Podcasts about Tiz

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

This week’s Pulm PEEPs Pearls episode is all about spontaneous breathing trials (SBTs). SBTs are a standard part of the daily practice in the intensive care unit, but the exact methods vary across ICUs and institutions. Listen in to hear about the most common methods of SBTs, the physiology of each method, and what the evidence says. Contributors This episode was prepared with research by Pulm PEEPs Associate Editor George Doumat. Dustin Latimer, another Pulm PEEPs Associate Editor, assisted with audio and video editing. Key Learning Points What an SBT is really testing An SBT is a stress test for post-extubation work of breathing, not just a ventilator check. The goal is to balance sensitivity and specificity: Too hard → unnecessary failures and delayed extubation Too easy → false positives and higher risk of reintubation Common SBT modalities and how they compare T-piece No inspiratory support and no PEEP Highest work of breathing Most “physiologic” but often too strict Pressure support (PS) + PEEP (e.g., 5/5 or 8/5) Offsets ETT resistance and provides modest assistance Easier to pass than T-piece CPAP (0/5) No inspiratory help, but provides PEEP to counter ETT resistance Sits between PS and T-piece in difficulty Evidence favors pressure-supported SBTs for most patients Large meta-analysis (~6,000 patients, >40 RCTs): Pressure-supported SBTs increase successful extubation (~7% absolute benefit) No increase in reintubation rates Trials (e.g., FAST trial): Patients pass SBTs earlier Leads to earlier extubation and fewer ventilator-associated risks Bottom line: A 30-minute PS 5/5 SBT is evidence-based and appropriate for most stable ICU patients When a T-piece still makes sense T-piece SBTs are useful when: Cost of reintubation is high Difficult airway Prior failed extubation Pretest probability of success is low Prolonged or difficult weaning Tracheostomy vs extubation decisions Need to mimic physiology without positive pressure In LV dysfunction or pulmonary edema even small amounts PEEP may significantly improve physiology Some centers use a hybrid approach: PS SBT → short confirmatory T-piece before extubation CPAP as a middle ground Rationale: Allows full patient effort while compensating for ETT resistance Evidence: Fewer and smaller trials Possible modest improvement in extubation success No clear mortality or LOS benefit Reasonable option based on patient physiology, institutional protocols, and clinician comfort No single “perfect” SBT mode Across PS, T-piece, CPAP, and newer methods (e.g., high-flow via ETT) there are no consistent differences in mortality or length of stay What matters most: Daily protocolized screening Thoughtful bedside clinical judgment Matching SBT difficulty to patient-specific risk Institutional variation is normal—and acceptable Examples: PS 10/5 in postoperative surgical ICU patients PS 5/0 as an intermediate difficulty option Key question clinicians should ask: What does passing or failing this specific SBT tell me about this patient's likelihood of post-extubation success? Take-home pearls SBTs are stress tests of post-extubation physiology. PS 5/5 for 30 minutes is a strong default for most ICU patients. T-piece trials are valuable when false positives are costly or physiology demands it. CPAP is reasonable but supported by less robust data. Consistency, daily screening, and judgment matter more than the exact mode. References and Further Reading Burns KEA, Khan J, Phoophiboon V, Trivedi V, Gomez-Builes JC, Giammarioli B, Lewis K, Chaudhuri D, Desai K, Friedrich JO. Spontaneous Breathing Trial Techniques for Extubating Adults and Children Who Are Critically Ill: A Systematic Review and Meta-Analysis. JAMA Netw Open. 2024 Feb 5;7(2):e2356794. doi: 10.1001/jamanetworkopen.2023.56794. PMID: 38393729; PMCID: PMC10891471. Burns KEA, Sadeghirad B, Ghadimi M, Khan J, Phoophiboon V, Trivedi V, Gomez Builes C, Giammarioli B, Lewis K, Chaudhuri D, Desai K, Friedrich JO. Comparative effectiveness of alternative spontaneous breathing trial techniques: a systematic review and network meta-analysis of randomized trials. Crit Care. 2024 Jun 8;28(1):194. doi: 10.1186/s13054-024-04958-4. PMID: 38849936; PMCID: PMC11162018. Subirà C, Hernández G, Vázquez A, Rodríguez-García R, González-Castro A, García C, Rubio O, Ventura L, López A, de la Torre MC, Keough E, Arauzo V, Hermosa C, Sánchez C, Tizón A, Tenza E, Laborda C, Cabañes S, Lacueva V, Del Mar Fernández M, Arnau A, Fernández R. Effect of Pressure Support vs T-Piece Ventilation Strategies During Spontaneous Breathing Trials on Successful Extubation Among Patients Receiving Mechanical Ventilation: A Randomized Clinical Trial. JAMA. 2019 Jun 11;321(22):2175-2182. doi: 10.1001/jama.2019.7234. Erratum in: JAMA. 2019 Aug 20;322(7):696. doi: 10.1001/jama.2019.11119. PMID: 31184740; PMCID: PMC6563557. Burns KEA, Wong J, Rizvi L, Lafreniere-Roula M, Thorpe K, Devlin JW, Cook DJ, Seely A, Dodek PM, Tanios M, Piraino T, Gouskos A, Kiedrowski KC, Kay P, Mitchell S, Merner GW, Mayette M, D’Aragon F, Lamontagne F, Rochwerg B, Turgeon A, Sia YT, Charbonney E, Aslanian P, Criner GJ, Hyzy RC, Beitler JR, Kassis EB, Kutsogiannis DJ, Meade MO, Liebler J, Iyer-Kumar S, Tsang J, Cirone R, Shanholtz C, Hill NS; Canadian Critical Care Trials Group. Frequency of Screening and Spontaneous Breathing Trial Techniques: A Randomized Clinical Trial. JAMA. 2024 Dec 3;332(21):1808-1821. doi: 10.1001/jama.2024.20631. PMID: 39382222; PMCID: PMC11581551. Mahul M, Jung B, Galia F, Molinari N, de Jong A, Coisel Y, Vaschetto R, Matecki S, Chanques G, Brochard L, Jaber S. Spontaneous breathing trial and post-extubation work of breathing in morbidly obese critically ill patients. Crit Care. 2016 Oct 27;20(1):346. doi: 10.1186/s13054-016-1457-4. PMID: 27784322; PMCID: PMC5081985. Yi LJ, Tian X, Chen M, Lei JM, Xiao N, Jiménez-Herrera MF. Comparative Efficacy and Safety of Four Different Spontaneous Breathing Trials for Weaning From Mechanical Ventilation: A Systematic Review and Network Meta-Analysis. Front Med (Lausanne). 2021 Nov 22;8:731196. doi: 10.3389/fmed.2021.731196. PMID: 34881255; PMCID: PMC8647911.​

Hello Christmenteers.....Yes another classic re-play on our Christmas series.....Tiz the time of year to play all of these older shows, plus we will try to get the new ones on before Santa comes to town lol...So here we go with show No# 4Intro: Jingle Bell Rock-The Mistletoe Disco Band1. Santa's Gone Surfin'-The Malabooz2. Christmas For The free-argent3. Upon The Housetop-The Chipmunks4. Sleighride-The Ronettes5. Wonderful Christmastime-Wings6. The Night Before Christmas Song-The Carolers singers7. Tell It To The mountain-The Brothers 48. Another Lonely Christmas-Prince9. Someday at Christmas-Stevie Wonder  10. Little Bright star-Supremes11. Santa Clause Is Coming To Town-Partridge Family12. Winter Wonderland-P.K. & The Sound Explosion13. 2000 Miles-The Pretenders14. Parade Of The Wooden Soldiers-Ramona Gerhard15. Scrooge-The Ventures16. Deck The Halls-Julie Andrews17. God's Christmas Tree-The Southwest High School Choir 18. Jingle Bell Rock-Dean Torrance & Mike Love19. Yingle Bells-Yogi Yorgenson20. Caroling, Caroling-Nat King Cole21. White Christmas-Baby Washington22. Here Comes Santa In A Red Canoe-Frank Delima23. Run Rudolph Run-Chuck Berry24. Presents For Christmas-Solomon Burke 25. Merry Christmas, Happy New Year-Brooke Benton26. Pop's We Love you-The Motown Stars27. Away With The Manjor-Tennessee Earnie Ford28. A Christmas Song-Shawn Phillips29. Easier Said Then Done-John Anderson30. The Little Christmas tree-Richard Wintergarden31. Ho-Ho-Ho-Elton John32. Jingle Bells-Bob Mansky Choir33. Snow White Rock Christmas-Vibra Corp.34. Reggae Christmas-Gable Hall School Choir35. Jingle Bells-Lou Donaldson36. Do They Know It's Christmas-Band aid37. White Christmas-Billy Squire38. Great Somebody-The Southwest High School Choir39. This Time Of Year-Brooke Benton40. Make Christmas Bring You Happiness-Luther41. Carol De Luther-Rita Ford Collection42. Silver Bells-Jack Jones43. Sleigh Ride-Johnny Mathis44. Santa Clause Is Coming To Town-The Crystals45. We Wish You A Merry Christmas-The Ventures 46. Hark The angles Sing-The peanuts Gang47. Let's make Christmas Mean Something This year-James brown48. The Lord's Prayer-Jim Neighbors Outro: Jingle bell rock-The Mistletoe Disco Band

Hay gente que se gana loterías evidentes y hay otra que se gana lo que parece todo lo contrario: aquel número de toda estadística que advierte lo que puede salir mal. Y sale mal. Y se complica. Y cuando se cree que no puede salir peor, sale peor. Las verdaderas pruebas de la vida, son aquellas para las que no te prepara nadie. Y lo que sale de ti, habla de lo que llevas por dentro. Fe o desespero. Rabia o resiliencia. Juanita y Tiz, y en realidad, toda su familia, son un ejemplo de todo lo bonito que puede salir de un ser humano, cuando la vida cambia todos y cada uno de los puntos del libreto.

