Podcasts about Token

My guest this week is Missy Raines and we're talking about one of her all time favourite records - The Seldom Scene's Act TwoWe talk about how Missy grew up listening to The Country Gentlemen and The Seldom Scene, thanks to her parents' love of bluegrass, and how the band played a formative role in her early musical life, in particular how Tom Gray influenced her to become a bass player.We also discuss the shift that was happening in bluegrass and string band music in the early '70s and what made The Seldom Scene different, as well as the role the Washington DC area played in bluegrass becoming urban music, not just a rural tradition.Missy also shares her experience of getting to sit in with the band and what made their live shows so special.This was a fantastic conversation to get to be a part of.You can hear my previous interview with Missy (Missy Raines - Standing Gently on the Shoulders of Tradition) on Apple Podcasts, Spotify and YouTube.For more info on Missy, check out www.missyraines.comYou'll find info on The Seldom Scene at www.seldomscene.com Support the show===Thanks to Bryan Sutton for his wonderful theme tune to Bluegrass Jam Along (and to Justin Moses for playing the fiddle!)Bluegrass Jam Along is proud to be sponsored by Collings Guitars and Mandolins and Token premium guitar picks- Sign up to get updates on new episodes - Free fiddle tune chord sheets- Here's a list of all the Bluegrass Jam Along interviews- Follow Bluegrass Jam Along for regular updates:InstagramFacebook- Review us on Apple Podcasts

The drama around Anthropic's Fable 5 model clogged our collective attention spans.

The market for AI tokens barely exists yet and that's exactly why this moment matters. In this Bitcoin Policy Hour, the team debates whether the AI industry disperses into many players or consolidates into an "AI Google," and what either outcome means for freedom, surveillance, and the dollar. They also tackle the US–China compute race, autonomous weapons, and data centers in space.

Kickstart your week with the Monday edition of the Metal Breakdown Daily! Host Scott Penfold breaks down three massive shifts across the heavy music landscape, from life-saving career pivots to secret festival supergroups and live stadium miracles. 【

VulnCheck's Patrick Garrity on the NVD collapse, the first real AI disclosure wave, and why remediation, not finding bugs, is the bottleneck.DescriptionVulnerability management spent years as the chore everyone dreaded, and now it is one of the hottest topics in security because attackers made exploitation the number one way in. Patrick Garrity of VulnCheck rejoins the show to separate what is real from what is marketing. We get into the honest state of the NIST National Vulnerability Database after CISA pulled its funding, the new AI executive order that wants a clearinghouse for AI-discovered vulnerabilities, the first measurable wave of AI-assisted disclosures, and Patrick's audit of Anthropic's Glasswing ledger. We also dig into why cheap AI discovery makes the remediation bottleneck worse, how AI is raising the security poverty line, and whether the 90-day disclosure model still holds.Key takeawaysVulnerability management is hot again because attackers made it the top way in. As Patrick puts it, attention flows to wherever the attacker goes, and right now that is exploitation.The NIST NVD breakdown was worse than a backlog. A recent report confirmed CISA had stopped funding the NVD and NIST lost about half its funding, with no real plan to clear the backlog, which quietly hurts every defender who relies on enriched CVE data.A new AI executive order wants a clearinghouse for AI-discovered vulnerabilities, reportedly under Treasury. Patrick's reaction is that we already have a vulnerability database, the program is optional, and it may turn into a marketing race more than a coordination win.The first measurable AI disclosure wave is real. CVE volumes are up 563 percent for Chrome and GitHub advisories up 470 percent year to date, and Patrick separated genuine AI-assisted discovery from AI slop and from bugs that merely live in AI software by correlating researchers, domains, and email addresses across multiple advisory sources.Patrick audited Anthropic's Glasswing ledger and found the transparency lacking. He had around 80 vulnerabilities in his own database while the public ledger listed 27, several items had blown past their own 90-day disclosure window, and the ledger had not been updated in two weeks.Finding vulnerabilities is not the bottleneck, remediation is. AI makes discovery cheap, but the coordinated disclosure and fix process takes enormous human effort, and the median time to remediate even known exploited bugs is still measured in weeks.Exploitation looks like it is sustaining rather than surging. CISA KEV and VulnCheck KEV are tracking similar year-over-year volumes, partly because attackers already have more than enough to target and partly because you can only count the exploitation you can actually detect.AI is raising the security poverty line, at least for now. Token costs and access-restricted tools concentrate the most powerful discovery capabilities among well-funded teams, while smaller organizations lack the expertise to turn open-weight models into working vulnerability harnesses.The economics are circular. AI drives the surge in findings and attacker velocity, and AI is then sold as the fix, so teams pay to surface the problem and pay again to remediate it, all on consumption-based pricing against finite budgets.The 90-day disclosure norm mostly holds, though it may tighten. VulnCheck runs a strict 120-day policy with no exceptions and averages 45 to 48 days to fix and disclose, and for open source the fixing commit often makes the flaw public anyway.

Media information about this sermon Title: God Honoured The Token of RahabIn Tamil: தேவன் ராகாபின் அடையாளத்தைக் கனம்பண்ணினார்Author: Pastor A. SamuelLanguage: TamilEvent: Sunday WorshipSession: Morning @ 8:30 AMTotal Duration: 2 Hours 51 Minutes Note: For any questions, please reach us from here

Cosmic LOVE Newsletter of the Week with Metaphysician Christopher Rudy Featuring: Quantum Leap in Unity Conscience, Declaring Our Independence 2.0 and Revelations Revolution You can find the Newsletters archived below: June 2, 2026, Quantum Leap in Conscious Knowing: This Changes Everything. https://www.heartcom.org/QuantumConscious.htm June 7, 2026, Declaring Our Independence 2.0: It's A Global Affair. https://www.heartcom.org/NormalcyReset.htm June 12, 2026, Revelations Revolution - Up the Rabbit Hole: Good Bye Alice - Wonderland is History! https://www.heartcom.org/Up-Wising.htm In this episode of Cosmic LOVE, Host Christopher Rudy opens the conversation with his article “Quantum Leap in Conscious Knowing,” presenting what the article calls “two major events” happening at once: a breakthrough in AI and an Edgar Cayce prophecy about America after 2027. The episode framed those developments as part of “a global r EVOLUTION in higher consciousness” that is “birthing a New Earth.” From there, the discussion moved into his article's argument that China has “leap-frogged” beyond Western standards in general intelligence and that U.S. sanctions and AI chip restrictions backfired. The episode covered his claim that these moves pushed greater independence among China, Russia, and BRICS nations, while also emphasizing his article's call for co-creation, East-West unity, and a “Universal Interface for Global Interaction” that would evolve individual and collective social conscience. The episode then followed the more metaphysical side of that first piece, where AI was presented as “a tool for multi-dimensional reality.” His article connected this to telepathy as “Effective Sensory Perception,” to the “thinning of the veil between dimensions,” and to the idea that what people “prompt” or “pray for” helps shape a multidimensional co-creation process. The discussion closed that section with his article's language about love as “pure intention” and light as “focused attention” in a process of conscious ascension. Shifting topics to “Declaring Our Independence 2.0,” where the episode presented his article's central contrast between the “Deep State Empire” as the “3D Matrix” and “High State Conscience” as the “5D Portal.” It described the present moment as a “4D transition from 3 to 5D,” a process of “natural metamorphosis” in which corrupt 3D materialist structures disintegrate while the “Currency of Conscience” integrates and “general enlightenment dissipates dystopian BS.” As that article unfolded, the episode focused on its critique of private banking power and centralized planning. His article described bankers as the “High Priests of our Hunger Games,” claimed they decide social and economic realities behind the scenes, and linked them to credit authority, infrastructure planning, data centers, military systems, and emerging “Social Programmable CREDIT enslavement Token” systems. The discussion also reflected his article's warning about “psychology of subservience to tyranny” managed by technocrats and AI agents. The episode then widened into his article's moral and transformational language, especially its contrast between “3D caterpillar thinking” and “5D transformation.” The discussion followed his article's phrasing about moving “from civil devolution to societal evolution,” “from mass deception to truth perception,” and “from victim dictum to victory virtues,” while also highlighting its call to reason together as “United Sovereigns of Earth.” In the final movement, the episode turned to “Revelations Revolution – Up the Rabbit Hole,” where his article framed the present era as humanity moving out of “Wonderland,” the “Matrix,” or the “Grand Illusion” of reality. The discussion presented this as a “unique time in cosmic history,” marked by a “4D transition from 3 to 5D,” a “transformation of collective consciousness into a unified field,” and the larger call to keep “Waking Up, Wising Up, and Rising Up” while imagining “a future that benefits all.” Dr. Rudy closed by following the final article into its warning and hope. His article said “the most dangerous thing about AI isn't the technology; it's the people in charge of it,” asked “Is 2027 too late?”, and answered that if enough good people do enough soon enough, “a critical mass of unity is reached” and “enlightenment goes mainstream.” It ended by tying that awakening to ascension intention, universal law, the “Currency of Conscience,” and a “Global Golden Age.”

Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN.  AGENDA:  00:00 – Why AI Means Everyone Will Become a Builder 04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling? 06:45 – The Rise of the 100x Engineer & Load-Bearing Talent 08:00 – The New Executive Job: Allocating Tokens Like Capital 10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional? 12:45 – The AI Value War: Models vs Applications vs Infrastructure 18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning 22:00 – Why AI Spend Could Soon Exceed Developer Salaries 24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work 28:00 – What Makes a Great Engineer in the Age of Agents? 35:00 – Jobs That Will Disappear First Because of AI 40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term 46:00 – From String Theory to Startup Founder: The Sequoia Origin Story 52:00 – The Meeting That Led to Sequoia's First Check 58:00 – Why America's Lack of Frontier Open Models Is Embarrassing 1:08:00 – What Matan Looks for in Every New Employee 1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes 1:16:00 – The Most Important Prediction Matan Has Changed His Mind On    

