies last. That's DRINK AG1.COM/ TIRE. DRINK AG1.COM/TIRE.  New merch! Grab a shirt or hoodie and support us! https://thesmokingtireshop.com/ Want your question answered? To listen to the episode the day it's recorded? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! For a 10% discount on your first case go to https://www.offtherecord.com/TST #cars #comedy #podcast Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman Click here for the most honest car reviews out there: https://www.youtube.com/thesmokingtire  Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman

Plus: Shares of crypto-infrastructure firm BitGo pop 25% in NYSE debut. And Autodesk will cut 1,000 jobs. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's EV News Briefly for Wednesday 21 January 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyMERCEDES SHIFTS ELECTRIC GLB TO LOW‑COST HUNGARY https://evne.ws/4b8SxKn RENAULT GROWS MODESTLY AS ELECTRIFIED SALES SURGE https://evne.ws/4qzn4px LYNK & CO 08 PHEV SETS 293KM EV-ONLY RECORD https://evne.ws/4qzVdFE TESLA TURNS KOREA INTO A PRICE WAR TEST BED https://evne.ws/49QuihJ LEASE COSTS FALL AS EV ENQUIRIES CLIMB IN 2025 https://evne.ws/4sNQqSx BRITAIN NEARS NORWAY-STYLE EV CHARGING DENSITY https://evne.ws/4jRf8gM BRITAIN SWITCHES ON FIRST MEGAWATT HGV CHARGER https://evne.ws/3LFaS7q EU COOLS TALK OF HYBRID TARIFFS ON CHINESE CARS https://evne.ws/49KtA5w MAZDA PUSHES OWN-BRAND EVS TO 2029 AS HYBRIDS DOMINATE https://evne.ws/4sOcf4j CHINA'S CARMAKERS MUSCLE INTO EUROPE IN DECEMBER 2025 https://evne.ws/49wtGig WAYMO HITS LONDON STREETS AHEAD OF UK DRIVERS https://evne.ws/3NuYCXB AMISH E-BIKES SHOW HOW ELECTRIFICATION QUIETLY SPREADS https://evne.ws/4qEqTda

There's a new biggest name in EVs, and if you live in the US, you pretty much can't buy one. But before we get to that, we have some stuff to catch up on: The Verge's Hayden Field joins us for a round of “Big Deal Medium Deal Small Deal” with some AI news, from the launch of ChatGPT Health to the recent viral moment for Claude Code. After that, The Verge's Andy Hawkins joins the show to explain how BYD recently eclipsed Tesla as the world's largest seller of electric vehicles, what makes its cars so desirable, and when you, too, might be able to buy a Dolphin Surf. Finally, David tackles a question from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about giving your kids iPads instead of iPhones, and whether all screen time is created equal. Further reading: Car influencers love Chinese EVs — and China loves them back Tesla's fourth quarter sales fell a lot more than expected From Inside EVs: A Guide To BYD, The Chinese Automaker That Just Surpassed Tesla Anthropic wants you to use Claude to ‘Cowork' in latest AI agent push Anthropic shakes up C-suite to expand its internal incubator OpenAI launches ChatGPT Health, encouraging users to connect their medical records Google brings buy buttons to Gemini and AI search Grok is undressing children — can the law stop it? Google is taking over your Gmail inbox with AI 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

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart VOLVO EX60 LEAKS AHEAD OF JANUARY REVEAL https://evne.ws/45O2fhC ŠKODA'S SURGE INTO EUROPE'S EV TOP TIER https://evne.ws/4bCDWa3 IRELAND'S FAST-CHARGING NETWORK SURGES AS EV SALES TAKE OFF https://evne.ws/4qDmkji TESLA PUTS EXPIRY DATE ON FREE FSD TRANSFERS https://evne.ws/4qDmkji TESLA CANADA DELAYS POINT TO SHANGHAI SUPPLY SHIFT https://evne.ws/45nzVm1 CANADIAN AUTO INDUSTRY SOUNDS ALARM OVER CHINA EVS https://evne.ws/4jOCkvS SMART'S NEW EUROPE CHIEF FACES TARIFFS AND A SALES SLUMP https://evne.ws/4pMX0WD POSTAUTO MAKES BIG SOLARIS BET FOR SWISS E-BUS PUSH https://evne.ws/49wy9lc MG4 GETS POSHER CABIN, KEEPS HARDWARE FOR 2026 https://evne.ws/4a49ynK BYD SEALION 8 TARGETS FAMILY SEGMENT WITH PHEV SEVEN-SEATER https://evne.ws/45h4gCN ACER DRIVES PREDATOR BRAND INTO ELECTRIC SCOOTERS https://evne.ws/4jV3Bx6 BROTHERS CRITICALLY INJURED IN 56KM/H E-SCOOTER CRASH https://evne.ws/4jONOzH

Episode 344: Pizza Ovens and Food Confessions This episode of the Homeowner Show dives into a variety of topics, from a humorous take on a political video to a deep dive into the best chicken sandwiches and a detailed review of a new pizza oven. Political Humor and Current Events The hosts begin by discussing a recent video dropped by Donald Trump, finding humor in its content and the reactions to it. They touch upon the implications of such videos in the current political landscape. Food Confessions and Debates A significant portion of the episode is dedicated to a lively debate about chicken sandwiches. The hosts share their personal "food confessions," with one host declaring Popeyes chicken sandwich superior to Chick-fil-A's, citing specific aspects like the chicken's crispiness and the sauce. The discussion extends to a ranking of various chicken sandwich offerings, with Raising Cane's emerging as a surprising contender for the top spot. Homeowner Tips: Solar and Roofing The conversation shifts to practical homeowner advice with a spotlight on True Texas Solar and Roofing. They highlight ongoing incentives for solar installation and discuss various options, including Tesla's solar roof shingles, emphasizing their aesthetic appeal and durability. They also stress the importance of choosing reputable roofing professionals, noting the lack of licensing in Texas and advising listeners to be wary of unqualified contractors. Culinary Adventures and New Gadgets The hosts share their recent dining experiences, including a decadent meal at The Refuge featuring a tomahawk steak and lobster. This leads into a detailed review of a new Chefmate electric pizza oven. The host expresses initial skepticism about an electric oven but is ultimately impressed by its ease of use, consistent cooking, and the delicious results. They walk through the process of making pizza dough from scratch using a specialized kit and discuss the pros and cons of various dough-making methods. The review also addresses a negative Amazon review, humorously dissecting the complaints about the oven's controls. Key Takeaways: Political Commentary: A lighthearted take on a recent political video and its implications. Chicken Sandwich Wars: A passionate debate and ranking of popular chicken sandwiches. Homeowner Solutions: Information on solar incentives, roofing contractor selection, and durable roofing options. Pizza Oven Review: An in-depth look at the Chefmate electric pizza oven, its features, performance, and ease of use, alongside a discussion of homemade pizza dough. Restaurant Recommendations: Mentions of The Refuge and Hearsay for dining experiences. Buy a Homeowners Show T-Shirt!   Subscribe to our YouTube Channel   The Homeowners Show Website The Homeowners Show Facebook Page Instagram @homeownersshow Twitter @HomeownersThe   Info@homeownersshow.com    Sustained Growth Solutions – Design a lead generation system specifically for your business so that you never have to search for leads again! We are a full digital marketing agency.

