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CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE TRUMP ADMINISTRATION GAZA PLAN.. 1950 RAMALLAH 10-6-25 FIRST HOUR 9-915 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 915-930 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 930-945 Houthi Attacks, Sanctions, and the Implications of a Gaza Ceasefire Guest: Bridget Toumey Bridget Toumey reports that the Houthis, who are well-organized and disciplined, attacked a Dutch ship in the Gulf of Aden and continued launching at least one missile and one drone at Israel, a slower pace than the nearly daily attacks seen in September. The Houthis also sanctioned 13 US oil and energy companies and their CEOs, citing the war in Gaza and US support for Israel. This announcement mirrored US sanctions and may be a precursor to resuming attacks against US-connected vessels. Israel's counter-Houthi air strikes have hit targets but have failed to deter the group, which also exploits connections with other terrorist organizations like al-Qaeda in the Arabian Peninsula (AQAP). If the Gaza conflict ends, the Houthis might need a new casus belli to justify attacks, but they are willing to invent excuses if Iran wishes to continue stirring chaos. 945-1000 Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. SECOND HOUR 10-1015 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1015-1030 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1030-1045 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. 1045-1100 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. THIRD HOUR 1100-1115 Europe Responds to Russian Harassment Without US Lead Guest: Mary Kissel Mary Kissel analyzes the European emergency summit in Copenhagen, convened due to alarming mysterious drone activity over European airports, likely instigated by Russia. This harassment, which includes potential risks like hitting a passenger jet, aims to create confusion and test the resolve of the continent. The outcome, focusing on a "drone wall," suggests that the EU is starting to take more responsibility for its own defense, a long-term goal of US presidents. Kissel notes that the US absence from the prominent conversation does not signal the end of NATO. She also highlights that politicians like Starmer and Meloni are moving toward stronger defense measures, realizing that their voting bases are unhappy with current economic and security outcomes 1115-1130 Syria's Search for Stability: Security Deals, the Golan Heights, and the Gaza Impact Guests: Ahmad Sharawi, Bill Roggio Ahmad Sharawi and Bill Roggio discuss Syrian President al-Sharaa's focus on stability and his pursuit of a security agreement with Israel. Negotiating away the Golan Heights is considered a non-starter for al-Sharaa's survival, as his father, Hafez Assad, is often seen as the man who lost the territory, and al-Sharaa would be domestically labeled a traitor by all segments of the Syrian population, including hardliners. A full peace agreement is out of the question, but a limited security agreement might be possible, allowing Israel to maintain its presence in the Golan Heights while potentially withdrawing from areas entered after the fall of the Assad regime. The end of the war in Gaza is expected to expedite negotiations between Syria and Israel toward a security deal, as it affects the optics of al-Sharaa making such a move in the Arab world. Al-Sharaa's main priority is removing Israeli presence and stopping Israeli air strikes inside southern Syria 1130-1145 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio John Hardie discusses Russia's expanding conflict, which includes drones over European airports like Munich and Berlin, viewed by Denmark as Russian "gray zone" activity aimed at testing Western response. NATO has been slow to adopt cost-effective counter-drone measures, unlike Ukraine's use of mobile fire groups. Russia is also engaging in anti-satellite activity, with Russian satellites reportedly stalking UK military satellites in low Earth orbit. Russia continues to target Ukrainian energy infrastructure with massive barrages as winter approaches. The US is reportedly considering supplying longer-range Tomahawk missiles to allies for transfer to Ukraine. These missiles could strike deep into Russian military-industrial sites, which, coupled with economic pressure, might convince Putin to pause the war. 1145-1200 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio J FOURTH HOUR 12-1215 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman Joe Truzman details the Gaza ceasefire negotiations, which center on the release of the remaining 48 hostages (living and deceased) within 72 hours, potentially in exchange for a significant number of Palestinian prisoners, including convicted terrorists. The central obstacle to peace is Hamas's refusal to disarm, viewing it as tantamount to surrendering their identity. Fighting has lessened, with Israel toning down air strikes, possibly to show goodwill to President Trump. Truzman emphasizes that if Hamas retains its arms, another conflict is inevitable. He also notes the rise in reported Hamas plots in Europe, something uncommon historically, indicating the organization may be branching out its operations and feeling emboldened, as seen in the recent deadly attack on a synagogue in Manchester. 1215-1230 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman . 1230-1245 Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo Alejandro Piña Esclusá reports that Nicolás Maduro's chief negotiator, Jorge Rodríguez, falsely claimed a third party plans to assault the US embassy in Caracas, but Esclusá warns that Maduro himself ordered the operation. The regime is allegedly interested in the embassy because they believe opposition leader María Corina Machado is hidden there. The regime, which stole the election, is now persecuting and imprisoning more opposition members than ever to infuse terror into the population. Ernesto Araújo views an attack on the embassy—an action against the "only thing that's sacred in international relations"—as very serious, suggesting Maduro is desperate for a bargaining chip with the US. Brazil's Lula da Silva is reportedly worried about the seriousness of the US attitude toward Maduro and may be softening his stance with Trump, fearing what information might emerge regarding the Foro de São Paulo organization if the Maduro regime falls. 1245-100AM Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo
Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. 1925 TAIPEI
Daniel Mahncke and Shawn O'Malley dive into Manchester United, the legendary football club that's grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday income, plus a fanbase that spans every continent, United is often described as one of the biggest franchises in global sports. To frame the economics of the club, Daniel and Shawn also unpack the key differences between Europe's open football leagues and the closed, franchise-based model of U.S. sports. IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 06:04 - How Manchester United was founded 07:50 - What role investors play in European football leagues 11:55 - The differences between U.S. leagues and European leagues 37:19 - What role on-pitch performance plays for finances 43:39 - How Manchester United's business model works 46:56 - What catalysts could close the valuation gap 51:02 - Whether Manchester United is attractively valued at its current levels 53:45 - Why sport franchises become increasingly valuable 01:01:51 - Whether Shawn & Daniel add MANU to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Deloitte Football Money League. Annual Review of Football Finance. Interview with Todd Boehly. Madison Square Garden Sports Podcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Intel has been laying off Arizona workers and struggling to keep up in the competitive semiconductor market. With government investment, can they stage a comeback? Plus, revisiting the story of “Romeo and Juliet” in 1950s Phoenix.