SpaceX startet mit einem ordentlichen Pop in den Handel. Tausende Mitarbeiter werden zu Millionären, Founders Fund und Andreessen Horowitz vermelden Rekord-Returns. Anthropic launcht Fable 5 und das Mythos-Modell für Testpartner. OpenAI plant laut Wall Street Journal drastische Preissenkungen für den User-Krieg mit Anthropic. China plant $300 Mrd. für nationalen KI-Ausbau über fünf Jahre. Xiaomi MiMo Code schlägt Claude Code in den gängigen Benchmarks. OpenAI übernimmt das Kieler Startup ONA, Mistral kauft das Linzer Emmi AI für eine Industrie-KI-Plattform und verhandelt selbst eine $20-Mrd.-Bewertung. Dario Amodei mit neuem Essay zur AI-Exponential-Politik. Oracle Earnings, Prometheus von Jeff Bezos bei $41 Mrd. Die Trump-Familie hat $2,3 Mrd. mit Krypto eingestrichen. Palantir verliert vor dem Zürcher Handelsgericht gegen die Zeitschrift Republik. Neura Robotics raised $1,4 Mrd. mit Tether als Lead. Landgericht München: Google haftet für seine AI-Overviews.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) SpaceX-IPO (00:08:04) Mitarbeiter-Millionäre (00:11:51) OpenAI/Anthropic-IPO-Outlook (00:15:31) Elon-Puppe vor der Nasdaq (00:16:13) Anthropic Fable 5 & Mythos 5 (00:19:54) OpenAI Preiskrieg (00:27:27) Token-Wert pro Abo (00:30:30) Messi für ChatGPT (00:34:48) China $300 Mrd. KI-Plan (00:37:31) Xiaomi MiMo Code (00:39:46) OpenAI kauft ONA (00:42:54) Anthropic: AI Exponential Policy (00:46:53) Oracle Earnings (00:48:07) Mistral kauft Emmi AI (00:49:08) Prometheus von Bezos (00:50:48) Trump Phone (00:51:22) Waymo Premier (00:55:40) Google Trade-Worker (00:57:08) Anthropic Claude Corps (00:58:37) Trump-Krypto-Scam (00:59:35) The Platform Group (01:03:48) Palantir vs. Republik (01:05:48) Mistral $20 Mrd. Runde (01:07:07) Neura Robotics Series C (01:10:47) NYT: China und Robotik (01:13:19) Google haftet für AI-Overviews Shownotes SpaceX-IPO zieht $70 Mrd. an Retail-Orders - bloomberg.com Founders Fund + Andreessen: Rekord-Returns aus SpaceX-IPO - bloomberg.com SpaceX Proteste - xcancel.com Anthropic launcht Claude Fable 5 & Mythos 5 - wired.com OpenAI plant drastische Preissenkungen für User-Krieg mit Anthropic - wsj.com Bitte manuell prüfen (petergostev-Post) - xcancel.com SemiAnalysis - xcancel.com China plant $295 Mrd. für nationalen KI-Ausbau - bloomberg.com ONA: Kieler KI-Startup raised - linkedin.com Anthropic: Policy on the AI Exponential - anthropic.com Oracle Q4 Earnings - cnbc.com Mistral übernimmt Emmi AI für Industrie-KI-Plattform - handelsblatt.com Prometheus: Bezos' Industrial-AI-Startup - axios.com Teardown: Trump Phone ist HTC U24 Pro in Gold - de.ifixit.com Waymo launcht Loyalty-Programm mit 10% Cashback - techcrunch.com Google launcht Trade-Worker-Initiative für KI - axios.com Daniela Amodei startet Anthropics Claude Corps - apnews.com Xiaomi MiMo Code schlägt Claude Code bei 200-Step-Tasks - venturebeat.com Trump-Crypto-Playbook: Family wins, Investors don't - reuters.com The Platform Group - manager-magazin.de Einstweilige Verfügung: The Platform Group vs. Manager Magazin - lhr-law.de Palantir - ft.com Mistral verhandelt $20 Mrd. Bewertung - bloomberg.com Bitte manuell prüfen (dreger-Post) - linkedin.com Neura Robotics schließt Rekord-Series-C - neura-robotics.com Chinas Humanoid-Robot-Schub - nytimes.com Deutsches Gericht: Google haftbar für AI-Overviews - thenextweb.com

รู้หรือไม่ว่า… ในขณะที่เรากำลังใช้ชีวิตกันอย่างปกติ พิมพ์เขียวของระบบเศรษฐกิจโลกรูปแบบใหม่กำลังถูกร่างขึ้นอย่างเงียบๆ แต่มันไม่ได้ถูกควบคุมโดยรัฐบาลหรือธนาคารกลาง ทว่ากำลังถูกสร้างขึ้นโดย “บริษัทเอกชนเพียงแห่งเดียว” ยิ่งไปกว่านั้น “สกุลเงิน” ของระบบเศรษฐกิจนี้ ไม่ใช่ทองคำ และไม่ใช่เงินดอลลาร์ แต่มันคือ “ความฉลาด” ที่กำลังถูกผลิตออกมาจากโรงงานขนาดมหึมาตลอด 24 ชั่วโมง บริษัทที่อยู่เบื้องหลังเรื่องนี้คือใคร โรงงานผลิตความฉลาดทำงานอย่างไร และทำไมสิ่งเล็กๆ ที่เรียกว่า Token ถึงกำลังจะกลายเป็นขุมทรัพย์มูลค่านับล้านล้านดอลลาร์ ที่จะเข้ามากำหนดอนาคตของพวกเราทุกคน เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #เศรษฐกิจยุคใหม่ #ปัญญาประดิษฐ์ #สกุลเงินแห่งอนาคต #โรงงานAI #เทคโนโลยีเปลี่ยนโลก #โทเคนAI #ความรู้เทคโนโลยี #วิเคราะห์ธุรกิจ #อนาคตเอไอ #เทรนด์เทคโนโลยี #นวัตกรรมใหม่ #ข่าวเทคโนโลยี #เศรษฐกิจดิจิทัล #อนาคตโลก #วิเคราะห์เศรษฐกิจ #เรื่องเทคที่ควรรู้ #geekstory #geekforeverpodcast

Paige, Jack, Paul, and Noel break down the Cloudflare VoidZero acquisition that puts Vite and Evan You under the Cloudflare roof and what it means for open source sustainability when it seems like acquisition is the only exit. We also talk about Uber burning its annual AI coding tools budget in four months, the Claude Max token subsidy math, and whether local AI models can break the cost curve. Resources Cloudflare Acquires VoidZero to Build the Future of the AI-Native Web: https://finance.yahoo.com/sectors/technology/articles/cloudflare-acquires-voidzero-build-future-130000461.html Cloudflare Acquires VoidZero to Advance Open Source Vite Ecosystem: https://devops.com/cloudflare-acquires-voidzero-to-advance-open-source-vite-ecosystem/ Microsoft Reports Are Exposing AI's Real Cost Problem: https://fortune.com/2026/05/22/microsoft-reports-are-exposing-ais-real-cost-problem-using-the-tech-is-more-expensive-than-paying-human-employees/ Anthropic/OpenAI may be spending more than $1000 for every $100 you pay them: https://ea.rna.nl/2026/06/07/anthropic-openai-may-be-spending-more-than-1000-for-every-100-you-pay-them/?utm_source=tldrai We want to hear from you! How did you find us? Did you see us on Twitter? In a newsletter? Or maybe we were recommended by a friend? Fill out our listener survey! https://t.co/oKVAEXipxu Let us know by sending an email to our producer, Elizabeth, at elizabeth.becz@logrocket.com, or tweet at us at PodRocketPod. Check out our newsletter! https://blog.logrocket.com/the-replay-newsletter/ Follow us. Get free stickers. Follow us on Apple Podcasts, fill out this form, and we'll send you free PodRocket stickers! What does LogRocket do? LogRocket provides AI-first session replay and analytics that surfaces the UX and technical issues impacting user experiences. Start understanding where your users are struggling by trying it for free at LogRocket.com. Try LogRocket for free today. ChaptersSpecial Guest: Jack Herrington.

We're back with some hot topics in GTM!This week we discuss something that's been on everyone's mind lately: AI token and credit spend. How do you choose the right tool and model for the job? Do you *really* need AI for that deterministic workflow?Then we test Hubspot's AI SDR Avatar and see how things have changed since the last time we reviewed an AI Avatar. Lastly, we plug a great job opportunity… One right here at CS2!We'll see you there.This week: 00:00 Intro01:27 How to manage AI token/credit spend in GTM20:48 Testing Hubspot's AI SDR avatar39:00 CS2's new job openingHear more from us: Subscribe to us on Youtube: https://www.youtube.com/channel/UCN-x5u0G03LWmU0Ds_4zR8wSubscribe to our newsletter here: https://www.cs2marketing.com/revenue-growth-architects#subscribe-to-newsletterFollow Crissy on LinkedIn: https://www.linkedin.com/in/crveteresaunders/Follow Charlie on LinkedIn: https://www.linkedin.com/in/charliesaunders/

