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SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, commodities will enter a super boom predicts Tavi Costa.#commodities #ai #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

On this absolutely tremendous episode of Make Pro Wrestling Majestic Again, we're covering two very big league shows: WWE Clash in Italy and AAA Noches de Los Grandes Night 2. Huge matches, major stars, unbelievable drama — the kind of wrestling weekend people are going to be talking about for a long time.First, we review WWE Clash in Italy, where Cody Rhodes retained the WWE Undisputed Championship against Gunther, Rhea Ripley defeated Jade Cargill to retain the WWE Women's Championship, Brock Lesnar with Paul Heyman beat Oba Femi, Sol Ruca shocked the world by defeating Becky Lynch for the WWE Women's Intercontinental Championship, and Roman Reigns beat Jacob Fatu in Tribal Combat to keep the World Heavyweight Championship and the title of Tribal Chief. Huge stakes. Huge names. Very intense.Then we head to AAA Noches de Los Grandes Night 2, where Lince Dorado won a wild fatal five-way to become the new #1 contender to the AAA World Cruiserweight Championship, and Bayley, La Catalina, and Lola Vice defeated Las Tóxicas in a big trios match. Tremendous lucha action. Very exciting.We also cover a loaded week in wrestling news: Amazon/MGM reportedly not selling the Lucha Underground library, with teaser activity tied instead to a YouTube rollout; WWE quietly retiring the NXT Heritage Cup with Stacks recognized as the final champion; NXT Great American Bash going live on The CW and going head-to-head with AEW Forbidden Door and TNA Slammiversary; Mick Foley saying he's open to one final AEW match if it can be done safely; an opinion piece calling the El Grande Americano mask-vs.-mask match wrestling at its very best; and of course, Danhausen claiming he has “uncursed” the New York Knicks, which frankly is amazing.Big reviews. Big opinions. Big wrestling.You're going to want to hear this one.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

Sheletta Brundidge joins us in studio for two segments of fun and some serious stuff on a Feisty Friday before Chad shares about the wonderful golf trip he took earlier this week with some friends.

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RURAL ROUTE EXPOSES EARTH CHANGES, SUPPLY CHAIN FEARS, AND GLOBAL UNCERTAINTY On this episode of Rural Route with Trent Loos, Trent welcomes JC Cole for a hard-hitting discussion about earth changes, supply chain instability, climate change narratives, and the growing need for emergency planning and preparedness.

On this absolutely tremendous episode of Make Pro Wrestling Majestic Again, we review WWE Saturday Night's Main Event XLIV—and let me tell you, folks, it was big, it was dramatic, and in some places, very questionable, frankly.We break down all the action, including Jade Cargill, Michin, and B-Fab scoring a major win over Rhea Ripley, Charlotte Flair, and Alexa Bliss, Sol Ruca defeating Becky Lynch by disqualification, Penta retaining the Intercontinental Championship against Ethan Page, Paige and Brie Bella holding onto the Women's Tag Team Titles against Lash Legend and Nia Jax, and The Vision—that's Logan Paul and Austin Theory—retaining over The Street Profits in the WWE World Tag Team Title Match.And that's not all. We cover a loaded week in wrestling news: Mick Foley heading to AEW Double or Nothing, Zohran Mamdani getting invited to the show in Queens, major WWE names appearing at UFC Freedom 250 Fan Fest, Jordynne Grace training for her pilot's license to help rescue animals—which is honestly very classy—plus WWE still moving ahead with Saudi Arabia plans, Ludwig Kaiser's reported arrest, and the rumor of a possible Enzo & Big Cass reunion.We also talk WWE ID talents getting new names, Asuka's update on her future, why some believe WWE will never truly care about tag team wrestling, WWE's tribute to Kyle Busch, and Rey Mysterio becoming the new GM of AAA.A lot of winners, a lot of headlines, a lot of controversy. A huge show. You're going to want to hear this one.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

What an incredible win for Cork, as they defeated Meath in Pairc ui Rinn. A tremendous performance from the Rebels saw them win an absolute epic, winning 0-30 to 1-24 - and they had 14 players for the last 20 minutes after Colm O'Callaghan was shown a red card.Ger McCarthy was there for The Big Red Bench, and spoke to boss John Cleary, and players Maurice Shanley, Rory Maguire and Chris Óg Jones.

WWE SmackDown on 5/22/26 was a very strong show, folks. Big stars, big angles, big drama. Rhea Ripley kicked things off and immediately made it clear that Jade Cargill and her crew had made a major mistake. Then you had Charlotte Flair, Alexa Bliss, Fatal Influence, and later Jade and the Baddies creating absolute chaos in the women's division. Tremendous mess, and I mean that in a good way.Talla Tonga beat Shinsuke Nakamura, Tiffany Stratton retained the Women's U.S. Title in a match that did not exactly blow the doors off the place, Trick Williams and Carmelo Hayes reminded everybody they've got real chemistry in a great U.S. Title match, Damian Priest battled Solo Sikoa, and Cody Rhodes vs. Sami Zayn gave us a strong main event with Gunther lurking like a complete menace.In this review, I break down every match, every segment, what worked, what didn't, and why this felt like a loaded SmackDown with multiple stories moving at once. Good wrestling, strong angles, major names — exactly what Friday nights should look like.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

TNA Impact on 5/21/26 was a very solid show, folks. Some good wrestling, some good angles, and one segment where The System said “THE SYSTEM” about 9,000 times. Tremendous confidence, maybe too much confidence. Cedric Alexander opened the show with The System, Fabian Aichner stepped up, and things got physical right away. Good start.Then you had Indi Hartwell getting robbed by nonsense at ringside, Matt Hardy beating Vincent in another chapter of this endless war, Mustafa Ali retaining in a fun open challenge against Chazz “Starboy” Hall, Xia Brookside picking up a win in her first TNA match since turning heel, and then Mike Santana and Steve Maclin delivering the best thing on the show in a strong TNA World Title match.In this review, I break down every match, every promo, every ridiculous segment, what worked, what didn't, and why Santana vs. Maclin absolutely delivered. Good show, good main event, and a lot to talk about.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

WWE NXT on 5/19/26 was a very strong show, a very exciting show, and frankly, a lot of people are saying one of the better NXT episodes in quite some time. You had Tony D'Angelo and Myles Borne opening things up against Mason Rook and Cam Hendrix in a good tag match, the women's division erupting into total chaos around Lola Vice, Tatum Paxley retaining and then getting destroyed by Zaria, and a big angle with Mason Rook laying out Hendrix later in the night.Then the main event scene in the tag division gave us real drama. The Vanity Project retained, but the bigger story was Darkstate completely imploding and Saquon Shugars getting destroyed by his own people in a brutal post-match beatdown. Announce desk explodes, bodies flying, absolute mayhem. Tremendous television.In this review, I break down every match, every segment, what worked, what didn't, and where NXT is going next. Big reactions, big stars, big angles. Exactly what wrestling should be.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

George Noble, CIO of Noble Capital Advisors, returns to review his February predictions on bonds, energy, and the AI trade, warning that the margin of safety is particularly small right now as there's no room for error with stocks highly valued, companies over-earning, and policymakers unable to ease on either fiscal or monetary fronts. He explains bond vigilantes are awakening as yields hit 30-year highs in Japan and 20-year highs in Europe, predicts the Fed cutting rates against surging inflation will backfire spectacularly, and reveals forward oil contracts are finally rising as the market believes this situation won't pass quickly. Noble declares we're in the "golden age for stock picking" after active managers got killed by ETFs for years, warns the consumer is already in recession with stocks like Home Depot, Lowe's, McDonald's, and Lululemon making multi-year relative lows, and explains his long resources/short consumer-tech spread has generated 10% returns in six weeks. He argues many stocks are in a bubble not because of high PEs but because of unsustainable margins (using shipping stocks as an analogy), reveals consumer ETFs are actually 40% Mag 7, confirms his "death of financialization" thesis as bond markets discipline politicians, and explains why Kevin Warsh is stuck between a rock and hard place with limited policy tools as the buy-the-dip mentality dies.Links: George Noble's Best Income Ideas Online Summit: https://noble-capevents.com/X: https://x.com/gnoble79Substack: https://substack.com/@georgenobleTimestamps: 0:00 Introduction - Big picture macro update since February0:40 Reviewing previous predictions - Energy, bonds, AI trade3:32 Margin of safety particularly small right now5:30 Forward curve moving up - Market believing oil situation won't pass quickly6:02 Rising oil prices and bond yields - Not positive for risk assets8:40 Tech leadership unsustainable - Tremendous blow off top11:00 Buying semis on 8x book historically not a good idea12:26 Equal weight S&P underperforming - Broader market not doing well14:21 Long resources, short consumer and tech - 10% return spread17:03 Bond market move confirming death of financialization thesis19:52 Fed cutting rates against surging inflation and exploding deficits will backfire21:15 Bond market vigilantes being awakened23:38 Japan as canary in coal mine on debt problem25:33 Gold miners outstanding right now - Out of favor27:04 Regime shift happening - 60-40 model is dead29:36 Fed is not in control - They follow the market32:16 This is the golden age for stock picking34:21 AI trade - Biggest misallocation of capital in history of the world36:44 Many stocks in a bubble - Margins are the problem, not PEs38:37 Shipping stocks example - Bubble in earnings, not valuation40:20 Consumer is in recession42:06 Inflation permeating - Gold to energy to food43:28 Rates won't matter until they matter - Temperature analogy45:51 Kevin Warsh stuck between rock and hard place46:38 Margin of safety explained - Seth Klarman's wisdom50:11 Death of buy the dip mentality51:27 ETFs are not the answer - Do you know what's in your ETF?52:53 Golden age of stock picking - Active managers killing it now54:41 Shorting is a bad business - Just avoid garbage stocks56:50 Best Income Ideas Conference - May 20th59:05 Closing thoughts

WWE RAW on 5/18/26 was a very big show, maybe one of the most chaotic Raws in a long time. We had Jacob Fatu calling out Roman Reigns, the Usos getting involved, and then Roman stepping up for TRIBAL COMBAT. Tremendous segment, total mayhem, exactly what wrestling should be.Finn Bálor and JD McDonough had a Street Fight, Sol Ruca called out Becky Lynch, El Grande Americano and Los Americanos gave us a wild tornado tag, Paige & Brie Bella retained the Women's Tag Team Titles, and then Brock Lesnar came back and destroyed Oba Femi with FOUR F5s. The crowd went crazy, absolutely lost it. Then Seth Rollins beat Austin Theory before everything exploded again with Paul, Breakker, Dawkins and Montez Ford.In this review, I break down every match, every segment, what worked, what didn't, and what WWE is setting up next. Big stars, big angles, big reactions. A lot of people are saying this was a loaded episode of RAW—and frankly, they're right.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

Folks, this week's episode is absolutely STACKED. Nobody covers wrestling like we do — nobody. We're talking about the absolutely wild ROH Supercard of Honor 2026, and let me tell you, this show had everything: violence, betrayal, ladders, tables, tantrums, technical wrestling, crooked referees, and PURE CHAOS. A tremendous event. Some people are saying one of the greatest Supercards ever. Many people!We break down Nigel McGuinness stealing one from Josh Woods under Pure Rules — very suspicious officiating, by the way. Red Velvet survives Viva Van in a tremendous fight. AR Fox retains after Action Andretti BETRAYS Lio Rush in shocking fashion. Sad! Lee Moriarty bends the rules to keep his title, while Deonna Purrazzo and Diamante nearly rip each other apart with armbars and fists flying everywhere.Then things get really MAJESTIC. Dalton Castle and The Outrunners win Six-Man gold in one of the most entertaining matches you'll ever see. Bandido survives Blake Christian after interference, low blows, and nonstop insanity — only for Swerve Strickland to commit a disgusting post-match assault that absolutely nobody is talking about enough. Total brutality.And the main event? Athena survives Survival of the Fittest in an all-out war involving ladders, tables, chairs, and complete destruction. Billie Starkz MELTS DOWN again. Very unstable behavior. Athena stands tall because winners win, folks.Plus, we cover all the biggest wrestling news stories this week:Fabian Aichner debuts in TNA and confronts Cedric AlexanderKofi Kingston & Xavier Woods announce their first post-WWE appearanceCuatrero sentenced to over 12 years in prison in the Stephanie Vaquer caseJoe Hendry recording an exclusive WWE music album — very musical, very talentedWWE increasing house shows to develop younger talent because business is BOOMINGAnd IYO SKY & Naraku officially announce they are married. Congratulations to the happy couple!This episode is absolutely loaded. Tremendous analysis, elite jokes, powerful opinions, and the best wrestling talk anywhere in the world today. Believe me.Visit our website ➡️➡️➡️ https://www.majesticproduction.com/Watch our full podcast here ➡️➡️➡️ anchor.fm/majestic-production

For about five minutes, it actually felt like the Mets were putting things together. Three straight wins. Four wins in five games. The offense waking up. The starters finally pitching deeper into games. Actual signs of life.And then Craig Kimbrell came jogging out of the bullpen like it was 2017.The Mets were one inning away from getting back to 4 wins in 5 games before Kimbrell decided to turn Coors Field into batting practice, serving up a grand slam that completely killed the momentum and dropped the Mets right back to 9 games under .500. Tremendous signing. Really elite stuff. Nothing says “stabilize the bullpen” quite like immediately detonating a game in the 8th inning.And the best part? Nobody even knows if the grand slam was actually fair or foul because apparently the Colorado Rockies are still using security cameras from a 2004 gas station. Every replay angle was obstructed, blurry, blocked by fans, or shot from somewhere near Wyoming. The umpires called it fair… and that was basically the end of the conversation because MLB apparently entered the witness protection program when it comes to competent replay systems in Denver.So now Farace, Rodriguez, and Producer Joe try to figure out whether the Mets are actually improving… or if this team simply enjoys finding new and creative ways to ruin everyone's mood.The offense HAS looked better lately, which honestly seemed impossible a couple weeks ago. Marcus Semien is finally starting to look like a functioning baseball player again both offensively and defensively, while Mark Vientos continues to prove why the Mets keep giving him opportunities. The power is real. The defense? Still feels like every ground ball comes with suspense music.And in shocking baseball news, when the starters pitch deeper into games… the Mets actually win. Incredible discovery. Somebody alert NASA. We'll get into why the rotation settling down has helped and why Sean Manaea continues to look less like a reliable starter and more like a weekly social experiment designed to test Mets fans' sanity.We'll also cover injury updates involving AJ Minter, Jorge Polanco, and Francisco Lindor as the Mets try to survive long enough to keep the season from completely spiraling before summer even starts.The good news? April is over. The bad news? The Mets are still the Mets.Next up is 3 against the Diamondbacks before an off day Monday and a return home to Citi Field for a series against the Tigers.So yes… technically things look a little better.But every time this team gives you hope, somebody immediately drives it into a wall.LGM. #PiitB #Mets

PreviewWe're back and ready for a massive weekend of title bouts in Japan and Las Vegas and we have fight news, as well on the newest "Big Fight Weekend Preview Podcast!"This addition orginally aired as a live Youtube show Thursday afternoon on our BFW Page.Host T.J. Rives and insider Dan Rafael return went over it all with their insight and analysis.First, they preview the Saturday U.S. a.m. Ohashi Promotions card at Tokyo Dome on DAZNNaoya "The Monster" Inoue vs. Junto Nakatani, for Inoue's undisputed junior featherweight title. Tremendous build up and this will be in front of 50,000+ in the Tokyo Dome too. The guys have takes.Also, Takuma Inoue (Naoya's younger brother) vs. Kazuto Ioka, for Inoue's WBC bantamweight title. Then, the Saturday night PBC Prime Video & DAZN PPV at T-Mobile in Las Vegas  Gilberto “Zurdo” Ramirez vs. David Benavidez, for Ramirez's WBO/WBA cruiserweight title. Another intriguing bout, as Benavidez moves up looking for a third world title in three divisions. Will Zurdo off shoulder surgery be able to handle him?In the co-feature- Armando Resendiz vs. Jaime Munguia, for Resendiz's WBA super middleweight title. Underrated fight of the weekend? Also, Oscar Duarte vs. Angel Fierro, 10 rounds, junior welterweights and Isaac Lucero vs. Ismael Flores, 8 rounds, junior middleweights on the PPV, too.Then, NewsThe long-awaited heavyweight showdown between former champions Tyson Fury and Anthony Joshua is signed, but just not next. Turki Alashikh announced atwo-fight deal with Joshua to fight Kristian Prenga on July 25 (DAZN PPV) in Riyadh, Saudi Arabia, and then Fury. That is November on Netflix, site TBA. The guys discuss the risk Joshua is foolishly taking by having a fight in between.Next, the Xander Zayas-Boots Ennis PPV undercard was announced, and will include two of boxing's elite prospects, junior welterweight Emiliano Vargas and light heavyweight Ben Whittaker in 10-rounders. Dan has more. Also, Top Rank announces it has done a multi-year contract extension Zayas, whom they've promoted since he was 17 years old.Zuffa Boxing announces U.K. debut: former WBO titleholder Chris Billam-Smith vs. Ryan Rozicki on June 6 in Billam-Smith's hometown of Bournemouth, England  Next, WBC junior welterweight titleholder Dalton Smith has suffered an undisclosed training injury that has forced him out of his first defense vs. former titlist Alberto Puello on June 6 (on DAZN) in Smith's hometown of Sheffield, England. Show goes on with the original co-feature moving up to the headliner — a mandatory bout between WBC/WBA flyweight titlist Ricardo Sandoval and WBC interim titlist Galal Yafai. We have the latest.And, updates for the May 9 Fabio Wardley- Daniel Dubois card- American heavyweight Jared Anderson is off with a torn biceps; But, light heavyweight contender David Morrell is added to fight Zak Chelli; two-time Olympic super heavyweight gold medalist Bakhodir Jalolov also added to the show.It's all part of the "Big Fight Weekend Preview Podcast" and make sure to follow/subscribe to us on Apple/Spreaker/Spotify, etc.! 