JK and Jack discuss Tiz the Law, Funny Cide, the Bus, and NY racing!

JK and Jack discuss Tiz the Law, Funny Cide, the Bus, and NY racing!

Tiz war im Paul-Kalkbrenner-Stadion und bringt frischen Gossip mit, Saubaazi hat gleich doppelt abgeliefert – auf Tour mit Unantastbar und auf der Wiesn. Und Arti? Der war – zumindest seiner Meinung nach – bei einem halben Nirvana-Konzert. Natürlich wird wieder „Lass stehen“ gespielt, und am Ende wird's gewohnt albern. Also: alles wie immer – nur besser!

Neue Staffel mit Verluste! Haben wir nicht eben mit der neuen Staffel angefangen? Direkt sind wir nicht mehr vollzählig. Sei es drum. Tiz kitzelt nerdige Kamerafacts aus Saubaazi heraus, da dieser beim Eishockey filmte. Dazu hatten beide noch Geburtstag. Wir feiern das LineUp vom Rock am Ring, Tiz wird auf Paul Kalkbrenner steil gehen und es wird über Penen gelacht. Penisse. Wie auch immer. Hauptsache Kuchen. Und Bier. Wir haben sturmfrei! JUHU.

Ya no podemos decir “la España vaciada”, sino “la España olvidada y quemada”, incluso "la España no remota”...Una nueva consigna activista lleva este lema “Salvemos el mundo rural agredido”.Estamos viviendo una ceremonia de la confusión. Y así lo hemos conceptuado al hablar de “Todas somos todas” contra la violencia de género con Cristina Fallarás. Y lo hemos aplicado también en cuanto al genocidio de Gaza. Pero esta etiqueta mental, la de "Ceremonia de la Confusión", la ideamos para el programa, tras escuchársela a Ignacio Abella debatiendo precisamente el tema que hoy nos ocupa. El de los incendios en España de la última parte del verano. Y si la estamos nombrando como tal, como "ceremonia", y como confusión es porque, de alguna forma, la ciudadanía de todas partes estamos preparándonos para dejar de estar confundid@s, para dedicar más tiempo a pensar en lo nuestro, en lo que de verdad nos tiene que importar. No podemos obviarlo y que quede, una vez más, empañado por la maldita manía de salir del trabajo y dedicarnos a consumir compulsivamente, es decir, sin pensar en lo que invertimos, qué compramos, solo por el hábito de capitalizar rápidamente la monetización de nuestros esfuerzos laborales.Es tiempo de aprender, de comprender y de participar en nuestro presente y en nuestro futuro. Por el bien de tod@s y para reparar el daño que los males por la intervención humana están produciendo en el paisaje ecosocial. Eco y social, todo junto. ECOSOCIAL.Contamos con una gran mesa redonda para intentar aclarar las mentes, las conciencias y las decisiones institucionales, donde nos espera el escritor y xornalista gallego Manuel Rivas el Catedrático de la Universidad de León y activista Alfonso Fernández Manso, la historiadora política hispanofrancesa Agnés Delage, Miguel Ángel Gallego, presidente de la Asociación Tyto Alba del Bierzo y nuestro Joaquín Araújo.Y debatiéndonos aún en la premisa que nos deja Rivas (la necesidad de sembrar escrúpulos), contamos con las reflexiones del escritor asturiano Jaime Izquierdo, los textos de Ignacio Abella y un Cuaderno de Nidos de Raúl Alcanduerca muy oportuno “Tizón en la repisa”. Club de la Hojarasca: Marta Iraeta, Diego RJ e Isabel Ruíz Lara. Con Puerto Martín armonizando la música de las hojas.Y ahora inspira profundamente el aire limpio que te regalan cada día los bosques intactos, espira y funde tu suspiro con el canto de los insectos, las aves y las personas de esa especie de la buena gente... Y vibra, vibra por la justicia ecosocial, por una España rural cansada de promesas incumplidas y de abandono institucional y vibra por la paz mundial, porque estás entrando en territorio conmovido… ¡Arriba las ramas!HT: #StopMegaIncendiosEscuchar audio

Mal wieder alles Neu bei Spontamikotze. Arti brilliert mit Abwesenheit, Tiz war arbeiten, Saubaazi hat sich auf nem Open Air einen eingelötet und Ersatzmann Marco hat einen auf Touri gemacht in Bayern. Letzterer darf seinen neuen Lieblingssong nicht in Dauerschleife hören, dafür ist man sich einig, dass Orchesterunterstützung bei Livekonzerten nen Upgrade sind. Entscheiden Sie sich jetzt: Stuhlen oder Singen und wann war es unangebracht sich zu übergeben?! Das und vieles mehr bei Ihrem Lieblingspodcast. Nur echt mit schräger Tonspur!

Folgentitel? Keine Ahnung – aber Tiz ist zurück! Wir haben's vergeigt – der Titel ist uns tatsächlich entfallen. Aber viel wichtiger: Tiz ist wieder am Start!

Was ist besser als drei Podcaster? Richtig – vier! In der neuen Folge des Kamikaze Podcasts wird das Wochenende revuepassiert – oder besser gesagt: auseinander genommen. Tiz berichtet von seinem Abend als Moderator: Wer trug keine Hose, wer kein T-Shirt? Und was brachte Arti in den letzten Wochen so sehr aus dem Gleichgewicht? All diese Fragen – und noch mehr – werden geklärt. Reinhören lohnt sich!

Kamikotze Podcast – Staffel 4, Folge 47 In dieser Folge berichtet Saubaazi von seinem neuen Job bei Stahlzeit. Arti erzählt, wie er mit Gewalt versuchte zu entspannen, während Tiz auf der Suche nach einem geeigneten Tag-Team-Partner für den ultimativen Kampf gegen Zombies ist. Wie immer wird gelacht, diskutiert und abgedreht fabuliert – Kamikotze-Style!

Schiff Ahoi! Kamikotze ist wieder vollzählig an Bord. Die Reise führt uns diesmal auf luxuriöse Kreuzfahrtschiffen Orten wie Stonehage und Rotterdam. Tiz sammelt fleißig Kilometer und läuft dabei allen davon, während Arti beim Berliner Halbmarathon alles gibt. Till Reiners wird gebührend gefeiert – und auch das liebe Geld spielt eine zentrale Rolle.