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.Carmen's on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she's turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI's explosive growth. Whether you're curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one's for you.Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let's get data driven!LinksSilicon Data -https://www.silicondata.com/Dancing with Qubits -https://amzn.to/4mIOG8UThe Nvidia Way -https://amzn.to/3VH9aUvTime Stamps00:00 "AI Commodities and GPU Markets"06:56 Ecosystem Transparency Benefits All10:55 AI SaaS Cost Optimization Challenges13:41 Token Economics in Cloud AI15:27 Optimizing GPU and Token Commitment18:41 Token-Based Product Innovation25:00 "Verifying UIDs and Connectivity"28:43 Measuring GPU Performance30:41 Supply Chain Impact on GPU Industry35:43 "TNC's Unchallenged Leadership in Supply Chain"36:31 Silicon Ecosystem Collaboration39:38 Nvidia's Strategic TSMC Capacity Purchase42:51 Bloomberg's Media and Finance Expansion46:53 "Quantum Reading Challenges"50:13 "Data Driven Podcast Wrap-Up"
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
Intel has reportedly approached Apple about investing in the company. Some of Apple's new features will be delayed in the EU due to the Digital Markets Act. A study showcases a dramatic rise in fraudulent mobile apps on both iOS and Android. And Apple is working on its own ChatGPT-style chatbot app, which is being tested internally by employees. Intel is seeking an investment from Apple as part of its comeback bid. Apple warns of more feature delays in Europe. New study shows 'massive spike' in fraudulent apps powered by AI. Apple releases iOS 26.0.1 with fixes for Wi-Fi, Cellular, and camera issues on iPhone 17 models. Apple releases macOS Tahoe 26.0.1 with M3 Ultra bug fix. Apple working on all-new operating system. New iPad Pro with M5 chip leaked in unboxing video. Two new Apple displays nearing mass production, may launch this year. Apple's ChatGPT-style chatbot app deserves a public release. Apple researchers develop SimpleFold, a lightweight AI for protein folding prediction. Jessica Chastain 'not aligned' with Apple's decision to delay series about hate groups. Why did Apple get cold feet about 'Savant'? Tigers-Red Sox clash on Apple TV+ will feature live game footage on new iPhone 17 Pro. College football keeps picking iPad over Surface as fourth conference joins team Apple. Now available: Adobe Premiere on iPhone brings pro-quality video editing to creators. FCC mistakenly leaks confidential iPhone 16e schematics. Apple responds to iPhone 17 Pro scratch and durability concerns. Meet the new light of Jony Ive's life. Why Ford's CEO doesn't love Apple CarPlay Ultra. Picks of the Week Jason's Picks: Relay for St. Jude Alex's Pick: Vertical Heart Set Insert Tool Andy's Pick: UGREEN Phone Stand Leo's Pick: Nomat Goods Horween Leather Folio for iPhone 17 Pro Max Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit pantheon.io
台灣車價太誇張！貴到連李多慧都嚇傻買不下去？ 超驚人！韓國年輕人買入門國產車起亞Morning預算竟只要台灣的一半？南韓連賓士BMW特斯拉都比台灣便宜超級多！ 世界奇觀！中華汽車淨利率連雙B都看不到車尾燈，你敢信？裕隆和泰不必靠賣車，光放貸就可以躺平爽賺暴利？裕隆和泰幾乎沒在研發，政府竟然還要再補貼國產車商100億轉型？ Emmy鄭重呼籲賴清德總統別再補貼車商，零關稅勢在必行，貨物稅也要跟進調降！ 調降車價就是一場革命，這場戰役請大家跟我們站在一起，轉發影片，寸土不讓！ 全台獨家的世界經濟追劇深入報導，精彩萬分，持續連載中！ （現在就加入會員支持我們，還可以看到更多專屬影片～） https://www.youtube.com/@emmytw/join
Voor het eerst in zeven jaar tijd komt het er weer op aan: de Amerikaanse overheid gaat in 'shutdown'. Het schuldenplafond is bereikt en er is nog geen akkoord voor de begroting. Normaal gesproken wordt zo'n shutdown vlak van tevoren afgewend, en is het een politiek steekspel tot het einde. Maar met Trump is alles anders. Wat dat voor jouw aandelen betekent, hoor je in deze aflevering. Dan hebben we het dus ook over Warren Buffett. De cashberg van zijn Berkshire Hathaway groeit en groeit en groeit. Maar ein-de-lijk lijkt daar verandering in te komen. Berkshire zou interesse hebben in het overnemen van een compleet bedrijfsonderdeel. Gaat om de petrochemische tak van oliebedrijf Occidental Petroleum. En dat ten tijde van een slecht lopende oliesector. Een slimme zet? Verder hoor je over Nike. Ook daar was het lang wachten, maar betere tijden lijken aan te breken voor het sportmerk. De omzet groeit weer. En dat is te danken aan de strategie van topman Elliott Hill, die nu een klein jaar erop heeft zitten. En het gaat over Mark Zuckerberg. Die kijkt mee met alles wat je doet, zo blijkt maar weer. Hij heeft een nieuwe manier gevonden om nog meer data van jou te verkopen aan adverteerders.See omnystudio.com/listener for privacy information.
