Podcasts about Vanta

  • 302PODCASTS
  • 1,786EPISODES
  • 49mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jun 12, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about Vanta

Show all podcasts related to vanta

Latest podcast episodes about Vanta

Podcast Notes Playlist: Latest Episodes
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Jun 12, 2026


Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

The HKT Podcast - The Mountain Bike & Action Sports Show
Olly's Dream MTB Trip, Vanta Jam Chaos & World Cup Dramas

The HKT Podcast - The Mountain Bike & Action Sports Show

Play Episode Listen Later Jun 10, 2026 107:35


Davi and Olly are back in studio for a proper catch-up episode covering everything from Vanta Jam to Olly's dream trip to Japan, Luca Shaw's first Downhill World Cup win, the Enhanced Games controversy, Japanese snacks, sumo wrestling, live commentary nerves and the future of MTB. Davi breaks down what really happened at Vanta Jam at BikePark Wales, including Rob Warner's last-minute car trouble, Dan Paley's commentary, Sam Pilgrim blowing minds, Harry Gascoigne's style, brutal weather, hailstorms and why live event commentary is WAY harder than it looks. Olly then shares more from his bucket list trip to Japan, riding e-bikes in search of perfect loam, travelling through Tokyo with bike bags, experiencing Japanese culture, discovering sumo wrestling, eating convenience store food and preparing for the premiere of the Japan MTB film. The boys also dive into the latest UCI Downhill World Cup action, including Luca Shaw finally taking his first World Cup win and discuss whether downhill racing is better when the riders are separated by huge margins or tiny fractions of a second. Plus, the lads discuss the controversial Enhanced Games, whether performance-enhancing drugs really unlock superhuman performances, Japanese Kit Kats, mochi balls, listener questions and whether mountain biking could one day become augmented reality. Episode Sponsors:- - WORX → 15% off with code THERIDECOMPANION at https://uk.worx.com - Feedback Sports: https://feedbacksports.com Get early access & ad-free episodes → https://www.patreon.com/theridecompanion You can also support our long term partners: Marin Bikes → marinbikes.com/gb Focus Bikes → focus-bikes.com SRAM: sram.com/en/sram adidas FiveTen: adidas.co.uk/five_ten invisiFrame: 15% off with code REFRESHANDRIDE at invisiframe.co.uk Troy Lee Designs → 10% off with code theridecompanion at saddleback.avln.me/c/OzduCWvjtcOr Manta Sleep → 10% off with code theridecompanion tinyurl.com/theridecompanion HUEL → 15% off with code RIDE: huel.com/ Mudhugger → Get 10% off with code ridecompanion10 at themudhugger.co.uk Compex → 20% off with code THERIDECOMPANION: compex.com/uk/ Igloo → igloocoolers.com/ Kecks → https://kecks.co.uk use code THERIDECOMPANION for 10% off Feedback Sports: feedbacksports.com WORX → 15% off with code THERIDECOMPANION at uk.worx.com HKT Products → 10% off with code PODCAST at hktproducts.co.uk Follow The Ride Companion Instagram @theridecompanion YouTube @TheRideCompanion Olly Wilkins Instagram @odub_23 YouTube @owilkins23 YouTube clips and BTS channel @moreridecompanion Get official Ride Companion merch, find old episodes and more theridecompanion.co.uk

My Daily Business Coach Podcast
624: Catie Gett of The Staple Store on redefining your impact

My Daily Business Coach Podcast

Play Episode Listen Later Jun 10, 2026 72:56


Author, naturopath and business woman, Catie Gett built The Staple Store  from a tiny whole food shop into a deeply loved Melbourne community hub and online education platform. In this episode, she shares what it took to close the doors, rebuild her work, write a meaningful and impact-driven cookbook (available here) and create a mission around making healthy food more accessible for a now global community. You'll learn: Why closing a successful business can sometimes be the right move How Catie rebuilt her brand through community, recipes and storytelling Why simple, affordable food can be a powerful form of health and care Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with The Staple Store / Catie Gett The Staple Store Cookbook Vol 1 Instagram: @thestaplestore  Instagram: @categett Instagram: Substack: @catiegett Website: thestaplestore.com.au Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

Invest Like the Best with Patrick O'Shaughnessy
Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 9, 2026 70:47


My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.  Whale Rock is a technology focused investment firm that manages more than $17 billion across hedge fund, long only, and hybrid strategies. Over the past three years it has been one of the best performing hedge funds, compounding at roughly 44 percent a year. Alex invests through a single lens that he has refined over twenty years. He looks for technology S-curves, durable competitive advantages, and underappreciated earnings power.  This conversation is a tour through how he applies that framework right now. We start with his highest conviction position, which is Anthropic, and use it to work through the entire AI stack from chips to models to applications.  Please enjoy my conversation with Alex Sacerdote. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:00:00) Welcome to Invest Like The Best (00:02:29) Alex Sacerdote (00:03:08) Anthropic: Highest Conviction Position (00:13:23) Investing in Private Markets at Scale (00:19:08) S-Curves: The Full Framework (00:25:08) When to Buy Tech Companies (00:30:20) Identifying the Leader from the Pack (00:34:04) Anthropic & OpenAI's Competitive Moats (00:37:31) AI's Threat to Enterprise Software (00:43:18) Network Effects in the Agent Era (00:44:22) The Hardware Renaissance: Chips & Infrastructure (00:53:56) Why So Few Investors Get This Right (00:55:36) Key Risks to the AI Bull Case (00:57:47) The Application Layer (00:59:40) How AI Is Changing Research at WhaleRock (01:02:53) The Role of Investor Networks & Idea Sharing (01:03:40) Building a Multi-Product Firm (01:07:58) WhaleRock as a Learning Machine (01:09:15) The Kindest Thing

The High Flyers Podcast
#260 Maxine Minter: Japanese Before English, Unpacking Generative Ambition and Building a VC Fund Nobody Expected

The High Flyers Podcast

Play Episode Listen Later Jun 9, 2026 92:15


Episode #260 features Maxine Minter — Founder and General Partner of the Pre-Seed Venture Capital Fund, Co Ventures. Maxine reflects on growing up between Australia, Japan and Europe, speaking Japanese before English, and raised by a fiercely entrepreneurial single mother. Vidit and Maxine explore her childhood, the influence of her grandparents, executive coaching, the idea of “generative ambition”, and the lessons learned from building companies, backing founders and how and why she started her own VC fund, Co Ventures. They also discuss the specifics of how the best Aussie founders go global, the realities of venture capital, AI, partnership, importance of play, and why the biggest opportunities often come from stepping outside the boxes others expect you to fit into. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more.  Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica), Philip Green (Australia's Ambassador/High Commissioner to India), Vivek Bhatia (CEO, MUFG), Cristina Cordova (COO, Linear) and more.

Morning Wire
DOJ Digs Into LA Ballots & Racial Tensions Smolder Over Stabbings | 6.8.26

Morning Wire

Play Episode Listen Later Jun 8, 2026 21:03


The Trump DOJ clashes with California after a flood of late votes tips the scales against Spencer Pratt, tensions roil at home and abroad over the stabbings of Karmelo Anthony and Henry Nowak, and a pair of outsider films dominate the box office. What does this mean for the future of filmmaking? Reporting from Cabot Phillips and Megan Basham. Plus, we speak with Christian Toto. Get the facts first with Morning Wire. - - - Ep. 2829 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: Vanta - Whether you're a fast-growing startup or a global enterprise, Vanta is here to help you automate your security and compliance, and earn and prove trust. Get started today at https://vanta.com/morningwire Lean - Get started with 20% off and free rush shipping so you can add LEAN to your healthy diet and exercise plan. Visit https://takelean.com and enter WIRE at checkout. - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

My Daily Business Coach Podcast
627: : Why feeling flat in business doesn't mean you're off track

My Daily Business Coach Podcast

Play Episode Listen Later Jun 8, 2026 9:14


Feeling a bit flat in your business? You're not alone. In this Quick Tip episode, Fiona explores why losing motivation doesn't mean you're failing, and how to tell the difference between a temporary slump and a genuine sign that something needs to change. You'll learn: Why periods of low motivation are a normal part of running a business, not a sign that you're on the wrong path. How to use your past wins, client feedback and "evidence" to challenge the stories your brain tells you during a tough patch. Three practical ways to navigate a business trough, including lowering the bar strategically and leaning on people who truly understand the entrepreneurial journey. Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

Behind The Thread
Chris Camillo: How To *actually* GET RICH Using A Strategy Anyone Can Learn