rWotD Episode 2863: Forfun Welcome to Random Wiki of the Day, your journey through Wikipedia’s vast and varied content, one random article at a time.The random article for Thursday, 6 March 2025 is Forfun.Forfun was a Brazilian alternative rock band which reached the peak of its popularity in the mid- to late 2000s. Formed in Rio de Janeiro in 2001, their initial line-up comprised vocalist/guitarist Danilo Cutrim, bassist Vítor Isensee and drummer Bruno Tizé. By 2002, Tizé left the band and was replaced by Nicholas Christ, while Isensee switched his position with Rodrigo Costa to become second guitarist. Their first shows were frequently attended by the sons of then-Deputy (and future President) Jair Bolsonaro, Eduardo and Carlos, who were personal friends of the bandmembers; Eduardo would later cameo in the music video for "História de Verão". They released in 2003 the demo album Das Pistas de Skate às Pistas de Dança, which was a significant underground hit, and in 2005 their official debut, Teoria Dinâmica Gastativa, produced by Liminha, came out through Universal Music Group.Following the release of Polisenso (2008) and Alegria Compartilhada (2011), which counted with guest appearances by rapper Black Alien and big band Funk Como Le Gusta, the group reached further proeminence due to their nominations to the MTV Video Music Brazil award in 2006, 2009, 2011 and 2012; in the 2005 edition, they performed a cover of Ultraje a Rigor's "Nós Vamos Invadir Sua Praia" alongside Leela, Ramirez and Dibob, with whom they would develop a strong friendship. In 2012 they collaborated on the song "Rio Porque Tô no Rio", described as an ode to Rio de Janeiro.In 2007, they collaborated on the eighth album by Santos-based band Charlie Brown Jr., Ritmo, Ritual e Responsa, co-writing and performing the track "O Universo a Nosso Favor". On February 13 and 14 of the same year, they participated in a show organized by MTV Brasil alongside Fresno, Hateen, Moptop and NX Zero; a live album of the performance would be released soon after, titled MTV ao Vivo: 5 Bandas de Rock.In 2013, they released the DVD Forfun ao Vivo no Circo Voador, recorded on December 20, 2012, and which counted with guest appearances by their friends from Dibob, Toni Garrido of Cidade Negra and Dead Fish vocalist Rodrigo Lima. The DVD contains three studio tracks recorded as extras: "Ahorita", "Malícia" and "Terra de Cego".Their final studio album, Nu, came out in 2014. The following year they announced they would be ceasing their activities; Rodrigo Costa would elaborate in a 2019 interview that the major reason of the band's end was that he was veering from their initial "left-wing ideals", causing a rift between him and his colleagues. In 2016, Cutrim, Isensee and Christ formed a new project, Braza, and alongside former members of Dibob and Ramirez, Costa founded the group Tivoli.In 2022, they released the DVD Forfun ao Vivo na Fundição, originally recorded on December 12, 2015, at the last show of their farewell tour.This recording reflects the Wikipedia text as of 01:12 UTC on Thursday, 6 March 2025.For the full current version of the article, see Forfun on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Mastodon at @wikioftheday@masto.ai.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm neural Stephen.

Arti und Tiz sind richtig gut drauf – oder auch nicht. In dieser Folge geht's um alles, was sie gerade nervt: Medien, Alltagswahnsinn und absurde Fragen des Lebens. Braucht der Mensch eine TÜV Plakette? Haben wir bereits das Musik-Album des Jahres gefunden? Und vor allem: Woraus schmeckt Bier eigentlich am besten? Die Antworten (oder noch mehr Fragen) gibt's in Folge 40 von Kamikotze!

This week we speak with our friend Tiziana "Tiz" Pontoriero, who shares a powerful story about overcoming trauma via BJJ. Most of you know Tiz as jovial, kind, and happy on the mats; however, you probably do not know why she started BJJ in the first place. In this episode, Tiz explains the traumatic event, while vacationing in Rome, which launched her journey into BJJ. It was not easy, as you will learn, however Tiz's message is clear: be brave, overcome your fears, and watch how your life improves. Enjoy.Episode resources:Sponsor:Honest Supplements - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://honestsupplements.com⁠⁠

Tiz und Arti sprechen diesmal – zwischen verzerrten Gitarrenriffs und gesellschaftlichen Dissonanzen – über den Punk in der Musik. Zudem stehen die Wahlen an, aber wen eigentlich? Die beiden sind ehrlich ratlos und lassen euch an ihren Gedanken und Zweifeln teilhaben. Außerdem hat Arti wieder ein paar Highlights im Gepäck: Es gibt 3 Fragen, die Tiz ins Schwitzen bringen und ein "Lass Stehen" der Extraklasse. Also, schnallt euch an, dreht die Lautstärke hoch und seid dabei, wenn Chaos und Klartext aufeinandertreffen.

In dieser explosiven Episode von KAMIKOTZE mit Arti und Tiz geht es rasant zur Sache! Die beiden nehmen sich die legendäre Ski-Abfahrt Streif vor – ist das noch Sport oder Karneval?. Doch damit nicht genug: Es gibt jede Menge neue Musik, die das Duo feiert, zerreißt oder für absolute Hits erklärt. Und als wäre das nicht wild genug, sorgt ein völlig durchgeknalltes Spiel für Chaos, Lacher und unerwartete Wendungen. Eine Folge, die man nicht verpassen sollte!

Tiz und Arti fetzen durch eine knackige Sendung und labern über Papa Roach und wie es ist, eine Skipiste hoch zu rennen. Welches Tier wohnt bald im Garten von Tiz und warum Decathlon über Nacht eine ziemlich geile Idee sein kann, hört ihr in Folge 36 der Staffel 4 von Kamikotze.

Changing lives forever. Today we are celebrating 20 years of ministry in Texas and NB Church with Pastors Larry and Tiz Huch. They have, and continue to make an impact with their unwavering stand for Israel, critical outreaches to the Jewish people, and ministering to people in other areas of the world and around the U.S. Blessings Pastors Larry and Tiz and Happy Birthday Pastor Larry! To learn more about Larry Huch Ministries, our broadcast, podcast, outreaches, current TV offers, other resources, how to give, and so much more visit https://larryhuchministries.com.ide means, why Israel has no part in it, and how to share the truth with others.

Dénle play a esta conversación inspiradora junto a una mujer a quien admiramos profundamente y que soñábamos con invitar a uno de nuestros episodios más especiales: Tiz Gallo,¡una mujer que decidió reinventarse a los 50! Una transformación que llegó justo cuando la vida la trajo, después de 30 años, de vuelta a su país de nacimiento. Tiz nos abre su corazón y nos comparte historias increíbles y muy retadoras de su vida en Estados Unidos, todo lo que tuvo que aprender, cómo es hoy su relación con DonCa, su papel como abuela y cómo vive su día a día. Una conversadita de esas que se disfrutan y que hacen que nos olvidemos del tiempo. Este episodio es posible gracias a dos marcas que adoramos: Go English Live (@goenglishlive.co), con quienes pueden aprender inglés con clases online y profesores nativos; y Kargo (@fulareskargo), nuestro aliado de siempre en la maternidad. Si te gusta el episodio o eres parte de El Club del Caos, compártelo y síguenos en tu plataforma favorita para no perderte ningún episodio. ¡Déjanos tu valoración, nos encanta saber qué piensas!

Episode 24-37 October 17, 2024 Tiz' the Season Time: Thursday 8:30 a.m. (e.s.t.) Phone: 605-475-4000 Access Code: 799479# Ever wonder how other Sales Professionals are successful?  What they do to make (or break) the sale?  How professionals from other industries view the water treatment industry? Moti-Vitality helps eliminate that guesswork with the MV Pro Call! [...]

Will Tizard is an Arizonian guy who has been living in Prague, Czech Republic for over 25 years. He originally started off on stage at the Scottsdale Arizona Center for the Performing Arts before heading to LA to work a stint as a local crime reporter. Today… He's a correspondent for Euronews. He's the Central European Correspondent for Variety (the preeminent entertainment industry trade magazine) He's a contributor to National Geographic He's a producer at Radio Free Europe He's a videographer and... Occasionally a character actor appearing in TV, film and commercial roles  like The Musketeers and 1864 And most importantly, he's Todd's friend…   Today Todd Kramer and Jay Reum talk to Will about a life of creativity, news, media, film, European culture and yes, even acting! Here he iz… the Tiz (he hates that). IMDB ※=※=※=※=※=※=※=※=※=※=※

Beatriz Gallo, más conocida como Tiz dejó su ciudad natal, Medellín, desde muy joven. El trabajo de Eduardo, su esposo, requería que estuvieran abiertos a la posibilidad de vivir en diferentes lugares. En 1996 decidieron mudarse a Indianápolis cobijados por las garantías laborales de Eduardo para empezar a escribir un nuevo capitulo como expatriados. Eso implicó para Tiz dejar muchas de las comodidades que tenía en Bogotá, pausar sus planes profesionales y llegar a otro país con tres niños pequeños sin hablar el idioma. Esa experiencia la llenó de fuerza y le abrió una puerta para seguir explorando el mundo. En 2004 con ganas de ponerle más sabor a sus vidas se trasladaron a Brasil, un país que los acogió desde el día uno, en el que vieron crecer a sus hijos y se sintieron como en casa; pero después de haber estado 30 años por fuera de su tierra y viendo sus hijos ya adultos e independientes, Tiz y Eduardo deciden retornar a Colombia para disfrutar la etapa de jubilados en medio de las montañas antioqueñas, enfrentando, las dudas, los miedos y los retos de integrarse nuevamente a las dinámicas del país y la sociedad.

