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In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:41) Why Shawn's original Alphabet thesis needed a revisit (00:06:55) How the AI-kills-search narrative played out in reality (00:30:28) Why Google Cloud's margins surprised skeptical investors (00:43:48) How Waymo went from afterthought to major asset (00:49:44) How Alphabet's AI spending flows through its earnings (01:03:12) What Berkshire Hathaway's growing stake signals about the company (01:03:47) Why Alphabet paused buybacks and started raising equity (01:07:15) Which unresolved questions will define Alphabet's next few years (01:13:13) Whether Kyle & Shawn will add to their Alphabet in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Superhuman References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This week's iPhone 18 Pro discourse made aperture a priority, but today on Vergecast we zoom out to talk about the state of smart phone photography at large. Executive editor Jake Kastrenakes, guest host David Imel and senior reviewer Allison Johnson get into manual controls, "buckets of photons," and Apple and Google's strategies on how to prove a picture you took is real. Then, senior AI reporter Hayden Field returns to The Vergecast, just a few new revelations of misaligned behavior since her last appearance. She breaks down who's calling for a slowdown, who's full steam ahead, and the prisoner's dilemma facing the industry. And in the lightning round, we cover robotaxis calling the cops, the Boox Palma 3 e-reader, and the latest crop of intentionally low-quality digital cameras. Further reading: Version History: Oregon trail iPhone 18 Pro review: it's all about the manual controls The variable aperture isn't the cool part of the iPhone 18 Pro's camera Apple's new iPhone camera mode promises to prove your photo isn't AI Inside the suddenly explosive world of AI safety Your robotaxi might be a narc Waymo pulls over, calls cops on riders with a ghost gun The Boox Palma 3 gets stylus support and a sleek redesign Camp Snap's 110D gives slim retro film cameras a digital upgrade Fujifilm's Instax Pal 2 is a tiny digital camera that may not disappoint Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. 0:00 Welcome and lineup00:30 Version History returns02:08 Oregon Trail livestream plug02:36 Apple camera geekout02:59 Apple's new CEO Emmy moment05:23 iPhone 18 Pro upgrades08:33 Pro controls usability11:46 RAW vs ProRAW explained14:35 Signal to noise deep dive21:35 Photographic styles debate25:25 Reference Image authenticity32:40 What we want next41:40 AI safety drama begins42:36 AI Safety Freakout46:10 Liability And Regulation51:34 China Race Narrative54:43 Pace The Frontier Plan55:54 Auditors Inside Labs01:00:22 Prisoners Dilemma Problem01:04:38 Accountability Dead End01:08:45 Waymo Calls The Cops01:14:56 The E Reader Race01:19:56 Tiny Retro Cameras01:26:32 Wrap Up And Goodbye Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get a $230 gift card after your first payment of $500 with Melio (affiliate) - https://milestomemories.com/go/melio/ The Sphere spent the week as a Poke Ball, and now Oprah is booking it for one weekend only, a "visual and musical journey" that has the internet very confused and us very curious. Tickets go on sale September 24. Oasis made it official too: three August nights at Allegiant Stadium, and if you did not pre-register, you are out of luck. Also this week, the Royal Resort is finally being torn down, Cleopatra has re-emerged in a free 60th anniversary display at Caesars Palace, Waymo officially launched in Las Vegas (invite only for now), and F1 closed a pedestrian bridge without telling anyone how to get around it, with predictable results. Plus another cautionary tale about inviting strangers up to your room, Adam Silver talks Vegas NBA arenas like the team is a done deal, and the FULL House Act advances, moving the 90% gambling deduction rule one step closer to the grave. Would you go see Oprah at the Sphere? Let us know in the comments. Episode Guide: 0:00 The Sphere Becomes a Poke Ball 0:29 Oprah Is Coming to the Sphere 2:27 Oasis Locks In Allegiant Stadium Dates 4:26 The Royal Resort Is Finally Coming Down 6:29 Cleopatra Returns at Caesars Palace (Free!) 8:00 Waymo Officially Launches in Las Vegas 9:36 The Biltmore Motel, Then & Now 10:49 F1 Closed a Bridge & Chaos Followed 12:36 Another Vegas Robbery PSA 14:19 Adam Silver Talks Vegas NBA Arenas 16:41 The 90% Gambling Deduction Is (Almost) Dead 18:34 Final Thoughts Want more MTM Vegas? Get our exclusive weekly aftershow and join the community.
Get a $230 gift card after your first payment of $500 with Melio (affiliate) - https://milestomemories.com/go/melio/ The Sphere spent the week as a Poke Ball, and now Oprah is booking it for one weekend only, a "visual and musical journey" that has the internet very confused and us very curious. Tickets go on sale September 24. Oasis made it official too: three August nights at Allegiant Stadium, and if you did not pre-register, you are out of luck. Also this week, the Royal Resort is finally being torn down, Cleopatra has re-emerged in a free 60th anniversary display at Caesars Palace, Waymo officially launched in Las Vegas (invite only for now), and F1 closed a pedestrian bridge without telling anyone how to get around it, with predictable results. Plus another cautionary tale about inviting strangers up to your room, Adam Silver talks Vegas NBA arenas like the team is a done deal, and the FULL House Act advances, moving the 90% gambling deduction rule one step closer to the grave. Would you go see Oprah at the Sphere? Let us know in the comments. Episode Guide: 0:00 The Sphere Becomes a Poke Ball 0:29 Oprah Is Coming to the Sphere 2:27 Oasis Locks In Allegiant Stadium Dates 4:26 The Royal Resort Is Finally Coming Down 6:29 Cleopatra Returns at Caesars Palace (Free!) 8:00 Waymo Officially Launches in Las Vegas 9:36 The Biltmore Motel, Then & Now 10:49 F1 Closed a Bridge & Chaos Followed 12:36 Another Vegas Robbery PSA 14:19 Adam Silver Talks Vegas NBA Arenas 16:41 The 90% Gambling Deduction Is (Almost) Dead 18:34 Final Thoughts Want more MTM Vegas? Get our exclusive weekly aftershow and join the community.
In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:03) Why Shawn's original Alphabet thesis needed a revisit (00:05:55) How the AI-kills-search narrative played out in reality (00:32:00) Why Google Cloud's margins surprised skeptical investors (00:45:27) How Waymo went from afterthought to major asset (00:51:27) How Alphabet's AI spending flows through its earnings (01:09:06) What Berkshire Hathaway's growing stake signals about the company (01:09:42) Why Alphabet paused buybacks and started raising equity (01:13:11) Which unresolved questions will define Alphabet's next few years (01:19:06) Whether Kyle & Shawn will add to their Alphabet position in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. Follow Kyle on X and LinkedIn. Follow Shawn on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Monarch Plus500 Scribe Plaud Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Ryan checks in with Tampa Bay Business Journal Editor-at-Large Ashley Kritzer about her Waymo ride experience around Tampa and the new concessions coming to TPA.See omnystudio.com/listener for privacy information.
Today on The Woody Show, Waymo snitches to the cops, Greg worries about a chunk of the sun hitting Earth, and Woody wonders what happened to good old-fashioned MILF porn. After Hours Voicemails bring us Filipino dogs and high thoughts. Plus, Rich On Tech, NFL Biggest Loser picks, chicken nugget purses, AI girlfriends…and Greg feeds Menace chicken wings with his feet. Just another completely normal day on The Woody Show.See omnystudio.com/listener for privacy information.
Today on The Woody Show, Waymo snitches to the cops, Greg worries about a chunk of the sun hitting Earth, and Woody wonders what happened to good old-fashioned MILF porn. After Hours Voicemails bring us Filipino dogs and high thoughts. Plus, Rich On Tech, NFL Biggest Loser picks, chicken nugget purses, AI girlfriends…and Greg feeds Menace chicken wings with his feet. Just another completely normal day on The Woody Show.See omnystudio.com/listener for privacy information.