Behind The Thread

Play Episode Listen Later Jun 8, 2026 91:05


Chris Camillo turned $20,000 into over $70M using a strategy anyone can learn. In this episode, he shares his exact strategy, and why AI now makes this the biggest opportunity of your lifetime. Try Vanta Today: https://Vanta.com/calum Want to get the Chris Camillo Observational Investing Guide, subscribe to New Era, our weekly newsletter: https://calumjohnsonshowlinks.lovable.app/ Timestamps: 00:00 Intro 02:39 Why now is the easiest time in history to get rich 07:14 Why the game is rigged in your favor 11:11 How AI does the hardest part of investing 14:32 Watch this if you're unhappy with your 9-5 22:40 The $70M strategy anyone can learn 27:54 How I turned $20k into $2M in 3 years 33:14 The trade that cost me 1/3 of my net worth 36:35 The money trick the top 1% use 41:42 How much money do you need to start investing? 55:00 Why AI will create more jobs 01:00:22 The business anyone could build right now 01:06:30 What is an AI agent? (clearly explained) 01:16:17 How to start with AI if you're not technical

Cyber Security Headlines
The Department of Know: NVD audit, Meta's leaky AI, Microsoft is closer to quantum

Cyber Security Headlines

Play Episode Listen Later Jun 5, 2026 36:56


This week's Department of Know is hosted by Rich Stroffolino, with guests Robb Dunewood, host, Daily Tech News Show, and David Cross, CISO, Atlassian. Get the show notes here. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot. The good news: The Vanta Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you. Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk. Get started at vanta.com/headlines. 

Cyber Security Headlines
Chinese cybercrime group, Cisco CM flaw, CISA faces changes

Cyber Security Headlines

Play Episode Listen Later Jun 5, 2026 8:40


Chinese cybercrime group sets record pace Cisco warns of critical Unified CM flaw with PoC exploit code Hackers spied on a stock exchange executive's Outlook mailbox for five months Get the show notes here: https://cisoseries.com/cybersecurity-news-chinese-cybercrime-group-cisco-cm-flaw-cisa-faces-changes/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Cyber Security Headlines
Illegal streamers, EU digital sovereignty, cost of a cyber force

Cyber Security Headlines

Play Episode Listen Later Jun 4, 2026 7:35


Law enforcement cracks down on illegal streamers The European Commission releases digital sovereignty plan The startup costs for US cyber force Get the show notes here: https://cisoseries.com/cybersecurity-news-illegal-streamers-eu-digital-sovereignty-cost-of-a-cyber-force/  Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

The High Flyers Podcast
#259 Ryan Neelam: Diplomacy, Persuasion, the UN, Hong Kong and Shaping One of the World's Most Important Relationships

The High Flyers Podcast

Play Episode Listen Later Jun 4, 2026 61:05


Episode #259 features Ryan Neelam, CEO of the Australian Government's Centre for Australia–India Relations (CAIR). A career diplomat, Ryan has represented Australia at the United Nations, negotiated global development goals, led through the Hong Kong protests and COVID-19, and spent his career helping Australia navigate an increasingly complex world. Ryan shares his journey from migrating to Australia as a child from Malaysia, growing up with Indian and Malaysian Chinese heritage, and accidentally finding his way into diplomacy. He reflects on representing Australia at the UN, negotiating alongside countries with vastly different worldviews, leading through the Hong Kong protests and COVID-19, and why luck plays a bigger role in successful careers than most people admit. Vidit and Ryan explore diplomacy as the art of persuasion, how trust is built across cultures, and why understanding different perspectives has never been more important. They also discuss the rise of India, Australia's biggest opportunities with its fastest-growing diaspora, clean energy, innovation, and the future of one of the world's most consequential relationships. Please enjoy exploring your curiosity. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more.  Show notes and more episodes here Follow us on LinkedIn, Twitter, Instagram, or YouTube Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Anil Sabharwal (Global VP, Product at Google), Jason Collins (Head of BlackRock, Asia Pacific), Jodie Auster (Uber's Global Head of Travel), Stevie Case (Chief Revenue Officer, Vanta), Brad Banducci (CEO, Woolworths),  David Haber (GP, a16z), Rob Giglio (CCO, Canva), Jean-Michel Lemieux (CTO, Shopify + Atlassian), Sweta Mehra (EGM, NAB; ex CMO, ANZ), Bowen Pan (Creator, Facebook Marketplace), Sam Sicilia (Chief Investment Officer, Hostplus), Craig Tiley (CEO, US Tennis), John Haddock (CBO, Harvey), Niki Scevak (Co-Founder, Blackbird Ventures), Mike Schneider (CEO, Bunnings), Trent Cotchin (3x Premiership Winning Captain, Richmond FC), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Jack Zhang (CEO, Airwallex), Matteo Franceschetti (CEO, Eight Sleep), Vivek Bhatia (CEO, MUFG), Sanjeev Gandhi (CEO, Orica) and more.  Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more. ________ Welcome to the tenth episode in our special series with the Australian Government and their Centre for Australia–India Relations, spotlighting the growing Australia–India relationship across technology, business, media, culture and sport. Previous guests include Renowned Music Composer Tushar Apte, Australia's High Commissioner to India Philip Green, MUFG's CEO Vivek Bhatia, Ex Secretary of Foreign Affairs Peter Varghese, NAB's EGM Sweta Mehra, Deputy Secretary of Australia's Home Affairs Brendan Dowling, Sports Journalist Bharat Sundaresan, Cricket Legend Lisa Sthalekar and Orica's CEO Sanjeev Gandhi, reflecting the breadth of Indian-Australian leaders at the most senior levels.

Invest Like the Best with Patrick O'Shaughnessy
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Jun 3, 2026 67:17


My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told him that life is not about happiness, it is about impact. We talk about what the chaos felt like on day one, and how his family leaving Iran when he was nine shaped the way he handles pressure today.  We spend most of our time on autonomous vehicles and Uber's role as the demand aggregator in a world of physical AI. Dara explains why Uber is a supply-led company, what it will take to win, and why he expects many winners in AVs rather than one.  We also discuss Uber's $10 billion in free cash flow, the push toward a single app for everything, and what he has learned from Allen & Co, Barry Diller and Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Intro to Dara Khosrowshahi (00:03:37) How Daniel Ek Convinced Dara to Take the Uber Job (00:06:54) Bringing Order to Chaos (00:09:20) Managing Stress as a Leader (00:11:22) The Chip on His Shoulder (00:12:53) Parenting Lessons (00:17:01) Mandate for AI Adoption (00:21:21) Uber's Role in Physical AI (00:22:48) Winning the AV Demand Race (00:27:41) Partnering vs. Competing with Waymo (00:32:05) AV Success Unlocks New Markets (00:35:09) Why Drones Haven't Arrived Yet (00:36:27) Regional AV Rollout Differences (00:37:35) Uber Eats International Winning Formula (00:39:44) Key to Aggregating Supply Well (00:44:34) Adding Hotels to Uber Platform (00:50:46) Lessons in Marketing at Scale (00:52:59) Apps vs. AI Agents in Seven Years (00:54:08) What Dara Learned from Barry Diller (00:56:52) What Dara Learned from Allen & Co (01:00:09) Buybacks vs. Growth Investing (01:04:17) Lessons from Reed Hastings (01:05:49) The Kindest Thing

Cyber Security Headlines
Russia claims officials' surveillance, Project Glasswing expands, CISA flags two-year-old Oracle flaw

Cyber Security Headlines

Play Episode Listen Later Jun 3, 2026 7:23


Russia claims officials' surveillance Project Glasswing access expands CISA flags two-year-old Oracle flaw Get the show notes here: https://cisoseries.com/cybersecurity-news-russia-claims-officials-surveillance-project-glasswing-expands-cisa-flags-two-year-old-oracle-flaw/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

CISO-Security Vendor Relationship Podcast
Our Data Security Policy Is Transparent in That It Doesn't Exist

CISO-Security Vendor Relationship Podcast

Play Episode Listen Later Jun 2, 2026 37:52


Our Data Security Policy Is Transparent in That It Doesn't Exist All links and images can be found on CISO Series This week's episode is hosted by David Spark, producer of CISO Series, and Mike Johnson, CISO, Rivian. Joining is Mike Melo, CISO, TMX Group. In this episode: The weight of old controls Data you can actually see 68 vendors and counting Authority you never had to claim A huge thanks to our sponsor, Vanta Still stuck on the quarterly audit treadmill? Meet Calm-pliance. Vanta combines compliance, risk, and proof on one Agentic Trust Platform—and continuously monitors your controls, keeping you audit-ready all year round. Find your Calm-pliance here.