The Wealth Formula Podcast is one of the longest-running personal finance podcasts still standing. For more than a decade, I've shown up every single week to talk about investing, markets, and the forces shaping the economy. What's interesting is how much my own thinking has evolved over that time. Early on, I was more rigid. I was—and still am—a real estate guy. But back then, I didn't give much thought to ideas outside that lane. I was dogmatic, and I didn't always challenge my own beliefs. Time has a way of doing that for you. I've now lived through multiple market cycles. I've watched the stock market melt up to valuations that felt absurd—and then keep going. I've seen gold go from flat for a decade to parabolic over a year. I've seen interest rates sit near zero for a decade and then snap higher at the fastest pace in modern history. And I've learned, sometimes the hard way, that diversification is about survival and that every asset class has its day. One lesson I learned that I am thinking a lot about these days is: ignore major technological shifts at your own peril. Back in 2014, I first started hearing people talk seriously about Bitcoin. At the time, I dismissed it. I listened to the critics, was convinced it was a scam, and didn't take the time to truly understand it. That was a mistake—not because everyone should have bought Bitcoin, but because I ignored a structural change happening right in front of me. Bitcoin went from a cypherpunk expression of freedom to the largest ETF owned by BlackRock. Today, the dominant story is artificial intelligence. And whether you love stocks, hate stocks, prefer real estate, or focus exclusively on cash flow, you cannot afford to ignore AI. This isn't a fad. It's a general-purpose technology—on the scale of electricity, the internet, or the industrial revolution itself. That doesn't mean it's easy to invest in. It's hard to look at headline names trading at massive valuations and feel good about buying them today. But investing in AI isn't about chasing a single company. It's about understanding second- and third-order effects: energy demand, data centers, productivity gains, labor displacement, capital flows, and how blockchain and decentralized systems intersect with all of it. What experience has taught me is this: you don't need to be first to invest—but you do need to be early in understanding. If you wait until something feels obvious, most of the opportunity is already gone. This week's episode of the Wealth Formula Podcast is focused squarely on AI and blockchain—what's real, what's noise, and where the long-term implications may lie. Listen to this episode. You'll come away smarter. And years from now, you may look back and realize this was one of those moments where paying attention really mattered. Transcript Disclaimer: This transcript was generated by AI and may not be 100% accurate. If you notice any errors or corrections, please email us at phil@wealthformula.com.  Welcome everybody. This is Buck Joffrey with the Wealth Formula Podcast. Coming to you from Montecito, California. Today we wanna start with a reminder. We are in a new year and we are already doing deals, uh, through the Wealth Formula Accredit Investor Club. You can go and sign up for that for free. Uh, wealth formula.com just hit investor club and you just get on there and, and you’ll get onboarded. And from there, all you gotta do is wait for deal flow and webinars coming to your inbox. And, um, you know, if nothing else, you learn something. So go check it out. Uh, go to. Wealth formula.com and sign up for Investor Club now onto today’s show. Uh, the, it is interesting. I don’t know if you are aware it’s a listener, but we are, wealth Formula is, uh, probably I would say one of the, certainly in the one of the top longest running personal finance podcasts still. Standing. Uh, I’ve been around, well, I think the first episode was on like 2014, so it was a long time, but in earnest, you know, at least for over a decade. And, you know, during that time, I’ve shown up every week, every single week. Don’t Ms. Weeks, but none, none. Isn’t that incredible? I’ve shown up, uh, talked about investing and talked about very way markets are working, forces, shaping the economy, all that kind of stuff. But you know, as you can imagine, as a. As a younger individual versus, um, my crusty self. Now, you know, a lot of my own thinking has evolved over that time, you know, back then. And I, you know, I think this appealed to some people, but, um, you know, I was really dogmatic. I’m a real estate guy, right? And I still am a real estate guy, but back then I wouldn’t give anything else the time of day to even think about, you know, and, and, uh, I, I, you know. I was dogmatic and didn’t always challenge my own belief systems. Um, I’m different now, right? I’ve softened And time is a way of, of changing all of that dogmatic stuff for you. You know, I’ve lived through multiple market cycles. I’ve watched, well, I’ve watched the stock market, which I, which I always maligned, you know, melt up to valuations. Uh, that felt absurd. And then keep going higher. I’ve seen gold, which was kind of ridiculous for the longest time. I watched it for like a decade, just pretty much flat, and then it goes parabolic. Over the last year, I’ve seen interest rates sit near zero for a decade and then snap higher. Uh, not even as time, just launch higher at the fastest space in modern history. And I’ve learned sometimes I guess, the hard way that diversification is about survival and that every class, every asset class has its day. Just like every dog has its day. And um, you know, one other lesson that I learned that I’m thinking a lot about these days is ignore major technological shifts at your own peril. So what am I talking about? Well. It’s kind of a, it is a technological shift, whether you think it about not, but Bitcoin. Okay. Back in 2014, I first started hearing people talk seriously about Bitcoin, and at that time I dismissed it. I was, uh, I was listening to critics beater Schiff that constantly called it a scam, said it was going to zero and so on. I didn’t, I didn’t take the time to truly understand it, to try to understand it the way I understand it now, that makes me a believer in Bitcoin. That, of course was a big mistake, not because, you know, everyone should have bought Bitcoin and, uh, back then, well, they, you know, would’ve been nice if they did, but because fundamentally I ignored something that was a structural change happening right in front of me. And since then, Bitcoin went from a cipher punk expression of freedom to the large CTF owned by BlackRock today. The dominant story is actually artificial intelligence. Now, whether you love stocks, hate stocks, prefer real estate focused exclusively on cab, whatever, you cannot afford to ignore ai. It’s not a fad. It’s a general purpose technology and a technology shift, and the scale of electricity. The internet bigger than the internet, bigger than the industrial revolution. Now, that doesn’t mean it’s easy to invest in. I mean, I’m gonna go invest in AI and make a bunch of money because I mean, what does that even mean? It’s hard to look at headline names, trading at massive valuations like Nvidia and all that right now, and saying, oh, I’m gonna go buy that. Who knows? That’s gonna work out. When I talk about investing in AI isn’t really just investing in stocks or any individual company or data centers or whatever. It’s about understanding. The second and third order effects, energy demand. You know, as I mentioned, data centers, productivity gains, labor displacement, capital flows, and how blockchain and decentralized systems intersect with all of that. It is very, very complicated. Um, but it’s really important to start to try to understand, you know, an experience that stop me is this. You don’t need to be the first to invest, but you do need to be early in understanding. If you wait until something feels obvious, usually the opportunity’s gone by then. And you know, the thing about AI is even if you think it’s obvious now. The reality is that most people haven’t really caught on. Maybe they played with chat GPT, but I don’t think they’re understanding what this whole, you know, this thing is gonna do to our world. Um, anyway, so that is what this week’s episode of Wealth Formula Podcast, uh, is about. It’s about AI and also, um, a little bit about, you know, bitcoin and blockchain and that kind of thing. Um, we’re gonna talk about what’s noise, uh, you know, where the long, what the long-term, uh, implications are all of this stuff. This is a show that, uh, I really enjoy doing really, really good stuff. Um, so make sure you listen in. We’ll have that interview for you right after these messages. Wealth Formula banking is an ingenious concept powered by whole life insurance, but instead of acting just as a safety net. The strategy supercharges your investments. First, you create a personal financial reservoir that grows at a compounding interest rate much higher than any bank savings account. As your money accumulates, you borrow from your own bank to invest in other cash flowing investments. Here’s the key. Even though you borrowed money at a simple interest rate, your insurance company keeps paying you compound interest. On that money, even though you’ve borrowed it, that result, you make money in two places at the same time. That’s why your investments get supercharged. This isn’t a new technique. It’s a refined strategy used by some of the wealthiest families in history, and it uses century old rock solid insurance companies as its backbone. Turbocharge your investments. Visit Wealth formula banking.com. Again, that’s wealth formula banking.com. Welcome back to the show, everyone. Today. My guest on Wealth Formula podcast is Jim Thorne, chief Market strategist at Wellington. L is private wealth with more than 25 years of experience in capital markets. He’s previously served as chief capital market strategist, senior portfolio manager, chief economist, and CIO. Uh, equities at major investment firms and has also taught economics and finance at the university level. Uh, Jim is known for translating complex economic, political, and market dynamics into clear actionable insights to help investors and advisors navigate long-term capital decisions. Uh, Jim, welcome with the program. Thanks for having me Buck. Well, um, Tim, I, I, I, uh, had been following a little bit of, uh, what you discuss on, uh, on X and, um, one of the things that caught my eye is, you know, your, your narrative on, on ai, a lot of people are tend to be still sort of skeptical of AI and what’s going on, uh, with the markets. Um, uh, but at the same time, uh, there’s this. Sense. I think that ignoring AI altogether as an investor is, is, is downright potentially dangerous. So, uh, at the highest level, why is AI something people simply can’t dismiss? Well, we live in an, uh, uh, you know, many other people have coined this term, but we live, we’re living in an exponential age of, of technological innovation. And, you know, AI and I’ll just add into their, uh, blockchain is just the normal evolutionary process that, you know, for me started when I left graduate school and came into the business in the nineties where everybody had this high degree of skepticism of the computer and the, the, the phone, the, the. And the internet. And so, you know, what we do is we go through these cycles and there are periods of time where the stars align. And we have a period of time where we have what I would call an intense period of innovation where I would suggest to you that. People are skeptical. Skeptical, and yet at the same point in time, they very early on in the, in the, in the trade, call it a bubble when it’s not. And so I think it comes from the position of ignorance. One, I think two, fear, and then three. If you think about if you are an active manager, I in a 40 ACT fund, um, you know, and you’re sitting there with, uh, you know, mi. Uh, Nvidia at, you know, eight or 9% of your index. And that’s a big chunk that you’ve gotta put into your fund, uh, just to be market neutral. So there’s a lot of people that hate this rally. There’s a lot of people that are can, going to continue to hate this rally. But the thing I anchor my hat on are a couple of things. Look at if this is no different than the railroad. Canals, any major technological innovation, will it become a bubble? Yes. Just not now. So, so let’s follow up on that, because a lot of people think, or are talking about the, do you know the.com bubble, uh, comparisons, and you’ve argued that that sort of misses the real story. So, so where are we getting it wrong right now? Are those people getting it wrong? In the nineties buck, you’d walk into a bar and there wouldn’t be ESPN on there’d be CNBC on people were getting their jobs to become day traders. Folks didn’t go to the go to university because they were basically getting their white papers financed. You had companies that were trading off of clicks. So I lived that. Anybody who is of a younger generation has no idea what a bubble is, and it’s specious and pedantic for them to use that term when they have no clue about what they’re talking about. But you did mention that it could become a bubble. How do we know when it does become a bubble? Oh, it’ll become a bubble. Well, when, when, when you know, the, what, what I am looking for is, you know, when we, when the good investment opportunities start to dry up, when liquidity starts to dry up. So what I, it’s not about valuation, to me it’s about liquidity. So in 2000, what, and I’m roughly speaking, what went down was you had all these companies that were trading at Strat catastrophic valuation, this stupid valuations, and you walked in one day and they didn’t get financing. And if you read the prospectus or you followed the company, you knew that they were not going to be free cash flow positive for another two or three rounds of financing. All of a sudden you walked in and everybody goes, oh my God, this thing, you know, trading at 250 times sales. And everybody went, yeah, of course. And so what it was is, was when does liquidity dry up? So I’ll give you a date, um, you know, with Trump’s big beautiful bill act. 100% tax deductibility of CapEx and that goes until Jan 1, 20 31. So to me, that’s a very motivating factor for people to, um, invest. The last thing I would say to you in more of a game theoretic context book is, look, if you are a big tech company and you don’t invest in ai. You are ensuring your death. Yahoo, Hela Packard. I can go through the list of companies that cease to invest, so they’re looking. If it was you and I when we were running this company, I would say, dude, we gotta invest because if we don’t have a poll position in this next platform, whatever it is, we’re done. We’re toast. And I think that’s why you’re seeing all these hyperscalers spending as much money as they are. ’cause they get this, they saw it. So, you know, you framed ai not necessarily as a a tech trade, but as a capital expenditure cycle. Can you explain that to people? Well, what we need to do is we need to build out the infrastructure of ai. Then, and that’s the phase that we’re in right now. So it’s more like we’re building out all of the railroads, the railway tracks and the railway stations across the United States back in the 18 hundreds. And then we’re gonna go through that building phase. And then as that building phase goes, some companies, some towns, are going to basically realize and recognize what’s happening and start to basically take ai. Bring it into their business model, into enhanced margins. Right. So right now we’re building it out. I mean, you know, we all focus on the hyperscalers, but the majority of companies, pardon me, governments. Individuals, they haven’t used AI and, and what is interesting about this is back in the nineties, they were talking about how the internet had to evolve to be much more. You know, uh, have critical thinking in, in, in it. And it was more explained when you went to these conferences, as you know, you know, think about this. You’re hearing this in 99, okay? Not today. You go in and you ask Google or dog pile at the same time, or excite, okay? You would say, I wanna go to Florida in the third week of March and I wanna stay here and I wanna spend this amount of money and I wanna rent a car. Plan it for me. And they would come back and they would tell you that it would come back and it would, it would, everything would be there. And you would have your over here and all you would have to do is drop your money and you had your thing planned. So none of this is as, it’s aspirational, but we’ve heard it before. And in technology, what happens is it’s not like it’s new. We’ve been talking to, I did machine learning in in graduate school. Ai, you know, I did neural networks and I’m a terrible Ian. This isn’t, you know, Claude Shannon wrote about this in 1937, right? But it’s about when does it hit, and so it was chat GBT. Can we argue, was that right? As an investor, it’s stop arguing, start investing. Then what you’ve gotta figure out, which is the question you ask, is when does the music stop? I think it goes until the end of the decade. You know, one of the things that, uh, is interesting about this, uh, AI investment, uh, it’s, it’s unfolding in a higher interest rate environment. Why is that detail so important? Understanding its significance? Well, it’s the cost of capital, right? And so this phase that we have right now. It’s funny you say that, right? ’cause our reference point is zero interest rates, right? Yeah, yeah. Right. That’s right. So, you know, you know, so, so think about this, what it happens right now. Now we’re in the phase where you’ve got these hyperscalers that instead of taking all their free cash flow and buying bonds and buying back stock, are increasing CapEx because there’s a great tax deduction on it. So you get a lot of, so we’re in this phase where, for where, where a lot of the money is, you know, was. Was, let me, let me be clear, was a hundred free cashflow. Now we’re getting these guys, these companies like Oracle and what have you, you know, starting to issue debt and look at debt isn’t bad as long as the rate of return on debt is higher than the interest rates. And so, you know, you know, I, I would say historically speaking, for a lot of these high quality names, the interest rates are not, uh, at levels that will stop them from investing. Right. Right. You know, you’ve written that, um, productivity is ultimately the real story behind ai. So why does productivity matter more than the technology headlines themselves? Well, let me just put it this way, right? So we’ve grown, I grew up, I, I joined, I’m up here in Toronto, right? So I’m gonna give it to you in Canadian dollars, right? So I joined, I joined here. You know, I grew up here, went to the states, came back home. Growing this company I joined when we’re about three and a half billion. We’re getting close to 50 billion, and we’re the fastest growing independent platform in the country. I’m a one man band, right? I use three ai. In the old days, I’d have four research assistants. Where’s the margin in that? And so I, that’s how I see it. And let me be clear, it’s, you know, this isn’t we’re, it’s not perfect. But if I wanted to say, instead of you, but hey, write me a 2000 word essay on the counterfactual of what happened with railroads up until 1894 when the, when the bubble popped, give me a f, you know, a a thousand word essay and, and just a general overview. I can get that in less than five minutes. Michael Sailor is writing product on ai, which, which, which you would take, which you would take. He’s in his presentation, say it would take a hundred lawyers. So it’s gonna be more about those. And it’s, it’s no different than Internet of things or, you know, it was, uh, Kasparov that talked about this. Gary Kasparov talking about the melding of, of technology in humans. He would ran, run this chess tournament called freestyle. You could use a computer, you could use, you know, grand Masters. You could use whatever you wanted to compete. And who won? Well, who won it Was that those teams that were generalists that had a little bit of that, the knowledge of the computer and the knowledge of the test. Uh, o of chess, right? That’s what’s gonna happen. So this isn’t we’re, as far as I’m concerned, we’re not, yes, there’s going to be some d some jobs that are going to be replaced, but that is always the case in technology. I’m not a Luddite, okay? I am not Luddite. But the same point in time. I, I would suggest to you that it, it is just a really, for me, it’s a, helps me. Do research no different than when I was an undergrad and they went from cue cards in the, the library at the university to actually having a dummy terminal and I could ask questions in queue. You know, it stalked me from having to go to the basement of the library and going to microfiche. Right. Have helping that way. Now can it, can, will it do other things? I’m sure it is, and I’ll lead that to Elon Musk and the crew. You know, that’s above my pay grade. But for me, I see it as a very helpful way of, you know, allowing me to process and delineate. Much more information a a and not have me waste so much time trying to figure out what got went on in the past or, you know, QMF. Right. You know, summarize me the talk five, you know, academic papers in this area, what are they saying? And then they gimme the papers. Right. It just speeds the process up. Yeah. You know, um, one of the things that I’ve been sort of talking about and thinking about. Is that it’s hard to not see AI as a very, very strong deflationary force. Um, how do you think about that? Yeah. Technology is deflationary, right? Doubt about it. And so I look at it this way, Ray. Um, so I work at the financial services industry, okay. You know, Mr. Diamond of JP Morgan is talking about how they are starting to embrace blockchain and ai. They are going to cut out the back end of that in the, the margins in that, in that company by the end of the cycle are going to be fantastic. People just do not get in. You know, the financial services industry is built on a platform. Of the 1960s, dude. I mean, they’re still running Fortran, cobalt. So you know what I, how I look at this is much more as a margin type story, and there’s going to be a lot of displacement. But at the same point in time, I look at Tesla and automation and ai. And you know, people look at Tesla as a car company. I look at Tesla as an advanced manufacturing company. Elon Musk could basically go into any industry and disrupt it if it wanted to. Right. So that’s how I look at it. And so, you know, the hard part is going to be, you know. Nothing. If we get back to where we were, it’s not going to be perfect, right? Because here’s, here’s where the counter is, here’s where the counter is. Right? If you, if, if you think about, and we’re, I’m gonna take Trump outta the equation and ent outta the equation right now, but if we just went back to the way things were before COVID, we would have strong deflationary forces. Okay. Just with demographics, just with excessive levels of debt. Just with, you know, pushing on a string in terms of, in terms we couldn’t get the growth up, you know, and, you know, and the overregulation of financial institutions. Trump and descent are basically applying what’s called supply side economics, and they’re deregulating. It’s says law, which is John Batiste, that says basically supply creates his own demand and it’s non-inflationary. But really what they’re going to try to do is they’re going to try to run the economy hot and they’re gonna try to pull this way out of the debt. And if you do that and you deregulate the banks. And allow the banks to get back to where they were before the financial crisis. Okay. You know, and, and the Fed takes its interest rates down to neutral, expands the balance sheet. Then I don’t think we’re gonna go back to the zero bound in deflation. I think this thing’s gonna run hot for a long time. And I think it, the real question is, is, is is 2 75 in the United States the neutral rate? I think it is. Uh, but as, as, as Scott be says, and, and, and, and, and let’s be clear, buck, the guy’s a superstar. Okay. Guy is a legend. Just you sit there, just shut up and listen to him. Okay. They keep up, right? Well, so they’re gonna run it hot, but where we are is, in his words, mine, not mine. We’re still in this detox period, you know what I mean? We still got the Biden era. We still got, you know, a over a decade of excessive ca of Central Bank intermediation. That needs to get, you know, go away. So what I say, and what I’ve been writing about is 26 is going to be the year that the baton is passed back to the private sector. Let’s get rates down to 2 75. That’s, I mean, I’m going off the New York Fed model. That says real fed funds, the real, the real neutral rate is 75 to 78 basis points. I think inflation’s at two. That that gets you 2 75. Get the rates there and then get the balance sheet of the Fed to the level so that overnight lending isn’t loose or tight. It’s just normal. And then step back, go away and let Wall Street and the private sector create credit. Create economic growth and let’s get back to the business cycle. And if we do that, we’re gonna have non-inflationary growth. It’s gonna be strong, but we’re not going back to the zero bound and we’re gonna grow our way out of this. And so that’s where I get really excited about. This is a very unique time in history. A very, very, very unique time in history where, and I don’t know how long it’s going to last because of the compression that we have now because of the, you know, we live in such a digital world, but let’s say