Fan favorite Pennyether joins the show to discuss the bitcoin mining stocks, the future growth of Bitcoin's hashrate, and more. Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?
Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, independent stock analyst Pennyether joins us to talk about Bitcoin hashrate crossing 1 zettahash, the economics of ASIC manufacturing, and how Bitdeer could challenge Bitmain's dominance. We explore why miners spend 35-40% of revenue on ASICs, the HPC narrative driving mining stocks up, and why hashrate will continue growing exponentially despite megawatt concerns. **Notes:** • Bitcoin hashrate officially crossed 1 zettahash • ASIC manufacturers capture 35-40% of mining revenue • $19B+ annual Bitcoin mining revenue potential • Bitfarms stock rose 138% in one week • Bitdeer using TSMC for competitive advantage • HPC deals 2-5x more profitable than mining Timestamps 00:00 Start 05:38 Who is Penny? 08:39 Testing ideas & mining data 14:31 ASIC manufacturing market 24:10 Hashrate 28:28 HPC & AI 31:14 Valuation with & without deals 36:24 ASICs & Bitdeer 40:34 ASIC margins 45:21 Cannan 49:19 Vertical integration 52:42 When mining stocks polymarket?
Shawn O'Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world's music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, with a very stable business and excess returns on capital — a recipe that is very appealing to investors at the right price. In this episode, you'll learn about the economics of the music industry, how Universal creates value for artists, what the company is doing in response to AI, the mutually dependent relationship between labels and music streaming platforms, and whether Universal Music Group's stock is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 05:00 - Why royalties from the music industry are so stable 07:57 - How Universal Music Group makes money and supports artists 11:12 - How Universal operates as an oligopoly alongside Sony and Warner Music Group 20:24 - The economics of digital streaming 43:48 - Why Universal's leading market share position reinforces its advantages 01:04:48 - About UMG's unique business model as a serial acquirer of music catalogs 01:10:35 - How to think about modeling UMG's intrinsic value 01:21:27 - Whether Shawn and Daniel add UMG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Shawn's 2024 Millennial Investing episode on Universal Music Group. Shawn's 2024 Millennial Investing episode on Spotify. Check out the Music Royalties 101 article. Bill Ackman's presentation on Universal Music Group. Dive into Shawn's past podcast on Disney for more on the power of beloved IP. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
In this episode, ARK's Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda's role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda's mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.Key Points From This Episode:00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads.00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda.00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players.00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns.00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services.00:14:50 Stephen explains Lambda's “secret mission” to replace all traditional software with neural networks.00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents.00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic.00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals.00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future.00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud.00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era.00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces.00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together.00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs.00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth.01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one.01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.
In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to reduce excess capacity and consequences for equity investors; crime and municipal solvency in Chicago and Illinois; how tight net new equity supply has been supporting US equity markets since 2011; and pictures from Chilliwack, Canada. View video here
S&P futures are flat. NVIDIA's $100B strategic investment in OpenAI continues to support global sentiment around AI-related growth. Asian markets finished mixed with South Korea outperforming. After a strong bull run in tech stocks, concerns over a liquidity-driven bubble and regulatory oversight have led to a second day of declines in Chinese markets. European equities are firmer in early trades. Companies Mentioned: Boeing, NVIDIA, TSMC, TikTok
In this episode, the Investor Relations team—Nick Jackson, Kyle Macdonald, and Bart Diehl—dive into three big topics shaping Arizona's future. From the nostalgia (and pain) of stepping on Legos to the major news of Lego's Consumer & Shopper Engagement team moving to Tempe, we explore why global brands keep choosing the Valley. We then break down which Phoenix suburbs are leading the nation in both growth and affordability, and what that means for first-time buyers versus renters. Finally, we tackle the massive ripple effects of TSMC's $40B chip plant, including the ambitious North Park master-planned community and what this surge in jobs and development means for multifamily investors. Whether you're a Lego fan, a future homeowner, or an investor eyeing Phoenix's rapid growth, this episode connects the dots between lifestyle, economic development, and real estate opportunities.
Trumps FCC Chairman is looking for other shows to punish. Nokia hopes an Intel executive can turn their fortunes around. NVIDIA invests in Intel, and Intel looks to be cancelling an upcoming GPU. Microsoft raises prices on XBOX again. Samsung will put ads on your really expensive fridge. Vivo shares some fun slow motion footage from the X300. TSMC chip prices are even higher than last year. And we have to chat about MediaTek's new premium SOC, the Dimensity 9500! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4Qh Video Replay https://youtube.com/live/VYprI5x7Cw8 Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.
HEADLINE: Nvidia's Strategic $5 Billion Investment in Intel Reshapes US Chip Industry GUEST NAME: Chris Riegel SUMMARY: Nvidia, led by Jensen Huang, invests $5 billion in Intel, gaining access to manufacturing capabilities while Intel gets crucial funding. This partnership reduces Nvidia's reliance on TSMC and aligns with President Trump's "national champion strategy." The deal comes amid China's ban on Nvidia chips and China's struggle for technological self-sufficiency. 1933
CBS EYE ON THE WORLD WITH JOHN BATCHELOR SHOW SCHEDULE 9-18-25. GOOD EVENING. THE SHOW BEGINS IN THE HALLS OF PARLIAMENT. FIRST HOUR 9-915 HEADLINE: UK Labour Party Faces Crisis as Starmer's Leadership Falters GUEST NAME: Anatol Lieven SUMMARY: Sir Keir Starmer faces "extremely unusual" unpopularity despite Labour's large majority. Potential replacements include Andy Burnham and Lucy Powell. Discontent stems from poor judgment, lack of progressive vision, and resentment over Jeremy Corbyn's removal. Labour risks massive defections to Corbyn's new radical left-wing party if Starmer's leadership continues. 915-930 CONTINUED HEADLINE: UK Labour Party Faces Crisis as Starmer's Leadership Falters GUEST NAME: Anatol Lieven SUMMARY: Sir Keir Starmer faces "extremely unusual" unpopularity despite Labour's large majority. Potential replacements include Andy Burnham and Lucy Powell. Discontent stems from poor judgment, lack of progressive vision, and resentment over Jeremy Corbyn's removal. Labour risks massive defections to Corbyn's new radical left-wing party if Starmer's leadership continues. 930-945 HEADLINE: Nvidia's Strategic $5 Billion Investment in Intel Reshapes US Chip Industry GUEST NAME: Chris Riegel SUMMARY: Nvidia, led by Jensen Huang, invests $5 billion in Intel, gaining access to manufacturing capabilities while Intel gets crucial funding. This partnership reduces Nvidia's reliance on TSMC and aligns with President Trump's "national champion strategy." The deal comes amid China's ban on Nvidia chips and China's struggle for technological self-sufficiency. 945-1000 HEADLINE: India-China-Russia Axis Dismissed as Propaganda Despite Modi-Xi Handshake GUEST NAME: Sadanand Dhume SUMMARY: Sadanand Dhume dismisses speculation of an India-China-Russia "Eurasian axis" following Modi-Xihandshake at SCO summit as "nonsense." Relations remain hostile due to border disputes with tens of thousands of troops deployed. China's ties with Pakistan, supplying 80% of arms and investing through CPEC, further strain India relations. SECOND HOUR 10-1015 HEADLINE: FBI Closes Investigation Despite Massive Chinese Casino Corruption in US Territory GUEST NAME: Grant Newsham SUMMARY: Former CNMI Governor Arnold Palacios requested FBI investigation into $1.6 billion missing COVID funds and Chinese casino corruption. Imperial Pacific International (IPI) allegedly facilitated money laundering "hundreds of billions," influenced politicians including Governor Torres. CNMI remains only US territory granting visa-free access to Chinese visitors, raising national security concerns. 1015-1030 CONTINUED HEADLINE: FBI Closes Investigation Despite Massive Chinese Casino Corruption in US Territory GUEST NAME: Grant Newsham SUMMARY: Former CNMI Governor Arnold Palacios requested FBI investigation into $1.6 billion missing COVID funds and Chinese casino corruption. Imperial Pacific International (IPI) allegedly facilitated money laundering "hundreds of billions," influenced politicians including Governor Torres. CNMI remains only US territory granting visa-free access to Chinese visitors, raising national security concerns. 1030-1045 HEADLINE: James Webb Telescope Probes Potentially Habitable Exoplanet TRAPPIST-1e GUEST NAME: Néstor Espinoza SUMMARY: Dr. Néstor Espinoza's team uses the James Webb Space Telescope to study TRAPPIST-1e, 40 light-years away in the habitable zone. Using transit method analysis, they've excluded certain atmospheric compositions like cloudless Venus-like atmospheres. The team employs TRAPPIST-1b as a "stellar anchor" to correct distortions, keeping alive hopes of finding atmospheres on red dwarf planets.1045-1100 CONTINUED HEADLINE: James Webb Telescope Probes Potentially Habitable Exoplanet TRAPPIST-1e GUEST NAME: Néstor Espinoza SUMMARY: Dr. Néstor Espinoza's team uses the James Webb Space Telescope to study TRAPPIST-1e, 40 light-years away in the habitable zone. Using transit method analysis, they've excluded certain atmospheric compositions like cloudless Venus-like atmospheres. The team employs TRAPPIST-1b as a "stellar anchor" to correct distortions, keeping alive hopes of finding atmospheres on red dwarf planets. THIRD HOUR 1100-1115 HEADLINE: US Industrial Policy Criticized as Ad-Hoc State Capitalism GUEST NAME: Veronique de Rugy SUMMARY: Veronique de Rugy analyzes government support for Intel and Nvidia's investment as state capitalism, distinct from cronyism. She criticizes government intervention, predicting poor outcomes when businesses operate under political pressure. The Trump administration's industrial policy lacks clear philosophy, creating uncertainty that could "kill investments" through unpredictable, reversible decisions. 1115-1130 HEADLINE: King Charles III Hosts Magnificent State Dinner at Windsor Castle GUEST NAME: Conrad Black SUMMARY: King Charles III and Queen Camilla hosted the President and First Lady at Windsor Castle in a "magnificently done" state dinner. The King demonstrated graciousness and dignified conduct. The President's speech acknowledged America's origins from the British Empire and highlighted Anglo-American cooperation, referencing partnerships like Churchill-Roosevelt and Reagan-Thatcher. 1130-1145 HEADLINE: Trump EPA Faces Uphill Battle to Reverse Greenhouse Gas Endangerment Finding GUEST NAME: Jonathan Adler SUMMARY: The Trump administration's EPA attempts to reverse the 2009 "endangerment finding" for greenhouse gases under the Clean Air Act. Recent Supreme Court rulings, including Loper Bright, ironically make reversal more difficult by eliminating Chevron deference. Courts will focus on statutory language and prior decisions, requiring the EPA to justify reversing decades of statements. 