PreviewWe're back and ready for a massive weekend of title bouts in Japan and Las Vegas and we have fight news, as well on the newest "Big Fight Weekend Preview Podcast!"This addition orginally aired as a live Youtube show Thursday afternoon on our BFW Page.Host T.J. Rives and insider Dan Rafael return went over it all with their insight and analysis.First, they preview the Saturday U.S. a.m. Ohashi Promotions card at Tokyo Dome on DAZNNaoya "The Monster" Inoue vs. Junto Nakatani, for Inoue's undisputed junior featherweight title. Tremendous build up and this will be in front of 50,000+ in the Tokyo Dome too. The guys have takes.Also, Takuma Inoue (Naoya's younger brother) vs. Kazuto Ioka, for Inoue's WBC bantamweight title. Then, the Saturday night PBC Prime Video & DAZN PPV at T-Mobile in Las Vegas  Gilberto “Zurdo” Ramirez vs. David Benavidez, for Ramirez's WBO/WBA cruiserweight title. Another intriguing bout, as Benavidez moves up looking for a third world title in three divisions. Will Zurdo off shoulder surgery be able to handle him?In the co-feature- Armando Resendiz vs. Jaime Munguia, for Resendiz's WBA super middleweight title. Underrated fight of the weekend? Also, Oscar Duarte vs. Angel Fierro, 10 rounds, junior welterweights and Isaac Lucero vs. Ismael Flores, 8 rounds, junior middleweights on the PPV, too.Then, NewsThe long-awaited heavyweight showdown between former champions Tyson Fury and Anthony Joshua is signed, but just not next. Turki Alashikh announced atwo-fight deal with Joshua to fight Kristian Prenga on July 25 (DAZN PPV) in Riyadh, Saudi Arabia, and then Fury. That is November on Netflix, site TBA. The guys discuss the risk Joshua is foolishly taking by having a fight in between.Next, the Xander Zayas-Boots Ennis PPV undercard was announced, and will include two of boxing's elite prospects, junior welterweight Emiliano Vargas and light heavyweight Ben Whittaker in 10-rounders. Dan has more. Also, Top Rank announces it has done a multi-year contract extension Zayas, whom they've promoted since he was 17 years old.Zuffa Boxing announces U.K. debut: former WBO titleholder Chris Billam-Smith vs. Ryan Rozicki on June 6 in Billam-Smith's hometown of Bournemouth, England  Next, WBC junior welterweight titleholder Dalton Smith has suffered an undisclosed training injury that has forced him out of his first defense vs. former titlist Alberto Puello on June 6 (on DAZN) in Smith's hometown of Sheffield, England. Show goes on with the original co-feature moving up to the headliner — a mandatory bout between WBC/WBA flyweight titlist Ricardo Sandoval and WBC interim titlist Galal Yafai. We have the latest.And, updates for the May 9 Fabio Wardley- Daniel Dubois card- American heavyweight Jared Anderson is off with a torn biceps; But, light heavyweight contender David Morrell is added to fight Zak Chelli; two-time Olympic super heavyweight gold medalist Bakhodir Jalolov also added to the show.It's all part of the "Big Fight Weekend Preview Podcast" and make sure to follow/subscribe to us on Apple/Spreaker/Spotify, etc.! 

Salk describes what jumped out during the Mariners fantastic road trip and highlights how important it is each year to have unexpected players take a big jump, which is currently happening with Cole Young and Emerson Hancock. Later, Brady Henderson of ESPN joins ther show to discuss Dante Fowler, what to watch in minicamp and much more.

In this episode of the Gladden Longevity Podcast, Garrett Salpeter discusses his journey in developing the NeuFit device, which combines principles of engineering and neuroscience to enhance healing and athletic performance. He shares insights on the role of the nervous system in recovery, the importance of neuromuscular reeducation, and how electrical stimulation can be used to balance muscle activation. The conversation also explores the innovative technology behind NeuFit, its applications in rehabilitation, and how it compares to other devices in the market. In this conversation, Garrett Salpeter discusses the advancements in recovery techniques post-surgery, the integration of neurological responses in treatment, and the promising results seen in neuropathy and erectile dysfunction therapies. He emphasizes the importance of optimizing the nervous system for overall health and explores the diagnostic capabilities of the Neubie device, which combines therapeutic and diagnostic functions. The discussion highlights the innovative approaches in regenerative therapies and the potential for future research in these areas.   For Audience Join the other 20,000+ high-performers getting weekly insights on biological reversal, exponential strategies, and Life Energy optimization→ https://start.gladdenlongevity.com/subscribe If you're ready to measure your 60+ biological ages and build a personalized reversal plan, apply for a discovery call here → https://start.gladdenlongevity.com/apply-now   Use code 'Podcast10' to get 10% OFF on any of our supplements at https://gladdenlongevityshop.com/!    Takeaways ·       Garrett's background in engineering and neuroscience shaped his approach to healing. ·       Traditional physical therapy often falls short in addressing injuries effectively. ·       The nervous system plays a crucial role in the healing process. ·       Electrical fields can influence healing and recovery. ·       Neuromuscular reeducation helps reactivate dormant muscles. ·       Balancing muscle activation and relaxation is key to recovery. ·       Mapping movement patterns can identify weaknesses and imbalances. ·       NeuFit technology offers a unique approach to electrical stimulation. ·       The device can enhance training and rehabilitation outcomes. ·       Combining NeuFit with regenerative therapies may accelerate healing. Tremendous results in recovery after orthopedic surgery. ·       Managing the neurological response to injury is crucial. ·       Creating purposeful irritation can trigger healing processes. ·       Local inflammation is necessary for healing. ·       The Neubie device can effectively stimulate multiple muscle groups simultaneously. ·       Minimal equipment is needed for effective workouts with the Neubie device. ·       There are promising results in treating neuropathy with electrical stimulation. ·       Erectile dysfunction treatments can benefit from nervous system optimization. ·       The Neubie device has diagnostic capabilities beyond muscle innervation. ·       Optimizing the nervous system is key to overall health.     Chapters 00:00 Introduction to NeuFit and Personal Journey 03:04 The Role of the Nervous System in Healing 06:05 Neuromuscular Reeducation and Muscle Activation 08:50 Balancing Muscle Activation and Relaxation 11:46 Mapping and Diagnosing Movement Patterns 14:53 Innovations in Electrical Stimulation Technology 18:10 Comparing NeuFit to Other Devices 20:59 Applications in Rehabilitation and Training 23:50 Combining NeuFit with Regenerative Therapies 28:48 Post-Operative Recovery and Neurological Response 34:08 Innovations in Neuropathy Treatment 40:32 Exploring Erectile Dysfunction Solutions 43:15 Diagnostic Capabilities of the Neubie Device 48:32 Optimizing the Nervous System for Health   To learn more about Garrett Salpeter: Instagram: https://www.instagram.com/garrett.salpeter/?hl=en Website: https://www.neu.fit/   Reach out to us at:    Website: https://gladdenlongevity.com/     Facebook: https://www.facebook.com/Gladdenlongevity/    Instagram: https://www.instagram.com/gladdenlongevity/?hl=en     LinkedIn: https://www.linkedin.com/company/gladdenlongevity    YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw     Gladden Longevity Podcast Disclosures Production & Independence The Gladden Longevity Podcast and Age Hackers are produced by Gladden Longevity Podcast, which operates independently from Dr. Jeffrey Gladden's clinical practice and research at Gladden Longevity in Irving, Texas. Dr. Gladden may serve as a founder, advisor, or investor in select health, wellness, or longevity-related ventures. These may occasionally be referenced in podcast discussions when relevant to educational topics. Any such mentions are for informational purposes only and do not constitute endorsements. Medical Disclaimer The Gladden Longevity Podcast is intended for educational and informational purposes only. It does not constitute the practice of medicine, nursing, or other professional healthcare services — including the giving of medical advice — and no doctor–patient relationship is formed through this podcast or its associated content. The information shared on this podcast, including opinions, research discussions, and referenced materials, is not intended to replace or serve as a substitute for professional medical advice, diagnosis, or treatment. Listeners should not disregard or delay seeking medical advice for any condition they may have. Always seek the guidance of a qualified healthcare professional regarding any questions or concerns about your health, medical conditions, or treatment options. Use of information from this podcast and any linked materials is at the listener's own risk. Podcast Guest Disclosures Guests on the Gladden Longevity Podcast may hold financial interests, advisory roles, or ownership stakes in companies, products, or services discussed during their appearance. The views expressed by guests are their own and do not necessarily reflect the opinions or positions of Gladden Longevity, Dr. Jeffrey Gladden, or the production team. Sponsorships & Affiliate Disclosures To support the creation of high-quality educational content, the Gladden Longevity Podcast may include paid sponsorships or affiliate partnerships. Any such partnerships will be clearly identified during episodes or noted in the accompanying show notes. We may receive compensation through affiliate links or sponsorship agreements when products or services are mentioned on the show. However, these partnerships do not influence the opinions, recommendations, or clinical integrity of the information presented. Additional Note on Content Integrity All content is carefully curated to align with our mission of promoting science-based, ethical, and responsible approaches to health, wellness, and longevity. We strive to maintain the highest standards of transparency and educational value in all our communications.    