it’s five years demographic says it’s to 33, 32 to 33. That’s, you know, that’s how long this run is. And, and to me, uh, AI is a massive play. I, I, to me, blockchain is a massive play and to me it’s to those countries and companies that get it is, whereas investors, we wanna think, start thinking about investing. Yeah. You mentioned, um, non non-inflationary growth. Can you drill down on that a little bit just so people understand a little bit where. Usually you think of an economy running super hot, you, you think automatically there’s an, you know, an inflationary growth. So I want you to think in your mind into your list as think in your mind. Go back to economics 1 0 1 with the demand curve. In the supply curve, okay? And there are an equilibrium. And at that equilibrium we have a price at an equilibrium, and we have an output as an equilibrium. Okay? Now what I want you to do is I want you to keep the demand curves stagnant or, or, or anchored. Then I want you to shift the supply curve out. Prices go down, output goes out. We can talk all this esoteric stuff, you know, you know Ronald Reagan and, and Robert Mandel and supply side economics. But it’s really your shift in the supply curve out, and that’s what, and that’s what BeIN’s doing. I mean, this is a w would just sit down and be quiet. He’s talking about, you know, what is deregulation? He’s pushing the supply provider. Oh, hold on. My phone. My, my thing. And what did, since the two thousands, what did, what was the policy? It was kingian, it was all focused on the demand curve. Everything was focused on demand. And so all we’re doing is we’re, we’re getting the keynesians out. I use 2000 ’cause that’s when Ben Bernanke really came in and was very influential. Let me just say he’s a very smart, I learned so much from reading. Smart, smart, smart, smart guy. But his whole thing was Kasan. He came from MIT, his thesis supervisor was Stanley Fisher, right? We’re going back to, you know, Mario Dragons thesis supervisors, Stanley Fisher, all these guys came from MIT, Larry, M-I-T-M-I-T, Yale, and Princeton. Whereas previously it was the University of Chicago. It was Milton Friedman. It was, it was supply side economics. We’re going back, they’re going back to supply side economics and right now we need it. We need balance. But my god, what did we end off with? We ended off with four years of mono modern monetary theory. Deficits matter. That’s insanity. You had mentioned a little bit, uh, you, you’ve talked about blockchain a few times here. Talk about the significance. I mean, it’s sort of, you know, blockchain was a thing that everybody was, everybody was talking about it, you know, three, four years ago, but now it’s all about ai. But you know, now you’ve got, um, but in, but in the background, blockchain has grown, uh, adoption has grown. Uh, tell us what’s going on there, and if you could tie it into the significance of, of where we’re at today. Yeah. Um, uh, Jeff Bezos gave a wonderful speech, I think in two thou, early two thousands, where he basically talked about the fact that, you know, once this innovation is led out of the genie’s, led out of the bottle, whether or not, you know, buck and Jim, like it as an investment, the innovation continues. And so after the internet bubble pop, right? Really smart guys like Jeff Bezos, uh, Zuckerberg, you, you, the whole cast of characters, right? Basically built it out. Okay. And it wasn’t perfect and everybody knew it wasn’t perfect. I mean, that was the whole thing that was so bizarre. But they knew it wasn’t perfect and they knew that they needed to solve some problems. Right. And you know, it was a double spend problem. I mean, the internet that we were dealing with right now was developed in the 1950s and so on and so forth. And so, you know, that always stuck with me. Right. A couple of things stuck with me because I’ve lived through a couple of these cycles. The first one is Buck. When the, when Wall Street coalesces around something just shut up and buy it, right? I mean, I, I spent too much of my life arguing about whether dog pile and Ask Gees was better than Google. Wall Street said Google was the best. Shut up. Invest, right? And so, so look, blockchain solved the double spend problem. Blockchain solved all the problems that the original iteration of the internet could solve, and everybody knew it was coming along okay. So it’s a decentral, it’s decentralized, right? Uh, does, does not need to be reconciled. So no. Not only do you have another iteration of the internet. You have basically introduced into society the biggest innovation in accounting or recordkeeping since double entry. Bookkeeping accounting was introduced in Florence, Italy centuries ago by the Medicis and, and buck. All this is out there like, so this is a profound, right? So think about you’re in an accounting department and you don’t have to reconcile, right? So look. The first use cakes was Bitcoin. And what was the, what was the beautiful thing about it? Well, first off, it grew up by itself. And secondly, it’s got perfect scarcity, right? And so let’s just full stop. And I mean, yes, gold and silver had the run that they should have had decades. So I had been waiting and listening to people, gold bugs, talking about this type of run since the nineties. Okay. Um, but look, you know, and the problem with fi money, right? I mean, this is, this goes back decades. It’s an old argument. The way you solve it is, is Bitcoin. That’s the solution. I mean, forget about it. I mean, if they’re gonna whip it around and do all this stuff, fine. But the other thing that people miss and Sailor hasn’t, and Sailor is brilliant, is look. Bitcoin is pristine collateral in 2008, in September. What caused the, the system to stop was the counter. We could not identify counterparty risk for near cash. It was a settlement problem. Anybody you talk to Buck that says it was, you know, the subprime this and it, yeah, that was crap. I get that. But when the system shut down is you had a $750 million near cash instrument with X, Y, Z, wall Street firm, and you did this for three extra beeps and it was no longer cash. Guess. And guess what? Your institutional money market fund broke the buck. That’s when the system blew sky high. When the money market broke the buck and it was a settlement problem, blockchain and Bitcoin solved that. Sailor knows that, look where Wall Street’s gonna go. They understand now that. Bitcoin is pristine, collateral and capital that is 100% transparent. Let’s lend against it, and that’s what Sadler’s doing. That’s why Wall Street hates the guy so much, right? Think about that. Think of where is he going after he’s going after all the stranded capital on Wall Street. And, and the whole point is he’s sitting there going, I’m too busy for this. And you’ve got all these other people that are gonna live off of other people’s ignorance. Meanwhile, Jing Diamond knows exactly what he’s talking about. We can identify, if I hear one more person on me in, in the meeting say, I don’t know. You know, you know, uh, micro strategies balance sheet is so complicated. Really. Compared to JP Morgans, I mean, you know what his capital is. It says Bitcoin, like, what are you guys talking about? But hey, fucking in this business, people make generational wealth on ignorance of people who think they know what they don’t know. So, you know, just going back to Jamie Diamond, you know, he spent, I don’t know how long. Throwing every insult, uh, he could towards Bitcoin. And now they’ve really kind of, they haven’t backtracked. I think he’s, he’s, you know, his, his, um, I think the way he phrases is the blockchain’s a real thing. He never seems to really say the word Bitcoin, uh, in this regard. Um, banks in general, where do you think they’re headed with this stuff? I mean, I, you know, right now, again, you can kind of see even. Um, I think, you know, some of the big advisory firms suddenly recommending one to, you know, one to 4% of people’s portfolios in Bitcoin. I mean, this is all, I mean, gosh, I, I’ve, you know, been talking about Bitcoin since 2017. This is in unbelievable transformation in less than a decade. Where do you see this going in the next five to 10 years? It’s called the, it’s called, what is it? It’s called, I’m gonna call it the Evolution of Jim. Me, you know, in my business and, and, and, and you know, the thing I have book is I’ve survived and I’ve gone through a lot of cycles. I’ve done a lot, you know, and you ask yourself, you scratch your head a lot and you’re, and you, but you’re continually doing objective research and you’re this, if you, this is why I love this game so much. Right? So let’s just go stop for a second. Let’s get some context. Right. My first summer job, one of my first summer jobs, I worked in the basement of a bank in the in, in downtown Toronto, right up the street from the Toronto Stock Exchange. And my job was to let guys in with beak, briefcases into the cage, into the big vault, to basically bring in certificates. Okay. And, and what? Stock certificates. And so remember, you know, and I remember my grandfather when we, when he died, look at, we couldn’t sell the house because he didn’t believe in the banks. And we were finding certificates all over the house in the walls. Okay? Right. So in the 1960s it was bare based. The whole industry was bare based. And there was the volume in Wall Street started to pick up to the point where they couldn’t handle the volume. There was a paper crisis where almost a third of the companies went down bankrupt because of the cage. The cage. Okay. So basically what happened was, to make a long story short, they came out with, they came, Hey, why don’t we get two computers At one point in time, they said, okay, crisis. Let’s solve it. Well, why don’t we get these two computers and we can solve, or we can sell trades among, amongst each other. Okay. And then we don’t need to have guys riding around Wall Street with bicycles and big briefcases. Okay. And then what we did was, what we did was we sat there and said, well, why don’t we have a centralized clearing, and we’re gonna call it DTC or CDS, depending on what country you’re in. And what we’re gonna do is we’re gonna offer paper, we’re gonna, we’re gonna issue paper rights to the underlying stock that was developed in the early 1970s. That’s the system that we’re on right now. There are a lot of faults with that. Let me give you, when you’ve talked about the GameStop a MC situation, when you have a company that’s basically have more shares outstanding short, sorry, more shares short than outstanding, that shows you that the old system doesn’t work. It’s called ation. The paper writes to the underlying assets, it, it doesn’t match up. There have been guys that make a career outta this and write books about this, right? Dole Pineapple. They had a corporate, a corporate event, right? Hostile takeover. 64,000 for 64 million shares, voted, I think, and there was only 3,200 on. We all know this, so this has to be solved. The way you solve it is you tokenize assets, and this was talked about a decade ago, and they know about it and true tofor, they, and if you’re thinking about it, it’s totally logical, right? But if we allow this innovation to go full stream ahead, we’re wiped out, right? So what did they do? They delayed. They delayed. And as you know, you could talk about, it’s called Operation choke 0.2 0.0. Right. You know, the Fed overreached their bounds, they de banked people. I mean, this is why, why Best it’s going after them. They, yet they stepped over their constitutional mandate. Right. The federal, the Fed Act is not, uh, does not supersede the US Constitution. Elizabeth warned the whole thing. They did it. Okay, so let’s not complain about it. So now Atkins is gonna, we’re gonna have the Clarity Act come out and they’re gonna basically deregulate New York Stock Exchange already there. They’re gonna put everything on the blockchain and when you put everything on the blockchain, trade a settlement. There’s no hypo. Immediate settlement. Immediate, which is a benefit if you can get your act together because it, you know, for Wall Street firms you need less capital, right? So it’s a natural evolutionary process. And then you sit there and go back in history, if you and I were writing it, we’d sit there and go, well, should we be surprised that the incumbents right, the status quo pushed back on innovation? No, there was a guy, there was a prophet, um. At, at Harvard, his name was Clay Christensen, and he wrote this wonderful book called The Innovator’s Dilemma. You know, why does, why don’t companies evolve, or why do they go bankrupt? It’s because they cease to evolve and the status quo doesn’t allow the evolution of the companies to take place. Right? Well, that’s what happened in RA. We’re gonna complain about it. No, it, it is what it is. It’s water under the bridge. And so what I think is happening is, you know, Mr. Diamond is basically saying. He’s pragmatic, he’s a realist. And now he’s saying, we gotta evolve. And hey, by the way, now I’ve gotten to the point where I think I can make a tunnel. Think about that. Yeah. Think about his own stable coins, right? So his own stable coins. And, uh, well think about this. If you trade like internal meetings, right? And I’m hyped this hypothetical, right? I go, fuck, don’t screw this up this time. And you’re gonna go, Jim, what are you talking about? I go. We want a nice bread between bid and ask in these financial price. We don’t wanna go down to pennies. Okay? Can we go back to the old days when we were, you know, trading in quarters and sixteenths and so we can make some skin in the game? I think you’ve got the deregulation of the banking industry where the banks are gonna, they’re fit. It’s gonna be baby steps. But what’s gonna happen is they’re gonna basically say, stop taking all that capital that’s sitting at the Fed, making four or fed funds rate overnights wherever it’s four half, 3 75 right now. And you can now trade it. Go back to prop trading, which is what they did. And they’re gonna start off, they will start off with, its only treasuries. Eventually they’ll be able to expand throughout our lifetime. So the old way you gotta look at it is, you know. We’re bringing the ba, you know, we’re putting the band back together, man. Right. And the banks are gonna deregulate, they’re gonna deregulate the banks, they’re going to innovate, they’re gonna be able to use the capital, their earnings profile going out into the end of the decade. It’s, it’s gonna be monstrous, it’s gonna be, you know, it, it’s, it’s, and, and that’s how I get, you know, when people say, where do you think the s and p goes? You know, I say, you know, 14,000, you know, double from here by the end of the decade. And he goes, well, what about ai? I go, well, they’re gonna, that’s important, but it’s the banks. I think the banks are gonna have a renaissance. Yeah. Yeah. Um, one thing just to get your thoughts on, so when you look at the banks, you talked about sort of the inevitability of tokenization. Um, the stock exchange, uh, we talked about stable coins. I mean, another great way for banks to make money. Uh, essentially where does that, how, how does that help or hurt Bitcoin adoption? Because Bitcoin is a sort of a separate, separate, you’re not, you’re not building on Bitcoin as much as you are, say, Ethereum, Mar Solana or, you know, some of the, some of the blockchain things. So, so is it just that. Is it just a, an adoption issue? Because you live in a, in a different world. You live in a world of blockchain and Bitcoin is, its currency. It’s weird, right? Because I, I’m writing this feed like, so Buck, where are you right now? Where, where, where are you located? I’m in Santa Barbara. You’re in California. So, yeah, so I’m in Toronto, right? Uh, you know, I lived in, worked in the States for, you know, a decade, a couple of decades, and I’m back home and it’s like, man, they don’t get it. Right, and, and, and, and what am I talking about? Well, well, this, this is the, the thing that you’ve gotta understand is this, right. Ethereum was invented by Vladi Butrin in this town, Joe Alozo, who’s the head of one of the largest Ethereum groups. Father is a dentist at Bathurst and Spadina. We’re up here and people are saying, oh, you know, president Trump don’t talk about being a 51st state. We act like a colony, duke. We are a, you know, we forget about calling us one. We are. So, look, it, look, there is no doubt in my mind that Ethereum is going to have a place and, and we’re going to use it. Seems like we’re going to use Ethereum and that’s the smart contract, you know? Um. And that’s fine. Um, you know, but going back in time. But, but remember, there’s not per, there’s not perfect scarcity there. So I like Ethereum, don’t get me wrong, but I look at Bitcoin and I look at the, I look at the scarcity, and I also look at the fact of, you know, what sa, what Sailor, if you sailor did a presentation in the middle of next year and all hell broke loose. What he did, and it’s, you know, and of course I’m hypothesizing. He basically went to New York and said, I am going to create fixed income products and I am going to give yields. On those products, and I’m coming after the stranded capital that sits on Wall Street that you guys have been ripping on for years. In the middle of last year, staler went public and declared war. Okay. Are we surprised that Jim Shane Oaks came out and everybody came out basically guns a blazing. Are we surprised? But what he, what Sailor did and put and slammed on the table is it’s pristine capital, it’s transparent capital. And what are you willing to pay for that? And now you GARP banks trading at. We have no idea what their capital structure really is. Honestly, we have an idea, but it’s very opaque, right? You know, the high quality names are trading at two, two to, you know, two times tangible book. You’ve got fintech’s companies trading at four to five times, right book, and you know, what’s Sailor doing right now? Diluting his stock so he can buy as much Bitcoin as he wants because he sees the next game. He says the hell with what you guys think the next game is going to be. Wall Street’s going to realize that Bitcoin is pristine capital and there’s only 21 million of it. What do you and, and what just happened today? What did Morgan Stanley just file a treasury company. So everything you and I are talking about, they know they’re smart guys, right? They’re real, they’re not. That’s, this is the whole point. They’re really, really, really smart. Okay. They see they’ve gone through the history. They know. Okay, so you’re sitting there, you get around the room, you say, so wait a minute. Wait. Whoa, sailor’s over here. And he’s basically saying he’s gonna give you a a pref that’s basically backed by Bitcoin charging 10%. And he’s going after our corporate clients. I mean, and what’s the pitch Buck? You’ve got a hundred million dollars. Okay, you got a hundred million dollars in the kitty. Okay, buck. What happens is you need $10 million a year for working capital, which is in cash, which means you’ve got $90 million sitting there idle. Hey, buck, I can give you 10% on that. You go to Jamie, he’s giving you two. What are you gonna do? Yeah. I think one of the issues right now is I the, the perceived risk profile of that. Right. Uh, you know. I tend to agree with you about the, uh, pristine nature of Bitcoin s collateral, but just in general, the perception. I don’t know that, that that’s. That’s the case. Well, you gotta go back to the fact that, do you think Bitcoin’s going to zero or not? No, of course not. Yeah. ‘ cause the Bitcoin doesn’t go to zero. There’s no, then, then that are, there’s Bitcoin could go to zero. There’s no, I mean, I don’t think, I mean, non-zero probability, of course, right? I don’t think it is. And if that has been, if it has been selected and now you have Wall Street coalescing it, I haven’t even mentioned the president of the United States or his family. Right. Uh, or the Commerce Secretary and his family, right? Or if you go to New York, wall Street, right, they’re all talking about it, right? So, I, I, you know, to me, I, I, the question about micro strategy, to me it’s not. That it’s a treasury company and it’s got a pile of Bitcoin. What does he do with it? Does he become a bank? Like why does it, this is me. I’m pitching him. Right. Hey, Mike, why don’t you just become a FinTech, say you’re like a FinTech company and you’ll get, and you, you’re gonna instantaneously trade it five to six times book. Why don’t you, why are you, you’re talking like you’re attacking them, but you’re still, you’re still a software company with a, with a big whack of Bitcoin that you are writing pres. Right? So, and, and so that’s, that’s how I look at it. I think the wave is too big. We are going to digitize. And the other thing that we didn’t really touch on with respect to AI and blockchain, and I’m gonna paraphrase the president. Right. Um, Mr. Trump is, look, um, it’s a matter of national security, duke, and when I hear that, I go back to the nineties in the eighties when I was in late eighties when I was an undergrad. Right. And it wasn’t China, it was Japan. And, and you know, what happened was, you know, it, it’s funny, Al Gore did deregulate so that. The internet could become for-profit. We all stood around and said, you know what the hell could, how do we make money on this? That’s, you know, what do we do? And then what did we do? We, we, we threw a ton of money at it and the United States controlled it. And what did we get out of it? We got out, we got, you know, all those companies. Right. The last thing I would say to you, and this is much more of a personal story, is I, when I was younger, I was in New York and it was 2000 and I was at the Grand Hyatt, and it was a tech, it was a tech conference and, uh, Larry Ellison Oracle was there and he gave a, he gave a, he gave a a, a fireside chat. Then, um, we go to a breakout room and, you know, in a break, I don’t know about if you’ve been to one, but you go to a breakout room, it’s a smaller room at the hotel, and you know, sometimes you got 25 people, sometimes you got 50 people, right. And, you know, I went to the, I went to the breakout with Mr. Allison ’cause of Oracle and I went in there and it was absolutely jammed and I was sweating and he just looked at us and he just ripped us. He AP Soly, just, I still have the scars today. I’m talking to you about it. Okay. He called it a bubble. He called it a bubble. He, he was early in calling it a bubble. I never forgot that. And then you sit there and see what he’s doing right now. Where he’s levering up the balance sheet. Now, to me, having survived in this game for such a long period of time, and I call it a game, it’s a game of strategy, whatever, you know, how does that not, you know, I would say to you, we were, your office was next to mine. Fuck. I remember New York, he’s loading the goose loaded in. He go in, he’s borrowing money from his grandmother. He’s, you know, what is going on. And he’s really stinking smart. You know, he’s, he, Larry Allenson just doesn’t do, and people, oh, he’s in, you know, he’s, no, he’s not, he’s, he’s like the mentor of all of these guys. You know what I mean? So there’s a, to me, there’s a discontinuity that these need to believe that we’re still early on because you know, what, if Larry’s, what do we take when Larry or Mr. Ellison is leveraging up to me, it’s profound because I’m anchoring off of my bias to the New York, the New York high at, at the Tech Co. I think it was, I think it was at Bear Stearn. I couldn’t remember Bear Stearns or Lehman. But you know, one of those I carry that experience on with the rest of my life. I do. It’s like, what is Larry thinking? Right? So he’s leveraging up buck. That’s all I know. He’s a priest or guy. Well, that’s probably a good place for us to stop, Jim, uh, chief, uh, market strategist at Wellington Elta Private Wealth. Thank you so much for joining me. Thanks so much and be safe. You make a lot of money but are still worried about retirement. Maybe you didn’t start earning until your thirties. Now you’re trying to catch up. Meanwhile, you’ve got a mortgage, a private school to pay for, and you feel like you’re getting further and further behind. Now, good news, if you need to catch up on retirement, check out a program put out by some of the oldest and most prestigious life insurance companies in the world. It’s called Wealth Accelerator, and it can help you amplify your returns quickly, protect your money from creditors, and provide financial protection to your family if something happens. The concepts here are used by some of the wealthiest families in the world, and there’s no reason why they can’t be used by you. Check it out for yourself by going to wealth formula banking.com. Welcome back to the show everyone. Hope you enjoyed it. Uh, and, uh, as I said before, do not ignore ai. This is something that you need to start using. Have your kids start using it. Uh, make sure that they, you know. They use it every day because this whole world is turning AI and it’s gonna happen. You know, it’s gonna happen in, in a blink of an, uh, blink of an eye. And the world is gonna change and there are gonna be real winners out there. And the winners are gonna be people who knew where there was, was going and kind of used it in their mind’s eye as they looked on navigating how. You know how to allocate their money. Anyway, that is it for me. This week on Wealth Formula Podcast. This is Buck JJoffrey signing off. If you wanna learn more, you can now get free access to our in-depth personal finance course featuring industry leaders like Tom Wheel Wright and Ken McElroy. Visit wealth formula roadmap.com.