1145-1200 CONTINUED HEADLINE: Trump EPA Faces Uphill Battle to Reverse Greenhouse Gas Endangerment Finding GUEST NAME: Jonathan Adler SUMMARY: The Trump administration's EPA attempts to reverse the 2009 "endangerment finding" for greenhouse gases under the Clean Air Act. Recent Supreme Court rulings, including Loper Bright, ironically make reversal more difficult by eliminating Chevron deference. Courts will focus on statutory language and prior decisions, requiring the EPA to justify reversing decades of statements. FOURTH HOUR 12-1215 HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations. 1215-1230 CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations. 1230-1245 CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations.1245-100 AM CONTINUED HEADLINE: Peru's Political Crisis Deepens as President's Approval Hits 2% GUEST NAME: Evan Ellis SUMMARY: Peru's President Dina Boluarte faces 2-3% approval amid crime and corruption. The 2026 election features candidates including Keiko Fujimori. China dominates Peru's economy through mining investments and the Chancay port. Brazil's Bolsonaro received 27-year sentence for alleged assassination plot against Lula, polarizing society and pushing Brazil toward BRICS nations.
Apple Vision Pro rumored to leverage cutting-edge 2nm process with new R2 chiphttps://appleinsider.com/articles/25/09/18/apple-vision-pro-rumored-to-leverage-cutting-edge-2nm-process-with-new-r2-chipApple is reportedly preparing a new R2 co-processor for a future Vision Pro model, built on TSMC's 2nm process. This would be a first for Apple's headset line, positioning Vision Pro as a showcase for Apple's most advanced silicon. The R2 chip is expected to deliver significant improvements in latency, thermal efficiency, and overall performance.Why it mattersPerformance leap: The R2's move to 2nm could allow smoother passthrough, faster sensor fusion, and better hand/eye tracking stability.Battery & heat: Improved performance-per-watt means cooler operation and extended battery life—key factors for headset comfort.Ecosystem signal: Apple investing its most advanced chip process in Vision Pro underscores long-term commitment to spatial computing.Key detailsCurrent baseline: Vision Pro pairs an M2 for apps with an R1 for real-time sensor data. The R1 delivers ~12ms photon-to-photon latency.Next-gen rumor: R2 would supersede R1, likely debuting around 2026, with a 2nm fabrication node.What's new for users & developersFor users: Potentially longer wear sessions with less heat and jitter, moving Vision Pro beyond demo use into all-day practicality.For developers: More compute headroom for richer apps, higher fidelity passthrough, and expanded spatial workflows.For the ecosystem: If Vision Pro becomes the platform where Apple debuts its most advanced silicon, refresh cycles may accelerate.Industry contextApple's silicon play: Historically, Apple has reserved new process nodes for iPhone or Mac chips. Shifting that to Vision Pro signals strategic priority.Timeline watch: Analysts expect R2 to arrive in 2026 hardware, though specifics on product naming (Vision Pro 2 vs. refresh) remain unclear.The R2 chip could unlock comfort and practicality for extended wear, making Vision Pro more than a short-session device.ThePodTalkNetwork@gmail.comThePodTalk.NetYouTube.com/@VisionProFiles
#輝達 #Nvidia#英特爾 #輝達#Nvidia#英特爾#intel#台積電#TSMC#封測#封裝#晶片#美國#川普#Trump#關稅#半導體產業鏈#美國國家隊#中國#習近平#戴志言#朱岳中
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:06) Nvidia's Strategic Investment in Intel(03:08) The Semiconductor Supply Chain Dilemma(10:21) The Future of Intel and TSMC(22:21) Airbnb's Growth Strategies and Advertising(31:57) Mark Zuckerberg's $600 Billion Commitment(36:31) Mortgage Payment Searches and Economic Indicators(40:48) Federal Reserve's Interest Rate Decisions(52:46) Fraud Watch: Trevor Milton and RCI Hospitality(01:04:49) Remitly's New Subscription Model and Market Strategy*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Nvidia investiert fünf Milliarden US-Dollar in Intel und kauft Aktien zu 23,38 Dollar. Zuvor hatten bereits Softbank zwei Milliarden und das US-Finanzministerium fast neun Milliarden in Intel gesteckt. Für Intel ist das eine weitere Finanzspritze, die die Bilanz stärkt. Strategisch wollen beide Firmen gemeinsam Chips entwickeln: Intel baut maßgeschneiderte x86-Prozessoren für Nvidias KI-Plattformen sowie PC-Chips mit integrierten Nvidia-RTX-Grafikmodulen. Nvidia spricht von einer historischen Allianz zwischen KI-Stack und Intels x86-Ökosystem. Für Nvidia ist die Summe finanziell kaum relevant, politisch aber klug – man stärkt so die Beziehungen nach Washington. Für Intel ist es ein Signal, dass das Unternehmen wichtig bleibt. Offene Fragen gibt es bei der Nachfrage: Ob kombinierte Nvidia-Intel-Chips wirklich Abnehmer finden, ist unklar. Marktauswirkungen: Potenziell negativer Druck auf AMD als Hauptkonkurrent im x86-Bereich, neutrale Wirkung auf TSMC, da Nvidia keine eigenen Chips bei Intel fertigen lässt. Für Intel aber ein dringend benötigter Vertrauensbeweis. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Timestamps: 0:00 whaddo I look like, some kinda Lord? 0:13 YouTube responds to low-view count issue 3:03 Switch emulator Eden on Play Store 4:17 China's Nvidia antitrust ruling 5:19 Ground News! 6:16 QUICK BITS INTRO 6:31 US says TikTok deal on with China 7:10 Snapdragon 8 Elite Gen 5, for some reason 7:59 Penske Media sues Google over AI Overviews 8:47 TSMC makes honey now NEWS SOURCES: https://lmg.gg/wWxUz Learn more about your ad choices. Visit megaphone.fm/adchoices
Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China. After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.