US wind PPA prices climb to $79.40/MWh as the IRA sunsets. Plus GE Vernova ordered to stay at Vineyard Wind, lessons from Spain’s blackout, and data centers straining the US grid. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! The Uptime Wind Energy Podcast brought to you by Strike Tape protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com and now your hosts. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall here with Nikki Briggs, who is in North Carolina this week, and Yolanda Padron who is back from the exciting wedding and weekend in Mexico. Welcome back, Yolanda.  Yolanda Padron: Thank you. Excited to be here,  Allen Hall: uh, this week there’s a, there’s a lot going on and we’re gonna touch upon some of it. Uh, Rosemary is over in China this week and Matthew is actually at Wind Europe in Madrid. And so this is gonna be an American focused episode mostly, but it’s gonna have global implications. One of the key items is PPA prices in the United States and with the on sunsetting of the [00:01:00] IRA Bills, uh, tax credits, and the whole infrastructure there with the one big beautiful bill when it crushed the IRA bill. PPA Prices needed to come up well. That’s happening, right? So developers, uh, can’t live without some money to compensate for the roughly 26, 26 7 20 $7 in PPA prices that were compensated by the tax credits. But, uh, when purchase price agreements have hit the highest level since they begin tracking it at Wood Mac. The average wind PPA now stands at $79 and 40 cents per megawatt hour up 24% from just one year ago now, Yolanda, you and I were talking before we started recording today about how low some of those PPA prices were two years ago, three years ago. Some of them were almost single digits.  Yolanda Padron: Yeah, yeah. Some of them were pretty low. I [00:02:00] remember 16, $19 EPA prices and then a couple years ago we were looking at those and thinking, oh no, I can’t believe we, we kept those prices and they’re so low and everything’s changed so much, and the prices grown so much, and that was two years ago and now it’s, it’s, it’s, it’s almost four times as much as, as what we had originally thought, which is. Not super great for those older projects,  Allen Hall: obviously, uh, when they, if they do repower, the extent they’re gonna have to renegotiate the PPAs. Right. The, the landscape has changed quite a bit. So the, the question really is now are they gonna be able to renegotiate new PPAs when the existing PPA hopefully ends? You can’t, you can’t run turbines for free and will they repower. Or will they just try to extend the lifetime? I think it’s a lot of operators trying to figure that out right now. And that’s in light of installations. So Whim Mac also says that US wind installations are [00:03:00] on track to nearly double in 2026, uh, building towards 48 gigawatts of new capacity through 2030, which all makes sense, right? That the, the. Uh, everybody’s trying to get all their assets in the ground so they, they qualify for the, the tax credits. So there’s a big push. So 2026 and 2027 are gonna be pretty busy years. Uh, but the, the negotiations are still going on and we’re talking to operators. Nikki and I have been talking to operators this past week or the last couple of weeks, honestly. There is all kinds of negotiations going on for turbines right now and who can get turbines? Can they get ’em in time? Can they get ’em planted fast enough? Nikki, it is causing a lot of operators to spend a great deal of time doing planning that they otherwise wouldn’t have been working on two years ago. Nikki Briggs: Definitely. I mean, it seems kind of weird to me because it’s like a weird spot. It’s like, um, you know, we want more power and we need to do all these projects, [00:04:00] but then. The permitting process is just like a brick wall or something, you know? Um, like it just takes them so much more to get through, um, and get it moving. Allen Hall: Well, I, I think if you have an existing site, you’re gonna repower it. I mean, that’s probably the easiest thing to do if, if you can pull it off. The, the question is how big of a turbine are you gonna purchase? A lot of those turbines that are gonna get repowered are probably 1.5. To two megawatt machines. They’re going to move up to five or six megawatt machines, generally speaking. So they’re reducing the amount of turbines that are gonna be on site. But the, the amount of power that’s delivered usually is about the same, maybe a little bit more. Which, which, which strives the, which drives the, the equation of, Hey, what’s everybody gonna do in the next couple of years with the data centers. Having listened to the GE Renova financial report for Q1 that just came out as we’re earlier today. GE is trying to sell gas turbines like there’s no tomorrow. However, the weird thing about it was that they were [00:05:00] very nervous about locking in firm orders that a lot of the deposits they had for like 2029 or moving into 2030. So they had a, a discussion about GE Renova building gas turbines. They could do about 20 gigawatts a year, but they had like a 10 gigawatt hole. In 20 29, 20 30 of orders because the data centers are realizing, like to get a contractor to put a hole in the ground so you can put a data center in is taking more time than they thought. It’s not Silicon Valley where you can just type some software. And Yolanda, you’re kind of in the middle of this right now, being in Austin, Texas. Is the, the drive for data centers and the drive for power, what it was six months ago, is that landscape changed? Has everybody come back to reality? Like building physical projects takes time. Yolanda Padron: I think people are starting to get, get back to reality from the little bit that, that I’ve been, that. I privy to, uh, I do think that you mentioned the GE renova and [00:06:00] just kind of all the changes and everything. And I know in the past we’ve talked about, um, the fact that, you know, a lot of blade manufacturers have changed hands for wind and a lot of things are uncertain in general. Um, I think right now with the boom of people trying to repower and doing everything as quickly as possible and as safely as possible, it’s really important that everybody should. Try to get as much documentation on everything as possible, not just to, to protect yourselves, right? I mean, if there’s some sort of, I mean, you’re, you’re, you’re checking that the foundation on your turbine is perfect still, um, doing all the civil engineering studies that you need to do and making sure that, that everything’s fine, um, for, for the long term, right? If you’re not, you’re not planning on repowering again in five years. Um. But just to track everything. There’s so much movement right now and so much uncertainty that at the very least, so you know, what you’re dealing with, if and when you have an issue, [00:07:00] you know, five years down the line, like, oh, this is what happened and this is why, this is who I need to talk to, or this is how I’m going to solve this. Or, you know, it’s not a new problem. Um, because it’s just, there’s just so many, so many factors changing. All at once that it’s, it’s a little bit, it’s a little bit daunting for everyone in this space. I don’t know if you guys feel the same way.  Nikki Briggs: I have a separate question, um, which is, you know about these PPA pricing, if it’s going up, it continues to go up. Is the old adage about like green energy is the, is is the cheapest? Is that like out of the wind now? I mean, that’s not even. You can’t even apply that.  Allen Hall: No, I think renewable energy, solar and wind are the lowest cost, fastest way to get power onto the grid. The, the, the question is, uh, will state and federal governments prohibit it? Because if you’re talking about the gas turbines, [00:08:00] which is not cheap, and you’re talking maybe the earliest is 20 30, 20 32. Uh, as when you be able to, to get something scale there. What else did there that you’re gonna build? Nuclear. Nuclear GE iss. Talking about nuclear small modular reactors again today. And they got a project going up in Canada, it sounded like that’s not vast either. So if you’re talking about speed and deployment, solar’s quick, right? You can just put ’em up and you can get wind turbines up pretty fast too. But anything that’s uh, gas turbine or god forbid, we start burning oil again to make electricity. Uh, I, I just don’t see it. This has implications obviously over in Europe too, right? So Wind Europe is this week, and it’s in Madrid, of course. And the Vesta, CEO, Henrik Anderson’s, uh, told the audience over in Europe that, uh, hey, there’s a lot of choices to be made [00:09:00] here the next couple of years, and it’s more important now than ever, uh, to. Think about renewables with the problems in the ous, straight of ous, sending prices higher. Does Europe want to be connected to a petroleum future? I think Europe has been struggling with that since obviously the Ukraine war started. So the, the problems in Iran are just gonna double down on that. The EU Energy Commissioner, uh, Dan Jorgenson, uh, called it out. Earlier this week and said it’s, this is not an energy crisis, it’s a fossil fuel crisis. So if we don’t have to rely on fossil fuel so much, then the energy crisis will hopefully come down in Europe. Uh, but one of the weird things about what’s happening and where Europe is, although Vestas and the EU energy Minister Commissioner are talking about fossil fuels and moving to electricity into more renewables, when [00:10:00] Europe is talking about, uh. Unfettered media posts that are, that there’s misinformation happening and, and how they’re going to deal with misinformation. That’s not their, to me it’s not their problem. Misinformation is not slowing down projects you, you have to deal with. Uh, obviously people are gonna oppose power plants, Tesla facilities, whatever’s going on in their neighborhood. The, there’s gonna be opposition to it. You have to learn how to deal with it. And I, I’m always shocked when, when a, a large organization, be it American Clean Power or, or Wind Europe or one of the many others, or complaining about misinformation, they’re in their information business. They need to be doing more work, laying the groundwork locally to deal with some of these issues. But it does feel like. Yolanda have seen this up close, uh, where there’s been sort of local disputes about, particularly wind, uh, that you, you need a little bit of help, right? [00:11:00] You can’t rely on the, the operator, owner operator to provide all the ammunition to, to, to fight off. Uh, you know, the, the generic Facebook posts about wind turbines killing birds or whatever they’re gonna post. Is, is there a, a, a future here where a a, a Wind Europe does a, an American clean power for that matter, do a better job of communicating why you would wanna have renewable energy in your backyard?  Yolanda Padron: I think we just all need to just agree in general about what our approach is here. Right? Because we, I know there’s, we’ve talked about companies that really, really wanna do, you know, if, if you can. Produce X amount of money by creating wind power, then you’re, I’m gonna charge you X minus one. Right? Like, I’m gonna maximize my profits as much as possible. Um, and then there’s other people who are just really, really trying to, [00:12:00] to do with, deal with what they can. You know, they, you have 25-year-old projects that have been going on forever and ever. No one’s manufacturing them anymore. And people are still finding solutions to keep those alive. And then there’s, I know we talked about, I think it was Japan that was doing that really crazy work with these smaller turbines that, I mean, they already know what the issues with those turbines are. So just, just removing a lot of the factors going into something very experimental for, you know. We could all talk about the greater good, which is making sure that renewable energy is something that’s financially accessible. Right. I, I know we have a friend who’s been talking about it for a really long time and he said, you know, it shouldn’t be a thing of this is the right thing to do, should be a thing. This is the most cost effective thing to do, and I think he’s right. I think we should all just really try [00:13:00] to make sure that we work together. To make it the most cost effective way of producing energy, um, of solving all the problems that we can and not just, I mean, we can focus about competition later, right? If we really, really want to.  Allen Hall: Let’s talk about the, the power demand for a minute. So, a number of states in the US have prohibited data centers altogether. I think the number I saw last was like 30 states have prohibited. Data centers main being the most recent one that I recall, where they just prohibited ’em in the state. That has to do with electricity prices. That the concern is if I have a couple of gigawatts being devoted to any, you know, uh, ai, Facebook, Google, uh, x, ai, any of those that my electricity rates are gonna go up and, and a lot of the states are putting blockades in essentially to prevent that from happening. That changes the landscape dramatically, right? [00:14:00] Where now, uh, if they were gonna put renewable energy in, in advance of ai, those projects are gonna die, obviously. Is there, is there a, a place where data centers, ai, electricity demand being increased, is met with renewables and some logic? Will that ever come to a place where everybody will be happy? Yolanda Padron: I mean, I think it can, in that case, I guess when Europe is correct in saying, you know, we need to stop the misinformation spread, right? But it’s also, I think it’s, it’s, it’s like one of those things where it’s like, it’s such a small part of the equation to make sure that the people who don’t exactly have a lot to do with the decisions that are being made. Legally, um, are on the same page. I think it’s more of, you know, the people who [00:15:00] are making these decisions need to come to an agreement on what’s, what’s best and what’s fiscally responsible for the area.  Allen Hall: Would you wanna turn away? I, I think the thing about AI data centers and the issues that’s driving it, it’s once you have a AI data center up and running, there’s hardly anybody working there, so it doesn’t create jobs. A lot of times they don’t even have lights. Right? Why do you need lights? The computers don’t need lights. They’re just gonna sit there and run that. If it was bringing jobs, I think everybody would think differently about data centers. But because data centers don’t bring jobs, except in the power generation side, there’s not a big incentive for states to allow them. So I don’t see how this works. Right. At some point, somebody somewhere is gonna figure it out. That I’m gonna have to have a lot of excess electricity. Maybe it’s Norway and it has to be pretty cold again, Norway or Sweden, where I could put data centers and it, it may not even happen in the us. Is that what we’re, is [00:16:00] that what we’re gonna see? Nikki Briggs: I don’t know what we’re gonna see, but I’ve, I’ve heard that, um, aren’t they putting data centers in the, in the water now too underwater and like in the ocean and there’s talk about putting data centers in space and, you know, all kinds of things to, to find these different environments. But I think, um, with the. Increased demand and power that it’s gonna be all these data centers are gonna be taking. And as, um, we know AI is very exponential, right? So it’s, it’s growing exponentially in the use and, um, the adoption of it and the models are getting stronger and so it’s consuming a lot more energy, right? And so I feel like the switch back around to sustainability as, as, uh, like a core need of. Of the Earth is gonna have to, it’s gonna have to come back around for sustainability. I mean, because you can’t, you can’t just keep doing that.  Allen Hall: I think the thing is, in, in Europe, they [00:17:00] obviously are interested in having some AI data centers, and that will be the, the growth plan of course, because they want to be able to compete with the rest of the world. So Europe will be in this mode of we need to create more electricity. But they want, at the same time, decouple from the Middle East and maybe even from the United States in terms of using, uh, petroleum based products to, to power their grid. I think that’s, that’s inevitable. So they’re gonna have to make a huge change in Europe. We’re, we’re looking at massive changes in the US who knows about China right now. Uh, what they’re planning to do besides pour money into everything, all the above strategy is what China seems to be doing. Does that then. If, especially, let’s just talk about the GE and over thing. So, Yolanda, I think this touches your point, which is GE and over win business is really not healthy. They lost about 300 plus million dollars in the first quarter, EBITDA wise, uh, compared to, uh, roughly a [00:18:00] year ago. It was like a hundred million dollars they lost. So the, the continued pain at GE Renova Wind. Uh, is maybe, which I thought was gonna flatline, it seems to be getting worse. All of a sudden. They think it’s gonna be better in the second half of the year. And maybe that’s true. Hopefully it is. But if you’re, if you’re talking about putting on more data centers, more electricity demand, just ’cause of population growth and your wind companies maybe besides vestus or not doing that well. Do we get there? Does, can we, can we do this? Can we actually turn this corner, make that turn, get onto, uh, more electricity, be able to compete against the world in AI and everything else, electricity wise. Is this gonna happen or is everybody gonna. Take a five year pause while they figure it out.  Yolanda Padron: I just think that everybody’s just kind of running with their shoes untied, right? Like we’re all trying to race.  Allen Hall: They’re running with scissors and the shoes untied.  Yolanda Padron: Yeah, it is like it. I mean, eventually someone’s gonna have to [00:19:00] pause or trip  Allen Hall: because you always wonder how serious some of these data center projects are because you hear the names like who? Uh, and the one that always gets me is, no, no offense to Stanford University, but. Lately, I’m hearing a lot of Stanford University graduates that are planning some massive power generation source of some sun type and just go, okay, no. Can we stop? Can we stop for a minute? No. Having a master’s degree from Stanford doesn’t know. You probably don’t know how to build a data center. Sorry. And you probably don’t know how to do distributed energy. You don’t. It’s just those are complicated and industrial things that take a lot of money and time and resources, so, no. So the, the reality of what is. Real that will be built, that’s gonna come due. I think there’s a lot of projects that were theoretical and grand and, uh, six months ago even are going to go kapoof, like pets.com. In 2001, it’s gonna be the same thing.  Nikki Briggs: You’re dating yourself, Alan.  Allen Hall: There was a time when. [00:20:00] When everybody was gonna be, be a internet billionaire, and one of ’em was pets.com, right? So pets.com was this pet store thing, and, and it was, they had a great URL of course, but as soon as, you know, there was any e you know, the, the, the, the, uh, planes hit the towers in New York City, poof, that thing was gone and they could sustain the, the economics of, um. The US at the moment, and when I think of Austin, I think all the tech bros are in Austin. Like you drive around Austin, you just see it. There’s a lot of smart people on the ground trying to do these grandiose things. Electricity generation is a hundred and twenty five, a hundred forty years old. That is an industrial process that is really hard to break into and you can’t AI your way into creating data centers. Does somebody realize that? And was the GE talk today? I’m gonna be the GE talk today, Yolanda, on the gas turbines. Obviously [00:21:00] they wanna take as many orders as they can or get place placeholder deposits in one of the GEs competitors is not even taking orders past 2030 ’cause they don’t think they’re real if they were real. I think everybody taking orders and I think they’re, they’re seeing the quality of that individual walking in the door trying to place, place that deposit and realize. They don’t know how to work EPC.  Yolanda Padron: Have you seen, I know there’s, there’s been a lot of like memes right now about how the use of electricity in AI and data centers and it’s like, you know, we’ve increased exponentially, so we will continue increasing exponentially until the end of time. Allen Hall: Till the world explodes.  Yolanda Padron: Yeah, exactly. And it’s like, I don’t think, I mean, to your point, like I, is it real like it. It could, it was sort of, um, it did grow a lot and it’s continuing to grow a lot. I just don’t know that it’s gonna be something where like everybody has a data center in their backyard, or everyone’s connected to a data center within a mile. You [00:22:00] know,  Allen Hall: I think you’re a hundred percent right about that. So the realism is hitting the market, right? So as PPA prices increase and the realities of construction projects hits everybody, this is gonna slow down. Quite a bit.  Yolanda Padron: I’m curious to see how long that’ll be before we overshoot it for the PPA prices. Allen Hall: Oh, you think, okay. That’s a, that’s a really good point because I, I was wondering that today, I’ve been telling people for two years now, as soon as they, uh, the tax credits sunset that PPA prices necessarily have to go up, they just have to go up the, the, the offshore wind PPA prices, were in the $150, uh, megawatt hour. Ballpark, uh, for a couple of projects off the coast in New York. I don’t know what they are in Europe at the minute. I, I should go look. I do actually do know. I should go back and look though. But the onshore prices are obviously much less, right? If you’re in the $80 per megawatt hour, although it does seem high, it is relatively [00:23:00] low compared to everything else you’re gonna be able to do. What, what are the choices you’re gonna do? What other, what other choices can you make?  Yolanda Padron: What kind of structure are you gonna. Work with is if you’re increasing, increasing, increasing, and then eventually we’re gonna hit a plateau eventually, or like an almost plateau. But I highly doubt everyone’s gonna be able to forecast exactly when that is without overshooting it. Allen Hall: Yeah. I guess the question is how much is the overshoot. Is it a hundred dollars? Is it $120? Is it $150?  Nikki Briggs: I have a question though, because are these AI data centers, are they meant to be running completely on wind power?  Allen Hall: They in theory can’t. Right?  Nikki Briggs: They need power 24 7. So  Yolanda Padron: yeah, they need to have some sort of backup thing, so maybe even backup in the grid or something if it’s not something directly hitting it. A lot of projects are like co-located, so you might have wind and battery or wind solar battery or something. All together,  Allen Hall: the XAI effort in Memphis, right? There’s, it is gas turbines, a bunch of gas turbines they’ve bought from [00:24:00] all over, but it has a pretty good best backup to provide stability to that. I think you’d have to do that, right?  Nikki Briggs: You’d have to have a a, a failover plan or something. Yeah.  Allen Hall: Having watched the internet and at different times of day, there’s nothing happening between like us time midnight and 6:00 AM. There is zero going on, and I always think does 24 7 AI data center need is so not gonna happen because when people are, if, if the data center is providing roughly national, or say it’s Europe, there’s, there’s, people are awake as a certain time of day and then they’re not. Right? So unless your data center’s gonna feed China, which it won’t, and Europe at the same time, or the US and Europe, it’s still, there’s just blocks of time where the. You just don’t need a lot of power. You just don’t need it. So the 24 7 demand, I think is not real  Nikki Briggs: well, but they have to keep them cool. And you [00:25:00] know, I mean there’s like the environment inside of the data center has to be a certain, uh. Uh, specification, I guess. Right? One question that I, that I had come up here on the side, Alan, had you heard about the, uh, CEO from Vestas talking about the need for an energy union?  Allen Hall: Yes, but this is not the first time it’s come up, uh, to, to try to, to gather everybody together. Ideally, if you’re thinking about the eu. Working together, and rarely does that happen, but if it were to happen, Vestas would be a huge winner in that. So would Siemens esa Honestly, the, the weird thing about all what’s happening in Madrid and at, when Europe at the moment is that sizzle’s back and they’re talking about doing projects in Europe and uh, I think a Donny is also talking about doing projects in Europe or providing turbines, right? So there’s. [00:26:00] Once Ming Yang was rejected in Scotland, which I thought was inevitable, I’ve always thought that the second place to go to get turbines that would compete with Avesta and Siemens is in India, and I do, because it’s an English speaking country, it does break down a lot of barriers. That’s for sure. And because obviously it was a, a, a British colony for a long time, there’s the relationship there. That would be it. It, I think something that makes, makes sense. So Vestus, who would obviously be the winner of all the offshore and maybe even some of the onshore projects in the UK may have competition. So although Vestas may be hoping for more of a energy block, which. Uh, could work, honestly. It could work and you could see a lot of wind and solar and batteries and hydro in, in Europe and obviously France with nuclear. I think [00:27:00] India has a really good shot at penetrating that market that would change the dynamics quite a bit. That would put pressure on Vestas to lower prices, no doubt. And so the, the, the dream scenario of Vestas is the only. OM standing in this huge demand market, which is all local to them. Uh, that may not actually turn out there. There could be some really rough patches here. If, uh, the so salons, a Donnies of the world, they can produce a five megawatt, six megawatt turbine. God knows if they could make a a 15 megawatt offshore turbine, that would put a tremendous amount of pressure on Vestus. Tremendous, and that would be harder to stop. I think from a a UK standpoint, very interesting times. Vestus is well suited to, to gain market share and is rapidly in the United States and a number of other countries, Australia being another, and Europe, but woo. Huh. The dream scenario never works out like you think it [00:28:00] will. It never does. As wind energy professionals, staying informed is crucial, and let’s face it difficult. That’s why the Uptime podcast recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or a new. Wind, PES Wind has the high quality content you need. Don’t miss out. Visit PES wind.com today. So there’s been more information come out about the, this Iberian blackout that happened about a year ago. And as the, the details are, uh, published and everybody has a chance to review them, uh, one, one person to check out is, um. Howard Pinrose at Motor Dock and his chaos in Caffeine podcast, which happens on the weekends because he provides some good summaries about some of the latest news from the Iberian Peninsula and the reports that are being published. [00:29:00] The Iberian blackout and the role of renewables is very interesting. The, the problem that they had was, uh. Instability. So it, the grid was just generally unstable and they had a transformer fail and that just cascaded where, uh, they were disconnected from the rest of Europe. So the Liberian peninsula was just automatically disconnected and that happened relatively quickly. One of the things that could have supported the grid, and I think you’re gonna see changes happening, and Howard Pinrose was just in Washington DC with American clean power pushing for this, which is. As Yolanda knows, solar and wind have sort of two moats. They can follow the grid and produce power and just kind of follow along. Or better yet, they can form the grid and support the grid and be a resource when things get wobbly on the grid. And Spain learn that lesson really [00:30:00] well about a year ago, and I think we’re gonna find that all those solar panels that disconnected and because you’re in a following mode, protect mode. If they had had ’em in a, a more, uh, command role into managing the grid, that maybe the Iberian peninsula may not have blacked out. Maybe parts of it had because they lost a transformer, but there may be a role for renewables in terms of grid stability. Doesn’t that seem odd? Because the story and the mis, maybe the misinformation that’s happening around the world is, well, if the wind turbine isn’t turning, it can’t help monitor the grid. It actually can, same thing for solar. Those inverters that sit on the grid are actually thinking and working and reacting. So they can actually provide a lot more, uh, stability to the grid than maybe be some other resources at, at a lot less cost. Is there a scenario where we start changing the rules about wind and solar where we, instead of them playing dumb, that they become smart [00:31:00] and provide more stability? Yolanda Padron: Well, it happens a lot I think in Texas, right? We have, like you, you dispatch wind when you need it and you dispatch solar when you need it. And there’s a whole, I mean, the whole market. Behind the scenes that it’s for people a lot smarter than I am. But, uh, but yeah, I mean, you, you get, like, you’ll see sometimes wind turbines that are pitched slightly so they won’t generate electricity when it’s not needed, or they’re just free flowing when, I mean, it’s, it’s not necessarily to produce a lot of electricity or, you know, sometimes you’ll say, oh, you know what, I need this much. Energy from you at this moment, and so Sure. Switch. I mean, it’s, it’s literally a click of a computer. You turn it on, make sure the, that it’s dispatching energy, and then once you need it to be cut off, it’s cut off. Especially if it’s a co-located site, it’s a lot easier to make sure that you are [00:32:00] actually giving all the energy that you need to give in any given moment. Allen Hall: Because a grid reacts very quickly when things go wrong in the grid. It happens in seconds, and the only thing they can respond in seconds. Is renewables, inverter based resources. That’s the only thing you can respond. You can’t spool up a synchronous condenser to stabilize your grid in a couple of seconds. You may need a couple of hours typically to get that going. Isn’t this where we’re going? It because of the digital age and everything is on off so fast. If I had a data center that, you know, it collapses pulling a gigawatt, man, you need to be react almost instantaneously to that. The only thing that can do it today if they chose to do it is wind, solar, and battery. That’s it. In the digital age,  Yolanda Padron: I think it’s great. There was this one time, uh, a few years ago where, um, uh, a, a buddy who’s, who was a, a traitor for, you know, the, the, uh, energy markets in the [00:33:00] states. Um, he, he saw what was happening and he knew that he could. You know, he was controlling like wind, solar, and, and battery. And it was a co-located solar and battery site. And so he let them dispatch the solar for a bit and then he held off on the battery. And then the moment that he dispatched it was like he. Within like five minutes, it was $3,000. Something crazy like that. ’cause it was just like the mo, like he was just, everybody was amazed. Just the moment that he was like, amazing. Just like, well this is, this is why you do what, what you do. You know? Um, but yeah. Yeah, it’s, I mean, it’s a really, it’s a really interesting, interesting, for anybody that wants to read up on it. Like the, the market for that is really, really interesting.  Nikki Briggs: It does sound really interesting and like, I’ve been thinking a little bit about, um. The, the role of wind and, and you know, in Colorado we have a lot of high wind and then we have this [00:34:00] wildfire danger as well because of the drought. And so what happens when it gets really, really windy is they turn off the power ’cause they don’t wanna start a fire, a wildfire. So, um, so you know, here you want the wind so that you can generate the power, but then you can’t give it. So how do you store that and how do you, you know, like how do you manage that, you know? It’s a, it’s a tricky situation.  Yolanda Padron: Yeah. That’s where they’re co-locating. I think a lot of sites, there’s a lot of, I know there’s a wind farm in Arizona that’s really huge and they have a, a whole, they have a certain perimeter around it where they just really make sure that there’s nothing that can spread there. Like it’s, it’s just. Kind of barren land, so in case there is a wildfire or anything, ’cause it’s in a very dry area. Um, nothing will really happen to that in theory, you know, that has all the systems for the battery.  Nikki Briggs: What if the, what if the electric transmission lines are what, you know, causes the fire [00:35:00] because of the wind? The wind is causing those to break or to fall down. The poles fall down and then they cause a spark. And then they cause a fire. That’s what happened in Colorado a long time ago, a couple years ago.  Allen Hall: Same thing in California.  Nikki Briggs: So in order to protect from that, there’s like, it’s super windy. So they turn off the power. Allen Hall: Does it make it right? Right. Well this, this comes back to the infrastructure of the United States and how old that it is, and if you pay attention as you drive across the US you’ll realize that some of the. Towers and some of the infrastructure that you see on the side of the road. Dang, you’re a hundred years old and it doesn’t get replaced. It was never meant to be replaced. Or maybe they thought we were gonna be living on Mars in a hundred years, but basically it’s the same. Technology. It’s a wire on a kind of suspended up there in the air, and the wind moves around and it’ll burn and it wears out. It just wears out, right? Eventually you’ll just wear through that stuff, and we’re seeing that [00:36:00] across the United States. You’re seeing it in Europe, you see it in Spain, in other places where the infrastructure has just has a lot of age on it until we decide to do something new and refurbish it, like we refurbish the roads all the time. Uh, we’re gonna have trouble. We just are gonna have trouble in the states.  Yolanda Padron: Alan, as an electrical engineer, I do have a question. So would the forecasted generation needed by all these data centers and stuff, like with our current system, would we be okay with that? Or what kind of changes would we need to make just as a country in general?  Allen Hall: I think the problem with. A large data center as you’re seeing some of them being built on the east coast right now is one, trying to keep them up and running. Two, the infrastructure that are feeding and it’s old, right? So the transformers and all that. The things that don’t move, that are just planted on a concrete pad [00:37:00] that’s seem like they, they would never age, age, had fail. Eventually. So when you put a big demand on existing infrastructure that’s kind of powering old light bulbs and um, motors and things that are old and that have very well-known patterns, and you start putting these, uh, basically big digital power sinks that go up and down in in power usage. The grid can’t take that. It just won’t be able to take it at scale. It’ll take it for a while and we’ll figure out a way because electrical engineers tend to be pretty sy um, at how to make miracles out of, uh, uh, uh, of questionable things. That’s how we, how we do that, that’s why we get paid so much. But the, the, the problem is, is that at some point it’s gonna break, right? And, and the, the electrical grid in the US and the people that support that. Internally, I think we’re getting a little bit worried about it [00:38:00] and trying to figure out what we can do to keep the grid up and running. It’s a huge problem, huge problem, because when the grid was built back in the late 18 hundreds, early 19 hundreds, there were a lot less people, and somehow we managed to get to about 350 million people. All with the mobile phones and big screen TVs, and now electric vehicles and laptops, and blahdy, blahdy, blah. How this thing is still running is a miracle. It really is it. It obviously is Yolanda Padron: delamination and bottom line. Failures and blades are  Allen Hall: difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep into the label materials. To find voids and cracks. Traditional inspections completely. Miss [00:39:00] C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions. So G Renova was ordered by the courts just recently to stay at Vineyard Wind. Vineyard. Wind had. Filed a complaint that, um, GE was gonna leave the site, uh, off the coast of Massachusetts at the end of April. That obviously caused some concern with vineyard winds, so they went to court, sort of bypass the arbitration process. According GE went straight to court to get an injunction to prevent GE from moving on. Well, they have that injunction now, and GE has to stay on at least for about the next 60 days. If I read this right. Then there’s gonna be more court proceedings. GE is trying to get it back into arbitration where they can do some negotiation, but it’s all about big, big dollars.[00:40:00] The one thing that came out with Scott Straza, uh, Q1 discussion, which was uh, a phone call today, had to do with the completion of GE Ver Nova’s offshore wind projects, and when they could be complete. That includes sort of the doer bank projects in the uk, which I think are gonna wrap up sometime in 2027 to try to get those finished and vineyard wind, which they said was gonna be finished at the end of April. So from a GE Renova standpoint, I think they’re considering vineyard wind to be done at the end of the month and that’s gonna be their position. It was very odd. To hear the CEO of GE Renova talk about something that’s in litigation. ’cause usually that doesn’t happen. But if the company position is, Hey, we’re leaving at the end of April, we’ll see you a vineyard wind. That’s a problem. And let me explain a little bit of the details of this. GE Renova is based in Cambridge, Massachusetts, not that far away from vineyard wind, which [00:41:00] is also based in Massachusetts. So you have this corporate entity, which just. Opened an office in Cambridge. It’s really swanky place, not very far from where MIT and Harvard and all the, the elite universities are just outside of Boston. And then you have this vineyard wind project, which is important to the state of Massachusetts where they need that power to happen and they need it to be sustained and needed to run properly inside the state of Massachusetts. There must be huge discussions about this in the state government. Massive discussions about how these two entities have to work together for the next 20 years, and they are really at each other’s throats. That’s not the way you wanna start an offshore project. And Yolanda, you’ve been around some of these offshore projects. Is it always this tense between the OEM and the operator? Is, is this where all these projects end in some sort of disagreement and [00:42:00] separation?  Yolanda Padron: No, I think, I mean, from my experience. There’s usually someone at some point, and it’s usually, I think, I mean the. The owner, but you’ll stop and say, okay, I need to work with this person. I need to work with this company for the next X amount of years. I need to make sure that they give me the proper documentation once I need it. I need to make sure that they’re doing things in good faith. You know, I mean, if I can’t, it’s not like the technicians have like a camera strapped onto them to, so you can monitor every single blade repair, right? Like you need to make sure that they’re doing things right. Um, and not just patching things up because. Because they’re mad at you. Uh, so, so, no, I think it’s, it’s a little bit crazy to me that no one’s yielding as much. Allen Hall: I think GEs position is we’re gonna give vineyard all the manuals and the equipment would be up and running. You can find somebody to run it. You, you, you think that’s possible On a brand new turbine that [00:43:00] is only one other places on the planet that’s being run, which is over in the uk. Are you gonna be able to find people if GE walks off? Yolanda Padron: I mean, even if you can find people, once GE walks off, it’s like you, you need to be able to train your technicians. You know, like all of these, all of these projects are you, you need to have them in constant supervision. You need to make sure that everything’s working smoothly and you can’t just afford, I don’t know if we’re being really optimistic, like a month of no one touching those turbines. That’s crazy. Like anybody in the wind world is even onshore. Could you imagine if we just walked off a site and just let the wind turbines just be for a month? Like that’s, I mean, I don’t know, I, I’m not super, super well versed in exactly what they’re getting, but are they getting any sort of, at least like technical support? Allen Hall: I don’t think so. No. Yeah,  Yolanda Padron: no rock system, no. Nothing.  Allen Hall: If it all works out like GE wants it to, [00:44:00] no. You get the manuals. You get a, a, a nice, uh. Card in the mail saying Thank you for your business. And that’s it. It, that’s, I think that’s where it’s going.  Nikki Briggs: Doesn’t seem like a good way to, like, doesn’t seem like they’re stand standing behind their product or what they sold. Um, I mean, and it seems like there would be some downstream ramifications for other, other companies that want to buy ge.  Allen Hall: They don’t wanna be in that business. I, I think that’s one of the discussion points that never comes up when the quarterly calls is. Is GE gonna remain in the wind business? Because I think the answer to it is maybe how could a lot, I mean, you said on the financial side of some of these, uh, wind farms and paid attention to the details. If you were losing a billion dollars a year, how long would you be in that business?  Yolanda Padron: I mean, not very long. I think you’d have to change things to make it work. Um, yeah. I mean, I don’t know. I think, [00:45:00] I think it’s one of those things where they’re trying to. Find exactly where they fit into this business, if they still fit in at all. Uh, I really hope they don’t fully back out because of everyone that’s in operations that has GE products out there that’s really gonna need that support. Uh, I think especially for a vineyard’s sake, at the very least that they’ve are doing, that vineyard is doing a better job than a lot of the operators I know at making sure that. Everything you need within operations has been asked for since development and construction. Um, I’m not super, super optimistic about that. Just because like everyone has so many things to do that you don’t like if you’re in development, you don’t always have time to think about. Oh yeah, I really hope they give me the repair manuals in case there’s a lightning strike on the blade at R 20. You know, like it’s just, um, so it’s just. It’s, [00:46:00] it’s just gonna, it’s gonna be a very interesting case study. Whatever they end up doing, I think it’s gonna be something that will be worth following a bit more closely. We’ve seen, there’s been projects where, you know, day one, the OEM just backs off, but that was at least. They knew that, you know, the, the owner knew it two years in advance, and so they tried to get as many people as possible. There were to, to get on those turbines. There were of course mishaps and stuff, um, and it was more of a financial than an engineering decision. Um, but when the decision was made, people knew about it and people had time to act. I mean, people having a week to find, I. Someone to, to, to take care of every single aspect of their site is a little bit insane. Especially, I mean, [00:47:00]with the history of veneer, right? Like, come on, they had a, they had a blade break,  Allen Hall: right? There’s gotta be a lot of questions about the durability. There has to be Right. Even if, even if GEs figured it out, and I think they probably have, and then they’ve put a, a lot of money and time into resolving the issue. You still have to wonder. Is it right? And if you’re vineyard, I think that’s one of the questions is, is it right and could we operate it by ourselves without needing a lot of handholding from ge? Or paying GE more money than we already agreed to, which is probably what’s likely to happen, right? That GE iss gonna ask for more money if they can break the contract legally and renegotiate, that would be a smart move. I think they will try to do it. It’s unfortunate and it causes a lot of grief for a lot of people, but I think GE probably needs to renegotiate and probably Vineyard wants to renegotiate it too ’cause they both feel disgruntled at this point. Yolanda Padron: Yeah, and I think it’s really interesting ’cause we focus a lot on vineyard and just the [00:48:00] way that the OEM and the owner operated with each other just because it gets, it’s so close to such an important part of the country that gets so much PR all the time. It’s just, it kind of sets the mood for a lot of things that go on. So it’s, I mean, it’s not that we’re just picking a lot of vineyards, it’s just really, it’s a really important site just in general from where it is, right? It’s not like it’s in the middle of nowhere. It’s a very important place that gets a lot of attention  Allen Hall: that writes up another episode or the Uptime Wind Energy Podcasts. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn and don’t forget to subscribe. So if you never miss an episode, if you found any value in today’s conversation, I mean any value, please leave us a review. And those reviews, we actually. Take and use to help create the next episode. So send us your notes, send us your comments. Send us what you would like us to discuss. Because the wind energy marketplace and [00:49:00] development are changing so rapidly, it sometimes it’s, it’s faster than we can keep up with. So please send us your ideas. Uh, and anytime you have a chance, please like and subscribe because it really helps other wind energy professionals discover the show. So for Nikki and Yolanda, I’m Alan Hall, and we’ll see you here next week on the Uptime Wind Energy Podcast.