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫A I新视角下的腾讯二六年第一季度业绩分析，来自量子咸鱼。腾讯发布二六年第一季度业绩已经有一段时间了，虽然有点迟，但是我还是准备记录一下，毕竟写文章最大的收获就是给自己梳理投资思路：第一部分，腾讯控股二零二六年第一季度业务情况腾讯控股二零二六年第一季度营收1964.58亿，同比增长9.1%，虽然没有保持两位数增长，主要由于一季度游戏流水收入的递延。以腾讯控股目前的体量和增长势能来说，未来腾讯控股可能7%至10%左右的营收增速可能才是常态。增长质量仍然很好（利润含金量很高），非国际会计准则下归母利润679.05亿，同比增长10.7%，单季度的非国际会计准则下利润率34.56%。第二部分，各业务板块情况本土游戏部分：本土市场游戏收入454亿元，同比增长6%，收入增速落后于游戏流水增速，主要是二六年春节假期比二五年晚，更多收入推迟至二六年第三季度和第四季度确认，本土市场游戏流水同比增长十几个百分点，得益于《三角洲行动》和《无畏契约：源能行动》等近期上线的游戏的推动。腾讯国内游戏的经营策略专注于维护和发展“常青树”游戏：无论是国际还是国内，稀缺资源是常青树游戏，腾讯管理层认为只要游戏本身达到了一定规模并有潜力成为“常青树”游戏，特别是拥有庞大用户的游戏，其表现并不完全取决于游戏本身，当游戏表现不佳或团队创意枯竭时，腾讯管理层会做出调整以恢复游戏的创造力、活力和创新性，表现不佳的游戏会重回“常青树”状态。未来腾讯游戏开发策略更加倾向于精品化、全球化，对于一款新游戏不仅要与同期发布的其他新游戏竞争,还要与现有的常青树游戏竞争，把重点放在数量更少但规模更大、更好的常青树新游戏上，更多关注指标是玩家参与度、留存率等。腾讯常青树游戏平台化趋势：腾讯游戏全面转向“平台型”业务，随着游戏产品组合不断扩大，腾讯整体游戏收入增长的波动性应该会降低，只要一款游戏是“同类最佳”，腾讯就会持续地培育和支持，周期无论是疲软一个季度、一年、甚至是七年，腾讯都有耐心和能力去重新激活它们重回增长轨道。运营模式优化：二四年调整头部游戏运营策略，成效显著且持续释放红利，腾讯目前的游戏部门已经从小马哥嘴里的“躺在功劳簿”上变成了“强的可怕”；A I技术应用：聚焦M O B A类游戏（占国内收入大头），A I普及将让人们拥有更多闲暇时间提升游戏行业需求。D A U和商业化都受益于A I加速游戏内内容创作，有时内容创作指的是地图有助于D A U，更多时候内容创作指的是角色服装或武器有助于流水，全球游戏行业采用A I的速度慢得相当惊人，腾讯是一个例外，腾讯不一定做了什么特别独特或富有想象力的事，但只是把摆在桌面上的机会充分利用起来。国内游戏品类结构升级：国内射击游戏渗透率低于全球仍不是主流，射击游戏品类在西方世界是主流，中国市场潜力未被充分挖掘，射击游戏一直是腾讯的强项，旗下有多款成功产品，如《三角洲行动》、《和平精英》和《无畏契约》，甚至《使命召唤手游》、《穿越火线》和《暗区突围》等多款射击游戏能同时表现出色。射击这个“超级品类”内部存在高度的差异化，西方市场《使命召唤》、《Apex英雄》和《堡垒之夜》都取得了巨大成功，且并未严重地相互蚕食，在中国也会是同样的情况。我个人觉得腾讯的本土游戏未来就是保住基本盘，长期看大概率就是实现个位数增长势能。国际游戏部分：国际市场游戏收入为人民币188亿元，同比增长13%，主要得益于《部落冲突：皇室战争》、《鸣潮》和《无畏契约》个人电脑端收入的增长。未来腾讯控股海外游戏长期看预期就是10%左右增速势能。金融科技及企业服务：第一季度金融科技及企业服务收入同比增长9.1%，达到人民币598.85亿，其中金融科技增长主要得益于商业支付和理财服务收入的提升，企业服务收入同比增长20%，受益于国内和海外市场需求上升以及更有利的定价环境推动了云服务的增长，微信小店交易额的增加也带动了商家技术服务费收入的增长。腾讯云服务从裸机租赁到token化、平台化、软件化升级，腾讯有信心把Token业务做成一个扎实盈利的业务：中国云服务提供商一直在非常低的利润率下运营，腾讯寻求通过丰富产品来提供更多价值，丰富意味着如果有计算资源可以将其作为裸机出租，获得较低的利润率，更好的方式是将其出租，细分并虚拟化为token，单位算力就能获得更高的利润率，最理想的情况是将其打包成平台即服务或软件即服务，这样就能获得最好的利润率，这就是腾讯云如何从巨额亏损走向二五年50亿利润的原因。AI投资回报率：收入端：游戏方面：在大型游戏中通过精准广告和个性化内容提升用户获取与留存，通过A I增强玩法体验例如P v P中的虚拟队友以及P v E中的高拟真N P C；营销服务方面：提升广告精准度与转化率，同时推出基于生成式A I的广告创意解决方案，上线自动化广告活动解决方案，广告主可通过该方案自动化完成目标用户定向、广告竞价及投放排期等操作；视频号方面：部署更长序列的A I模型捕捉更多用户行为信号，提升内容推荐效果，推动用户增长与参与度提升；数字内容方面：提升了制作效率，通过音乐、视频、文学等场景的智能内容推荐助力内容分发效率提升。腾讯有大型内容I P业务、游戏业务、A I技术能力，腾讯已经成为动画剧集制作业务的行业领导者，A I能够把更多I P带入线性视频格式，这些I P此前可能停留在小说格式或游戏格式中从而扩大受众。企业服务方面：推出可记录总结实时会议内容的A I智能体，为商户生成客户服务历史智能摘要的A I工具等；金融科技方面：使用轻量级A I模型优化信用评估，贷款业务中信用评分过去有大量数据可用，但其中只有一小部分被有效输入模型，现在借助基于Transformer的模型来改善信贷投放，推动不良贷款率持续优于行业平均水平。收入端：参考腾讯云从早期投入到如今盈利的发展路径，A I 业务也会遵循这一规律存在投入回报时间差。腾讯系列自主A I智能体产品与工具（WorkBuddy、CodeBuddy、QClaw 及腾讯云灯塔）：升级了相关智能体基础设施（腾讯云轻量应用服务器与A I智能体安全沙箱），可用于信息检索、工作流协同及跨应用执行操作，将A I从被动聊天机器人转变为主动智能体，通过自主工作流与持续任务执行，将智能直接转化为交付成果。用户能直接在聊天界面指挥多个智能体，自主A I智能体还支持用户调用 SkillHub技能，借助腾讯云安全基础设施，也将利好腾讯云业务。A I生产力工具领域未来竞争会非常激烈，而非聊天机器人领域，A I经济更多按使用付费而不是按订阅付费，要区分强用户和非强用户两个市场：消费者和企业行为表明如果他们想要生产力，就会使用生产力服务而不是A I聊天机器人，A I生产力工具领域未来竞争会非常激烈。对于 CodeBuddy和WorkBuddy默认模式不会是订阅而是按使用量付费。A I经济中针对强用户更多建立在按使用付费而不是按订阅付费，对于非强用户如果豆包按月收订阅费是未来趋势，那么这更可能代表一个多方市场，而不是纯粹依赖广告，需要区分强用户和非强用户两个市场。A I的C端商业化并不容易：A I订阅模式在中国不会特别大，但同时订阅又是必要的，原因是A I不像互联网服务可以用很低成本扩张，A I每一个用户都会带来一定的可变成本，不会是赢家通吃的业务，而是会支持多个玩家共同存在，每个玩家都会有自己的用户和一定订阅份额。至于A I的电商或广告商业化，现在也还非常早，这可能是更长期的事情，并且更可能是订阅模式的补充，这也是为什么腾讯认为在A I世界里，需要思考什么才是真正高价值用例，从而让有限算力获得最佳回报。成功的智能体平台会让用户在性价比曲线上自主选择： 用户在使用智能体时可以自己选择使用性能高但单Token成本高的模型，还是中等性能低成本的模型，或是介于两者之间的模型，混元就是其中一个选择，成功的智能体平台会让用户在性价比曲线上自主选择，不同模型会在曲线上占据不同位置，混元会成为其中重要的一员，但并不打算成为唯一的选择，目前付费用户中大约30%左右选择最贵的模型，因为这些模型目前完成任务的概率最高。成本端：腾讯以一种相当精细化的方式来管理A I成本，在很多场景下，如果可以使用更小的模型，就会用小模型，其成本会远低于使用旗舰模型，因此在许多应用场景中，只要能用小模型成本就是可控的，同时也在通过软件升级等方式持续提升推理效率。训练芯片和推理芯片之间是有区别的：对于训练芯片：设计和制造实际上非常非常困难，腾讯真正希望的是以最灵活的方式尽可能地获取最先进的训练芯片，这样就能不断地训练出最好的模型，在训练领域基本上只有一两个玩家能够有非常高的利润；关于推理芯片：核心诉求主要是控制成本，在目前的成本方面中国实际上有很多不同的供应商，利润率要低得多，而且有更多的解决方案和新的选择。腾讯当下专注于混元训练及A I新产品而非成本优化，当下算力可用性远比成本更重要：当前腾讯非常专注于利用最好的芯片来训练混元模型，随着时间的推移市场的演变会使推理芯片的利润率变得非常可控，下一件重要的事情是真正释放腾讯的产品开发能力以及整合与连接能力，为用户设计出最令人兴奋的A I产品，只有在上述两大目标顺利实现之后，腾讯才会进一步考虑如何通过自研等方式降低推理端的成本。目前算力供给重要的不是成本优势而是可用性，如果没有D R A M就无法提供Token，真正多年来持续大量基于长期协议采购D R A M并且未来需求也会持续增长的中国公司只有三家左右（腾讯、阿里、字节），这三家公司在可用性方面拥有结构性竞争优势，现在真正重要的是可用性。二六年A I投入：二五年第四季度在混元与元宝上的投入为70亿，全年为180亿（上述数据仅涵盖混元与元宝的投资，不包含支撑现有产品与服务的A I相关投入，也不包含通过腾讯云向外部客户提供G P U产生的成本）。二六年混元、元宝及其他A I新产品的投资规模将较二五年翻倍，资金将来源于核心业务的盈利增长，将足以覆盖全新A I产品的增量投资，腾讯将此类大额前置投资视为类似资本开支更偏向前期一次性投入而非持续运营成本，二六年第一季度除新A I产品，剔除后Non-IFRS经营盈利增长17%达844亿元，混元3相较上一代模型尽管模型规模更小，但推理能力较强，一个直接指标是总token使用量较混元2至少提升10倍。腾讯SaaS三件套经营跟踪：腾讯会议：二五年腾讯会议在用户使用时长及收入方面位列中国视频会议软件市场第一，A I用户同比增长150%；腾讯文档：二四年底月活超2亿，服务超过120万家企业与组织；企业微信：二五年企业微信在中国企业客户关系管理软件收入方面排名第一，企业微信是腾讯收入最高的SaaS产品，企业微信年收入数十亿人民币、利润率双位数。广告业务：二六年第一季度营销服务业务收入增长20%，达到人民币381.71亿，升级了基于A I的广告推荐模型，拓展了微信生态系统的闭环营销能力，从而带动广告表现提升和广告单价增长，智能投放产品矩阵腾讯营销A I M +赋能了广告主营销服务投放金额的约30%，并在小游戏、短剧和微信小店广告主中获得了广泛应用。腾讯的广告增长未来主要就看：视频号+微信搜一搜+小程序+微信小游戏，带来的广告增量。二四年第三季度小程序交易额超人民币2万亿元，增长十几个百分点，小游戏不会侵蚀移动APP的用户和时长，只有一小部分小程序游戏的付费用户也同样是APP游戏的付费用户(重合度大概个位数占比)。微信搜索二三年底超过1亿D A U，A I搜索尚处早期阶段，与传统搜索边界模糊（用户查询可能同时触发传统算法或大模型结果），腾讯作为搜索新参与者，视A I为搜索业务抢占用户及收入份额的机会。微信搜索广告二五年第二季度收入同比增长约60%，二五年第四季度微信搜一搜得益于A I对搜索结果的优化，整体查询量快速增长，推动商业查询量提升，同时千次展示收益也有所增加。第三部分，员工数量及薪酬成本腾讯控股二六年第一季度环比二五年第四季度员工数量减少了1001人，腾讯几年前就已经完成了相当程度的组织优化，目前的组织非常高效，A I应用让团队能够做更多，而不是为了降低成本。过去腾讯收入增长快速增加员工数，现在会控制员工数，A I Agent会越来越多地替代增量，不过折旧会增加，更高资本开支意味着更低运营开支，但并不意味着总成本更低，因为更高资本开支会随着折旧上升转化为更高服务成本。第四部分，腾讯控股股权投资部分截止二六年第一季度腾讯控股目前持有的上市公司股权价值为5524亿，非上市公司股权价值为3639亿，合计共0.92万亿，其中股价波动直接影响利润表的损失中的上市公司部分为57亿，仅占股权投资的0.6%；腾讯核心业务在A I时代具有很强的韧性：考虑业务的维度：腾讯审视了各项核心业务，均具备高度的内生韧性：社交网络服务：包括微信、Q Q和腾讯会议，用户主要用于与家人、朋友、同事及商业伙伴建立连接与互动，网络效应以及由此产生的封闭数据使这些服务在过去面对非A I竞争时极具粘性，未来也将持续抵御 A I类服务的替代风险。游戏业务：多人在线游戏尤其是竞技类游戏，同样具备网络效应，体育赛事具有团队属性，正如人们更愿意参与或观看真实体育比赛，而非A I生成的比赛，A I将提升游戏开发效率，游戏行业已处于供给过剩状态，行业真正的瓶颈在于高质量创新能力，这仍依赖人类创造力。金融科技：依赖难以获取的牌照，创新受到监管约束，腾讯投入数十年构建了难以复制的支付网络，连接银行、商户与超过10亿用户形成强网络效应，同时腾讯的移动支付费率已处于全球较低水平，使竞争对手难以通过价格竞争。第五部分，腾讯控股未来收入的增长引擎对于微信生态变现广告加载率还有较大空间，目前最大的收入贡献还是体现在信息流广告和视频号直播带货或微信小店上，视频号+微信搜一搜+小程序+微信小店的组合有望完成商业交易闭环，叠加混元A I对内容推荐以及广告点击率的提升。微信小游戏对于腾讯来说就是一个平台机会，战略意义主要是：贡献广告收入、游戏分发收入、培养新的游戏玩家、进入新兴休闲游戏市场对标Roblox平台。对于云服务聚焦SaaS及从裸机租赁到token化、平台化、软件化升级腾讯控股云服务业务主动收缩亏损、高度定制化的低毛利业务以及转售业务，专注于盈利能力强、更容易货币化的标准化SaaS业务，在A I需求持续增长的背景下，将云服务算力细分并虚拟化为token，打包成平台即服务或软件即服务，获得最好的定价和利润率。对于海外游戏+长青游戏腾讯控股国内游戏能保持小个位数增长就不错了，主要就是运营好常青树游戏，未来游戏增长还得靠海外，未来海外游戏部分增长预期就是10%左右；对于腾讯A I现有业务赋能及A I新产品腾讯A I对现有业务的赋能可以提升毛利率及增加用户粘性，未来的A I新版图还是元宝、微信智能体以及腾讯系列自主A I 智能体产品与生产力工具，虽然当下主要体现为资本开支，但是当用户粘性形成后，未来带来的就是源源不断的广告及token算力收入。最后结合二六年第一季度业绩再更新下腾讯控股的估值：对于腾讯估值，主要采用分部估值法：主业估值+投资板块估值，二九年腾讯控股预计营收9963.6亿，非国际准则下归母净利润率估算为32%，那么腾讯二九年非国际准则下归母净利润3188.3亿，额外剔除股份酬金带来的影响算300亿，那么实际核心经营利润2888.3亿，给予二五市盈率估值，腾讯控股主业合理估值为7.221万亿人民币；投资板块（公允价值法）：截止二六年第一季度腾讯控股目前持有股权价值合计共0.92万亿，再考虑股权变现带来的折扣及安全边际，那么投资板块估值按0.55万亿计算；那么估算腾讯控股29年底合理估值大约7.771万亿人民币，当然这只是个人拍脑袋估算情况下的估值。