Apple en andere westerse bedrijven kennen het maar al te goed. Opeens worden je vrachtwagens in China dubbel zo vaak gecontroleerd. Xi Jinping zegt plotseling tegen de staatsmedia dat jouw bedrijf consumenten mishandelt. En de lokale regelgever? Die wil NU meer belasting zien! Het kan twee dingen betekenen: u moet op audiëntie komen bij de Chinese overheid en mag toezeggingen gaan doen, of u bent gedegradeerd tot pokerchip op de geopolitieke speeltafel. Het laatste overkomt Nvidia deze week. Want die overname van vijf jaar geleden die de Chinese regelgever allang goed had gekeurd? Die kan opeens niet meer door de beugel. We bespreken de gevolgen voor 's werelds grootste chipbedrijf. Han Dieperink van Aureus meldt terloops even dat die 15 procent van Chinese chipomzet die Nvidia aan de regering Trump mocht afdragen, op niks was gebaseerd. Minder nep is de nieuwe Europese concurrent voor Starlink. Elon Musk verslikte zich dit weekend twee keer in zijn koffie: net even de prijs van Tesla omhoog gekocht, ligt Starlink er opeens uit! En tot overmaat van ramp komen de Europese defensiebedrijven Thales, Leonardo en Airbus met een nieuwe Franse joint venture die gaat concurreren met zijn oppermachtige satellietbedrijf. Verder bespreken we opmerkelijke veranderingen op Wall Street. De nieuwe baas van beurswaakhond SEC wil eerst netjes blaffen voordat 'ie bijt. Volgens Paul Atkins is de SEC iets te vaak een sheriff geweest die je kop eraf knalt en dan pas vragen stelt. Goed nieuws voor de boeven dus. Tot slot doet Trump ook nog een duit in het zakje van de regelgeverij: het liefst stoppen we met die kwartaalcijfers. Veel te hijgerig, schrijft hij op Truth Social. Liever elk half jaar een teken van leven met wat cijfers. Jim Cramer is in elk geval al aan boord.See omnystudio.com/listener for privacy information.
Apple lance un iPhone plus fin que jamais ainsi qu'une nouvelle Watch et de nouveaux Airpods mais... derrière les annonces, plusieurs déceptions.Avec Bruno Guglielminetti (Mon Carnet)
Jeremy Au explored how talent, policy, and capital flows shape startup ecosystems across Southeast Asia, India, and China. The discussion covered talent strengths and weaknesses across countries, the role of industrial policy and government subsidies, the challenges of building large language models outside the US and China, and the impact of US China geopolitical tensions on venture capital flows. 01:18 Southeast Asia talent rankings: Jeremy explains Asia Partners' view that Singapore and Indonesia rank higher in talent, while Vietnam, Philippines, Malaysia sit in the middle, and Thailand lags. 04:01 Quick commerce lessons: He compares how India's delivery startups slowed timelines to survive, showing why founders must adapt to market development levels. 05:10 TSMC and industrial policy: Jeremy highlights Taiwan's deliberate investment in semiconductors as a case study of state-driven strategy creating global champions. 07:30 Policy shapes business: He outlines the chain: “Policy leads to law, law leads to business, and business leads to everything else.” 15:08 Sequoia's split: Jeremy explains how US–China tensions and new rules like reverse CFIUS forced Sequoia to separate its US, China, and Southeast Asia/India arms. Watch, listen or read the full insight at https://www.bravesea.com/blog/talent-gaps-rising Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
This week, we look back at the breakthroughs and challenges unveiled at SEMICON 2025 in Taipei, and preview the upcoming Taiwan Tech Summit in Silicon Valley—two events that showcase Taiwan's central role in the global tech arena. SEMICON 2025：AI and Advanced Packaging at the Forefront The 2025 International Semiconductor Exhibition (SEMICON 2025) in Taipei celebrated its 30th anniversary with a record scale: 1,200 companies from 56 countries, 4,100 booths, and nearly 100,000 attendees. Highlights included AI, high-performance computing, and advanced packaging technologies such as 3D IC and chiplets, alongside themes like automotive semiconductors, robotics, sustainability, and cybersecurity. Industry leaders from TSMC, Google, Infineon, and NXP debated power and talent challenges while unveiling innovations like Google's latest TPU and SK Hynix's HBM4 memory. Taiwan Tech Summit 2025 debuts in Santa Clara Taiwan Tech Summit 2025 gathered over 3,500 professionals at the Santa Clara Convention Center, highlighting Taiwan's ambition to evolve from a semiconductor hub into a global innovation leader. The event featured forums on AI, biotech, design, and cross-border entrepreneurship, alongside a Demo Day where startups with proven traction pitched for international investment. The Summit underscored Taiwan's determination to become not just a supplier of hardware but a partner in shaping the future of AI, biotech, and human-centered technology. It marked both a milestone and a call to action for Taiwan's global innovation journey. Powered by Firstory Hosting