Celebrating 45 years of sobriety today, Star Tribune sports columnist Patrick Reusse joins Chad with his usual brand of fantastic commentary on the Wolves, Wild and Twins.

A TREMENDOUS episode as we talk about the MASSIVE Xbox and Game Pass changes and the return of Assassin's Creed: Black Flag! And we're joined by the terrific Casey Scheld of GamersHeroes.com ! Video gaaaames! Subscribe and rate us via iTunes Subscribe on: Amazon Podcasts, Spotify, iHeartRadio, Pandora DISCORD LINK Watch us on TWITCH! RSS feed: http://sidequesting.podbean.com/feed Hosts: Dali, J.J., Zach, Taylor, Sam, Tom, Jonny, Tyler With Special Guest: Casey Scheld of GamersHeroes SIDEQUESTING PATREON EXECUTIVES: Punkdefied SIDEQUESTING PATREON PRODUCERS: Cricket, Zero the Prototype, Exageneus, Jeff Grubb Topics: Xbox drops Game Pass prices for Taco Tuesday Assassin's Creed IV Black Flag Resynched officially revealed What We're Enjoying: NEOGEO Picade Go! Go! Mister Chickums KuloNiku: Bowl Up! Mouse: P.I. for Hire (review) Little Nemo and the Guardians of Slumberland (review) Chainstaff (review) Parking Garage Rally Circuit: European Tour (review) Pragmata Replaced (review) Review & Preview products supplied by publishers SnackQuesting: Water Music Intro: Zero The Prototype – Powerr Music Outro: N.I.M. – Choice Comments? Questions? Email us at: sidequesting @ gmail.com Image courtesy: Xbox/Fumi Games

WBBM political editor Geoff Buchholz sits down with outgoing Chicago Inspector General Deborah Witzburg.

WBBM political editor Geoff Buchholz sits down with outgoing Chicago Inspector General Deborah Witzburg.

WBBM political editor Geoff Buchholz sits down with outgoing Chicago Inspector General Deborah Witzburg.

Today's topic: The Tremendous Fact — We Have Found A Solution The Big Book makes it clear—there is a solution. Not a theory. Not something we hope works. A real solution that has already worked for countless people. It doesn't come from willpower. It doesn't come from trying harder. It comes from a complete change in the way we live. A new way of thinking. A new way of acting. A new connection that replaces what we used to rely on. The tremendous fact is this—no matter how far gone we were, there is a way out. And it's available right now. That's what we're getting into today. Trudging Together. No one trudges alone.

REBUILDING AGRICULTURE WITH RECYCLED INNOVATION AND RELENTLESS DETERMINATION On this hard-hitting episode of Rural Route, Trent Loos welcomes Avery Zahn, founder of Zahntech, for a powerful conversation about innovation, independence, and the uphill battle facing American entrepreneurs. Zahn breaks down his groundbreaking work turning 100% recycled waste—plastics, tires, and even carpet—into durable fence posts built for real-world ranch use. With production speeds slashed from 14 minutes to just 6, this is the kind of efficiency that could reshape agriculture. But the story doesn't stop at innovation. Zahn exposes the frustrating reality of trying to grow a business that actually helps the environment. After years of chasing support from South Dakota's economic development agencies, he reveals how his project—capable of cutting landfill waste by up to 99%—was repeatedly rejected. Instead of backing down, Zahn chose to move forward without government funding, refusing to sacrifice control or integrity. This episode delivers a bold look at American grit, the fight for rural innovation, and the real cost of doing things the right way in today's system.RURAL ROUTE13 SeasonsPlayingAPRIL 20262026-04-17 RURAL ROUTEEpisode 12026-04-16 RURAL ROUTEEpisode 22026-04-15 RURAL ROUTEEpisode 32026-04-14 RURAL ROUTEEpisode 42026-04-13 RURAL ROUTEEpisode 52026-04-10 RURAL ROUTEEpisode 62026-04-09 RURAL ROUTEEpisode 72026-04-08 RURAL ROUTEEpisode 82026-04-07 RURAL ROUTEEpisode 92026-04-06 RURAL ROUTEEpisode 102026-04-03 RURAL ROUTEEpisode 112026-04-01 RURAL ROUTEEpisode 12

CJ McCollum joins Carl Dukes and Mike Bell to discuss his transition to the Hawks and the team's culture under Quin Snyder. He breaks down the keys to their playoff series against the Knicks and praises the development of teammates like Nickeil Alexander-Walker. 01:18 - CJ McCollum Leadership Role 04:07 - Quin Snyder Coaching Style 07:54 - Keys To Beating Knicks 09:42 - Hostile NBA Playoff Environments

Jay Hatfield calls the developments of failed peace talks between the U.S. and Iran "mildly bullish." Additionally, his expectations for earnings remain high despite uncertainty surrounding the Strait of Hormuz. Jay offers a full perspective around his bull case with a focus on an inflation plunge once the strait reopens. He holds an 8,000 year-end price target for the S&P 500 (SPX). On stock picks, Jay sees tremendous upside in Marvell (MRVL), Amazon (AMZN), and Lockheed Martin (LMT). ======== 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

There's a lot of crazy stuff happening with immigration in the great American state of Texas. What's up with that? Join our radical host, Mike Slater, as he explores how the culture is shifting in the Lonestar State with its recent influx of Indians! Following that opener, Mike gabs with Vickie Paladino, New York City Councilwoman (District 19), about how the latest woke nonsense that NYC Mayor Zohran Mamdani has proposed. How much more can America's largest city take? Tune in and find out! MAGA! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management’s equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach. Timestamps: 00:00:00 – Introduction 00:01:05 – Long-Term Conflict Implications 00:04:04 – Geopolitical Risks and Escalation 00:05:09 – Oil Price Dynamics Forecast 00:08:18 – Futures Curve Analysis 00:10:18 – Supply Shortage Timeline 00:11:24 – Energy Sector Investments 00:13:19 – Infrastructure Damage Assessment 00:16:35 – US Geopolitical Oil Strategy 00:18:14 – Historical Price Parallels 00:21:29 – Stock Valuation Opportunities 00:25:13 – Iran War Possibilities 00:29:20 – Attractive Oil Gas Picks 00:32:38 – Canadian Oil & Gas 00:35:41 – Oil & Gas Producers 00:40:32 – Assessing Companies 00:45:58 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

Podcast: Light on Life Season Thirteen Episode Fourteen. Prayer is far more than a private devotional exercise—it is one of the God-ordained ways His purposes move into the earth. In this episode of Light on Life, we explore how prayer impacts kings, leaders, and nations through vivid examples in the Word of God from Daniel, Jeremiah, Caiaphas, Peter, and the rulers surrounding the […] The post How Your Prayers Release Tremendous Eye-Opening Ability for Good appeared first on emeryhorvath.com. Related posts: How to Maintain Constant Contact With Our Awesome God How to Never Lose Ground Spiritually Again How to Construct Your Prayer Life on God’s Word

Tremendous service at AEBC!

Russ Masterson teaches from John 20

Tonight on The Last Word: Donald Trump fires Pam Bondi and Todd Blanche is appointed as acting attorney general. And House Oversight Committee members say Bondi must testify on April 14. Sen. Sheldon Whitehouse, Rep. Jamie Raskin, Andrew Weissmann, and Rep. Maxwell Frost join Lawrence O'Donnell. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(Oooooo, celebrating 80yrs of community radio) Today's WKXL NH Unscripted guest was Alan Govenar. His latest film, "Quiet Voices in a Noisy World: The Struggle for Change in Jasper, Texas", could not be more timely or urgent as it starts streaming on Amazon Prime late last year. Alan spent thirty years working alongside leaders in Jasper, culminating in a Texas premiere and community screening where he returned more than six thousand digitized photos by Black photographer Alonzo Jordan to the very people who lived that history. This was not just documentary work—it was a tangible act of community partnership, centered on preserving legacies so easily erased. Tremendous interview.

Marc Farzetta joins Birds 365 and doesn't hold back — he's skeptical of Sean Mannion's zero experience and questions why nobody else was knocking on his door. The burden falls on the new OC to prove the Eagles' gamble was worth it.Privacy & Opt-Out: https://redcircle.com/privacy

THE FINAL FOUR IS SET. BRAYLON MULLINS AND UCONN STUN DUKE. Gary Parrish and Matt Norlander recap Sunday's Elite Eight matchups. UConn pulls off an all-time comeback and a dominant Michigan team steamrolls Tennessee on it's way to the Final Four. (0:00) Intro + GP and Norlander in the same room! (2:00) Breaking down the Braylon Mullins game-winner (11:00) UConn is headed back to the Final Four (21:00) Jon Scheyer, Cayden Boozer and Duke have a monkey on their back (44:00) Weekend Whiparound: Michigan steamrolls Tennessee (53:45) Shipt Same Day Delivery of the Game Theme song: “Timothy Leary,” written, performed and courtesy of Guster Eye on College Basketball is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts. Follow our team: @EyeonCBBPodcast @GaryParrishCBS @MattNorlander @Boone @DavidWCobb @TheJMULL_ Visit the ⁠betting arena on CBSSports.com⁠ for all the latest in ⁠sportsbook reviews⁠ and ⁠sportsbook promos⁠ for ⁠betting on college basketball⁠. You can listen to us on your smart speakers! Simply say, “Alexa, play the latest episode of the Eye on College Basketball podcast,” or “Hey, Google, play the latest episode of the Eye on College Basketball podcast.” Email the show for any reason whatsoever: ShoutstoCBS@gmail.com Visit Eye on College Basketball's YouTube channel: ⁠https://www.youtube.com/channel/UCeFb_xyBgOekQPZYC7Ijilw⁠ For more college hoops coverage, visit ⁠https://www.cbssports.com/college-basketball/⁠ To hear more from the CBS Sports Podcast Network, visit ⁠https://www.cbssports.com/podcasts/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Con-Fusion is going worldwide as I am joined by Scotland's "Tremendous" Tommy Lockhart. Tommy sits down to talk about his inspirations in professional wrestling from what made him a fan to what inspired his look and style. We also talk about his charity shows and his time in ICW. He is also gracious enough to give a beginner's guide to the British independent scene!Tommy can be found on social media at:Instagram: https://www.instagram.com/tommylockhart_/We're on social media onFacebook: www.facebook.com/confusionwretlingpodcastTwitter, Bluesky, & Instagram: @thenovaofcass.All the other links can be found at www.linktr.ee/confusionwrestlingpodcast.If you'd like to assist monetarily, there's a tip jar at www.ko-fi.com/cassonova. For more bang for your buck, check out www.patreon.com/cassonova. For as little as $1, you can get the podcast two days early and ad free. You also get weekly exclusives and early access while helping upgrade the equipment. So be like Keith Winn, Alainya, Chris Zack, and Alan Schroeder and check it out!Also, for all your energy drink and workout needs, head to www.reppsports.com and when you checkout, use my coupon code "CASS" at checkout and earn 15% off your order.Oh! And I'm on Cameo now at https://www.cameo.com/thenovaofcassAffiliate Links:Gevi: gevi.pxf.io/AWJxbxPrince Nana Coffee: https://princenanacoffee.com/?ref=ROBKAMERERGet your Tees at: https://www.teepublic.com/user/confusionwrestlingpodcastFor business inquiries, send all messages to rzkamerer[at]comcast.net.

To get the victory in Darlington, Tyler Reddick had to climb some pretty tall mountains. David Styles reports.

In this Lenten meditation, taking inspiration from Eugene Boylan's classic This Tremendous Lover, Father Phil Moss reflects on the Christian call to be "possessed by love." This radical love is not just something we live in specific situations, but something we become through identification with Christ during this season of conversion. By plunging into His merciful heart, we find the strength to love even our enemies, replacing the "thunder" of our own reactions with the enduring peace of the Gospel.