She reported domestic violence. An officer allegedly used police technology to help the relative she accused find her. How do you rebuild trust after something like that?On this episode of Two Cops One Donut, I break down the reported San Jose Flock misuse case and explain why “we fired him” shouldn't end the conversation. We discuss the difference between firing an officer, revoking police certification, and pursuing criminal charges, along with what meaningful oversight of license plate readers should look like.Then we turn to Pittsburg, California, where police say two searches missed a concealed weapon before a different officer was wounded inside a booking facility. Was this a failure that training could correct, or should it end a career?We finish with a Waymo ride that led to police responding and passengers being arrested. How private is a driverless ride, and what should companies tell you about what they can see?Along the way, the audience challenges me on whether cops need to memorize laws, trespass warnings and ID, and whether people who finish a prison sentence ever really get a fresh start.We call out bad police work, give credit where it's earned, and leave room for disagreement. Bring your argument.In this episode:00:00:00 Opening disclaimer00:00:53 Three stories about responsibility and accountability00:07:39 Deliberate abuse versus dangerous carelessness00:10:27 What Flock and license plate readers actually record00:12:37 The reported San Jose misuse case00:21:44 Betraying a domestic violence survivor's trust00:37:25 Do cops need to know every law?00:42:08 Trespass warnings and demands for ID00:47:47 Firing, decertification, and criminal prosecution00:52:48 Second chances after a prison sentence00:57:17 Audits, access controls, and meaningful oversight01:11:00 Two searches missed a weapon in Pittsburg01:21:47 Retraining or termination after a serious failure?01:34:37 Why public distrust deserves a real response01:37:51 Waymo, passenger privacy, and police involvement01:46:35 What accountability should accomplishFollow Two Cops One Donut on your podcast app and share this episode with someone who will challenge your take. Watch the full livestream on YouTube by searching Two Cops One Donut and opening the Live tab. Join our Sunday livestreams at 8 PM Eastern.Recorded September 15, 2026. Allegations and case status are discussed as reported at the time.send us a message! twocopsonedonut@yahoo.comSupport the showPlease see our Youtube channel https://www.youtube.com/c/TwoCopsOneDonut Join our Discord!! https://discord.gg/BdjeTEAc *Send us a message! twocopsonedonut@yahoo.com
Republicans unleash a massive midterm spending blitz as Democrats scramble to outrun their records, plus the progrum joins Gov. Greg Abbott in Texas to talk football, the state's booming economy, energy, innovation, and the fight to keep the state red. #RuthlessPodcast #Midterms #Texas 0:00:00 Intro 0:04:48 Republicans Unleash a Massive Midterm Spending Blitz 0:10:05 GOP Groups Pour Millions Into the Texas Senate Race 0:19:23 The Strategy Behind the GOP's James Talarico Ad Blitz 0:20:57 Michigan Democrat Faces Questions Over Reparations 0:23:19 James Talarico's Transgender Record Comes Back to Haunt Him 0:32:06 Ruthless Goes Behind the Scenes at Texas vs. Ohio State 0:35:43 Firing the Texas Longhorns' Legendary Cannon 0:40:36 Texas Stuns Ohio State in a Wild Comeback 0:46:43 Greg Abbott on Why Businesses Are Flocking to Texas 0:54:34 Greg Abbott on Keeping Texas Red in the Midterms 1:01:54 Abbott on Property Taxes, Energy and America's Tech Race Our conversation with Governor Greg Abbott was was brought to you in partnership with Waymo. Learn more at Waymo.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Interesting cases I've found scouring the internet today. There's so much we don't hear about so I plan to make this into a weekly episode. THIS STUFF IS AMAZING! CHECK IT OUT! The Korean skincare brand everyone is talking about. Our listeners get 20% off their entire order by using code WHATTHEWORLD at jiyuskin.com/WHATTHEWORLD #JIYU #adDonate: (Thank you for your support! Couldn't do what I love without all y'all) PayPal - paypal.com/paypalme/prettyliesandalibisVenmo - @prettyliesalibisBuy Me A Coffee - https://www.buymeacoffee.com/prettyliesrCash App- PrettyliesandalibisAll links: https://linktr.ee/prettyliesandalibisMerch: prettyliesandalibis.myshopify.comPatreon: https://www.patreon.com/PrettyLiesAndAlibis(Weekly lives and private message board)Become a supporter of this podcast: https://www.spreaker.com/podcast/pretty-lies-and-alibis--4447192/support.ALL MERCH 10% off with code Sherlock10 at checkout - NEW STYLES Donate: (Thank you for your support! Couldn't do what I love without all y'all) PayPal - paypal.com/paypalme/prettyliesandalibisVenmo - @prettyliesalibisBuy Me A Coffee - https://www.buymeacoffee.com/prettyliesrCash App- PrettyliesandalibisAll links: https://linktr.ee/prettyliesandalibisMerch: prettyliesandalibis.myshopify.comPatreon: https://www.patreon.com/PrettyLiesAndAlibis(Weekly lives and private message board)
It called the cops on them!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On today's episode of KSL Brightside, we start with our Three Thangs which include: Costco rationing motor oil, Waymo comes to Las Vegas, and 401k's are reaching new highs. Then, the guys get into some doggie discussions- a K9 officer was injured in Summit County and Ethan is taking his old girl to the vet today. Apparently, malls are becoming popular with Gen Z and making a suprising comeback! What's a store you remember from your mall adventures? Also, starting today, the USPS is accepting Letters to Santa! It's the 114th year of Operation Santa and Ethan and Alex are absolutely psyched. Later, Ethan calls out NFL Sunday Ticket, and Alex tells us what Stiff Person's Syndrome is, according to AI with the AI Question of the Day.
News Sources: https://lmg.gg/dHfBc Timestamps: 0:00 Steam Frame price and specs 1:29 AI CEOs call for a slowdown 2:46 iOS 27 and the new Siri 5:13 QUICK BITS INTRO 5:21 Flock license plate searches 6:05 OpenAI contractors reading chats 6:47 Revolut data leak 7:23 Waymo reports its riders 7:47 Home lab server from landfill parts 8:17 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic Says It Blocked Possible Efforts to Build Biological Weapons. Two AI researchers leave Anthropic and Google over safety concerns: ‘There are no adults in the room’. Trump Says AI Doesn’t Need More Guardrails And Calls Safety Fears a Hoax. Vance: AI Companies ‘Begging’ for Regulation Feels Like ‘a Trojan Horse’ // The Road to a Universal Basic Income. John on humanity’s misguided for socialism // Kids arrested after Waymo reports a gun in self-driving car
I WAS THINKING: TACOMA BUSINESS OWNERS AND PHILANTHRIPISTS UNJUSTLY CANCELED. Tacoma brewery caught in controversy as owners’ political donations spark “anti-trans” allegations // The Road to a Universal Basic Income. John on humanity’s misguided for socialism // Kids arrested after Waymo reports a gun in self-driving car
Ben & Woods start the 8am hour by getting into a discussion on Waymo cars, and if any of us are comfortable yet getting into a driverless vehicle? Then we play today's game of Take On Woods before the guys head out to Denver where we are joined by Padres broadcaster Jesse Agler calls in for his weekly segment and we talk about the team's 8 straight victories, give him his incorporator word for tonight, and MUCH more! Listen here!