It's EV News Briefly for Saturday 17 January 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyTESLA ENDS LIFETIME FSD IN U.S. BUT UK DODGES CHANGES https://evne.ws/4jNhiOt BYD STRETCHES BLADE BATTERY WARRANTY IN EUROPE https://evne.ws/4a2WT4A LOTUS HALVES ELETRE PRICE AFTER CANADA-CHINA EV DEAL https://evne.ws/3ZipGfc VW REVIVES EV PUSH WITH ID. 4 BECOMING TIGUAN https://evne.ws/4jKA7lb WORLD'S BIGGEST ELECTRIC SHIP BEGINS TRIALS IN HOBART https://evne.ws/4qEFODO CHINA'S EV MAKERS STALK THE US MARKET https://evne.ws/4qSfKEY CHINESE EREV TECH COULD POWER STELLANTIS SMALL CARS https://evne.ws/4bpJBjZ KIA EV5 STRUGGLES TO STAND OUT https://evne.ws/3ZiWvsr WILL.I.AM BETS ON THREE-WHEELED URBAN EV https://evne.ws/49KS5Qb APPLE'S SECRET CAR DIES, BUT LIVES ON THANKS TO AIR BNB https://evne.ws/4qtIeVO

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart TESLA ENDS LIFETIME FSD IN U.S. BUT UK DODGES CHANGES https://evne.ws/4jNhiOt BYD STRETCHES BLADE BATTERY WARRANTY IN EUROPE https://evne.ws/4a2WT4A LOTUS HALVES ELETRE PRICE AFTER CANADA-CHINA EV DEAL https://evne.ws/3ZipGfc VW REVIVES EV PUSH WITH ID. 4 BECOMING TIGUAN https://evne.ws/4jKA7lb WORLD'S BIGGEST ELECTRIC SHIP BEGINS TRIALS IN HOBART https://evne.ws/4qEFODO CHINA'S EV MAKERS STALK THE US MARKET https://evne.ws/4qSfKEY CHINESE EREV TECH COULD POWER STELLANTIS SMALL CARS https://evne.ws/4bpJBjZ KIA EV5 STRUGGLES TO STAND OUT https://evne.ws/3ZiWvsr WILL.I.AM BETS ON THREE-WHEELED URBAN EV https://evne.ws/49KS5Qb APPLE'S SECRET CAR DIES, BUT LIVES ON THANKS TO AIR BNB https://evne.ws/4qtIeVO

Twelve months into Donald Trump's second term as President, we examine what it's meant for the US workforce.For government workers it has been a year of cuts, sackings and Elon Musk's now disbanded DOGE - Department of Government Efficiency - group. Some sections of the workforce have felt their rights under attack. Meanwhile, many Republicans feel DOGE has been a success. Has the past year also provided opportunities for those switching to the private sector?If you'd like to get in touch with the programme, our email address is businessdaily@bbc.co.uk Presenter: Ed Butler Producer: Craig Henderson(Picture: President Donald Trump listens during a Cabinet meeting at the White House on the 26th of February 2025 in Washington, DC. He was holding the first Cabinet meeting of his second term, joined by Tesla and SpaceX CEO Elon Musk, then head of the Department of Government Efficiency (DOGE). Credit: Getty Images)

"Direct materials is the most under-innovated, untouched by modern technology of any spend area." - Spencer Penn, Co-Founder and CEO, LightSource Direct spend makes up the lion's share of the procurement budget, but all too often, it's still managed in spreadsheets and disconnected tools. Today's volatile supply market and relentless cost pressures demand more.  What is holding companies back from real transformation in direct procurement, and where do the smartest teams focus their innovation efforts? In this AOP podcast episode, host Philip Ideson speaks with Spencer Penn, co-founder and CEO of LightSource. Drawing from his hands-on experience at Tesla and Waymo, Spencer explains why direct procurement's digital journey has lagged behind indirect, and what it takes to move from manual, reactive "firefighting" to scalable, collaborative value creation.  If you're wondering how to unite engineering, procurement, and finance to drive structural cost reduction, or how to leverage tech for more than basic automation, this episode is a must-listen. In this episode, Spencer talks about how to: Make sense of why most direct procurement processes are still manual Learn how collaboration between procurement, engineering, and suppliers drives lasting savings See where legacy thinking and incentives stall change (and how to overcome it) Discover what tech can enable and when people are essential Find out why small sourcing decisions at scale become huge bottom-line wins Links: Spencer Penn on LinkedIn Subscribe to This Week in Procurement Subscribe to Art of Procurement on YouTube  

Shoot us a Text.Episode #1247: Canada slashes EV tariffs in a controversial China deal, OpenAI kicks off its ad-supported ChatGPT Go plan, and Recurrent CEO Scott Case calls out the real EV story: a booming used market dealers can't afford to miss.Show Notes with links: In a surprise move, Canada struck a deal with China to allow 49,000 Chinese-made EVs into the country annually at a dramatically lower tariff—down from 106% to just 6.1%—in exchange for agricultural trade concessions. The move has stirred both optimism and outrage across the automotive industry.The deal drew sharp criticism from Unifor and industry leaders, who say it rewards unfair labor practices.Critics say it could hurt Canadian auto jobs and complicate USMCA negotiations with the U.S.One of the qualifications is that the vehicles be priced around $30k CAD (25K USD)Don't call it a slow down says , Scott Case, CEO of Recurrent in is Automotive News Op Ed. Despite media headlines suggesting electric vehicle demand is cooling, Case says the narrative is missing the real story and it is that used EVs are booming as he urges dealers to ignore short-term noise and prepare for a long-term shift.Case argues that demand isn't falling, it's shifting to lower-cost used EVs as new prices soar.The used EV market is set to grow 5x, driven by a wave of off-lease EVs hitting the market in 2026.“Winning in the EV market means selling $30K vehicles with 300-mile range and Tesla charging access. In 2026, that means used EVs.” —Scott Case, Recurrent CEO OpenAI just opened the ad door inside ChatGPT as it launches its lowest-cost plan worldwide. That's right, ads are coming to the AI assistant for free and Go users in the U.S., marking a major monetization pivot ahead of a planned IPO.ChatGPT Go is now available globally at $8/month and includes GPT‑5.2 Instant access.Ads will appear as “Sponsored Recommendations” under responses for Go and free users. Sam Altman once called ads a “last resort,” but now says he's okay with them “if it doesn't violate user trust.”“Ads support our commitment to making AI accessible… by helping us keep ChatGPT available at free and affordable price points.” —OpenAI blogThis episode of the Automotive State of the Union is brought to you by Amazon Autos: Meet customers where they shop: reach high-intent buyers shopping for their next car on the #1 online retailer.Join 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/

Tesla will soon remove the option to purchase FSD outright. Plus: Model Y's design changes from last week – plus a couple more – come to the United States even sooner than expected this week, a California Supercharger station will soon expand to a record number of posts, Polestar shows some impressive growth, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly or (10% discounted!) annual pledge. Every little bit helps, and you can support for just $5 per month. And there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And NO ADS at every Patreon tier! Also, don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call is 1-888-989-8752. INTERESTED IN A FLEXIBLE EXTENDED WARRANTY FOR YOUR TESLA? Be a part of the future of transportation with XCare, the first extended warranty designed & built exclusively for EV owners, by EV owners. Use the code Lightning to get $100 off their "One-time Payment" option! Go to www.xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL too!). 

Amazon and Tesla have underperformed for 5 years. Is it time to give them the boot?

This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus on artificial intelligence, big tech, and where investors may be misreading the current cycle. The conversation explores how far along the AI bull market really is, what fundamentals still support it, and where the biggest opportunities and risks may emerge over the next several years. Munster and Clinton discuss market structure, capital spending, valuation, and technological inflection points across AI, software, hardware, and autonomous driving, offering a grounded but forward-looking framework for long-term investors.Main topics coveredWhy the AI bull market may still have multiple years left and how fundamentals support current valuationsNasdaq return expectations through 2026 and what earnings and multiples imply for investorsThe case for small-cap and non–Mag Seven tech outperforming as the AI cycle maturesHyperscaler AI capital spending and why CapEx growth could exceed current expectationsWhether AI pricing pressure leads to commoditization or expanding long-term value creationHow AI is changing the economics of infrastructure, platforms, and asset-heavy tech businessesApple's AI strategy, the future of Siri, and why expectations matter for valuationAlphabet, Amazon, and the evolving AI competition among the largest technology companiesEnergy constraints, data centers, nuclear power, and the infrastructure needed to support AI growthTesla, Waymo, and the realistic timeline for autonomous driving and robotaxi adoptionHow physical AI, autonomy, and robotics could reshape transportation and consumer behaviorTimestamps00:00 AI cycle outlook and why the bull market may still be early05:00 Nasdaq return expectations and earnings fundamentals10:30 Small-cap tech versus Mag Seven performance17:15 Hyperscaler AI CapEx and Nvidia's signals24:00 Infrastructure, pricing power, and AI commoditization debates32:30 Apple, Siri, and consumer AI assistants38:50 Alphabet, Amazon, and AI competition among mega-cap tech45:00 Energy, data centers, and nuclear power considerations48:10 Tesla, autonomy, and robotaxi timelines54:15 Waymo, market share, and the future of transportation

LAS VEGAS TUNNELS AND THE RELOCATION OF THE ATHLETICS Colleague Jeff Bliss. Jeff Bliss reports on the expansion of The Boring Company's tunnels in Las Vegas, which use Tesla cars to alleviate traffic congestion. He also discusses the Athletics baseball team's temporary move to Sacramento and the legal complications regarding their team name as they prepare for a permanent move to Las Vegas in 2028. NUMBER 11955 SANDS HOTEL

SHOW SCHEDULE1-17-251895 PARISLAS VEGAS TUNNELS AND THE RELOCATION OF THE ATHLETICS Colleague Jeff Bliss. Jeff Bliss reports on the expansion of The Boring Company's tunnels in Las Vegas, which use Tesla cars to alleviate traffic congestion. He also discusses the Athletics baseball team's temporary move to Sacramento and the legal complications regarding their team name as they prepare for a permanent move to Las Vegas in 2028. NUMBER 1BIG SUR REOPENS AND COPPER THEFT PLAGUES CALIFORNIA Colleague Jeff Bliss. Highway 1 in Big Sur has reopened after landslide repairs featuring new concrete canopies to protect the road. Bliss also details how copper thieves have crippled infrastructure in Sacramento and Los Angeles, contributing to broader political dissatisfaction with Governor Gavin Newsom regarding crime and the state's management. NUMBER 2FEDERAL IMMUNITY AND THE ICE SHOOTING IN MINNEAPOLIS Colleague Professor Richard Epstein. Professor Richard Epstein analyzes the legal battle over whether ICE agents have immunity from state prosecution following a fatal shooting in Minneapolis. He explains the complexities of absolute versus qualified immunity, arguing that the agents' aggressive conduct might weaken their defense against state charges in this specific instance. NUMBER 3SUPREME COURT LIKELY TO STRIKE DOWN TRUMP TARIFFS Colleague Professor Richard Epstein. Epstein predicts the Supreme Court will invalidate the Trump administration's emergency tariffs, arguing there is no statutory basis for the trade imbalances cited as justification. He anticipates a fractured decision where a centrist block of justices joins liberals to rule that the executive branch exceeded its authority. NUMBER 4MEXICO'S ALIGNMENT WITH DICTATORS AND INFRASTRUCTURE FAILURES Colleague Mary Anastasia O'Grady. Mary Anastasia O'Grady discusses Mexican President Claudia Sheinbaum's ideological support for the Cuban and Venezuelan regimes, including increased oil shipments to Havana. She also details a recent train derailment on Mexico's interoceanic line, attributing the failure to secrecy and no-bid contracts managed by the military. NUMBER 5ITALY STABILIZES PENSION COSTS AND CELEBRATES PASTA TARIFF CUTS Colleague Lorenzo Fiori. Lorenzo Fiori reports that despite high pension costs, Italy's economic reforms under Prime Minister Meloni have stabilized the system by increasing employment. Fiori notes that Italy's deficit and inflation have dropped significantly, and he celebrates the US decision to slash tariffs on Italian pasta imports. NUMBER 6SPACE STATION RETURNS, NUCLEAR MOON PLANS, AND BOEING STRUGGLES Colleague Bob Zimmerman. Bob Zimmerman discusses the early return of an ISS crew due to a medical issue and expresses skepticism about NASA's plan for a lunar nuclear reactor by 2030. He also highlights that the Space Force is shifting launches from ULA to SpaceX due to reliability concerns. NUMBER 7GLOBAL SPACE FAILURES AND CHINA'S REUSABLE CRAFT CLAIMS Colleague Bob Zimmerman. Zimmerman analyzes a failed Indian rocket launch that lost multiple payloads, though a Spanish prototype survived. He also critiques the European Space Agency for delays in debris removal missions and casts doubt on China's claims regarding a "new" reusable spacecraft, suggesting it relies on older suborbital technology. NUMBER 8DATA CENTERS STRAIN THE ELECTRICAL GRID Colleague Henry Sokolski. Henry Sokolski discusses the surging demand for electricity driven by AI data centers and the White House's proposal to auction power access. He argues that tech companies should finance their own off-grid generation, such as nuclear or gas, rather than forcing ratepayers to subsidize new transmission infrastructure. NUMBER 9ELON MUSK AND THE GOLDEN DOME DEFENSE PROPOSAL Colleague Henry Sokolski. Sokolski evaluates Elon Musk's proposal to create a "Golden Dome" missile defense system for the US. While the concept involves space-based sensors, Sokolski notes concerns regarding monopoly power, the reliance on a single contractor for national security, and the undefined costs of ground-based interceptors. NUMBER 10ECONOMIC LIBERTY AND THE LABOR MARKET IN THE AGE OF AI Colleague Kevin Frazier. Kevin Frazier explores how AI is reshaping the economy, noting that liberal arts graduates may be better positioned than STEM majors to handle new information synthesis. He advises legislators to focus on job creation and a fluid labor market rather than trying to protect obsolete professions through regulation. NUMBER 11EDUCATION REFORM AND THE AVOIDANCE OF A FEDERAL AI DEPARTMENT Colleague Kevin Frazier. Frazier argues for updating education, starting with teacher training in elementary schools and vocational partnerships in high schools, to prepare students for an AI future. He advises against creating a federal Department of AI, suggesting society should adapt to it as advanced computing rather than a unique threat. NUMBER 12SOVIET UNION'S SECRET 1972 LUNAR BASE AMBITIONS AND THE N1 ROCKET FAILURE Colleague Anatoli Zak, Publisher of RussianSpaceWeb.com. Anatoli Zak explains that in 1972, the Soviet Union pursued the L3M project to establish a permanent lunar base, refusing to concede the moon race immediately. However, repeated failures of the N1 rocket and the financial strain of competing with the US Space Shuttle eventually forced the program's cancellation. NUMBER 13ISS LAUNCHPAD ACCIDENT AND RUSSIA'S NUCLEAR ROLE IN CHINESE MOON BASE Colleague Anatoli Zak, Publisher of RussianSpaceWeb.com. A launchpad collapse has halted Russian cargo missions to the ISS, endangering the propellant supply required for critical orbit maintenance. Zak also details Russia's attempt to join China's lunar ambitions, with the Kurchatov Institute developing a nuclear reactor to provide electricity for a future Chinese moon base. NUMBER 14PERU NAMED NON-NATO PARTNER AS US COUNTERS CHINESE INFLUENCE Colleague Oscar Sumar, Deputy Vice Chancellor at Universidad Científica del Sur. Oscar Sumar discusses Peru's designation as a US non-NATO partner, a move designed to counter Chinese geopolitical expansion through infrastructure like the Chancay port. Sumar warns that while cultural ties are strong, the Chinese Communist Party poses a threat to Peru's democratic stability and political transparency. NUMBER 15ECONOMIC SLOWDOWN INDICATORS AND SECRECY AT THE WHITE HOUSE Colleague Jim McTague, Former Washington Editor of Barron's. Jim McTague observes unusually light traffic and retail activity in Washington, D.C. and Lancaster, signaling a potential economic slowdown. He notes blocked views of White House construction and predicts a recession driven by rising state taxes and the depletion of pandemic-era stimulus funds for local governments. NUMBER 16

Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's role in a deflationary world, inflation, Fed monetary policy, and the scrutiny around Jerome Powell. We also explore how AI is reshaping productivity and healthcare, the rise of humanoid robots, and what it all means for markets—plus a few laughs along the way.=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=======================0:00 - Intro1:01 – Are young people into bitcoin?6:58 - Deflation vs inflation (what it means for bitcoin)16:11 - AI agents & stablecoins: “what is money?”21:12 - Bitcoin price levels & Jordi's approach23:39 – Powell investigation (does it matter?)27:31 - Does GDP still matter?32:46 – Tesla & humanoid robots (how big is this?)39:05 – “Body Guard Circle” - security automation 43:07 – Humanoids reading humans (future risks)47:10 – Jordi's content & Miami live show

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart GM EDGES TOWARDS HYBRIDS IT ONCE DISMISSED https://evne.ws/45hM7ol TESLA COOLS BUT STILL DOMINATES AMERICA'S EV MARKET https://evne.ws/4jJlXRf TESLA KILLS OFF FSD AS A ONE-TIME “ASSET” https://evne.ws/3NpxmtB EVGO PLANS THOUSANDS OF FAST CHARGERS AT KROGER STORES https://evne.ws/4jOS5TU REPUBLICAN EV HOSTILITY IS EASING, NOT DISAPPEARING https://evne.ws/4pIvpG3 FOXCONN BETS ON E-AXLES IN HUNGARY FOR BMW https://evne.ws/49zWsgM KIA PLANS SUB-€25,000 CITY EV FOR EUROPE https://evne.ws/4sJ6uEV MAZDA KILLS MX-30 IN EUROPE BUT DOUBLES DOWN ON EVS https://evne.ws/49FeBdc BYD SEALION 5 PHEV TAKES AIM AT MID-SIZED SUV CROWD https://evne.ws/49z2aAV BYD SALES SURGE IN EUROPE AHEAD OF NEW TARIFFS https://evne.ws/3NlWKjX DAF STRETCHES LONG-HAUL BATTERY TRUCK RANGE PAST 500KM https://evne.ws/3Nu18gH CARNEY HUNTS TARIFF TRUCE TO PROTECT CANADA'S EV BET https://evne.ws/4qxBy9u

NHTSA extended Tesla's deadline to respond to an FSD investigation covering 8,313 potential traffic violations. The new February 23 deadline arrives just after Musk announced FSD will become subscription-only on February 14, the same day California's DMV gave Tesla to fix misleading marketing or face a sales ban. We break down what federal regulators are actually investigating, why Tesla is juggling three major probes simultaneously, and how the subscription pivot may be a legal hedge as regulators close in.

We kick things off with the existential dread of FOLLOW UP and the absolute joy of jury duty. While xAI's Grok is busy getting banned in Malaysia and Indonesia for its CSAM-generating "features," the Senate is unanimously passing the DEFIANCE Act to give us some legal teeth against the deepfake machine. Meta is busy nuking 550,000 Australian accounts to appease regulators, while Roblox's age verification is so broken that a drawing of stubble or a photo of Kurt Cobain can get you into the adult lounge. Moving IN THE NEWS, Meta is trading its $70 billion Metaverse graveyard for a Reality Labs layoff and a pivot to AI hardware, fueled by an "AI infrastructure" buildout that's hiring former Trump advisors. Bandcamp is heroically banning AI "slop," Matthew McConaughey is trademarking his own face to fend off the bots, and ICE's AI hiring tool is such a disaster it's accidentally fast-tracking mall security as "officers." Between self-help gurus charging $99 for chatbot "advice," GM finally settling its driver-spying suit with the FTC, and NASA prepping for a February moon shot while China plans to launch 200,000 satellites into our already crowded orbit, the future looks exactly as messy as we expected.For MEDIA CANDY, we've got Lord of the Rings marathons, the diner-bridge of Starfleet Academy, and the usual joy of streaming price hikes hitting our "Premium" plans. We're tracking the 2025 "In Memoriam" and Gabriel Pagan's exhaustive movie list before sliding into APPS & DOODADS. Jony Ive and Sam Altman are reportedly building an hearing aide called "Sweetpea" to kill your AirPods, Siri is officially Google Gemini's new puppet, and Apple is finally bundling its creative apps into a "Creator Studio" subscription trap. Tesla is making Full Self-Driving a subscription-only Valentine's gift (good luck with that), Ring is rebranding surveillance as a "fire-watching" assistant, and a Chinese app called "Are You Dead?" is the new must-have for the lonely. To cap it off, the internet proved its maturity by using "Words.zip"—an infinite word-search grid—to draw a giant phallus, because of course they did.AT THE LIBRARY features the Anthony Bourdain Reader, the return of Bob in the new Laundry Files book, and Jimmy Carr's guide to happiness, which is apparently cheaper than therapy. Then we descend into THE DARK SIDE WITH DAVE, where the dishwasher-installing, ham-radio-lunching Dave Bittner reveals Disney World has job openings for those of us who spent high school in the AV club. Lucasfilm is finally entering a new era as Kathleen Kennedy steps down, just as Galaxy's Edge admits the original trilogy exists, and we wrap it all up with lock-picking kits and the terrifying realization that Seymour from H.R. Pufnstuf is the ultimate Gen-X fursona.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Gusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.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/729Watch on YouTube! https://youtu.be/1Y1jnRDw7g0FOLLOW UPMalaysia and Indonesia are the first to block Grok following CSAM scandalSenate passes Defiance Act for a second time to address Grok deepfakesMeta closes 550,000 accounts to comply with Australia's kids social media banRoblox's age verification system is reportedly a trainwreckIN THE NEWSMeta refocuses on AI hardware as metaverse layoffs beginMeta's Layoffs Leave Supernatural Fitness Users in MourningMeta Creates High-Powered Team to Oversee AI Infrastructure BuildoutBandcamp prohibits music made ‘wholly or in substantial part' by AIMatthew McConaughey fights unauthorized AI likenesses by trademarking himselfICE's AI Tool Has Been a Complete DisasterSelf-Help Ghouls Are Charging People Absurd Prices to Talk to Impersonator ChatbotsThe FTC's data-sharing order against GM is finally settledNASA is ending Crew-11 astronauts' mission a month earlyNASA makes final preparations for its first crewed moon mission in over 50 yearsAs SpaceX Works Toward 50K Starlink Satellites, China Eyes Deploying 200KMEDIA CANDYBeast Games Season 2Star Trek: Starfleet AcademyGrumpy Old ListThe Ongoing History of New Music, episode 1069: 2025 in MemoriamDepeche Mode: MAPPS & DOODADSJony Ive and Sam Altman's First AI Gadget May Try to Kill AirPodsApple's Siri AI will be powered by GeminiApple's Mac and iPad creative apps get bundled into “Creator Studio” subscriptionTesla's Full Self-Driving is switching to a subscription-only serviceRing founder details the camera company's 'intelligent assistant' eraAre You Dead?: The viral Chinese app for young people living aloneGive the Internet an Infinite Word Search and the Internet Will Draw a Dick on ItAT THE LIBRARYThe Anthony Bourdain Reader: New, Classic, and Rediscovered Writing by Anthony BourdainObvious Adams: The Story of a Successful Businessman by Robert UpdegraffBefore & Laughter by Jimmy CarrThe Regicide Report (Laundry Files, 14) by Charles StrossTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingHow to Read a Book: A Novel by Monica WoodWalt Disney World Resort is looking for Entertainment Stage TechniciansGalaxy's Edge Will Soon Cover All Eras of ‘Star Wars'Kathleen Kennedy steps down as Lucasfilm president, marking a new era for the Star Wars franchiseSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Get the full 15 year ad-free archive, including all 2 hour extended interviews with THC+: Subscribe via the THC website: http://thehighersidechats.com/plus-membership Full Plus archive. Dedicated RSS feed. All THC, live shows, and bonus content. Subscribe via Patreon: http://patreon.com/thehighersidechats?fan_landing=true Full Plus archive. Dedicated RSS feed. THC + on Spotify. Payment through Paypal. About Today's Guest: Guy Anderson […] The post Guy Anderson | Tesla, Cabbage Patch Kid Cloning, & The Lost Empire Of Tartaria appeared first on The Higherside Chats.