Who dares to make predictions in the current landscape? We do!  Our Predictions are back. Will our track-record continue on a high or will we be fundamentally wrong? Listen in to our Predictions for 2026 Navigation: Intro What will 2026 be all about? AI, AI and … more AI The big Hardware movements Of Start-ups and VCs Regulatory & Geopolitical Headwinds… and the Wars Fintech, Crypto and Frontier Tech Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show:   Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Schmitt Introduction Welcome to Tech Deciphered Episode 74. That would be an episode about some predictions about 2026. What will be 2026 all about? I guess this year is probably starting with a bang. We saw the acquisition of xAI by SpaceX. We saw an acquisition from Grok by NVIDIA. What’s your take about what would be the big themes in 2026? I guess it would be for sure about AI and space. Nuno Goncalves Pedro What will 2026 be all about? Yeah. I predict a year that will be a little bit more of a year of reckoning in some way. There will be a lot of things that I think we’ll start seeing through. The fact that we are in the midst of an amazing transformational era for technology, the use of AI, but at the same time, obviously, a ridiculous bubble that is going alongside it as we’ve discussed in previous episodes. I think that we’ll start seeing some early reckonings of that, companies that might start failing, floundering, maybe a couple of frauds along the way, etc. I’ll tell you what I will not make many predictions about today, which is geopolitics. Geopolitics, I will not make predictions at all. Who the hell knows what’s going to happen to the world this year in 2026? I don’t dare making any predictions on that. Back to things where I would make predictions. I think on AI, we’ll have a little bit of reckoning. We’ll talk about it a little bit more in detail during this episode. Interesting elements around the hardware and physical space. Physical space, we just dedicated a full episode to it. We won’t go into a lot of details on that, but definitely on the hardware side, we’ll talk a little bit more about it. The VC landscape is going through an incredible transformation. We’ll talk about it today as well and some of our predictions for this year. What will happen to the asset class? It seems to be transforming itself dramatically. Obviously, that has a very direct impact on startups, so we’ll talk about that as well. And then to close a little bit the chapter on this, we will address some regulatory and geopolitical, let’s call it, headwinds without making maybe too many complex predictions. We shall see. Maybe by that time of the episode, we will be making some predictions. You guys should stay and listen to us, and maybe we will actually make some predictions about the geopolitical transformations that we will see this year in the world. Then last but not the least, we’ll talk about fintech, crypto, frontier tech, and a couple of other areas before concluding the episode. A classic predictions’ episode. We normally have a pretty good track record on some of these, but right now, the world is going a bit interesting, not to say insane. Bertrand Schmitt Yes, and going back to some news, Groq technically was not acquired, but, practically, it’s as if it got acquired. I’m talking about Groq, G-R-O-Q. The AI semiconductor company focused on inference AI, and it was late December. It was a way to end the year. This year, we started again with an acquisition of xAI by its sister company, SpaceX. I guess that’s where we are starting. AI, AI and … more AI We are going to start on AI. That’s definitely the big stuff. Everything these days, I guess, is about AI or has to have some connection with AI, or it doesn’t matter. I think every company in the world has seen that. You have to have the absolute minimum on AI strategy. You better execute on this strategy and show results, I would say. For the companies that were not AI native, you truly have to have a way to transform yourself. I guess at some point, the stretch might be too much, and it’s not really reasonable. Then you maybe better stay on what you are doing, especially if you’re in tech, you better be moving faster to AI. Nuno Goncalves Pedro Just to highlight, and I think throughout the episode, you’ll see that there’re obviously a lot of implications that would manifest themselves into capital markets. I mean, we’ll specifically talk about VCs and startups later on. But the fact that everything needs to be AI, the fact that there’s so much innovation happening right now, in my opinion, and this is maybe the first pre-topic to AI, is we’ll see a tremendous increase in M&A activity this year across the board. I mean, we’ve seen already some big acquihires we mentioned in some of our previous episodes, but we’ll see a lot more activity on M&A this year. Normally, that’s a precursor to the opening of capital markets. I predict also that there will be a reopening of the IPO market that never really reopened last year, to be honest. M&A, a lot more, reopening of the IPO market. Normally, it happens in the second or third quarter of the year. That’s what my M&A friends tell me. First quarter of year, everyone’s figuring out stuff. Then last quarter of the year, things should be more or less closed. Maybe the third quarter is the big quarter. We shall see. But definitely, as a precursor to our conversation today, I think we’ll see a lot of M&A, and we’ll see reopening of the IPO mark. Bertrand Schmitt I guess last year was not as big as you could expect on M&A given the tariff situation announced in April and May. I mean, it became quite tough to do IPO in such market conditions. Definitely, we can hope for something dramatically different in 2026. I guess talking about public markets and IPO, I guess the big one everyone is waiting for is SpaceX. SpaceX getting even more interesting with its xAI acquisition. Nuno Goncalves Pedro Do you think that because of the acquisition, it’s more likely that it will happen this year, or because of the acquisition, it’s less likely that it will happen this year? Bertrand Schmitt That’s a good question. My guess is the acquisition of xAI is all about xAI needing more financing and cheaper financing. This acquisition is a pathway to that. SpaceX being a much bigger company, a company that is also making much more revenues. I could bet that there is higher probability that, actually, SpaceX will go public in order to finance itself. At the same time, will it have enough time to prepare itself for the IPO given this acquisition just happened? Can they do that in 6 months? I mean, if anyone can do it, I guess it’s Elon Musk. It’s a strategy to present an even more attractive company with an even more interesting story, a story of vertical integration from AI to space. I guess the story as it’s presented itself right now, it’s one about having your AI data centers in space. Because in space, you have much better solar energy production with solar panels. You have a perfect cooling situation because you are in space. Thanks to Starlink, you have the mean to communicate between the satellites and with Earth itself. I think if someone can pull up a story like AI data center in space, I guess Elon Musk can. There is, of course, a lot of questions about is it practical? Is it economical? Yes. I certainly agree. I’m not clear on the mass, and can you make it work? Again, I mean, Elon Musk single-handedly, with SpaceX, managed to transform the space market on its head. I mean, they are the biggest satellite launching company in the world. They have the most satellites in the world. I mean, I’m not sure I would bet against him, and I guess I would probably believe that he could pull up something. Time frames, different story. The 2-3 years data center in space for AI as cheap as on Earth, I have more trouble with that one. I mean, it’s a usual suspect with Elon Musk. You promise something unachievable in a few years, but, ultimately, you still manage to reach it in 5 or 10. Again, I would not bet against the strategy. Nuno Goncalves Pedro Yeah. I’ve talked to a couple of space experts, people that have launched rockets, and have worked JPL, NASA, and a couple of other places, etc. For what it’s worth, their feedback is, “No way in hell, and we’re decades away.” We’ll see. I mean, to your point, Elon has pulled very dramatic stuff. Not as fast as he normally says he’s going to pull it, but within a time span that we all see it. Difficult to bet against him. In terms of actually the prediction, maybe to respond to the prediction as well, will SpaceX IPO? I’m going to make a prediction that has a very high likelihood of missing the mark, but I think Tesla’s going to buy and merge them both into it. It’s going to become a public company through Tesla. That’s my hypothesis. Bertrand Schmitt No. That’s supposed to be it. That’s how you solve that. Nuno Goncalves Pedro And Elon controls the whole universe. X, xAI, Tesla, SpaceX, all under one umbrella beautifully run. And SolarCity is well in there, of course, so wonderful. Bertrand Schmitt That’s possible. Certainly, you are not the only one thinking Tesla will acquire or merge with SpaceX. To remind everyone, Tesla is around 1.3, 1.5 trillion market cap. Depending on the day, SpaceX seems to be valued at similar range, 1.2, 1.3 trillion. It looks like it’s the most valued private company at this stage. These are companies of similar size, so that’s one piece of the puzzle. When you think about the combined company, we could be talking about a 3 trillion entity. Playing right here with the biggest companies in the marketplace today. Nuno Goncalves Pedro With a couple of tweets from Elon, it will rapidly get to 4 to 5 trillion. Bertrand Schmitt That’s so tricky. Nuno Goncalves Pedro Yes. On AI and back to AI, one thing I think that we’re about to see is this will probably be the year of agentic AI. Obviously, we predict a lot of growth on that side of the fence, in particular on the enterprise B2B side. We see a lot of opportunities coming through. From our perspective, at least at Chamaeleon, we generally believe that there’s going to be a lot of movements on agentic AI. It’s also going to be probably the year of the first big fails of agentic AI that will be newsworthy. There will be some elements about that loop and how it gets closed that will happen. I think we might see some scandals already. We’re already seeing the social network of bots talking to bots. We will see other scandals going on this year even in the consumer space and in the bot to bot space, which we now can talk about or in the AI agent to AI agent space. My prediction is we will see some move forwards. There’ll be some dramatic funding rounds along the way. We’ll see a couple of really cool things out of the gates coming out that are really impressive, but we’ll also see the first big misses of the technology stack. I don’t think we’ll go fully mainstream yet this year, so it’s probably maybe something more for 2027 along the way. That would be my prediction again. I think enterprise will lead the way. We’ll definitely see a lot of stuff on consumer as well that is cool. Then we’ll all have our own personal assistance in our hands, basically, literally in our phones. Bertrand Schmitt Going back to agentic AI, we also started the year with some pretty dramatic move. I mean, the launch of Clawdbot, renamed OpenClaw. I mean, this stuff took fire in like a week or 2. It was coded by just one person who actually didn’t even code the product but used AI to build the product, 100% used AI, proposing some new ways also to leverage AI to do coding. He has a pretty unique approach. It’s not vibe coding. I would say it’s a better way to do that. Then the surprising evolution with the launch of a social network for AI agents, Moltbook. I mean, this stuff, probably there is some fake in it. But at the same time, I think it’s quite impressive because it’s the first time we see truly 100,000 plus agents communicating directly to each other. Yeah. I mean, that’s the first time we see surfacing the possibility of some sort of hive mind on the Internet. It’s pretty surprising. Right now, all of this is a hack done in a few days. By end of year, by 2 years, 3 years, we might discover that, actually, the best approach to AI might not be the AI assistant like we are doing today, but a combination of hundreds of thousands of AI working closely together. We might be witnessing the first sign of new intelligence in a way. Nuno Goncalves Pedro Things like this social network might either be Skynet, the beginning of Skynet. They might be the beginning of Her, or they might just be a fad and nothing really happens. It’s just interesting to see what these agents are doing. Bertrand Schmitt Totally. Nuno Goncalves Pedro Obviously, there are real and clear and present dangers of some of the integrations of AI we’re seeing in the market. Interesting enough, and I’ll ask you for your prediction a bit, Bertrand. I think we’ll probably see the first big mishap of AI being used in some infrastructural decision in the age of AI. I mean, we’ve seen AI issues in the past and software issues in the past. We talked in previous episodes about that as well. Mishaps of software that have led to people dying. But I think probably the first big mishap will happen this year as well. Very public mishap of the use of AI and serve its interactions with infrastructure or something that’s very platform related, etc, that will have big impact that everyone will notice. That’s my prediction for the year as well. We’ll have the first big oops moment, as I would call it, for AI in this new age of full on AI. Bertrand Schmitt I would say first some perspective. I think today, people are not using AI directly for life and death decision, at least not that I’m aware. We’re not going to let AI fly a plane, for instance, tomorrow so you can be, reassured. At the same time, given there is such a race to AI, there definitely might be some mistakes. We were talking about the social network for AI agents, Moltbook. Apparently, all the keys used to secure the AI were shared by mistake because it was not properly locked down. We can see that indirectly, mistakes will be made for sure. Two, it’s highly probable that some people will trust AI too much to do some stuff, and this stuff might not work and might have some grave consequence. Hopefully, there is not so much of this. Hopefully, it’s mostly AI used for the good. But you’re right. I mean, at some point, the more we use the technology, the more there would be issue. I mean, it’s highly probable. Nuno Goncalves Pedro That will lead me to another prediction, which is, and we’ll talk about more of it later, but it probably will lead to the first significant movement in terms of regulatory environment certainly in the US at some point if it happens in the US in particular, where there will be some movement that will be like, “Hey, you guys can’t do this anymore.” Because this will probably emerge from mismanaged interfaces. From systems having access to stuff that they shouldn’t have access to in the first place. Talking a little bit more about what’s happening in AI. You’ve already mentioned some of the issues that relate actually to security and cybersecurity. We keep talking about AI. We keep talking about all these infrastructure pieces and platforms that are being built. I think we’ll have a lot more incidents like the one you just mentioned where things will be shared that shouldn’t have been shared, where people will break systems and get into it, etc. Let’s see where that takes us, which is a little bit ironic because, obviously, with AI, the promise is that cybersecurity becomes more robust as well because there’re agents working on our behalf on the cybersecurity side. There’s also agents working on the other side. Bertrand Schmitt It’s a constant race. It’s the attackers, defenders. Each time you have new technology, you have a new race to who is going to attack or defend the best. Each new wave of technology, it’s an opportunity to challenge the status quo. Nuno Goncalves Pedro The attackers have been winning, and I feel they’ll continue winning in 2026. I think it’s going to still be a year of attack. We’ll see more and more breaches, more and more stuff that will happen. Bertrand Schmitt I don’t know if they will win. I mean, it’s normal that they win once in a while. For sure, some infrastructure is not updated as it should. Some stuff are not managed as it should, so there will always be breaches. I don’t know if things are dramatically going to change because, again, everyone who cares who is going to update his infrastructure with AI for defense. There is no question that you have no choice. We will see. That I don’t know. For sure, AI will be used to attack directly with AI. Maybe you’re able to do bigger, larger scale attack. Or thanks to AI, you are simply able to create new type of attacks more easily. AI can be used behind the scene as a way to prepare and organise new type of attacks, even if it’s not used directly live in the battle. Nuno Goncalves Pedro One topic that we’ll come back to later is the geopolitics of everything, but maybe more broadly. On the geopolitics of AI, it’s very clear that we have an arms race going on. Obviously, the US on the one hand, China on the other hand is the two extremes, putting tremendous amount of capital into data centers just at the base of that infrastructure. Chipset development, chipset access, a huge theme in terms of the export restrictions, etc, that are being forced by the US. I think it will continue. From a European standpoint, obviously, they’re stuck between a rock and a hard place, to be very honest. Let’s see what happens on that side of the fence. My view of the world is that certainly from a US and China perspective, we’re going to see a lot more movements in 2026, like big movements. The Chinese movements we always see in delay.  