Welcome to the June 2026 Bluegrass Briefing, a monthly series of episodes taking a look at what's going on in the world of bluegrass.Here are the links to stuff mentioned in this episode.News and announcements (Church Street News)Craft Recordings Boone Creek reissue (preorder)CDLPDownloadGabe Witcher's Gig Ledger Pro app51st Annual Father's Day Bluegrass FestivalMarcel Ardans' Winfield DocumentaryFly in FestivalOften Herd tour datesScroll on BuddyPunch Brothers play Star WarsOther bitsFull list of interviewsCollings GuitarsHappy picking.Matt Support the show===Thanks to Bryan Sutton for his wonderful theme tune to Bluegrass Jam Along (and to Justin Moses for playing the fiddle!)Bluegrass Jam Along is proud to be sponsored by Collings Guitars and Mandolins and Token premium guitar picks- Sign up to get updates on new episodes - Free fiddle tune chord sheets- Here's a list of all the Bluegrass Jam Along interviews- Follow Bluegrass Jam Along for regular updates:InstagramFacebook- Review us on Apple Podcasts

Kemal Ahmedi von Annerton erklärt, warum sich MiCAR und PSD2 bei E-Geld-Token überschneiden – und was der EBA-No-Action-Letter seit März 2026 verändert hat.

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover Apple‘s uncertain path beyond the iPhone. They also discuss Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo The post SED News: Apple's AI Problem, The Real Business Model of AI, and Token Cost Reckoning appeared first on Software Engineering Daily.

AI can now write code faster than any human alive, and most of the time it's more than good enough. That's the magic powering the entire vibe coding wave. But there's a category of software where "most of the time" just doesn't cut it: the code running a fighter jet, a power grid, an autonomous vehicle, a piece of medical hardware. When that code is wrong, the consequences aren't a bug. They're a recall, an accident, a national security incident.In this episode of Talking AI, Matt Paige sits down with Ryan Aytay, the former CEO of Tableau and now President and COO of CodeMetal, which just raised $125 million to close that gap. Ryan explains what he calls "the last mile" for mission-critical industries: the verification, validation, and provability layer that sits between AI-generated code and the systems where failure is catastrophic.The conversation covers why 99% correct is still failure in defense and autonomous systems, how CodeMetal translated a million lines of legacy C++ to Rust in weeks (like rewiring a city without the power going out), and why the real problem isn't code generation, it's behavioral assurance at scale. Ryan also shares how he's using AI to run a sub-100-person startup, why the biggest risk for any company right now is doing nothing, and what an operator who lived through 19 years of per-seat SaaS at Salesforce thinks about outcomes-based pricing in the age of AI.In this episode, you'll hear about:Why every AI coding tool says "almost, but not quite" when asked about production-ready guarantees. The difference between code generation and behavioral assurance at scale. How CodeMetal translates legacy C++ to Rust with provable correctness in weeks, not years. The concept of V&V (verification and validation) and why it's the missing layer in AI code gen. Real use cases in defense, autonomous vehicles, and simulation environments. Why hardware in the loop matters as much as human in the loop. How a sub-100-person company uses AI across M&A, recruiting, marketing, and operations. Ryan's take on token economics, outcomes-based pricing, and the SaaS evolution. Why the biggest risk is inaction, not AI errors. What attracted Ryan to CodeMetal after 19 years at Salesforce and leading Tableau.Key Moments02:47 — From Tableau fanboy to the trust gap in AI03:52 — Why Ryan left Salesforce/Tableau for CodeMetal05:55 — "Is it safe for the things I depend on every day?"06:45 — 99% correct is still failure for mission-critical systems08:20 — The sycophantic nature of AI: "Heck yeah, I can do that"09:22 — It's not a coding problem, it's a behavioral problem at scale11:22 — Human in the loop isn't enough: hardware in the loop14:30 — What is fuzzing? Formal methods explained in plain English16:02 — How a sub-100-person company leverages AI across every function18:19 — The Shopify mandate: using AI reflexively21:33 — Rewiring the city without the power going out: the million-line translation24:38 — Defense use cases: drones, autonomous vehicles, and simulation26:28 — "Prove is even a stronger word than guarantee"28:32 — Accountability and the coming wave of AI insurance32:54 — Token usage, the Uber CTO's blown budget, and outcomes-based pricing36:26 — SaaS isn't dead, it's evolving: Ryan's Salesforce/Tableau perspective40:08 — The biggest risk is doing nothing42:07 — Where to find CodeMetal (and they're hiring)Key LinksCodeMetalConnect with Ryan on LinkedInMentioned in this episode:AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

SED News is a monthly podcast from Software Engineering Daily where hosts Gregor Vand and Sean Falconer unpack the biggest stories shaping software engineering, Silicon Valley, and the broader tech industry. In this episode, they cover Apple‘s uncertain path beyond the iPhone. They also discuss Google‘s agentic pivot at Google I/O, a surge in DuckDuckGo The post SED News: Apple’s AI Problem, The Real Business Model of AI, and Token Cost Reckoning appeared first on Software Engineering Daily.

Sam Krichevsky and Sarah Figueroa are married, co-founders, and some of the most fun people I've met in this space. We sat down at Coindesk's Consensus Miami 2026 to talk about their whole journey - from Sarah mining Ethereum in 2017 and founding GeoJam (a social music platform whose biggest investor was Mariah Carey) to watching it collapse after a single exchange dumped over 10% of their token supply in one night.Now they're building Swivul - an all-in-one travel and entertainment booking platform built specifically for the Web3 and crypto industry. One-click checkout, crypto payments, concierge service, and, crucially, tools to actually measure the ROI on your travel and entertainment spend. Travel and entertainment is your second-largest controllable expense on a P&L, and almost nobody tracks it.We also get into what it's really like to build a company with your spouse. Honest, funny, and worth hearing if you're considering it.This episode is brought to you by FirstRead, the AI-powered legal contract assistant. Use code BYNDTHECODE10 for 10% off at https://first-read.com/signup?ref=BEYOND2026

Swap now https://swap.thorchain.org/ THORChain is a decentralized crypto exchange. THORChain is the first and biggest DEX for Bitcoin. You can use any self custody wallet to swap and there's no KYC required.Timestamps:0:00 Intro0:03:00 THORChain Marketing and Protocol Update0:07:00 Zephyr Conversation Begins0:11:00 Zephyr Presentation Starts0:12:00 Supported Tokens and Where the Yield Comes From0:14:00 What Is Zephyr?0:16:00 Why Privacy Is Important and Necessary0:18:00 Stablecoin Rails Currently Have an Off Switch0:19:00 The Holy Grail of Crypto: A Decentralized Yield-Bearing Stablecoin0:20:00 LUNA Mechanics Were Bad, the Idea Was Good0:21:00 Stablecoin Reserve Mechanics0:23:00 Dr. Future Explains Overcollateralized Mechanics0:25:00 How Proof-of-Work Rewards ZRS Holders0:27:00 Proven History of Hardiness and Stability0:29:00 Community Incentives When the Zeph Price Drops0:32:00 ZSD: Zephyr Stable Dollar Explained0:38:00 ZYS: Zephyr Yield Share Explained0:45:00 How Is It Sustainable?0:48:00 Understanding the Risk Profile0:49:00 No Lock-Up Periods0:50:00 ZRS: Zephyr Reserve Breakdown1:01:00 The Four-Asset Ecosystem1:03:00 Block Reward Breakdown1:04:00 The Zephyr Flywheel Thesis1:08:00 Zephyr EVM Bridge1:13:00 Could the ERC-20 Version Be Added to THORChain?1:15:00 Audience Question: Is the ERC-20 Version Significant Enough to Scale?1:20:00 The Best of Both Worlds Partnering Together1:22:00 Where Is the Outside Money Coming From?1:23:00 How Do You Acquire Zephyr Today?1:24:00 Wallet Support1:24:00 Stablecoin Swaps Will Be Free on THORChain1:27:00 THORChain Fee Structure1:30:00 Protocol-Owned Liquidity Growth and Considerations1:38:00 Cost to Run Zephyr1:42:00 Let's Get It on THORChain!1:47:00 Stablecoin Speed and Finality1:53:00 ZephFlow.live