Cyber Security Headlines
Meta AI hands over Instagram access, Dutch police dismantle botnet, RedHat packages backdoored

Cyber Security Headlines

Play Episode Listen Later Jun 2, 2026 7:07


Meta AI hands over Instagram account access Dutch police dismantle huge botnet RedHat packages get backdoored Get the show notes here: https://cisoseries.com/meta-ai-hands-over-instagram-access-dutch-police-dismantle-botnet-redhat-packages-backdoored/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

The Startup Podcast
Why Gary Lo's product strategy has evolved in the era of DIY software

The Startup Podcast

Play Episode Listen Later Jun 1, 2026 52:40


What if writing software became as easy as taking a selfie?This episode, Yaniv Bernstein sits down with Gary Lo - founder of OpenBA and one of the sharpest AI-and-startups thinkers Yaniv knows - to discuss the concept of 'selfie software': disposable, hyper-personal, AI-generated tools that anyone can create for themselves, with no hand-written code.AI-generated tools like these are changing the startup landscape. While founders now have more tools at their disposal, it's now necessary than ever to create a product that truly disrupts the market.Gary and Yaniv discuss all of this and more, likening Claude and ChatGPT to Windows and Mac, and exploring what this tech landscape means if you're building a software startup today.In this episode, you will:Understand the 'selfie software' concept: why AI is making software disposable, personal, and low-stakes, and what that means for the market you're building inLearn why AI platforms are forcing startups to rethink whether they should build on their own infrastructure or embed into Claude and ChatGPT insteadHear Gary's 'burn it down' exercise: how to identify which parts of your product are genuinely defensible, and which will simply catch fire in the next AI waveUnderstand why software engineering isn't dead, but the problems worth solving with it have fundamentally shiftedTimestamps00:00 Coming Up...01:09 On Today's Show: Gary Lo on 'Selfie Software'02:48 About Gary03:16 How 'Hyper-Personalized' AI Is Like Photography05:36 Gary's Real Estate Workflow (OpenBA)07:29 Defining 'Selfie Software': Why Custom Tools Win10:33 So... Is It Bad Software?13:29 'Can't You Just Add This One Thing...'15:30 When Personalization Becomes Bloat17:42 Working In-App with Anthropic and OpenAI APIs20:29 Token Economics and Moats25:28 Microsoft's Lessons in Platform Power30:27 But What If Anthropic Comes For My Vertical?32:48 How Open Source Keeps AI in Check35:18 Unlearning and Rebuilding39:05 Gary's 'Burn It Down' Test44:01 Is Software Engineering Dead? (No.)50:17 Closing ThoughtsResources in this episodeGary Lo's previous TSP episode (on OpenClaw and Claude Cowork): https://youtu.be/V3YFghiy8p0 Garry Tan's gstack: https://github.com/garrytan/gstack Andrej Karpathy on Software 2.0: https://karpathy.medium.com/software-2-0-a64152b37c35 Vera (Yaniv's startup, AI-supported guidance for people caring for ageing parents): https://vera.guideThe PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSecure your official TSP merchandise at https://shop.tsp.show/Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGgGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean name that highlights your tech credentials, get a .tech domain at your favorite registrar.This episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠ The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

Cyber Security Headlines
GlobalProtect VPN exploited, ChatGPT share links exploits, Feds criticize NIST

Cyber Security Headlines

Play Episode Listen Later Jun 1, 2026 8:31


Palo Alto GlobalProtect VPN auth bypass flaw now exploited in attacks ChatGPT share links used to host fake outage pages to deliver malware Federal audit reveals NIST's NVD problems Get the show notes here: https://cisoseries.com/cybersecurity-news-globalprotect-vpn-exploited-chatgpt-share-links-exploits-feds-criticize-nist/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

My Daily Business Coach Podcast
625: Are You Building a Business… or a Backdrop?

My Daily Business Coach Podcast

Play Episode Listen Later Jun 1, 2026 10:39


Most business owners aren't making bad decisions. They're making decisions that look like success. In this quick tip episode, Fiona explores the subtle ways social media can influence everything from hiring and photography to sales, studio spaces and spending. If you've ever wondered whether you're building a business or simply building content, this episode is for you. You'll learn:  How to tell if a decision is genuinely good for your business or just good for Instagram Why social media visibility and business profitability are not the same thing Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

il posto delle parole
Elisabetta Frau, Sante Bandirali "L'ordine del mondo" Luigi Malerba

il posto delle parole

Play Episode Listen Later May 29, 2026 17:10 Transcription Available


Elisabetta Frau, Sante Bandirali"l'ordine del mondo"Luigi Malerbauovonero edizioniwww.uovonero.comTesto di Luigi Malerba, Illustrato da Elisabetta Frau. Il testo di un grande autore rinasce in forma di albo illustrato grazie al tratto fresco e divertente di una talentuosa illustratrice, per ricordarci ancora una volta che, forse, un pochino di disordine si può anche sopportare...Marione non riesce proprio a sopportare il disordine del mondo. E come dargli torto, del resto.Ma Marione non è tipo da lasciar correre: di giorno riordina gli scaffali del supermercato dove lavora, le lettere del vocabolario, le idee degli amici...di notte, non ancora soddisfatto, sogna di sistemare per bene gli edifici, le città e persino gli elementi chimici!Qualcuno riuscirà mai a placare la sua furia catalogatrice?Elisabetta Frau, nata e cresciuta a Cagliari, ha maturato esperienze professionali e formative nella penisola (Master di illustrazione Ars in Fabula) e all'estero, ma ha deciso di tornare in Sardegna.Vanta oltre dieci anni di esperienza nell'ambito della direzione creativa e della gestione dei progetti.Ha contribuito alla crescita di una piccola agenzia pubblicitaria che si è evoluta nel reparto di design dell'esperienza di una multinazionale.L'ordine del mondo, nato dal racconto di un maestro della letteratura italiana come Luigi Malerba, è il suo primo albo illustrato.Sante Bandirali è editore di uovonero, traduttore e autore. Come traduttore ha vinto il Premio Strega Ragazze e Ragazzi 2020 con il romanzo Una per i Murphy di Lynda Mullaly Hunt. Sue traduzioni hanno vinto il Premio Andersen, il Premio Letteratura Ragazzi della Cassa di Risparmio di Cento, il Premio Orbil, il Premio Asti d'Appello Junior, il Premio Microeditoria di Qualità, il Premio 12 Apostoli / Mont Blanc e ottenuto altri riconoscimenti.Per uovonero è autore degli albi Il signor Erik (illustrato da Francesca Corso), L'uovo nero (illustrato da Alicia Baladan) e Per mano (illustrato da Gloria Tundo). Luigi Malerba (Pietramogolana 1927 - Roma 2008), pseudonimo di Luigi Bonardi, è stato uno dei maggiori e più tradotti scrittori italiani del secondo Novecento e ha fatto parte della neoavanguardia sperimentalista del Gruppo 63.Oltre alle opere di narrativa, romanzi e racconti, ha scritto testi per il cinema e la televisione e numerosi libri per ragazzi. Laureato in giurisprudenza a Roma, lavora come giornalista e collabora alla scrittura di alcune sceneggiature cinematografiche e televisive. A Parma, negli anni Cinquanta, dirige la rivista cinematografica «Sequenze».Le pietre volanti è uno dei suoi romanzi di maggior successo, per il quale vince il Premio Viareggio e il Premio Feronia nel 1992.Dopo la sua morte, dal 2010 si è cominciato il Premio Luigi Malerba di narrativa e cinema, a sua memoria, dedicato a opere inedite e sceneggiature di giovani con meno di 28 anni. Ha vinto numerosi premi letterari, tra i quali il Prix Médicis per il miglior autore straniero, il Mondello, il Grinzane Cavour e il Viareggio.E' rimasto celebre il suo scontro con Claudio Magris al Premio Strega che gli impedì la conquista del prestigioso alloro.Tra le sue opere ricordiamo: La scoperta dell'alfabeto (Bompiani 1963), Il serpente (Bompiani 1966), Salto mortale (Bompiani 1968), Il protagonista (Bompiani 1973), Le rose imperiali (Bompiani 1974), Il pataffio (Bompiani 1978), Diario di un sognatore (Einaudi 1981), Il pianeta azzurro (Garzanti 1986), Testa d'argento (Mondadori 1988), Il fuoco greco (Mondadori 1991), Le pietre volanti (Rizzoli 1992), Il viaggiatore sedentario (Rizzoli 1993), Storiette e storiette tascabili (Einaudi 1994), Le galline pensierose (Einaudi 1980, Mondadori 1994). Per Mondadori sono usciti i suoi libri più recenti: Le maschere (1995), Che vergogna scrivere (1996), Itaca per sempre (1997), La superficie di Eliane (1999), Il circolo di Granada (Mondadori 2002), Ti saluto filosofia (2004).Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.IL POSTO DELLE PAROLEascoltare fa pensarehttps://ilpostodelleparole.it/