It takes us a couple of months, sometimes even more than that to understand exactly what’s going on. I think we’re going to see some huge moves this year in terms of the States, the United States of America, and China really pouring capital into the creation of the next big winners around AI. I think the US is obviously more visible. We see a lot of these companies. We’ve just discussed xAI and its acquisition by SpaceX or merger. I don’t know what they’re calling it exactly. Effectively, on the China side, the movements I think are already very big. As I said, it will take a while to figure out exactly what those moves are. One thing that I propose is that at some point, China will have very little dependency on chipsets from the US. I’m not sure it’s going to happen this year, but I think the writing is on the wall. Irrespective of any other geopolitical issues that is coming to the fore at this moment in time. That’s one of the key areas or in arenas of fight. Bertrand Schmitt It makes sense. If you are China, you will look at what happened. You would think that you cannot just depend on the largest of one country. It makes rational sense, the same way it makes rational sense for the US to limit exports to China because there is value to delay some peer pressure that could use these technologies for good but also for bad. If you were an ally of the US, that would be one thing. But when you are not an ally of the US, that certainly should be a different perspective. Maybe one last point concerning agents, I think there will be a lot that will revolve around coding. We can see OpenAI with Codex. We can see Cloud with code. There was, of course, [inaudible 00:18:28] that was trying to be big on agentic coding. I think agentic coding was one of the big transformation in 2025 and is going to get bigger in 2026. I think for a lot of people who do coding, there was a radical transformation in terms of what you can achieve, what you can do, how much you can trust AI to help you code. I start to think we might see this year, the replacement of not just one AI replace one coder, but one AI replace a full team because of the new ability to manage that at scale. Coding might be a common activity where you are going to think about outcomes, think about objective, think about how you organise, but not really coding by itself anymore. A big change, like you used to code, directly your hand on the stuff, but step by step, everyone is going to become a manager of agent. I think in one year, we saw enough transformation to think that in the coming year, the transformation can be even more dramatic. Nuno Goncalves Pedro The big Hardware movements Now switching gears to hardware. Obviously, a lot of movements in 2025 and over the last few years. One piece of thesis that we’ve had long-standing at Chamaeleon is that we will see the emergence of AI devices. Some of them have been tremendous failures as we discussed in the past. I predict that we’ll have a couple of really interesting full stack AI devices in the market this year. Why does that matter? Because, as many of you know, obviously, there’s compute that can happen in data centers and cloud infrastructure all over the world, but also there’s compute that can happen at the edges. The more you can move to the edges and the more you can create devices that actually allow you to have user experiences that are very distinctive at the edge, the more powerful some of these devices might become. I predict Apple will not be the first to launch anything on this. I predict probably OpenAI, after the acquisition of IO, will maybe not launch something this year, but will announce something this year. I’ll step back on that prediction. They’ll announce something this year, but maybe not launch. But we’ll start seeing some devices that have some interesting value in the market, probably devices that are AI devices, but they are very focused on very specific user flows, and so very much adequate to specific activities. I won’t make a prediction on that, but I think areas that would make sense for that to happen would be obviously around fitness, health, et cetera, et cetera, where we already have the ascendancy of products like Oura Ring and others out there. Definitely, that’s one area that might have quite a lot of developments. I think AI-first devices, devices that are very focused on compute at the edges, providing user flows that are AI-enabled to end users, we’ll see a lot more of that and a lot more activity this year. Again, I don’t think Apple will be necessarily ahead of the game. Again, maybe OpenAI will give us something to at least think about and look forward to. Bertrand Schmitt First, I’m not sure it will be that transformational because if it’s not in your phone, in your pocket, there is only so much you can do with it, and there is only so much computing power you will have. I’m doubtful it would be really impactful this year. Nuno Goncalves Pedro I feel we’ve been discussing this shift of paradigm in input and output. For me, some of these devices could lead to that shift. Because, again, a mobile phone is not a great long-term paradigm for the usage that we have because it’s really constrained by the screen. The screen is really what takes most of the battery life away. If we didn’t have that screen, what could we do? If we have the block that is as big as a mobile phone, and it didn’t have a screen, it was just compute, that’s a mini computer, a microcomputer. Bertrand Schmitt That’s a fair point, but I don’t see that transformation this year. That’s really more my point. I can see that you can have AI-enabled smart glasses, and it’s clear there is a race to AI-enabled smart glasses. My point is more to go beyond the gadget, it would take quite a while. It would need to have cameras. It would need to analyse what you see. It would need to hear what you hear. Again, it might come, but then at some point, it would be okay, what do you do with it? We have the example of the movie Her. That’s showing Her what it could be. There are definitely possibilities. It’s clear that if you take the big VR headset like the Apple Vision Pro, there is a failure from that perspective in the sense that I think it’s a great, amazing device. The big problem is that it’s doing way more that makes sense. I think there will be a clearer separation between your smart AR glasses that has to be light, that has to be always unconnected, and that’s primarily there to help you make sense of the world around you. The true VR headset that doesn’t really require much in terms of AI, and it’s just there to immerse you in a different world. For this, we know, unfortunately, in some ways, that there is not a lot of demand for it. Maybe there is little demand because you are too hidden in your own world. The technology is not working well enough yet. There are a lot of reasons. But I think Apple trying to do both at the same time, AR and VR, with the Vision Pro, was a pretty grave structural mistake. I think we would see a clearer line of separation between the two. There is bigger market opportunity for AR glasses. That, I certainly agree. There is opportunity to connect that to a computing device. As you talk about, your glasses are your screen, your phone becomes something in your pocket connected to your glasses. Nuno Goncalves Pedro For me, Apple has their way of doing things. From the perspective of what you said, they normally really plan their devices. Even if it’s a big shift in terms of a new area, like they tried with the Vision Pro, and we criticised them for launching it as a device that should have been more of a dev device that they really launched as a full-on device, but that’s their playbook, classically. I think Apple needs to change how they put products out and how they experiment with those products, et cetera. I think they have enough money to be doing everything all the time and figuring it out. If they don’t want to put it out, then they need to do a lot more hell of testing internally with their silos, but they should be playing across all these arenas, VR, AR, everything. They just should put devices out that are either ready for prime time, or they should call it something else. They should call it like this is a dev device or whatever it is. Bertrand Schmitt I agree with you. My complaint is more that it was marketed as a consumer device when it was not. It was a true developer device. Two, they tried to mix the two at once, and it made no sense. No one is going to walk in their home or in the street with their Vision Pro on their head. You have to be deranged, quite frankly, to have use cases like this. I think that for me is a crazy mistake from a company like Apple that prides itself in pure UI, pure user interface, very well-designed device for one specific use case, not mixing the two use cases. We still don’t have Macs with a touchscreen, you know?  We still don’t have an iPad with a good OS that makes use of this great hardware. For some strange reason, they decided to mix everything in the Vision Pro with a device that weighs a ton on your head and is so uncomfortable. That’s why, for me, I’m like, “Guys, what is wrong? Why did you let this team run crazy?” I hope at some point, Apple will go back to the drawing board. My understanding is that that’s what they are doing. They are going to have two devices, one smart glasses, an evolution of the Vision Pro, just focus on VR. They might actually abandon the concept of the pure VR-oriented headset. Because, from a market size perspective, it might not be big enough for Apple, quite frankly. Nuno Goncalves Pedro I read on all of the above, and people at this point was like, “Why are then players like Samsung and others not doing it. LG, et cetera?” Because those players historically have not invented new categories. They’re amazing at catching up once the category is invented, and then they scale the hell out of it, and that’s what these companies have been exceptional at. I wouldn’t see a dramatic innovation, I think, in terms of devices coming from any of the big ones on that side of the fence. Not to disrespect them in any way, but I think that’s not been their playbook ever. Again, if the origination doesn’t come from a start-up or from an Apple, I don’t see those guys going after it. My bet is that we’ll see some start-up activity and, again, hopefully, some announcement from IO now within the OpenAI world. Bertrand Schmitt I would slightly disagree with you. I see where you are coming from. But take the Samsung Galaxy Note, that sudden much bigger headphone that no one was doing that was launched by Samsung, at some point, it forced Apple to launch an iPhone Max. Let’s look at the Z Fold that Samsung launched 7 years ago, copied by everyone. Now Samsung launching a trifold. Apple has still not launched their foldable phone. I think there is a mix, actually, of sometimes- Nuno Goncalves Pedro For me, that’s not a proper new category. It’s still a mobile phone. It just happens to have a screen that folds in half. Bertrand Schmitt The iPhone was still a mobile phone, you could argue.  Nuno Goncalves Pedro No. I think the iPhone was…  I could actually agree with you on that point. Maybe Apple is not as innovative in that case. I think what Steve Jobs was exceptionally good at in terms of his ability as this master product manager was to be an exceptional curator of user flows and user experiences, and creating incredible experiences from devices based on that. That was his secret sauce. Could you say, “Wasn’t all of this stuff already around?” It was. You just put it all together very neatly and very nicely. But if you’re talking about significant shifts in how a category is done, the iPhone was a significant shift in how the category was done. The Fold is still an interesting device. I actually have a Fold right now in front of me. The 7 that you highly recommended to me that we both got, the Z Fold 7. I think they do amazing devices. I don’t think they normally are the most innovative players. Then, when they come to innovation, it comes from technology edges. Obviously, they have Samsung Display, there’s a bunch of other things. They had the ability to do foldable screens in-house themselves. Bertrand Schmitt I don’t disagree with you. I think there is an interesting situation where some companies have some strengths, another one has some strengths. My worry with Apple is that this was not demonstrated with the Vision Pro. The Vision Pro was a hot pot of technologies barely integrated together, with use cases absolutely not well-defined and certainly not something that makes sense for most of us. There is a question of has Apple lost it? While Samsung actually keeps doing their own stuff, that, yes, might be more minor improvements, but at least they are doing it. Because it looks like Apple is missing the train on even the minor improvements. By the way, you might not be aware, but Samsung launched its Vision Pro competitor. Interestingly enough, it might be a better product in some ways, being much lighter and much more comfortable. Nuno Goncalves Pedro We should play around with that and report back to our listeners. Of Start-ups and VCs Moving to venture capital and the startup ecosystem and what’s happening there, I think it is very much a bifurcated environment, and it’s bifurcated for both VCs and for startups. If you’re a startup in the AI space, and you have the hottest team since sliced bread, and you can create FOMO at the speed of light, you can raise ridiculous rounds. Five hundred million at the $3 billion, or $4 billion, or $5 billion valuation, and you still haven’t really even started. First round, you can raise 500 million. That’s back to the whole discussion on Bubble and where are we, et cetera. Some of these companies might actually become huge, some of them might not. But definitely, we are seeing really the haves and have-nots on the startup ecosystem with incredible teams raising a lot of money very, very early on or mid-stage if they’ve already existed for a while, and then the rest not being able to raise. We see a lot of non-necessarily AI sectors, some of the areas of SaaS that don’t necessarily have AI in it, or fintech, or the consumer space that are really, really struggling. If you don’t have an AI story for your startup right now, it’s extremely difficult to raise money unless your numbers are just the best numbers ever. That’s, I think, the first part of the element of bifurcation that we’re seeing today. The second element of bifurcation that we’re seeing today in terms of fundraising is for VCs themselves, and really propelled by the large VC firms raising more and more capital in recent orbits, announcing 15 billion across funds raised. Lightspeed, I think, had made an announcement a couple of weeks ago as well. They’ve raised a bunch of money as well. The big guys are all raising a lot of money. At some point in time, the question some of you might ask is, “These VCs are redeploying more and more money if they have a couple of billion for a VC fund. How does that look like? Is that still VC?” My perspective, I’ve shared before in some of our previous episodes, is that that’s no longer venture capital. At that point in time, we’re talking about something else. Private equity hedge funds, if you want to call them, maybe funds that are really driven by growth investment or late-stage investment. If you have a couple of billion under management, you’re not going to make your returns by writing a $3 million check in a series seed and leading that round.  That has implications for everyone in the ecosystem. It has implications for smaller funds that obviously have a lot more difficulty in raising capital. It’s difficult to differentiate. Last but not least, also for startups that really continue searching for that capital that is out there. Andreessen Horowitz, for example, runs Speedrun, which is a great program for companies around consumer in particular. Initially, it was a lot for gaming. But at some point in time, Andreessen Horowitz could decide that they don’t want to invest more in you. They just put money from Speedrun, which is obviously a very small check compared to the very large checks they could write mid to late stage and that will have an effect on you as a startup. What happens at that point in time if Andreessen Horowitz is not backing you up in later stages? More than that, what happens if I can’t get these big funds interested in me? Are the small funds still valuable to me? Punchline, my view is yes. Obviously, we’re a smaller fund, so there’s parochial interest in what I’m saying. Small funds can still create a ton of value for you, also in terms of credibility, ability to accompany you in those first stages of investment, and the ability to bring other larger investors later down the road as well. There’s definitely a big movement happening in terms of the fundraising for VC funds, which we shouldn’t neglect, which is the big guys are raising a lot more capital and are therefore emptying the market to smaller funds that are having more and more difficult raising at this point in time. We had discussed that there would be a need for concentration in the industry, that micro funds would need to concentrate, and we didn’t have the space for so many micro funds as we had around. But the way it’s happening is extremely dramatic at this moment in time. I think it will continue through 2026. Bertrand Schmitt Remember a few years ago, with the rise of AI, there was more and more of the question about, “What’s the point of SaaS at this stage?” Because SaaS was around for 15 years. Basically, how do you come up with something new that was not already tested, validated by the market? How do you bring something new? We say this was reinforced to the power of 10. If your product is not clearly built from the ground up for a new use case enabled by AI, anyone could then might have built your product 5, 10 years ago, and therefore, why now has no clear answer, and it’s a big problem. I’m still surprised myself to still see some entrepreneurs where you talk to them about AI because you don’t see them in the deck, and they explain to you, “It’s not yet there,” and you’re like, “What’s wrong with you guys?” Fine. Do whatever you want. Do a small business and whatever, but don’t think you can come up pitch and raise without an AI story. The second category is people who come with an AI story, but you can feel very quickly, I guess you saw that many times, Nuno, where just a story layered on top with little credibility. It’s not better. It’s not enough to just have a story. Your business needs to be radically built differently or radically proposing some brand-new use cases that were impossible to solve 5 years ago. Nuno Goncalves Pedro To stack up on that, absolutely in agreement. If you’re just adding to the story, and it’s an afterthought, and you’re just trying to make the story somehow gel, once you go into one or two layers of due diligence, your investors will very quickly realise that you’re not really AI-first or dramatically AI-enabled or whatever. It’s just you’re sort of stacking something on top of another thesis. It needs to make sense from the product onwards. It’s not just, let’s just put it together with chewing gum, and magically, people will give you money. It was true also if we remember the good old crypto blockchain days, where everyone’s investing in crypto. A lot of stories that didn’t make much sense. In that sense, it’s not very different. I would go one step further. I think in the world of the VC winter that we’re a little bit in, where it’s more and more difficult if you’re a smaller fund to raise your fund at this moment in time, there’s a lot of sources of distinctiveness still talked about, like proprietary networks, access to deal flow, fast track record, all that stuff that really, really matters. But our bet continues at Chamaeleon continues being that you need to be AI-first as a VC fund yourself. You need to have core advantages in using not only readily-available AI tools or third-party available AI tools, data sources, technology stacks, but actually building your own stack over time, which is what we did with Mantis at Chamaeleon. Again, just to reinforce that, I think we’re at the beginning of that stage. We, Chamaeleon, are ahead of the game, but we think that the rest of the market will have to move towards that as well. Still, to be honest, very surprising to me to see that many significant large players are doing very little still around some of these spaces. They have data scientists. They’re running some tools. They’re running some analysis and all that stuff, but it’s still, again, back to the point I was making for startups, all glued up with chewing gum. It doesn’t all come together nicely, which it does need to from a platform standpoint. Bertrand Schmitt It’s quite surprising. I agree with you that some VC funds might think that they can do business as usual in that brand-new world. It’s difficult to believe. Nuno Goncalves Pedro Maybe moving a little bit toward the capital formation piece. We already discussed the M&A space really accelerating. We’ve also discussed the IPO market and some predictions on that. Secondaries, there’s obviously a lot of liquidity coming from secondaries from mid to late stage. I think it will continue throughout the rest of 2026. A lot of activity in buying, selling in secondaries as some asset managers are becoming more distressed, as some very high net worth individuals and family offices are becoming more distressed as well, at the same time, where there’s a lot of opportunities to potentially arbitrage around some investments. I believe a lot of money will be made and lost this year by decisions made this year, just to be very, very clear in terms of equity, purchases, et cetera. Exciting year ahead of us. Definitely a very, very interesting market ahead of us. Secondaries, M&A, growth, and late-stage investing, also, early-stage investing will continue just for those that were wondering. Last but not least, the public markets, the IPO market as well. Bertrand Schmitt One of the big questions for the IPO market would be, will SpaceX go public? Would it be good for the startup ecosystem? Because suddenly that they go public, it would be to raise money. If they raise money, will there be any money left for anybody else? That would be an interesting test of the market. For sure, it would be proof that market are risk on financing a new IPO like this one. Or as you said, maybe there is no IPO, and it’s a merger with Tesla. Time will tell. Nuno Goncalves Pedro Regulatory & Geopolitical Headwinds… and the Wars Moving maybe to our topic of regulation and geopolitical headwinds, as we’re seeing … definitely not tailwinds. The Google antitrust verdict and, obviously, the remedies are expected to come forward now, and a lot of people are saying, “There are some risks of structural separation.” What do you think? Is it cool, but nothing will happen in the end dramatically? Alphabet or Google? I’m not sure, actually. It’s Google LLC. I think that’s the case. It’s The United States versus Google LLC. Bertrand Schmitt I’m not sure. Personally, I’m not a big fan. I think there needs to be a better way to manage some anticompetitive