Questions/Topics Covered In This Episode:Strategy #1: General fitness, picking from a "workout buffet"Strategy #2: Performance training, specific duration/workout goalsThreshold workouts: ~30-60min of Time in Zone (TiZ), 8-60min interval durations, 2:1 work to rest ratios, 91-105% FTP, RPE: 7-8, extensive or intensive VO2 Max Workouts: 10-25min of Time in Zone, 1.5-5min interval durations, 1:1 work to rest ratios, 106-121% of FTP, RPE: 9Extensive Anaerobic Capacity workouts: 4-12min of total time in zone ,30-60s interval durations, 1:2 and up to 1:10 work to rest, RPE: 9-10Intensive Anaerobic Capacity workouts: ~1-2min TiZ, 10-20s interval durations, full rest (~7-12min), RPE: 10Strategy #3: Other GoalsSpecific workouts for weight loss goals, Specific workouts for metabolic flexibilitySpecific workouts for gaining massRESOURCES- An Introduction to the New iLevels in WKO4 | TrainingPeaks - How to determine workout targets using WKO iLevels - Episode 168 - Zone 2: Testing to personalize your Zone 2 and improve base training- Episode 169 - Sugar Burner vs. Fat Burner Cyclists in Lab Testing, Training, and Competition- Episode 46: Periodization, Training Modalities with Tim Cusick- Episode 8: Deciphering Training Methodologies with Tim CusickASK A QUESTION FOR A FUTURE PODCASTHostAdam Pulford has been a CTS Coach for nearly two decades and holds a B.S. in Exercise Physiology. He's participated in and coached hundreds of athletes for endurance events all around the world.Listen to the episode on Apple Podcasts, Spotify, Stitcher, Google Podcasts, or on your favorite podcast platformGET FREE TRAINING CONTENTJoin our weekly newsletterCONNECT WITH CTSWebsite: trainright.comInstagram: @cts_trainrightTwitter: @trainrightFacebook: @CTSAthlete

In this episode of Creative Leaders Unplugged, we are joined by Tiz Creel, an undisciplined artist challenging traditional art world norms by embodying the essence of a maker and a breaker. Tiz encourages individuals to question norms, engaging with creativity through unconventional means. 

Jonathan Mandell calls Chicago home and has worked across various tech roles, from Enterprise AE to Business Development. He was part of the founding team of Tiz, which later became Provi, a SaaS company reshaping the alcohol industry. He has worked in third party risk management (TPRM) for the past 5 years, and recently founded Teepee, a cybersecurity firm delivering solutions in the area of TPRM. Join us as we discuss the challenges and benefits for SMBs in ensuring effective third party risk management. For more information, check out Teepee at https://teepeesafe.com/. --- Send in a voice message: https://podcasters.spotify.com/pod/show/virtual-ciso-moment/message

Tiz the season for a dead day of racing! Christmas Day is one of the few days of the year that horses aren't running in circles. HOWEVAH! There are horses racing, and horses to bet on Christmas Eve! Carson Blevins drops by to talk about the Gulfstream Christmas Eve card late pick 5 with The Wolf!JOIN the SGPN community #DegensOnlyExclusive Merch, Contests and Bonus Episodes ONLY on Patreon - https://sg.pn/patreonDiscuss with fellow degens on Discord - https://sg.pn/discordSGPN Merch Store - https://sg.pn/storeDownload The Free SGPN App - https://sgpn.appCheck out the Sports Gambling Podcast on YouTube - https://sg.pn/YouTubeCheck out our website - http://sportsgamblingpodcast.comSUPPORT us by supporting our partnersUnderdog Fantasy code SGPN - 100% Deposit Match up to $100 - https://play.underdogfantasy.com/p-sgpnGametime code CFBX - Download the Gametime app, create an account, and use code CFBX for $20 off your first purchase - https://gametime.co/Hall Of Fame Bets code SGPN - 50% off your first month today - https://hof-bets.app.link/sgpnBetterHelp code SGPN - This episode is brought to you by BetterHelp. Give online therapy a try at betterhelp.com/SGPN and get on your way to being your best self.Factor Meals code SGPN50 - 50% off Factor Meals - https://www.factormeals.com/sgpn50WATCH the Sports Gambling PodcastYouTube - https://sg.pn/YouTubeTwitch - https://sg.pn/TwitchFOLLOW The Notorious OTB on Social Media Twitter - https://twitter.com/notorious_otbFOLLOW The Hosts On Social MediaThe Wolf of Oaklawn - https://twitter.com/OfOaklawnADVERTISE with SGPNInterested in advertising? Contact sales@sgpn.ioGambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA)21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tiz the season for a dead day of racing! Christmas Day is one of the few days of the year that horses aren't running in circles. HOWEVAH! There are horses racing, and horses to bet on Christmas Eve! Carson Blevins drops by to talk about the Gulfstream Christmas Eve card late pick 5 with The Wolf! JOIN the SGPN community #DegensOnly Exclusive Merch, Contests and Bonus Episodes ONLY on Patreon - https://sg.pn/patreon Discuss with fellow degens on Discord - https://sg.pn/discord SGPN Merch Store - https://sg.pn/store Download The Free SGPN App - https://sgpn.app Check out the Sports Gambling Podcast on YouTube - https://sg.pn/YouTube Check out our website - http://sportsgamblingpodcast.com SUPPORT us by supporting our partners Underdog Fantasy code SGPN - 100% Deposit Match up to $100 - https://play.underdogfantasy.com/p-sgpn Gametime code CFBX - Download the Gametime app, create an account, and use code CFBX for $20 off your first purchase - https://gametime.co/ Hall Of Fame Bets code SGPN - 50% off your first month today - https://hof-bets.app.link/sgpn BetterHelp code SGPN - This episode is brought to you by BetterHelp. Give online therapy a try at betterhelp.com/SGPN and get on your way to being your best self. Factor Meals code SGPN50 - 50% off Factor Meals - https://www.factormeals.com/sgpn50 WATCH the Sports Gambling Podcast YouTube - https://sg.pn/YouTube Twitch - https://sg.pn/Twitch FOLLOW The Notorious OTB on Social Media Twitter - https://twitter.com/notorious_otb FOLLOW The Hosts On Social Media The Wolf of Oaklawn - https://twitter.com/OfOaklawn ADVERTISE with SGPN Interested in advertising? Contact sales@sgpn.io Gambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA) 21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tizzle has a drink and her Tishmas list in hand, so put on your holiday pants and get ready for some Christmas cheer! Tish, a rebel-at-heart, needs suggestions for her soap box segment where she rants. Also, Stoners, when you ask, we listen! We have Olivia Caridi on the pod to catch y'all up on what she's been doing, including apartment hunting in New York (a nightmare) and dating in the big city (a nightmare). Tiz the damn season!! Lastly, we hear some of your Dear MTs and share advice on starting a podcast. Don't forget, you can now send video versions of your Dear MTs, too! We'll be back in two short weeks with a big surprise coming for y'all in the New Year! Merry Tishmas!! Thanks to our awesome sponsors for supporting this episode:  Cozy Earth – Go to cozyearth.com for up to 35% off site wide when you use the code “STONED”  Cymbiotika – Visit cymbiotika.com and use code SWS for 20% off sitewide  Lume – Control Body Odor ANYWHERE with @lumedeodorant and get $5 off off your Starter Pack (that's over 40% off) with promo code STONED at lumepodcast.com! #lumepod Factor – Head to factormeals.com/stoned50 and use code stoned50 to get 50% off  Don't forget to rate, review, and follow the show! Keep up with us between episodes on our Instagram pages, @tishcyruspurcell, @brandicyrus and @sorrywerestoned and be sure to leave us a voicemail at 1-516-7-STONER!  Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tizzle has a drink and her Tishmas list in hand, so put on your holiday pants and get ready for some Christmas cheer! Tish, a rebel-at-heart, needs suggestions for her soap box segment where she rants. Also, Stoners, when you ask, we listen! We have Olivia Caridi on the pod to catch y'all up on what she's been doing, including apartment hunting in New York (a nightmare) and dating in the big city (a nightmare). Tiz the damn season!! Lastly, we hear some of your Dear MTs and share advice on starting a podcast. Don't forget, you can now send video versions of your Dear MTs, too! We'll be back in two short weeks with a big surprise coming for y'all in the New Year! Merry Tishmas!!  Thanks to our awesome sponsors for supporting this episode:   Cozy Earth – Go to cozyearth.com for up to 35% off site wide when you use the code “STONED”   Cymbiotika – Visit cymbiotika.com and use code SWS for 20% off sitewide   Lume – Control Body Odor ANYWHERE with @lumedeodorant and get $5 off off your Starter Pack (that's over 40% off) with promo code STONED at lumepodcast.com! #lumepod  Factor – Head to factormeals.com/stoned50 and use code stoned50 to get 50% off   Don't forget to rate, review, and follow the show! Keep up with us between episodes on our Instagram pages, @tishcyruspurcell, @brandicyrus and @sorrywerestoned and be sure to leave us a voicemail at 1-516-7-STONER!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Los cuentos de Eloy Tizón son adictivos y forman parte de la mejor tradición cuentistas española contemporánea. Es un escritor de culto que se prodiga muy poco, por esos sus seguidores esperan con cierta ansiedad sus publicaciones. La última acaba de llegar y es 'Plegaria para pirómanos', nueve cuentos que tienen conexiones y que definen la forma de hace literatura del escritor madrileño. Sus personajes nos muestran sus secretos a la vez que nos abren las puertas mentales a sus mundos particulares que son los de todos. Leer a Tizón es ponerte delante del espejo, es reconocerte y ver la realidad a través de él, de su literatura

Tízoc, (el que hace sacrificio), séptimo Tlatoani mexica, sucedió a su hermano Axayácatl. Su reinado duró muy poco, casi 5 años. El nombre de Tízoc lo refieren las fuentes españolas y las escritas en náhuatl lo nombran Tizocicatzin o Tizócic. Algunas fuentes mencionan que la piedra de Tízoc fue realizada en su reinado, otros dicen que fue en tiempos de Axayácatl, en ella se observa al séptimo Tlatoani agarrando de los cabellos al señor de Matlatzinco, la pierna del glifo onomástico aparece detrás de su tocado.

Gli Stati Uniti hanno iniziato da tempo una guerra sotterranea a Bitcoin. La chiusura dell'exchange peer 2 peer Paxful e l'incresciosa vicenda degli account Chivo wallet congelati in El Salvador sono solo le prime chiare evidenze di quanto sta accadendo. Nel nuovo BIP SHOW tutti i dettagli.Inoltre analizziamo le tesi contenute nel libro Soft War: Bitcoin può essere quella forza capace di cambiare i paradigmi del confronto bellico nel mondo?Su gli scudi bitconers!It's showtime!

Tiz the season for a Dilz ramble. Enjoy! Send in your 2023 Resolutions! https://www.speakpipe.com/msg/s/255529/113/ji90ekovrqmy0cgz

Pastor Jim and Lori welcome Larry and Tiz Huch back to the program today to share the story of their journey through one of the most challenging seasons of their lives. Sometimes breakthroughs come in the form of one giant miracle; more often, they come in the form of thousands of small miracles that add up to huge breakthroughs! Find hope and encouragement in the way Larry and Tiz used prayer and faith to overcome challenges in every aspect of their lives.

Today on the podcast I am very excited to bring on Tiz Clive a wonderful gymnastics coach and strength coach from Canada who believes in gymnast longevity and increase performance using weight training.    Tiz is a fantastic example of what can be done when you embrace the hybrid model of lifting and traditional gymnastics strength work.    I invited her on to talk about how she learned about weight training and what she thinks are the most valuable exercises for gymnasts to be doing.   So if you want to start implementing weight training this is a guide on exactly how to do so.   We discuss:   How to find the balance between lifting and traditional gymnastic strength.   What does a typical lifting session look like in the offseason and preseason?   How many sets and reps should you do?   What age should gymnasts be to start lifting?   Will gymnasts get bulky lifting weights?   Three weighted leg exercises that are better than squats.   Core exercises that are for effective than leg lifts.   Accessory and maintenance care work you don't want to miss out on.   And…   Advice for coaches who want to implement weight training.

A dose of reality for today. “Brigitte,” Installment One of Tales from Vlaydor, is available on ebook and audiobook. Follow the link to find them on Amazon: https://www.amazon.com/s?k=brigitte+devin+davis&ref=nb_sb_noss_1 Become a patron today! Visit patreon.com/writinginthetinyhouse Get ahold of Krissy Barton with Little Syllables editing services. She does free sample edits to see if you and she would be the right fit. www.littlesyllables.com Instagram: @authordevindavis Twitter: @authordevind The following is an imperfect transcript of this episode. A complete transcript can be found on the show's webpage. [00:00:00] Hello, and welcome to the show Writing in the Tiny House. The entire point of this podcast is to help the tormented artist by sharing what I know about writing, publishing, and stress management, so that you can have the tools to produce the content that you have been eager to write. If you have the steps in place, you can produce a short story in as few as three months or a novel in as few as 18. And hopefully through the ideas in this podcast, you will have the wisdom to adjust that timeline if you need to. I am Devin Davis, the guy who lives and writes in a tiny house in Northern Utah. Thank you for tuning in, and please enjoy today's episode of Writing in the Tiny House.  Hello and good morning. It is another [00:01:00] Wednesday. And here we are in the tiny house doing another episode of this awesome show guys. It has been rough. Things have been rough, and I will compile another clip episode on my experience with beta readers later, just because that whole process isn't finished yet. I have a few beta readers who have not given feedback. I'm going to be meeting one of them tonight for drinks. I'm excited to hear what she has to say, but there has been a reality check in my life, and I have decided to share that reality check with you all today. at the same time, I don't want this to sound bitter or whatever, just because sometimes when we have moments like this, it's really easy to just get mad and it's okay to get mad. It is also a very healthy way to realize your life and to realize what you're doing, to realize the next [00:02:00] steps to realize. Your reality, hence the reality check. here's the fundamental question with all of this that I don't know that I've addressed in a previous episode of writing in the tiny house, what does it take to be a writer? What does it take for a person to say that they are a writer and like with so many art based things? I mean, in reality, you don't, you don't have to have painted anything in order to say that you're a painter, you certainly don't have to have sold any of your paintings to say that you're a painter and you don't have to have any of your artwork in your house. It is something where you can say it. And it is true I mean, with painting, perhaps you, you need to have held a brush at some time in your life, and that could have been at any time. And at that moment in time, you were a painter and you could still claim to be a painter because, because, because of opinions, because of, [00:03:00] you know, time isn't real, anyway, stuff like that. Writing is the same. If you have written an essay ever in your life, you are a writer and today you could still claim to be a writer. If you have not written a single word since that essay in junior high school at the same time, though, if you do claim to be a writer, people will want to see. the fruits of your labor. They will want to see what you have done. And so if you say that you are a writer, especially if it is your profession instead of your hobby, and that's another tricky part with this friends, if you want it to be your profession, there's a lot of stuff that you're going to have to do. and the fact of the matter is most writers in this world do not support themselves through their writing. If you want to support yourself through your writing, there is a [00:04:00] lot you are going to have to do, and it will take a long time. I mean, there are always exceptions to all of the things that I'm going to be saying, but by and large, most writers don't support themselves with writing and. Those who do it has taken a long time to get there, or a lot of the writers that we see today are able to write full time because a loved one is actually supporting them Or whatever they write full time because they don't need to worry about income. Income is being provided somewhere else, either through a loved one or inheritance or whatever, whatever. and like I said, there's always exceptions to that. , but here we are here. We here I am. I finished another pass with TIS and we're doing the beta readers and I received feedback that ti needs to be longer ti needs to be a full on novel instead of just a Nove The beta reader who said that [00:05:00] had all of the reasons to back it up, had all of it for this reason and that reason and whatever the thing is, I originally wrote his. thinking that it would just be a short story. And so I worked it out in the method that we see short stories. There aren't many characters. There aren't many characters who speak, everything feels pretty condensed. and that's how I wanted it, but was it the best way to do it? This beta reader has shown me that probably it wasn't. So while there were definitely strong parts in Ts, and I appreciate that and I love knowing that those things were there. thus far, I've gotten a lot of good feedback from ti. Another trick, like another kind of interesting thing with beta readers is if somebody says that they don't like the main character and another person says that they do like the main character, the thing is both of those beta readers are right. I mean, there's always a chance that the first person missed [00:06:00] something or there's a chance that I didn't do it. Right. Or there's probably. A greater chance of a little bit of both of those possibilities, but I've received very good feedback from ti thus far, but one beta reader wanted to understand the scope of it all. the thing is TIS is supposed to be the first book of a world of books. I. Hesitate to say that it's a, well, it would be a series, but the thing is, each of the books is not necessarily a continuation of the previous book. Most of these books will have different characters with different plots and different things, but they all take place in the same world. And so this collection of books, this tales from LAER stuff. That we've been doing for the past while is actually a world of books. It is [00:07:00] a world of lives. It's a world of people and not necessarily all of the books are continuations of a previous plot. and that's where we are. So we have stories that take place in this city. We have stories that take place in another city and the stories are unrelated except for a single element that ties in later. And of course, all of this builds for the final thing at the end, just because that's how it gets to be. Right. You build for 10 books and then you have the final trilogy at the end with a big battle. it? It's something that we've seen a lot in fantasy. going back to this idea of being a writer and what it all kind of looks like this beta reader wanted to understand the scope of where we were headed with this of where T was going of the [00:08:00] future projects. that are on the horizon, so to speak. And she said that the story is too big and the world is too complicated. And the intricacies of the magic system are such that it cannot all be properly developed in a Nove. And the thing with releasing a collection of short stories and a collection of Noves over time is the entire world is not fully developed in each Nove. And unless the Noves are all released at the same time, the reader is only going to get a half baked world in each Nove over the next. Many years until I'm finished with them. And so I can either release a collection of Noves all at once, or I can kind of flex my muscles and do all of the world building and make [00:09:00] TIS a big beefy novel, which will then set off this entire collection of this entire world of books with a splash. There's a lot of. heat writing on the first book of any collection of stories and any series. The first book is super important and I am convinced right now that a Nove is not the best way to do a first book. It was a year ago. That I was seeing a trend of people releasing a Nove as a way to test a theory or to test the market, to see if releasing something larger or something, you know, along those lines of the Nove later would land well. And so the novella was a way to test the market and the thing. Now that we are [00:10:00] 18 months beyond that, beyond me hearing about that first trend, I have not seen the fruit of any of the people following those trends yet. I know of one person who released a Nove. His name is Daniel Green. and it was his first, anything that he ever wrote, he has a very large following on YouTube, a very respectable, big following. And so he's self-published because he already has a big audience that he directly addresses, I think two times a week on his channel on YouTube. And he released a novella and I don't know what has come of. I don't know if he has continued with that or not, or if it was just a good project that he did. And now it's done. Who knows? I mean, I could, I could figure it out and I probably shouldn't include that on a podcast episode, but here we are just standing here thinking so. [00:11:00] considering the length of time that comes in between these projects is a Nove the best way to go. Like I said, I'm convinced that it's not, that also means that ti gets to be largely rewritten. And so to be a writer, here's the thing, friends here is the hard thing to be a writer you write to be a writer does not mean that other people will have to read what you have written. You do not need to land yourself a big following in order to be considered a writer. I have thus far written, literally hundreds of thousands of words. Literally hundreds of thousands of words that all belong within this world of lado. And this dates back to my first novels that I released when I was 24. I mean, this was forever ago. And I mean, it's what happens when you're 24 and you're eager to have a book out in [00:12:00] the world. And so you release a book that has not had a final proofread. So those books are not available now, but they take place in lado and so, here we are. I have written hundreds of thousands of words. I am going to write hundreds of thousands of more words until a readership gets a hold of any of it. And so the question of the day is, and I ask this very seriously because I already know my own answer, but I'm going to pose it to you. The listeners of writing in the tiny house. I'm, I'm assuming that most of you are writers are hoping to be whether professionally or as a hobby or whatever writing fulfills in your life. If you end up writing hundreds of thousands of words and a handful of people only ever get to read some of it, is it all worth it?[00:13:00]  So go ahead and think about that because hundreds of thousands of words represents hours and hours, hundreds of hours. if not more and as a writer, is it worth it? If only a handful of people ever read a fraction of the stuff you have written. So for me, the answer is yes, that's something that I've been toiling with for a long time. And I have this big ass series. That I have been struggling with for a long time to begin to start. And now, because life is different than it was 10 years ago, I can start it, but this is something that will likely carry me into my sixties. There's enough books and enough, there there's enough content to carry me into my sixties. we get to just wonder if something that takes up so much [00:14:00] of my life, doesn't get read by somebody else or only a handful of other people and whatever else is it going to be worth it, something to think about. So thank you for joining me. And I leave you with that sobering thought.  And that is it for today. Before we go, I need to say that my current work in progress Tiz the next installment of Tales from Vlaydor is ready for beta readers, people to read the novella and share with me their experience. It's a big, important step before publishing. So if you wish to be a part of this project, reach out to me on my social media handles; on Instagram I'm @authordevindavis, and on Twitter I'm @authordevind. And remember that my short story Brigitte is available on Amazon as an ebook and on Audible as an audio book. Check those out today. [00:15:00] 