Invest Like the Best with Patrick O'Shaughnessy
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 28, 2026 63:03


My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance.  He is best known for his activist work at companies like Sotheby's, Sony, and Yahoo, and for the public letters he has written to boards over the years. What I find most interesting about Dan is how much his approach has evolved across thirty years.  He came up as a credit and event-driven investor at Warburg Pincus and Jefferies, built Third Point, then layered in quality investing, thematic technology investing, and now a very large credit business that sits alongside the hedge fund. We cover how he thinks about the AI stack and the companies inside it he believes matter most, the difference between good and bad governance, what FTX taught him about due diligence, the Sony and Sotheby's stories, and the power of writing. Please enjoy my conversation with Dan Loeb. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Dan Loeb (00:03:21) Mental Models Information Overload (00:06:50) Dan's Identity as an Investor (00:11:24) The End of Classic Event-Driven Investing (00:13:52) Evolving Strategy Over 30 Years (00:17:48) Return Opportunities in Today's Market (00:21:12) Sources of Alpha for Fundamental Investors (00:22:10) Good vs. Bad Governance (00:26:17) Writing as an Investing Tool (00:27:29) The Sotheby's Story (00:30:04) Activism Opportunities Today (00:31:03) Third Point's Evolution to 60% Credit (00:36:10) Dan as Sole Portfolio Manager (00:38:09) Value Investor Perspective on Today's Market (00:39:23) Investing Outside the US (00:40:33) The Sony Activism Story (00:43:59) Lessons from 30 Years of Investing (00:46:26) Danaher and Operational Excellence (00:48:48) Building the Insurance Liability Business (00:51:19) The FTX Story (00:53:07) Leading a Team Through Uncertainty (00:54:29) Where Third Point Is Most Contrarian (00:56:22) What Makes a Great Analyst Today (00:58:12) The Next 10 Years (01:00:24) The Kindest Thing

Invest Like the Best with Patrick O'Shaughnessy
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 26, 2026 46:19


My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in the middle of the Iranian contingency, and we spent most of our time on what winning actually means in a theater like Iran. We discuss why magazine depth matters for the American industrial base, lessons from Ukraine, and what the rise of neo-prime defense companies will require from Congress. Please enjoy my second conversation with Darren Farber. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Darren Farber Intro (00:02:59) Defining What Winning Looks Like in Iran (00:12:16) The Strait of Hormuz (00:13:27) Eisenhower vs. Taylor: Two Military Doctrines Explained (00:17:12) US Military Readiness vs. the Pentagon Era (00:20:05) America's Magazine Depth (00:21:36) China's Vulnerability (00:25:28) Trading Freedom for Security (00:27:31) Today's Industrial Base (00:29:30) Lessons from the Ukraine War (00:31:11) Impact of Iran Conflict on Taiwan Risk (00:33:02) What Neo-Prime Defense Companies Need to Succeed (00:39:53) Can We Win Without Full Regime Change in Iran? (00:45:46) AI's Impact on Modern Warfare

My Daily Business Coach Podcast
623: An AI tip no one is talking about

My Daily Business Coach Podcast

Play Episode Listen Later May 25, 2026 9:56


In this quick tip episode, Fiona shares why your AI prompts, conversations and business context are valuable assets, and why you should not leave them trapped inside one platform. She explains how to export your AI data, store it safely and reduce your dependence on any single tool. Your AI Prompts Are Business Assets. Here's How to Protect Them You'll learn: How to export your AI data from tools like ChatGPT and Claude Why your best prompts are part of your business IP How to protect yourself from pricing changes, platform shifts and starting from scratch Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

2 Bulls In A China Shop
Trading Less, Living More - Roundtable

2 Bulls In A China Shop

Play Episode Listen Later May 22, 2026 62:51


This episode is less of a trading lesson and more of a long overdue reunion.Kyle reconnects with Baba and Fleri to catch up on everything that's happened since winding down Vanta. The conversation jumps between markets, business, family life, and the realities of balancing trading with everything else.Topics include: scaling franchise businesses from 1 to 13 stores real estate projects and property management why several of them are trading less, not more silver momentum trades and market conditions the chaos of trading during geopolitical headlines Tesla stories, parenting, fishing, and life updates and how their relationship with the market has changed overtime.It's part market discussion, part life conversation, and part old friends picking up where they left off.Subscribe, share, eat at Erbert & Gerbert's and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Chapters: 00:00 — Intro & Reunion Kickoff02:00 — From 1 Franchise to 13 Stores05:00 — Trading Less and Simplifying Systems08:00 — Fishing, Family & Real Estate Projects13:00 — Decision Fatigue and Everyday Systems19:00 — Baba's Best Trading Month Ever23:00 — Why This Market Feels Irrational28:00 — Futures, Volatility & Surviving the Rip35:00 — The Fed, Bonds & Market Structure43:00 — Why Sometimes the Best Trade Is No Trade46:00 — Kids Growing Up, Proms & Parenting50:00 — Excavators, Projects & Dad Life55:00 — Tesla Stories & Closing ThoughtsSponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.comCheck out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Baba Yaga:Solving problems, helping set goals, and refining processes is the bulk of Baba's passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”. Follow Baba Yaga on TwitterFleri:Fleri is a seasoned trader whose journey began in the early days of crypto exchanges and mid-cap stocks. Evolving over time, he redirected his focus to futures and intraday trading, specifically honing his expertise in ES, NQ, RTY, CL, and UB. His approach is deeply rooted in Market Auction Theory, navigating the market by tracking participants through a nuanced blend of pattern recognition and the confluence of Price Action and Order Flow. At the heart of Fleri's trading philosophy is a meticulous plan of execution, identifying areas for the auction to potentially seek value. Leveraging Order Flow and Price Action, he capitalizes on opportunities that present themselves throughout the trading day. Fleri is not just a trader; he's a dedicated educator, sharing his insights through podcasts, Twitter, and Discord to support fellow traders on their journeys. What sets Fleri apart is not only his technical prowess but also his lighthearted approach and transparency about both past and current struggles. In the complex world of trading, Fleri brings not only expertise but also a relatable and open demeanor, creating a supportive environment for traders to learn and thrive.Follow Fleri on TwitterFind your local Erbert & Gerbert's!Sub to Rare Barrel on YouTubeAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Pod Save the UK
Starmer clings on, Burnham steps up w/ MP Nadia Whittome

Pod Save the UK

Play Episode Listen Later May 21, 2026 66:22


This week, Nish and Coco make sense of another chaotic week in Westminster, as Keir Starmer clings on in Downing Street, Wes Streeting resigns, and Andy Burnham's route back to Parliament suddenly becomes very real.They're joined by Nadia Whittome, Labour MP for Nottingham East and one of the earliest MPs to call for Starmer to go, to unpack the mood inside the Labour Party, whether Burnham is really the answer, and what Labour needs to do to win back progressive voters. Plus: after Stephen Christopher Yaxley-Lennon, aka Tommy Robinson's latest rally in London, how should progressives respond to the far right without simply echoing its politics?And: Nigel Farage faces questions over a £5m gift from a crypto billionaire. Does the man of the people have some very expensive explaining to do?CHECK OUT THESE DEALS FROM OUR SPONSORS BT: Search ‘Why BT' to find out more.VANTA: https://www.vanta.com/PSTUK INCOGNI: https://www.incogni.com/podsavetheuk Code: podsavetheukSHOPIFY: https://shopify.co.uk/podsavetheukGUESTS Nadia Whittome MPUSEFUL LINKS@Femi_Sorry: Tommy Robinson supporters expose themselves so fast! - Unite The Kingdomhttps://www.youtube.com/watch?v=vBdc_HsSA5Y CLIP CREDITSFemi OluwoleNigel Farage Interview: The SunPod Save the UK is an Intelligence Squared production for Crooked Media.Get in touch - contact us via email: podsavetheuk@crooked.comLike and follow us on Youtube: https://www.youtube.com/@PodSavetheUKInstagram: https://instagram.com/podsavetheukTikTok: https://www.tiktok.com/@podsavetheukBlueSky: https://bsky.app/profile/podsavetheuk.crooked.comFacebook: https://facebook.com/podsavetheukX: https://x.com/podsavetheuk