behavior. I’m not a big fan. There was this temptation to do that for Microsoft 25 years ago. Look at what happened. No one needed to buy Microsoft to leave space for others. I see the same with Google, and I guess they are happy to not be the number 1 in AI today, but to have an open AI in front of them. Even if they are doing a great job, by the way, to move forward and go faster and faster. Personally, quite impressed now with some of what they have released. Gemini 3 is doing great from my perspective. I’m not a big fan of this. I think to be clear, it’s important that bigger companies don’t behave anticompetitively, but at the same time, we need to find the right approach where it’s not about breaking these companies, and it’s also not about forbidding them to do acquisitions. Because then you end up with what NVIDIA just did with a $20 billion acquihire IP licensing type of acquisition, because they didn’t want to have the uncertainties. They didn’t want to wait 1–2 years in order to acquire the people and the technology, so they organised it in a different way. But I don’t like that. I think they should be able to acquire companies without facing so much uncertainty. To be clear, it’s not new. Uncertainty when you are Google, NVIDIA, or others, it happens. It has happened for a decade plus, 2 decades. I think there needs to be, for sure, some safety valves. At the same time, we want an efficient capital market. An efficient capital market need companies that can acquire other companies. If you don’t do that efficiently, it will be worse for the entrepreneurs, it will be worse for the investors, it will be worse for everybody. I think we have not reached a good equilibrium from my perspective. We need more efficient acquisition process. And at the same time, we need to also enforce faster anticompetitive behavior. Because what you talk about concerning Google, this is a case that was what? That is 10 years old. You see what I mean? This is way too long. If you’re a startup, you are dead by then. It’s like the story of Netscape facing Microsoft. They were dead long after the fact. I think we need a different approach. I’m not sure the best answer. I’m not sure we’ll get a better approach. There are probably too many vested interest. My hope is that it will get better with this current administration because, certainly, the past administration was very anti acquisition and efficient markets. Nuno Goncalves Pedro We’ve talked about the European Union AI Act a bunch of times, so I don’t want to spend too many cycles on that. The only effect that I would say is we are seeing in very slow motion the splitting of the Internet. I once had Tim Berners-Lee, by the way, shouting at me that we were going to break the Internet when we were applying for the .mobi top-level domain. I was part of that consortium that eventually did get the .mobi top-level domain, and I had him shouting at us. But, apparently, this is going to split the Internet, Tim. So in case you’re listening. Because it will create all these different rules. If your data is relating to consumers there, then it’s treated in a different way, and The US is… Well, obviously, we have the case of California with its own rules and laws. I don’t know. I feel we’re having a moment of siloing that goes beyond economic and geopolitical siloing. It will also apply to the digital world, and we’ll start having different landscapes around it. We’ll see how this affects global expansion of services, for example, around AI, particularly for consumer, but I don’t foresee anything dramatically positive. Recently, we had the whole deal around TikTok finally having a solution for their US problem where there’s now a US conglomerate magically that owns it. The conglomerate doesn’t magically own it, they just straight up own it for the US. But it was driven by many of these concerns around data ownership. Where’s the data? Where is it based? I think a lot of other concerns that have to do with the geopolitics of China, obviously, being the basis of ByteDance, the owner of TikTok, that still is a significant owner, by the way, in TikTok in US. Then also the interest in the economics of making money out of something as powerful as TikTok, to be honest, in The US. Just to be clear, I don’t think this was all about the best interests of consumers. It was also about money. Just follow the money. Bertrand Schmitt There are for sure, some powerful interest at play. But let’s be clear. I think one is data, as you rightfully said, but the other one is algorithm. It’s not as if China is authorising any competitor on its territory. They have blocked access to most of the Internet platforms from the US, either finding new rules or just trade blocking them. So I don’t think it’s fair competition. You don’t want some of that data in China about the US or European consumer. Three, it’s about the algorithm. If suddenly, you are a foreign power, and you can as we know in China, you better follow what’s required of you from the Chinese Communist Party. You cannot take a chance with influencing other stuff like elections in other countries. It’s fair from the US perspective. One could even argue it’s fair from a Chinese perspective to want that. I think the only one in the middle who doesn’t really know what they want is Europe because on one side, they want to benefit from American platforms, on the other end, they want to have some controls. On the other end, they don’t create the environment for startups to flourish. So in that weird situation where they have to accept some control by the big US providers and either provider of underlying infrastructure or provider of consumer business facing services. Then they try to regulate them. But I think they are misunderstanding the power relationship, and I think some of this regulation would get some blowback, at least by the current administration. Just, I believe, this morning, there was some news around X being under a criminal investigation in France. This is not going to end well for the French startup and VC ecosystem. This is not going to end well for France and Europe when you depend so much from your American friends. Nuno Goncalves Pedro Regulation will be weaponised. Regulation constraints around exports, all of this will be weaponised geopolitically, and the bigger guys will normally win. I think that’s normally what we’ve seen. Just on TikTok just to… And you guys, if you’re listening to us, just see if you see a pattern here, but obviously, 19.9% still owned by ByteDance of the TikTok entity in the US. It was initially said that 80% of the TikTok entity is owned by non-Chinese investors. Initially, people were saying US investors, and then they changed it to non-Chinese because MGX, I think, has 15% of it. MGX is based in the UAE, connected obviously to Mubadala, the Abu Dhabi sovereign wealth fund. Silver Lake is in there, I think, with 15% as well. Oracle as well with 15%. Those three are the big bucket owners together, 45%. Silver Lake having collaborated with MGX before, and I’m sure a lot of connectivity there. Then you still see a pattern in this in terms of shareholders. If you don’t, then just Google it. Dell Family Office, Vastmir Strategic Investments, which is owned by billionaire Jeff Yass, Alpha Wave Partners, obviously involved with a bunch of things like SpaceX and Klarna, Virgoli, Revolution, which is Steve Case’s, a former founder of AOL, is also in there. Meritway, which is managed by partners, I think, of Dragonair. Vinova from General Atlantic, an affiliate of General Atlantic. Also, NJJ Capital, which I believe is Xavier Nil, the French billionaire that founded Iliad. Mostly American, I think, if the math is correct. 80% non-Chinese, which was what mattered, I think, in many cases. But do see if you saw a pattern in most of those investors. I won’t say anything more than that. Maybe moving to other topics, maybe just to finalise on regulation and geopolitics. In geopolitics, we should talk about wars if we predict anything. Not that we are nasty and one want to be negative, but what the hell is going on? Will we have ending to the wars we already have ongoing or not? But before that, the struggles on the App Stores, I think, will continue both for Apple and for Google Play Store. The writing’s on the wall, the EU keeps pushing it dramatically and Apple keeps just doing stuff. I’m on the board of an App Store company. Apple just creates all these things that basically make you not really… It doesn’t work. You can’t provision then an App Store on Apple devices. On iPhones, et cetera. We’ll see how that will continue going, but I feel the writing’s on the wall. Both Apple and Google will have to open up a bit more of their platforms. I’m not sure it will have a huge impact in the medium to long term, but definitely we need to see more openness in access to apps as given by the two big platform owners, Apple and Google, out there. Bertrand Schmitt Let’s be clear. Google is way more open than Apple. We both have Android devices. You can install alternative app stores. It’s a different ballgame by very far. Nuno Goncalves Pedro Google does other nasty stuff. It’s public. You can check which board I’m a part of. You can see what that company has done towards Google over time. But to your point, yes. It is true that Google has been more open than Apple, but Google has done their own things. Just to be very clear, so I’ll just leave that caveat bracketed there for people to think about it and maybe read a little bit about it as well. Bertrand Schmitt I can say that, me, from my perspective, that path of total control that Apple has been going through on all their devices, that includes macOS, pushed me to, over the past 2, 3 years, to completely live and abandon the Apple ecosystem. I just couldn’t accept that level of control, that golden handcuff approach of the Apple ecosystem, each their own obviously, they are golden, their handcuffs, but they are still handcuffs. Personally, that pushed me way more to Linux, Android, Windows, back to Windows after all these years. I just couldn’t stand it anymore. I want to pick my devices. I want to pick what I install on them, and I don’t want to be controlled like this by just one entity for all my tech devices. For me, at some point, it was just not acceptable anymore. It’s still very warm, very golden handcuffs, but for me, they were just handcuffs at this stage. Yes, what they are doing with the App Store is very typical of that mindset. I think it’s quite sad because I think it started with good intention in some ways. “We need a new computing paradigm, we need to make things smoother and safer,” but it has really become a way to control your clients. For me, it has reached a point where it’s just way too much. Nuno Goncalves Pedro There’s obviously the great power comes great responsibility that uncle Ben told Spider-Man or Peter Parker. But there’s also with great power comes shitload of money, and control. So it’s like, “Yeah. Should we open the server? Do we want to delay opening it up?” “Yeah.” Anyway, it is what it is. Maybe let’s end on the more difficult note of the episode, which is going to be around wars. What’s our prediction? Will we have an end to the Gaza situation with Israel? Will we have an end to Ukraine and, obviously, Russia? What will happen in Iran? Those are the three big, big conflicts right now. Then, obviously, if we want to add just bonus points, what’s going to happen to Greenland, and what’s going to happen to Taiwan, and what’s going to happen to Venezuela? Let’s throw the whole basket in there. We’ve never had like… Let’s talk about all these territories and all these countries. At some point in time, I’m saying this in a light manner, but it’s obviously more tragic than it should be light, and people are dying, and there’s a lot of implications of all of that that is happening right now. Do you have any predictions, Bertrand, for this year? Bertrand Schmitt No. It’s tough to predict on an individual basis. I think on a more bigger picture basis is on one side, obviously, the rise of China on one side. You have also the rise of other countries like India, while very indirectly connected to some of these conflicts are still part of the game, buying oil from Russia, for instance. At the same time, I think overall, the US is more clear about with the sheriff in town. I think it’s good because in some ways, you cannot pay for the goods, you cannot have such a massive advantage versus nearly every other country on earth and just not be clear about who is the boss in some ways. As a result, what are the rules of the game and how it should be played? The US is not alone, obviously, you have China, you have Russia, you have India, you have Europe. You have different other countries. But at some point, it’s not good when countries are not rational and are not clear. I think I prefer the current situation where things are more clear and where you have to assume responsibilities about what you are doing. It’s time to be rational again about how the world behave. Yes, the concept of power and balance of power. I think there has been that dream, maybe mostly coming from Europe, about the end of history. I think that’s simply not the case. It’s not the end of history. It’s still about the balance of power. It has always been about the balance of power. If you are dumb enough to think it was not about that anymore, I just have a bridge to nowhere to sell you. I don’t have specific prediction, but I think it’s clear there is a new sheriff in town. There is a new doctrine about the Western Hemisphere that has been in some ways resurrected on the [inaudible 00:51:35] train, and I think we’ll see more of it. I think at this point, the biggest question is for the Europeans. What do they want to do? Because right now, their position of being a dwarf militarily while being a pretty big giant economically, I don’t think it works. Nuno Goncalves Pedro I agreed on everything that you said. I do have predictions. I’ll stick a flag on the ground just with my predictions. Bertrand Schmitt Good luck. Nuno Goncalves Pedro They are mostly positive. I do think we’ll see an end or, for the most, end to the two big conflicts, the one in Gaza and the one in Ukraine. I think Ukraine will end up in readjustment of territory and splitting between Russia and the Ukraine, but the end of hostilities, I think that we will see an end to the conflict in Gaza also with a readjustment on what that will mean for the Palestinian territories and the Palestinians in general. That I’m not sure, but I feel that there will be an end to those two big conflicts. Iran, I have no clue. I will not put a stick on the ground that I have no clue. There are so many things that could go wrong there. I’ve been reading some really interesting thoughts about even some aggressive thoughts that this might be the time to really change regimes in Iran and for the US to have a bit more of an aggressive stance. I really don’t have a perspective. Obviously, there’s a lot at stake there. Then, if we talk about the other parts, Greenland, I will not opine too much on. Maybe we’re done for now. Maybe there’ll be some other concessions to the US that weren’t already there in the ’50s. Taiwan, I won’t bet either. I’m sad to say I think it might happen at some point in time, but I’m not sure when and what would drive it. Last but not the least, Venezuela is my only really negative prediction. I feel it will continue to be a significant dictatorship as it was before managed enough by other people with the difference now that it has a tax to be paid to the US in the form of oil of some sort, etcetera, and maybe gas, maybe other things as well that it didn’t have before. That’s probably my most negative prediction for the coming year on the geopolitical side. Bertrand Schmitt Without going into detail, I would mostly agree with what you shared. At least that makes sense. But as we know, it’s not always what makes sense, but what might happen. I can tell you 100% I would not have guessed this operation against Maduro. This was so well done, well executed, and shocking at the same time that it’s… I think it shows that it’s hard to guess some of this stuff because there are certainly some new ways to wage limited war, for instance. So it’s certainly interesting, and we certainly need to get used to pretty bombastic statements. But for Venezuela, I don’t think it can be worse than what it was before. I’m probably more optimistic that gradually it can get better. Nuno Goncalves Pedro Just to put perspective on why we’re not making predictions on some of these elements, I think this is a funny story, but I was in Madeira. Actually, first time I was in Madeira, although I’m originally from Portugal. I’ve never been to the islands. Obviously, as you guys know, or some of you might know, there’s a lot of connection between Madeira and Venezuela. There’s a lot of immigration from Madeira Islands to Venezuela. One of my Uber or Bolt drivers there in Madeira was Venezuelan. Was born in Venezuela, but Portuguese descent, et cetera. He was telling me this was still last year. Late last year. Because I told him I lived in US, et cetera, and he was like, “Oh, hopefully, Trump will get Maduro out of there.” In my mind, I was like, “Dude.” No disrespect to the gentleman, but it’s like, “Okay. Mike, your perspective on geopolitics is maybe a little bit exaggerated.” And a couple of days later, we know what happened. When geopolitical decisions are better predicted by some probably very astute Uber drivers, you’re like, “Maybe I shouldn’t make a bet. I have no clue what’s going to happen, no clue what’s going to happen in Greenland, et cetera.” Anyway, a couple of predictions on that element. Bertrand Schmitt That’s why it’s so right. You have to be careful with the prediction, but it doesn’t remove the fact that I think nations and companies that have to play a global game have to understand in some ways what is the game, what are the powers in place, what could happen potentially, but also be realistic. Not be about wish and dreams, but more about, what’s the power relationship? Who has the money? Who has the means? Who has the capacity to do this or that? Because if you start that way, at least the scope of what’s possible, what’s reasonable is more and more clear more quickly. Some stuff like happened with Maduro, I would never have predicted, but for sure, if there’s one country that can do this sort of stuff, it’s the US. I’m not sure anyone has a technology and the means in terms of support infrastructure to do something like this. It’s tough to predict what will happen a year from now for any specific country, but I think that even trying to get a better understanding about the forces in play and their capacity and understanding and accepting that at some point, it’s all about real politic and relationship of power, the more your eyes would be wide open about what’s possible versus simple, wishful thinking. Nuno Goncalves Pedro Fintech, Crypto and Frontier Tech Moving maybe to our last section around fintech, crypto, and frontier tech. For me, just two very quick predictions, views of the world. I think on the frontier tech side, I won’t make a prediction. I will just tell you all to go and listen to our episodes, the one on infrastructure, which is immediately prior to this one, and the episodes that we’ve had around a couple of other topics including AI, what’s the future of your children, because I think they illustrate a lot of the points that we’re seeing and manifesting themselves over the next year and over the next 2 or 3 years as well beyond that. I feel those tomes are complete in and out of themselves, so you can just go and listen to them. Then my second comment is on crypto. I feel crypto has become of the essence, particularly under the current administration in the US, very favored. Obviously, we are now in a world where crypto is just part of the economic system, and I think we’ll see more and more of that emerging, and in some ways, crypto is becoming mainstream. Question is what blockchains will be the blockchains of the future? Obviously, there’s a bunch of bets put out there. We, ourselves, as Chamaeleon, have one investment in one of the significant bets in the space. But besides that, who’s going to win or not, we feel that we’re past the crypto winter. It’s now mainstream days, and we’ll see a lot more activity in there. Bertrand Schmitt I must say with crypto, I’m a bit confused. As you say, we are past the crypto winter. There is much less uncertainty in regul

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