It's EV News Briefly for Sunday 11 January 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyCan you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart HYUNDAI UNVEILS ELECTRIC STARIA AS ITS BIGGEST EV YET https://evne.ws/45MUjgr TESLA ADDS BARE-BONES LONG-RANGE MODEL Y FOR EUROPE https://evne.ws/3ZgX1Hm TESLA HITS 5M DRIVE UNITS AS SHANGHAI DOMINATES OUTPUT https://evne.ws/3LcsmrG VW OVERTAKES TESLA IN EV SALES OUTSIDE CHINA https://evne.ws/459GnNq TOYOTA TOPS JAPAN EV CHARTS WITH BZ4X PUSH https://evne.ws/4sKkUow PORTUGAL DANGLES €4,000 EV SCRAPPAGE CARROT https://evne.ws/4jOfcxS ZEEKR 7GT LINES UP DIRECTLY AGAINST TESLA MODEL 3 https://evne.ws/4sGmWpE

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla to stop selling FSD, Canada and EU to slash Chinese EV tariffs, the battery that could change the world, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) to stop selling Full Self-Driving package, moves to subscription-only: why it's a big move Tesla updates 2026 Model Y with new features, launches tiny third row in the US Canada breaks with US, slashes 100% tariffs on Chinese EVs to 6% EU and China are close to deal on electric cars, as Chinese EVs surge even with tariffs in Europe Rivian R2 validation units roll off production line, deliveries to follow ‘soon' Toyota's most affordable electric SUV is arriving soon This battery is about to change the world in 3 months, or make this guy a fool Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/7bkk6qDerFU

Venezuela's opposition leader María Corina Machado presented her Nobel Peace Prize to President Trump at the White House this week. CNBC's Robert Frank reports on the proposed billionaire tax in California, including the added penalty stirring up pushback in the state's tech community. Ark Invest CEO & CIO Cathie Wood, a longtime Tesla and crypto bull, lays out her expectations for investing opportunities in tech in 2026. Plus, in the age of GLP-1s, 2026 nutrition is all about one macro: protein. CEO of David Protein Peter Rahal discusses the wave of interest in protein gains and the technology that makes his products taste less like protein and more like chocolate.  Robert Frank - 07:15Cathie Wood - 15:22Peter Rahal - 29:16 In this episode:Cathie Wood, @CathieDWoodRobert Frank, @robtfrankBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shoot us a Text.Episode #1245: Honda unveils a brand-wide logo reboot, Tesla brings its massive Texas lithium refinery online, and U.S. workers pump the brakes on job-hopping—opting for stability and side hustles instead. Show Notes with links: Honda is officially going all-in on its new, wider “H” badge. What started as an EV-only identifier will now represent Honda's entire automotive business—from gas and hybrid vehicles to dealerships and motorsports—blending retro roots with a future-facing look.Honda's new badge, inspired by its 1960s-era logo, is wider, frameless, and intentionally more modern.Originally reserved for the upcoming 0 Series EVs, the logo will now appear across all Honda vehicles, including ICE and hybrids.The brand says the move unifies Honda's identity as electrification and internal combustion will coexist longer than once expected.Unlike many “flattened” rebrands, this logo leans on heritage while still fitting next-gen EV design language.Honda says the badge will “represent [the] Honda automobile business as a whole, including… dealership locations, communication initiatives, and automobile motorsports activities.”Tesla just flipped the switch on its Texas lithium refinery, bringing battery-grade lithium hydroxide production fully online. The company says it's the first refinery of its kind in North America—and a big step toward controlling more of its EV supply chain at home.The Corpus Christi-area facility converts raw spodumene ore directly into battery-grade lithium hydroxide, skipping common intermediate steps.Tesla says the simplified process is cheaper, faster, and more sustainable than traditional lithium refining methods.From groundbreaking in 2023 to operation in 2026, Tesla fast-tracked the project by running design, studies, and construction in parallel.Elon Musk called it “the largest lithium refinery in America” and added that it's “the most advanced lithium refinery in the world” and “very clean.”After years of churn, the job market has slammed the brakes. New data shows workers are far less likely to job hunt in 2026, choosing stability and side hustles instead as hiring slows and confidence drops across the U.S. workforce.Only 43% of workers plan to job search in 2026, down sharply from 93% last year, according to Monster.Economists are calling 2025 a “hiring recession,” with the weakest job gains outside a recession since 2003.About 75% of employees say they plan to stay put until at least 2027, a trend known as “job hugging.”Instead of switching jobs, nearly two-thirds of workers are turning to side hustles or extra income streams.Monster's Vicki Salemi says workers aren't disengaged, just cautious: “They're basically playing theJoin 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/

Kit's going through it, so we get down and rough it with the poor boy. It's nice to catch up with him, gives the crew an opportunity to connect some dots, draw some prospective lines. Between the continuance of Tesla v. World, acute personal loss, and unveiling Vibratory horizons, there are plenty of anchors to hang the threads. Perhaps too many.If you like what we're doing and want to support the show, please consider making a donation on Ko-Fi. Funds we receive will be used to upgrade equipment, pay hosting fees, and help make the show better.https://ko-fi.com/mappingthezoneIf you enjoyed our discussion, please check out the following media that relates to these chapters:Film/TV: The Wire (2002-2008), Mr. Show with Bob and David (1995-1998)As always, thanks so much for listening!Email: ⁠mappingthezonepod@gmail.com⁠Bluesky: https://bsky.app/profile/mappingthezone.bsky.socialTwitter: https://twitter.com/pynchonpodInstagram: https://www.instagram.com/mappingthezonepodcast/Merch: mapping-the-zone.myspreadshop.comShow art by Brad Wetzel: @bradspersecond (on IG and Reddit)bradspersecond.com

Join Mark Longo for the Friday, January 16th edition of the Hot Options Report as he breaks down a "banger" of a day in the options market. On a day where it took a massive 779,000 contracts just to break into the Top 10, the tape was dominated by explosive moves in semiconductors and some truly wild corporate "shenanigans." Today's Top Options Trading Stories: The Wolf Speed Phenomenon: Ticker WOLF shocks the market by kicking Nvidia and Tesla to the curb for the #1 spot. With 3.44 million contracts traded, the action was fueled by corporate restructuring fallout and a massive 1.14 million block of Jan 2 Puts. * The Semiconductor Surge: It was a banner day for chips. Micron (MU) popped nearly 8%, SMCI rallied 11%, and AMD saw heavy volume despite a late-day fade. We look at the strikes that paid off and the ones that left traders sweating. Tech Titan Tumble: Major names like Apple (AAPL) and Palantir (PLTR) came under pressure, leading to heavy premium-selling activity in near-term weekly options. Tesla & Nvidia Update: Even with massive volume, these perennial leaders fell to #2 and #3. We analyze the heavy interest in Nvidia's 190 calls and Tesla's 440 strike as traders fought for position. Hot Trade Insights: Micron (MU): A happy day for the 360 call buyers who caught the $26 surge. SMCI: High-velocity trading in the 30.5 calls as the stock cleared $32. Intel (INTC): A deep dive into the 50 strike that paper has been watching for weeks. For even more deep-dive data into today's options tape, visit TheHotOptionsReport.com .

On today's episode, we discuss how collapsing national currencies—from Iran's rial to Venezuela's bolívar—are driving ordinary people into Bitcoin and other cryptocurrencies as a last‑ditch store of value. Mark explains why institutional players like Vanguard and Morgan Stanley are finally recommending small crypto allocations, how ETF filings and FOMO are pushing Bitcoin higher, and why none of this should be confused with personalized investment advice. From there, the conversation moves to practical home tech: VPNs, Starlink, and why reliable local storage and good passwords still matter more than shiny gadgets when the internet goes dark. James and Mark also kick around Elon Musk's AI and robotics ambitions—Grok, xAI, Optimus, and full self‑driving Teslas—debating whether a Unix‑like, tightly controlled “Apple‑style” stack will prove safer than a more open, Windows‑like ecosystem for autonomous vehicles. A creek‑flooding scenario near James's house becomes a case study in what current self‑driving systems still miss, forcing humans to override software that cannot yet reliably interpret brown, moving water across a road. That leads into a broader discussion of how many edge cases engineers must sample before regulators will bless truly driverless cars, and why early adopters will inevitably be the ones whose mishaps teach the machines. Throughout, they keep circling back to a core theme: in both finance and transportation, new tech may be transformative, but ordinary users still have to live with the bugs, crashes, and unintended consequences of bleeding‑edge systems. Don't miss it!

AP correspondent Haya Panjwani reports on an ongoing investigation into Elon Musk's Tesla

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Private equity's favorite trick is making a comeback: buy up local businesses, roll them together, slap on some AI, cut staff, raise prices, and call it “efficiency.” From HVAC and plumbing to legal and professional services, the result is often the same—more debt, worse service, and frustrated customers.In this segment, Chris breaks down why roll-up economics frequently destroys value instead of creating it, and why history shows real winners don't buy their way to innovation—they invent it. From Kodak killing the digital camera to Amazon and Tesla building instead of rolling up, the lesson is clear: sometimes the old ways really are best. And for entrepreneurs, the backlash against these hollowed-out businesses may be the biggest opportunity of all.

This loaded episode of The Eddie Trunk Podcast starts with Stryper frontman Michael Sweet joining Eddie Trunk to discuss his recent thyroid cancer diagnosis and upcoming surgery. Sweet talks about Stryper's first-ever Christmas album 'The Greatest Gift of All,' featuring five traditional songs and five originals and also reveals details about the band's upcoming 18th studio album, a solo project with a vintage sound, and the long-awaited Stryper documentary. Then, it's Tesla frontman Jeff Keith and Steelheart vocalist Miljenko 'Millie' Matijevic joining Eddie to premiere their new collaboration covering Foghat's version of 'I Just Want to Make Love to You.' The pair share how their friendship blossomed on the Monsters of Rock Cruise five years ago over champagne and cigars, leading to this spontaneous project. After that, legendary drummer Josh Freese joins Eddie Trunk to discuss his latest creative project 'Just a Minute, Volume Two,' an album featuring 25 songs that each last only 60 seconds. Freese explains how the concept began during the pandemic as a fun creative outlet with no commercial intentions before Stone Gossard of Pearl Jam encouraged him to release it. The conversation reveals Freese's impressive career spanning punk, rock, and pop - from playing with Nine Inch Nails and Guns N' Roses to Weezer and Avril Lavigne.   Catch Eddie Trunk every M-F from 3:00-5:00pm ET on Trunk Nation on SiriusXM Faction Talk Channel 103.And don't forget to follow Eddie on X and Instagram!Follow the link to get your free 3-month trial of SiriusXM: http://siriusxm.com/eddietrunk Find all episodes of Trunk Nation: https://siriusxm.com/trunknation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The stainless-steel wedge on wheels has become a symbol of Elon Musk's bravado. The man with the midas touch unveiled his Next Big Thing, and a million fans duly got in line with deposits. At the time, Tesla and it's showman CEO could do no wrong. They were on a roll. In his own words, if nobody buys the Cybertruck, Tesla will redesign it to be more conventional. But could a redesign keep the looks whilst making it meet the road regs outside of the USA?Fast forward to now. North American sales have now dried up and regulatory barriers block global expansion, the Cybertruck faces an existential question: can it survive beyond its niche, or is this the beginning of the end for Tesla's most polarising product?Welcome back to a bonus edition of the podcast. My name is Martyn Lee and when I have something which requires a deeper look, you'll sometimes find these bonus shows showing up in your feed. Speaking of which, Patreon supporters get the bonus shows 7 days exclusively before they drop into the free feed.

A shocking SUV confrontation, sick astronaut conspiracies, ICE shot someone else in Minnesota, Verizon users meltdown over $20, falling asleep in your Tesla, the animal sex book, Ford worker gets rich of Trump heckling incident, a very surprising name resurfaces and so much more!See omnystudio.com/listener for privacy information.

A shocking SUV confrontation, sick astronaut conspiracies, ICE shot someone else in Minnesota, Verizon users meltdown over $20, falling asleep in your Tesla, the animal sex book, Ford worker gets rich of Trump heckling incident, a very surprising name resurfaces and so much more!