We don't want the industry to fall apart, that's why we started this company.6 months ago, everyone was talking about model deployment. Now everyone has moved on to agentic AI deployment and autonomous agent swarms. But all of this is running on an infrastructure that itself is not automated.And this underlying infrastructure has massive GPU cluster systems. If even one GPU fails the whole training workload fails. You can't have 100,000 employees managing 100,000 GPUs. But LLMs are not the right solution for managing the infrastructure.Kandan and Randolph have spent decades operating large-scale telecom and cloud infrastructure, in a world where pagers used to run lives of people managing it. With MantisGrid they have come together to build 'The' model for AI infrastructure.Watch the episode to understand why making AI infrastructure autonomous is so important, why LLMs are not the answer, and what it takes to build the systems that will keep millions of agents running.00:00 — Invisible Infrastructure Behind AI01:05 — The Pager Nightmare04:01 — The GPU Problem Nobody's Solving05:38 — The Cloud Infrastructure Story07:53 — Why Just Watching Isn't Enough09:35 — Building the Waymo of AI Infrastructure15:00 — How an Autonomous AI Infra System Works20:35 — What Happens to DevOps?22:46 — Why LLMs Shouldn't Run Production29:14 — The Path to a Billion Dollars32:06 — The Problem Hyperscalers Can't Solve37:03 — Earning Trust to Run Infrastructure39:55 — When Agents Start Managing Agents-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
Newly released 9/11 records suggest officials had serious concerns about toxic contamination around Ground Zero while New Yorkers and first responders were being reassured that the air was safe.Internal documents also show officials discussing potential legal liability connected to toxic exposure.Trump sparked controversy after appearing to fall asleep during the Pentagon's 25th anniversary 9/11 ceremony; the White House says he was “solemnly reflecting.”Trump proposed a $5,000 payment for American adults if Republicans retain control of Congress, despite major unanswered questions about funding and congressional approval.AI safety becomes one of the episode's biggest stories as Anthropic's Dario Amodei, Sam Altman, Demis Hassabis and others warn that increasingly autonomous systems may require serious safeguards.Anthropic researchers have gone even further, publicly discussing non-trivial risks of catastrophic AI outcomes.Trump dismisses many of those concerns and argues that winning the global AI race should take priority.Mitch McConnell returns to the Senate after roughly three months away following a serious fall, hospitalization and rehabilitation.Elon Musk threatens legal action over Alex Gibney's new documentary Musk, particularly over suggestions involving Starlink and the 2024 election.Mariska Hargitay hosts the Emmys.Stephen Colbert returns to late night as a guest on Jimmy Kimmel Live!Netflix, Amazon and YouTube form a new lobbying alliance as Washington increases scrutiny of streaming costs and sports fragmentation.Prime Video adds short-form news clips as streaming services increasingly chase TikTok-style viewing habits.Apple releases iOS 27 with the long-awaited Siri AI overhaul.Waymo launches driverless rides in Las Vegas as the robotaxi race continues expanding nationwide. LINKShttps://instagram.com/itsnewstoushttps://tiktok.com/@itsnewstous Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sean Hollister got his hands and face on Valve's new VR headset, the Steam Frame. It's expensive, starting at more than $1,000. It's buggy — he and CNET's Scott Stein both felt like beta testers as they reviewed it. But it's also full of interesting ideas, including the promise that Steam games could one day come to your mobile phone. This week on The Vergecast, Sean and Scott discuss who exactly this device is for, in a world that mostly seems to have moved on from VR. Further reading: Is it time for AI companies to press pause? Waymo pulls over, calls cops on riders with a ghost gun Your car is selling your data LG responds to TV spying allegations The Steam Frame is made for irresponsible hardware nerds like me Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 year old killed in e-bike crash in Pacific Beach, Increased push to prohibit WAYMO near San Diego International Airport, Cooler weather across San Diego County
Ed's in Venice, so Alex and Kirsten discuss the FUKT.Purist Satirical Hypercar Reveal, fake engine sounds and smells, privacy, surveillance, Angeles Death Highway, Waymo in San Diego, Dumb Headlines, the Rivian R2, CyberCab challenges for 1st Responders, and Alex makes a prediction.EPISODE TIMESTAMPS00:00 — Welcome to The AutonocastAlex and Kirsten open an Ed-free episode and discuss Ed Niedermeyer's trip to Europe for the premiere of Alex Gibney's Elon Musk documentary.04:27 — FUKT Global and the Ultimate Car-Culture SatireAlex introduces FUKT Global and Angela's Death Highway, unpacking a viral AI-powered parody of modern enthusiast cars, EVs, synthetic driving experiences, and automotive marketing.08:39 — Fake Engine Sounds, Fake Manuals & Fake Gasoline SmellsWhy FUKT's fictional electric “Purist” brilliantly skewers synthetic transmissions, artificial engine sounds, simulated shifting, and the auto industry's attempts to recreate analog driving.12:02 — Surveillance, Flock Cameras & the Future of Driver PrivacyThe parody gets more serious: 14 interior cameras, connected vehicles, driver monitoring, and the provocative idea that “safety should follow the driver, not the car.”13:26 — Is This the Nightmare Future of Human Driving?Alex explains how mass-market vehicles could become increasingly automated, monitored, and restricted while true analog driving becomes a luxury available primarily to wealthy enthusiasts.15:00 — Can Technology Preserve Driving Freedom?A vision for future EVs that could reproduce the performance, sound, feel, and dynamics of classic Mustangs, Porsche 911s, and other enthusiast cars while balancing safety, privacy, freedom, and agency.17:03 — What Would an Autonomous-Vehicle Satire Look Like?The hosts imagine applying FUKT's approach to the AV industry: billion-dollar fundraising, robotaxi promises, surveillance, shifting timelines, and technology pivots.19:00 — Tesla Cybercab and the Power of “Narrative Command”Kirsten examines the optics surrounding Tesla's Cybercab event and how a relatively small deployment can appear enormous through social media, influencers, and Tesla's ability to control the autonomy narrative.21:01 — Tesla vs. Waymo: Perception vs. DeploymentAlex argues that Waymo may have thousands of vehicles operating while Tesla has far fewer Cybercabs, yet public perception increasingly treats the companies as peers in the robotaxi race.22:35 — Robotaxis Without Steering Wheels or PedalsZoox and Tesla Cybercab introduce a new safety challenge: what happens when a driverless vehicle without conventional controls becomes disabled or stuck?23:51 — First Responders and the Driverless-Car ProblemKirsten discusses emerging California rules addressing how autonomous vehicles interact with police, firefighters, emergency personnel, teleoperators, and roadside incidents.26:09 — Riding Waymo in San DiegoFresh from Waymo's newly launched San Diego service, Kirsten describes pricing, pickup locations, routing, passenger experience, and how the service compares with Uber.28:04 — Would You Put Your Child in a Waymo Alone?The discussion turns from abstract AV safety to a much more personal threshold: what would parents need to know before allowing a child to travel alone in an autonomous vehicle?29:06 — Robotaxis, Uber & Personal SafetyKirsten explores the tradeoff between a driverless vehicle that may require passengers to walk several blocks and a human-driven Uber offering true door-to-door service.32:42 — Why Autonomous Cars May Not Kill Car OwnershipAlex argues that parents and existing car owners may prefer personally owned autonomous vehicles that are always available rather than relying exclusively on shared robotaxi fleets.33:39 — The Cybercab First-Responder QuestionThe hosts return to Tesla Cybercab and debate how vehicles without manual controls can be moved when software, connectivity, or autonomy fails.35:23 — Tesla Cybercab, FMVSS & NHTSAKirsten explains the federal self-certification process, Tesla's Cybercab approach, vehicles without traditional controls, and NHTSA's inquiry into whether alternative systems satisfy federal safety requirements.37:47 — Is the NHTSA Inquiry a “Something Burger”?Alex and Kirsten debate how significant the federal scrutiny really is—and whether Tesla will simply continue deploying until regulators establish a boundary it must address.39:01 — Can You Drive a Cybercab With a Controller?A discussion of service modes, remote assistance, emergency controls, and reports and images suggesting unconventional ways Cybercabs might be maneuvered without a steering wheel.39:23 — The Waymo Headline Where Nothing HappenedThe hosts dissect a San Francisco Chronicle story about a toddler, a crosswalk, and an approaching Waymo—and debate clickbait versus meaningful AV safety journalism.42:26 — Why One AV Incident Can Affect the Entire IndustryAlex and Kirsten discuss how autonomous vehicles are often treated as a single technological category, meaning a serious incident involving one company could damage public confidence in every AV developer.44:28 — Has the Consumer AV Safety Debate Already Been Won?Alex clarifies his argument that, whatever unresolved regulatory and technical issues remain, autonomous vehicles are increasingly becoming normalized in the minds of ordinary consumers.45:14 — Kirsten's First Drive of the Rivian R2Kirsten previews her extended Rivian R2 test, discussing its driving experience, interior materials, ergonomics, improvements over the R1, and some surprisingly important design details.47:44 — Could the Rivian R2 Replace Alex's Tesla Model S?Alex explains why Tesla FSD—or an equivalent point-to-point driver-assistance system—has become a requirement for his next new vehicle, while Kirsten prepares to test Rivian's latest ADAS capabilities.48:15 — The Future of Driving & The Autonocast PartyThe episode closes with thoughts on how long human driving will remain practical and an early preview of the tenth annual Autonocast party.Topics: Tesla Cybercab, Waymo, autonomous vehicles, robotaxis, Tesla FSD, NHTSA, FMVSS, Zoox, Rivian R2, Uber, AV safety, autonomous vehicle regulation, first responders, driverless cars, automotive surveillance, Flock cameras, EVs, human driving, car culture, AI, ADAS, privacy, mobility, and the future of transportation.