Dustin Lacey is the CTO at Mark-Taylor, the leading developer, owner, and investment manager of luxury multifamily communities in Arizona and Nevada, with over 135 Class A Multifamily properties. He leads the firm's tech evolution, powering the centralization of operations. Under his leadership, Mark‑Taylor has implemented innovative smart‑home integrations, centralized leasing and maintenance teams, and deployed unified resident platforms that enhance efficiency and elevate the resident experience. With a diverse background in irrigation, industrial manufacturing, and brand and marketing strategy, Dustin brings his unique experience into high-tech manufacturing from his tenure at TSMC, where he honed his skills in precision, process excellence, and product innovation.(01:36) - From Brand Strategy to Tech Leadership: Building Digital DNA in Real Estate(02:12) - Enterprise Proptech Success Story: Scaling a Multifamily Management Platform(05:16) - Class A Portfolio Strategy: Maximizing Asset Performance Through Tech(06:50) - Tech Stack Evolution: From AWS Integration to Custom CRM Development(10:29) - ROI Deep Dive: Making the Business Case for Custom Proptech Solutions(15:53) - Tech-Enabled Operations: Achieving Sub-2-Hour Response Times at Scale(20:12) - Feature: Blueprint - The Future of Real Estate - Register for 2025: Friends of Tangent receive $300 off the All Access pass. The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on Sep. 16th-18th, 2025. (21:22) - Go-to-Market Excellence: Standing Out in the Competitive Proptech Landscape(31:41) - Risk Management Innovation: Tech Solutions for Modern Property Operations(38:30) - Founder's Playbook: Key Insights for Proptech Startups Targeting Enterprise Clients
US equity futures are firmer. Asia traded mixed, and European equities opened higher. Focus today is on the US August CPI, expected to show steady core inflation after a softer PPI reading; AI remained a key driver after Oracle's strong results and OpenAI computing deal added to optimism, alongside TSMC's robust August revenue growth; Trade tensions persisted as the EU weighed sanctions on Chinese refiners, Mexico prepared tariffs of up to 50% on some Asian imports, and Trump signaled progress toward talks with India's Modi; In Europe, attention was on the ECB, expected to hold policy steady with inflation near target, while the UK RICS survey showed a sharp fall in housing activity which was blamed on speculation on property tax change ahead of the budget.Companies Mentioned: First Internet Bancorp, Blackstone, Woodside Energy Group, Starbucks
Send us a textSEMI's flagship event, SEMICON West, is moving to Phoenix, Arizona this October 7-9, 2025, after 35 years in San Francisco, coinciding with the region's semiconductor manufacturing boom and $200 billion in announced investments. In this episode, Françoise speaks with SEMI Americas president, Joe Stockunas, who shares reasons for the move and what attendees can expect to experience. This includes: • Move driven by need to refresh the event and bring it closer to industry growth• New October timing based on attendee feedback to avoid disrupting July holidays• CEO Summit featuring keynotes from Arizona Governor Hobbs, TSMC, NVIDIA, and Intel• Exhibition floor expanding to over 1,500 booths (50% increase from last year)• Technical tracks focused on advanced packaging, AI, cybersecurity, and workforce development• Street fair networking event Tuesday evening on 3rd Street• Student attendance expected to jump from 700 to 7,000 thanks to proximity to Arizona's educational institutions• Special SemiQuest exhibit at Arizona Science Museum running September through year-end• Global Semicon events continue growing, with Semicon India doubling to 1,000 boothsFor registration and complete program information, visit semiconwest.org or download the event app to navigate the show and build your agenda.SEMIA global association, SEMI represents the entire electronics manufacturing and design supply chain. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.
On this episode of the Trade Guys, we react to the recent decision from the Federal Court of Appeals on the use of IEEPA for tariffs, look at a rare pocket rescission targeting the World Trade Organization, and talk about the revocation of export licenses to China for TSMC, SK Hynix, and Samsung. Trade continues to be the hottest policy topic in Washington, which is why we're bringing back our Crash Course: Trade Policy with the Trade Guys this fall. If you missed our spring course, now is the perfect time to register. The course runs from October 8-9 at CSIS Headquarters or via Zoom. Registration is open until October 3.
Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.
#美國 #關稅 #美國製造 #製造業 #投資美國 #南韓 #現代汽車 #移民局 #查緝 #非法工作 #台積電 #TSMC #川普 #Trump #風險 #李大中 #朱岳中
Original Title: Milei; Jobs Report; Tech CEOs & Trump; Hawley & AI; Immigration; Drug War; Musk | Yaron Brook Show | September 5, 2025Why are “pro-capitalist” CEOs kneeling to Trump? Why is Hawley using AI as a new excuse for government control? Why do politicians lie about jobs, immigration, and the drug war? And what does Milei's battle in Argentina tell us about freedom's future?Key Time Stamps:01:35 Milei06:30 Jobs Report15:55 Tech CEOs & Trump27:45 Musk34:30 Hawley & AI40:35 Immigration46:10 Drug WarLive Questions:56:26 Is being passive-aggressive a sign of moral cowardice? 59:55 I'm planning my 1st ever trip to South America! Which cities are a 'must-do'? When I talk about Rio, friends give dire warnings on security. Is it so bad that I should stay away from Rio on my trip?1:03:55 Are you surprised that American businessmen are kneeling to politicians in the year 2025, or does it make sense given the philosophy in the culture?1:05:00 Your comments about the intensification of the Drug War sparked this question: why does the violation of a right beget further violation of rights?1:06:54 Have you ever explored England outside of London? 1:09:55 Is this the modern mixed economy model? Have a few cities where all the wealth and innovation occur, and everyone else in the country lives on benefits?1:10:46 All government attempts to redistribute wealth and income smother productive incentives and lead toward general impoverishment.1:11:09 You really believe the guy making $50k a year can be as happy as the guy making $500k a year?1:15:33 What motivated LP to write DIM? What was he observing in the culture to make him want to put in writing these predictions when things were looking pretty good 15 years ago, when he began writing?1:18:35 What would you do in that situation? How would you deal with Trump as the CEO of a company, knowing he would want to associate with you?1:19:28 Could ARI produce a movie or documentary about Objectivism?1:20:56 This makes a Christian-altruist society very uncomfortable, but isn't the truth that sometimes the strong have to use force against the weak if it's in retaliation for aggression?1:22:06 Is there any hope left for Taiwan? Do you think the world is ready to have TSMC in the hands of the CCP?1:23:13 Aside from health and family issues, I have trouble understanding unhappy wealthy people. Is it value-related? Lack of goals to use the money?1:25:23 We could use a reverse DIM that identifies and celebrates the causes of the Enlightenment. Is there a book out there that does that?
The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit
Plus: American Bitcoin, a bitcoin mining company backed by President Trump's two eldest sons, to list on the Nasdaq. And the U.S. revokes TSMC's authorization to ship equipment to China. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: The U.S. revokes authorization for TSMC to freely ship key equipment to its main Chinese chip-making site. And, Disney pays a $10 million penalty over allegations it unlawfully collected children's data to use in targeted advertising. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit
The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit
The MacBreak Weekly panel is patiently waiting for Apple's September event! A story about stolen luggage at LAX being recovered thanks to an Apple AirTag diverges into a spirited discussion on clothing and luggage. And Apple could be prepared to drop its largest case redesign for the iPhone 17, including a spiritual successor to the FineWoven material. Apple plans AirPods feature that can live-translate conversations. Upgrade 579: The 2025 September Event Draft. Stolen luggage at LAX recovered thanks to Apple AirTag. Apple taking half of TSMC's 2nm chip capacity when production hits full speed. France's unnecessary iPhone 12 RF patch is spreading across Europe. Apple may be readying the largest case redesign yet for iPhone 17. New 'Vision Air': Here's how much lighter and less expensive it might be. You can try Apple's lightning-fast video captioning model right from your browser. Apple just released a new AI chatbot to help retail employees sell iPhones. Apple Music radio stations are now available outside of Apple Music for the first time. Adafruit Fruit Jam – An RP2350 mini computer running classic Macintosh - CNX Software. Zoom wins broadcast Emmy. Picks of the Week Leo's Pick: Vintage Apple Jason's Picks: The Nomad Leather Mag Wallet with Find My & Sport Band for Apple Watch Andy's Pick: Blitzortung Alex's Pick: OWC Thunderblade X12 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zocdoc.com/macbreak Melissa.com/twit
As government borrowing costs and debts rise around the world, we take a closer look at Japan, the UK and the US, and ask why? Hannah Mullane speaks to New Zealand's minister of immigration Erica Stanford as the Antipodean country plans to open up their housing market to foreign investors as part of a golden visa programme. Elsewhere we discuss how TSMC, the biggest semi-conductor producer making chips for electronic products, has become the latest company to face restrictions from the US government as it looks to limit China's access to American technology. And amid its tariff war with the US, we find out why some grocers in Canada have been ticked off for falsely labelling goods as Canadian. The latest business and finance news from around the world, on the BBC.
Plus: Three people have been indicted in a case about stolen TSMC chip secrets. And Amazon plans to extend new employment offers to Whole Foods' U.S. corporate employees. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as it's the sole manufacturer of EUV lithography machines, which make the world's most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldn't power iPhones, AI data centers, or the modern digital economy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:56 - How ASML grew from a Philips spinoff into Europe's most important tech company. 13:31 - How ASML's partnership with TSMC shaped the global semiconductor industry. 32:16 - Why ASML holds a near-monopoly on EUV lithography machines. 41:01 - Why the geopolitical tension between the US and China place ASML at the center of technology power struggles. 53:30 - How investors can view ASML's growth, risks, and future opportunities. 01:00:23 - What makes ASML's moat nearly impossible for competitors to replicate. 01:05:08 - The dual leadership that propelled ASML's rise and built a culture of relentless focus. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Marc Hijink's book: Focus: The ASML Way. Related Episode TIP727: 7 Powers by Hamilton Helmer. Related Episode TIVP024: TSMC: The Most Important Business in the World?. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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