My Daily Business Coach Podcast
621: Your expertise is not a freebie

My Daily Business Coach Podcast

Play Episode Listen Later May 21, 2026 14:07


  Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

Morning Wire
The Fate of Thomas Massie & Chinese Birth Tourism In Texas | 5.20.26

Morning Wire

Play Episode Listen Later May 20, 2026 19:05


Kentucky voters take to the polls in the most expensive congressional primary in history, a number of alleged Chinese birth tourism centers pop up in Texas, and the legal fight escalates to release recordings of former President Biden and his memoir's ghostwriter. Reporting from Brent Scher and Jennie Taer. Plus, we speak with Jeff Clark. Get the facts first with Morning Wire.- - -Ep. 2796- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Dose Daily - Save 35% on your first month of subscription by going to https://dosedaily.co/WIRE or entering WIRE at checkout.Vanta - Get started at https://Vanta.com/MORNINGWIRE- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Invest Like the Best with Patrick O'Shaughnessy
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 20, 2026 76:51


My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch. We also discuss Elon's Terrafab, the disaggregation of GPUs, the role of new chip companies, and whether the economic value of AI will keep accruing to frontier models. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Gavin Baker Intro (00:03:32) Anthropic's Record ARR Growth (00:11:49) Should OpenAI and Anthropic Raise at a Much Higher Valuation? (00:13:23) How Elon Preserves Investor Trust (00:14:00) Watts & Wafers (00:15:45) Data Centers in Space Explained (00:20:51) Orbital Compute's Impact on Terrestrial Data Centers (00:26:24) TSMC Supply Discipline & Bubble Risk (00:30:50) Demand for Frontier Tokens & The Bitter Lesson (00:35:33) Continual Learning & Memory (00:40:01) New Chip Companies & Startups (00:42:49) Prefill vs. Decode Disaggregation (00:48:40) AI-Native Founders: Different & Hard (00:51:27) Token Path & Application Layer (00:56:13) How Gavin Uses AI in Atreides (01:00:06) Signs of a Diversity Breakdown (01:05:42) Google, Meta, Amazon, Microsoft (01:11:42) Broader Knock-On Effects of AI

This Week in Startups
Avi Patel on the startup that copied Kled and why he called out General Catalyst by name | E2291

This Week in Startups

Play Episode Listen Later May 20, 2026 94:22


This Week In Startups is made possible by:Grasshopper Bank - https://grasshopper.bank/twistLinkedIn - https://linkedIn.com/twistNorthwest Registered Agent - https://northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twist Why raise $200 million if you are already profitable? That's the question Jason and Alex put to Mercury's founder and CEO, Immad Akhund, after the entrepreneur raised another massive round for his upstart, technology-friendly bank. TWiST then welcomed Kled founder Avi Patel to discuss the startup he considers a clear ripoff of his own company. Jason gavels in verdicts on all parties involved, including Y Combinator and venture capital firm General Catalyst. The show closes with a news lightning round, including OpenAI's decision to offer $2 million in token credits to hundreds of startups.Guest Links:Mercury https://mercury.comMercury funding announcement https://www.businesswire.com/news/home/20260520511817/en/Mercury-Raises-$200-Million-Series-D-at-$5.2B-ValuationImmad Akhund on X https://x.com/immadKled https://www.kled.ai/Avi Patel on X https://x.com/avipat_/Avi's complaint https://x.com/avipat_/status/2055384102409253056General Catalyst https://www.generalcatalyst.com/Y Combinator https://www.ycombinator.com/Delve https://techcrunch.com/2026/04/23/another-customer-of-troubled-startup-delve-suffered-a-big-security-incident/Discussion links:Anthropic's attack on secondary trading https://techcrunch.com/2026/05/12/anthropic-warns-investors-against-secondary-platforms-offering-access-to-its-shares/Vanta https://www.vanta.com/twistTimestamps:0:00 Welcome to This Week in Startups!2:14 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!3:27 Immad Akhund (Mercury) joins to discuss $200M raise6:33 Mercury's origin story and path to $650M run rate9:53 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist14:23 Stablecoins: where they work, why Mercury won't launch its own20:13 LinkedIn - Thanks to our partners at LinkedIn! Post your job for free at https://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant.22:38 AI agents, and the future of money movement27:30 Why Mercury raised less this round30:11 Grasshopper Bank - Time is money. Don't waste either. Go to https://grasshopper.bank/twist and get an exclusive $500 cash bonus just for opening an account.42:48 Avi Patel (Kled) joins to discuss copycat startups57:06 Jason's verdict on YC's hacker culture & "appearance of impropriety"1:17:39 Sam Altman's $2M-in-tokens-for-equity offer to YC founders1:24:32 NYC hotel housekeepers cross $100K in time under new union contract1:30:14 Minimum wage, immigration & the case for raising it slowlySubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

My Daily Business Coach Podcast
622: The real cost of undercharging

My Daily Business Coach Podcast

Play Episode Listen Later May 20, 2026 19:51


Your expertise is not a freebie and neither is the long-term cost of undercharging. In this coaching episode, Fiona explores the hidden financial, emotional and strategic impact of pricing yourself too low and why so many small business owners stay stuck there. From pricing psychology to resentment, visibility and positioning, this episode is a powerful reminder that pricing is not just about money. It's about how you value your work and how others value it too. You'll learn:  The hidden costs of undercharging beyond just lost revenue Why low pricing can attract the wrong clients and create resentment How to position your business intentionally instead of pricing from fear or self-doubt Need help with your own business strategy, impact, visibility or personal brand ? Get in touch: hello@mydailybusiness.com  Connect with My Daily Business: Instagram: @mydailybusiness_ TikTok: @mydailybusiness Email: hello@mydailybusiness.com Website: mydailybusiness.com Resources mentioned: AI Monthly Chat Group for Small Business Owners My Daily Business courses - mydailybusiness.com/courses Want to get your #smallbusiness sorted in 2026? Check out our 1:1 business coaching packages from a one-off session to 6-months of coaching. Want to know more about AI and how to harness it for your small businesS? Join our new monthly AI chat for small business owners. You can join anytime at www.mydailybusiness.com/AIchat Try out my fave AI tool, Poppy AI here and use discount code FIONA. We also love Descript. Connect and get in touch with My Daily Business via our shop, freebies, award-winning books, Instagram and Tik Tok.

F1: Beyond The Grid
LEGENDS: David Coulthard on finding the best seat in F1

F1: Beyond The Grid

Play Episode Listen Later May 19, 2026 50:38


The Formula 1 driver market is potentially just one domino away from exploding into a frenzy, so what exactly does an F1 driver need to do to get themselves into the best seat on the grid?With multiple wins, poles and podiums throughout his 15 seasons at the pinnacle of motorsport, David Coulthard was often fighting at the front. But how did he make his way into the fastest cars?Speaking to Tom Clarkson, David shares some of the remarkable tales from that journey – including his careful approach to getting a drive at Williams after the death of Ayrton Senna and why a ‘totally unnecessary' contract dispute resulted in him leaving them for McLaren. DC emphasises the importance of dealing with people, pressure and politics in navigating his way to the front of the grid. He reflects on how he negotiated with big team bosses like Ron Dennis, why he tried to use the media to his advantage and how surviving a plane crash changed his approach to life in F1.This episode is sponsored by: Shopify: sign up for your $1 per month trial today at shopify.com/beyondthegridVanta: get started at Vanta dot com slash GRIDLeesa: go to leesa.com for 30% off select mattresses PLUS get an extra 50 dollars off with promo code GRID

CISO-Security Vendor Relationship Podcast
Why Be Responsible When We Can Just Blame AI?

CISO-Security Vendor Relationship Podcast

Play Episode Listen Later May 19, 2026 41:35


All links and images can be found on CISO Series This week's CISO Series Podcast features David Spark, producer of CISO Series, and Andy Ellis, principal of Duha. Joining us is our sponsored guest, Jadee Hanson, CISO, Vanta. In this episode: The compliance receipt nobody reads Who signs off on the AI that wrote the code The agent that wouldn't stop The questionnaire that should not exist A huge thanks to our sponsor, Vanta Risk and regulation ramping up—and customers expect proof of security just to do business. Vanta's automation brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure—and keeps your deals moving. Learn more at vanta.com/ciso.