Even if you take time away from your manuscript, make sure to take notes while your brain (and beta readers) tell you changes to make during your next pass of edits! If you are interested in being a beta reader for Tiz, my novella, be sure to contact me on my social media handles. “Brigitte,” Installment One of Tales from Vlaydor, is available on ebook and audiobook. Follow the link to find them on Amazon: https://www.amazon.com/s?k=brigitte+devin+davis&ref=nb_sb_noss_1 Become a patron today! Visit patreon.com/writinginthetinyhouse Get ahold of Krissy Barton with Little Syllables editing services. She does free sample edits to see if you and she would be the right fit. www.littlesyllables.com Instagram: @authordevindavis Twitter: @authordevind The following is an imperfect transcript of this episode. A complete transcript can be found on the show's webpage.  [00:00:00] Hello, and welcome to the show Writing in the Tiny House. The entire point of this podcast is to help the tormented artist by sharing what I know about writing, publishing, and stress management, so that you can have the tools to produce the content that you have been eager to write. If you have the steps in place, you can produce a short story in as few as three months or a novel in as few as 18. And hopefully through the ideas in this podcast, you will have the wisdom to adjust that timeline if you need to. I am Devin Davis, the guy who lives and writes in a tiny house in Northern Utah. Thank you for tuning in, and please enjoy today's episode of Writing in the Tiny House.  Well, hello and happy [00:01:00] Wednesday. It is another episode of writing in the tiny house. And thank you so much for joining me. So like I, well, like I have mentioned in the past couple episodes, my work in progress ti is in a place where it needs beta readers. And if you are in a position where you want to be involved, please let me know by contacting me through my social stuff. So all of that is listed in the show notes. Don't be bashful with beta reading. It's reading in a casual way, just like you would any other novel and then giving feedback. I don't want you to flex your muscles when it comes to editing. We're not to that stage yet. I just want feedback on content, but guys, today is a little bit about what to do in the interim between drafts and beta reading. We are at a point with ti where I have a group of people reading my book [00:02:00] and giving feedback, and they are giving feedback at different rates at different times during the week. And there aren't very many of them, but here's something to understand friends, beta readers are. Wonderful volunteers who are incredibly valuable to the process of writing. However, they are going to require an amount of reminding your book is not nearly as important to them. As it is to you. And if you are in a spot where you are ready for beta readers and you start to get your program together, it's important to spell out to everybody who wants to read your book when you want them to have it finished. And. That you are going to be following up with them throughout the process. It's important to let them know that so that when you pop in halfway through just to see how it's going and they haven't started [00:03:00] yet, they won't be mad and it won't be unexpected. I mean, like I said, these people are not getting paid. They are doing it out of the kindness of their heart. And so it's important to be grateful at the same time, there is an amount of patience with all of this and when you get feedback and that's what this whole episode is for. Well, two things. When you get feedback, you need to have a way to organize all of that. And what are you going to do with yourself during this time? This beta reading program has been going on for about two weeks. And I have said in previous episodes that it is important between drafts to let your draft cool off. That means that you don't get to futz around with it. You don't get to tease it apart. You don't get to pick apart that if different things that are not working or don't seem to be working. And you get to leave it alone. You get to step away and let it cool off. That's what some people call it. At [00:04:00] least when you. Put that time in between you and your current draft, it allows your mind to refresh. And so when you do finally go back and you start to read it, it's going to be with fresh eyes and it's going to be with a fresh mindset so that you can actually do better editing work. during. Your beta reading program. it is important to have that space, that time built into what you are doing. So if you remember a few weeks ago, when I finished my first draft and got it. Readable. I let it rest for a few days. I didn't let it rest for as long as I'm about to let it rest. I mean, this has been almost two weeks. I did just a few days. And then I went through and did a first passive edit. Then I gave it to my friend my developmental editor crystal, and she went through and read it and took notes. And while she was involved with that, I let my [00:05:00] manuscript rest. so that when she had notes to give me, I was in a good place to go through and put in those notes and make those changes. Now that we are at an even better place with the manuscript, I get to let it rest again. So not only am I giving my attention to. Gathering information and compiling it into a meaningful, easy to understand layout. I mean, it's a Novea, it's not a full blown novel. And if I were doing a novel, I would have a different system to take notes with. All of the information that I'll be getting from my beta readers. And I likely wouldn't have given the entire document to them all at once. I would've likely split it up into a couple installments so that I could get fresher feedback that is more specific to what they just read. Instead of giving them a really big book and then getting feedback all at once and having them [00:06:00] forget parts, it's just a way to help them help you. So with a Nove, you don't need to do that. This thing is only 20,000 words. It's only about 125 printed pages or 120, depending on how you format your book, but that's about how long it is. And so there is no harm in just giving the book all at once in this instance. not only am I devoting attention to that, but I am. Paying attention to what the beta readers have to say. And as they give feedback, it also inspires me to make additional changes, but right now is not the time to make those changes. So here's the deal guys. when we come to swapping ideas and whatever, the wheels will start to turn in your brain and you are going to want to dive right back into your manuscript to make those changes. Especially if you get good feedback from one of your beta readers, I gave my book to, a young lady [00:07:00] who read it recently. And some of the feedback that she gave was perfect. she said all of the things that she liked, and then she said some things that she wanted a bit more of. And I can add that into the manuscript, but as I was thinking about it, it triggered a little bit of other places where I could add more to some other scenes in the book where I could insert a little bit of this or that just to fill it out and to give a better sense of who is there a better sense of setting and. That was inspired though. It was not mentioned directly in the feedback that I got recently from one of my beta readers. So this is my advice to you, my dear friends, listening to this episode during these times, when you are letting your manuscript cool off. It is still important to take notes as [00:08:00] far as what your brain is telling you needs to happen with your manuscript. be sure to have a good place. It can be on your phone. It can be a notebook at home. I have a sticky note on my desktop where I'm keeping a lot of these notes, but have a place To write down that inspiration so that you can have a list of points to make when you go through, another time to make more edits to your draft. So with developmental edits, you are going to be making several passes of edits until your book is at a good place to send to your editor. And it's important to make those passes. If you think that you're going to be making all of your developmental edits happen in one go, you are going to be surprised or maybe disappointed when it doesn't happen that way. However, the more that you do it, the more that you practice the [00:09:00] fewer times. Possibly, I mean, most likely fewer times that you were going to have to make passes in order to do some complete developmental edits or. You'll just get better at doing it. So the passes don't take as long and you can be more efficient with your revisions. I was thinking about a metaphor with all of this, with just this whole part of writing. And the thing is the first draft. if we are going to compare this to a garden or to a farm. Or something where we plant a thing and then it grows. The first draft is largely preparing the soil and planting seeds. The first draft is rough and it is hard to see some of the beautiful things in your first draft, especially when you read through it after you're done. I mean, there is problems and. It is through the many steps of revision that we coax out from the ground, the [00:10:00] beautiful things that we want and the beautiful things that are already there. So it's like the seeds and you are growing your flowers or you are growing your vegetables or your pumpkins or whatever else It is the labor and the tending and the weeding and the watering. All of those steps that make those things grow. and all of that comes through revision and through editing and revision, revision revision. And at the end things just get better. Guys. TIS was in a very good place when I sent it to my beta readers. Now that I'm getting feedback, I'm realizing that I didn't realize before that there are other places to make it fill out and to make it even better, to make it make more sense. And that's cool because I can see, I can see where it needs to go and then I can put the effort into it to get there. Again, just to sum all of this up while you are taking a break [00:11:00] from your work in progress and letting it cool off, be sure to still take notes. It's important to create some distance between you and your work in progress for an amount of time. But. It is still important to pay attention and take notes to the things that your brain and other people are going to be telling you about your work in progress. So thank you for tuning in.  And that is it for today. Before we go, I need to say that my current work in progress Tiz the next installment of Tales from Vlaydor is ready for beta readers, people to read the novella and share with me their experience. It's a big, important step before publishing. So if you wish to be a part of this project, reach out to me on my social media handles; on Instagram I'm @authordevindavis, and on Twitter I'm @authordevind. And remember that my short story Brigitte is available on Amazon as an ebook [00:12:00] and on Audible as an audio book. Check those out today. 

Devin catched us up on his writing process by taking us through another round of developmental edits. This episode ends the day before he sends copies of his novella Tiz, the next installment of Tales from Vlaydor, to his beta reading team. If you wish to join his beta reading team, contact him through his social media. “Brigitte,” Installment One of Tales from Vlaydor, is available on ebook and audiobook. Follow the link to find them on Amazon: https://www.amazon.com/s?k=brigitte+devin+davis&ref=nb_sb_noss_1 Become a patron today! Visit patreon.com/writinginthetinyhouse Get ahold of Krissy Barton with Little Syllables editing services. She does free sample edits to see if you and she would be the right fit. www.littlesyllables.com Instagram: @authordevindavis Twitter: @authordevind

On this week's Ron Flatter Racing Pod, trainer Kenny McPeek outlines weekend plans for his horses like Tiz the Bomb and Classic Causeway in the Belmont Derby Invitational as well as his starters in the Indiana Derby and Oaks and Iowa Oaks. Calvin Davis and Leon Nichols of the Project to Preserve African-American Turf History talk about a movie project to remember 19th-century jockey Isaac Murphy's role in a famous 1890 match race. David Levitch handicaps Saturday races at Belmont Park. The Ron Flatter Racing Pod via Horse Racing Nation is available via free subscription from Apple, Google, Spotify and Stitcher as well as HorseRacingNation.com.

The Kentucky Derby is this Saturday and god has given us a sign for which horse to put our chips behind: Tiz the Bomb. He might not be the smartest, but dammit that special guy is going to run the race like dinner is depending on it (00:22:30). Also updates from the Herd/Depp trial, an Austin woman discovers a 2,000 year old marble bust at a Goodwill, and New Zealand gangsters take a teenage thief's finger. (00:00:00) - Timestamps Cup of Coffee in the Big Time (00:04:50) - Fun Fact: Bet you can't name a word that rhymes with this (00:09:48) - Jen Psaki swaps with Karine Jean-Pierre as WH Press Secretary (00:12:24) - Madison Cawthorn seems like a fun guy (00:19:12) - Amber Heard Take the Stand (00:22:30) - #1 - Kentucky Derby This Weekend, our Money is on Tiz (00:26:27) - Priceless 2,000 year old statue found in Austin Goodwill TikTok International Moment (00:36:27) - New Zealand - Men cut off teen burglars finger (00:47:50) - England - Flight forced to turn back because co-pilot was a slacker (00:51:59) - Top 5 Listener Voicemails of the Week These stories, and much more, brought to you by our incredible sponsors: Harrys - First-time Harry's customers can redeem a Starter Set for just $3 at https://harrys.com/HARDFACTOR First Person - Start improving your brain health and cognition with First Person! Get 15% off your first order by going to https://getfirstperson.com/hardfactor and use code hardfactor Bird Dogs - Go to https://www.birddogs.com, enter promo code “HARDNEWS” and they'll throw in a free Birddogs Yeti Tumbler. Go to store.hardfactor.com and patreon.com/hardfactor to support the pod with incredible merch and bonus podcasts Leave us a Voicemail at 512-270-1480, send us a voice memo to hardfactorvoicemail@gmail.com, and/or leave a 5-Star review on Apple Podcasts to hear it on Friday's show Other Places to Listen: Spotify, Google Podcasts, Stitcher, Lots More... Watch Full Episodes on YouTube Follow @HardFactorNews on Instagram, Twitter, TikTok, and Facebook --- Support this podcast: https://anchor.fm/hard-factor/support

It's Kentucky Derby time, and Mike Francesa welcomes Brad Thomas from to preview the run for the roses. The biggest horse racing weekend of the year is covered right here.00:00 Kentucky Oaks preview: Nest is the horse to beat1:43 Brad picks Nostalgic to win6:17 High Oak update7:33 Bob Baffert is at the Derby14:43 Messier's chances to win17:35 Brad picks Zandon as the horse to beat22:26 Epicenter candidate for a fade25:45 Mo Donegal may have some space to operate28:22 Happy Jack breakdown29:15 Smile Happy's pedigree31:31 Crowd Pride comes in from Japan as a wildcard34:52 Charge It has limited experience37:42 Tiz the Bomb will struggle in the dirt38:13 Pioneer of Medina with finishing problems38:44 Simplification not on Brad's list40:44 Barber Road had consistency, but unlikely to win40:57 White Abarrio likely too far on the outside42:40 Cyberknife belongs in the top tier, but green44:50 Too many questions with Classic Causeway46:35 Tawney Port grinds it out, but not fast enough47:29 Zozos has had plenty of rest but starts way outside48:54 Ethereal Road give D. Wayne Lukas another Derby starter52:07 Brad lays out his key Kentucky Derby picks54:23 What horse would be Brad's keeper?Subscribe to The Mike Francesa Podcast so you don't miss a single episode. Follow Mike Francesca & BetRivers Network on Twitter:

It's become an annual tradition on the In the Money Media Network. We try to assemble the best lineup of professional handicappers, trainers, owners, and jockeys to give you a detailed analysis of every horse in the 2022 Kentucky Derby. This year, we are bigger and better than ever, with Peter Thomas Fornatale and Jonathon Kinchen divvying up hosting duties AND offering YOU a chance to win a $200 free bet on the Kentucky Derby.  ***All you have to do is drop a note in the comments section letting us know who you think will win this year's Derby and join our FREE newsletter (link below). One winner will be chosen at random prior to the Kentucky Derby.*** If you're looking for live longshots for the Kentucky Derby or want to get a head start on how to bet the Kentucky Derby, start here! As a reminder, you can sign up for the FREE Players' Newsletter at www.inthemoneypodcast.com/email - This weekly newsletter, sent on Friday, is a hub for horse racing content from the ITM Team and our partners. If you want even more premium handicapping analysis, including exclusive podcasts, detailed written analysis, and show notes from the free podcasts, please check out ITM Plus - www.inthemoneypodcast.com/plus **Our Kentucky Derby content will feature expert selections, wagering strategy for the Oaks and Derby and much more! On this year's show we have: Eclipse Award Winning Trainer Brad Cox to Discuss Tawny Port, Zozos and Cyberknife (00:06:01) Professional Horseplayer Sean Boarman talks Chad Brown's Zandon (00:22:42) TV Star and Analyst Britney Eurton gives her thoughts on Messier (formerly Bob Baffert and now Tim Yakteen) (00:30:10) TimeFormUS Figure Craig Milkowski on Zozos (00:37:09) DRF's Jay Privman makes the case for lightly raced Taiba (00:44:43) Acacia Clement (Courtney) covers Simplification (00:54:42) Joe Kristufek discusses Todd Pletcher's Pioneer of Medina (01:02:02) TV's Matt Bernier talks about why he's giving Early Voting a shot (01:07:41) Trainer Saffie Joseph Jr. gives the details on his Florida Derby winner White Abarrio (01:11:30) Clay Sanders from Ten Strike Racing on the one eyed wonder Un Ojo (01:16:46) International Racing Analyst and a man that needs no introduction, Nick Luck talks about Japanese invader Crown Pride (JPN). (01:22:10) The Bear, Chris Fallica provides some information on Smile Happy (01:31:54) Jockey and NYRA Analysis Richard Migliore discusses Morello (01:43:32) Michael Adolphson covers the speedy Summer Is Tomorrow (01:48:00) Michelle Yu likes a midwest horse this year - Cyberknife (01:57:51) Professional Horseplayer and ITM listener favorite, Mike Maloney lets you know whether Charge It is up for the Kentucky Derby task. (02:07:30) Hall of Fame Jockey Gary Stevens talks about hard knocker Barber Road (02:13:57) Brian Hernandez Jr. will be aboard Tiz the Bomb and likes his chances (02:21:39) Phillip Shelton from ITM Partner Medallion Racing is here to discuss In Due Time (02:26:14) Professional Horseplayer, Duke Matties speaks his mind on Mo Donegal (02:32:19) Chris Andrews from South Point Casino discusses the likely Kentucky Derby Favorite, Epicenter from Steve Asmussen (02:42:45) Jose Contreras provides his thoughts on Happy Jack (02:49:04)

It's become an annual tradition on the In the Money Media Network. We try to assemble the best lineup of professional handicappers, trainers, owners, and jockeys to give you a detailed analysis of every horse in the 2022 Kentucky Derby. This year, we are bigger and better than ever, with Peter Thomas Fornatale and Jonathon Kinchen divvying up hosting duties AND offering YOU a chance to win a $200 free bet on the Kentucky Derby.  ***All you have to do is drop a note in the comments section letting us know who you think will win this year's Derby and join our FREE newsletter (link below). One winner will be chosen at random prior to the Kentucky Derby.*** If you're looking for live longshots for the Kentucky Derby or want to get a head start on how to bet the Kentucky Derby, start here! As a reminder, you can sign up for the FREE Players' Newsletter at www.inthemoneypodcast.com/email - This weekly newsletter, sent on Friday, is a hub for horse racing content from the ITM Team and our partners. If you want even more premium handicapping analysis, including exclusive podcasts, detailed written analysis, and show notes from the free podcasts, please check out ITM Plus - www.inthemoneypodcast.com/plus **Our Kentucky Derby content will feature expert selections, wagering strategy for the Oaks and Derby and much more! On this year's show we have: Eclipse Award Winning Trainer Brad Cox to Discuss Tawny Port, Zozos and Cyberknife (00:06:01) Professional Horseplayer Sean Boarman talks Chad Brown's Zandon (00:22:42) TV Star and Analyst Britney Eurton gives her thoughts on Messier (formerly Bob Baffert and now Tim Yakteen) (00:30:10) TimeFormUS Figure Craig Milkowski on Zozos (00:37:09) DRF's Jay Privman makes the case for lightly raced Taiba (00:44:43) Acacia Clement (Courtney) covers Simplification (00:54:42) Joe Kristufek discusses Todd Pletcher's Pioneer of Medina (01:02:02) TV's Matt Bernier talks about why he's giving Early Voting a shot (01:07:41) Trainer Saffie Joseph Jr. gives the details on his Florida Derby winner White Abarrio (01:11:30) Clay Sanders from Ten Strike Racing on the one eyed wonder Un Ojo (01:16:46) International Racing Analyst and a man that needs no introduction, Nick Luck talks about Japanese invader Crown Pride (JPN). (01:22:10) The Bear, Chris Fallica provides some information on Smile Happy (01:31:54) Jockey and NYRA Analysis Richard Migliore discusses Morello (01:43:32) Michael Adolphson covers the speedy Summer Is Tomorrow (01:48:00) Michelle Yu likes a midwest horse this year - Cyberknife (01:57:51) Professional Horseplayer and ITM listener favorite, Mike Maloney lets you know whether Charge It is up for the Kentucky Derby task. (02:07:30) Hall of Fame Jockey Gary Stevens talks about hard knocker Barber Road (02:13:57) Brian Hernandez Jr. will be aboard Tiz the Bomb and likes his chances (02:21:39) Phillip Shelton from ITM Partner Medallion Racing is here to discuss In Due Time (02:26:14) Professional Horseplayer, Duke Matties speaks his mind on Mo Donegal (02:32:19) Chris Andrews from South Point Casino discusses the likely Kentucky Derby Favorite, Epicenter from Steve Asmussen (02:42:45) Jose Contreras provides his thoughts on Happy Jack (02:49:04)

And they're off! In this week's episode of The Pony Pundits: Joe, Marco and Sig take a deep dive into the top ten horses in the Kentucky Derby points pool: Epicenter, Zandon, White Abarrio, Mo Donegal, Tiz the Bomb, Cyberknife, Crown Pride, Taiba, Simplification and Smile Happy. We take a look at each horse's pros and cons heading into the run for the Triple Crown.#KentuckyDerby | #HorseRacing | #TripleCrownWagerTalk's horse racing duo of Marco and Sig offer their horse racing picks every weekend. From stakes races at smaller tracks, to the Triple Crown, to the Breeder's Cup – Marco and Sig help you break down the racing form and find some winners. Marco has been in the horse racing business for three decades and has been helping followers cash tickets every step of the way.

On today's podcast, PTF kicks things off by welcoming Kim Weir of the TRF as they launch a special auction for four seats in a box at the 300-level for the Kentucky Derby. All the money will go straight to the TRF. https://www.trfinc.org/ky-derby-2022/ (Get involved here!) Next up, Nick Tammaro swings by to give his Kentucky Derby prep race thoughts. Horses covered include: White Abarrio, Charge It, Simplification, Kathleen O, Secret Oath, Cyberknife, Barber Road, and Tiz the Bomb. Plus updated thoughts from PTF on how to handle the Baffert runners going forward.

This week we have something special for you all - a conversation with one of, if not THE hottest prospect in the UK scene, 'TiZ East'.TiZ openly discusses the traumatic pillars of his past, pressures of his present, and the fantasy of his future, in what is a simply incredible conversation all round. This is a true 'must-listen'.It is also exclusively revealed on this episode that TiZ is on the cusp of releasing a new project, so tune in to find out more...Please do share this content with anyone who it could help, or with anyone who would enjoy it. And also, ALL feedback is strongly valued.- DiSCOVERY's Instagram: https://www.instagram.com/discovery_rapp/?hl=en- TiZ East's Instagram: https://www.instagram.com/tiz_east/?hl=enThanks - DiSCOVERY

TIBETAN WONDER TALES MATES! Six friends, a magician, a doctor, a blacksmith, a wood carver, a painter, and the son, of a Prince, are very close friends. They look out for each other, and care for one another. Each using their talents to help the other throughout their lives. And these young men, they seek adventure, they seek fame, fortune, or basically, anything to get their adrenaline pumping. So all together, they seek adventure, and one of them…finds an adventure like no other that changes the fate of all them, and uniting them in one main cause. Legends I want to thank my Patreon supporter – Oud Night Tea Titan Hall of Famer Mayah for their infinite contribution to this podcast, thank you immensely for your support of the years, you are an absolute godsend. Thank you so much!