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonus Themen & Timestamps:00:00 Venice AI und NEAR im direkten Vergleich00:42 Chain Abstraction und einfache Web3-Nutzung02:02 Near Intents: Ergebnisse statt Transaktionen03:00 Universal Accounts und flexible Zahlungen05:07 Venice vs. NEAR: Kategorien und Token-Logik07:58 Bewertung, Allzeithoch und Investmentpotenzial09:06 Umsatz, Nutzer und Tokenomics

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is down 50% and whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.=======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================0:00 - Intro0:45 - Why bitcoin is down 50% & is the bear market over?6:48 - What would convince Jordi to sell his bitcoin?9:07 - Bitcoin as the S&P 500 of crypto14:02 - Why bitcoin is safer than any company past 203017:45 - Bitcoin volatility vs. the stock market22:22 - The five-layer AI stack & where revenues are missing26:22 - Token budgets & the shift to specialized AI35:10 - Are LLMs now commoditized?40:30 - Peptides as the API key for the human body49:24 - Healthcare, entitlements & the future outlook

Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora boasts a valuation of $5.6BN and has raised a total of $866 million in funding. Legora's investors include the likes of Accel, Benchmark, and Bessemer Venture Partners, alongside strategic tech giants NVIDIA (NVentures) and Salesforce Ventures. AGENDA:  05:01 - How to Hire the Best Product Talent in 2026 06:21 - The New Product Bottleneck: Shifting Beyond Code Creation 09:24 - System Design vs. Code Creation: The Future Role of the Engineer 14:04 - The Evolving Software Development Lifecycle & The Death of the Design Phase 22:23 - Will Product and Engineering Fully Converge? 29:16 - Scalability and UX: Designing for 10x vs. 100x Spikes 38:15 - Scaling the Organization: What Breaks with a 250 Person Product Team 47:05 - Quick-Fire Round: Hyper-Growth Tactics & Out-Working the Giants  

Secure your spot for the MULTI-AGENT ORCHESTRATION AI COURSE: https://multiplai.ai/multi-agent-orchestration-course/Are AI jobs disappearing faster than they're being created—or are we asking the wrong question?For months, AI leaders warned of massive job losses. Now, some of the same voices are changing their tune. But while Sam Altman and Dario Amodei are sounding more optimistic, tech layoffs continue to climb, AI anxiety is spreading across the workforce, and business leaders are facing a difficult question: what's actually happening beneath the headlines? In this week's AI News episode, Isar Matis breaks down the conflicting signals shaping the future of work and explains why the next few years may be far more turbulent than many expect. He also explores a major shift in the AI race: why model intelligence is no longer the primary battleground, and why speed, cost, accessibility, and business value are becoming the metrics that matter most. If you're a business leader trying to understand where AI is headed—and what it means for your workforce, strategy, and competitive advantage—this episode provides a practical framework for separating hype from reality.In this session, you'll discover: Why Sam Altman says he may have been wrong about the pace of AI-driven job disruption.  The Jevons Paradox and how increased AI productivity could create new demand.  The reality behind recent tech layoffs and whether AI is truly responsible.  Why employee anxiety around AI may matter more than the statistics themselves.  The growing gap between jobs being eliminated and new AI-related roles being created.  Why reskilling workers may be harder than most organizations expect.  How the AI race is shifting from model quality to business value.  Why open-source models are rapidly closing the gap with frontier AI systems.  The hidden cost explosion companies are experiencing with AI tokens and agents.  What Microsoft's latest Build announcements reveal about the future of enterprise AI.  Why robots cleaning homes may be an early sign of AI's impact on blue-collar work. About Leveraging AIThe Ultimate AI Course for Business People: https://multiplai.ai/ai-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonusNEAR Protocol ist mehr als ein KI Token: die Infrastruktur für KI-Agenten. Ich erkläre, wie NEAR AI Cloud private LLMs ermöglicht (ähnlich wie Venice, aber über Hardware-Enklaven), wie Chain Abstraction & Intents funktionieren, und was die Grayscale/Bitwise-ETF-Anträge bedeuten. Themen & Timestamps:00:00 KI-Token 2026 und NEAR Protocol00:39 NEAR als Infrastruktur für KI02:02 Wie NEAR Protocol entstanden ist03:00 Kursentwicklung und Marktpotenzial04:07 NEAR im Vergleich zu Ethereum06:01 Confidential Computing und private Prompts08:57 Nightshade Sharding und Skalierung

✅ New autonomous agents. ✅ Canva designs made for you. ✅ Codex upgrades to make your business move. If you had your head down in spreadsheets this week, you missed some MAJOR AI upgrades that are available now. We track what's hot and what's not and break it all down on Fridays with our Friday Features. Autonomous Copilot agents, new Codex tools, Github CoPilot app and 7 more AI updates you should be using — An Everyday AI Chat with Jordan WilsonNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageToday's Episode on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Codex Role-Specific Plugins LaunchMicrosoft Build Conference AI Feature ReleasesChatGPT Memory and Business Account UpgradesMicrosoft Flash Image Model for PowerPointCanva Integrated with ChatGPT and CodexGitHub Copilot Standalone Desktop App PreviewMicrosoft Autopilot Always-On Work AgentsOpenAI Models Now Available on AWS BedrockCodex Sites: AI-Built Internal Web AppsTimestamps:00:00 OpenAI's big money moves03:47 Explaining role-specific plugins09:02 Microsoft's new image model release11:09 Microsoft's AI strategy and Canva update14:23 Canva integration with ChatGPT16:56 GitHub Copilot's new canvas feature20:46 AI token subscription changes24:42 AWS adds OpenAI models to Bedrock28:25 Introducing OpenAI's CodeX Sites Feature32:07 Launch of OpenAI's New Plug-in34:16 Overview of podcast structureKeywords: Autonomous copilot agents, Codex tools, GitHub Copilot app, OpenAI Codex, ChatGPT business accounts, OpenAI enterprise, Microsoft Build conference, Microsoft always-on agents, AWS AI updates, Canva plugin, ChatGPT memory upgrade, Windows Codex integration, Microsoft Flash model, Enterprise apps integration, Role-specific plugins, Sales data analytics, Product design AI, Creative production AI, Investment banking plugin, Public equity investing, Data analytics plugin, Workspace admins, App permissions, Role-aware work agent, Financial research automation, Microsoft image generation model, PowerPoint AI integration, OneDrive AI features, Visual design creation, Canva app for ChatGPT, Canva MCP server, Agentic context carry, Full screen design preview, GitHub Copilot desktop app, GitHub Copilot Canvas, Agent-native command center, Parallel agent work tree, Code app interface, Model options in GitHub, Token usage limits, Subscription token subsidizing, Anthropic token efficiency, Amazon Bedrock, GPT-4, GPT-4.5, Small language models, Token reckoning, Security governance, Inference engine, Code app sidebar, Codex Sites, Internal dashboards, Project trackers, Interactive web apps, Shareable AI apps, Enterprise data connectors, ChatGPT Canvas, Automated workflow, Workplace authentication, Creative briefs repository.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

Reid sits down with Microsoft CEO Satya Nadella fresh off Microsoft Build 2026. The conversation goes wide: how AI is reshaping work, business, and society—and why the transformation sweeping through software development today is only a preview of what's coming for all knowledge work. Satya makes the case that human capital and "token capital" are now deeply intertwined, that companies—not just countries—must build their own AI capabilities, and that the organizations best positioned to thrive are those that can leverage their unique expertise inside intelligent systems. Reid and Satya also explore Microsoft's enterprise AI vision, Reid's work with Manas on AI-powered scientific discovery, lessons from past technological revolutions, and why demonstrating real, tangible benefits may be the most important thing the industry can do to earn—and keep—the public's trust. For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcasts/satya/

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫中算力租赁投资指南：怎么系统性地理解这个生意，来自调研爱好者。美股的N B I S最近新高了，无论是产业端还是市场上可看的反馈，租金价格都在飞速上涨，最近我也跟很多投资人交流了，市场上可能普遍还没意识到为什么算力租赁这波这么强，整个行业发生了什么变化。我觉得应该有很多人想过自己的爸爸妈妈当年房地产的机会这么确定，为什么不敢贷款多买点房子，这样自己就财富自由了，但是从算力租赁这边这个行业交流下来的情况看，我觉得当年我们的长辈错过这个机会是非常正常的，因为要做这样的决策，其实需要有非常多的信息支撑，认知支撑，才能有足够的勇气去上杠杆，当年我爸妈也经常说XX亲戚借钱买这么多房子很容易出事之类的，最近因为在这个行业里一直泡着，增加了很多有意思的认知。最近因为市场因素，奇怪的利空传闻和大盘整体，算力租赁整个板块有比较大的调整，我觉得位置已经比较好了，其实可以开始研究到底这个行业的价值在哪。1.现在算力租赁为什么是个好生意5年租约：二零二五年11月之前，算力租赁行业普遍喜欢签一年的合同，核心原因是大厂对A I的下游盈利能力还并不确定，二零二六年2月开始，实际目前看到在谈的合同都已经是5年的长协议，所以现在买一台服务器，到底能赚多少钱是完全可以确定的，相当于买了一套房子租出去，租金已经保证你3至4年可以回本，所以不管房价多少，这都是一个收益率不错的理财产品。超高杠杆：由于目前服务器资产保值属性＋变现能力强+长合同，实际现在金租、银行都很愿意为这类资产放杠杆，目前行业里金租基本可以做到95%，最高的已经有到98%了。意味着你买100亿的资产，只要支付5亿的钱，甚至只要2亿，等于是20至50倍杠杆。那么五年租约+超高杠杆=不会爆仓的超级杠杆资产我们可以用通俗的炒房逻辑，直观看懂当下G P U算力租赁的暴利商业模式。假设以当前730万的现货采购价购置一套算力设备，采用95%的高比例房贷融资模式，个人实际仅需支付36.5万的首付本金。目前市场裸G P U出租的保守月租为14.5万元，叠加I D C组网、电费全包的服务租金最高可达每月22万元，盈利空间十分可观。行业内普遍采用5年折旧、30%残值的核算标准，而实际高端H100显卡5年后仍能保留原价50%至60%的残值，保值率远超常规资产。这套设备每年折旧成本约102.2万元，同时按年度租金收入的2%核算运维费用，每年运维成本仅3.48万元。若将每年174万元的全额租金收入优先用于偿还贷款，扣除运维成本后，每年可获得170.52万元的净租金收益，且随着房贷持续偿还，剩余本金和利息不断递减，后续净利润还会稳步提升。按照这套模式测算，5年房贷还清后，投资人手中可留存45.68万元现金，同时完整持有整套算力设备。参考过往英伟达显卡的保值行情，设备届时仍保有原值60%左右的价值，转手出售可回款438万元，累计回款可达483.67万元。对比初期仅36.5万的本金投入，5年整体收益高达13.25倍。如果采用协创数据当下可拿到的98%极致融资比例，收益倍数更是飙升至32.82倍。这种超高杠杆、稳租金、高保值的模式，也是上一轮炒房暴富的核心逻辑，如今完美复刻在算力赛道。即便放大至千亿规模，投入20亿本金即可撬动1000亿算力资产，在稳租金、无爆仓风险的前提下，5年可拿回近656亿现金。目前协创数据、N B I S等企业正是依靠这套高杠杆算力租赁逻辑快速扩张，业绩与市值双双创下历史新高。2.租金会持续涨价吗？天花板在哪？市场一直比较迷惑一件事儿，其实算力租赁的价格二零二四年底到二零二五年10月，租赁的价格是下跌的，为什么今年涨了这么多，还没见到要回头的趋势呢？很简单的一个道理，客户不是只用来训练了，推理侧赚钱了。今年最火的，渗透率提升的最快的产品就是”小龙虾“，这个产品让推理侧的需求光速崛起，基本每个月Tokens需求都是环比20%以上的增速，而且从实际应用场景看，这甚至还在加速，目前这个产品的渗透率实话说还非常低，还有很大很大的空间。相对来说用别的数据不好判断，我们直接用Tokens的供给和需求来确定这个行业前面发生了什么，以及预测后续会怎么走。供给侧讨论过很多次了，这里台积电的先进制程产能已经是定下来了，至少到二八年之前是不可能提速的。英伟达：G P U出货量就是这么多，Tokens的吞吐量也可以确定，英伟达的推理Tokens输出就是下面的数据，二零二六年差不多101.6P，二零二七年把整体的效率提升算上，382P，二零二八年1,042P。A S I C：供给端第二侧是什么？讨论度很高的A S I C，其实核心就是谷歌定制的T P U，亚马逊的Trainium和微软Maia，以及一些乱七八糟的定制A S I C。这里二零二六年预计能输出差不多41P，二零二七年能输出146P，二零二八年输出286P。国产卡：目前也有人一直在提“韬定律”以后国产卡上来了，算力不缺，我肯定是支持国产卡的，就是从现实的角度咱们来看看，国产卡目前主流就是华为昇腾、平头哥真武、寒武纪、海光、昆仑芯、摩尔、沐曦，现阶段国产在全球算力的占比是非常非常低的，且目前还有性能和优化的问题，在Tokens输出上，相对还是差一些，从实测数据看，到二零二六年国内能输出的Tokens差不多就是8.3P，二零二七年28.5P，二零二八年80.6P，三年提升10倍，应该不算低估吧？那么全球的Tokens供给就是这么多，可能会有一些变化，但半导体产能不能虚空创造，基本上差距不会非常大，那么需求侧呢？目前全球A I比较主力的需求就是四个场景，A I编程、对话&Agent、视频生成和企业级应用，之前其实算过一版，不过数据后来发现有点问题，迭代了一版，这里面重新梳理了一下。A I编程：年算是A I编程的元年，差不多也可以理解是A I推理的元年，这里目前我跟多家互联网大厂的员工沟通确认过，目前整体每人每月消耗量应该在700-900m这个区间，取中值800，目前全球程序员3000万人，估计今年会替代掉30%的需求，那么今年A I编程的需求就是201.6P tokens。后面替代的程序员数量变多，但是消耗量上去，差不多二七年就是720P，二八年是864P。对话和Agent：目前国内日均年初差不多是140万亿，占全球33%，换算过来全球日均差不多是492万亿，一年消耗就是180P，二七年339P，二八年791P。视频生产：目前全球每年上传到互联网的视频总时长是220万小时每天，生成一秒视频需要的算力是对话的几百倍，客观的说主要因为算力受限，今年估计A I视频最终渗透率能有15%就不错了，S D 2.0每分钟视频Tokens消耗要200万tokens，而且现在实际要达到满意的需求是需要抽卡的。此外如果要生成的是高清的4K，或者更高码率的，需要的算力都是指数级增加的。假设明年算力紧缺稍微缓解一些，行业整体渗透率提升到25%，二零二八年提升到30%，二零二六年需要的量是72P，二零二七年是219P，二零二八年是276P。企业级：基本就是各种O A审批流，数据，这里直接对应的是工作中接触的各种行政，财务，这里用的是一个占对话的比例需求，差不多二六年是35.9P，二七年是101.7P，二八年是316.3P。那么全球的供需情况就是去年完全不缺，今年开始出现缺口，这也是为什么二零二五年11月算力租赁才开始涨价，一直到4至5月涨价的速度大幅提升。从整个供需缺口的情况来看，全球算力紧缺会一直持续到二零二八甚至二零三零年都见不到缓解的迹象，后续大概率行业整体价格要持续上涨的。今天谷歌的消息也反映了这一事实，基本现阶段没有哪家公司不是火力全开服务器产能拉满去供应的，但谷歌这样自有T P U的公司依然缺，在目前这个缺口下，未来3年算力租赁的价格涨价持续性是可以预见的，因为这个环节直接产生利润，而不是像过去一样只用于训练了。3.客户到底盈利能力怎么样？他们能接受的租金是多少目前国内算力租赁价格方面，前面已经提了，我们就按17万每月测算一下目前几家大模型公司的盈利能力，以下是我基于公开数据和专家交流梳理的每家大模型厂商的Tokens定价以及他们模型一台8卡服务器的Tokens输出情况，整体会因为参数量大小不同，各家优化的情况不同有一些输出数量的差异（参数量大，专家数激活多，输出的肯定就少），整体来看，现在G P U的利用率就算70%，目前基本各家模型的毛利率都可以达到50%以上，甚至是70%至80%，这个盈利能力也很直观的反应了为什么目前市场上给算力租赁订单的大主力是阿里，智谱这些公司。黄仁勋昨天说的最多的就是“计算就是收入、瓦特就是收入、每一个token都是收入！”，还有Token可以创造10倍的利润，这件事其实从海外大模型厂商的数据也能非常直观的看到，基本这些公司租一台B300的毛利率甚至能达到90%以上，当然北美目前算力租赁的价格也显著比国内的贵，实际毛利可能在85%至90%这个区间。但这里创造10倍的利润这件事肯定是已经被验证，且可以被量化的一件事。所以涨价的上限能到多少？这里客观的说，国内的厂商是有过竞争到负毛利的阶段的，但是海外相对来说不会这么卷，其次他们的人力成本也高，所以我认为整体也不至于到负毛利的程度，目前看至少在阿里、质谱、字节这些公司这里，支付能力还是很强的，他们哪怕30万一个月也是赚钱的，而海外更是高的吓人，目前盈利能力最差的其实是x A I，这也符合x A I他们把服务器直接租给Anthropic的商业事实，整体市场对涨价的接受度非常高（目前产业的实际现状就是到处在涨价到处在抢卡）。4.听起来这么好的生意到底难在哪？其实反复强调了很多次，这里面最核心的壁垒就是拿卡，房子很早期的时候，房价便宜，但是都是要分配的，万元户没渠道，你也买不着。拿地也是一样的标准，谁有能力稳定的拿到土地和房子。那拿卡难在哪，之前一直有人说N C P不稀缺，拿卡能力不稀缺，有钱就可以。我觉得没必要违背常识，用很简单的几个数字就能搞明白，海外目前整台服务器的成本带内存可能430万出头，买到国内，今天的价格就算是730万好了，倒个手就赚300万，如果这么好弄，这些上市公司体系里的N C P，营收利润体现在哪呢？目前反正在报表侧我还没看到。这里逻辑也很简单，这个行业B I S其实很早很早就有了，二零二三年就有，当时国内的这些N C P牌照早就意识到不能用当前主体，实际上公司马甲已经换了一遍了，从支付到物流全链路跑通了，而且由于算力是全球性的紧缺，实际上也不存在什么有人可以拿到新的配额，想买卡，要么有配额，要么找有配额的公司买东阳光、盈峰跟利通电子买卡就是很典型的。目前缺卡涨价是客观事实，但这个更多是供需带来的，货物的流转其实是正常的，这个在昨天的辟谣讨论里面提过了，路径这个很早就设计过，没有哪家公司会因为这个拿不到，昨天东阳光公告的其实也就说明了利通的拿卡渠道是正常通畅的，很多信息建议一定还是要从产业专家那儿验证，不要人云亦云。一个很简单的道理，N B I S的涨幅，其实并不比美光科技涨的少，存储的产业环节只是比服务器更靠前，现在需求起来了，大概率算力价格的持续上涨也会出现。至于还有讨论说算力租赁涨价不是好生意，5年后不缺了的，客观来说，现在市场上所有的紧缺物料，目前有上游客户愿意锁价5年保供的吗？反正算力是可以锁价的，A股的算力租赁说了很多了，后续等待存货，营收，利润来验证吧，实在不行看看N B I L和N B I S呢?

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonusDer Venice AI Token (VVV) gehört zu den stärksten KI Token am Markt. Ich erkläre das Dual-Token-System: Wie DIEM als tokenisiertes Compute funktioniert, warum die Token-Burns VVV deflationär machen, und wie sich Venice als privates KI-Gateway positioniert. Themen & Timestamps:00:00 Venice AI und seine beiden Token01:15 VVV und DiEM: So spielen die Token zusammen01:58 Dauerhaftes KI-Guthaben mit DiEM03:57 Nachfrage nach DiEM und VVV04:58 Emissionen und deflationäre Tokenomics05:42 Burn-Mechanismus und echte Nutzung07:34 OpenClaw-Hype und Venice-Wachstum09:09 Nutzerzahlen als VVV-Wette

Ed Zitron, Scott Galloway und Gary Marcus warnen vor dem AI-Crash. Wie ernst muss man sie nehmen? ChatGPT knackt die Milliardenmarke an monatlichen Nutzern, OpenAI Codex meldet 5 Millionen Weekly Active Users mit sechsfachem Wachstum gegenüber Februar. WSJ enthüllt: Auf Sam Altmans Vorschlag erwägt die US-Regierung finanzielle Beteiligungen an den großen KI-Firmen. Anthropic erweitert sein Mythos-Programm auf 150 Organisationen weltweit. FT berichtet, dass die NSA Mythos jetzt offensiv für Hacking nutzt. Meta begrenzt sein Mitarbeiter-Überwachungstool nach Belegschafts-Backlash und launcht zeitgleich AI-Agents für WhatsApp Business. Google kauft heimlich Code von Play-Store-Entwicklern fürs AI-Training. Alibaba Qwen 3.7+ kommt multimodal zu einem Bruchteil der westlichen Preise. S&P 500 hält an Profitabilitätsregeln fest, keine Aufweichung für SpaceX. Morningstar bewertet SpaceX bei nur $780 Mrd., der Hälfte des IPO-Ziels. Alphabet erhöht seine Kapitalmaßnahme auf $85 Mrd., das größte Equity-Offering der Geschichte. Anthropic warnt vor Recursive Self-Improvement. Meta hat heimlich Gesichtserkennung in die Smart Glasses eingebaut. Peter Thiels Founders Fund startet ein YouTube-Format mit Tech-CEOs als Mafia-Spielern. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) AI-Bären-Debatte (00:34:54) ChatGPT 1 Mrd. Nutzer & Codex bei 5 Mio. WAU (00:44:16) US-Regierung will Stake an AI-Firmen (00:47:35) Anthropic dehnt Mythos Access aus (00:49:27) NSA nutzt Anthropic Mythos offensiv für Hacking (00:53:50) Meta limitiert Mitarbeiter-Tracking nach Backlash (00:56:16) Google kauft Play-Store-Code für AI-Training (01:00:40) Alibaba Qwen 3.7+ zum Spotpreis (01:02:07) SpaceX-IPO konkret: $135/Aktie, Trade Republic (01:05:56) S&P 500 bleibt hart, kein Frühzugang für SpaceX (01:08:53) Morningstar halbiert SpaceX auf $780 Mrd. (01:12:24) Alphabet raised $85 Mrd. (Rekord-Equity-Offering) (01:19:01) Anthropic Recursive Self-Improvement (01:24:43) Meta Smart Glasses mit heimlicher Gesichtserkennung (01:26:07) Mafia: The Game von Founders Fund Shownotes Ed Zitron Bloomberg Podcast - youtube.com Ed Zitron: Anthropics Profitability Swindle - wheresyoured.at Scott Galloway: 95% der KI-Investments ohne Return, 50-70% Korrektur in 24 Monaten - the-ai-corner.com ChatGPT-App knackt 1 Mrd. monatliche Nutzer in Rekordzeit - reuters.com OpenAI launcht Codex for Knowledge Work - openai.com US-Regierung diskutiert Beteiligungen an AI-Firmen - wsj.com Anthropic to expand Mythos access - ft.com Uber begrenzt Claude-Code-Nutzung, um Kosten zu sparen - bloomberg.com Snowflake-CIO: Layoffs als Druckmittel, damit Mitarbeiter KI nutzen - theinformation.com Metas AI-Agent für WhatsApp Business weltweit verfügbar - techcrunch.com Meta rollt Mitarbeiter-Tracking-Tool nach Belegschafts-Backlash zurück - theinformation.com US National Security Agency using Anthropic's Mythos for cyber attacks - ft.com Google kauft heimlich Code von Play-Store-Entwicklern fürs KI-Training - 404media.co Alibaba Qwen3.7+: Text, Video, Bilder ab $0,40-$1,60 pro Mio. Token - venturebeat.com SpaceX will $75 Mrd. im Rekord-IPO einsammeln - bloomberg.com Morningstar bewertet SpaceX bei $780 Mrd., nur die Hälfte des IPO-Ziels - reuters.com Wild Twist: SpaceX kommt doch nicht früh in den S&P 500 - marketwatch.com Sitecore übernimmt Scrunch für $225 Mio. - bloomberg.com Alphabet raised $85 Mrd. für AI: größtes Equity-Offering aller Zeiten - thenextweb.com GitLab cuttet 14% der Belegschaft für AI-Workload-Skalierung - techcrunch.com CrowdStrike Q1 2027 Earnings - cnbc.com Anthropic Institute: Recursive Self-Improvement - anthropic.com Anthropic fordert globale KI-Entwicklungspause wegen Self-Improvement-Risiko - wsj.com Meta-Smart-Glasses mit Gesichtserkennung und Nametag - wired.com Tech Celebrities Playing Mafia - newcomer.co

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As AI usage explodes inside companies, token efficiency is becoming a core business problem. NLW looks at why cost, routing, context, local inference, model selection, and “dollars per outcome” are quickly replacing raw intelligence as the metric that matters most for enterprise AI.Sign up for AI Executive Catchup: ⁠https://aiexecutivecatchup.com/⁠Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠⁠⁠⁠⁠⁠⁠kpmg.com/us/Sophisticated⁠⁠⁠⁠⁠⁠⁠Bolt - Claim a free month of Bolt Pro - https://bolt.new/partner/aidb/Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

AGENDA: 00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx 00:00:46 — Anthropic Files to Go Public  00:04:59 — Will the Anthropic IPO Break the Startup Ecosystem? 00:06:22 — The "Billion-Dollar Position" Era: VCs Reset Their Expectations 00:18:11 — The Trillion-Dollar Cash Grab: Google, SpaceX, and OpenAI Rush the Queue 00:23:15 — Is the SaaS Apocalypse Over? Bouncing Off the Bottom 00:25:34 — The Death of Human Per-Seat Licenses as Multiples Shift 00:27:18 — Winners vs. Losers: How Agentic Focused Products Captured the Market 00:30:26 — Cognition Raises $1 Billion at a $26 Billion Valuation 00:33:04 — Token Budgeting Panic Hits Corporate America 00:35:46 — Multi-Model Workflows and the Future of Cost Containment 00:41:20 — Choosing Tokens Over Humans: The 2027 Engineering Reality Check 00:46:42 — Can Large Companies Survive Slashing One-Third of Their Engineering Talent? 00:57:40 — Big Law Flex: Kirkland & Ellis Pledges $500 Million to Build In-House AI 01:01:21 — Giving Away the Crown Jewels: Will Firms Trust Claude? 01:08:44 — Robinhood's AI Move: Automating Financial Planning vs. Beating the Market 01:16:15 — Apollo Warns PE Software Returns Are About to Be Disastrous 01:19:15 — $10 Billion Carry Pools: Will VC Winners Quit the Game? 01:24:10 — The 9-9-6 Work Ethic: Performative Theatre or Startup Reality? 01:30:10 — The Great Valley Contradiction: Working 24/7 to Automate White-Collar Work  

Torna la saggezza di Lyn Alden che in un articolo dolceamaro prova a descrivere la situazione macroeconomica e geopolitica del mondo nell'anno 2036: che ruolo avrà Bitcoin?Inoltre: nuovi paper analizzano il mining di Bitcoin come propellente per il teleriscaldamento, arrivano gli smart contract nativi grazie a Cube, il coinjoing non è morto, e l'Unione Europea non vede l'ora di tassare ogni transazione bitcoin.NOTE DELLA PUNTATA:- Riscaldamento condominiale in Russia con miners- Impianto ibrido riscalda una serra con i miners- Lyn Alden: dove sarà Bitcoin tra dieci anni?- CUBE, abilitare smart contract nativi su Bitcoin- Liquisabi, una lista di coordinatori per coinjoin- EU: tasse per ogni transazione-Il MECENATE dell'episodio sono Bitlegionario: grazie di ❤️!Questo episodio è sponsorizzato da:BITBOX02: il miglior hardware wallet. Acquistalo con il 5% di sconto con il codice BIPSHOWPASTIS e Plan Bolo: l'estate bitcoin a Bologna!FireFish: il marketplace per prestiti garantiti da BTC. Registrati col codice BIPSHOWGrazie a tutti i BIPers che ogni settimana sostengono il nostro show con una donazione!Seguici su:InstagramYouTubeTikTokTwitter

Jetzt bei Kraken anmelden und 30 EUR Bonus erhalten: https://bit.ly/kraken-bonusKI Token sind 2026 das stärkste Krypto-Narrativ. In dieser Folge gebe ich dir den Überblick: Venice AI (VVV) und NEAR im Vergleich Themen & Timestamps:00:00 KI-Token 2026 und Venice AI00:37 Venice AI: Was steckt hinter dem Projekt?01:23 Compute und tokenisierte Rechenleistung02:21 Private KI als Gegenentwurf zu Big Tech03:43 AI Agents und die Agentic Economy04:55 Venice-Nutzer, Umsatz und Geschäftsmodell07:07 Grenzen gegenüber OpenAI und Anthropic08:54 Verschlüsselte Prompts und Datenschutz

No matter your role, experience or industry, we all (mostly) waste hours a week doing the same thing: manually creating slides. 

My guests on the podcast this week have an astonishing 24 Grammy awards between them and they represent two musical world I love - the first is bluegrass and string band music and the second is opera.Renée Fleming and Béla Fleck join me to chat about their wonderful new collaboration The Fiddle and the Drum, a project which explores Renée's long-held love of American folk and Appalachian music. The album includes guest appearances from several musicians from in and around the string band world, including Dolly Parton, Vince Gill, Jerry Douglas, Aoife O'Donovan, Sierra Hull and Sarah Jarosz.We chat about the role folk music played in Renée's upbringing, the similarities and differences between roots music and the classical world, how the record came together, why folk songs are so powerful and what it means to be an eclectic artist over the course of a long career (plus much more).This was a wonderful conversation to get to be part of. Thanks to Renée and Béla for taking the time to chat and particular thanks to Collin Citron for helping make this happen.You can find out more about the project and order copies of the record at reneefleming.com, along with info on live dates for The Fiddle and the Drum and the project Renée mentions, Music and the Mind You'll find info on Béla at www.belafleck.com, including BEATrio and the collaborations with Toumani Diabaté, Zakir Hussain and Chick Corea mentioned in the episode. Support the show===Thanks to Bryan Sutton for his wonderful theme tune to Bluegrass Jam Along (and to Justin Moses for playing the fiddle!)Bluegrass Jam Along is proud to be sponsored by Collings Guitars and Mandolins and Token premium guitar picks- Sign up to get updates on new episodes - Free fiddle tune chord sheets- Here's a list of all the Bluegrass Jam Along interviews- Follow Bluegrass Jam Along for regular updates:InstagramFacebook- Review us on Apple Podcasts