The Startup Podcast
The Science of Scaling: Using data to scale your startup perfectly w/ Mark Roberge

The Startup Podcast

Play Episode Listen Later May 18, 2026 65:03


Most founders treat 'scale' like a switch you flip after raising a round: hire 14 reps, 10x the ad spend, and pray. About half scale too early and burn the runway, while the other half scale too late and get caught by a more aggressive competitor. Almost nobody can tell you, in measurable terms, when they're actually ready.In this episode, Yaniv Bernstein is joined by Mark Roberge - founding CRO at HubSpot (where he scaled the company from $0 to $100M ARR), senior lecturer at Harvard Business School, cofounder of Stage 2 Capital, and author of the new book 'The Science of Scaling'. Mark walks Yaniv through his impressive data-driven framework for scaling that he's spent a decade refining, covering how to objectively define product-market fit, why customer retention is the only honest measure of PMF, and how to instrument a Leading Indicator of Retention you can act on in week one.In this episode, you will:Learn why retention is the only honest measure of product-market fit, and why most founders are flying blind without itDiscover Mark's framework for building a Leading Indicator of Retention (LIR) you can measure in week one, using Slack, HubSpot, and Facebook as worked examplesHear Mark coach Yaniv through Vera's LIR in real time, and pick up a repeatable method for designing one for your own businessLearn the 'Stay/Go/Slow' model for pacing hires and spend post-raise, and why startups should reassess monthly or quarterly rather than locking in an annual planGet Mark's take on why 'paranoid optimism' is the trait that correlates most strongly with founder success, and the link between that trait and founder mental healthTimestamps00:00 Coming Up00:26 On Today's Show: The Science of Scaling01:47 Guest Intro: Mark Roberge02:31 Why Scaling Needs Data04:20 Eric Ries and Product Market Fit06:56 Retention as a North Star10:15 What Makes a Good Leading Indicator?15:00 Case Study: Vera (Yaniv's Startup)17:41 Choosing Frequency and Event23:55 Instrumenting and Unique Value31:12 Blitzscaling and Defining PET34:41 ICP Denominator Rules37:28 Segmenting By Product40:40 Go To Market Fit45:25 Dealing with Revenue-Focused Investor Pressure50:33 The Pace of Scaling56:07 About the Book, The Science of Scaling57:45 Founder Mental Health01:02:28 Closing ThoughtsResources in this episode:Mark Roberge on LinkedIn: https://www.linkedin.com/in/markroberge/‘The Science of Scaling: Using Data to Decide When — and How Fast — to Scale Revenue' by Mark Roberge: https://www.amazon.com/Science-Scaling-Revenue-Mark-Roberge/dp/1394319428Stage 2 Capital (Mark's B2B SaaS-focused venture firm): https://www.stage2.capital/Vera (Yaniv's startup): https://vera.guide/The PactHonor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appFollow us on YouTube for full-video episodes: https://www.youtube.com/@startup-podcastGive us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThis episode of the Startup Podcast is sponsored by .tech domains. Forget weird prefixes and creative misspellings; the availability for .tech domains is simply way better than .com. For a clean and memorable name, go to https://⁠get.tech/tspThis episode of the Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited time offer of US$1,000 off, go to ⁠⁠⁠⁠https://⁠www.vanta.com/tsp⁠⁠⁠⁠⁠ The Startup Podcast website: https://www.tsp.show/episodes/Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurAssistant Producer: Steph Hefferan https://www.linkedin.com/in/steph-heff/Intro Voice: Jeremiah Owyang https://web-strategist.com/

Behind The Thread
Troy Millings: How To Become A Millionaire On A 9-5 Salary (Painfully Simple!)

Behind The Thread

Play Episode Listen Later May 18, 2026 78:00


Troy Millings is the co-founder of Earn Your Leisure, one of the biggest financial education platforms in the world. He turned $100,000 into $1.3 million in 10 months by investing in AI. In this episode, Troy breaks down exactly how someone on a 9-5 salary can start investing in AI. Start Using Gamma Today: https://bit.ly/GammaXCalum Try Vanta Today: https://Vanta.com/calum Want the resources, tools, and insights mentioned in this episode? Subscribe to New Era, our weekly newsletter here: https://calumjohnsonshowlinks.lovable.app/ Follow Us! https://x.com/calum_johnson9 https://www.instagram.com/calumjohnson1/?hl=en Troy's Instagram: https://www.instagram.com/troymillings/ Start Using Gamma Today: https://bit.ly/GammaXCalum Try Vanta Today: https://Vanta.com/calum Want the resources, tools, and insights mentioned in this episode? Subscribe to New Era, our weekly newsletter here: https://calumjohnsonshowlinks.lovable.app/ Follow Us! https://x.com/calum_johnson9 https://www.instagram.com/calumjohnso... Troy's Instagram: https://www.instagram.com/troymillings/  @EarnYourLeisure  Timestamps: 00:00 Intro 01:18 Why AI is the greatest wealth transfer of our lifetime 10:37 The one decision that changed Troy's family forever 22:03 The silent battle most parents are fighting 35:19 How Troy turned $100,000 into $1.3 million in 10 months 45:00 [INVESTING STEP-BY-STEP STARTS HERE] 50:17 Do this if you work a 9-5 58:13 The company nobody's talking about that went from $83 to $501 01:06:18 ETFs explained... 01:09:38 Troy's favorite investing rule 01:12:09 Do this after you finish watching

SDR Game - Sales Development Podcast
OK31: Corporate Gifting: A 2-Step ABM System for Tier-1 Accounts & Prospects

SDR Game - Sales Development Podcast

Play Episode Listen Later May 15, 2026 16:09


Get the 3 prompts (research + classify, gift ideas, note writer) in my paid newsletter here.---In this episode, I break down the 2-step ABM gifting system you can run on your top 200 accounts. How to find the clue. How to classify the prospect into one of four buckets (Identity, Passion, Milestone, or No Gift). How to pick a gift that maps to the specific niche. And how to write the note that proves the research wasn't AI-generated.--If you're new here, I'm Elric Legloire, founder of Outbound Kitchen. I help B2B SaaS companies between $2M and $50M ARR fix and scale their outbound system. My view: in 2026, productivity is the multiplier to scale outbound teams.Menu:- Why a $300 researched gift is cheaper than the cold email sequence you'd run into a $200K to $1M ARR account- The 4-bucket prospect classification: Identity, Passion, Milestone, No Gift (and why ~70% land in No Gift)- The specificity ladder: vague vs. niche vs. Passion vs. Signature clues, and which two qualify for a gift- Where to find Signature clues: LinkedIn About sections, podcast appearances, keynotes, blogs, book forewords- A worked example on Kyle Norton (CRO at Owner.com). From clue ("former MMA gym co-owner, black belt") to gift (personalized oak belt display from Etsy with his "Slow is smooth. Smooth is fast." quote)- The 5-part note template: research proof, rabbit hole, gift bridge, pitch + proof, soft ask- Why Perplexity beat ChatGPT for clue research this round, and why you should keep benchmarking AI modelsReferenced:- Stevie Case (CRO, Vanta), Quake rocket launcher gift, sent by Brennan- Tom (CMO, Incident.io), signed vinyl gift- Newsletter with the 3 prompts (research + classify, gift ideas, note writer): https://newsletter.outbound.kitchen/p/abm-how-to-gift-your-top-200-accountsChapters(00:00) Why Gifting Works(01:37) ABM Outbound Fit(02:41) Step One Find Clues(03:29) Clue Buckets Framework(04:41) Avoid Creepy Research(05:38) Make Clues Specific(06:55) Where To Research(07:17) Kyle Norton Example(09:51) Decision Tree Choices(10:40) Step Two Gift Ideas(11:56) Personalized Gift Build(13:24) Write The Note(14:58) Note Template--When you're ready⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to work with me? Send me a DM⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ---Connect with me⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Morning Wire
CIA Whistleblower Drops COVID Bombshell & Vance Freezes Fraud Funds | 5.14.26

Morning Wire

Play Episode Listen Later May 14, 2026 19:18


A CIA whistleblower testifies that Dr. Anthony Fauci intentionally prevented releasing evidence that COVID-19 leaked from a Chinese lab, JD Vance takes swift action after a series of reports on billions of potential healthcare waste and fraud in his home state of Ohio, and President Trump sits down today in Beijing with President Xi. Reporting from Cabot Phillips, Tim Rice and Ben Domenech. Get the facts first with Morning Wire. - - - Ep. 2786 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: Vanta - Get started at https://Vanta.com/MORNINGWIRE Pocket Hose - Text MORNING to 64000 for your 2 free gifts with the purchase of any Pocket Hose Ballistic hose. By Texting 64000, you agree to receive recurring automated marketing messages from Pocket Hose. Message frequency varies and data rates may apply. Text STOP at any time to opt out. Text HELP for additional Information. No purchase required. Terms apply, available at ⁠https://PocketHose.com/terms⁠ ZipRecruiter - Post jobs FOR FREE at https://ZipRecruiter.com/WIRE - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Invest Like the Best with Patrick O'Shaughnessy
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 13, 2026 76:07