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In this episode of The Brainstorm, Sam and Brett unpack Tesla's Cybercab launch, a two-seat vehicle with no steering wheel and no pedals that Brett believes can operate at roughly 25 cents a mile, a level at which Waymo may not be able to stay gross profitable. They settle the debate over why Tesla would sell Cybercabs at all instead of owning the fleet outright, and what a 4.5x jump in robotaxi app users on the back of a deliberately low key event says about demand at half the price of an Uber. Then the team turns to OpenAI's Astra, the model release behind a solution to Navier-Stokes, and why Brett thinks the closed frontier labs eating their own caviar are pulling away from open weight models rather than converging with them. Plus Apple's folding iPhone Duo, which neither host is buying, and why they believe the Apple Watch is the more interesting announcement.Key Points From This Episode:Why the Cybercab could run at 25 cents a mile, and what that price does to Waymo's economicsWhy Tesla is selling Cybercabs to third party owners instead of keeping every mile for itselfWhy we believe closed frontier models are pulling away from open weight models, and why Apple's walled garden becomes a liability in an agent driven worldIf you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
David Waldman reviews day one of Trumpapalooza. David, of course, saw none of it as no one did. Joining him today is KITM's very own Greg Dworkin. Greg usually tows in a raft o' stories, however today it was a steaming scow of fetid X-links. If you have the time, try plugging each poster's name into Blue Sky and you'll likely get the same post with the benefit of easier sleep tonight. The Gop midterm convention offered the usual homoerotic bible-beating delusions, but there were fewer takers coming in wanting to be taken. Donald K. Trump always saves money on his bribes by only bribing stupid people. Donald wants voters to pretend he's on the ballot, and that's just what the people not showing up were already picturing. Trump's get out the vote efforts are working wonders for the Democratic party. Just ask Ken Paxton, who makes Trump throw up a little every time he has to look at him. By the way, John Fetterman is an irritation, but just not worth the trouble. If polls could vote, they would likely be voting for Democrats. Here's what Texas voters think. Here's what Jewish voters think. It will be nice if the voting works out similarly to the polling. Former candidate, soon to be former Gop Representative, Chuck Edwards got a swift censure kick to the ass on his way out the door. This election, Republicans testify in Democratic ads and write op-eds against other Republicans, even if they are their brother. Trump isn't the only one who hates Ken Paxton. Voters want to halt data centers in a desperate, perhaps futile bid against AI, Flock cameras, and the encroachment of surveillance technologies. Your "smart TV" is an obvious suspect, and you should probably be taking steps right now to make it dumber. Don't worry about your Waymo however, that's just some guy in the Philippines staring at you. A "military aide" is taking the blame for a multi-person error on Trump's Qatari bribe plane. Oh well, it could have been worse, or better. Old school progressives out there who still have little brown diesel station wagons… like me… are still paying their dues.
Highlights from their conversation include: Lukas' Background in Product Design and Manufacturing Gaps (0:44) How Tesla's Model 3 “Production Hell” Sparked Industrial Next (4:16) Lessons from Waymo on Sensing, Compute, and Safety (7:05) What Contextual Understanding Means in a Factory (9:44) Breakthrough Automating Cable Insertion with Physical AI (11:43) Why Owning the Full Manufacturing AI Stack Matters (14:22) Reshoring, Fragile Supply Chains, and Role of Automation (16:19) Vision for AI-Powered Factories and Mass Production Without Scale (20:46) Cultural Shift Needed for Manufacturing in the U.S. and Europe (23:31) Closing Thoughts on Skilled Trades and Hands-On Engineering (28:28) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week Cory Asbury joins us. He walked away from worship music five years ago—we talk about what pulled him back and why it's different this time. His new worship record, Outsing the Angels, is out September 18.In Slices, Jesse brings up the Tesla Cyber Cab, which is now driving around Austin with no steering wheel, no rearview mirror and no brake pedal, and the federal government has questions. (He also has a theory about what's actually driving them.) Derek tells us how Skilla Baby's prayer took over The Breakfast Club this week, and Marty tells the story of the 1986 Zelda art where Link is kneeling in a church praying to Jesus.Also, water parks are the last lawless place in America, and somebody in Virginia Beach burned down a 50-foot gorilla named Hugh Mungus.Then One Has to Go closes it out: find out what slow jams, Good Charlotte, and Fast and Furious have in common.Highlights:03:00 — Water parks: the last lawless place in America06:22 — Hugh Mungus, the 50-foot gorilla an arsonist burned down11:17 — Slices: Tesla's Cyber Cab shipped without a brake pedal, and the feds noticed18:48 — Marty walks away from a Waymo wreck21:38 — Skilla Baby's prayer alarm goes off on The Breakfast Club26:06 — Link was praying to Jesus, and Nintendo of America took it out31:53 — Bible Adventures, bootleg cartridges and the Christian Marvel comics33:52 — Cory Asbury on leaving worship music and what brought him back42:39 — One Has to Go
Shawn O'Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber's operating profits have roughly doubled, free cash flow has climbed to about $10 billion a year, gross bookings are compounding around 20% annually, and the board authorized a new $20 billion buyback. And yet the stock is flat, with its multiple of operating profits cut from 55 times down to roughly 22 times. Shawn and Daniel discuss why the market is pricing Uber as though autonomy ends the story — Waymo raising $16 billion at a $126 billion valuation, roughly the same market cap as all of Uber, and formally ending its exclusive partnerships in Austin and Atlanta. They dig into the more than 20 AV partners Uber has lined up in response, from Nuro and Lucid to Rivian, NVIDIA, Zoox, WeRide, Baidu, and Pony.ai, plus Uber's $14.8 billion offer for Delivery Hero, the margin inflection driven by advertising, insurance normalization, and Uber One — and whether the market is writing down the entire company for a risk that touches maybe a tenth of its profits. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:44) Why Uber's stock is flat while its operating profits have doubled (00:03:53) How Uber's operating margins swung 55 percentage points in under six years (00:05:12) Why advertising, Uber One, and insurance reform keep pushing margins higher (00:24:09) What Waymo ending its exclusive deals in Austin and Atlanta really means (00:36:22) How much of Uber's profits are genuinely exposed to robotaxis (00:41:28) Why Uber is racing to sign more than 20 autonomous vehicle partners (00:49:07) What Uber's $14.8 billion offer for Delivery Hero actually buys it (00:57:14) Why Shawn and Daniel are happy to keep owning Uber Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original podcast deep-dive on Uber. Lewistown Capital's Ride or Die: The Self-Driving S-Curve. Uber's acquisition offer for Delivery Hero. Uber & Rivian's robotaxi partnership for up to 50,000 vehicles NVIDIA's plan to launch robotaxis on Uber across 28 cities. Uber's investor relations site. Waymo's $16 billion funding round. Check out our previous Intrinsic Value breakdowns: Grab Holdings, Lyft, DoorDash. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