In this episode of the Solar Maverick Podcast, host Benoy Thanjan is joined by returning guest and co-host Nate Jovanelly, CEO and Founder of Sunraise Capital, for a deep dive into the US Residential Solar Outlook for 2026. With major policy changes, the elimination of Section 25D for homeowners, and a rapid shift back to third-party ownership models, the residential solar market is undergoing one of the biggest transformations in its history. Benoy and Nate break down what changed in 2025, how the Big Beautiful Bill reshaped the market, and what installers, investors, and homeowners need to understand heading into 2026. They explore the return of leases and PPAs, the growing importance of energy storage, the impact of FEOC and domestic content requirements, rising equipment complexity, and how customer acquisition is evolving. Nate also shares candid insights from building Sunraise Capital over the past two and a half years and offers advice for clean energy entrepreneurs navigating turbulent times.   Notable Quotes * “The only constant in solar is change.” * “Leases are back, and they're back for a reason.” * “Complexity is becoming the moat in residential solar.” * “Solar is still sold, not bought, and that has to change.” * “The companies that survive this period are going to thrive.”   Why This Episode Matters The residential solar industry is entering a new era. With homeowner tax credits gone, equipment rules tightening, and storage becoming mainstream, 2026 will separate the adaptable companies from the rest. This conversation provides real-world perspective from the front lines and cuts through the noise to explain what is actually happening in the market. About the Solar Maverick Podcast The Solar Maverick Podcast is a leading clean energy podcast hosted by Benoy Thanjan, Founder and CEO of Reneu Energy. The show features in-depth conversations with industry leaders, entrepreneurs, investors, and policymakers shaping the future of solar, storage, and the global energy transition. 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.   Nathan Jovanelly Nate is the CEO and Founder of SunRaise Capital's mission is to provide affordable and accessible renewable energy options to homeowners, while reducing carbon footprints and creating a sustainable future for generations to come. They achieve their mission by partnering with industry leading solar installers to provide our customers with the best possible solar experience at competitive rates. As the CEO of an innovative residential solar lease company, he spearheads strategic initiatives aimed at harmonizing the objectives of our funding partners, installation teams, and homeowners. With a relentless focus on alignment, he cultivates collaborative relationships to ensure mutual success and satisfaction across all stakeholders. Through innovative leadership and a commitment to transparency, he drives sustainable growth while delivering exceptional value to our investors, installers, and customers alike.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/       Nathan Jovanelly     SunRaise Capital Website:  https://www.sunraisecapital.com/     Linkedin:  https://www.linkedin.com/in/natejov/     Email:  nate@sunraise.com   Nate's other interviews on the Solar Maverick Podcast SMP 228: After the Big Beautiful Bill: What's Next for US Residential Solar? https://solarmaverick.podbean.com/e/smp-228-after-the-big-beautiful-bill-what-s-next-for-us-residential-solar/ SMP 205: Revolutionizing Solar Finance: How SunRaise Capital Attracts Investors to Residential Solar Projects? https://podcasts.apple.com/us/podcast/smp-205-revolutionizing-solar-finance-how-sunraise/id1441876259?i=1000702871242   SMP 194:  2025 Solar Outlook https://solarmaverick.podbean.com/e/smp-194-2025-solar-outlook/   SMP 176:  REplus takeaways https://solarmaverick.podbean.com/e/smp-176-replus-takeaways/   SMP 166: Residential Solar Trends https://solarmaverick.podbean.com/e/smp-166-residential-solar-trends/    SMP 150: How SunRaise Capital is innovating residential solar financing? https://solarmaverick.podbean.com/e/smp-150-how-sunraise-capital-is-innovating-residential-solar-financing/    Solar Maverick Episode 147:  RE+ Takeaways https://solarmaverick.podbean.com/e/smp-147-re-conference-takeaways/    Solar Maverick Episode 139: Opportunities and Challenges with the PJM Solar Market https://www.youtube.com/watch?v=u14GHBkqcqo    Solar Maverick Episode 134: 2023 Solar Predictions https://solarmaverick.podbean.com/e/smp-134-2023-solar-predictations/   SMP 131:  How Technology and Software are innovating the Solar Industry? https://solarmaverick.podbean.com/e/smp-131-how-technology-and-software-is-innovating-the-solar-industry/    SMP 100: US Residential Solar, Storage, and Electric Vehicle Trends https://solarmaverick.podbean.com/e/smp-100-us-residential-solar-storage-and-electric-vehicles-trends/    SMP 74: Impact on COVID-19 on Residential Solar https://podcasts.apple.com/us/podcast/smp-74-impacts-of-covid-19-on-residential-solar/id1441876259?i=1000475840259      SMP 58:  Residential Solar Financing and Other Interesting Topics https://podcasts.apple.com/tc/podcast/smp-58-residential-solar-financing-other-interesting/id1441876259?i=1000459212910    SMP 20:  The Solar Intrapreneur Story:  How Nate helped IGS become one of the biggest solar asset owners in the US https://podcasts.apple.com/tc/podcast/smp-20-solar-intrapreneur-story-how-nate-helped-igs/id1441876259?i=1000432329129   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.

Shoot us a Text.Episode #1244: Today we're talking about Tesla's FSD flip to subscription-only, the continued softening of auto credit conditions, and a loyalty report that says your customers are expecting way more. Show Notes with links: The Dealertrack Credit Availability Index closed out December at 99.6—its highest reading of 2025 and the strongest level since October 2022. It marks a continued return to pre-pandemic credit conditions, capping off a yearlong trend of easing lending standards.Approval rates rose to 73.7%, up 90 basis points from November and 80 bps from December 2024.Average contract rates dropped from 10.5% to 10.3%, while yield spreads also narrowed—making pricing more attractive for buyers.Subprime lending edged down from 14.3% to 14.1% month-over-month, though still up from 11.8% a year ago.Loans over 72 months grew in share, as consumers stretch payments to keep monthly costs manageable.Captive lenders led the loosening, but banks, credit unions, and finance companies all showed increased flexibility.Starting February 14, Tesla will stop offering its Full Self-Driving (FSD) system as a one-time purchase, moving exclusively to a monthly subscription model, according to CEO Elon Musk.FSD, which still requires active driver supervision, currently costs $8,000 or $99/month.Tesla hasn't said how many users pay for FSD, but Musk once admitted he was "kind of glad" not many bought the lifetime option.The shift may be tied to Musk's compensation package, which includes hitting 10 million active FSD subscriptions.California regulators are still considering suspending Tesla's sales license for 30 days over alleged misleading marketing of FSD capabilities.Tesla has not disclosed how many of its customers have bought or are paying monthly subscriptions for FSD.In its 28th annual Customer Loyalty Engagement Index, Brand Keys found that consumer expectations jumped a record-breaking 32% year-over-year — a shift that's shaking up brand rankings across industries and putting serious pressure on retailers to evolve.Hyundai once again ranked highest among automotive brands for meeting modern consumer expectations — its 17th year holding that title.Nearly 40% of product and service categories saw new leaders emerge, signaling a wave of disruption driven by more demanding buyers.Loyalty continues to deliver ROI: a 5% improvement can boost lifetime customer profits by up to 88%, while a 2% lift can cut marketing costs by nearly 30%.Amazon, Whole Foods, Shell, Ben & Jerry's, and Dollar General were also among the top performers in their categories.“The bottom line: loyalty moves markets.” – Robert Passikoff, President of Brand KeysJoin 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/

In this episode we talked about buying tickets for a concert, removal of the self driving feature on Tesla, and etc....Tune into SLAMRadio SiriusXM Channel 145

Jamie got her new Tesla yesterday and wait until you hear some of the new features! When she sits in her seat, it farts and that's just scratching the surface. You'll never guess what she did while it drove her to work this morning.

Jamie's got the car! Wait until you hear some of her Tesla's features. Do you have a name for your car?? People are telling Jamie she needs to name it. BJ is mixing our new Broncos song live on air this morning. Carson went to the stock show last night and got a bucket of what?

From Golden Globes glamour with Jessi Cruickshank and Sarah Jessica Parker's big honor, to wild NHL rumors about Linus Ullmark, plus Kyle Lowry's emotional Toronto return. We're talking Tesla's big subscription switch, BTS announcing a world tour, and Zoe Saldaña becoming the highest-grossing actor ever. All that and more—catch up now!

On this episode of Correct Opinions, we get into the great parking-spot debate, talk weird backstage moments (including getting yelled at), and unpack some classic chaos from the road.Get 40% off your entire order at http://Lolablankets.com by using code [CORRECTOPINIONS] atcheckout. Experience the world's #1 blanket with Lola Blankets.Own your health for $365 a year. That's a dollar a day. Learn more and join using my link.. Visit http://www.functionhealth.com/TREY or use gift code TREY25 for a $25 credit toward your membership.Join Thrive Market with my link http://ThriveMarket.com/CORRECTOPINIONS for 30% off your first order plus a FREE $60 gift!! Download Cash App Today: [https://capl.onelink.me/vFut/5zhgqoej] #CashAppPod. Cash App is a financialservices platform, not a bank. Banking services provided by Cash App's bank partner(s). Prepaid debitcards issued by Sutton Bank, Member FDIC. See terms and conditions athttps://cash.app/legal/us/en-us/card-agreement. Cash App Green, overdraft coverage, borrow, cashback offers and promotions provided by Cash App, a Block, Inc. brand. Visithttp://cash.app/legal/podcast for full disclosures.Join the patreon!http://patreon.com/treykennedyCHAPTERS:00:00:00 Intro00:07:41 The “Tebow group” call + special needs prom jokes00:08:23 I somehow become the spokesperson for anti-handicap spots00:09:53 Tesla scratch + Oklahoma State basketball trip planning00:19:56 Dakota Fanning, “I Am Sam,” and movie memory gaps00:22:29 The Oklahoma “paparazzi kid” + being on Ellen00:29:01 Jake Owen backstage story (and his social media crash-out)00:35:09 Security guard vibes + the DM about the “left behind” container00:39:02 Tour travel talk: the Sprinter van idea00:43:50 Correct Opinion: cooking with a toddler is more fun00:48:17 Proposal stories + surprise engagement strategy00:50:53 January 6th jokes (and what you can't say out loud)00:51:18 The pickleball group chat + flying to Shenzhen for paddles01:03:37 “Horse girl” energy and why it's a real archetype01:10:30 Wrap upSubscribe to the channel: https://www.youtube.com/channel/UCL3ESPT9yf1T8x6L0P4d39w?sub_confirmation=1 Subscribe to Correct Opinions on Apple: http://bit.ly/COPodcast

Nvidia can officially sell its chips in China, but not if China doesn't let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting the consultancy game. Exclusive: China's customs agents told Nvidia's H200 chips are not permitted, sources say (Reuters) Meta is closing down three VR studios as part of its metaverse cuts (The Verge) Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg) Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ) Microsoft's Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information) Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors) McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 things you need to know before the stock market opens today: Saks Global is filing for bankruptcy and bringing in a new CEO, Coca-Cola is scrapping plans to sell its Costa Coffee chain, Tesla will only offer its “full self-driving” feature as a monthly subscription, Japanese stocks hit a record high, and AI chip company Cerebras Systems is in talk to raise $1 billion dollars in a new funding round at a $22 billion valuation.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers.  Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

⏱️ Show Timestamps0:00 – Show Start4:00 – Trump Investigates Powell20:00 – Netflix Split & Stock Slump38:00 – Netflix Buy Rating44:00 – Dow Winners49:00 – Software Winners in the AI Age1:03:00 – Belief You Changed Your Mind On1:10:00 – Beaten-Down Stocks to Buy•Meta Data Center Play•International Stocks to Invest In•Tesla / SpaceX IPO DiscussionIn this episode, we break down the biggest market-moving stories shaping the current investing landscape. We start with the investigation involving Federal Reserve Chair Jerome Powell and what it could mean for markets, then shift to Netflix's stock split reaction, recent volatility, and whether the buy rating still holds. We also highlight Dow winners and identify software companies positioned to thrive in the AI age.Later, the conversation turns more reflective and strategic. We discuss a belief we've changed our minds on, why “investing in what you know” can be misleading, and which beaten-down stocks may present opportunity. The episode wraps with a look at Meta's data center play, international stocks worth watching, and thoughts on Tesla, SpaceX, and the IPO landscape ahead.#Investing #StockMarket #MarketNews #NetflixStock #FederalReserve #DowJones #AIStocks #TechStocks #Meta #InternationalStocks #Tesla #SpaceX #WealthBuildingSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart ELECTRIC CARS REACH A NEW UK MILESTONE https://evne.ws/45ILS5P THE UK'S EV SALES SHORTFALL https://evne.ws/4psvc9O TESLA'S EUROPEAN SALES SLUMP IN 2025 https://evne.ws/4qGDUSX TESLA LOSES BID FOR ‘CYBERCAB' NAME https://evne.ws/49b9vX0 HYUNDAI AUSTRALIA TO LAUNCH ELEXIO MID-SIZE EV SUV IN 2026 https://evne.ws/4psh4NK FORD GROWS SALES AS EV MOMENTUM FADES https://evne.ws/499vBJw EUROPE'S EV CHARGING PIVOTS TO REALISM https://evne.ws/3Z6kTxi NVIDIA UNVEILS REASONING AI FOR CARS https://evne.ws/4qM8zOU

Brian just launched his own evergreen fund, 1971 Capital and gives his 2025 market recap, covering the best performing assets among metals, Bitcoin and equities. We also discuss his thoughts on the future of bitcoin, gold, the equity market and the direction of interest rates. ** This podcast is not financial advice, it is for informational purposes only ** 0:00:    Opening sequence 4.30:    Moving to Dubai 12.00:  The decision to open the "1971 Capital Fund" 18.00:  Brian's thoughts on money and wealth 27.00:  The 4-year Bitcoin cycle, the move of gold, and if the past is indicative of the future 35.00:  The similarities of Bitcoin and Gold 45.00:  Have you missed investing in Bitcoin? 51.00:  Fear/Greed Index and transfer from early adopters to retail/funds 56.00:  Recent performance of Ethereum and other Alt-coins 1.03.00:  NFTs & Stablecoins 1.13.00:  US Stock Market Performance, NVDA, Tesla and the AI Trade 1.20.00:  Brian's thoughts on the Bond Market and the future of interest rates 1.24.00:  The future of housing affordability   Brian's amazing substack: https://1971capital.substack.com/   Until next time, love and good vibes.   Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI #crytpo #bitcoin #etherium #economics #entrepreneurship #investing #dollar #inflation