My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which everything else gets built. We talk about what he calls the cone of uncertainty, the three chip platforms Anthropic uses fungibly across Trainium, TPUs, and GPUs, and the daily meetings they run to allocate compute between model development, internal use, and serving customer demand. He explains why the returns to frontier intelligence keep getting higher, especially in enterprise, and how Anthropic thinks about the line between platform and application and why they choose to build their own products like Claude Code. Krishna has such a unique seat watching one of the fastest growing businesses in history, and he is generous in sharing what he has learned since joining the company two years ago. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Krishna Rao (00:03:14) Compute as Anthropic's Lifeblood (00:05:17) Three Fungible Chip Platforms (00:07:31) The Cone of Uncertainty (00:09:08) Competing Ways to Allocate Compute (00:10:36) What Drives Compute Efficiency (00:12:38) Why Frontier Returns Are So High (00:16:32) How Claude Code Writes Its Own Code (00:18:46) Will Talent Become Obsolete? (00:20:07) How Scaling Laws Are Holding (00:21:54) Exponential Thinking (00:23:17) The Layer Cake of Compute (00:26:36) How Anthropic Deploys New Compute (00:27:53) Platform v. Application Layer (00:32:42) Why Model Pricing Has Stayed Stable (00:35:26) Measuring Return on Compute (00:37:22) Working With Chip Providers (00:38:32) How Anthropic's Finance Team Uses Claude (00:41:32) The Jevons Paradox for Labor (00:43:08) Anthropic's Fundraising & Growth Journey (00:47:31) The Exponential Revenue Curve (00:49:02) The Hardest Thing to Explain to Investors (00:52:15) AI's Public Perception Problem (00:55:38) Mythos (00:57:31) Relationship With Government (00:58:51) Inside Anthropic's Culture (01:03:48) The Next Frontier: Virtual Collaborators (01:06:22) How Leaders Scale With a Business (01:10:55) The Biggest Risks to Continued Progress (01:12:09) What Krishna is Excited About  (01:13:45) The Kindest Thing

Cyber Security Headlines
PAN-OS RCE exploit , Poland water hacks, Ivanti EPMM flaw

Cyber Security Headlines

Play Episode Listen Later May 8, 2026 9:02


PAN-OS RCE exploit under active use enabling root access and espionage Polish intelligence says hackers attacked water treatment control systems Ivanti warns of new EPMM flaw exploited in zero-day attacks Get the show notes here: https://cisoseries.com/cybersecurity-news-pan-os-rce-exploit-poland-water-hacks-ivanti-epmm-flaw/ Thanks to our episode sponsor, Vanta Risk and regulation ramping up—and customers expect proof of security just to do business. Vanta's automation brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure—and keeps your deals moving. Learn more at vanta.com/ciso.

Cyber Security Headlines
The Department of Know: AI "transformation paradox," Copy Fail chaos, hacked lawnmowers

Cyber Security Headlines

Play Episode Listen Later May 8, 2026 38:41


Link to the episode This week's Department of Know is hosted by Rich Stroffolino, with guests Jonathan Waldrop, CISO, Acoustic, and Jason Elrod, CISO, MultiCare Health System. Missed the live show? Check it out on YouTube. The Department of Know is live every Friday at 4:00 p.m. ET. Join us each week by registering for the open discussion at CISOSeries.com. Huge thanks to our sponsor, Vanta Risk and regulation ramping up—and customers expect proof of security just to do business. Vanta's automation brings compliance, risk, and customer trust together on one AI-powered platform. So whether you're prepping for a SOC 2 or running an enterprise GRC program, Vanta keeps you secure—and keeps your deals moving. Learn more at vanta.com/ciso.

Founders
#418 Phil Knight: Founder of Nike

Founders

Play Episode Listen Later May 7, 2026 63:15


What I learned from rereading Shoe Dog: A Memoir by the Creator of Nike for the 3rd or 4th time. Made possible by: Ramp:⁠ https://ramp.com⁠ Axon by Applovin: ⁠https://axon.ai/founders⁠ Vanta: ⁠https://vanta.com/founders

Modern CTO with Joel Beasley
Why Software Is Never “Done” Anymore with Iccha Sethi, SVP of Engineering at Vanta

Modern CTO with Joel Beasley

Play Episode Listen Later May 7, 2026 54:04


How do we decide that a project is actually finished in the age of AI? Today, we're talking to Iccha Sethi, SVP of Engineering at Vanta. We discuss why software is never truly done in the age of AI, how engineering leaders can manage model drift through evaluation frameworks, and why the top 1% of engineers all share one unexpected trait. All of this right here, right now, on the Modern CTO Podcast!  To learn more about Vanta, check out their website here.

Morning Wire
Trump's ‘Project Freedom' Underway & SCOTUS Rules On Abortion Access | 5.5.26

Morning Wire

Play Episode Listen Later May 5, 2026 17:33


The U.S. shepherds oil ships through the Strait of Hormuz, the Supreme Court weighs in on mail-order abortion drugs, and the House Judiciary Committee digs into the Democrats' primary fundraising platform. We speak with Victoria Coates, Erin Hawley & Jim Jordan. Get the facts first with Morning Wire. - - - Ep. 2770 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: Quince - Go to https://Quince.com/WIRE for free shipping on your order and 365-day returns.  Vanta - Get started at https://Vanta.com/MORNINGWIRE - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

F1: Beyond The Grid
LEGENDS: When Emerson Fittipaldi shocked Formula 1

F1: Beyond The Grid

Play Episode Listen Later May 5, 2026 50:05


Why would a double F1 World Champion at the height of his powers walk away from a winning car? For the 1976 season, Emerson Fittipaldi stunned the sport by leaving McLaren and setting up his own team. He wanted a challenge, and he certainly got one.50 years later, Emerson tells Tom Clarkson why he and his brother Wilson launched Copersucar,  a team based in their home country of Brazil. He also remembers the dramatic events that led him to start his own team – winning the World Championship with Lotus and considering retirement before winning a second title with McLaren, and the conversations with Ferrari which could have changed the course of his career. Emerson's passion for F1 still burns bright. He drove his championship-winning M23 in Miami at a McLaren showrun. He also keeps a close eye on every Grand Prix, and gives his views on Kimi Antonelli's impressive start to the 2026 season.This episode is sponsored by: Vanta: get started at vanta.com/GRID.Shopify: sign up for your $1 per month trial today at shopify.com/beyondthegrid

Invest Like the Best with Patrick O'Shaughnessy
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later May 5, 2026 75:23


My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him into founder mode.  He explains why he thinks AI founder mode will demand even more attention to the details and why founders are rarely good early CEOs. He walks through his eleven-star exercise, which is a way of imagining the most absurd version of a customer experience to achieve product market fit.  We also talk about what changed for him when he stopped chasing adulation and started making things for the love of making them.  For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Brian Chesky (00:03:07) Studying Industrial Design at RISD (00:08:30) Why Founders Don't Make Good CEOs (00:09:02) Founder Mode (00:12:51) AI Founder Mode (00:14:41) The End of Pure People Managers (00:18:42) Consumer AI (00:21:45) Project Hawaii (00:25:49) Make the Problem as Small as Possible (00:29:46) Becoming a Good CEO (00:32:11) What Brian Learned From Hiroki Asai (00:36:32) The Eleven-Star Experience (00:38:48) AI and Creativity (00:41:44) Making Things for the Love of It (00:43:36) The Adulation Trap (00:46:38) The Ham Sandwich Paradox (00:52:38) Why Founder-Led Businesses Endure (00:55:14) The Person as the Atomic Unit of Airbnb (00:59:40) Disrupting Yourself With AI (01:02:11) Lessons from Bodybuilding (01:07:55) Hiring as the Most Important Job (01:09:16) Are Founders Born or Made? (01:11:04) The Motivation of an Artist (01:11:47) The Kindest Thing

This Week in Startups
Naval's GP, Ankur Nagpal, Breaks Down The Viral “USVC” Fund | E2284