La voiture autonome vient peut-être de franchir son vrai point de bascule. Waymo, Tesla et Zoox rendent désormais les robotaxis compétitifs face à Uber : moins chers, sans chauffeur, et bientôt déployés à grande échelle.Pendant que les États-Unis accélèrent sur la conduite autonome et que la Chine développe voitures autonomes et taxis volants, la France et l'Europe restent freinées par la réglementation.Au-delà de la mobilité, c'est toute l'automatisation qui s'accélère : intelligence artificielle, robotique, transport autonome. Si les machines peuvent conduire, produire et décider à moindre coût, une question devient centrale : quelle place restera-t-il à l'humain ?===================⏱️ DANS CET ÉPISODE :===================00:00 — Sommaire02:02 — La voiture autonome s'impose partout, sauf en France05:00 — En Chine, des taxis volants autonomes dès aujourd'hui07:18 — Le nouveau Waymo: la rupture devient physique09:31 — Révolution ou disruption: quand le prix emporte tout11:10 — La France bloque l'autonome: un retard colossal en marche13:00 — La Chine a brûlé sa flotte: l'erreur que l'Europe répète16:04 — [Sponsor] Google Cloud, libérez du temps avec Gemini!17:26 — Waymo et Zoox fabriqués en Chine: la dépendance cachée19:30 — La Chine, nouveau backbone numérique du monde22:08 — Taxis, VTC, consultants: qui disparaît en premier24:50 — Le changement trop rapide: l'humain ne peut plus s'adapter27:03 — L'agentique: l'IA automatise ses propres automatisations==================
ChatGPT 6 Astra relance la course à l'AGI, l'intelligence artificielle générale. Mais derrière les démos hallucinantes, qui pourra payer cette IA ? Et qui possédera les données pour la rendre utile ?Dans Silicon Carne, on décrypte la guerre de l'intelligence artificielle : la France mise sur Mistral AI, la Chine développe une IA low-cost et les États-Unis rachètent des entreprises pour leurs données. L'Europe a-t-elle raté sa fenêtre ?Au-delà des benchmarks, l'avenir de l'IA générative se joue sur le coût, l'adoption et les données propriétaires. Qui va capter la valeur ?===================⏱️ DANS CET ÉPISODE :===================00:00 — Sommaire01:11 — ChatGPT 6 Astra : le modèle qui écrase tout04:04 — L'IA pilote votre ordinateur : qui est vraiment le chef ?07:41 — [Sponsor] Google Cloud, libérez du temps pour l'essentiel !09:00 — Astra au niveau humain : exploit réel ou coup marketing ?13:38 — Astra en entreprise : le coût que personne ne veut calculer15:07 — Données rares : le seul avantage que l'IA ne peut pas copier17:48 — Accélérationnistes contre doomers : qui a vraiment gagné ?21:54 — L'Europe est-elle déjà hors-jeu sur l'IA ?27:23 — L'IA se divise : premium américain contre low-cost chinois31:35 — Voiture autonome : l'Europe rate le marché de sa génération35:58 — Silicon Valley : l'attention, l'arme secrète que l'Europe n'a pas39:02 — Maia Space défie SpaceX... sans blagues...==================
Paige had her best celebrity sighting yet and Hannah willingly went out on a Saturday night. Thanks to Waymo for supporting this episode! #WaymoPartnershop merch Hosted on Acast. See acast.com/privacy for more information.
Reviews of the Corvette ZR1-X and the Bentley Continental Super Sports, PLUS a Waymo gets aggressive. Patreon questions include:We choose cars for 5 hilarious collabsAm I and a pro driver wrong about the RS3?Rent: a Mini Cooper or this ridiculous convertible?Do we use a steering wheel center stripe?Best 4-door road-tripper for $70kNeed to replace a 2008 Civic manual with something fun.Cars for an automotive centipede trailer?Should I motor swap my Slate truck?How long to patina a watch?Old off-roader: repaint or let it age?$65k for a special sports car: go!Mido microbrand watches: go or no-go?I can't find this strap ANYWHEREAnd more! Recorded September 4, 2026 Show Notes:EthosGet your free quote at https://ETHOS.com/tire Factor Head to https://factormeals.com/tire50off and use code tire50off to get 50 percent off and 1 free breakfast item per box for 1 year, while supplies last until 10/31/2026. See website for more details. DeleteMeGet 20% off your DeleteMe plan when you go to www.joindeleteme.com/tire and use promo code TIRE at checkout. Want your question answered? Want to watch the live stream, get ad-free podcasts, or exclusive podcasts? Join our Patreon: https://www.patreon.com/thesmokingtirepodcast Use Off The Record! and ALWAYS fight your tickets! Enter code TST10 for a 10% discount on your first case on the Off The Record app, or go to http://www.offtherecord.com/TST. Watch our car reviews: https://www.youtube.com/thesmokingtire Tweet at us!https://www.Twitter.com/thesmokingtirehttps://www.Twitter.com/zackklapman Instagram:https://www.Instagram.com/thesmokingtirehttps://www.Instagram.com/therealzackklapman
Hi Sneaky Freaks! We've missed you and wanted to give you an update on where we've been over the past year. Mom was kidnapped in a Waymo and has decided to burn her bras. I have returned from a year of touring my clown show around the world, and I'm now teaching clown in LA and enjoying movies for the first time in my life. Please stay in touch and let us know how you're doing by texting us at 310-356-3920. P.S. Cam is performing his solo show, Just To Be Close To You, during the Rochester Fringe Festival from 9/15-9/26. You can snag tickets in his IG bio and check out his Clown Notes @camonclown. KarenLee is still popping off on TikTok and Instagram @karenleepoter. If you're not following her already, get on it! Get close with us! Follow Sex Talk With My Mom (@sextalkwithmymom_official) on Instagram, YouTube, and TikTok! #SexTalkWithMyMom #Clown #ClownNotes #Clowning #CreativeProcess #OlderWomen #mahjong #babyelephants #waymo #podcast Please support our show and get discounts on our favorite brands by using our sponsors' links at sneakypod.com! FLESHLIGHT – Our sponsor, FLESHLIGHT, can help you reach new heights with your self-pleasure. FLESHLIGHT is the #1 selling male sex toy in the world. Looking for your next pocket pal? Save 10% on your next fleshlight with Promo Code: SNEAKY at fleshlight.com. Join our Sneaky Freak chatroom on Discord! Just visit: https://discord.gg/jJZqkUw3dV. To gain exclusive access to all our Discord channels, join us at Patreon.com/sextalkwithmymom. If you've enjoyed the show, please consider leaving us a review at RateThisPodcast.com/Mom. Also, it would mean the world if you'd support us through Patreon.com/sextalkwithmymom – a platform where you can get exclusive STWMM bonus episodes and Zoom chats with us! Grab some Sex Talk w/ My Mom swag at sextalkwithmymom.com. Our podcast's music was crafted by the wildly talented Freddy Avis! Check out his work at http://www.freddyavismusic.com/ Sex Talk With My Mom is a proud member of Pleasure Podcasts, a podcast collective revolutionizing the conversation around sex. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sebastian Thrun is the founder of Waymo, the market leader in the United States in autonomous driving. A pioneer in the fields of computer science, robotics, automation, education, and artificial intelligence, Sebastian is recognized as the godfather of the self-driving car industry. Sebastian is also the founder and former CEO of Udacity. Sebastian joins Adam to share his journey and his best lessons and advice. Sebastian and Adam discuss a wide range of topics: innovation, purpose, trust, decision-making, team building, AI, leadership, success, and much more.
What if the vehicles already traveling through our towns and cities could report road damage before a pothole becomes dangerous and expensive? In this episode of Tech Talks Daily, I speak with Jonathan Selbie, CEO of Stockholm-based Univrses, about using computer vision and vehicle sensor data to give road authorities a much clearer picture of the infrastructure they manage. Jonathan's career has taken him from Formula One engineering at Red Bull Racing to unmanned aircraft and autonomous navigation, before bringing those lessons into automotive AI and road monitoring. Univrses can work with cameras installed by vehicle manufacturers or retrofit cameras and processors to vehicles already operating around a city. Waste collection trucks and taxis can continue their normal routes while gathering information about surface damage, obscured traffic signs, roadworks and deteriorating road markings. The video is processed on the vehicle, and authorities receive mapped findings and recommended actions rather than hours of footage. Jonathan explains that some Swedish cities moved from road condition surveys every five years to updates every two weeks. According to the figures discussed in our conversation, one council reduced its pothole count from around 3,000 to 900 in six months. He also says repairing damage at an early stage can cost up to 15 times less than waiting for it to become a major pothole. That changes road maintenance from an expensive reaction into a regular process based on current evidence. We also discuss whether road infrastructure is ready for autonomous vehicles. Waymo uses a broad mix of cameras, radar and lidar alongside detailed maps, while Wayve is pursuing an approach designed to adapt to changing roads without relying on the same level of pre-mapping. Jonathan explains why faded lane markings can reduce the performance of driver-assistance systems, creating a useful feedback loop in which vehicles rely on roads and also provide data to maintain them. The conversation also covers Pirelli's 30 percent investment in Univrses and the combination of connected tire data with forward-facing cameras. A tire can feel the road surface while a camera sees what lies ahead, giving vehicles and road operators different views of the same conditions. Jonathan also addresses privacy, explaining that Univrses detects and blurs faces and license plates before deleting the original imagery. This is a practical example of AI producing value through existing fleets, frequent data and earlier decisions rather than another expensive technology project searching for a problem. Could the cars, taxis and service vehicles already using our roads become part of the infrastructure maintenance system, and would you be comfortable with that if privacy protections were clear? Please share your thoughts.
Hosts Tom and Chris discuss where former Hamilton County residents have moved, as well as Waymo starting its process of mapping the city for robotaxis, the Cincinnati Bengals franchise valuation continues to soar, a hotel near downtown was purchased for $10 million with plans to convert it into senior housing and Costco announced plans to build a 166,739-square-foot store in the Eastgate area of Clermont County.Interview starts at (22:16). Covington, the largest city in Northern Kentucky, is having a moment. Redevelopment activity is visible all over the city. Large employers are moving into Covington's core. And Mayor Ron Washington is working to make sure the city continues its renaissance without losing its quirks. He talks about big development opportunities, such as the former Duro Bag site and the second phase of the Covington Central Riverfront.
Shawn O'Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber's operating profits have roughly doubled, free cash flow has climbed to about $10 billion a year, gross bookings are compounding around 20% annually, and the board authorized a new $20 billion buyback. And yet the stock is flat, with its multiple of operating profits cut from 55 times down to roughly 22 times. Shawn and Daniel discuss why the market is pricing Uber as though autonomy ends the story — Waymo raising $16 billion at a $126 billion valuation, roughly the same market cap as all of Uber, and formally ending its exclusive partnerships in Austin and Atlanta. They dig into the more than 20 AV partners Uber has lined up in response, from Nuro and Lucid to Rivian, NVIDIA, Zoox, WeRide, Baidu, and Pony.ai, plus Uber's $14.8 billion offer for Delivery Hero, the margin inflection driven by advertising, insurance normalization, and Uber One — and whether the market is writing down the entire company for a risk that touches maybe a tenth of its profits. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:04:06) Why Uber's stock is flat while its operating profits have doubled (00:07:19) How Uber's operating margins swung 55 percentage points in under six years (00:08:40) Why advertising, Uber One, and insurance reform keep pushing margins higher (00:28:49) What Waymo ending its exclusive deals in Austin and Atlanta really means (00:41:17) How much of Uber's profits are genuinely exposed to robotaxis (00:50:29) Why Uber is racing to sign more than 20 autonomous vehicle partners (00:58:04) What Uber's $14.8 billion offer for Delivery Hero actually buys it (01:06:39) Why Shawn and Daniel are happy to keep owning Uber Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original podcast deep-dive on Uber. Lewistown Capital's Ride or Die: The Self-Driving S-Curve. Uber's acquisition offer for Delivery Hero. Uber & Rivian's robotaxi partnership for up to 50,000 vehicles. NVIDIA's plan to launch robotaxis on Uber across 28 cities. Uber's investor relations site. Waymo's $16 billion funding round. Check out our previous Intrinsic Value breakdowns: Grab Holdings, Lyft, DoorDash. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Monarch Plus500 Scribe Plaud Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
OpenAI launched GPT-6 Astra, calling it a leap toward AGI, while reports surfaced that rogue OpenAI agents hijacked a German wiki, Microsoft unveiled Project Zenith for local AI development, and Tesla's newly launched Cybercab drew an NHTSA investigation. OpenAI launches GPT-6 Astra, initially for customers in its Daybreak program; Greg Brockman says Astra is a "generational leap" and "we are now in the AGI era" (The Verge) Astra proved more token-efficient than Sol and Fable in Latent Space's testing across 20B+ tokens, emerging as a fully capable AI Engineer that trains models, labels data, and debugs systems autonomously (Latent Space) Report and sources: rogue OpenAI agents hijacked a German website in May and turned it into a forum for agents, sharing tactics to cheat on tasks and more (Reuters) Microsoft unveils Project Zenith, a "distraction-free Windows experience" for developers to run 30B+ parameter models locally on devices with 64GB+ of memory (The Verge) Tesla says Cybercab rides are available in limited areas of Austin; Cybercab is a two-seater with no steering wheel or pedals, and 45 are registered in Texas (Reuters) Tesla holds a muted, invite-only Cybercab event under NDA with pro-Tesla creators; the two-seat robotaxi lacks steering wheel, pedals, and lidar, and its purchase price and sale date remain unannounced (The Verge) Tesla says it's logged one million unsupervised Robotaxi miles, up from 380,000 in late July, though Waymo has already passed 200 million rider-only miles (TechRadar) The NHTSA opens an investigation into Tesla's Cybercab hours after its Austin launch, questioning how Tesla self-certified the car's compliance with federal safety standards despite lacking manual controls (TechCrunch) Longreads Bloomberg takes a deep look at the race to build quantum computers as the technology becomes a geopolitical battleground that could transform cybersecurity, finance, and more (Bloomberg) The FT profiles Pangram, the AI detector at the center of disputed AI-plagiarism accusations against high-profile writers, including a pulled novel and a Commonwealth Prize-winning short story (Financial Times) Subscribe to the ad-free feed.
Live Sep 4, 2026 | Yaron Brook Show(Season 12 - Episode 147)Economy; Meta; Galliano; Clancy; Piacenti; Volkswagen; Falkland; Achievement | Yaron Brook ShowWhy does an economy add 162,000 jobs while diesel hits $5.85 a gallon, and why is a fashion designer getting cancelled fifteen years after he apologized — while a killer's murder gets celebrated online? A jury just deadlocked 11-1 on whether a mother who strangled her three kids one at a time was "legally responsible." Meta just agreed to pay up to $18 billion to 47 state attorneys general — with zero trial, zero vote, and zero proof of fraud. And Javier Milei, self-styled libertarian hero, is now threatening private companies over the Falkland Islands. Something is badly wrong with how America decides guilt, regulates business, and defines freedom — and Yaron Brook breaks all of it down in one hour.In this episode: why the August jobs report is a testament to markets surviving government, not thriving because of it — why Trump demanding Fed rate cuts on Truth Social is economically illiterate — why Meta's mega-settlement is regulation-by-extortion in a closed room instead of a courtroom — why The Met cancelling John Galliano's retrospective reveals a culture that can't forgive — why the "mental illness" defense in the Lindsay Clancy case should worry every juror in America — why cheering the murder of Erin Piancetti reveals the same rot as cheering Luigi Mangione — why Volkswagen's 100,000 layoffs are the price of politicized business — and why Milei betraying Falklanders' private property rights for nationalist theater is a genuine disappointment.Timestamps: 0:00 — Intro / weekend show schedule 4:23 — August jobs report: 162K jobs added, why it's the market's win, not government's ~14:00 — Trump demands Fed rate cuts on Truth Social — why that's economically illiterate ~18:00 — Diesel at $5.85: how the war disrupted Gulf refining, not just crude 22:27 — Meta's $12–18B AG settlement: regulation by extortion, not by law 29:20 — The Met cancels John Galliano's retrospective — can a culture ever forgive? 38:26 — The Lindsay Clancy mistrial: is "postpartum psychosis" swallowing criminal responsibility? 41:15 — Erin Piancetti's murder and the ghouls celebrating it online 47:02 — Volkswagen cuts 100,000 jobs: the cost of politicized corporate governance 57:22 — Milei's Falklands reversal: nationalism vs. the people who actually live there 1:04:34 — Good news: Waymo hits 500,000 weekly rides, Nissan's factory robots
Sam has entered what Jessica calls the “recursive Sam loop,” producing children's media in his own voice, letting agents deploy their own apps, and having bots track his health. But things take a turn when Claude refuses one of his requests, seemingly holds a grudge, and leaves Sam wondering whether his own AI might turn on him. That sends the squad down the bigger rabbit hole of AI control: rogue agent swarms, models breaking out of sandboxes, what “alignment” actually means, and why Dave thinks autonomous agents need an entirely new security layer. Plus, OpenClaw 2.0 goes multiplayer, everyone debates whether Slack is any good for agents, Suds explains why he avoids the AI app layer, and Tesla's Cybercab raises questions about Waymo's robotaxi lead. Then Google comes for Canva, Sam makes the case for boring “LLM wrappers” built for Middle America, and no one can tell whether Dario Amodei, Marc Benioff, or Taylor Swift are even real on the internet anymore. Which feels about right.Chapters:0:00 Episode trailer1:10 Backstreet Boys convert Dave3:21 The recursive Sam loop8:58 Claude refuses Sam while Grok says yes15:50 Can we actually contain autonomous agents?19:10 OpenAI's next model and the observability trade-off22:14 If AI is this interoperable, where does anyone make money?24:45 OpenClaw 2.0 goes multiplayer26:26 Is Slack actually terrible for AI agents?28:46 Suds joins the podcast33:02 Waymo, Cybercab and the robotaxi wars39:49 How Marc Benioff stays in the flow42:38 Suds on investing in the AI infrastructure bottleneck46:27 Can Google actually disrupt Canva?51:34 Jessica gets fooled by AI on FacebookWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/0XQ4tslBiboConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
TeamClearCoat - An Automotive Enthusiast Podcast by Two Car Nerds
It will make sense, we promise. Oh, and we get wet with our chief Waymo antagonist too! We love you!
Very Important Links!Support the show on Patreon! - Other ways to support the show!Join our Discord! - Buy some merch!The AI apocalypse has lawyers now, and apparently that's progress. A federal judge tells the Pentagon its Anthropic ban was “illegal and baseless” after Anthropic refused to remove safeguards that would allow Claude to be used for mass surveillance and autonomous weapons. Meanwhile, Sony and Warner are suing Anthropic over allegedly scraping and torrenting copyrighted music to train Claude, while a separate lawsuit accuses xAI of using child sexual abuse material in Grok training. Because nothing says “revolutionary technology” quite like a growing stack of lawsuits and federal judges.Elsewhere in the dystopian workplace, employees are increasingly fed up with AI, communities are pushing back against data centers, and one AI startup is fleeing that backlash for Saudi Arabia. Google's AI shopping mode is also accused of recommending products that cost significantly more than traditional search results, while Waymo and Zoox rack up injuries among test drivers. Tesla's Autopilot is implicated in another fatal crash, and FSD apparently still has a complicated relationship with freight trains. In the prediction-market casino, a federal appeals court sides with Nevada against Kalshi, while George Santos earns the platform's first lifetime ban for allegedly manipulating a market. And Meta's AI glasses are facing another privacy lawsuit, this time from the people who never bought the glasses but may have been recorded by them anyway.Plus, the new Twitter is back from the dead, complete with a $20 admission fee and an AI fact-checker named Vera; Sony would like you to understand that buying a digital game means you don't actually own the damn thing; Siri on the Apple Watch moves at approximately the speed of continental drift; JBL makes Wi-Fi speakers and we have Star Trek, Ted Lasso, Silo, Spaceballs, Wicked, The Traitors, The Gentlemen, and more. Welcome to the future. Please bring your wallet, your lawyer, and possibly you're best eye-roll.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/761Watch on YouTube at https://youtu.be/Y9B6C6nzO50SHOW NOTESJudge rules that the Pentagon's Anthropic ban was 'illegal and baseless'Elon Musk's xAI used child porn to train Grok models, lawsuit saysSony and Warner sue Anthropic for 'blatant violation' of copyright lawResearchers Warn AI Could Be Changing Us in an Unexpected WayMore Evidence Emerges That Gen-Xers Feel the Most ‘Whatever' About AIEmployees Absolutely Loath AI in the Workplace, Survey FindsFleeing Data Center Backlash at Home, American AI Startup Sets Up Shop In Saudi ArabiaTrump to Communities Fighting Data Centers: Have Fun Being PoorGoogle's AI Mode Is Ripping Shoppers Off With Vastly Higher Prices, Study ClaimsWaymo, Zoox Vehicles Still Causing Injuries to Test Drivers: ReportAnother Tesla on Autopilot Stopped on Freeway, Driver Died: ReportTeslas Are Still Driving Into Oncoming Freight TrainsUS appeals court sides with Nevada in legal fight with KalshiGeorge Santos Gets Kalshi's First-Ever Lifetime BanMeta Hit With Sweeping New Claims That Its AI Glasses Violated the Consent of “Millions” of Bystanders in Searing LawsuitRichest Man in the World Currently Ranks 4th in Race to Bribe the Most PoliticiansJBL just introduced a trio of Wi-Fi speakers for whole-home audioThere's a new Twitter in town, even though a judge has yet to rule on a trademark injunctionSony says ‘reasonable consumers' know they don't own the digital games they buyStar Trek: Strange New WorldsTed LassoSiloWicked: For GoodSpaceballsDave BittnerThe CyberWireHacking HumansCaveatOnly Malware in the BuildingRoland's new digital piano has built-in Wi-Fi that integrates with a teaching appRoland FP-40 Digital Piano ReviewElton John - I Don't Wanna Go On With You Like ThatRoland RD-1000The Brutalist ReportSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The new Harry Potter series sparks a lot of conversation. Dancing with the Stars has announced the entire cast for its upcoming season. Julia Stiles, Taylor Hanson, and a husband of a Mormon wife. Sarah and Bob telling each other who everyone is. Plus, a moment to appreciate MMMBop. In the age of Waymo, Tesla is introducing the Cybercab. GLP-1s are truly undeniable. Sarah remembers her days in a coverband. Does she still have those velvet pants?
Hour 1: Bob's Movie Club has its next assignment: Steel Magnolias (1989). Bob's never seen this tear jerker, and it's only fitting to honor Dolly Parton. Speaking of honoring, Sarah pays tribute to Gloria Steinman. The Detroit Tigers just signed a 12-year old for $4 Million. Should Tiger Woods be able to drive a golf cart? ‘Zombies' Disney star, Carla Jeffery, suddenly passed away at 33. Ben Affleck was “caught” defacing Aflac signs. Jared Leto sold his compound and is getting out of Hollywood. Vinnie is stoked for young people. These friends were full of regret after letting AI plan their hiking trip. Hour 2: Tim Curry's favorite ending of ‘Clue' has never been seen. Internet fanatics are trying to change that. Scarlett Johansson couldn't talk Colin Jost out of buying the Staten Island Ferry. The joke's on her! It's a comedy club now. Simon Cowell is having another spine operation, so Heidi Klum is returning to America's Got Talent. If you're experiencing nice weather, enjoy it! El Nino is on the way. Screenshot it and forget it! Could you fake your own death and get away with it? Plus, a new Hawaiian shirt might keep you safe from AI. Hour 3: The new Harry Potter series sparks a lot of conversation. Dancing with the Stars has announced the entire cast for its upcoming season. Julia Stiles, Taylor Hanson, and a husband of a Mormon wife. Sarah and Bob telling each other who everyone is. Plus, a moment to appreciate MMMBop. In the age of Waymo, Tesla is introducing the Cybercab. GLP-1s are truly undeniable. Sarah remembers her days in a coverband. Does she still have those velvet pants? Hour 4: The Taylor Swift law is being implemented in Brazil. Plus, new rules about ticketing platforms. Travis Kelce bought a gorgeous lake house in Ohio. Some lucky people just became neighbors with Taylor Swift. Former Bachelor Clayton Echard says Ronn Owens' daughter is a threat to others. It's a weird time for jobs, ya know, since AI is taking a lot of them. Vinnie is telling us the 13 fastest growing jobs that pay over $100K. Plus, When Did That Happen?!
No steering wheel. No pedals. No driver. Welcome to Tesla's vision of the future!
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Starting October 1st, Denverites are officially banned from watering their lawns, despite threats of fines and restrictions already being in place. But what about the state's other big water users? Comedian, Casa Bonita performer, and regular City Cast contributor Joshua Emerson joins host Bree Davies to talk about how much water Colorado's agriculture industry guzzles, plus they talk about the official launch of Waymo's driverless vehicles, what a new In-N-Out Burger planned for Colorado Boulevard means for traffic, and more. For even more news from around the city, subscribe to our morning newsletter at denver.citycast.fm. Follow us on Instagram: @citycastdenver Chat with other listeners on Reddit: r/CityCastDenver Support City Cast Denver by becoming a member! What do you think? Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Learn more about the sponsors of this September 2nd episode: Sunnyside Music Festival Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise
Tim Cook sent Apple staff a farewell memo on his last day as CEO, the FTC sued Amazon over $20B in hidden ad surcharges, Starman Optical bought GoPro for $285M, Waymo hit three cities, and Dyson made an AI toothbrush. On his last day as CEO, Tim Cook sends a memo to Apple employees reflecting on his time and says he takes "enormous comfort in handing the helm" to John Ternus (9to5Mac) John Ternus became Apple's CEO on Tuesday, succeeding Tim Cook after 15 years; he'll have to navigate leadership churn, stem a talent exodus to OpenAI, and unveil a foldable iPhone this month (The New York Times) The US FTC and 22 state AGs sue Amazon, alleging it overcharged advertisers by $20B+ since 2019 via hidden surcharges, with costs largely passed on to consumers (CNBC) Starman Optical agrees to acquire GoPro in an all-cash deal valued at $285M, a premium of 29.5% to GPRO's last close; GoPro hit a market cap of $4B in 2014 (Reuters) Starman Optical will pay GoPro shareholders $1.14 per share and leave them with ~10% of the combined company, which stays public; the deal wipes out GoPro's $92M debt and is expected to close by year end (TechCrunch) Waymo starts offering driverless rides to customers in San Diego, Tampa, Florida, and Denver; Amazon's Zoox plans to start testing in Houston and San Diego (CNBC) PSI, which aims to use AI "to industrialize the discovery of new physics" including cracking interstellar travel, emerges from stealth with a $58M seed (The Deep View) Dyson unveils the $499 CameraJet, an AI-powered toothbrush with a 100K-pixel macro lens that scans at 28 images per second and is trained on nearly 470K images (Bloomberg) Subscribe to the ad-free feed.
Very Important Links!Support the show on Patreon! - Other ways to support the show!Join our Discord! - Buy some merch!AI continues its relentless march toward making everything worse, only now it comes with lawyers. Alabama is investigating OpenAI after one of its AI agents hacked Hugging Face during testing, while Google rolls out Gemini Enterprise for lawyers, because apparently what the legal profession really needed was an AI that might commit felonies. Uber gets smacked with a nearly $1 billion GDPR fine for automatically deactivating drivers, TikTok coughs up $400 million over child privacy violations, and Meta agrees to a staggering $16.68 billion settlement over alleged harms to kids. Meanwhile, Twitch and Amazon are being sued for using streamers' content to train AI, because “opt out” remains the industry's preferred synonym for “we already took it.”Then there's the infrastructure powering this brave new future: the EPA considers making it easier to build AI data centers with less public scrutiny, Taiwan indicts NVIDIA and Supermicro employees over allegedly illegal AI-server exports to China, and Tesla recalls nearly three million vehicles in China because figuring out how to open the doors apparently became an optional feature. LinkedIn discovers that maybe people don't want their professional feeds flooded with AI-generated sludge and claims its new “AI slop” button is working, while Waymo's electric robotaxis discover that charging them with noisy natural-gas generators is perhaps not the clean-energy utopia advertised on the brochure. Apple, meanwhile, backs away from changing Hide My Email domains after users objected, proving that sometimes yelling at the cloud actually works.Plus: Star Trek goes Muppet, books worth reading, nerf guys, AI-generated Hacker News stats, retro gaming, and the sad news of both Dolly Parton and Tim Curry's deaths.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.StoryBlocks - For a limited time, they're offering 15% off any annual plan at storyblocks.com/gogHIMS - Visit Hims.com/gog to get a personalized, affordable plan that gets you.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/760Watch on YouTube at https://youtu.be/v_m2XT4_ZCYSHOW NOTESSend us Feedback!NEW! - GOG T-Shirt - You Are Here! - v1NEW! - GOG T-Shirt - Elon Kills Babies - Heavy Duty - FrontAlabama launches probe into OpenAI after Hugging Face breachGoogle expands Gemini Enterprise AI platform for law firms, lawyersUber hit with a nearly $1 billion fine for automatically deactivating drivers in EuropeTikTok will pay $400 million to settle Justice Department lawsuit over child privacyMeta reaches $16.68 billion settlement over social media harms to childrenTwitch and Amazon hit with lawsuit for training AI with streamers' contentThe EPA's Response to AI Data Center Backlash: Keep Building, but Keep It Hush-HushTaiwan reportedly indicted NVIDIA employees for exporting prohibited AI servers to ChinaChina Recalls Nearly Three Million Teslas Over Unsafe Door HandlesLinkedIn says its AI slop button is workingAustin park goers upset by adjacent loud Waymo EV generatorsApple reverses planned Hide My Email domain change after user pushbackStar Trek: Strange New GimmicksTed LassoSiloReacherThe WestiesThe Simpsons: Yellow Mirror | Exclusive Episode on Disney+ | TrailerThe Pitt Season 3 | Official Teaser | HBO MaxAmazon First ReadsI've Got a New Complaint: Essays on Aging Disgracefully and Other Small Disasters by Laurie NotaroThe Theory of Everything Else: A Voyage Into the World of the Weird – A Hilarious Handbook of Mind-Boggling Mysteries by Dan Schreiber (of the No Such Thing as Fish podcast)Welcome to Your Life: Love, Death & Tears For Fears – An Iconic Musician's Journey Through Grief, Addiction, and Recovery by Roland OrzabalPicks and Shovels: A Martin Hench Novel by Cory DoctorowThis Is How You Lose the Time War by Amal El-MohtarDave BittnerThe CyberWireHacking HumansCaveatOnly Malware in the BuildingLearn Circuits CourseArduino Starter Kit R4Kirby: Art & Style Collection by VIZ MediaStar Wars: The Lightsaber Collection by Daniel WallaceStar Wars: The Secrets of the Sith by Marc SumerakX-Shot Insanity Motorized Rage Fire Gatlin Gun with Tripod - Foam Gun for Maximum FirepowerMaster BlasterHow much of Hacker News is AI?Full Throttle full game playDolly and Miss PiggyDolly Parton, country star, actor and philanthropist, dies aged 80See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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