EPISODE DESCRIPTIONI sat down with Harvey Liu, co-founder of LeveX Exchange, to dig into what it really takes to build a crypto trading platform from the ground up. Harvey's journey is fascinating , from studying computer science in China, to getting his MBA at INSEAD, to becoming an early Bitcoin investor when BTC was around $100, to backing the founders of Huobi and OKCoin as a VC, and now building his own exchange in Singapore. We talk about why he designed LeveX around social trading, how features like multi-trade and KOL-driven tournaments set them apart from Binance and OKX, and the honest truth about what works and what doesn't in crypto marketing. Harvey also shares what he looks for as a VC when evaluating Web3 startups in a bear market , and why founders with failure experience often outlast the ones who only know wins. DISCLAIMERNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/CONNECTLeveX Exchange: https://www.levex.comLeveX Twitter/X: https://x.com/levex Web3 with Sam Kamani: https://www.web3pod.xyzKEY POINTS WITH TIMESTAMPS• [00:01] Sam introduces Harvey Liu, co-founder of LeveX Exchange, and outlines the episode topics: building an exchange, growth, and VC lessons• [01:25] Harvey shares his background , computer science in China, five years at a Canadian internet company, MBA at INSEAD, then back to China for VC• [03:13] Harvey's first exposure to Bitcoin in 2013 as a VC, meeting the founders of Huobi and OKCoin, and buying BTC at around $100• [04:38] Moving to Singapore during COVID, joining a Singapore VC firm, and spotting the gap in social features on major trading platforms• [06:42] The founding idea behind LeveX: a platform built by traders, for traders, with a social layer that bigger exchanges lacked• [08:38] Who LeveX was designed for , seasoned traders, KOLs, and retail , and how user feedback shaped the product• [11:05] Gamification on the platform: quests, bonus milestones, KOL-run tournaments, and exclusive content areas for followers• [13:39] Current stats: over 400,000 registered users, focus on improving UX before aggressive marketing, and plans for Token 2049 Singapore• [15:35] User geography , mostly Europe and Asia, with Sam highlighting Southeast Asia (Philippines, Vietnam, Indonesia) as a massive growth opportunity• [18:35] Harvey's VC framework for evaluating Web3 startups in a bear market: team track record including failures, revenue traction, real utility, and exit strategy• [22:49] The biggest challenge building LeveX: rebuilding trust post-FTX, and how proof of reserves, bug bounties, and penetration testing address that• [26:06] Growth experiments , what worked (deep KOL partnerships) and what didn't (expensive Google and Meta paid ads with low conversion)• [30:13] LeveX's standout feature: multi-trade, which lets traders open multiple simultaneous positions on the same trading pair at different prices, directions, and leverage levels• [33:12] Vision for the next two to three years: reach top 20 global trading platform, expand into prediction markets and AI tools, and time the next bull run right• [34:51] Harvey's ask: strategic marketing and branding partners to help with the next bull run, and an open invitation for listeners to try the platform

We are back this week to talk about one of the most significant changes to rewards in a while that could well be implemented fully rom day 1 on FC27. Plus we have a World Cup promo coming with at least 1 of our hosts' nations being represented in America, and plenty to get our heads around. Hosted on Acast. See acast.com/privacy for more information.

More tokens = more ROI, right?

Cisco Splunk: Agentic Observability, Token Economics and the Smaller War Room, Podcast, Cisco and Splunk are focused: helping customers bring the right information together, with the right context, so AI can be useful rather than overwhelming By Doug Green “The real opportunity is helping customers pull together all the different sources of data into an environment where they can understand when they need to pay attention, how to find and fix problems, and how to layer AI on top of that.” In this Technology Reseller News podcast, recorded at Cisco Live, I spoke with Patrick Lin of Cisco Splunk about the changing role of observability in a hybrid, AI-driven IT environment — and why the conversation now also includes token economics. As AI becomes part of everyday IT operations, enterprises are beginning to ask a new economic question: how much does it cost to reason over all this data? In an AI-native environment, every log, metric, trace, network signal and security event may become part of a larger decision-making process. That creates value, but it also creates cost. Token economics becomes part of the observability discussion because customers need to know what data matters, when to use AI, and how to get better answers without flooding systems with unnecessary context. That is where Cisco and Splunk are focused: helping customers bring the right information together, with the right context, so AI can be useful rather than overwhelming. Lin described how Cisco and Splunk are connecting observability, networking intelligence and AI-native workflows to help teams see across complex environments. A key example is the integration between ThousandEyes and Splunk Observability Cloud, giving teams the ability to understand whether a problem is happening in the application or in the network — and, if it is in the network, whether the issue is in the part of the network they own or the part they do not. That distinction matters. In hybrid environments, responsibility is often shared across enterprise infrastructure, cloud platforms, service providers, SaaS applications and third-party systems. Knowing where the problem lives can dramatically reduce the time teams spend in war rooms trying to determine what went wrong. Lin also pointed to Cisco Cloud Control and AI Canvas as part of a broader AI-native approach. Rather than forcing users to jump across separate tools and interfaces, Cisco is working toward a model where information from Splunk, Cisco platforms and the wider ecosystem can be brought into a collaborative environment. That includes human teammates as well as agentic assistants that can help teams reason across data, identify patterns and accelerate troubleshooting. For channel partners, Lin said the opportunity is significant. Customers need help bringing together data sources, building the right observability foundation and applying AI in practical ways. Partners can play a key role in making agentic observability real for customers by helping them move from disconnected monitoring tools to a more unified, intelligent operating model. The goal, Lin said, is not just more data. It is a “much, much smaller war room” when incidents happen. For Cisco Partners, that message is timely. As customers modernize applications, adopt AI, expand hybrid environments and depend on increasingly distributed infrastructure, observability becomes more than an IT operations tool. It becomes a business resilience capability. Learn more about Cisco Splunk at: https://www.splunk.com/ Learn more about Cisco at: https://www.cisco.com/

One of the most consequential AI months of 2026, May marked a major shift from the AI subsidy era into a new period defined by token scarcity, usage-based pricing, enterprise sticker shock, and a broader scramble for compute. NLW argues that the next phase of AI competition will be shaped by who can access, afford, optimize, and deploy AI tokens most effectively.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠⁠⁠⁠kpmg.com/us/Sophisticated⁠⁠⁠⁠Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN.  AGENDA:  True or False: Mercor lost Meta and OpenAI as a customer with the hack? Mercor has been poaching competitor talent, paying them millions?  Mercor revenue is not real revenue and is only GMV? 12:56 Would Brendan sell Mercor for $30 billion?  14:23 Why everyone is wrong that AI will lead to labor displacement? 15:59 We will create many new jobs that do not exist with AI.  16:59 Why training agents will be a massive labor category that does not exist today  19:51 Will we see the data provider market unbundle and specialize into verticals?  22:24 Is the stated revenue really revenue or is it really GMV?  27:55 How a 1 million ARR company secured one of the best investors in the world with a helicopter ride  29:41 How Felicis secured the deal of the decade with a race track and a set of Ferraris  32:59 Which investment round felt like the highest price to grow into?  34:49 Why will value accrue to the infrastructure layer, not the application layer, in the next 12 months?  35:46 Why the model is the product and why application layer companies should be scared as a result  37:22 Why network effects will be the determinant of value creation  38:46 Why the forward-deployed motion, not the GTM motion, will determine true value creation.  41:59 Why token spend within organizations is going to continue to increase  43:54 Why agent evaluation to commoditize the model layer will be a massive business for enterprises?  51:13 Why we should have increased capital gains tax  01:01:31 How to compete with $20 million a year from Meta?  01:08:49 Will Mercor go public and when?  

The hype machine spent two years telling us AI was coming for your job. Now it's quietly walking that back. Why now? Follow the money.On this week's system update, George K. and George A. pull apart the vibe shift happening at the top of the AI economy: from Uber's COO admitting he can't draw a line between token spend and shipped features, to the broader reckoning hitting every CFO who signed a three-year AI contract without modeling what agentic workflows actually cost.The subsidized era is over. The bill is due. And nobody has a clean answer.But the harder question underneath all of it isn't economic. It's human.What happens when an industry skips straight from "how big can we make it" to "what are humans even for" without stopping to answer either?The two Georges reckon with soft skills being repackaged as vital skills, the neoliberal bargain sold to a generation of college graduates, and what Pope Leo's 42,000+word encyclical on human dignity in the age of AI gets right that most boards and governments haven't.A tech podcast about humans. This week, more than ever.Mentioned: Jensen Huang on irresponsible proclamations Uber COO on lack of ROI from tokenmaxxing Ed Zitron on OpenAI and potential collapse of Oracle Daniela Amodei on the importance of the humanities Jamie Dimon on future job skills What 2026 hiring managers are looking for Pope Leo XIV's encyclical, Magnifica Humanitas Marissa Alert on business outcomes planning first David Homan on how to build real human networks Sharon Goldman on the small town impact of the datacenter buildout

Welcome to Top of Mind with Consilio Wealth! Chris Kaminski and Hao Dang dive into the latest market and technology trends shaping the investment landscape. From SpaceX's highly anticipated IPO structure and Anthropic's trillion-dollar ambitions, to the growing costs of AI adoption and the rise of “token maxing,” they unpack what these shifts could mean for markets and investors. The conversation also explores extended options trading, AI infrastructure winners, and what today's IPO boom signals for the future of tech.We discuss:➡️ SpaceX's unique IPO structure and what it could mean for future mega-IPOs➡️ Anthropic's IPO filing and the race toward trillion-dollar AI companies➡️ AI token maxing, rising costs, and why companies are rethinking AI usage➡️ The hidden winners of AI growth — memory, networking, and infrastructure stocks➡️ Extended after-hours options trading and risks for investors➡️ Signs of market exuberance in private AI stock demandTo learn more about us or stay in the loop, visit www.consiliowealth.comDo you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guidesSubmit a question to team@consiliowealth.comwww.consiliowealth.com/disclosures 

Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio. Host: Rachel Warren Guest: Jay Jacobs Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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NLW breaks down the fast-rising debate over whether AI tokens should be taxed, from proposals by Elizabeth Warren, Mark Cuban, and Dario Amodei to the deeper question underneath it all: what happens to the tax base if more productive work shifts from humans to agents? The episode steelmans the case for taxing AI usage as productive capacity, then digs into the strongest objections, including why tokens may be a bad proxy for value and why a broad tax could punish the experimentation needed to discover AI's biggest opportunities.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at ⁠kpmg.com/us/Sophisticated⁠Scrunch - The AI customer experience platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://scrunch.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy - Want to accelerate enterprise software development velocity by 5x? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://pod.link/1680633614⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Our Newsletter is BACK: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aidailybrief.beehiiv.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? sponsors@aidailybrief.ai