This Week in Startups

Play Episode Listen Later May 5, 2026 98:10


This Week In Startups is made possible by:Render - render.com/twistVanta - vanta.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistHave you wanted to invest in venture capital alongside your 401k contributions, but struggled to find a way to place a bet? Search no more, for the AngelList team has created USVC, a new fund that will accept investments of as little as $500 from folks who lack accreditation. USVC's Ankur Napgal swung by the show to chat about investment strategies, access, fees, and just how illiquid the venture-like vehicle will prove to be.Jason and Alex were then joined by Jon Durbin, core contributor at Chutes, and Yash Goenka, co-founder and CEO of Humwork. Chutes is the most valuable Bittensor subnet, focused on aggregating GPUs to offer trustless AI compute. Humwork wants to help bring a human into your agentic workflow to unstick your agent when it runs into a hitch. The show closes with a news lightning round — enjoy!Timestamps:0:00 Intro + Plaud AI sponsor read (Jason demos the NotePin S)2:06 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!3:50 Episode overview: USVC, Chutes, Humwork7:41 USVC structure: $500 min, no accreditation, quarterly redemptions10:28 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist11:39 Fee structure breakdown: 1% mgmt fee, ~2.5% net expense ratio15:41 USVC portfolio: xAI, Anthropic, OpenAI, Crusoe, Vercel16:17 Strategy: 1/3 emerging managers, 1/3 growth, 1/3 secondaries19:00 $1B cap and path to expanding the fund20:33 Vanta - Compliance and security shouldn't be a deal-breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 reports fast. Get $1,000 off for a limited time at https://www.vanta.com/twist28:00 What is sovereign compute? Permissionless GPU networks explained30:10 Render - Find out why 5 million developers are already using the all-in-one cloud platform, Render. Go to https://render.com/twist and apply for the Render Startup Program to get $500-$100,000 in free credits, depending on your stage and backers.44:53 Usage history: 160B tokens/day peak, free-to-paid transition46:41 GPU pricing: from $0.77/hr to $3.50/hr as shortage bites49:13 DeepSeek censorship demo: Taiwan test on DeepSeek chat57:27 Permissionless supply curves: Uber/Airbnb analogy for induced demand59:20 Yash Goenka, co-founder of Humwork (YC S26)1:00:49 Lightning Round: Ryan Cohen wants to buy eBay — Jason's hot take1:12:36 Lightning Round: Cerebras IPO update ($27–36B valuation range)1:14:05 Lightning Round: Spirit Airlines / JetBlue / M&A regulation debate1:19:10 OFF-DUTY: Star Wars: Maul - Shadow Lord1:32:57 Alex's OFF-DUTY: Captain of IndustrySubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

Invest Like the Best with Patrick O'Shaughnessy
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Apr 28, 2026 66:53


My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also one of the most entertaining and interesting people I have ever met. He is full of stories and hard-earned lessons from a lifetime in markets that feels like several lifetimes compressed into one. In this conversation, he shares how he thinks about trading as a constant battle of risk management and patience, why he still wakes up in the middle of the night to watch global markets, and how he identifies the rare moments where he can take a truly big swing. We discuss whether we are in a bubble, why he sees AI as one of the greatest risks in history, and why he believes Bitcoin is the best inflation hedge. We also spend time on the difference between trading and investing, the importance of passion and discipline, and the ideas that have shaped his life both inside and outside of markets. Please enjoy this conversation with Paul Tudor Jones. This conversation was recorded in mid-February 20, 26 weeks before the geopolitical conflicts now shaping the global economy. Please enjoy this great conversation with Paul Tudor Jones.  For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Episode Intro: Paul Tudor Jones (00:04:44) Paul's Incredible Kindest Thing Story (00:06:50) Discovering a Passion for Philanthropy (00:13:12) Paul's Commencement Speech Address (00:15:24) Trading v. Investing (00:19:23) Lessons from Warren Buffet (00:23:48) The AI Industry Lacks Proper Risk Management (00:26:54) The One Regulation AI Needs (00:28:51) What Paul Learned from Eli Tullis (00:30:39) Why Trading is Like Boxing (00:32:16) The Bull Case for the Yen (00:34:30) Why Bitcoin is the Best Inflation Hedge (00:36:06) Lessons from Historical Bubbles (00:38:57) Are We in a Bubble? (00:42:10) Paul's Daily Routine (00:44:12) Managing Information Overload (00:45:35) What Exquisite Execution Means (00:46:37) Paul's Love of Games (00:48:13) The Secret to Longevity (00:50:51) Starting Robin Hood After the 1987 Crash (00:55:33) The Importance of Studying Journalism (00:57:12) Communicating Effectively in Today's World (00:59:13) The Four Components of a Great Life (01:01:10) Paul's Relationship with God and Nature (01:03:53) Kill ‘Em With Kindness

Morning Wire
Why Is This Left-Wing Nonprofit Funding Hate?

Morning Wire

Play Episode Listen Later Apr 25, 2026 13:43


The Southern Poverty Law Center built an extensive reputation by calling out “hate” around the country. This week, the DOJ charged it with laundering money to White Supremacist groups to keep the donations rolling in. Jeremy Tedesco of Alliance Defending Freedom joins the show to unpack the DOJ's legal claims, the group's reach, and its work to censor conservatives at home and abroad. Get the facts first with Morning Wire.- - -Ep. 2752- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Vanta - Get started at https://Vanta.com/MORNINGWIREEquip Foods - You've heard our team talk about Equip's Prime Bar - but we've become huge fans of their Prime Protein, too. Voted the cleanest protein on the market by Men's Health and this comes as no surprise when you see the short ingredient label. Morning Wire listeners will get 25% off one-time purchases, or 40% off first subscription orders for a limited time by heading to https://equipfoods.com/morningwire and using code MORNINGWIRE at checkout.- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

Invest Like the Best with Patrick O'Shaughnessy

Play Episode Listen Later Apr 23, 2026 45:19


This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completely explosive. He explains why the frontier model is the only model anyone wants, and willingness to pay for it is nearly unbounded. His own firm has gone from tens of thousands of dollars in AI spend last year to seven million this year. On supply, we walk through the bottlenecks across memory, logic, and fab equipment that will determine how fast any of this can scale. We also cover Claude Mythos and what the leading labs need to do to fix their growing public perception problem. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit ⁠vanta.com/invest⁠.  ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Intro: Dylan Patel (00:03:09) Semi Analysis AI Spend: Zero to $7M (00:05:16) Real-World Examples of Claude Code (00:11:41) Token Demand: “Completely Explosive” (00:14:48) Why Everyone Wants the Frontier Model (00:15:36) Mythos: Biggest Model Capability Jump in Two Years (00:20:54) Fear of Rapid Model Progress (00:23:45) Robotics as the Next Demand Wave (00:26:03) Scaling Laws & Compute Efficiency (00:27:24) OpenAI vs. Anthropic (00:31:33) Supply Side: Bottlenecks Across the Stack (00:33:26) TSMC CapEx Could Cause a Shortage (00:36:45) CPUs, ASICs, and FPGAs (00:40:12) Tokenomics (00:42:20) Protests & AI Backlash

Morning Wire
Iran's Options Narrow & Biden DOJ's Pro-Abortion Collusion? | 4.15.26

Morning Wire

Play Episode Listen Later Apr 15, 2026 18:09


Tensions build across multiple fronts in the Middle East, inflation data reveals the widespread effects of rising gas prices, and an explosive report released Tuesday suggests the Biden DOJ coordinated with abortion-rights activists to target pro-life advocates. Get the facts first with Morning Wire.- - -Ep. 2734- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Hello Fresh - Go to https://HelloFresh.com/morningwire10fm now to Get 10 Free meals + Free Nutribullet® Ultra Plus+ 2-in-1 Compact Kitchen System ($189.99 value) on your 3rd box.Vanta - Get started at https://Vanta.com/MORNINGWIRE - - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices

Morning Wire
Iran Deal Imminent? & Economic Silver Lining | 4.6.26

Morning Wire

Play Episode Listen Later Apr 6, 2026 18:59


President Trump puts the Iranian regime on the clock to reopen the Hormuz Strait—after an American airman is rescued, a positive jobs report offers hope for the economy as energy shocks spread, and Virginia stands by its sanctuary policies amid a string of illegal immigrant violence. Plus, the Artemis II mission is about to make history today. Get the facts first with Morning Wire. - - - Ep. 2718 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: Zocdoc - Go to https://Zocdoc.com/WIRE to find and instantly book a doctor you love today. Vanta - Get started at https://Vanta.com/MORNINGWIRE - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices