Podcasts about tpu

ZAPATILLAS LA SPORTIVA TALENTO: Zapatillas trail running corto y tecnico, para 2027. Nuestra sección ZAPATILLAS LA SPORTIVA nos trae el avance de una nueva familia italiana pensada para recuperar el pulso más montañero de la casa italiana, en distancias cortas y terreno técnico.https://go.ivoox.com/rf/175948919La Sportiva Talento llegará en verano 2027 con PVPR estimado 160€. Peso 265 gramos en talla 42, altura 26-32 mm y drop 6 mm. Monta entresuela XFlow de EVA supercrítica, plantilla XFlow de 4 mm en TPU supercrítico 100% reciclado, suela FriXion White y tacos 4,5 mm. Vamos con análisis por Mayayo.Nueva familia zapatillas La Sportiva Talento, que  llegar con doble vía para correr rápido en montaña: Talento Pro como arma más radical y Talento como compañera de entrenamiento y carrera corta más versátil. Si la familia La Sportiva Prodigio relanzó con éxito a los italianos para correr largo y amortiguado, esta saga busca lo mismo para distancias cortas y terreno técnico, con una combinación de roca, sendero estrecho, tierra suelta y descensos donde la estabilidad lateral pesa tanto como el rebote de la espuma. LA SPORTIVA TALENTO: CONCLUSIÓN MAYAYO. Buen trabajo técnico el que luce La Sportiva Talento. Veremos si rodando en la práctica cuaja como sus hermanas La Sportiva Prodigio. Tal como llega, tiene todo el sentido para el corredor veterano que busca una zapatilla rápida y precisa para carreras cortas, entrenamientos vivos y salidas técnicas donde no hace falta cargar con unos zancos ultreros que te alejan del suelo y restan más que suman cuando la cosa se pone chunga.Talento no sustituye a la zapatilla larga, sino que recupera el placer de correr fino cuando el sendero se estrecha. No la compraría si eres muy de ultra, pista fácil o prefieres comodidad maximalista sobre seguridad lateral. Tampoco conviene lanzarse sin probar talla, porque La Sportiva tiene tradición de ajuste preciso y la horma Wide Fit 858 debes verificarla en pie real, calcetín de carrera y volumen propio. A cambio, quien venga de Bushido y quiera algo más moderno y ligero, o quien use Prodigio pero eche de menos más agarre y tacto técnico, creo tiene aquí una candidata de lo más lógica. Sergio Garasa Mayayo#carrerasdemontaña #radiotrail Conviértete en un supporter de este podcast: https://www.spreaker.com/podcast/radio-trail-carreras-de-montana-mayayo--4373839/support.

LA SPORTIVA TALENTO, POR MAYAYO: Zapatillas trail running corto y/o técnico, en Radio Trail. Nuestra sección ZAPATILLAS LA SPORTIVA nos trae el avance de una nueva familia italiana pensada para recuperar el pulso más montañero de la casa italiana, en distancias cortas y terreno técnico, La Sportiva Talento en verano 2027 con PVPR estimado 160€. Peso 265 gramos en talla 42, altura 26-32 mm y drop 6 mm. Monta entresuela XFlow de EVA supercrítica, plantilla XFlow de 4 mm en TPU supercrítico 100% reciclado, suela FriXion White y tacos 4,5 mm. Vamos con análisis en Radio trail Mayayo. Reportaje texto en la web aquí: https://carrerasdemontana.com/2026/06/20/la-sportiva-talento-mayayo/ . #trailrunning #carrerasdemontaña #lasportiva #lasportivatalento

Dagen er kommet: SpaceX går på børsen i, hvad der bliver verdens største IPO nogensinde - omkring tre gange så stor som Aramcos rekord og prissat til ~1,7 billioner dollars. Mads og Mathias forsøger at danne overblik over de specielle lock-up-regler, de ~4% af aktierne der frigives, performance-triggers og Elons egen etårige binding. Vigtigst af alt folder de bull-casen ud: et klip med tech-investor Brad Gerstner, der kalder aktien en "must-own" for institutionelle investorer - og hvorfor den danske value-tilgang ifølge Mads helt misforstår, hvad SpaceX i virkeligheden er. Reusable rockets, terrestriske datacentre, Google som ny storkunde og Starlink er hele regnestykket.   Undervejs er der war update fra Iran (olien i 84 dollar som fredstegn, nedskudt Apache-helikopter, spændinger mellem Netanyahu og Trump og en fredsplan på bordet), et CPI-tal på 4,2% - det højeste siden 2023 - og en ECB der hæver renten midt i en svag europæisk økonomi, mens Kevin Walsh-tesen om lavere renter i USA lever videre. På kryptosiden har Bill Gurley en skarp pointe om, hvordan stablecoins truer Visa og Mastercard, der har den højeste operating margin i forretningshistorien. Plus markedsnyheder: Google køber TPU'er hos Intel, Supermicro rejser 7 mia. dollars (og falder 28%), SoftBank dykker 8%, og Jeff Bezos starter ingeniør-AI-selskabet Prometheus.   Ugens tema er USA vs. Europa som investeringscase: teknologisk lederskab, en amerikansk ledelse der aktivt accelererer innovation (billig energi, fjernet red tape, klar vision), og skiftet fra finansialisering mod produktion. Mads' Bloomberg-overskriftsanalyse siger det meste - en lang liste af amerikanske tech-navne over for Europas ene: ASML. Plus ugens køb i Pluto.Markets-porteføljen: Supermicro Computer, Ciena (CIEN) og Marvell.     Denne episode er sponsoreret af Naluvi. Peter Jensen hjælper små og mellemstore virksomheder med alt inden for regnskab, rapportering og økonomi. Læs mere om de forskellige services på Naluvi.dk.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.     Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

О чём говорили: - Gemini 3.5 Flash и пиар скорости вместо экономии токенов - Sinking levels — самый дорогой костыль человечества, за который платите вы - Gemini App вырос с 400 до 900 миллионов юзеров - Gemini Omni забирает работу у нано-бананы - TPU восьмая генерация и распределённая тренировка между дата-центрами - Сандар Пичай и паузы без аплодисментов - Ask YouTube, Google Docs Live и SynthID для AI-контента - Антигравити 2.0 vs Gemini chat: Google наконец-то учит нейминг - Spark: операционка на сцене и айфон в airplane mode на демке - AI Ultra за 200 долларов и Opus 4.8, который тупит на выходных - Codemender, AI for Science и история про Антропик с Пентагоном - AGI всегда через год: разум vs сознание и sci-fi про ящериц без сознания - Intelligent Eyewear: очки для плохого района Варшавы - Google догоняет или Spark похоронят через 2 года Тайминги: 0:00:00 Интро (BMAD, /goal в Claude Code, wild true) 0:04:00 Google I/O 2026: общее впечатление и Gemini 3.5 Flash 0:14:32 Sinking levels — самый дорогой костыль человечества 0:16:01 Gemini App, Gemini Omni и конец нано-бананы 0:20:02 TPU восьмая генерация и распределённая тренировка 0:22:42 Сандар Пичай, Ask YouTube, Docs Live, SynthID 0:28:46 Антигравити 2.0 vs Gemini chat: нейминг по-гугловски 0:32:53 Spark: операционка на сцене и айфон в airplane mode 0:44:10 AI Ultra за 200 и Opus 4.8, который тупит на выходных 0:49:08 Codemender, AI for Science, Антропик и Пентагон 0:54:48 AGI всегда через год: разум vs сознание 0:58:53 Intelligent Eyewear: очки для плохого района Варшавы 1:04:55 Google догоняет или Spark похоронят через 2 года Нас можно найти: 1. Telegram: https://t.me/proConf 2. Youtube: https://www.youtube.com/c/proconf 3. SoundCloud: https://soundcloud.com/proconf 4. Itunes: https://podcasts.apple.com/by/podcast/podcast-proconf/id1455023466 5. Spotify: https://open.spotify.com/show/77BSWwGavfnMKGIz

C'est une entreprise qui construit l'infrastructure d'IA la plus enviée de la planète. Mais ses propres chercheurs doivent faire la queue pour y accéder. Oui, c'est le paradoxe fascinant auquel fait face Google aujourd'hui.L'écrasant succès commercial des TPULe nœud du problème, c'est l'écrasant succès commercial des puces maisons de Google, les TPU, auprès de géants comme Anthropic ou Meta. Cette demande est en train de priver ses équipes internes, notamment celles de Google DeepMind, des ressources indispensables à leurs propres recherches.Google a signé des accords pour positionner ses puces comme la seule alternative crédible aux cartes Nvidia. L'entreprise s'est notamment engagée à investir jusqu'à 40 milliards de dollars dans Anthropic. Et ce deal titanesque verrouille l'accès à un million de puces et cinq gigawatts de capacité de calcul sur cinq ans.En ajoutant Meta à l'équation, Google a vendu tellement de puissance de calcul que ses infrastructures ne suffisent plus à satisfaire tout le monde en même temps.Un goulet d'étranglement qui touche l'ensemble du secteur techMais attention, cette crise de croissance ne vient pas uniquement d'un arbitrage commercial. Elle révèle un goulet d'étranglement industriel bien plus profond qui touche l'ensemble du secteur tech. Le patron de DeepMind, Demis Hassabis, pointe deux limites majeures.D'un côté, une pénurie de composants clés en amont, notamment les mémoires à haute bande passante fournies par Samsung ou SK Hynix.De l'autre, un besoin vital de puces pour les chercheurs qui doivent tester de nouvelles idées à grande échelle. Malgré un plan d'investissement de près de 180 milliards de dollars cette année pour Alphabet, la puissance disponible est donc rationnée en interne.Et concrètement, cette pénurie commence à fissurer le leadership technologique de Google.Plusieurs chercheurs de renom ont déjà quitté le navire ces derniers mois pour des start-ups, lassés de voir leurs projets mis en attente.Diversifier sa chaîne d'approvisionnementPour desserrer l'étau, Google tente bien de diversifier sa chaîne d'approvisionnement en s'alliant avec des partenaires comme Broadcom ou MediaTek pour produire des puces d'inférence en aval.Mais la cadence de production ne suit pas encore la demande.Google se retrouve donc dans une position acrobatique, devenant le principal fournisseur d'infrastructure de ses propres concurrents, tout en essayant de garder assez de puissance pour entraîner ses futurs modèles Gemini.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

En esta cápsula de hoy, te hablo de la Kailas FUGA DU Monster, el nuevo modelo de Kailas, que la marca posiciona como modelo para terreno con desnivel y complicado.¿Es posible que pueda desenvolverse bien en terreno técnico con el elevado perfil que ofrece?Aquí te doy mi opinión en base a la info que he recibido por parte de la marca, a la espera que llegue mi unidad de test.Estos son los datos oficiales:-315 g en número 42-perfil 30/35 con drop 5mm.-mediasuela TPU supercrítico-tacos de 5 a 7mm. según zona en suela Vibram Megragrip Traction Lug-PVP 220€Contacto:juan@ellaboratoriodejuan.com

Two big retail earnings reports, two very different stories. Home Depot grew total sales 4.8% to $41.77 billion, but comparable sales barely moved (up 0.6%) and net income slipped to $3.29 billion from $3.43 billion a year ago, a sign of margin pressure. Target posted the louder top line, with net sales up 6.7% to about $25.15 billion and comps up 5.6%. The catch: net income fell 24% to $781 million, and the stock dropped nearly 5% after management guided comps down to roughly 1% for the rest of the year.On the tech side, Google and Blackstone are launching an AI cloud company with as much as $25 billion behind it, built on Google's own TPU chips to take on Nvidia and CoreWeave. France's Publicis Group bought the data platform LiveRamp for $2.2 billion in cash, a wager on "data co-creation" for AI agents.And 5 Investor minute stories from the world of venture capital, IPOs, and mergers and acquisitions. The Watson Weekly is sponsored by Avalara. For ecommerce brands, tax compliance gets more complicated with every new channel, state, product, and market. Avalara Agentic Tax and Compliance helps automate the work behind the scenes, so merchants can deliver a smoother customer experience — with accurate tax calculation at checkout, clearer visibility into tariffs and duties, and fewer surprises for customers when their order arrives.Avalara works with ecommerce platforms like Shopify, BigCommerce, WooCommerce, and more, helping teams manage compliance faster and scale with more confidence. To learn more about Avalara's ecommerce compliance solutions, and explore resources built for growing ecommerce brands go to avalara.watsonweekly.com for more details.

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in history.Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category.Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack.The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip.Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense.Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50-3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now.Runner-up: Anthropic and the Gates Foundation signed a $200 million four-year partnership directing grants, Claude credits, and engineering support toward global health, K-12 tutoring, and smallholder-farm agronomy. The deal lands the same week Anthropic absorbed Colossus 1 and signed Google for $200 billion in TPUs. The model lab is becoming an infrastructure-scale institution.Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom.Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech.Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

On this episode of Alexa's Input (AI), I sit down with Emilio Andere, co-founder and CEO of Wafer, to talk about the future of AI infrastructure, inference optimization, and the economics driving the AI compute race.We discuss:why “intelligence per watt” may become one of the defining metrics of the AI erathe current GPU and accelerator landscape across NVIDIA, AMD, TPUs, and emerging hardware startupswhy software optimization is becoming just as important as hardware itselfinference optimization strategieswhy AI infrastructure companies are racing up the stackwhat it's actually like building an AI infrastructure startup todayand more!Emilio also shares lessons from founding Wafer, thoughts on the future of open-source AI infrastructure, and why he believes optimizing intelligence itself could become one of the most important engineering problems.General Podcast LinksWatch: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@alexa_griffith⁠⁠⁠⁠⁠⁠Read: ⁠⁠⁠⁠⁠⁠⁠⁠https://alexasinput.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠Listen:⁠⁠ ⁠⁠https://creators.spotify.com/pod/profile/alexagriffith/⁠⁠⁠⁠More: ⁠⁠⁠⁠⁠⁠https://linktr.ee/alexagriffith⁠⁠⁠⁠⁠⁠Learn more about the host atWebsite: ⁠⁠⁠⁠⁠⁠https://alexagriffith.com/⁠⁠⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/alexa-griffith/⁠⁠⁠⁠⁠⁠Find out more about the guest at:LinkedIn: https://www.linkedin.com/in/emi-andere/Wafer Website: https://www.wafer.ai/Wafer AI / Y Combinator Article: https://www.ycombinator.com/companies/waferChapters00:00 Exploring AI Conversations and Recent Podcasts02:14 Intelligence per Watt: A New Metric for AI07:35 The Manifesto: Efficiency in Civilization12:40 Founding Wafer: The Journey Begins18:08 The GPU Hardware Landscape and Market Dynamics23:07 AMD's Growing Presence in the GPU Market24:07 Emerging Competitors in the AI Hardware Space26:04 Comparing TPUs and GPUs27:21 Acquisition and Availability of TPUs28:33 Navigating the GPU Marketplace30:05 Understanding Neo Cloud Economics33:30 The AI Bubble Debate36:25 Optimizing AI Models for Performance44:46 Bottlenecks in AI Model Performance48:08 Future Directions in AI Hardware Optimization54:39 Balancing Speed and Cost in AI Performance56:54 Kernel Arena: Benchmarking AI Performance01:03:45 Lessons from Founding: Sales and Emotional Resilience01:07:38 The Future of AI: Trends and Predictions01:13:03 Outro KeywordsAI hardware, inference optimization, intelligence per watt, GPU market, AI infrastructure, Wafer, AI bubble, TPU, GPU bottleneck, AI efficiency AI optimization, large language models, AI hardware, quantization, speculative decoding, benchmarking, AI infrastructure, model training, AI startups

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do.Reiner is CEO of MatX, a new chip startup (full disclosure - I'm an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture.Watch this one on YouTube so you can see the chalkboard. Read the transcript.Sponsors* Crusoe was one of only five GPU clouds that made the gold tier in SemiAnalysis' most recent ClusterMAX report. Gold-tier providers like Crusoe delivered 5-15% lower TCO than silver-tier clouds, even with identical GPU pricing. This is because optimizations like early fault detection and rapid node replacement don't necessarily show up in the sticker price, but still matter a ton in the real world. Learn more at crusoe.ai/dwarkesh* Cursor is where I do most of my work—from reading research papers to visualizing technical concepts to coding up internal tools for the podcast. Most recently, I used it to build two different review interfaces for my essay contest, one that anonymizes submissions for scoring and another that lets me see applicants' essays next to their resumes and websites. Whatever you're working on, you should try doing it in Cursor. Get started at cursor.com/dwarkesh* Jane Street let me ask Ron Minsky and Dan Pontecorvo, two senior Jane Streeters, a bunch of questions about how they use AI. We discussed everything from the types of models they're training to how they think about the future of trading to why they're more bullish than ever on hiring technical talent. You can watch the full conversation and learn more about their open positions at janestreet.com/dwarkeshTimestamps00:00:00 – Building a multiply-accumulate from logic gates00:16:31 – Muxes and the cost of data movement00:26:10 – How systolic arrays work00:39:11 – Clock cycles and pipeline registers00:51:51 – FPGAs vs ASICs01:03:25 – Cache vs scratchpad01:07:27 – Why CPU cores are much bigger than GPU cores01:12:00 – Brains vs chips01:15:33 – A GPU is just a bunch of tiny TPUs Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

GESTIONNAIRES EN ACTION. Berkshire Hathaway a vendu ses actions d’une dizaine de sociétés durant le premier trimestre, le premier complet sous la direction de Greg Abel, mais la société fait face à un problème de taille, estime François Rochon, président et gestionnaire de portefeuille à Giverny Capital. D’abord, ce dernier soutient que la décision de l’entreprise de vendre complètement ses participations dans une dizaine d’entreprises, dont Visa (V, 331,12$US), Mastercard (MA, 499,62$US), Amazon.com (AMZN, 268,46$US) et l’assureur Aon (324,22$US) n’est pas si surprenante. «Je pense que c'est très clair. En décembre dernier, Todd Combs a quitté Berkshire Hathaway (BRK.B, 479,98$US) pour aller travailler chez J.P. Morgan (JPM, 303,00$US). Il était, à part Warren Buffett, un des deux autres principaux gestionnaires (avec Ted Weschler) qui gérait un portefeuille d'une quinzaine de milliards de dollars. Ce sont clairement les titres Todd Combs qui ont été vendus», explique-t-il. Berkshire Hathaway a aussi réduit considérablement ses participations dans quelques entreprises durant le premier trimestre, dont la pétrolière Chevron (CVX, 191,01$US), le producteur de boissons alcoolisées Constellation Brands (STZ, 150,83$US) et aussi l'aciériste Nucor (NUE, 226,44$US). En tant qu’actionnaire de longue date de la société autrefois dirigée par Warren Buffett, il dit comprendre la décision de vendre des titres de ces trois sociétés, «dans lesquelles il n’investirait pas». Investissements dans Macy’s, Delta Air Lines et Alphabet À l’inverse, Berkshire a initié des participations dans le détaillant d’articles de mode Macy’s (M, 20,62$US) et dans le transporteur aérien Delta Air Lines (DAL, 75,65$US), des décisions qui peuvent paraître surprenantes, surtout pour Macy’s qui traverse une période de réorganisation majeure. «Todd Combs a quitté la société, mais Ted Weschler est toujours présent. Ce dernier a une approche un peu différente. Il a tendance à porter son attention sur des titres plus sous-évalués ou en situation de revirement. Mon impression, c'est que ces deux sociétés sont des achats de Ted», raconte François Rochon. L'entreprise qui a aussi bonifié sa participation dans Alphabet (GOOGL, 387,66$US). «Je sais que Warren Buffett a toujours été un grand admirateur d’Alphabet. Assez rapidement, il a réalisé qu’elle avait des avantages compétitifs très importants», explique le dirigeant de Giverny Capital, qui possède aussi des actions de la société derrière l’agent conversationnel Gemini et le moteur de recherche Google. «Au début, quand ChatGPT est arrivé, il y avait des inquiétudes valides que ça pouvait constituer une menace pour le modèle d'affaires d’Alphabet. Toutefois, et je dirais même de façon extraordinaire, à mon avis, la société a réussi à combler son retard et Gemini est peut-être même en ce moment meilleur que ChatGPT», dit-il, ajoutant que l’entreprise peut aussi dorénavant compter sur une division d’unités de traitement de tenseur (mieux connue sous l’appellation anglophone Tensor processing unit, ou TPU), qui sont un peu différents des processeurs graphiques (GPU) fabriqués entre autres par Nvidia (NVDA, 219,51$US) et seraient même un peu plus efficaces. Le problème des liquidités qui totalisent 380G$US L’éléphant dans la pièce chez Berkshire Hathaway reste que la société possède des liquidités d'environ 380 milliards de dollars américains (G$US). Selon François Rochon, il sera très difficile pour la société de générer de bons rendements boursiers avec une somme aussi importante qui rapporte à peine plus de 3% si elle est investie dans des bons du Trésor. «Ça doit approcher 40 % de tous les actifs de Berkshire Hathaway. C'est donc beaucoup demandé à tous les autres actifs de l’entreprise pour pouvoir, disons, maintenir un rendement annuel sur l’ensemble du capital de 10% à 12 %. C'est un problème», juge-t-il. Selon lui, la société pourrait profiter de périodes de reculs boursiers pour déployer son capital. D’autres options pourraient inclure le versement d’un dividende spécial ou des rachats d’actions. «Éventuellement, il va falloir que ce capital soit mis au travail», affirme-t-il. Il reconnaît que Warren Buffett a toujours été allergique aux dividendes, mais que ce sera au nouveau PDG, Greg Abel, de trancher.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Send us Fan MailIn this episode of Sidecar Sync, Amith Nagarajan and Mallory Mejias unpack Google I/O 2026 and what it signals for the future of AI-powered work, search, and member engagement. They explore Google's push toward proactive, agentic AI across Gemini, Workspace, Search, and new infrastructure like Antigravity and TPU chips, while digging into what these changes mean for associations trying to protect their content, improve digital experiences, and stay relevant as members increasingly expect voice, multimodal interaction, intelligent search, and personalized service. The conversation also covers AI's impact on career advice, leadership, web traffic, SEO, smart glasses, privacy, and why associations may need to double down on trust, niche expertise, and human connection in an increasingly agent-driven world.

The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory. Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC) Andrej Karpathy joins Anthropic to help launch a team focused on using Claude to accelerate pre-training research; he helped found OpenAI and worked at Tesla (Axios) Polymarket partners with Nasdaq to launch markets tied to private company milestones, including IPO timing, valuations, earnings, and secondary market activity (The Block) Blackstone announces a joint venture with Google to create a US company that will offer customers Google TPU access, and makes a $5B initial equity commitment (WSJ) KPMG partners with Anthropic to embed Claude into its tax and advisory platforms; KPMG's tax and legal services unit saw revenue grow ~8% YoY to $9.3B in 2025 (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon

In this powerful episode of The Reformed Brotherhood, Tony and Jesse dive deep into Matthew 21:33-46, examining Jesus's parable of the wicked tenants. The hosts unpack how Christ masterfully draws the Pharisees into pronouncing their own condemnation, revealing not merely theological error but intentional usurpation of God's authority. Through careful exegesis, they explore the shocking setup of the parable—where the landowner does all the work while the tenants contribute nothing—and how this mirrors God's sovereign initiative in salvation. The discussion touches on confession, the value of full-time ministry, and the scandal of rejecting the Messiah despite recognizing His authority. This episode challenges listeners to examine whether they, like the Pharisees, attempt to claim God's work as their own. Key Takeaways God Does All the Verbs: The parable emphasizes that the landowner planted, built, protected, and prepared everything—the tenants contributed nothing yet claimed ownership of the fruit. Self-Pronounced Condemnation: Jesus draws the Pharisees into declaring their own judgment, demonstrating that even the unregenerate conscience bears witness to divine justice (Romans 2). Intentional Usurpation, Not Mere Error: The Pharisees weren't well-intentioned but misguided; they recognized Christ's authority as the heir and deliberately murdered Him to seize His inheritance. The Scandal of Grace: The parable's shocking element is that the landowner prepared everything before leasing the land—far exceeding normal agricultural arrangements and illustrating God's unmerited favor. Ecclesial Support for Ministry: The OPC presbytery's decision to fund a full-time call demonstrates how church structure can honor the ministry of Word and sacrament by freeing ministers from worldly distractions. Particular Repentance Matters: Westminster Confession 15.5 teaches that believers should not content themselves with general repentance but "endeavor to repent of his particular sins, particularly." The Stone Rejected Becomes Chief: Christ's citation of Psalm 118 reveals that the very rejection by the builders (religious leaders) was God's plan to establish the cornerstone of salvation. Key Concepts God Does All the Verbs The concentration of action verbs attributed solely to the landowner in Matthew 21:33 is theologically significant. The landowner plants, builds, digs, and rents—creating a fully functional, productive vineyard before the tenants ever arrive. This arrangement differs radically from typical first-century agricultural practices, where tenants would lease raw land and develop it themselves, sharing profits with the landowner. Jesus deliberately presents an extraordinary scenario where the tenants receive everything prepared and ready, requiring only stewardship of what already exists. This parallels God's sovereign initiative in election and salvation: believers contribute nothing to their standing before God, receiving instead a fully accomplished redemption. The Pharisees' rebellion wasn't against burdensome requirements but against simply acknowledging God's rightful ownership of what He alone created. Intentional Usurpation, Not Mere Error The hosts challenge the common sympathetic reading of the Pharisees as well-intentioned legalists who simply got sidetracked. Instead, verse 38 reveals the tenants explicitly recognize the son as heir and plot to murder him to "seize his inheritance." This isn't accidental rejection but calculated rebellion. The Pharisees weren't confused about Jesus's identity or authority—they understood precisely who He claimed to be and deliberately chose to destroy Him rather than submit. This interpretation carries significant weight for understanding the nature of unbelief: it's not primarily intellectual confusion but volitional rebellion. The religious leaders didn't need more evidence or clearer teaching; they needed transformed hearts. This same dynamic appears whenever humans recognize divine truth yet choose self-sovereignty over submission to God's rightful claim on their lives. The Scandal of Grace The parable begins with a scandalous premise that would have startled Jesus's original audience. Unlike normal tenant farming arrangements where landowners simply provided land in exchange for a share of whatever the tenants produced through their own labor, this landowner invests everything. He doesn't just own the property—he plants the vineyard, constructs the protective wall, digs the wine press for production, and builds the watchtower for defense. The tenants receive a turnkey operation requiring minimal effort. This extravagant preparation mirrors God's unmerited favor toward Israel and, by extension, the church. God didn't merely create humanity and wait to see what we would produce; He established covenants, sent prophets, preserved His Word, and ultimately sent His Son—all before requiring any response. The only "payment" demanded is acknowledging His ownership of what He created. The parable thus exposes the absurdity and ingratitude of claiming God's work as our own achievement. Memorable Quotes God does all the verbs. All of the verbs are done by the landowner. There is nothing expected of these tenants—they really add nothing to the landowner's land. Christ is not painting the Pharisees as well-intentioned but ultimately wrong. He's painting them as usurpers who recognize the proper authority and rather than submitting to it, they're going to reject that authority and try to take it for their own. Men ought not to content themselves with a general repentance, but it is every man's duty to endeavor to repent of his particular sins, particularly. (Westminster Confession 15.5) Transcript Welcome to episode 491 of the Reformed Brotherhood. I'm Jesse.  [00:01:12] Tony Arsenal: And I'm Tony. And this is the podcast with ears to hear. Hey brother.  [00:01:17] Jesse Schwamb: Hey brother.  [00:01:18] Parable of Tenants [00:01:18] Jesse Schwamb: So picture this, Tony, your landlord. You've built the perfect vineyard. We're talking wall watchtower, wine, press, the works like what everybody says. Everybody knows you need all those things. You've got it all set up, and then you hand the keys to some tenants. You take a long trip, you go enjoy yourself. And when the harvest rolls around, you send your servants to collect the rent. And shockingly, your tenants, they beat. Stone. Another, the kill a third. So naturally you think, you know what? I'll fix this. Lemme just send more people. That's obviously the problem. There's some kind of just profound misunderstanding about what's going on here and about our relationship in this business. And then when that doesn't work, you send your son now loved ones. If this were a business strategy, we would already be calling hr. But of course it's not a business strategy, it's a parable. And Jesus is telling it to the very people about to prove the parable true. So welcome back to the Reformed Brotherhood because we're in Matthew Chapter 21 and we're gonna be actually getting all the way into the parable of the Vine growers where the patience of God looks, I would say, to almost anybody else, to humanize at least almost reckless until you realize that's exactly the point. So yeah, grab your beverage of choice, grab your Bible, pull the car over, will you? Because this is gonna get real and we're going to reason together. But before we do all of that, let's do a little affirming with or denying against, what do you got?  [00:02:41] Inside Baseball Affirmation [00:02:41] Tony Arsenal: So this is a sort of inside baseball, uh, affirmation. Um, I'm not sharing anything, although it may feel like I'm sharing something that is private and like, uh, like confidential. It's not No, this is good. Um, so I had the opportunity to visit. Um, my presbytery, um, for those who are listeners of the show or people who like, have been with us a long time, um, I was part of a Baptist church. Uh, I've always kind of been a Presbyterian at heart, but, um, our church closed, uh, a little over a year and a half ago now. And, um, uh, I've joined an OPC congregation in membership now. We've been members there for about a year. And, um, so I've been visiting Presbytery, which is the, the meeting of all of the leadership of all of the churches. So we won't do a polity breakdown here, but basically like, it's, it's the regional meeting. It's the regional business meeting or church meeting for a group of churches in the OPC, the Orthodox Presbyterian Church. And so a lot of the meetings, you know, have the normal kind of business type stuff. You have reports from different committee committees and stuff. Um.  [00:03:48] Presbytery Call Debate [00:03:48] Tony Arsenal: Where this is affirmation is coming in here is at this most recent presbytery meeting, um, was pretty heavy on, um, licensing or, or, uh, not licensing on approving men who had received a call to formal ministry within the presbytery. And so in the OPC, and I would imagine that other Presbyterian bodies are not like super different, although I'm sure there's some variation in the OPC. Um, when a church intends to extend a call to a pastor, to a teaching elder, um, to a minister, they must have the call, which is. Is both theological but is also eminently practical. Like the call is a physical piece of paper that details, you know, what the pay is, how much vacation time. So it's kind of a combination between like a theological call and also a contract. Um, the presbytery has to approve that call. And so at this most recent one, there was a couple calls that were more or less uncontroversial. There was no question about them, and they were approved pretty quickly. But there was one call, um, one call to ministry that took, I, I, I didn't time it, but it was probably like four or five hours of debate and discussion in various fashion in order to get to a point where the presbytery could approve the call. So this was a call to a minister who is being called part-time, which is unusual in the Orthodox Presbyterian Church. Um, the OPC uh, acknowledges the fact that bivocational tent making ministry is sometimes a necessity, but really views the ministry of the word in sacrament as something that should not have. Distractions. And actually our book of church order talks about, doesn't use the word distraction, I think, but it talks about a, a properly ordered call to a full-time minister includes phrasing that the congregation promises to compensate them in a way that allows them to be free of worldly burdens and cares. And I might have not, not have gotten that wording exactly right. But that's the idea. And so this call was. Explicitly, um, not a full-time call it, they actually took the language out of promising to pay him in a way that he's able to ignore or to not be distracted by worldly care. And that was intentional, but there was a lot of question in discussion at presbytery level about the fact that the call did not include the phrase or the wording of part-time or bivocational. So the conversation started out of like, can this call be modified to include that? So it's explicitly known in this man's call that his calling is part-time, which is both theological, to make sure that the call is properly formatted, but also like very practical that the congregation should acknowledge explicitly that they recognize that this person is not, not going to be putting, you know, 40 hours a week or 50 hours a week towards this position. [00:06:34] Jesse Schwamb: Right.  [00:06:34] Tony Arsenal: Um. What I'm affirming is where it got to, right? So there was lots of discussion about that. There was some finagling about the retirement package. The OPC recommends that a, a minister be given a retirement contribution of no less than 5% a year of his salaried package. Um, which there's a couple line items that go into that, but 5%, and this was a little bit less than that. And this is what I'm affirming and this, I, I don't know that this is a super widespread thing that would happen all across the, um, the OPC, but it happened in the presbytery of New York and New England this past week, and it's just amazing. And I just, I just want to lay it out there and then I want to hear your reaction. [00:07:13] Funding Full Time Ministry [00:07:13] Tony Arsenal: And I, I wanna hear your reaction as the son of a minister who labored his entire adult, more or less, his entire adult career in ministry, working two or three additional jobs on top of his ministry, the presbytery decided. That because it did not like the idea of a part-time minister. They didn't think that was appropriate. They didn't think that that was good or that that was really the right goal. The presbytery allocated, I'm not gonna say the figures 'cause they're not super germane, but allocated a significant amount of money to be dis to be dispersed to the church for the next three years in order to take what was a part-time call and enable it to become a full-time call. [00:07:54] Jesse Schwamb: Wow.  [00:07:54] Tony Arsenal: And so there are a lot of, there are a lot of church bodies that would say, yeah, we don't love the idea of bi-vocational ministry. You know, we really think it's ideal that a minister could be full-time. Um, they may even put some, some theological freight behind that. Um, I have never encountered a body, um. That was willing to put a sizable amount of money towards essentially supplementing a part-time call to make it full-time. Um, this was just amazing to me, and the candidate was there. I didn't get a chance to talk to him, but I would love to talk to him about what he felt. I, I can just imagine the phone call to his wife who was not, not at presbytery, but to his wife, following the outcome of this to be like, you are never gonna believe what just happened. Right? This is a family who was intending to move across country. Right. He's currently a student at Westminster, California in seminary, uh, California, Westminster Seminary in California, finishing his M Div. They're planning a cross country move into a part-time position where she's probably gonna have to find a job, and then also he's gonna have to find a part-time job. He had the ability to call her on the break and be like, you're never gonna guess what just happened? You're never gonna,  [00:09:09] Jesse Schwamb: it's wild.  [00:09:09] Tony Arsenal: Uh, sorry, I'm getting a little emotional here. You're never going to. Believe how faithful God is in this. Right. So I'm interested to hear your reaction to that as the son of a, of a try and quad at times Quad vocational. Yeah,  [00:09:23] Jesse Schwamb: for sure.  [00:09:23] Tony Arsenal: Minister who labored his entire, more or less, his entire adult career, um, working full-time in a call as a part-time, part-time minister. You know, like that's a, that's a crazy situation. So I'm just affirming that again, I don't know how common that kind of thing is in the OPC. I don't wanna make it seem like that's the norm. Um, I actually get the sense that this is probably not the norm, but it was amazing to see and it made me in intensely like. Proud in the right way of being a part of this broader body that would, would so emphasize and so value the ministry of the word and the sacrament, and the importance of a man being able to dedicate himself to that without distraction. That they would put forward this amount of money and this kind of money. They had no reason to do so. And there's no real direct benefit to the presbytery for doing this. I mean, there's an indirect benefit of like not having a church with a part-time minister, but like there's no direct benefit to this. There's no direct return on investments that's gonna come out of this. Um, it was pretty amazing to see. It was, it was, it was super encouraging.  [00:10:28] Jesse Schwamb: That is really encouraging. I, I think it's, there's no doubt that for the called pastor, their heart is in the ministry of the word. That's what they want to be doing. They wanna be doing it all the time and as much time as they possibly can, and they wanna be able to have all of their intentional focus on it. So I. I'm excited for that guy. I mean, that's just an incredible blessing to go in hoping for funding, essentially for a part-time role and to basically be told, no, no, no, no, that's, that's not enough. We want you to be committed to this fully as we know your heart is committed. As we validated that call.  [00:11:00] Why Structure Matters [00:11:00] Jesse Schwamb: I do love being a part of churches, well, lemme say it this way. There is, I think, a benefit of being part of congregations that have like a wide resource network that has like appropriate hierarchy and structure and that can be one of them. I've seen something similar in the Christian Missionary Alliance, which is the church that I'm in, not exactly the same, but I've seen some surprising allocations of resources where they basically said, you know, this is important. Like, it even trumps we're, we're gonna. Allocate or resource something so that this can move forward because it is important in a way that was like better than the person who was bringing it before them could have hoped for. Yeah. And uh, suddenly it's as if everything aligned. And it was really in part because there was this structure to come alongside, to validate as you're saying, and then to authenticate and then again to resource assets that could be used. There's, there's something to be said for that interdependency where there is kind of this hierarchical structure in which all that's happening at a level where things are codified. And again, like there's a structure and a way in which we move through those decisions to make sure that they suit the objective of the entire movement. So I guess there's nothing I'll say, but that's a beautiful thing, isn't it?  [00:12:14] Tony Arsenal: Yeah. Yeah.  [00:12:15] Generosity in Action [00:12:15] Tony Arsenal: It was, it was, it was cool because it was like this, it was like this real. Actualization of the principle of outdoing one another and showing honor. Yeah, sure. Because you know, like the initial debate was like, Hey, you know, I'm not sure we can approve this call because the, the OPCs guidelines tell us not to approve a call that has less than 5% of the retirement benefit. And there was a lot of discussion of like, well, the presbytery can't modify the call, but we don't wanna delay this guy coming in and like, we don't wanna delay his ordination, his installation. And so the initial proposal was a, a. What feels like a large amount of money to me. But after I understood more about the, the budget of what's going on in, in the presbytery was actually a very small amount of money. Started with a very tiny, very modest proposal of basically like supplementing the retirement fund to make sure that like we could, they, I say we, like, I was part of this, I was just observing, but to supplement the retirement fund in a way that allowed the church to still proceed with the call as written, but still also make sure that this person had the appropriate retirement fund. And then that just basically was like, there would be some instruction given to the church that like, you've gotta bump this up in the next budget cycle. Like you've gotta get to the 5%. That's, that's the expectation. It went from that. And like I said, I won't give you the specific numbers, but one of the presbyters and I, I'm, I, um, I, I've known this presbyter from a distance for quite a long time and, and I have an immense amount of respect for him. He stood up and he's like, well, if we're gonna give X, why don't we just give 10 times X instead? And then actually, like the discussion was like, well, is, are we sure that 10 times X is even the right amount? Why don't we have this particular group meet over the lunch break and figure out whether that's the right number and then come back after lunch and we'll vote on it. And then they came back after lunch and it was actually a number that was even greater than 10 times X. So it was like this exercise in like. This very small proposal that was still imminently generous, right? The presbytery has no obligation to do this. There's no obligation from any of the presbyters to stand up and say like, we should. We should supplement this fund. They would've been well within their right, and no one would've looked, I think. I think some people would've been frustrated by it, but I don't think anyone would've looked sideways at it or thought it was sinful. If the presbytery just said like, we can't approve this call. You guys are gonna have to come back with it and we'll vote on it at the next presbytery. Like that would've been problematic. This, this kind of poor guy who's coming outta seminary, his call and his beginning of employment would've been delayed, but like. That would've been good and orderly, but instead they were like, one, we don't want this pulpit to stay empty longer. We don't wanna disadvantage this guy who's just getting done with seminary. We want him to get started. We don't wanna discourage him. So here's a small proposal, a very modest amount of money that we can put forward for this purpose. And then it was like, let's just keep seeing how much closer to a real full-time call we can get. And they finally came back and said like, we're gonna do this. We're gonna do this in a wise fashion. They structured it. So like the first year he gets more, the second year he gets a little bit less. The third year the church gets a little bit less with the idea that like each year the church should be adjusting their budget to compensate and get this guy to that with the, the hope that like with a full-time minister, they're able to grow their congregation to the point where they can support a full-time minister. So it was just this really cool, super encouraging exercise. And what I loved about it is the only real debate that was going on was about do we need to do more? There was no one being like, wait a second, why are we, why are we putting more money to this? The whole thing was like, is this actually enough to accomplish what we think God wants to do with this person's call? Because if, if God is truly calling this man to this, this particular church, and we believe that he is. Then what do we as a, as a people of God need to do to enable that call to look like what we actually believe calls to ministry are supposed to look like, which is a full-time call to ministry that is undistracted by the cares of the world. What do we need to do? The answer in this case was like, I think we need to put a sizable amount of money to it. Um, it's a, I mean, and again. I'm not gonna say it on the air. It was not a small chunk of change. Um, it was, it was a, it was a large amount of money that was devoted to this cause and that just goes to show how much this body values the importance of a full-time minister of the word, so. [00:16:50] Jesse Schwamb: Right.  [00:16:51] OPC Love and Recommendation [00:16:51] Tony Arsenal: That's enough about that. I, I could gush about how proud I am to be a part of this body and how encouraged I am and how amazing it was and how awesome this, this guy, how, how much this guy must be thanking God for the providence and like, this is the last thing. I'll say this, this young man younger than me, I think he's graduating seminary. I saw him across the room. He looks like he's probably in his mid twenties, right? Young guy. He's got a wife doesn't have kids yet coming into this ministry, not only is he coming into this ministry, but as a Presbyterian minister, when he's installed as the minister of this church. He will be joining this body of presbyters as the, as his brothers like. He is not a member of the local church. He's a member of the presbytery, which is the regional church. So now he's coming into this fully supported by his brothers in the presbytery that he saw go to the mat to make sure he was properly taken care of, that the congregation was not unintentionally taking advantage of his labor, but also that he knows that all of these men are willing to do what they need to do to make sure that his ministry is successful and edifies the church like that is. Uh, I don't want to gush on Presbyterianism too much, but like that is Presbyterianism at peak form, right? This is the body of elders making sure that every church in the region, even the ones they're not directly ministering in, has what it needs to succeed and to honor God and to do what needs to happen. So I'm affirming the presbytery of New York and New England and the Orthodox Presbyterian Church. Um, I have been so blessed by knowing many of these presbyters. I've been so blessed by being a part of the congregation that I am. There are lots of really great churches and really great denominations out there. If you are looking for a church and there is an OPC congregation in your area, absolutely go check it out. I know it feels stuffy sometimes, and I will admit, like sometimes it feels a little bit overly traditional in terms of like just the vibe of the congregation,  [00:18:52] Jesse Schwamb: right?  [00:18:52] Tony Arsenal: But press past that because I don't think, I don't think you will find, um. You may find lots of congregations that are as faithful. I don't think you're gonna find many that are more faithful than your average OPC congregation. So I could be wrong. I just, I just love the OPC. I just really, really love it. So that's my affirmation. What do you got for us, Jesse?  [00:19:18] Denial Catholic Confession Math [00:19:18] Jesse Schwamb: I think I got denial, which is maybe a little bit unusual for me. [00:19:21] Tony Arsenal: As long as you're not denying the OPCI think we're fine.  [00:19:23] Jesse Schwamb: No, it's, it's not, it is church related and I, I'll try to keep it short 'cause I think I can make this way longer than it, it probably should be, but lemme think how to phrase this. So, I don't know with a devil negative, I guess when I'm a denying against is maybe not enough confession by your own standard. So the, I'm gonna try to make this so brief. I, I just happened to be out with my wife this afternoon and we had to run errands. We got stuck in traffic and this gave me longer than usual to sit in front of our. Very local and very large Catholic church. So I happen to be looking at their sign. It's a very large congregation. I've been actually been in this one on a couple of occasions for funerals. So not only do I know its size and scope, but again, if you get, if you get on this road at the wrong time on the Lord's day, you're gonna be stuck for a long time because there are so many people that attend. I say that because I noticed on the sign that there were three times for mass on the Lord's Day. So that also says something about the number of people coming through. And then on the sign though, underneath it said for confessions, go to our website. Mm-hmm. So I was like, man, I gotta lick this up because I can't tell if they're telling me I can confess on the website or if it's go to the website for the times. And I said to my wife, only half jokingly, if I can confess online, I'm gonna confess something. So I went to, I went to the website and, and sure enough it was almost disappointingly. It was just the times.  [00:20:45] Tony Arsenal: Yeah.  [00:20:46] Jesse Schwamb: Here's what I've found interesting, which just launched me into this like deep rabbit hole. There were three times for confession. Two of those times were just a half an hour, and the third time was an hour. So, uh, what I did was I went through, actually, I think what they had on there was, was three full hours a week. It was a little bit confusing, but I think it was three full hours. Now I think about it. So I went back, I just couldn't help myself, Tony. So I started to think, alright, let's say. I think it's fair to assume  [00:21:15] Tony Arsenal: math, Jesse is kicking in right now. Yes. You're gonna calculate how many minutes per, per person is what you're doing. I'm thinking, ah,  [00:21:22] Jesse Schwamb: yeah, it's something like that. So what I thought was, I don't think it's, uh, I was gonna be conservative. I wanna be fair. I wanna be fair. So, and now we should say like, I think most people realize that the Catholic understanding of confession and the Protestant one is, is very different. The Catholic sacrament of confession is the right through which Catholics are gonna confess their sins to a priest receive absolution, and it's gonna restore the relationship with God in the church. And, and they're gonna believe that the priest acts as a person of Christ and is bound by the seal of confession and an absolute kind of obligation. Uh, of course never to reveal what was disclosed during that process. So, by the way, the website that I went to, lovely instructions. I mean, I was like, wow. I was reading it to my wife who was, uh, not familiar with this at all, and she was like, they can make you do stuff. And I was like, well, yeah. I mean, obviously like there's, there's a portion of this where there's contrition or penant penance. It could be a prayer, it could be act of charity, like all kinds of stuff. So I went back and I thought. I don't think it's unreasonable that there's 350 persons that would say, let's say an average, uh, that would wanna take part of confession. Now, let's say that they did that at, at least monthly, just once a month. And, and I don't know how people's conviction is on that, but I'm gonna say conservatively once a month. Let's say that, and I don't think this is unreasonable, Tony, but you tell me. Let's say you're, you're trucking, you're moving through confession. Let's say it's five minutes a piece. So we're up to 1,750 minutes, uh, per month. That's the demand on the priest because I was, I was looking at this time and I was thinking something is strange here to me, so. That was the demand then, and I'll spare you the other math, which could be very long and un uninteresting. I'm coming up with, you'd need 2.24, two and a quarter priests, which of course you can't have a quarter priests or a quarter person for any reason. So you'd hire, you'd hire three priests, which satisfy the demand if, and the major assumptions here, that is like everybody can't show up at the same time. Obviously, I'm assuming that like everybody has their own time, they're spreading it out. So everybody gets the confession, but it's just five minutes. And I, I have no idea. I mean, if you're a Luther, that's certainly not sufficient time.  [00:23:20] Tony Arsenal: Yeah.  [00:23:20] Jesse Schwamb: And you would need three priests. Now here's the thing that I just kind of backed into that, besides like three being like, okay, that, that's, you would need three priests just to satisfy this congregation. If they're confessing for five minutes, once per month. Uh, by the way, if you said, well, half the congregation is going to go weekly, uh, then you, you would double the number of priests you need to 5.98 or six. But here's, here's the bottom line for me. This is why the denial comes in about maybe not enough, is. If you were just to distill that down to like, if you could have one priest cover that time, that there's a demand for like 779.4 hours, or excuse me, minutes of confession, that priest would only be allocating approximately like seven and a half percent of their working hours, their work toward handling confession. This seems like not enough confession given the standards of confession in the Catholic church. And again, I know that I'm, I'm now allocating that to one priest and I just told everybody you need three. That's true. So if you had these three now, if you hired three just to meet the demand, that would only be about like three and a half or a little under three and a half percent of their combined time. So the denial is Catholics, I think, unless I'm way off in some of my assumptions here, you might not be confessing enough by your own standards because  [00:24:33] Tony Arsenal: Yeah.  [00:24:34] Jesse Schwamb: Uh, that seems like not enough time.  [00:24:38] Tony Arsenal: Yeah. Yeah.  [00:24:39] Ritual Faithfulness Explained [00:24:39] Tony Arsenal: I mean, I think, um. I don't want to be too bombastic here, but I think,  [00:24:46] Jesse Schwamb: I think I already started this on this  [00:24:48] Tony Arsenal: path. Maybe this, maybe this isn't all that bombastic. Um, because this is so much about ritual and actually I say this is gonna sound really, we, we go, but trying to think from the Roman Catholic perspective, it's actually not, and I'll I'll tell you a brief story, uh, to explain it. Um, a lot of Roman Catholics are just going through the motions. [00:25:13] Jesse Schwamb: That's true.  [00:25:14] Tony Arsenal: But the point, the, the, the point of contention actually is that going through the motions is valuable for the Roman Catholic, right? So I, I knew this, uh, this young woman when I was in college who was a Roman Catholic, and we had many discussions about, about the differences between Protestantism and and Roman Catholicism. And what I came to understand is that going to mass for her. Itself was an act of faith. And so for the Roman Catholic, the concept of, of faith is different than the concept that Protestants operate under. So for the Roman Catholic who, um, goes to mass, even when they feel like they're, like, when they think they're just going through the motions, going through the motions is itself the act of faith. And that's because for most of Roman Catholics, most of Roman Catholicism, faith really equals faithfulness, right? So, so doing the act is the act of faithfulness. Doing the act is faith. Where for the Protestant, like faith is about belief and trust and knowledge. Like it's, it's an. Not entirely intellectual, but it's, it's an inward thing for the Roman Catholic faith is an out is primarily an outward thing. It's what you do, it's how you act. It's faith formed in love. It's faith formed in charity.  [00:26:36] Jesse Schwamb: Right.  [00:26:37] Tony Arsenal: So I think most Roman Catholics going to obligatory confession first. I think once a month is probably like, probably more frequent than most Roman Catholics go to mass or go to confession. Um, I thought I read a stat that it was like every six months is, is pretty average and I think that's what's required by the church maybe even once a year is, is required by the church. Um, I think like most Roman Catholics go into the, the confessional booth and like father forgive me for I've sinned. It's been such and such a number of days since my last confession. Right. And they may bring up a couple particular things that they've done and, and then I think the priest commonly absolves them of all of their sins. Like, almost like in an omnibus fashion and then prescribes their acts of penance, which is it, it like, honestly, it's probably things they should already be doing as a faithful Catholic saying Hail Marys and doing our fathers and acts of charity and things like that. So I think your math is probably right. [00:27:39] Protestant Repentance Particular [00:27:39] Tony Arsenal: I think your, your theory that more confession is probably like, I'm gonna read this from, uh, the Westminster confession, just to, just to say it here, is, this is chapter 15, which is titled of Repentance Under Life. And this is, uh, this is section five or paragraph five. It says, men ought not to content themselves with a general repentance, but is every man's duty to endeavor, to repent of his particular sins, particularly. And I think that's just such a beautifully phrased sentence like. Not only is it like potent theologically, but like, it just, it just feels good, like in terms of like the English language to repent of your particular sins, particularly. And like the idea is yes, Protestant reform, Christians affirm a general repentance from sin, right? We repent of our sin before the father, uh, as a result of our, of our coming to faith in Christ. And as part of our sanctification, we mortify our sin and we, Viv we are vivified by the spirit and repentance falls in that ongoing sanctification process. And there is this general repentance of like, I repent of the fact that I'm a sinner and that I commit sins, but there is this element in the reformed faith of like, I should be confessing to God. And I think by extension, like we should be confessing to our fellow Christians, our particular sins, our individual sins, and we should be doing that on particular occasion. And I think like. The Luther style confession of like going into the confessor and confessing like every particular sin. Particularly I think most Roman Catholic priests would, priests. Priests would probably have the same reaction Tobits did where he was like, get outta here. Like, come on dude. Like just go live your life and like deal with it. I think that's probably the reaction most Catholic priests would have. But yeah, I think you're right. Like if we're really talking about like. Five, five minutes of confession once a month and that somehow having some sort of spiritual efficacy. I'm not sure I buy that math. Like I think you're, you're probably spot on.  [00:29:47] Jesse Schwamb: Yeah.  [00:29:47] Confession Hours Oddities [00:29:47] Jesse Schwamb: I just was curious about how many priests would be required and then the allocation of the duties. By the way, you are right. So I, because I had to check on this, the, the fourth letter in council of 1215 does say that the church requires confession of any grave or mortal sins at least once a year. But the church, yeah, strongly encourages more frequent confession as a spiritual practice, even for, of course, like the venial or the less serious sins in their eyes. So yeah, my thought here was just that. I think it's actually undervalued by way of the math. Like the, as the kids say, the math just isn't math thing for me on this one. But I was more curious about, since this is one of the seven sacraments, even if you just said like, well, it should have at least one seven of the allocation. That's like, what? Like something like 14%. And so this is, um, almost half of that. I just found it a little bit, a little bit odd and yeah, I think you'd have to be, uh, so in other words, when I looked at the, basically, here's the bottom line. When I looked at the hours for confession one, there were weird times and uh, two, I was like, that doesn't seem like enough hours. Like, it was just more like that. Like how that's like saying like, Hey, the post office is open three hours a week, and by the way, one of those hours is from seven to eight o'clock on Friday. Like they had some hours. One hour just on Friday was like, I guess that's the way you wanna start your weekend is like, let's get all of this off my chest. Yeah. And, and do it. Right. And the last thing I'll say by the way, is you're correct. When you look at the instruction they give you, and this is common of course, toward the end, when they say like, here's how you like wrap up your part. Actually everybody should go read, go to the local, local Catholic church website and read the instructions. 'cause in some ways they're just interesting and kind of, um, I don't wanna say funny 'cause I'm not making fun. I'm just saying like, they have to give you instruction if you've never done it before. And so most of us are not really probably familiar with the process and they give you explicit instruction and toward the end it's like, here's how you kinda like hang up the call with the priest. And it's like you said, you know, these are my sins and all others, would you be willing to forgive? So you're right. Right. They just kinda wrap them all up because it's sins of omission, sense of commission, it's all to be together. But I, I wonder, you gotta think there's people in there that are like. The priests are like, okay, man, just yeah. Wrap, come on, wrap, wrap it up.  [00:31:55] Confession Timing Talk [00:31:55] Jesse Schwamb: And other people that come in are just like, you know, forgive me father. And uh, lastly to your point, when they give you instruction about how you should start, of course you're always to signify how long it's been since your last confession. Right. Confession. And they say parenthetically, like, reference the days, weeks, months, or years. So you're right. There are gonna be people that probably do it very frequently and probably people who do it infrequently still, I would say I just couldn't believe for a church this large, that there was just three hours a week.  [00:32:21] Tony Arsenal: Yeah.  [00:32:21] Jesse Schwamb: For everybody else.  [00:32:22] Tony Arsenal: Yeah.  [00:32:23] Vance and Papal Authority [00:32:23] Tony Arsenal: This leads me to two very brief sub, uh, denials slash affirmations. Uh, I don't know if you saw this, um, this is not a political statement, right? I, I have lots of feelings and thoughts about the current administration and I think most of my feelings and thoughts would surprise. Everybody. But I thought it was hilarious because JD Vance, who is a Roman Catholic, uh, confessed Roman Catholic part of the Roman Catholic Church, uh, he ha I, I'm not sure if I'm affirming or denying this, there was this funny, uh, funny exchange. I think he was at doing like a, doing like a TPU, I don't know, speech. He was doing a speech at some conservative event and he said something like, I think that the Pope should be more careful when he makes theological statements. I'm wanna be like, do you understand what the pope is in your religion? That was one of my sub denials. Uh, I don't remember what the other one is, so it must not have been that important. It'll come back to me at the worst possible moment and I will try very hard not to interrupt our show for it, but I probably will fail.  [00:33:25] Jesse Schwamb: Yeah.  [00:33:25] Reading Matthew 21 [00:33:25] Jesse Schwamb: Listen, we, we gotta get to some scripture because. We're, we're doing this old school style where we take like half the time and just talk about affirmations. It's true in house. It's true. Which is great fun. But let's, let's get back to Matthew 21. And I, I know we did this last time, but I am gonna rock through the passage 'cause of course, that's the best part of any of our discussion, is actually hearing from, from the Holy Spirit through the scripture, uh, which he's given to us. So this is, uh, Matthew 21, starting in verse 33. And you're gonna hear the, the whole thing right here. Uh, this is Jesus speaking. Listen to another parable. There was a landowner who planted a vineyard and put a wall around it and dug a wine press in it and built a tower and rented it out to vine growers and went on a journey. Now, when the high risk time approached, he sent his slaves to the vine growers to receive his fruit, and the vine growers took his slaves and beat one, killed another, and stoned a third. Again, he sent another group of slaves larger than the first, and they did the same thing to them. But afterward he sent his son to them saying they will respect my son. But when the vine growers saw the sun, they said among themselves, this is the heir. Come let us kill him and seize his inheritance, and they took him and threw him out of the vineyard and killed him. Therefore, when the owner of the vineyard comes, what will he do to those vine growers? They said to him, he will bring those wretches to a wretched end and will rent out the vineyard to other vine growers who will pay him the proceeds at the proper seasons. Jesus said to them, did you ever read in the scriptures the stone, which the builders rejected? This has become the chief cornerstone. This came about from the Lord, and it is marvelous in our eyes. Therefore, I say to you, the kingdom of God will be taken away from you and given to a nation producing the fruit of it. And he who falls in the stone will be broken to pieces, but on whomever it falls, it will scatter him like dust. And when the chief priests and the Pharisees heard his parables, they understood that he was speaking about them. And although they were seeking to seize him, they feared the crowds because they're regarding him to be a prophet. [00:35:28] Tony Arsenal: Yeah. Yeah.  [00:35:30] Pharisees Condemn Themselves [00:35:30] Tony Arsenal: This is like a super heavy parable. Right. And we talked a lot last week about how like the point of this parable is not necessarily to try to instruct the Pharisees or the Sadducees. Like it's not to instruct the people who were going to reject Christ, uh, the, the builders who would reject the cornerstone. It's really a parable to teach those. Who are observing this process happening. But I think it's, I, I think it's really interesting just listening to you read this and reading through it, and I guess this is a question I haven't asked and I, I need to study a little bit more. It's crazy to me in verse 41, um, Christ seems the, the, the, um, Matthew seems to say here, and maybe I need to do a little bit more Greek study, so bear with me and, and have grace if I'm wrong here. Matthew seems to say that like Christ asks the people he's speaking to, the Pharisees he's speaking to, what is he gonna do to these people? And the Pharisees answer, he's gonna put those wretches to a miserable death.  [00:36:36] Jesse Schwamb: Right?  [00:36:37] Tony Arsenal: Like the people listening to this parable understand the outcome, like they understand the. The consequence that the, the, the vineyard owner or the vineyard tenant tenants are facing based on their lack of faithfulness to the covenant. To me, that is like a really striking part of this parable. And, and it's not even like the parable proper, but like the striking element of the context of this is that nobody listening to this parable, including the Pharisees that this parable has basically spoken against, nobody fails to see the gravity of the consequence of rejecting God's emissary, like rejecting the Messiah. That to me is like a really, I dunno, paradigmatic. Portion of this that I think we need to grapple with. This is not an unclear, an unclear outcome. This is not, this is not masked or vague or OPA opaque. Like everybody understands, the people who reject the Messiah are going to face dire and eternal consequences for that act. [00:37:48] Jesse Schwamb: That does make this really interesting, doesn't it? Because it's not just entirely like Romans one adventures or even Romans two. It's that this is what Jesus does and he does it in a profound way that's not trickery like I think kinda like you're saying like the lead up to this isn't as if he's even leading the witness. He's making it very clear, all like the parameters of the story and the characters involved and what should be the proper judgment. And it's not as if like they start saying, they're like, oh, we shouldn't say anything more like we, we plead the fifth because it's gonna condemn ourselves. He draws his audience in to producing and pronouncing like their own sentence. It's very much like, I think I mentioned this last time, the prophet Nathan and David, isn't it? It's the exact same. Yeah. And the verdict is unanswerable, like even in its own terms. These other, like these other vine growers, prefigures of course like the inclusion of the Gentiles and the apostolic office. But I like that what Jesus does here, even before he gets to that point, is he extorts from them an acknowledgement of the punishment which awaited them. And so in this way there's like, I think the Puritans use this passage a lot actually to demonstrate that the natural conscience even of like the unregenerate, still bears witness to divine justice. That's Romans two. Like they, they can't get out from underneath it and Jesus isn't using any trickery on them to get them to say this thing. They are compelled in their own way, even being unregenerate to, like you said, even as they're rejecting the Messiah to recognize that punishment is due these characters in the story, even as they perceive at the end that they are those characters. [00:39:21] Tony Arsenal: Yeah.  [00:39:22] Jesse Schwamb: Saying we'll receive the judgment.  [00:39:24] Tony Arsenal: Yeah.  [00:39:25] Usurpers Not Misguided [00:39:25] Tony Arsenal: And I think too, like, um, this is kind of one of those chicken or the egg scenarios, right? Like Christ is both recognizing the intention of their heart as well as prophesying. And, and not just prophesying, but like inception level prophesying the, the outcome of the intention of their heart. And so like, again, like we've, we spent a whole week kind of like leading into the parable and now we spent a whole week, we're gonna spend a whole week again kind of leading into the parable. This is such a deep parable, and that like Christ is not just laying bare. The fact that the, the people who were going to reject him were doing so out of this sort of like attempt and intention of usurping the kingdom of God for their own purposes. I think that brings a layer to this that we don't often appreciate in. Christ's interaction with the Pharisees. I think sometimes, and maybe this is because I just listened to an episode of where Matt Whitman on the 10 minute Bible hour talked about this. I think sometimes we actually have a tendency to sort of be sympathetic to the Pharisees where we think, you know, they were, they were just trying to obey God's law and they got a little sideways on it and you know, they were putting these boundaries in place, but they were doing it in this sort of like misguided attempt to protect the people. Christ actually here seems to contradict that in that the comparison he's making is not to a, a well-intentioned group of people who just get it wrong, but he's painting the Pharisees, the, the religious leaders, the Sadducees, the chief priests. He's painting them as these usurpers who recognize the proper authority of right. The master and his emissaries and ultimately of his son, they recognize this proper authority and rather than submitting to it and submitting to the covenant obligations that they, they already actually agreed to, instead of doing that, they're going to reject that authority and try to take it for their own right. It's not just that they do the wrong thing, it's that they recognize the heir, which is Christ. They recognize this heir and they kill him to try to take his place. That is a really heavy element of this parable. Christ is not painting. Um, the, the, the Pharisees here, the, the religious leaders. He's not painting them as um, well-intentioned, but ultimately wrong, which is I think a lot of times, and I think there's reason to do this right. I'm not being overly critical and I've done this, I've actually done this myself, and I think there's some. Space for it. Like the Pharisees were wrong, but they were wrong, kind of in the right direction sometimes. Um, Christ is not really on board with that, at least in this parable. Right. This isn't about them thinking that the heir was a threat, and so killing the threat in, you know, inadvertently this is them absolutely seeing who the hair, who the heir is, and intentionally deciding to reject that heir and to murder him and to try to take his inheritance. Mm-hmm. That's an affront to not only the heir who they murder, but an affront to the owner of the vineyard himself, which of course in this parable is figured to be God the father primarily. But God in sort of general terms, like the whole Godhead, um, with Christ as the second Adam has, as his representative, as his heir. This is a really heavy parable and I think where this comes into play for us in our own Christian life is. Are there times where we. Sort of do the same thing in refusing to, maybe it's tie into your denial a little bit. Like refusing to acknowledge our own sinfulness, refusing to acknowledge the ways that God has provided for us. Um, do we at times look at what we have and lay claim to it as though it is our own inheritance that we've taken? Um, right. Do we kind of crucify the son of God anew in, in refusing to repent of our sins particularly? I dunno. I think those are some open questions for us to kind of explore as we dig into this a bit more. [00:43:54] Jesse Schwamb: And that may relate as well to, well eventually at some point, I dunno, like 2040, get to like the parable of the talents. There's some similarity there with a little bit, right? You're saying? I think you're right.  [00:44:06] God Does All the Verbs [00:44:06] Jesse Schwamb: And where I think we can anchor some of that is in those first couple of verses. I'm really always impressed by really the number of action verbs that are packed within, like that just initial statement of Jesus explaining the situation. [00:44:19] Tony Arsenal: Yeah.  [00:44:19] Jesse Schwamb: So he sets it all up and he's saying there's a planting that goes on, this landowner puts up a wall, digs a wine press. Builds a tower and then RINs it. So there's all these like amazing things being done, all this action verb. And I, I think in part why he comes against the Pharisees so hard in the same way that we're looking at like the parable that, uh, the, uh, talents for instance of saying like, what did you do with that was entrusted to you was like this great treasure which Christ has entrusted or God has entrusted to his people, which is, is the gospel essentially is, is all a prophetic witness, is like the truth of who God is and his revelation of himself. And so I think. The first thing we gotta see in those verbs is that there's this emphasis that the vineyard was God's sovereign creation. You know, he plants it, he chose it, he established it. Israel didn't plant herself. She was planted. And that sovereign initiative is foundational, I think in, like you're saying, the parables indictment, because these vine growers, they don't possess anything that they did not receive. Right. You know, they did not find a vineyard already planted, but God himself made it from the wilderness that all his glory, all the glory might be his. So. I think it's helpful for us to observe that the church is always the planting of the Lord and that no congregation flourishes that is not first planted by God. And so there is a major offense here when those who are to care for it, who know, like you're saying, that they ought to care for it, who understand something about the hierarchy and the way it has been entrusted to them. Not to only break that covenant, but then seek to try to usurp the power in the roles of those whom they should be, quite frankly, in our own language, like under shepherds too. And so it starts with all, all those verbs. Like I think we could probably spend a. A lot of times just speaking about what does it mean? Why? Why is there all this explicit in particular language about the fact that there's a hedge and there's a press besides just these are part in piece mail or part and parcel of what it means to have a vineyard, apparently, but that they're all part of this narrative of God talking about how he protects and cares for his people and sets them in a place and chooses them and is particular about the construction and does so with great volition and authority and care and concern and creative ability. And then again, you have those who are meant there to do the very job that he's entrusted them with. And not only are they not doing that, and of course you're right. Jesus elsewhere, comes in, comes in hot, right, with a Pharisees saying like, listen, you set burdens on people's backs that you yourselves cannot lift. You're twice as in the hell as anybody else, and that's who you are. Yeah. It's not just hypocrisy, but you're literally setting people up to fail in this. So you can see how you're right. It's not just like, guys, I appreciate that. Like you wanted to set up some additional boundaries and maybe you took it a little bit too far. This parable is just scorched earth. It's, it's nuclear. Yeah.  [00:47:10] Tony Arsenal: Yeah.  [00:47:11] Scandalous Vineyard Setup [00:47:11] Tony Arsenal: And you know, I think, um, we are obviously gonna spend another week on this 'cause we still have not really addressed a single verse in this parable. I, I think like a lot of ink has been spilled on explaining sort of like the feal agricultural arrangements of this passage. What it represents. M my understanding is. A typical arrangement would be that a, a landowner would basically just lease out land and the tenants would be responsible for the planting, for the development. Right. And the, the, the landowner would essentially just collect a portion of whatever they produce. Right. This parable is actually taking this a step further. Exactly. That it's not as though the landowner just says like, all right, you can use this land. Right. And I own the land, so I get a portion of the pro, the profit. He's actually done all the work. Yes. And all that. The, all that the, the tenants need to do essentially is reap the harvest and then provide the portion of the harvest that belongs to the landowner, and so there is a greater investment. Of the landowner into this land than would be expected. We've commented in the past about how a lot of times the, the parables start on sort of a premise of shock. Like there's a, there's an element of the setup of the, of the parable where the audience would kind of like sit back and gasp or kind of be like, wait a second. Like that's not normal. Right. In the parable of the, the, um, lost son, it was the idea that like the son demanded his inheritance. And that wasn't the shocking part. The shocking part was that the father just granted it. Right. Or, um, the lost sheep, like the, there's actually a sort of a shocking element to the fact that like the, the land, the like sheep owner would just go get this other sheep. So we've, we've commented on there's kind of like. There's sort of like a scandalous setup. The scandalous setup in this is not that the land has been leased to tenants, right? It's that the land has been prepared for the tenants before it was leased out in the first place. And I think that's something we might miss if we read over this too quickly, is. The landowner has prepared everything for these, these tenants.  [00:49:30] Jesse Schwamb: That's right.  [00:49:31] Tony Arsenal: So the, the, at the, the punchline of the parable where they refuse to acknowledge the sovereignty of, um, sovereignty and maybe a lowercase s in the, in the context of the parable, they refuse to acknowledge the sovereignty and the rightful claim of the tenant or of the landowner on the, the profit of the land. And sort of like highlighter emphasized by the fact that they actually didn't do any of the work. There's a certain kind of like Amer, like American rugged individualism where we're kind of like, yeah, like if I planted all the crops, then it's kind of lame that this guy's coming in expecting to take a portion of it, right? Like, yeah, I guess he owns the land, so maybe he gets a little piece of it, but like, who does he think he is? All of that already is already short circuited. Like I. The, these tenants are not actually, um, portrayed as doing anything in this parable. That's right. Like they just lease the land. They, they, um, and leased is not really like the right. The right word, the, the Greek word is omi, which is like he gave over the land to them. Um, when we say leased, we have this idea that like the tenants pay to use the land and then like part of their contract is that whatever profits they reap, uh, off the land goes back to the, to the landowner. This is really more like the landowner graciously allowed them to live on this land, and the only payment he required was that they would eventually provide him part of the profit back. Like he's planted the land, he's put up the fence around it. He dug the wine press so that they could make a product out of it. He built the tower so it would be defended. Yes. And he gave it over to them essentially just to like live on until it was time for the harvest. And all he is asking for is basically like, alright, so this is my land. I've planted the vineyards, the profit is mine to have. And so when the time came for him to come claim that that's where they have now rejected him. Yes. That's where they've now said like, I know you did all the work and really graciously allowed us to live in this land, but we're gonna keep all of it for ourselves. That's the scandal of this. That's what I think like the original audience would've set up and like, wait a second here. Like, hold on. They didn't even plant the vineyards themselves. They didn't even build the tower themselves. That's really the force of this that I think we miss when we, when we overemphasize, trying to think through like what the original agricultural arrangements were. 'cause this is painted. Very different than what the original arrangements would've been typical for. Like this is a different scenario and I think intentionally so,  [00:52:09] Jesse Schwamb: and we need those words like rented, at least in English, to help us understand that it didn't belong to them. It wasn't a gift, right? It wasn't as if like it was just turned over in the sense that it belongs to you now do with it what you will. And it's very clear in the passage one, like you said, that the landowner does all those things. So it was a, you know, he completely set it up. I mean, this is just such a beautiful, I think, depiction of the hold of prophetic, you know, understanding of God's word here, but it's very clear that says the, he sent his slaves to the vine growers to receive his fruit. So you're right. The scandal is that they're like, well, obviously. They need to give him his fruits, like  [00:52:48] Tony Arsenal: right.  [00:52:48] Jesse Schwamb: It was all set up before he left on this long journey. He then turned it over to them to care for, and that was really all that they were supposed to do. They had no role in this. And so it does like lead us in into this weird space where it's like, well, well what, what did the Pharisees think they were trying to do themselves? What does actually Jesus commenting on, on their own, like licit on their own initiative here, is he basically saying that not only are they not respecting his sovereignty, but they were trying to claim for themselves what only rightly belongs to God that even their position right. Society in culture as their representatives, God himself, they wanted to take that over for themselves, which he does bring that condemnation upon them in other parts of the scripture. So again, this is really hot. I think it's a, it's both heat and light, but there's no doubt that there's fire to this, right? Because it's a direct indictment that God the father set all of this up. You yourselves are on rented property, but guess what? Even the property that you've rented, I'm not exacting a tax from you as if like you have put forward and grown or supplied or created some kind of profitable outcome here. And I just want a piece of that. He's not even talking about tithing in that sense. What he's basically saying is, none of this belongs to you. Like how? Right? How dare you? None of this is yours. I set all of this up and in fact, because you've done so poor poorly at this, I'm gonna take it away from you and give it to those who actually produce fruit and guess what's gonna be the Gentiles? So it's, there's a wild. Amounts of condemnation packed into a very small story.  [00:54:19] Tony Arsenal: Yeah. Yeah. It really is.  [00:54:22] Tenants Add Nothing [00:54:22] Tony Arsenal: Um, there is nothing expected of these tenants. Right. There's no contract, like there's no terms, they, they really add nothing to the, the landowner's land, except I guess maybe they're the ones harvesting these, this fruit. Right. But even that's not explicit in the parable.  [00:54:43] Jesse Schwamb: Exactly.  [00:54:43] Tony Arsenal: Right. Right. He, he does all just to steal your thunder, like he does all the verbs. Yes. All of the ves are done by the landowner.  [00:54:50] Jesse Schwamb: Yes. Right  [00:54:51] Tony Arsenal: on. There is an implication that the, the tenants are somehow like the ones harvesting this, or they're the ones producing the wine, I guess, in the wine vat or the wine press. But at the end of the day. A normal tenant landowner agreement would be, I'm, you're, first of all, you're probably gonna pay me to use this land, right? You're paying me to use this land, and the way you pay me is you're gonna plant the, the gr the crop. You're gonna harvest it. You're gonna make the produce, and all I'm gonna do is let you live on this land. I'm gonna take the pro, like the profit, you're gonna pay me outta that profit. There is nothing asked or expected of these, th

In this powerful episode of The Reformed Brotherhood, Tony and Jesse dive deep into Matthew 21:33-46, examining Jesus's parable of the wicked tenants. The hosts unpack how Christ masterfully draws the Pharisees into pronouncing their own condemnation, revealing not merely theological error but intentional usurpation of God's authority. Through careful exegesis, they explore the shocking setup of the parable—where the landowner does all the work while the tenants contribute nothing—and how this mirrors God's sovereign initiative in salvation. The discussion touches on confession, the value of full-time ministry, and the scandal of rejecting the Messiah despite recognizing His authority. This episode challenges listeners to examine whether they, like the Pharisees, attempt to claim God's work as their own. Key Takeaways God Does All the Verbs: The parable emphasizes that the landowner planted, built, protected, and prepared everything—the tenants contributed nothing yet claimed ownership of the fruit. Self-Pronounced Condemnation: Jesus draws the Pharisees into declaring their own judgment, demonstrating that even the unregenerate conscience bears witness to divine justice (Romans 2). Intentional Usurpation, Not Mere Error: The Pharisees weren't well-intentioned but misguided; they recognized Christ's authority as the heir and deliberately murdered Him to seize His inheritance. The Scandal of Grace: The parable's shocking element is that the landowner prepared everything before leasing the land—far exceeding normal agricultural arrangements and illustrating God's unmerited favor. Ecclesial Support for Ministry: The OPC presbytery's decision to fund a full-time call demonstrates how church structure can honor the ministry of Word and sacrament by freeing ministers from worldly distractions. Particular Repentance Matters: Westminster Confession 15.5 teaches that believers should not content themselves with general repentance but "endeavor to repent of his particular sins, particularly." The Stone Rejected Becomes Chief: Christ's citation of Psalm 118 reveals that the very rejection by the builders (religious leaders) was God's plan to establish the cornerstone of salvation. Key Concepts God Does All the Verbs The concentration of action verbs attributed solely to the landowner in Matthew 21:33 is theologically significant. The landowner plants, builds, digs, and rents—creating a fully functional, productive vineyard before the tenants ever arrive. This arrangement differs radically from typical first-century agricultural practices, where tenants would lease raw land and develop it themselves, sharing profits with the landowner. Jesus deliberately presents an extraordinary scenario where the tenants receive everything prepared and ready, requiring only stewardship of what already exists. This parallels God's sovereign initiative in election and salvation: believers contribute nothing to their standing before God, receiving instead a fully accomplished redemption. The Pharisees' rebellion wasn't against burdensome requirements but against simply acknowledging God's rightful ownership of what He alone created. Intentional Usurpation, Not Mere Error The hosts challenge the common sympathetic reading of the Pharisees as well-intentioned legalists who simply got sidetracked. Instead, verse 38 reveals the tenants explicitly recognize the son as heir and plot to murder him to "seize his inheritance." This isn't accidental rejection but calculated rebellion. The Pharisees weren't confused about Jesus's identity or authority—they understood precisely who He claimed to be and deliberately chose to destroy Him rather than submit. This interpretation carries significant weight for understanding the nature of unbelief: it's not primarily intellectual confusion but volitional rebellion. The religious leaders didn't need more evidence or clearer teaching; they needed transformed hearts. This same dynamic appears whenever humans recognize divine truth yet choose self-sovereignty over submission to God's rightful claim on their lives. The Scandal of Grace The parable begins with a scandalous premise that would have startled Jesus's original audience. Unlike normal tenant farming arrangements where landowners simply provided land in exchange for a share of whatever the tenants produced through their own labor, this landowner invests everything. He doesn't just own the property—he plants the vineyard, constructs the protective wall, digs the wine press for production, and builds the watchtower for defense. The tenants receive a turnkey operation requiring minimal effort. This extravagant preparation mirrors God's unmerited favor toward Israel and, by extension, the church. God didn't merely create humanity and wait to see what we would produce; He established covenants, sent prophets, preserved His Word, and ultimately sent His Son—all before requiring any response. The only "payment" demanded is acknowledging His ownership of what He created. The parable thus exposes the absurdity and ingratitude of claiming God's work as our own achievement. Memorable Quotes God does all the verbs. All of the verbs are done by the landowner. There is nothing expected of these tenants—they really add nothing to the landowner's land. Christ is not painting the Pharisees as well-intentioned but ultimately wrong. He's painting them as usurpers who recognize the proper authority and rather than submitting to it, they're going to reject that authority and try to take it for their own. Men ought not to content themselves with a general repentance, but it is every man's duty to endeavor to repent of his particular sins, particularly. (Westminster Confession 15.5) Transcript Welcome to episode 491 of the Reformed Brotherhood. I'm Jesse.  [00:01:12] Tony Arsenal: And I'm Tony. And this is the podcast with ears to hear. Hey brother.  [00:01:17] Jesse Schwamb: Hey brother.  [00:01:18] Parable of Tenants [00:01:18] Jesse Schwamb: So picture this, Tony, your landlord. You've built the perfect vineyard. We're talking wall watchtower, wine, press, the works like what everybody says. Everybody knows you need all those things. You've got it all set up, and then you hand the keys to some tenants. You take a long trip, you go enjoy yourself. And when the harvest rolls around, you send your servants to collect the rent. And shockingly, your tenants, they beat. Stone. Another, the kill a third. So naturally you think, you know what? I'll fix this. Lemme just send more people. That's obviously the problem. There's some kind of just profound misunderstanding about what's going on here and about our relationship in this business. And then when that doesn't work, you send your son now loved ones. If this were a business strategy, we would already be calling hr. But of course it's not a business strategy, it's a parable. And Jesus is telling it to the very people about to prove the parable true. So welcome back to the Reformed Brotherhood because we're in Matthew Chapter 21 and we're gonna be actually getting all the way into the parable of the Vine growers where the patience of God looks, I would say, to almost anybody else, to humanize at least almost reckless until you realize that's exactly the point. So yeah, grab your beverage of choice, grab your Bible, pull the car over, will you? Because this is gonna get real and we're going to reason together. But before we do all of that, let's do a little affirming with or denying against, what do you got?  [00:02:41] Inside Baseball Affirmation [00:02:41] Tony Arsenal: So this is a sort of inside baseball, uh, affirmation. Um, I'm not sharing anything, although it may feel like I'm sharing something that is private and like, uh, like confidential. It's not No, this is good. Um, so I had the opportunity to visit. Um, my presbytery, um, for those who are listeners of the show or people who like, have been with us a long time, um, I was part of a Baptist church. Uh, I've always kind of been a Presbyterian at heart, but, um, our church closed, uh, a little over a year and a half ago now. And, um, uh, I've joined an OPC congregation in membership now. We've been members there for about a year. And, um, so I've been visiting Presbytery, which is the, the meeting of all of the leadership of all of the churches. So we won't do a polity breakdown here, but basically like, it's, it's the regional meeting. It's the regional business meeting or church meeting for a group of churches in the OPC, the Orthodox Presbyterian Church. And so a lot of the meetings, you know, have the normal kind of business type stuff. You have reports from different committee committees and stuff. Um.  [00:03:48] Presbytery Call Debate [00:03:48] Tony Arsenal: Where this is affirmation is coming in here is at this most recent presbytery meeting, um, was pretty heavy on, um, licensing or, or, uh, not licensing on approving men who had received a call to formal ministry within the presbytery. And so in the OPC, and I would imagine that other Presbyterian bodies are not like super different, although I'm sure there's some variation in the OPC. Um, when a church intends to extend a call to a pastor, to a teaching elder, um, to a minister, they must have the call, which is. Is both theological but is also eminently practical. Like the call is a physical piece of paper that details, you know, what the pay is, how much vacation time. So it's kind of a combination between like a theological call and also a contract. Um, the presbytery has to approve that call. And so at this most recent one, there was a couple calls that were more or less uncontroversial. There was no question about them, and they were approved pretty quickly. But there was one call, um, one call to ministry that took, I, I, I didn't time it, but it was probably like four or five hours of debate and discussion in various fashion in order to get to a point where the presbytery could approve the call. So this was a call to a minister who is being called part-time, which is unusual in the Orthodox Presbyterian Church. Um, the OPC uh, acknowledges the fact that bivocational tent making ministry is sometimes a necessity, but really views the ministry of the word in sacrament as something that should not have. Distractions. And actually our book of church order talks about, doesn't use the word distraction, I think, but it talks about a, a properly ordered call to a full-time minister includes phrasing that the congregation promises to compensate them in a way that allows them to be free of worldly burdens and cares. And I might have not, not have gotten that wording exactly right. But that's the idea. And so this call was. Explicitly, um, not a full-time call it, they actually took the language out of promising to pay him in a way that he's able to ignore or to not be distracted by worldly care. And that was intentional, but there was a lot of question in discussion at presbytery level about the fact that the call did not include the phrase or the wording of part-time or bivocational. So the conversation started out of like, can this call be modified to include that? So it's explicitly known in this man's call that his calling is part-time, which is both theological, to make sure that the call is properly formatted, but also like very practical that the congregation should acknowledge explicitly that they recognize that this person is not, not going to be putting, you know, 40 hours a week or 50 hours a week towards this position. [00:06:34] Jesse Schwamb: Right.  [00:06:34] Tony Arsenal: Um. What I'm affirming is where it got to, right? So there was lots of discussion about that. There was some finagling about the retirement package. The OPC recommends that a, a minister be given a retirement contribution of no less than 5% a year of his salaried package. Um, which there's a couple line items that go into that, but 5%, and this was a little bit less than that. And this is what I'm affirming and this, I, I don't know that this is a super widespread thing that would happen all across the, um, the OPC, but it happened in the presbytery of New York and New England this past week, and it's just amazing. And I just, I just want to lay it out there and then I want to hear your reaction. [00:07:13] Funding Full Time Ministry [00:07:13] Tony Arsenal: And I, I wanna hear your reaction as the son of a minister who labored his entire adult, more or less, his entire adult career in ministry, working two or three additional jobs on top of his ministry, the presbytery decided. That because it did not like the idea of a part-time minister. They didn't think that was appropriate. They didn't think that that was good or that that was really the right goal. The presbytery allocated, I'm not gonna say the figures 'cause they're not super germane, but allocated a significant amount of money to be dis to be dispersed to the church for the next three years in order to take what was a part-time call and enable it to become a full-time call. [00:07:54] Jesse Schwamb: Wow.  [00:07:54] Tony Arsenal: And so there are a lot of, there are a lot of church bodies that would say, yeah, we don't love the idea of bi-vocational ministry. You know, we really think it's ideal that a minister could be full-time. Um, they may even put some, some theological freight behind that. Um, I have never encountered a body, um. That was willing to put a sizable amount of money towards essentially supplementing a part-time call to make it full-time. Um, this was just amazing to me, and the candidate was there. I didn't get a chance to talk to him, but I would love to talk to him about what he felt. I, I can just imagine the phone call to his wife who was not, not at presbytery, but to his wife, following the outcome of this to be like, you are never gonna believe what just happened. Right? This is a family who was intending to move across country. Right. He's currently a student at Westminster, California in seminary, uh, California, Westminster Seminary in California, finishing his M Div. They're planning a cross country move into a part-time position where she's probably gonna have to find a job, and then also he's gonna have to find a part-time job. He had the ability to call her on the break and be like, you're never gonna guess what just happened? You're never gonna,  [00:09:09] Jesse Schwamb: it's wild.  [00:09:09] Tony Arsenal: Uh, sorry, I'm getting a little emotional here. You're never going to. Believe how faithful God is in this. Right. So I'm interested to hear your reaction to that as the son of a, of a try and quad at times Quad vocational. Yeah,  [00:09:23] Jesse Schwamb: for sure.  [00:09:23] Tony Arsenal: Minister who labored his entire, more or less, his entire adult career, um, working full-time in a call as a part-time, part-time minister. You know, like that's a, that's a crazy situation. So I'm just affirming that again, I don't know how common that kind of thing is in the OPC. I don't wanna make it seem like that's the norm. Um, I actually get the sense that this is probably not the norm, but it was amazing to see and it made me in intensely like. Proud in the right way of being a part of this broader body that would, would so emphasize and so value the ministry of the word and the sacrament, and the importance of a man being able to dedicate himself to that without distraction. That they would put forward this amount of money and this kind of money. They had no reason to do so. And there's no real direct benefit to the presbytery for doing this. I mean, there's an indirect benefit of like not having a church with a part-time minister, but like there's no direct benefit to this. There's no direct return on investments that's gonna come out of this. Um, it was pretty amazing to see. It was, it was, it was super encouraging.  [00:10:28] Jesse Schwamb: That is really encouraging. I, I think it's, there's no doubt that for the called pastor, their heart is in the ministry of the word. That's what they want to be doing. They wanna be doing it all the time and as much time as they possibly can, and they wanna be able to have all of their intentional focus on it. So I. I'm excited for that guy. I mean, that's just an incredible blessing to go in hoping for funding, essentially for a part-time role and to basically be told, no, no, no, no, that's, that's not enough. We want you to be committed to this fully as we know your heart is committed. As we validated that call.  [00:11:00] Why Structure Matters [00:11:00] Jesse Schwamb: I do love being a part of churches, well, lemme say it this way. There is, I think, a benefit of being part of congregations that have like a wide resource network that has like appropriate hierarchy and structure and that can be one of them. I've seen something similar in the Christian Missionary Alliance, which is the church that I'm in, not exactly the same, but I've seen some surprising allocations of resources where they basically said, you know, this is important. Like, it even trumps we're, we're gonna. Allocate or resource something so that this can move forward because it is important in a way that was like better than the person who was bringing it before them could have hoped for. Yeah. And uh, suddenly it's as if everything aligned. And it was really in part because there was this structure to come alongside, to validate as you're saying, and then to authenticate and then again to resource assets that could be used. There's, there's something to be said for that interdependency where there is kind of this hierarchical structure in which all that's happening at a level where things are codified. And again, like there's a structure and a way in which we move through those decisions to make sure that they suit the objective of the entire movement. So I guess there's nothing I'll say, but that's a beautiful thing, isn't it?  [00:12:14] Tony Arsenal: Yeah. Yeah.  [00:12:15] Generosity in Action [00:12:15] Tony Arsenal: It was, it was, it was cool because it was like this, it was like this real. Actualization of the principle of outdoing one another and showing honor. Yeah, sure. Because you know, like the initial debate was like, Hey, you know, I'm not sure we can approve this call because the, the OPCs guidelines tell us not to approve a call that has less than 5% of the retirement benefit. And there was a lot of discussion of like, well, the presbytery can't modify the call, but we don't wanna delay this guy coming in and like, we don't wanna delay his ordination, his installation. And so the initial proposal was a, a. What feels like a large amount of money to me. But after I understood more about the, the budget of what's going on in, in the presbytery was actually a very small amount of money. Started with a very tiny, very modest proposal of basically like supplementing the retirement fund to make sure that like we could, they, I say we, like, I was part of this, I was just observing, but to supplement the retirement fund in a way that allowed the church to still proceed with the call as written, but still also make sure that this person had the appropriate retirement fund. And then that just basically was like, there would be some instruction given to the church that like, you've gotta bump this up in the next budget cycle. Like you've gotta get to the 5%. That's, that's the expectation. It went from that. And like I said, I won't give you the specific numbers, but one of the presbyters and I, I'm, I, um, I, I've known this presbyter from a distance for quite a long time and, and I have an immense amount of respect for him. He stood up and he's like, well, if we're gonna give X, why don't we just give 10 times X instead? And then actually, like the discussion was like, well, is, are we sure that 10 times X is even the right amount? Why don't we have this particular group meet over the lunch break and figure out whether that's the right number and then come back after lunch and we'll vote on it. And then they came back after lunch and it was actually a number that was even greater than 10 times X. So it was like this exercise in like. This very small proposal that was still imminently generous, right? The presbytery has no obligation to do this. There's no obligation from any of the presbyters to stand up and say like, we should. We should supplement this fund. They would've been well within their right, and no one would've looked, I think. I think some people would've been frustrated by it, but I don't think anyone would've looked sideways at it or thought it was sinful. If the presbytery just said like, we can't approve this call. You guys are gonna have to come back with it and we'll vote on it at the next presbytery. Like that would've been problematic. This, this kind of poor guy who's coming outta seminary, his call and his beginning of employment would've been delayed, but like. That would've been good and orderly, but instead they were like, one, we don't want this pulpit to stay empty longer. We don't wanna disadvantage this guy who's just getting done with seminary. We want him to get started. We don't wanna discourage him. So here's a small proposal, a very modest amount of money that we can put forward for this purpose. And then it was like, let's just keep seeing how much closer to a real full-time call we can get. And they finally came back and said like, we're gonna do this. We're gonna do this in a wise fashion. They structured it. So like the first year he gets more, the second year he gets a little bit less. The third year the church gets a little bit less with the idea that like each year the church should be adjusting their budget to compensate and get this guy to that with the, the hope that like with a full-time minister, they're able to grow their congregation to the point where they can support a full-time minister. So it was just this really cool, super encouraging exercise. And what I loved about it is the only real debate that was going on was about do we need to do more? There was no one being like, wait a second, why are we, why are we putting more money to this? The whole thing was like, is this actually enough to accomplish what we think God wants to do with this person's call? Because if, if God is truly calling this man to this, this particular church, and we believe that he is. Then what do we as a, as a people of God need to do to enable that call to look like what we actually believe calls to ministry are supposed to look like, which is a full-time call to ministry that is undistracted by the cares of the world. What do we need to do? The answer in this case was like, I think we need to put a sizable amount of money to it. Um, it's a, I mean, and again. I'm not gonna say it on the air. It was not a small chunk of change. Um, it was, it was a, it was a large amount of money that was devoted to this cause and that just goes to show how much this body values the importance of a full-time minister of the word, so. [00:16:50] Jesse Schwamb: Right.  [00:16:51] OPC Love and Recommendation [00:16:51] Tony Arsenal: That's enough about that. I, I could gush about how proud I am to be a part of this body and how encouraged I am and how amazing it was and how awesome this, this guy, how, how much this guy must be thanking God for the providence and like, this is the last thing. I'll say this, this young man younger than me, I think he's graduating seminary. I saw him across the room. He looks like he's probably in his mid twenties, right? Young guy. He's got a wife doesn't have kids yet coming into this ministry, not only is he coming into this ministry, but as a Presbyterian minister, when he's installed as the minister of this church. He will be joining this body of presbyters as the, as his brothers like. He is not a member of the local church. He's a member of the presbytery, which is the regional church. So now he's coming into this fully supported by his brothers in the presbytery that he saw go to the mat to make sure he was properly taken care of, that the congregation was not unintentionally taking advantage of his labor, but also that he knows that all of these men are willing to do what they need to do to make sure that his ministry is successful and edifies the church like that is. Uh, I don't want to gush on Presbyterianism too much, but like that is Presbyterianism at peak form, right? This is the body of elders making sure that every church in the region, even the ones they're not directly ministering in, has what it needs to succeed and to honor God and to do what needs to happen. So I'm affirming the presbytery of New York and New England and the Orthodox Presbyterian Church. Um, I have been so blessed by knowing many of these presbyters. I've been so blessed by being a part of the congregation that I am. There are lots of really great churches and really great denominations out there. If you are looking for a church and there is an OPC congregation in your area, absolutely go check it out. I know it feels stuffy sometimes, and I will admit, like sometimes it feels a little bit overly traditional in terms of like just the vibe of the congregation,  [00:18:52] Jesse Schwamb: right?  [00:18:52] Tony Arsenal: But press past that because I don't think, I don't think you will find, um. You may find lots of congregations that are as faithful. I don't think you're gonna find many that are more faithful than your average OPC congregation. So I could be wrong. I just, I just love the OPC. I just really, really love it. So that's my affirmation. What do you got for us, Jesse?  [00:19:18] Denial Catholic Confession Math [00:19:18] Jesse Schwamb: I think I got denial, which is maybe a little bit unusual for me. [00:19:21] Tony Arsenal: As long as you're not denying the OPCI think we're fine.  [00:19:23] Jesse Schwamb: No, it's, it's not, it is church related and I, I'll try to keep it short 'cause I think I can make this way longer than it, it probably should be, but lemme think how to phrase this. So, I don't know with a devil negative, I guess when I'm a denying against is maybe not enough confession by your own standard. So the, I'm gonna try to make this so brief. I, I just happened to be out with my wife this afternoon and we had to run errands. We got stuck in traffic and this gave me longer than usual to sit in front of our. Very local and very large Catholic church. So I happen to be looking at their sign. It's a very large congregation. I've been actually been in this one on a couple of occasions for funerals. So not only do I know its size and scope, but again, if you get, if you get on this road at the wrong time on the Lord's day, you're gonna be stuck for a long time because there are so many people that attend. I say that because I noticed on the sign that there were three times for mass on the Lord's Day. So that also says something about the number of people coming through. And then on the sign though, underneath it said for confessions, go to our website. Mm-hmm. So I was like, man, I gotta lick this up because I can't tell if they're telling me I can confess on the website or if it's go to the website for the times. And I said to my wife, only half jokingly, if I can confess online, I'm gonna confess something. So I went to, I went to the website and, and sure enough it was almost disappointingly. It was just the times.  [00:20:45] Tony Arsenal: Yeah.  [00:20:46] Jesse Schwamb: Here's what I've found interesting, which just launched me into this like deep rabbit hole. There were three times for confession. Two of those times were just a half an hour, and the third time was an hour. So, uh, what I did was I went through, actually, I think what they had on there was, was three full hours a week. It was a little bit confusing, but I think it was three full hours. Now I think about it. So I went back, I just couldn't help myself, Tony. So I started to think, alright, let's say. I think it's fair to assume  [00:21:15] Tony Arsenal: math, Jesse is kicking in right now. Yes. You're gonna calculate how many minutes per, per person is what you're doing. I'm thinking, ah,  [00:21:22] Jesse Schwamb: yeah, it's something like that. So what I thought was, I don't think it's, uh, I was gonna be conservative. I wanna be fair. I wanna be fair. So, and now we should say like, I think most people realize that the Catholic understanding of confession and the Protestant one is, is very different. The Catholic sacrament of confession is the right through which Catholics are gonna confess their sins to a priest receive absolution, and it's gonna restore the relationship with God in the church. And, and they're gonna believe that the priest acts as a person of Christ and is bound by the seal of confession and an absolute kind of obligation. Uh, of course never to reveal what was disclosed during that process. So, by the way, the website that I went to, lovely instructions. I mean, I was like, wow. I was reading it to my wife who was, uh, not familiar with this at all, and she was like, they can make you do stuff. And I was like, well, yeah. I mean, obviously like there's, there's a portion of this where there's contrition or penant penance. It could be a prayer, it could be act of charity, like all kinds of stuff. So I went back and I thought. I don't think it's unreasonable that there's 350 persons that would say, let's say an average, uh, that would wanna take part of confession. Now, let's say that they did that at, at least monthly, just once a month. And, and I don't know how people's conviction is on that, but I'm gonna say conservatively once a month. Let's say that, and I don't think this is unreasonable, Tony, but you tell me. Let's say you're, you're trucking, you're moving through confession. Let's say it's five minutes a piece. So we're up to 1,750 minutes, uh, per month. That's the demand on the priest because I was, I was looking at this time and I was thinking something is strange here to me, so. That was the demand then, and I'll spare you the other math, which could be very long and un uninteresting. I'm coming up with, you'd need 2.24, two and a quarter priests, which of course you can't have a quarter priests or a quarter person for any reason. So you'd hire, you'd hire three priests, which satisfy the demand if, and the major assumptions here, that is like everybody can't show up at the same time. Obviously, I'm assuming that like everybody has their own time, they're spreading it out. So everybody gets the confession, but it's just five minutes. And I, I have no idea. I mean, if you're a Luther, that's certainly not sufficient time.  [00:23:20] Tony Arsenal: Yeah.  [00:23:20] Jesse Schwamb: And you would need three priests. Now here's the thing that I just kind of backed into that, besides like three being like, okay, that, that's, you would need three priests just to satisfy this congregation. If they're confessing for five minutes, once per month. Uh, by the way, if you said, well, half the congregation is going to go weekly, uh, then you, you would double the number of priests you need to 5.98 or six. But here's, here's the bottom line for me. This is why the denial comes in about maybe not enough, is. If you were just to distill that down to like, if you could have one priest cover that time, that there's a demand for like 779.4 hours, or excuse me, minutes of confession, that priest would only be allocating approximately like seven and a half percent of their working hours, their work toward handling confession. This seems like not enough confession given the standards of confession in the Catholic church. And again, I know that I'm, I'm now allocating that to one priest and I just told everybody you need three. That's true. So if you had these three now, if you hired three just to meet the demand, that would only be about like three and a half or a little under three and a half percent of their combined time. So the denial is Catholics, I think, unless I'm way off in some of my assumptions here, you might not be confessing enough by your own standards because  [00:24:33] Tony Arsenal: Yeah.  [00:24:34] Jesse Schwamb: Uh, that seems like not enough time.  [00:24:38] Tony Arsenal: Yeah. Yeah.  [00:24:39] Ritual Faithfulness Explained [00:24:39] Tony Arsenal: I mean, I think, um. I don't want to be too bombastic here, but I think,  [00:24:46] Jesse Schwamb: I think I already started this on this  [00:24:48] Tony Arsenal: path. Maybe this, maybe this isn't all that bombastic. Um, because this is so much about ritual and actually I say this is gonna sound really, we, we go, but trying to think from the Roman Catholic perspective, it's actually not, and I'll I'll tell you a brief story, uh, to explain it. Um, a lot of Roman Catholics are just going through the motions. [00:25:13] Jesse Schwamb: That's true.  [00:25:14] Tony Arsenal: But the point, the, the, the point of contention actually is that going through the motions is valuable for the Roman Catholic, right? So I, I knew this, uh, this young woman when I was in college who was a Roman Catholic, and we had many discussions about, about the differences between Protestantism and and Roman Catholicism. And what I came to understand is that going to mass for her. Itself was an act of faith. And so for the Roman Catholic, the concept of, of faith is different than the concept that Protestants operate under. So for the Roman Catholic who, um, goes to mass, even when they feel like they're, like, when they think they're just going through the motions, going through the motions is itself the act of faith. And that's because for most of Roman Catholics, most of Roman Catholicism, faith really equals faithfulness, right? So, so doing the act is the act of faithfulness. Doing the act is faith. Where for the Protestant, like faith is about belief and trust and knowledge. Like it's, it's an. Not entirely intellectual, but it's, it's an inward thing for the Roman Catholic faith is an out is primarily an outward thing. It's what you do, it's how you act. It's faith formed in love. It's faith formed in charity.  [00:26:36] Jesse Schwamb: Right.  [00:26:37] Tony Arsenal: So I think most Roman Catholics going to obligatory confession first. I think once a month is probably like, probably more frequent than most Roman Catholics go to mass or go to confession. Um, I thought I read a stat that it was like every six months is, is pretty average and I think that's what's required by the church maybe even once a year is, is required by the church. Um, I think like most Roman Catholics go into the, the confessional booth and like father forgive me for I've sinned. It's been such and such a number of days since my last confession. Right. And they may bring up a couple particular things that they've done and, and then I think the priest commonly absolves them of all of their sins. Like, almost like in an omnibus fashion and then prescribes their acts of penance, which is it, it like, honestly, it's probably things they should already be doing as a faithful Catholic saying Hail Marys and doing our fathers and acts of charity and things like that. So I think your math is probably right. [00:27:39] Protestant Repentance Particular [00:27:39] Tony Arsenal: I think your, your theory that more confession is probably like, I'm gonna read this from, uh, the Westminster confession, just to, just to say it here, is, this is chapter 15, which is titled of Repentance Under Life. And this is, uh, this is section five or paragraph five. It says, men ought not to content themselves with a general repentance, but is every man's duty to endeavor, to repent of his particular sins, particularly. And I think that's just such a beautifully phrased sentence like. Not only is it like potent theologically, but like, it just, it just feels good, like in terms of like the English language to repent of your particular sins, particularly. And like the idea is yes, Protestant reform, Christians affirm a general repentance from sin, right? We repent of our sin before the father, uh, as a result of our, of our coming to faith in Christ. And as part of our sanctification, we mortify our sin and we, Viv we are vivified by the spirit and repentance falls in that ongoing sanctification process. And there is this general repentance of like, I repent of the fact that I'm a sinner and that I commit sins, but there is this element in the reformed faith of like, I should be confessing to God. And I think by extension, like we should be confessing to our fellow Christians, our particular sins, our individual sins, and we should be doing that on particular occasion. And I think like. The Luther style confession of like going into the confessor and confessing like every particular sin. Particularly I think most Roman Catholic priests would, priests. Priests would probably have the same reaction Tobits did where he was like, get outta here. Like, come on dude. Like just go live your life and like deal with it. I think that's probably the reaction most Catholic priests would have. But yeah, I think you're right. Like if we're really talking about like. Five, five minutes of confession once a month and that somehow having some sort of spiritual efficacy. I'm not sure I buy that math. Like I think you're, you're probably spot on.  [00:29:47] Jesse Schwamb: Yeah.  [00:29:47] Confession Hours Oddities [00:29:47] Jesse Schwamb: I just was curious about how many priests would be required and then the allocation of the duties. By the way, you are right. So I, because I had to check on this, the, the fourth letter in council of 1215 does say that the church requires confession of any grave or mortal sins at least once a year. But the church, yeah, strongly encourages more frequent confession as a spiritual practice, even for, of course, like the venial or the less serious sins in their eyes. So yeah, my thought here was just that. I think it's actually undervalued by way of the math. Like the, as the kids say, the math just isn't math thing for me on this one. But I was more curious about, since this is one of the seven sacraments, even if you just said like, well, it should have at least one seven of the allocation. That's like, what? Like something like 14%. And so this is, um, almost half of that. I just found it a little bit, a little bit odd and yeah, I think you'd have to be, uh, so in other words, when I looked at the, basically, here's the bottom line. When I looked at the hours for confession one, there were weird times and uh, two, I was like, that doesn't seem like enough hours. Like, it was just more like that. Like how that's like saying like, Hey, the post office is open three hours a week, and by the way, one of those hours is from seven to eight o'clock on Friday. Like they had some hours. One hour just on Friday was like, I guess that's the way you wanna start your weekend is like, let's get all of this off my chest. Yeah. And, and do it. Right. And the last thing I'll say by the way, is you're correct. When you look at the instruction they give you, and this is common of course, toward the end, when they say like, here's how you like wrap up your part. Actually everybody should go read, go to the local, local Catholic church website and read the instructions. 'cause in some ways they're just interesting and kind of, um, I don't wanna say funny 'cause I'm not making fun. I'm just saying like, they have to give you instruction if you've never done it before. And so most of us are not really probably familiar with the process and they give you explicit instruction and toward the end it's like, here's how you kinda like hang up the call with the priest. And it's like you said, you know, these are my sins and all others, would you be willing to forgive? So you're right. Right. They just kinda wrap them all up because it's sins of omission, sense of commission, it's all to be together. But I, I wonder, you gotta think there's people in there that are like. The priests are like, okay, man, just yeah. Wrap, come on, wrap, wrap it up.  [00:31:55] Confession Timing Talk [00:31:55] Jesse Schwamb: And other people that come in are just like, you know, forgive me father. And uh, lastly to your point, when they give you instruction about how you should start, of course you're always to signify how long it's been since your last confession. Right. Confession. And they say parenthetically, like, reference the days, weeks, months, or years. So you're right. There are gonna be people that probably do it very frequently and probably people who do it infrequently still, I would say I just couldn't believe for a church this large, that there was just three hours a week.  [00:32:21] Tony Arsenal: Yeah.  [00:32:21] Jesse Schwamb: For everybody else.  [00:32:22] Tony Arsenal: Yeah.  [00:32:23] Vance and Papal Authority [00:32:23] Tony Arsenal: This leads me to two very brief sub, uh, denials slash affirmations. Uh, I don't know if you saw this, um, this is not a political statement, right? I, I have lots of feelings and thoughts about the current administration and I think most of my feelings and thoughts would surprise. Everybody. But I thought it was hilarious because JD Vance, who is a Roman Catholic, uh, confessed Roman Catholic part of the Roman Catholic Church, uh, he ha I, I'm not sure if I'm affirming or denying this, there was this funny, uh, funny exchange. I think he was at doing like a, doing like a TPU, I don't know, speech. He was doing a speech at some conservative event and he said something like, I think that the Pope should be more careful when he makes theological statements. I'm wanna be like, do you understand what the pope is in your religion? That was one of my sub denials. Uh, I don't remember what the other one is, so it must not have been that important. It'll come back to me at the worst possible moment and I will try very hard not to interrupt our show for it, but I probably will fail.  [00:33:25] Jesse Schwamb: Yeah.  [00:33:25] Reading Matthew 21 [00:33:25] Jesse Schwamb: Listen, we, we gotta get to some scripture because. We're, we're doing this old school style where we take like half the time and just talk about affirmations. It's true in house. It's true. Which is great fun. But let's, let's get back to Matthew 21. And I, I know we did this last time, but I am gonna rock through the passage 'cause of course, that's the best part of any of our discussion, is actually hearing from, from the Holy Spirit through the scripture, uh, which he's given to us. So this is, uh, Matthew 21, starting in verse 33. And you're gonna hear the, the whole thing right here. Uh, this is Jesus speaking. Listen to another parable. There was a landowner who planted a vineyard and put a wall around it and dug a wine press in it and built a tower and rented it out to vine growers and went on a journey. Now, when the high risk time approached, he sent his slaves to the vine growers to receive his fruit, and the vine growers took his slaves and beat one, killed another, and stoned a third. Again, he sent another group of slaves larger than the first, and they did the same thing to them. But afterward he sent his son to them saying they will respect my son. But when the vine growers saw the sun, they said among themselves, this is the heir. Come let us kill him and seize his inheritance, and they took him and threw him out of the vineyard and killed him. Therefore, when the owner of the vineyard comes, what will he do to those vine growers? They said to him, he will bring those wretches to a wretched end and will rent out the vineyard to other vine growers who will pay him the proceeds at the proper seasons. Jesus said to them, did you ever read in the scriptures the stone, which the builders rejected? This has become the chief cornerstone. This came about from the Lord, and it is marvelous in our eyes. Therefore, I say to you, the kingdom of God will be taken away from you and given to a nation producing the fruit of it. And he who falls in the stone will be broken to pieces, but on whomever it falls, it will scatter him like dust. And when the chief priests and the Pharisees heard his parables, they understood that he was speaking about them. And although they were seeking to seize him, they feared the crowds because they're regarding him to be a prophet. [00:35:28] Tony Arsenal: Yeah. Yeah.  [00:35:30] Pharisees Condemn Themselves [00:35:30] Tony Arsenal: This is like a super heavy parable. Right. And we talked a lot last week about how like the point of this parable is not necessarily to try to instruct the Pharisees or the Sadducees. Like it's not to instruct the people who were going to reject Christ, uh, the, the builders who would reject the cornerstone. It's really a parable to teach those. Who are observing this process happening. But I think it's, I, I think it's really interesting just listening to you read this and reading through it, and I guess this is a question I haven't asked and I, I need to study a little bit more. It's crazy to me in verse 41, um, Christ seems the, the, the, um, Matthew seems to say here, and maybe I need to do a little bit more Greek study, so bear with me and, and have grace if I'm wrong here. Matthew seems to say that like Christ asks the people he's speaking to, the Pharisees he's speaking to, what is he gonna do to these people? And the Pharisees answer, he's gonna put those wretches to a miserable death.  [00:36:36] Jesse Schwamb: Right?  [00:36:37] Tony Arsenal: Like the people listening to this parable understand the outcome, like they understand the. The consequence that the, the, the vineyard owner or the vineyard tenant tenants are facing based on their lack of faithfulness to the covenant. To me, that is like a really striking part of this parable. And, and it's not even like the parable proper, but like the striking element of the context of this is that nobody listening to this parable, including the Pharisees that this parable has basically spoken against, nobody fails to see the gravity of the consequence of rejecting God's emissary, like rejecting the Messiah. That to me is like a really, I dunno, paradigmatic. Portion of this that I think we need to grapple with. This is not an unclear, an unclear outcome. This is not, this is not masked or vague or OPA opaque. Like everybody understands, the people who reject the Messiah are going to face dire and eternal consequences for that act. [00:37:48] Jesse Schwamb: That does make this really interesting, doesn't it? Because it's not just entirely like Romans one adventures or even Romans two. It's that this is what Jesus does and he does it in a profound way that's not trickery like I think kinda like you're saying like the lead up to this isn't as if he's even leading the witness. He's making it very clear, all like the parameters of the story and the characters involved and what should be the proper judgment. And it's not as if like they start saying, they're like, oh, we shouldn't say anything more like we, we plead the fifth because it's gonna condemn ourselves. He draws his audience in to producing and pronouncing like their own sentence. It's very much like, I think I mentioned this last time, the prophet Nathan and David, isn't it? It's the exact same. Yeah. And the verdict is unanswerable, like even in its own terms. These other, like these other vine growers, prefigures of course like the inclusion of the Gentiles and the apostolic office. But I like that what Jesus does here, even before he gets to that point, is he extorts from them an acknowledgement of the punishment which awaited them. And so in this way there's like, I think the Puritans use this passage a lot actually to demonstrate that the natural conscience even of like the unregenerate, still bears witness to divine justice. That's Romans two. Like they, they can't get out from underneath it and Jesus isn't using any trickery on them to get them to say this thing. They are compelled in their own way, even being unregenerate to, like you said, even as they're rejecting the Messiah to recognize that punishment is due these characters in the story, even as they perceive at the end that they are those characters. [00:39:21] Tony Arsenal: Yeah.  [00:39:22] Jesse Schwamb: Saying we'll receive the judgment.  [00:39:24] Tony Arsenal: Yeah.  [00:39:25] Usurpers Not Misguided [00:39:25] Tony Arsenal: And I think too, like, um, this is kind of one of those chicken or the egg scenarios, right? Like Christ is both recognizing the intention of their heart as well as prophesying. And, and not just prophesying, but like inception level prophesying the, the outcome of the intention of their heart. And so like, again, like we've, we spent a whole week kind of like leading into the parable and now we spent a whole week, we're gonna spend a whole week again kind of leading into the parable. This is such a deep parable, and that like Christ is not just laying bare. The fact that the, the people who were going to reject him were doing so out of this sort of like attempt and intention of usurping the kingdom of God for their own purposes. I think that brings a layer to this that we don't often appreciate in. Christ's interaction with the Pharisees. I think sometimes, and maybe this is because I just listened to an episode of where Matt Whitman on the 10 minute Bible hour talked about this. I think sometimes we actually have a tendency to sort of be sympathetic to the Pharisees where we think, you know, they were, they were just trying to obey God's law and they got a little sideways on it and you know, they were putting these boundaries in place, but they were doing it in this sort of like misguided attempt to protect the people. Christ actually here seems to contradict that in that the comparison he's making is not to a, a well-intentioned group of people who just get it wrong, but he's painting the Pharisees, the, the religious leaders, the Sadducees, the chief priests. He's painting them as these usurpers who recognize the proper authority of right. The master and his emissaries and ultimately of his son, they recognize this proper authority and rather than submitting to it and submitting to the covenant obligations that they, they already actually agreed to, instead of doing that, they're going to reject that authority and try to take it for their own right. It's not just that they do the wrong thing, it's that they recognize the heir, which is Christ. They recognize this heir and they kill him to try to take his place. That is a really heavy element of this parable. Christ is not painting. Um, the, the, the Pharisees here, the, the religious leaders. He's not painting them as um, well-intentioned, but ultimately wrong, which is I think a lot of times, and I think there's reason to do this right. I'm not being overly critical and I've done this, I've actually done this myself, and I think there's some. Space for it. Like the Pharisees were wrong, but they were wrong, kind of in the right direction sometimes. Um, Christ is not really on board with that, at least in this parable. Right. This isn't about them thinking that the heir was a threat, and so killing the threat in, you know, inadvertently this is them absolutely seeing who the hair, who the heir is, and intentionally deciding to reject that heir and to murder him and to try to take his inheritance. Mm-hmm. That's an affront to not only the heir who they murder, but an affront to the owner of the vineyard himself, which of course in this parable is figured to be God the father primarily. But God in sort of general terms, like the whole Godhead, um, with Christ as the second Adam has, as his representative, as his heir. This is a really heavy parable and I think where this comes into play for us in our own Christian life is. Are there times where we. Sort of do the same thing in refusing to, maybe it's tie into your denial a little bit. Like refusing to acknowledge our own sinfulness, refusing to acknowledge the ways that God has provided for us. Um, do we at times look at what we have and lay claim to it as though it is our own inheritance that we've taken? Um, right. Do we kind of crucify the son of God anew in, in refusing to repent of our sins particularly? I dunno. I think those are some open questions for us to kind of explore as we dig into this a bit more. [00:43:54] Jesse Schwamb: And that may relate as well to, well eventually at some point, I dunno, like 2040, get to like the parable of the talents. There's some similarity there with a little bit, right? You're saying? I think you're right.  [00:44:06] God Does All the Verbs [00:44:06] Jesse Schwamb: And where I think we can anchor some of that is in those first couple of verses. I'm really always impressed by really the number of action verbs that are packed within, like that just initial statement of Jesus explaining the situation. [00:44:19] Tony Arsenal: Yeah.  [00:44:19] Jesse Schwamb: So he sets it all up and he's saying there's a planting that goes on, this landowner puts up a wall, digs a wine press. Builds a tower and then RINs it. So there's all these like amazing things being done, all this action verb. And I, I think in part why he comes against the Pharisees so hard in the same way that we're looking at like the parable that, uh, the, uh, talents for instance of saying like, what did you do with that was entrusted to you was like this great treasure which Christ has entrusted or God has entrusted to his people, which is, is the gospel essentially is, is all a prophetic witness, is like the truth of who God is and his revelation of himself. And so I think. The first thing we gotta see in those verbs is that there's this emphasis that the vineyard was God's sovereign creation. You know, he plants it, he chose it, he established it. Israel didn't plant herself. She was planted. And that sovereign initiative is foundational, I think in, like you're saying, the parables indictment, because these vine growers, they don't possess anything that they did not receive. Right. You know, they did not find a vineyard already planted, but God himself made it from the wilderness that all his glory, all the glory might be his. So. I think it's helpful for us to observe that the church is always the planting of the Lord and that no congregation flourishes that is not first planted by God. And so there is a major offense here when those who are to care for it, who know, like you're saying, that they ought to care for it, who understand something about the hierarchy and the way it has been entrusted to them. Not to only break that covenant, but then seek to try to usurp the power in the roles of those whom they should be, quite frankly, in our own language, like under shepherds too. And so it starts with all, all those verbs. Like I think we could probably spend a. A lot of times just speaking about what does it mean? Why? Why is there all this explicit in particular language about the fact that there's a hedge and there's a press besides just these are part in piece mail or part and parcel of what it means to have a vineyard, apparently, but that they're all part of this narrative of God talking about how he protects and cares for his people and sets them in a place and chooses them and is particular about the construction and does so with great volition and authority and care and concern and creative ability. And then again, you have those who are meant there to do the very job that he's entrusted them with. And not only are they not doing that, and of course you're right. Jesus elsewhere, comes in, comes in hot, right, with a Pharisees saying like, listen, you set burdens on people's backs that you yourselves cannot lift. You're twice as in the hell as anybody else, and that's who you are. Yeah. It's not just hypocrisy, but you're literally setting people up to fail in this. So you can see how you're right. It's not just like, guys, I appreciate that. Like you wanted to set up some additional boundaries and maybe you took it a little bit too far. This parable is just scorched earth. It's, it's nuclear. Yeah.  [00:47:10] Tony Arsenal: Yeah.  [00:47:11] Scandalous Vineyard Setup [00:47:11] Tony Arsenal: And you know, I think, um, we are obviously gonna spend another week on this 'cause we still have not really addressed a single verse in this parable. I, I think like a lot of ink has been spilled on explaining sort of like the feal agricultural arrangements of this passage. What it represents. M my understanding is. A typical arrangement would be that a, a landowner would basically just lease out land and the tenants would be responsible for the planting, for the development. Right. And the, the, the landowner would essentially just collect a portion of whatever they produce. Right. This parable is actually taking this a step further. Exactly. That it's not as though the landowner just says like, all right, you can use this land. Right. And I own the land, so I get a portion of the pro, the profit. He's actually done all the work. Yes. And all that. The, all that the, the tenants need to do essentially is reap the harvest and then provide the portion of the harvest that belongs to the landowner, and so there is a greater investment. Of the landowner into this land than would be expected. We've commented in the past about how a lot of times the, the parables start on sort of a premise of shock. Like there's a, there's an element of the setup of the, of the parable where the audience would kind of like sit back and gasp or kind of be like, wait a second. Like that's not normal. Right. In the parable of the, the, um, lost son, it was the idea that like the son demanded his inheritance. And that wasn't the shocking part. The shocking part was that the father just granted it. Right. Or, um, the lost sheep, like the, there's actually a sort of a shocking element to the fact that like the, the land, the like sheep owner would just go get this other sheep. So we've, we've commented on there's kind of like. There's sort of like a scandalous setup. The scandalous setup in this is not that the land has been leased to tenants, right? It's that the land has been prepared for the tenants before it was leased out in the first place. And I think that's something we might miss if we read over this too quickly, is. The landowner has prepared everything for these, these tenants.  [00:49:30] Jesse Schwamb: That's right.  [00:49:31] Tony Arsenal: So the, the, at the, the punchline of the parable where they refuse to acknowledge the sovereignty of, um, sovereignty and maybe a lowercase s in the, in the context of the parable, they refuse to acknowledge the sovereignty and the rightful claim of the tenant or of the landowner on the, the profit of the land. And sort of like highlighter emphasized by the fact that they actually didn't do any of the work. There's a certain kind of like Amer, like American rugged individualism where we're kind of like, yeah, like if I planted all the crops, then it's kind of lame that this guy's coming in expecting to take a portion of it, right? Like, yeah, I guess he owns the land, so maybe he gets a little piece of it, but like, who does he think he is? All of that already is already short circuited. Like I. The, these tenants are not actually, um, portrayed as doing anything in this parable. That's right. Like they just lease the land. They, they, um, and leased is not really like the right. The right word, the, the Greek word is omi, which is like he gave over the land to them. Um, when we say leased, we have this idea that like the tenants pay to use the land and then like part of their contract is that whatever profits they reap, uh, off the land goes back to the, to the landowner. This is really more like the landowner graciously allowed them to live on this land, and the only payment he required was that they would eventually provide him part of the profit back. Like he's planted the land, he's put up the fence around it. He dug the wine press so that they could make a product out of it. He built the tower so it would be defended. Yes. And he gave it over to them essentially just to like live on until it was time for the harvest. And all he is asking for is basically like, alright, so this is my land. I've planted the vineyards, the profit is mine to have. And so when the time came for him to come claim that that's where they have now rejected him. Yes. That's where they've now said like, I know you did all the work and really graciously allowed us to live in this land, but we're gonna keep all of it for ourselves. That's the scandal of this. That's what I think like the original audience would've set up and like, wait a second here. Like, hold on. They didn't even plant the vineyards themselves. They didn't even build the tower themselves. That's really the force of this that I think we miss when we, when we overemphasize, trying to think through like what the original agricultural arrangements were. 'cause this is painted. Very different than what the original arrangements would've been typical for. Like this is a different scenario and I think intentionally so,  [00:52:09] Jesse Schwamb: and we need those words like rented, at least in English, to help us understand that it didn't belong to them. It wasn't a gift, right? It wasn't as if like it was just turned over in the sense that it belongs to you now do with it what you will. And it's very clear in the passage one, like you said, that the landowner does all those things. So it was a, you know, he completely set it up. I mean, this is just such a beautiful, I think, depiction of the hold of prophetic, you know, understanding of God's word here, but it's very clear that says the, he sent his slaves to the vine growers to receive his fruit. So you're right. The scandal is that they're like, well, obviously. They need to give him his fruits, like  [00:52:48] Tony Arsenal: right.  [00:52:48] Jesse Schwamb: It was all set up before he left on this long journey. He then turned it over to them to care for, and that was really all that they were supposed to do. They had no role in this. And so it does like lead us in into this weird space where it's like, well, well what, what did the Pharisees think they were trying to do themselves? What does actually Jesus commenting on, on their own, like licit on their own initiative here, is he basically saying that not only are they not respecting his sovereignty, but they were trying to claim for themselves what only rightly belongs to God that even their position right. Society in culture as their representatives, God himself, they wanted to take that over for themselves, which he does bring that condemnation upon them in other parts of the scripture. So again, this is really hot. I think it's a, it's both heat and light, but there's no doubt that there's fire to this, right? Because it's a direct indictment that God the father set all of this up. You yourselves are on rented property, but guess what? Even the property that you've rented, I'm not exacting a tax from you as if like you have put forward and grown or supplied or created some kind of profitable outcome here. And I just want a piece of that. He's not even talking about tithing in that sense. What he's basically saying is, none of this belongs to you. Like how? Right? How dare you? None of this is yours. I set all of this up and in fact, because you've done so poor poorly at this, I'm gonna take it away from you and give it to those who actually produce fruit and guess what's gonna be the Gentiles? So it's, there's a wild. Amounts of condemnation packed into a very small story.  [00:54:19] Tony Arsenal: Yeah. Yeah. It really is.  [00:54:22] Tenants Add Nothing [00:54:22] Tony Arsenal: Um, there is nothing expected of these tenants. Right. There's no contract, like there's no terms, they, they really add nothing to the, the landowner's land, except I guess maybe they're the ones harvesting these, this fruit. Right. But even that's not explicit in the parable.  [00:54:43] Jesse Schwamb: Exactly.  [00:54:43] Tony Arsenal: Right. Right. He, he does all just to steal your thunder, like he does all the verbs. Yes. All of the ves are done by the landowner.  [00:54:50] Jesse Schwamb: Yes. Right  [00:54:51] Tony Arsenal: on. There is an implication that the, the tenants are somehow like the ones harvesting this, or they're the ones producing the wine, I guess, in the wine vat or the wine press. But at the end of the day. A normal tenant landowner agreement would be, I'm, you're, first of all, you're probably gonna pay me to use this land, right? You're paying me to use this land, and the way you pay me is you're gonna plant the, the gr the crop. You're gonna harvest it. You're gonna make the produce, and all I'm gonna do is let you live on this land. I'm gonna take the pro, like the profit, you're gonna pay me outta that profit. There is nothing asked or expected of these, th

This week Jason Howell and Jeff Jarvis unpack a surprising policy reversal from the White House, which is now weighing a plan to vet frontier AI models before release after revoking Biden's safety order on day one. They also dig into the Musk versus OpenAI trial testimony, where $80 billion Mars requests and near-physical confrontations made it feel more like a soap opera than a courtroom.Also in this episode: OpenAI traced a goblin obsession back to a rogue reward signal, Yann LeCun told students to ignore AI doom narratives, Gary Marcus called out Richard Dawkins for declaring Claude is conscious, a researcher invented a fake disease that every AI treated as real, and in the speed round, Nvidia's China market share hit zero, Anthropic launched a $1.5 billion enterprise joint venture, Google split its TPU into two chips, and China made it illegal to fire workers over AI. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS:  0:00 - Start 0:04:00 - White House Considers Vetting A.I. Models Before They Are Released Behind the White House's Potential Rethink on A.I. 0:13:51 - Canadian fiddler sues Google after AI Overview wrongly claimed he was a sex offender What Was Discussed at Google's White House Meeting About A.I. 0:22:32 - Top AI companies agree to work with Pentagon on secret data 0:24:09 - OpenAI's president does ‘all the things,' except answer a question 0:31:32 - Where the goblins came from (OpenAI) 0:36:29 - Video explaining JEPA with LeCun 0:42:50 - AI godfather Yann LeCun's blunt advice for the AI age 0:44:47 - Will A.I. Make College Obsolete? 0:48:51 - Marcus: Richard Dawkins and The Claude Delusion 0:55:29 - Scientists invented a fake disease. AI told people it was real 1:02:37 - Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' 1:04:40 - Anthropic Unveils AI Agents to Field Financial Services Tasks 1:06:12 - New: Higher usage limits for Claude and a compute deal with SpaceX 1:08:33 - Google's eighth generation TPUs: two chips for the agentic era 1:10:25 - China makes it illegal to fire humans if AI takes their jobs Hosts: Jason Howell and Jeff Jarvis  Download and subscribe to AI Inside in audio and video: https://aiinside.show/  Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Did a very different format with Reiner Pope - a blackboard lecture where he walks through how frontier LLMs are trained and served.It's shocking how much you can deduce about what the labs are doing from a handful of equations, public API prices, and some chalk.It's a bit technical, but I encourage you to hang in there – it's really worth it.There are less than a handful of people who understand the full stack of AI, from chip design to model architecture, as well as Reiner. It was a real delight to learn from him.Recommend watching this one on YouTube so you can see the chalkboard.Reiner is CEO of MatX, a new chip startup (full disclosure - I'm an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture.Download markdown of transcript here to chat with an LLM.Wrote up some flashcards and practice problems to help myself retain what Reiner taught. Hope it's helpful to you too!Sponsors* Jane Street needs constant access to incredibly low-latency compute. I recently asked one of their engineers, Clark, to talk me through how they meet these demands. Our conversation—which touched on everything from FPGAs to liquid cooling—was extremely helpful as I prepped to interview Reiner. You can watch the full discussion and explore Jane Street's open roles at janestreet.com/dwarkesh* Google's Gemma 4 is the first open model that's let me shut off the internet and create a fully disconnected “focus machine”. This is because Gemma is small enough to run on my laptop, but powerful enough to actually be useful. So, to prep for this interview, I downloaded Reiner's scaling book, disconnected from wifi, and used Gemma to help me break down the material. Check it out at goo.gle/Gemma4* Cursor helped me turn some notes I took on how gradients flow during large-scale pretraining into a great animation. At first, I wasn't sure the best way to visualize the concept, but Cursor's Composer 2 Fast model let me iterate on different ideas almost instantaneously. You can check out the animation in my recent blog post. And if you have something to visualize yourself, go to cursor.com/dwarkeshTimestamps(00:00:00) – How batch size affects token cost and speed(00:32:09) – How MoE models are laid out across GPU racks(00:47:12) – How pipeline parallelism spreads model layers across racks(01:03:37) – Why Ilya said, “As we now know, pipelining is not wise.”(01:18:59) – Because of RL, models may be 100x over-trained beyond Chinchilla-optimal(01:33:02) – Deducing long context memory costs from API pricing(02:04:02) – Convergent evolution between neural nets and cryptography Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Dan Nathan interviews Michael Nathanson, co-founder of MoffettNathanson, on the RiskReversal Podcast about his 28-year analyst career and pivot from linear media to digital advertising and Big Tech. Nathanson explains why Google and Meta became a hedge against cord-cutting-driven declines in cable networks, noting their strong growth, performance-ad monetization advantages, and durable distribution. He reflects on mistakes (notably underestimating Netflix) and lessons about backing secular winners while monitoring capital formation and competitive narrative shifts. The discussion focuses on AI's impact: Nathanson defends Alphabet's willingness to innovate, infrastructure advantages, first-party data, and TPU strategy, while questioning Meta's heavy AI and metaverse spending without a clear long-term plan or returns framework. He also describes MoffettNathanson's industry-first, supply-demand research process and independence from investment banking conflicts. After the break, Dan hosts Adam Singolda, CEO and founder of Taboola, on the Risk Reversal Podcast to discuss Taboola's role in the open web advertising market outside Google and Meta. Singolda explains Taboola's performance ad platform serves thousands of advertisers and pays partners about $1.5B annually, helping publishers, apps, and OEMs monetize and drive engagement. They discuss publisher pressure from LLM-driven “Google Zero” traffic declines, and Taboola's “Deeper Dive” answer engine that sits on publisher pages to enable conversational engagement; Taboola data shows users who ask questions generate 3+ times more revenue and 2–3 times more engagement than traditional ads. Singolda also announces a Claude skill that lets users launch and optimize Taboola campaigns agent-to-agent based on performance goals, argues OpenAI will struggle to build an ad business while Google's Gemini will likely succeed, and outlines how companies must adopt AI aggressively to accelerate growth and profitability. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google's strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel's surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company's existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle. 

AI više nije samo pitanje tko ima najbolji model – nego tko kontrolira cijeli sustav iza njega. Dok Anthropic lansira najjači javno dostupni model Claude Opus 4.7, istovremeno skriva još moćnije verzije iza zatvorenih vrata. U ovoj epizodi analiziramo zašto se AI namjerno ograničava, kako investicije eksplodiraju i zašto se prava bitka seli na infrastrukturu._______________0:00 Uvod0:47 Claude pustio svoj najmoćniji model4:30 Google je predstavio nove AI čipove s kojima napada Nvidiju6:30 TPU business i DeepMind zajedno mogli vrijediti oko 900 milijardi dolara7:30 Globalno je uloženo 300 milijardi dolara u tech - 80% iznos uloženo je u AI10:30 Big Tech će potrošiti 665 milijardi dolara na izgradnju infrastruktureTOP I FLOP16:30 Deepseek traži investiciju17:30 Meta će pratiti aktivnosti svojih zaposlenika na računalu19:00 Apple dobiva novo vodstvo20:45 Znanost je toliko napredovala da smo dobili... svjetleće biljke_______________

In this episode, Ray Cochrane unpacks Anthropic’s Mythos model and the Treasury’s emergency meetings with Wall Street, then digs into Apple’s vibe-coding crackdown and a gaming-anxiety study that hit way too close to home. Also covered: Verge’s solid-state motorcycle, UBTech humanoid robot sales jumping 23-fold, Japan’s first osmotic power plant, Finland’s permanent nuclear waste vault, Ghostty landing in Ubuntu, Cloudflare’s EmDash CMS, and a Claude Code skill that talks like a caveman. – Want to start a podcast? It’s easy to get started! Sign up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens the show by framing Anthropic’s new Mythos model as the AlphaGo moment for cybersecurity. From there, the episode moves through Apple’s pushback against AI-generated apps, a gaming anxiety study with a deeply personal hook, a series of “first to ship” energy and robotics wins out of Finland, China, and Japan, and several developer-tool stories that show how quickly the economics of software are shifting. Mythos, the Detection Ceiling, and Wall Street’s Emergency Response Anthropic’s Mythos model has Wall Street rattled. Operating autonomously, Mythos found and demonstrated the exploitation of a 27-year-old TCP SACK bug in OpenBSD, an operating system famous for being one of the most security-focused on the planet. Per Anthropic’s red team, over 99% of the vulnerabilities Mythos has identified remain unpatched. The researchers’ conclusion is blunt: “the moat in AI cybersecurity is the system, not the model.” The policy response moved fast. On April 7th, Treasury Secretary Bessent and Fed Chair Jerome Powell pulled the CEOs of Goldman Sachs, Citi, Bank of America, and Morgan Stanley into Treasury headquarters on short notice. All four banks are now testing Mythos internally. Treasury CIO Sam Corcos is also seeking direct access. Anthropic is gating distribution through Project Glasswing, a limited-access program with JPMorgan, Apple, Google, Microsoft, and Nvidia. Cochrane comes down firmly behind Anthropic’s gated approach. Because a 5.1-billion-parameter open model can apparently recover the core analysis chain for the OpenBSD flaw, this capability is not locked behind Frontier Compute. He wants the critical infrastructure hardened before the public gets keys. However, he also notes the bigger lesson is about human wisdom: people offloading all their thinking to AI lose out on the wisdom that makes any of these tools genuinely useful. Apple Bans Vibe Coding Apps from the App Store Apple has been quietly pushing back against what people are calling “vibe coding” apps. Replit, Vibecode, and an app called Anything all run AI models on the phone and produce working software that runs inside the host app. Apple cites Guideline 2.5.2, in effect since 2017, which requires apps to be self-contained. Replit and Vibecode had their App Store updates blocked. Anything was pulled in late March, briefly restored on April 3rd, and then pulled the same day again. The forcing function is volume. App Store submissions jumped 84% in a single quarter as vibe coding tools flooded Apple’s review queue with AI-generated apps. Cochrane thinks Apple is justified, given the security issues swirling around the Vibe coding ecosystem. Even a beautiful diamond gets lost in a sea of sand, and that flood is exactly what Apple is trying to manage. The company behind Anything is now pivoting to iMessage, desktop, and Android. Playing Video Games to Win Is Linked to Higher Anxiety Cochrane gets personal on this one. Through high school and his early 20s, he was deeply addicted to League of Legends. His dad teased him about it constantly. In the last few years of that addiction, his body would go ice cold and shake every ranked match before. His partner identified it as a panic attack. The moment that happened, he quit. Today, he no longer shakes. The new study lines up with his experience. Researchers Kayleigh Watters and Mikael Rubin at Palo Alto University analyzed a publicly available database of 13,464 adult gamers, most of whom primarily played League of Legends. Players who game to win show higher generalized anxiety but actually play fewer hours, since performance pressure pushes them out. Players who game to relax show strong links between social anxiety avoidance and more hours played. The study appeared in the Journal of Affective Disorders. The headline framing of “playing to win makes you anxious” misses the point. The real finding is more interesting: gaming for avoidance and gaming for competition are both warning signs, for different reasons. Cochrane notes that the League of Legends community’s toxicity has been a running joke for years, and this study suggests the game’s structure may have been manufacturing the anxiety that fueled it. Sponsor: GoDaddy Economy hosting is $6.99/month, WordPress hosting is $12.99/month, and domains are $11.99. Both hosting plans include a free domain, professional email, and SSL certificate. Go to geeknewscentral.com/godaddy for the best pricing and to directly support this independent show. Verge Motorcycle: World’s First Production All-Solid-State Battery Cochrane filled his tank for $60 today, which made this story land especially hard. His mom has driven electric for years and patiently manages a 90-mile real-world range. The next-generation answer is already shipping. Verge Motorcycles, a Finnish company, is the first production vehicle of any kind with an all-solid-state battery. Their 2026 bikes ship in Q1 with a pack from Donut Lab, another Finnish outfit spun out of Verge. The numbers are bonkers. The pack delivers an energy density of 400 Wh/kg, roughly double that of current Tesla cells. It sustains 100kW charging, hits full charge in about 5 minutes in the lab and 12 minutes on the actual bike, and the long-range version covers 600 kilometers (about 370 miles) per charge. Toyota, QuantumScape, and Samsung SDI have all been telling us that solid-state is coming in 2027 to 2030. A Finnish motorcycle company shipping in Q1 2026 just embarrassed them all. UBTech Humanoid Robot Sales Jump 23-Fold UBTech dropped its 2025 annual earnings on April 1st. Humanoid robot revenue hit 820 million yuan, roughly $119 million USD, up 2,203% from 35.6 million yuan the year before. Unit sales went from 3 robots in 2024 to 1,079 in 2025. Shares jumped 14% on the announcement. The customer list is a real industrial deployment: BYD, Foxconn, Geely, FAW-Volkswagen, and Audi. The flagship is the Walker S2, with UBTech targeting 5,000 units in 2026 and 10,000 in 2027. Cochrane is honest about what this means. He does not think we are heading for an extinction event, but worker displacement is a real concern. The US has no universal income or universal healthcare. The people affected are not white-collar managers. They are everyday line workers who already make the least on the ladder. Work efficiency reportedly doubles when these robots arrive, which is a company-side win, but the humans they replace are not getting half a year of gardening leave to retrain. He invites the listener to take on this one directly. Japan Switches On Asia’s First Osmotic Power Plant In August 2025, Fukuoka’s Seawater Desalination Center quietly opened Asia’s first osmotic power facility. It generates about 880,000 kilowatt-hours per year, enough for roughly 220 homes. It is only the second operational osmotic plant in the world, after Mariager, Denmark, in 2023. Osmotic generation uses a salinity gradient: fresh water on one side of a membrane, salt water on the other, and the pressure difference spins a turbine. The clever part is what Fukuoka does with desalination brine. Instead of regular seawater, the plant uses concentrated brine left over from the desalination process. This amplifies the salt gradient and squeezes more energy out of the same membrane. The result is a closed-loop partnership: the desalination facility produces drinking water and leaves brine behind, the osmotic plant turns the brine into electricity, and that electricity runs the desalination facility. Every desalination plant on Earth produces brine, so if Fukuoka’s co-located model works, the same pattern could be replicated across hundreds of plants worldwide. Japan’s Luna Ring Solar Moon Proposal Goes Viral Again Shimizu Corporation’s Luna Ring concept is making the rounds again. The pitch: a 6,800-mile belt of solar panels around the Moon’s equator, beaming microwave power back to Earth. Project lead Tetsuji Yoshida has long argued that a full ring could eliminate fossil fuel dependence entirely. The proposal first surfaced in 2013, has no funding, no government endorsement, and no concrete cost estimate. Shimizu has not put any active development behind it. Cochrane finds the concept fun every time it resurfaces. However, this would have to be a worldwide effort in the truest sense, with treaties, a new generation of launch economics, and microwave power transmission at a scale nobody has demonstrated. Beaming the power back to Earth has always been one of the biggest practical holdbacks. The Luna Ring is inspirational, but not shipping. Finland’s Onkalo Nuclear Waste Vault Opens Finland’s Onkalo facility is the world’s first permanent deep geologic repository for spent nuclear fuel. Operated by Posiva, the facility is buried about 430 meters down in 1.9-billion-year-old bedrock. It is designed to hold up to 6,500 tons of spent fuel and operate until the 2120s. The construction costs about €1 billion, with operating and closure adding roughly €4 billion more before the program is done. The catch is that radioactivity remains dangerous for hundreds of thousands of years. Edwin Lyman, director of nuclear power safety at the Union of Concerned Scientists, warned that the copper canisters will eventually corrode, with different scientific opinions on how fast. Geologic disposal remains “fraught with uncertainties,” and we have never validated an engineered system across a 100,000-year time frame. The bet is that the rock and copper outlast the radioactivity. Cochrane sees Onkalo as time-buying rather than a final answer. It is more of a bank holding spent fuel while science catches up. He prefers it to Japan’s ongoing approach of releasing tritium-treated water from Fukushima Daiichi into the Pacific, even though the dilution is well below WHO drinking water guidelines. Burying the waste in an insurmountable containment strikes him as the more honest answer to a problem nobody knows how to truly solve. Ghostty Terminal Lands in the Ubuntu Repos Ghostty 1.3.0 is now available in Ubuntu 26.04 LTS’s universe repository. The install is simply `sudo apt install ghostty`, no PPAs, no Snap, no Nix, no building from source. Ghostty was created by Mitchell Hashimoto, co-founder of HashiCorp. It is GPU-accelerated, uses native Swift on macOS and native GTK4 with libadwaita on Linux, and supports tabs, splits, profiles, ligatures, and the Kitty graphics protocol. Cochrane recently caught Hashimoto on a podcast, where he walked through his agentic coding workflow. Ghostty is being actively built using AI harnesses like Claude Code and Codex. Hashimoto told a story in which Codex fixed a six-month-old bug in 45 minutes, for a total API cost of $4.14. Personally, Cochrane uses WezTerm, but he is excited to see Ghostty become more widely available with a native UI rather than Electron. Borgo: Rethinking Go Using Rust Analytics India Magazine profiled Borgo, a programming language by developer Marco Sampellegrini (GitHub: alpacaaa). Borgo is statically typed with Rust-like syntax, but it compiles to Go and uses the Go runtime and garbage collector. It includes sum types (Option and Result), pattern matching, and full compatibility with existing Go packages. Notably, it removes Rust’s borrow checker and lifetimes entirely. Borgo is not new. It first appeared on Hacker News in 2023, with a RustLab talk in 2024. The 2026 angle is a renewed look at it through the lens of AI coding agents, since type-rich languages like Rust have been showing outsized productivity gains. Cochrane is a fan of Rust and stands by the borrow checker, but he enjoys these exploratory languages for what they reveal about what developers actually want. Caveman: A Claude Code Skill That Cuts 65% of Tokens Developer Julius Brussee built a Claude Code skill called Caveman that forces Claude to respond in stripped-down fragments. No articles, no “just,” no “really,” no pleasantries, no hedging. The tagline is “why use many token when few token do trick.” Across 10 real dev tasks, Caveman mode averaged 294 tokens per response, compared to 1,214 in normal mode. That is a 65% drop in output tokens. The project is MIT licensed with three intensity levels: lite, full, and ultra. Cochrane stumbled across the project online and shared it with a classmate who had been complaining about token costs. The classmate now insists that “the caveman is the only way to live.” Cochrane has not made the switch, but the bigger point lands. If a community plugin can cut 65% of tokens without correctness regressions, the labs are shipping verbose-by-default and charging users for the privilege. He suspects verbose output makes models feel more trustworthy, even when the token math says otherwise. Cloudflare Launches EmDash as a WordPress Successor Cloudflare released EmDash on April 9th, an open-source, MIT-licensed, TypeScript-based CMS pitched as the spiritual successor to WordPress. The big flex is that it was built in 60 days using AI coding agents. EmDash runs on Astro 6.0, either on Cloudflare’s edge platform or on a standard Node.js server. The plugin security model uses sandboxed Dynamic Workers with explicit permissions, addressing the architecture flaw that Cloudflare says causes 96% of WordPress vulnerabilities. Cochrane could not resist pointing out the irony of the name. The em dash has become the trademark giveaway that an AI was involved in writing. He has reservations about whether EmDash will succeed. WordPress is extremely hard to unseat, plenty of “WordPress killers” have come and gone, and the ecosystem is twenty-plus years deep. He is curious to see what comes next but not optimistic. Google Open-Sources the DESIGN.md Format Google Labs open-sourced the DESIGN.md format used by Stitch, their AI UI design tool. DESIGN.md is a declarative file capturing a project’s design system, colors, typography, and spacing in a way AI agents can read and apply. Cochrane has tried Stitch personally and finds it impressive at producing web designs. He has also seen DESIGN.md-style files already start appearing in repositories. He sees this kind of file becoming a new paradigm for agentic design, alongside robots.txt and llms.txt. However, he worries about a side effect. If everyone uses the same standardized format and the same AI tools, the web could become a homogeneous set of sites that all look the same. He is enthusiastic about the standardization but hopes designers continue to push for genuinely unique work. A 13-Liter PC With a Water Loop Built Into the Case Geeky Gadgets covered a build by “Visual Thinker”, a 13-liter mini-ITX case with custom SLA-printed water distribution plates built directly into the chassis. Instead of traditional soft tubing, plates channel coolant between the CPU and GPU blocks and are sealed with TPU and silicone molds. The case supports a full-size GPU and an SFX power supply. No thermal benchmarks, parts list, or pricing have been published. It is a one-off you cannot buy. Cochrane sees this as a sign of where PC building has gone in 2026. Modern mid-grade GPUs run nearly every recent game, so raw performance is no longer the differentiator. He likes seeing builders lean into design and craft rather than just stuffing the most powerful parts into a box. He admits he is the traditional type and built his own machine to maximize parts, but the design-first direction is a healthy evolution for the hobby. To close out the show, Cochrane recommends Pocket Casts as a podcast app. He finds it picks up new episodes very quickly. Big thanks to GoDaddy for over twenty years of keeping this show on the air, and a reminder that every promo code use is like writing a check to the show. The post Mythos: Cybersecurity’s AlphaGo Moment #1862 appeared first on Geek News Central.

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet  https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? 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Résumé : Dans cette édition hebdomadaire de fin avril 2026, nous analysons l'accélération fulgurante de la "Course aux Armements Agentiques" et son lourd tribut sur le travail humain. Nous décortiquons les flux massifs de capitaux : l'investissement de 40 milliards de dollars de Google dans Anthropic, l'ajout de 25 milliards par Amazon, et l'option à 60 milliards de SpaceX pour acquérir Cursor. Nous mettons en contraste cette concentration de richesse avec le coût humain, en examinant la décision de Meta de licencier 8 000 employés pour financer 135 milliards de dollars d'infrastructures IA, ainsi que le plan de départ de 7 % des effectifs de Microsoft. Nous plongeons également dans l'effondrement de la sécurité opérationnelle avec la fuite du modèle Mythos d'Anthropic, le lancement de GPT-5.5, et la décision de Google de scinder son architecture TPU.Commanditaire Exclusif : DjamgaMind. L'Intelligence de Haute Fidélité pour la direction. Visitez DjamgaMind.com.Écoutez Sans Publicité : Abonnez-vous à DjamgaMind sur Apple Podcasts: https://podcasts.apple.com/us/podcast/djamgamind-intelligence-l%C3%A9dition-francophone/id1895413295

This week, Salesforce, OpenAI, Microsoft, and Google all made major moves toward "headless" software — platforms designed for agents rather than human users. The episode explores what this shift means for business models, the future of SaaS pricing, and who captures the value when agents become the primary consumers of enterprise tools. In the headlines: OpenAI triples its compute targets to 30 gigawatts, Google unveils separate TPU chips for training and inference, and Mistral may be joining forces with xAI.AI Practitioner's Credential Survey - ⁠⁠⁠https://tally.so/r/vGOLr4⁠⁠⁠Brought to you by:KPMG – Agentic AI is powering a potential $3 trillion productivity shift, and KPMG's new paper, Agentic AI Untangled, gives leaders a clear framework to decide whether to build, buy, or borrow—download it at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/Navigate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Granola - The AI notepad for people in back-to-back meetings. 100% off your first 3 months with code AIDAILY at ⁠⁠⁠⁠⁠⁠⁠http://granola.ai/aidaily⁠⁠⁠⁠⁠⁠⁠Mercury - Modern banking for business and now personal accounts. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mercury.com/personal-banking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zenflow Work - Agents for knowledge work - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zenflow.free/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Drata - The agentic trust management platform - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://drata.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.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

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Images 2.0, and Mythos got accessed by unauthorized users. SpaceX says it's working with Cursor to build "the world's most useful models" and it has the right to acquire Cursor for $60B or pay $10B for the partnership (NYT) Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the TPU 8i for inference, with general availability scheduled for later in 2026 (Bloomberg) OpenAI releases ChatGPT Images 2.0 with new "thinking capabilities", allowing it to search the web to help it create multiple images from a single prompt (The Verge) Source: a handful of unauthorized users in a private Discord channel have been accessing Anthropic's Mythos model since the day the company announced it (Bloomberg) Meta is installing tracking software on US staffers' computers to capture mouse movements, clicks, and keystrokes in work-related apps for use in AI training (Reuters) Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Howell and Jeff Jarvis cover the week's biggest AI and tech headlines, including Tim Cook stepping down as Apple CEO and John Ternus stepping in, Anthropic's surprise White House visit and a possible Pentagon deal, and SpaceX's $60 billion option to acquire AI coding tool Cursor.Also in this episode: Google's agentic enterprise push at Cloud Next, unauthorized access to Anthropic's restricted Mythos model, Yann LeCun's new world model paper, Deezer's AI-generated music stats, Claude Design from Anthropic Labs, Google Deep Research Max, and ChatGPT Images 2.0. Find the show at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 0:07:39 - Google Cloud Pushes Hard on AI Agents and Hardcore Computing 0:15:00 - Google announces ‘Workspace Intelligence' and TPU 8t + 8i chips 0:19:04 - Apple turns to hardware veteran Ternus as CEO to succeed Cook in AI age 0:29:01 - White House and Anthropic Hold ‘Productive' Meeting, Aiming for a Compromise 0:35:50 - SpaceX is working with Cursor and has an option to buy the startup for $60 billion 0:40:20 - LeWorldModel: Stable End-to-End Joint-Embedding Predictive Architecture from Pixels 0:41:40 - Explanation of it 0:52:02 - Deezer says 44% of songs uploaded to its platform daily are AI-generated 1:00:59 - Introducing Claude Design by Anthropic Labs 1:08:58 - Deep Research Max: a step change for autonomous research agents 1:09:51 - OpenAI's updated image generator can now pull information from the web  Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free episodes, members-only Discord, T-shirts and stickers you love, and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Learn more about your ad choices. Visit megaphone.fm/adchoices

We've been following Aehr Test Systems since late 2022. We watched it run from a micro-cap to a $3 billion market cap on the back of AI accelerator hype — and we called what was coming next.In this episode, Nick walks through the full picture on Aehr Test Systems (AEHR): what the business actually does today, why the valuation has dramatically outpaced the fundamentals, and why management issuing $60 million worth of new stock into the market is exactly the signal investors needed to see.The core tension is straightforward but important. Aehr's InCal acquisition was genuinely smart — it diversified the business away from pure silicon carbide and EV testing into AI accelerator burn-in, likely serving Google's TPU supply chain through a subcontractor. Growth is returning. But the stock already reflects a massive, multi-year recovery in a single move. With quarterly revenue of just $10 million and fiscal 2027 guidance that implies somewhere between $50–100 million in annual revenue, a $2.5–3 billion market cap is pricing in a lot of optimism that hasn't been earned yet.This is a pattern CSI has seen before with Aehr — almost identically in mid-2023 during the silicon carbide and EV cycle peak. The key difference this time is that AI data center demand is likely more durable than EV was. But that doesn't mean the stock can't get ahead of itself in the meantime.The $60M ATM raise is management's way of saying: we agree the stock is ahead of our near-term guidance, and we're going to take advantage of that. It's not a death knell for the company. It is a clear signal about where we are in the cycle.What we cover:— Aehr's business today: silicon carbide, AI accelerator testing, and the InCal acquisition— Why $10M/quarter in revenue doesn't support a $3B market cap — yet— The ATM stock offering explained: what it is and why management used it— How the 2026 setup compares to the 2023 silicon carbide cycle top— Fiscal 2027: what management has guided and what remains unknown— Where the risk/reward sits for new investors considering entry nowSponsored by fiscal.ai — the platform Nick and Kasey use daily for semiconductor research. Get 15% off any paid plan at fiscal.ai/csiDisclosure: Nick and Kasey have held positions in Aehr Test Systems. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

In this episode, we discuss Google's significant announcements at their Cloud Next conference, including new TPU chips, the transformation of Chrome into an AI co-worker, and a multi-billion dollar deal with Thinking Machine Labs. Additionally, we explore OpenAI's partnership with Infosys for global enterprise expansion and incidents affecting Anthropic's cybersecurity tool, Mythos.Chapters00:00 Google's Cloud Next Announcements00:50 10xScience's Seed Round02:07 Neocognition Launches03:46 Anthropic's Cybersecurity Breach05:27 OpenAI's Partnership with Infosys09:51 Google's TPU and Chrome Updates12:43 Google's Competitive Position Get the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustle See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We Like Shooting - Ep 659 This episode of We Like Shooting is brought to you by: Midwest Industries (Code: WLSISLIFE) Die Free Co. (Code: WLSISLIFE) Bowers Group (Code: WLS) Otis Technology (Code: WELIKESHOOTING15) Flatline Fiber Co (Code: WLS15) Text Dear WLS or Reviews +1 743 500 2171  Public   Show Titles   GOA GOALS Aug 1-2 in Iowa. https://goals.goa.org/ GunCon.net Tickets on sale now. Use code AGENCY171 GEAR CHAT Note Butt PUMP – https://x.com/Guns_com/status/2045565654690922951 [PTR] The Jack PTR's The Jack is a pump action 12 gauge shotgun offered in SBS or AOW format, based on a cutdown Mossberg Maverick 88. It features a 7-inch barrel and includes a sidesaddle shell carrier. The SBS model comes with both a stock and pistol grip for swapping. [Heckler & Koch] SP7 (Nick) The Heckler & Koch SP7 is a compact, civilian-legal semi-automatic pistol derived from the MP7 personal defense weapon. Chambered in 4.6 × 30 mm, it features a gas-operated rotary bolt system, low recoil, and exceptional accuracy with modern ergonomics including a full-length Picatinny rail and ambidextrous controls. Designed for professional security, tactical use, collectors, and sport shooters where legal. [Active Safety Designs] ARHK (Nick) The ARHK is a fully self-contained drop-in cassette trigger unit built on ARC-Fire technology, designed specifically for HK roller-delayed platforms including MP5, MP5K, and others. It installs directly into factory OEM polymer housings without modifications, featuring a pre-installed ejector and compatibility with all bolt carrier types. The trigger offers a three-position selector: Safe, Semi (standard pull), and Active Reset. [Beecher Tactical] NP-04 Plate Carrier (Nick) The NP-04 Plate Carrier by Beecher Tactical is designed from the ground up for additive manufacturing using fiber reinforced TPU and high strength cordage. It features a modular, user serviceable design with a structural, armor optional cummerbund and a padded liner of lightweight foaming PEBA for sweat wicking. Weight is around 3lbs dry, tested to hold 23lbs total load including plates. [OpenClaw] OpenClaw AI Agent (Savage) OpenClaw is an open-source AI agent platform that runs locally on macOS, Linux, or Windows, integrating with chat apps like WhatsApp, Telegram, and Discord to execute tasks such as managing emails, calendars, and shell commands. It supports various LLMs including Anthropic Claude, OpenAI GPT, and local models via Ollama. The software is free to install via a one-liner script but incurs costs for API usage and hosting hardware. BULLET POINTS SDS Arms Inglis 2035 The Inglis 2035 from SDS Arms is a modernized Hi-Power style pistol featuring a straight slide with lightening cuts, optics-ready configuration with suppressor-height sights, single-slot rail, aggressive serrations, extended beavertail, crisp flat trigger without magazine disconnect, G10 grips with palm swell, large ambidextrous safeties, and 15-round magazine capacity. It incorporates contemporary enhancements like a massive slide stop and magazines that drop free. The design is positioned for personal defense and close quarters, with potential military or police applications. FN PureView Holographic Pistol Sight The FN PureView from FN America is the world's first holographic pistol sight utilizing ImageGuide technology to project a 3 MOA dot that remains aligned with the user's line of sight for reduced distortion and improved accuracy. It features a compact aluminum and titanium construction with a DeltaPoint Pro footprint, automatic brightness adjustment, and motion-sensing auto-on/off. Battery life is 800 hours continuous with a CR2032, and it operates from -40°F to 126°F while being waterproof and fog-resistant. GUN FIGHTS No one stepped into the arena this week. THE AGENCY BRIEF Agency Update  Agency Update  THE HOOK (COLD OPEN) THE INTEL (THE STORY) Why? The Play-by-Play The Reality Check (Hidden Incentives) Rumors THE 2A ANGLE (LEGAL & IMPACT) The Threat Bruen Test Regulatory Creep THE TALKING POINTS (ON-AIR READY) WLS IS LIFESTYLE Parametric OWB Holster for Handguns using TLR-1 This is a universal parametric 3D-printable OWB holster designed for handguns equipped with Streamlight TLR-1 or Harbor Freight Braun weapon-mounted lights. Retention is based on the light body, allowing customization of dimensions to fit various guns via parametric files, with options for TEK LOK or Safariland mounting patterns and standard or metric hardware. Recommended for printing in PETG, it addresses limited aftermarket holster support for certain firearms. Explaining Bail in the Myrtle Beach Self-Defense Shooting Case On June 12, 2025, Tequarius Barrett, 19, was charged with first-degree assault and battery after allegedly firing a gun in a late-night altercation near North Ocean Boulevard in Myrtle Beach, South Carolina, claiming self-defense under the state's stand-your-ground law. His bond was reduced from $200,000 to $20,000 with strict conditions including GPS monitoring and firearm prohibition, highlighting bail challenges in self-defense cases. A stand-your-ground immunity hearing is set for April 17, 2026. THE ALLEY Pauls Valley High School Shooting Incident: Principal Tackles Armed Intruder On April 8, 2026, 20-year-old Victor Lee Hawkins entered Pauls Valley High School armed with two loaded pistols. One pistol malfunctioned when he attempted to shoot a student, allowing principal Kirk Moore to tackle him despite being shot in the leg. No specific manufacturer, model, or technical details of the firearms are provided. Note Are you ready to do what needs to be done? Prepare yourself today, the body can't go where the mind has never been. https://www.breitbart.com/2nd-amendment/2026/04/14/video-high-school-principal-tackles-wouldbe-mass-shooter/ Not Stated The article describes an incident at Old Dominion University where a pro-ISIS shooter named Mohamed Jalloh opened fire, but no specific manufacturer, model, or technical details about the firearm are provided. Army ROTC cadets, including Cadet Louis Ancheta, subdued the attacker using a pocket-knife, with no details on its make or model. No technical gear matching the required criteria (firearms with manufacturer and model) is explicitly detailed. GOING BALLISTIC Professor Jens Ludwig Pushes Behavioral Training and Public Space Improvements for Gun Violence Reduction (Savage) University of Chicago Professor Jens Ludwig advocates alternatives to uncertain gun control measures, proposing behavioral training programs like ‘Becoming A Man' in Chicago public schools to teach de-escalation of conflicts and urban design changes such as converting empty lots to pocket parks. These interventions target intuitive human thinking patterns (95% of brain activity) and environmental factors in high-violence areas to prevent escalation to gun violence. Detailed in his 2025 book ‘Unforgiving Places: The Unexpected Origins of American Gun Violence,' the approach focuses on low-income U.S. neighborhoods without restricting firearms ownership. GOA Demands Investigation into ATF's Leaking of Personal Information in Silencer Shop Found. v. BATFE (Savage) Gun Owners of America (GOA) is demanding a U.S. Department of Justice Office of the Inspector General investigation after DOJ attorneys representing the ATF publicly disclosed sensitive NFA tax returns and personal details of a GOA member on a court docket without redaction during the Silencer Shop Found. v. BATFE litigation. The filings included unredacted ATF Forms 1 and a declaration detailing the member's firearm collection, with the error repeated even after being alerted. GOA cites potential violations of 26 U.S.C. § 6103 prohibiting public disclosure of such information. Shreveport, Louisiana: Convicted Felon Kills 8 Children in Mass Shooting (Savage) A convicted felon in Shreveport, Louisiana, fatally shot eight children aged 3 to 11 across three homes and injured two adult women on April 19, 2026, before being killed by police after a chase. The perpetrator violated federal law by possessing a firearm due to his prior felony conviction for shooting at a vehicle. The incident has sparked political commentary on gun control, with critics like California Gov. Gavin Newsom blaming the NRA and calling for restrictions. 13 U.S. Senators Demand ATF Stop Enforcing Vacated Biden-Era ‘Pistol Brace' Final Rule (Savage) Thirteen Republican U.S. Senators, led by Sen. Bill Cassidy (R-LA), sent a letter to the ATF on April 15 demanding an end to enforcement of the vacated 2023 ‘Factoring Criteria for Firearms with an Attached Stabilizing Brace' rule, which classified most pistols with stabilizing braces as short-barreled rifles under the National Firearms Act. They urge the ATF to issue an interpretive rule clarifying that braced firearms are not SBRs and to seek a permanent injunction via ongoing litigation by Texas and Gun Owners of America. The rule was vacated by courts in August 2024, but ATF signals intent to continue its legal theory. REVIEWS Review: Brown guy 78 from Iowa Review from Brown guy 78, Solid gun knowledge, Shawn is deeply dove into giving the listeners knowledge, Jeremy is usually sick and snotty, but his knowledge is endless, Nick is the sharpest edge, maybe because he's silent most of the time. Aaron is absent . So yeah, great podcast! (Intentionally left Savage out.. fuck him.) 5 stars! Love this show! Review: Anonymous Coward from Florida PooP Review: Anonymous Coward from OR Hilarious that this guy is offended by Trump's actions where was he when Biden was falling down stairs tripping over chords calling out for a dead person in the crowd. Confused walking down the White House lawn passing the door He's supposed to be entering. Not sure where to go on stage....

Send us Fan MailFrank and Stephen discuss the latest updates in cloud technology, focusing on AWS and Azure. They cover topics like EC2 Fleet's new interruptible capacity reservation, Azure pricing challenges, and the retirement of certain virtual machine sizes. They also explore the benefits of Google's TPU 7x for AI training and the introduction of AWS's Sustainability Console for carbon emission tracking. The conversation touches on the importance of risk management in business decisions and the evolving landscape of cloud billing and sustainability.

I asked Jensen about TPU competition, Nvidia's lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn't just become a hyperscaler, how it makes its investments, and much more. Enjoy!Watch on YouTube; read the transcript.Sponsors* Crusoe's cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year. But hardware is only part of the story—for inference, Crusoe's MemoryAlloy tech implements a cluster-wide KV cache, delivering up to 10x faster TTFT and 5x better throughput than vLLM. Learn more at crusoe.ai/dwarkesh* Cursor helped me build an AI co-researcher over the course of a weekend. Now I have an AI agent that I can collaborate with in Google Docs via inline comment threads! And while other agentic coding tools feel like a total black-box, Cursor let me stay on top of the full implementation. You can try my co-researcher out at github.com/dwarkeshsp/ai_coworker, or get started on your own Cursor project today at cursor.com/dwarkesh* Jane Street spent ~20,000 GPU hours training backdoors into 3 different language models, then challenged my audience to find the triggers. They received some clever solutions—like comparing the base and fine-tuned versions and extrapolating any differences to reveal the hidden backdoor—but no one was able to solve all 3. So if open problems like this excite you, Jane Street is hiring. Learn more at janestreet.com/dwarkeshTimestamps(00:00:00) – Is Nvidia's biggest moat its grip on scarce supply chains?(00:16:25) – Will TPUs break Nvidia's hold on AI compute?(00:41:06) – Why doesn't Nvidia become a hyperscaler?(00:57:36) – Should we be selling AI chips to China?(01:35:06) – Why doesn't Nvidia make multiple different chip architectures? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Dan Nathan and Guy Adami discuss a volatile Friday session after a hotter-than-expected CPI, with software making multi-year lows while semiconductors push to highs, raising the idea that “something's gotta give.” They point to Microsoft's sharp drawdown as emblematic of software weakness and debate whether capitulation is near as earnings approach, while semis rally on incremental AI hardware headlines like Broadcom's TPU-related deal with Google and Anthropic. They consider a 2026 “trade” of bottom-fishing battered software and fading crowded semis, flagging Intel's rich valuation and Qualcomm's lagging performance despite an edge-AI/inference narrative. They also note security stocks selling off despite rising AI-driven vulnerability concerns, warn that any hyperscaler CapEx pullback could hit semis hard, and preview bank earnings amid mixed signals on consumer credit, deregulation/IPO optimism, and cyclical risk, alongside geopolitics affecting oil and Taiwan. Articles Mentioned Why the ‘SaaSpocalypse' doomsayers are wrong (FT) Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Episode 300 marks a milestone moment for The Six Five Pod as AI shifts from innovation to consequence. This week, Patrick Moorhead and Daniel Newman unpack the risks of frontier models, the growing complexity of AI deployment, and the market signals that reveal where tech is heading next. The handpicked topics for this week are: The Frontier Model Arms Race: Anthropic Mythos + OpenAI Spud — Frontier models are advancing beyond controlled testing environments, exposing real-world vulnerabilities across operating systems and enterprise infrastructure. The hosts examine how rapidly increasing model capability is colliding with security readiness, and what this escalation means for competition across leading AI labs. (The Decode) Controlled Release and the Emergence of Gated AI Deployment Models — Anthropic's decision to limit access to Mythos reflects a broader shift toward security-first deployment strategies. Rather than prioritizing speed to market, companies are beginning to gate access, signaling a transition toward more controlled, compliance-aware AI rollouts. (The Decode) Meta's AI Offensive: Muse Spark Launches — Meta's first reasoning model from its Superintelligence Labs is now live across its consumer ecosystem, giving the company a direct distribution advantage while signaling that its infrastructure spending is beginning to translate into frontier-level model output. The hosts unpack what Muse Spark means for reasoning, multi-modal use cases, and the pressure it could put on closed-model pricing. (The Decode) Intel Joins Musk's 'Terafab' Mega-Project — Intel's involvement in Terafab gives real weight to its foundry comeback narrative and opens up a larger conversation about who will actually build tomorrow's AI manufacturing infrastructure. More than just a partnership, this could determine whether Intel becomes a central player in the next generation of AI chip production. (The Decode) Intel in Talks with Google and Amazon on Advanced Packaging — Advanced packaging is becoming a strategic layer in AI infrastructure as chiplets, memory, and interconnect design grow more complex. Pat and Dan unpack how Intel's reported talks with Google and Amazon suggest the company is moving beyond wafers and deeper into the system integration layer that hyperscalers increasingly need. (The Decode) Intel and SambaNova Launch Heterogeneous AI Inference Architecture — Intel and SambaNova are pairing GPUs, RDUs, and Xeon 6 CPUs into a heterogeneous inference blueprint aimed at demanding agentic AI workloads. The conversation focuses on why this matters for enterprise, sovereign, and cloud deployments, and how it reinforces Intel's effort to stay central in an increasingly mixed-compute future. (The Decode) Maine's Data Center Ban: Maine's proposed freeze on large data center construction turns infrastructure buildout into a political and local governance fight. The hosts connect this story to the broader backlash against AI infrastructure, making the point that land, water, energy, and community consent are becoming real constraints on hyperscaler ambition. (The Decode) Broadcom + Google + Anthropic Lock in Gigawatt-Scale TPU Capacity — This deal shows compute is no longer being treated like an on-demand utility. It's being secured like strategic infrastructure. Pat and Dan break down how gigawatt-scale TPU capacity, custom silicon collaboration, and Google's expanding role in the stack reshape the competitive map for frontier AI. (The Decode) Is AGI Really Here, Or Is This the Best Marketing in Tech History? — The debate on The Flip this week centers on whether Anthropic's Mythos behavior and OpenAI's claims around Spud signal a true AGI threshold, or whether the labs are using selective disclosures, gated releases, and ambitious framing to shape market perception before the technology actually meets a general intelligence standard. (The Flip) Iran Ceasefire Triggers $1.5 Trillion Relief Rally — Announcement of a fragile ceasefire drove one of the biggest market relief rallies of the year, while oil reversed sharply and investors rushed back into risk. The segment looks at what this says about geopolitical sensitivity, supply chain exposure, and how quickly macro conditions can reshape market sentiment. (Bulls & Bears) April 14 Semiconductor Tariff Deadline: The AI Supply Chain's Moment of Truth — With the Section 232 deadline approaching, the market is watching whether semiconductor tariffs are extended, softened, or escalated. Pat and Dan frame this as a major supply chain and pricing question that could affect chip economics, sovereign AI buildouts, and infrastructure costs across the rest of 2026. (Bulls & Bears) Samsung Q1 Guidance Signals Continued AI Memory Boom — Samsung's guidance reinforces the idea that the AI infrastructure cycle is still driving massive memory demand. The hosts use the company's quarterly results to read through pricing, margin recovery, and discuss whether the current memory upcycle is a short-term squeeze or part of a more durable AI supercycle. (Bulls & Bears) The Decode Anthropic Mythos https://www.businessinsider.com/anthropic-mythos-latest-ai-model-too-powerful-to-be-released-2026-4 OpenAI Spud https://happycapyguide.com/blog/openai-gpt-55-spud-pretraining-complete-agi-leap-2026 Meta Launches Muse Spark Reasoning Model https://www.bloomberg.com/news/articles/2026-04-08/meta-debuts-first-ai-model-from-prized-superintelligence-group Intel Joins Musk's Terafab Mega-Project https://www.reuters.com/business/autos-transportation/intel-join-musks-terafab-mega-ai-chip-project-2026-04-07/ Intel in Talks with Google and Amazon on Advanced Packaging https://www.tomshardware.com/tech-industry/semiconductors/intel-reportedly-in-talks-with-google-and-amazon-over-advanced-packaging Intel and Sambanova Launch Heterogenous AI Inference Architecture https://sambanova.ai/press/sambanova-announces-collaboration-with-intel-on-ai-solution Maine's Lawmakers Propose Data Center Moratorium https://www.wsj.com/us-news/maine-data-center-ban-e768fb18 Broadcom + Google + Anthropic Lock in Gigawatt-Scale TPU Capacity https://www.anthropic.com/news/google-broadcom-partnership-compute The Flip Is AGI Really Here — or Is This the Best Marketing in Tech History? FOR: https://www.businessinsider.com/anthropic-mythos-latest-ai-model-too-powerful-to-be-released-2026-4 https://www.youtube.com/watch?v=J6vYvk7R190 AGAINST: https://techcrunch.com/2026/04/07/anthropic-mythos-ai-model-preview-security/ Bulls and Bears Iran Ceasefire Triggers $1.5 Trillion Relief Rally https://fortune.com/2026/04/08/markets-sp-trump-truce-ceasefire-iran-war-rally-strait-of-hormuz/ https://www.cnbc.com/2026/03/30/stock-market-today-live-updates.html April 14 Semiconductor Tariff Deadline: The AI Supply Chain Moment of Truth https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/ https://www.z2data.com/insights/the-section-232-semiconductor-tariff-explained Samsung Q1 Guidance Signals Continued AI Memory Boom https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-first-quarter-2026 https://www.reuters.com/sustainability/sustainable-finance-reporting/samsung-flags-eight-fold-jump-q1-profit-ai-chip-demand-drives-up-prices-2026-04-06/ https://www.wsj.com/tech/samsung-forecasts-record-first-quarter-operating-profit-d85414ac  

George Tsilis turns to stories moving stocks beyond the pending U.S.-Iran negotiation deadline. Rosenblatt's upgrade of Arista Networks (ANET) is tied to Broadcom (AVGO) and Alphabet (GOOGL) extending their TPU partnership. UBS also upgraded Morgan Stanley (MS) while Seaport downgraded multiple homebuilders. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Anthropic lijkt weinig last te hebben van de rel met het Pentagon, dat het contract voor de inzet van AI-systeem Claude verbrak en Anthropic op de zwarte lijst plaatste. Desondanks ligt het AI-bedrijf op koers dit jaar de omzet meer dan te verdriedubbelen, zo vertelt Joe van Burik in deze Tech Update. Verder in deze Tech Update: Anthropic sluit nieuwe deal met Google en Broadcom om zich te verzekeren van TPU's voor AI-rekenkracht Samsung ziet kwartaalwinst acht keer zo groot worden door extreme vraag naar geheugenchips See omnystudio.com/listener for privacy information.

Send us Fan MailWe talk with Maurice Johnson from Floyd Brace and Limb about what it really takes to scale digital fabrication in a multi-clinic prosthetics and orthotics business without losing quality. We get candid about software friction, printer economics, adjustable socket ethics, and why turnaround time and cash flow often matter as much as the tech. • Floyd Brace and Limb's growth from a one-office shop to a multi-location model • why centralizing fabrication matters when clinicians need to stay patient-facing • the industry's fragmented scanning to CAD to print workflow and why it blocks repeatability • what Floyd prints today and why definitive sockets still often stay carbon fiber or outsourced • real-world cost targets and the volume problem with larger printers • AirFit-style transtibial consistency as a way to reduce heavy CAD dependence • Formlabs size limits, throughput questions, and hybrid print plus outsource strategies • adjustable sockets as both a patient benefit and an ethical billing discussion • material extrusion TPU flexible inners as an alternative to powder-bed fusion variability • early thinking on 3D printed SMOs and by-measurement versus cast-and-scan workflows Special thanks to Advanced 3D for sponsoring this episode.Support the show

Graphics processing units (GPUs) have become the most important commodity in the AI boom — and have made Nvidia a multi-trillion dollar company. But the tensor processing unit (TPU) could present itself as competition for the GPU.TPUs are developed by Google specifically for AI workloads. And so far, Anthropic, OpenAI and Meta have reportedly made deals for Google's TPUs.Christopher Miller, historian at Tufts University and author of "Chip War: The Fight for the World's Most Critical Technology," explains what this could mean.

Graphics processing units (GPUs) have become the most important commodity in the AI boom — and have made Nvidia a multi-trillion dollar company. But the tensor processing unit (TPU) could present itself as competition for the GPU.TPUs are developed by Google specifically for AI workloads. And so far, Anthropic, OpenAI and Meta have reportedly made deals for Google's TPUs.Christopher Miller, historian at Tufts University and author of "Chip War: The Fight for the World's Most Critical Technology," explains what this could mean.

There are more running shoe brands and models than ever - and all the jargon can feel confusing. In this episode, we help you navigate what features of a running shoe actually matter - and what's just good marketing. You'll learn about supershoes vs supertrainers, why heel to toe drop matters, what the different foams do, and more.Thank you to our sponsors:✨ Amazfit: User-friendly simple running watches with advanced features, at an affordable price point. Use link http://bit.ly/4nai73H for 10% off your purchase.✨Title Nine: Comfortable sports bras that actually fit, from a women-owned company. Use code RUNTOTHEFINISH for free shipping at https://runtothefinish.com/title-nine/✨Join us on Patreon.com/treadlightlyrunning or subscribe on Apple Podcasts for special subscriber-only content!In this episode, you'll learn:✅ The difference between carbon and nylon plated shoes✅ Why you shouldn't train in supershoes all the time✅ How to safely introduce carbon plated shoes✅ The pros and cons of high stack height shoes✅ The most important features to consider when buying new running shoes✅ Understanding PEBA, TPU, and EVA foams✅ Do you need a running shoe rotation?If you enjoyed this episode, you may also like: