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In this episode, Travis Chappell is joined in studio by his producer Eric for a live-recorded conversation that dives into a surprisingly nuanced topic: who should you trust when everyone seems to have something to sell? From Big Pharma to wellness influencers, Travis unpacks the tension between traditional medicine and holistic health—and why the real answer probably isn't on either extreme. Drawing from personal experience, including his own cancer diagnosis, Travis shares why critical thinking—not blind trust—is one of the most valuable skills you can develop in today's information economy. On this episode we talk about: The business model behind pharmaceutical advertising Wellness influencers vs. traditional medicine Why outsourcing your thinking is dangerous Navigating conflicting expert opinions Finding a balanced, holistic approach to health decisions Top 3 Takeaways Everyone Has an Incentive.Whether it's pharmaceutical companies, supplement brands, or media outlets, follow the money. Understanding incentives helps you evaluate advice more clearly. Outsourcing Your Thinking Comes at a Cost.Blind trust—on either side of a polarized debate—removes personal responsibility. Critical thinking is harder, but it's necessary. The Truth Is Often in the Middle.Western medicine has saved countless lives. Holistic practices can also play a powerful role. Extreme camps rarely offer the full picture. Notable Quotes “The bad news about all of this is that you're going to have to think more.” “When you outsource your thinking to thought leaders with agendas, that's when it gets dangerous.” “It's probably somewhere in the middle.” Connect with Travis Chappell: LinkedIn: https://www.linkedin.com/in/travischappell/ Twitter/X: https://twitter.com/travischappell Instagram: https://www.instagram.com/travischappell/ Other: https://travischappell.com Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices
Shen Tao has always wanted to be a writer. For as long as she can remember, she's had ideas, developed characters, and written stories. It took her 9 attempts, 9 manuscripts, to finally get it done. Her debut is 'The Poet Empress'. It's a Chinese historical fantasy, blended with a love story and a murder mystery. It tells the story of a young woman, who enters the Imperial Court as a concubine, and learns poetry-magic to try and kill the heir to the tale. We talk about how she pushed on, through the failed manuscripts, and had an idea she knew would be a winner. A winner it was, eventually being bought in a 6-way auction.You can hear why she's prepared to chuck words away, why she writes a '0th draft', and how her routine has changed since going full-time.We chat about the pressure of getting it right, her unique inspiration blending both Chinese and Western myths and stories, and Shen shares her strong font opinions.Get a copy of the book - uk.bookshop.org/shop/writersroutineRead the newsletter - writersroutine.substack.comSupport the show - patreon.com/writersroutineko-fi.com/writersroutine@writerspodwritersroutine.com Hosted on Acast. See acast.com/privacy for more information.
The Source Familywas a high-profile spiritual commune and cult founded in Hollywood in the early 1970s by James Edward Baker, better known as Father Yod. The group is famous for its early adoption of organic health foods, its psychedelic rock band, and its eventual tragic relocation to Hawaii. Key Aspects of The Source FamilyThe Leader: Father Yod was a former WWII hero, Hollywood restaurateur, and stuntman who reinvented himself as a guru. He lived in a mansion with 14 wives and drove a Rolls Royce, claiming he was a "spiritual father" to his 140 followers.The Source Restaurant: The group operated a popular vegetarian restaurant on the Sunset Strip that became a celebrity hotspot for figures like John Lennon and Warren Beatty. It is famously parodied in Woody Allen's Annie Hall.Music: The Family formed an experimental psychedelic rock band called Ya Ho Wha 13. They recorded nine albums between 1973 and 1975, which are now considered cult classics in the psych-rock genre.Beliefs & Lifestyle: Members practiced communal living, yoga, and meditation based on a blend of Western esotericism and the Age of Aquarius. They all adopted the last name "Aquarian".The End: Following pressure from local authorities, the group moved to Hawaii in 1974. In 1975, Father Yod died following a hang-gliding accident on Oahu. The Family largely disbanded shortly after his death. Media & LegacyThe story of the group was brought to a wider audience through the 2012 documentary The Source Family, directed by Jodi Wille and Maria Demopoulos. It was based on the book The Source: The Untold Story of Father Yod, Ya Ho Wa 13 and The Source Family by original members Isis Aquarian and Electricity Aquarian. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-opperman-report--1198501/support.
This week on the Western Ag Life Podcast we sat down with Jason Hershberger of Hershberger Performance Horses to talk about his upcoming sale happening February 27 in Scottsdale at Westworld For 21 years, Jason has successfully conducted this sale — a true testament to consistency, integrity, and quality in an industry where longevity like that is rare. We discuss what it takes to keep a horse sale thriving for over two decades and why buyers and sellers continue to come back year after year. What makes it even more special? It's truly a family affair. From friends to family, it's all hands on deck to make this event happen — something that reflects the values we appreciate so much in the Western lifestyle. If you're interested in performance horses or just enjoy hearing the stories behind successful operations, this is an episode you won't want to miss. Listen now on YouTube and all major podcast platforms. #WesternAgLife #HershbergerPerformanceHorses #ScottsdaleArizona #PerformanceHorses #HorseSale #WesternLifestyle #RanchLife #FamilyTradition #HorseIndustry #EquineEntrepreneur #SupportWesternAg
In Episode 417 of Roqe, Jian challenges the sudden rise of Western “anti-war” rhetoric on Iran by reframing the reality on the ground. Iranians are not debating a future conflict - they are already living through one, as the Islamic Republic continues its campaign of repression, arrests, and mass killing. The opening essay explores why many Iranians now support intervention - not lightly, not casually, but after decades of failed reform, negotiation, and restraint. The episode then turns to a global panel discussion examining the fallout from the Global Day of Action demonstrations, Prince Reza Pahlavi's presence at the Munich Security Conference, and the regime's escalating crackdown inside Iran. Panelists analyze whether the Islamic Republic can maintain power, what intervention actually means, and why Western audiences continue to misunderstand Iranian demands. Guests: Ali Hamedani - London Ardeshir Zarezadeh - Toronto Mahdi Ghodsi - Vienna Recorded February 19, 2026. Sponsors: @StellarLawTO @AvocaChocolates
Listen as Pastor Daniel Hayworth and Pastor Nate Brown walk you through the week's biggest headlines with a biblical framework you won't get anywhere else.Hear Secretary of State Marco Rubio's powerful defense of Western Christian civilization at the Munich Security Conference — and how AOC's response revealed everything wrong with the left's leadership. Then dive into the media's disturbing cover-up of transgender violence, the alarming bias baked into major AI platforms, Trump's 10-day warning to Iran, and why the Texas primaries demand your attention right now.Perfect for your commute, workout, or morning routine — this is the biblical lens you need to process what's happening in the world.You'll Learn:✅ How Rubio articulated the Christian roots of Western civilization✅ Why the media protects ideology over victims✅ What AI bias reveals about the culture war✅ Trump's strategic posture toward Iran✅ Why Texas primary turnout is up 200% and what it means for youNew episodes every Monday, Wednesday, and Friday at 7 AM CT. Subscribe now so you never miss an episode.
This week's pick is Train Dreams: a quiet, meditative Netflix drama adapted from Denis Johnson's novella, following the life of Robert Grainer (Joel Edgerton) — a logger and railroad worker drifting through early 20th-century America. It's the kind of film that feels like a memory: sparse dialogue, heavy atmosphere, and a sense of time moving faster than any one person can keep up with.The opening sets the tone immediately: rail tracks, a tunnel, Will Patton's voiceover, and an image that pays off later — boots nailed to a tree, slowly swallowed by nature. From there it's a whole life in fragments: brutal work camps, quiet domestic joy, sudden violence, and the long, haunted aftermath of loss.What we talked aboutA “Western” that isn't really a Western — frontier vibes at first, then you realise you're watching the world modernise around one man who can't.Work as a lifetime trap: logging season, railroad labour, the “build it for someone else” feeling, and the way corporations just roll on regardless.The Chinese labour thread and the early sequence where a Chinese worker is taken and thrown from the bridge — and how that moment sits with Grainer for decades.William H. Macy as the old explosives guy: funny, weary, and then brutally, pointlessly lost.The wildfire: Grainer racing home, the cabin gone, wife and daughter gone off-screen — and the film refusing to give closure, so you feel the same unresolved grief he does.The recurring motif of time erasing everything: the boots, the forest reclaiming, bridges made obsolete, progress moving on without sentiment.The late-film whiplash into modernity: Grainer seeing spaceflight on a shop-window TV, then taking a plane ride — an old man briefly touching the future.Nick Cave over the end credits, and how the score and natural lighting carry the whole thing.VerdictA beautifully shot, melancholy life-story film: quiet, heavy, and surprisingly moving. Joel Edgerton is superb, and the movie's best trick is making the audience feel the scale of time — and the smallness of one person inside it.Strong recommend, especially if you're in the mood for something reflective rather than plot-driven.You can now text us anonymously to leave feedback, suggest future content or simply hurl abuse at us. We'll read out any texts we receive on the show. Click here to try it out!We love to hear from our listeners! By which I mean we tolerate it. If it hasn't been completely destroyed yet you can usually find us on twitter @dads_film, on Facebook Bad Dads Film Review, on email at baddadsjsy@gmail.com or on our website baddadsfilm.com. Until next time, we remain... Bad Dads
Join Rich Froning and the Mayhem hunt team as they dive into all things happening at Mayhem Hunt. From a brewing 5K grudge match and Ironman training to a 24-hour trail relay, fitness is front and center as always. The crew recaps their whirlwind trip through the NWTF Convention and Western Hunt Expo, where new connections were made and new hunts potentially landed on the calendar. They tease an exciting fall lineup that includes archery antelope, elk, mule deer, and a backcountry spring bear hunt that's equal parts exciting and uncertain. The big news? Hunt Camp is coming. Rich and the team break down their vision for an intimate beginner-to-intermediate Western hunting experience set in the Colorado mountains. Think full bow setups, glassing breakouts, pack skills, rucking, and plenty of campfire time. Whether you've never been out West or just want to tighten up your game, this episode gives you a first look at what to expect. Connect with Rich Froning MeatEater on Instagram, Facebook, Twitter, Youtube, and Youtube Clips Subscribe to The MeatEater Podcast Network on YouTubeSee omnystudio.com/listener for privacy information.
Since the era of Joseph Stalin, Moscow’s rulers have sent Russian athletes into the Summer and Winter Olympics with one command: you must win. These competitors operated under a "win-at-all-costs" doctrine most notably through the use of "shamateurism." By giving elite hockey stars nominal titles as military officers or factory workers, the USSR bypassed amateur requirements to field seasoned professionals against genuine Western students—a disparity that defined the Cold War sporting era. But the deception went deeper than employment records; it extended into the very biology of the athletes, particularly in high-strength disciplines like weightlifting and powerlifting. Athletes such as Vasily Alekseyev, the super-heavyweight lifter who set 80 world records and weighed 360 pounds, were often the face of a system later revealed to be fueled by state-mandated anabolic steroids Today’s guest is Bruce Berglund, author of “The Moscow Playbook: How Russia Used, Abused, and Transformed Sports in the Hunt for Gold.” We look at the intersection of Russian sports and geopolitical power, from the dominant Soviet teams of past Olympics to recent doping scandals and international sanctions. With new research from Olympic archives, records of the Soviet bloc and current Russian media, Berglund shows how Moscow’s leaders have defied the rules of the game for decades as the world’s governing bodies turned a blind eye.See omnystudio.com/listener for privacy information.
The Patriotically Correct Radio Show with Stew Peters | #PCRadio
Dan Dicks just obliterated the veil on this show—Canada's forcing SOGI gender perversion on kindergarten babies, mutilating confused kids through affirmation mills, then herding the broken straight into MAiD government-assisted suicide with over 100,000 already executed since 2016 in this demonic harvest.
Following on from J.D. Vance's bracing speech in 2025, Secretary of State Marco Rubio called on European allies to resist the managed decline of the West at the 2026 Munich Security Conference this week. The welfare state is a slow moving trainwreck. Appeasement of climate cultists stunts economies. Mass migration threatens to disrupt our civilization. Playing good cop to the VP's bad cop, Rubio outlined America's vision to revive the spirit and strength of the shared Western project. Plus: The guys discuss the Left's compassion fatigue, Hungary's coming election, and the legacy of the late Dr. Mickey Gene Craig: teacher, mentor, and friend.Recommended:Secretary of State Marco Rubio at the Munich Security ConferenceGeorge Washington's Farewell AddressHungary and the Future of EuropeWhy Hasn't Brexit Happened? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit claremontinstitute.substack.com/subscribe
The conflict between science and religion? Turns out it's mostly a myth perpetuated by a handful of really loud voices on both sides. Dr. Elaine Howard Ecklund has spent 15 years using actual social science to study what scientists and religious people really think about each other, and the results are surprising: nearly half of elite scientists maintain religious commitments, most aren't hostile to faith communities, and there are way more varieties of atheism than you'd think (including "religious atheists" who attend church and pray). We dive into her research on "spiritual entrepreneurs," the eight shared values between science and religion (yeah, doubt is on the list for both), what went wrong during COVID, and why the science-religion conflict narrative is particularly American and Western. Plus, we get super practical about what churches can actually do—spoiler: it starts with honoring the scientists already sitting in your pews. This conversation challenged my assumptions, gave me hope, and reminded me that the people doing the real work are way more interesting than the stereotypes suggest. You can WATCH this conversation on YouTube Dr. Elaine Howard Ecklund is the Herbert S. Autrey Chair in Social Sciences and Professor of Sociology at Rice University, where she directs the Religion and Public Life Program. A leading scholar in the sociology of science and religion, she has conducted groundbreaking research surveying over 15,000 scientists and interviewing nearly 1,000 across eight countries to understand how scientific and religious communities actually relate to each other. Her books include Science vs. Religion: What Scientists Really Think, Varieties of Atheism in Science (with David Johnson), Why Science and Faith Need Each Other, and Secularity and Science: What Scientists Around the World Really Think About Religion. Her work challenges popular stereotypes, revealing the complex and often collaborative relationship between science and faith—and offering practical wisdom for churches, scientists, and anyone trying to hold these worlds together. UPCOMING ONLINE LENT CLASS: Jesus in Galilee w/ John Dominic Crossan What can we actually know about Jesus of Nazareth? And, what difference does it make? This Lenten class begins where all of Dr. John Dominic Crossan's has work begins: with history. What was actually happening in Galilee in the 20s CE? What did Herod Antipas' transformation of the "Sea of Galilee" into the commercial "Sea of Tiberias" mean for peasant fishing communities? Why did Jesus emerge from John's baptism movement proclaiming God's Rule through parables—and what made that medium so perfectly suited to that message? Only by understanding what Jesus' parables meant then can we wrestle with what they might demand of us now. The class is donation-based, including 0, so join, get info, and join up here. This podcast is a Homebrewed Christianity production. Follow the Homebrewed Christianity, Theology Nerd Throwdown, & The Rise of Bonhoeffer podcasts for more theological goodness for your earbuds. Join over 75,000 other people by joining our Substack - Process This! Get instant access to over 50 classes at www.TheologyClass.com Follow the podcast, drop a review, send feedback/questions or become a member of the HBC Community. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, Roqayah and Kumars welcome back Navid Zarrinnal, Iranian historian and host of The Colony Archive, to continue the conversation about his article for BreakThrough News, "Iran's Protests Explained: A Diary from Tehran", and to discuss subsequent developments. Navid shares his perspective on the latest round of indirect talks between the US and Iran in Switzerland, the alarming US military buildup in the Persian Gulf, Iran's regional and global alliances from Hezbollah to China, what Iranians think it means to be a "normal country," and Western nostalgia for the 19th century. Check out Navid's amazing work on The Colony Archive on Patreon. If you haven't already, read and share Navid's article from January for BreakThrough News, "Iran's Protests Explained: A Diary from Tehran." If you want to support the show and receive access to tons of bonus content, including bonus episodes and the revamped "Last Week in Lebanon" column by Roqayah and our newest contributor Hadi Hoteit, you can subscribe on our Patreon for as little as $5 a month. Also, don't forget to subscribe, rate, and review the show on Apple Podcasts. We can't do this show without your support!!!
Does it matter whether we feel sorry when we ask for forgiveness? In this conversation, Rabbi Dr. Joshua Berman returns to discuss the surprising findings of his long-term research into forgiveness in the Hebrew Bible. The biblical word slicha (“forgiveness”) appears only in relation to God—not between people. In fact, there is no word for “apology” in biblical Hebrew. So how were offenses resolved? Drawing on honor culture studies and examples ranging from Jacob and Esau to Judah and Tamar, Dr. Berman argues that ancient Israel operated within a different moral economy. Reconciliation was not primarily about emotional sincerity or repairing inner feelings—it was about restoring public order and status. Offense disrupted hierarchy; reconciliation restored it. From duels between Hamilton and Burr to modern military and team dynamics, Berman shows how deeply culture shapes what we mean by “forgiveness.” The result is a paradigm shift that challenges modern Western assumptions about apology, sincerity, and moral transformation. The conversation concludes with the launch of Dr. Berman's new podcast, The Bible Bar, dedicated to exploring Scripture chapter by chapter with intellectual and spiritual integrity. For "The Bible Bar" on Spotify, go here: https://creators.spotify.com/pod/profile/the-bible-bar/ Or if you prefer the RSS feed: https://anchor.fm/s/10e77a470/podcast/rss We are listener supported. Give to the cause here: https://hebraicthought.org/give For more articles: https://thebiblicalmind.org/ Social Links: Facebook: https://www.facebook.com/HebraicThought Instagram: https://www.instagram.com/hebraicthought Threads: https://www.threads.net/hebraicthought X: https://www.twitter.com/HebraicThought Bluesky: https://bsky.app/profile/hebraicthought.org Chapter: 00:00 Introduction and Context of the Conversation 01:04 Exploring Forgiveness in the Hebrew Bible 03:58 Cultural Perspectives on Offense and Forgiveness 07:13 The Role of Hierarchy in Relationships 10:04 Honor Cultures and Their Impact on Forgiveness 13:22 Case Studies: Understanding Offense and Repair 16:15 Conclusion: The Complexity of Forgiveness 18:35 The Dynamics of Status in Jacob and Esau's Relationship 21:08 Understanding Honor Cultures and Their Implications 25:17 The Shift from Honor Culture to Individual Agency 29:29 Modern Applications of Ancient Principles of Reconciliation 33:24 Introducing The Bible Bar Podcast
For more than five decades, Bob Tallman has been the voice of rodeo. He hasn't just witnessed the evolution of the Western industry… he's narrated it.In this episode of In The LOOP, Jordan Jo sits down with Bob Tallman for a conversation about legacy, faith, leadership, and what “retirement” really means.After 50 years at the Fort Worth Stock Show & Rodeo, Bob has officially stepped away from his full-time announcing role — but make no mistake, he's not going anywhere. Bob reflects on how rodeo has grown, shifted, and strengthened over generations.This conversation goes beyond rodeo stats.And it's one every rodeo fan — young or old — needs to hear.Subscribe for more real conversations from inside the rodeo world. ----In The LOOP Podcast hosted by Jordan Jo Hollabaugh, is inspired by the western culture and breakaway roping lifestyle. This podcast highlights the raw, real, truth behind the box of the breakaway roping industry. Bringing you behind the scenes stories of what real life looks like everyday from; breakaway ropers, cowgirls, cowboys, producers, leaders, trailblazers, and the like, all sharing stories of the western culture and lifestyle that they live daily.In The LOOP Podcast & Fabrizio Marketing LLC are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast.----New Episodes Every Friday @ 9a ET on Rodeo Live YT----Get In The LOOP Podcast with Jordan JoGet the Newsletter at | www.inthelooprodeo.com/Like us on Facebook | www.facebook.com/inthelooppodcast.jordanjoTag us on Instagram | www.instagram.com/inthelooppodcast.jordanjoFollow us on TikTok | https://www.tiktok.com/@jordanjo.hollabaughWatch more on our Youtube Channel Watch on Youtube @ JordanJoHollabaugh ... Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
President Donald Trump's Board of Peace is convening amid doubts about this approach to diplomacy. Muslim and Arab countries, hoping to influence Gaza's path forward, have signed on. Western democracies, wary of further weakening international institutions, are staying away. Also: today's stories, including how refugees in Minnesota are challenging the Trump administration; a look at some Democratic U.S. governors emerging as top contenders for their party's 2028 presidential nomination; and how India wants to shape the AI era – not just service it. Join the Monitor's Ira Porter for today's news.
Recorded live at a SAND Community Gathering (Feb 2026) Dr. Samah Jabr, a Palestinian psychiatrist and author of Radiance in Pain and Resilience, joins Dr. Mays Imad (with questions from the audience chat) for a conversation about what it means to stay human when the structures meant to protect people are the ones doing the harm. Drawing on decades of clinical work inside the occupation, Dr. Jabr moves past the “sanitized” versions of trauma to speak directly to the heart of colonial harm in Palestine. Central to this dialogue is an exploration of the deep ontological differences between Western psychiatric models and Palestinian lived experience. While Western frameworks often pathologize the individual through the lens of PTSD, Dr. Jabr introduces the concept of iptila—viewing tribulations through a framework of agency, faith, and collective endurance. She challenges the frequent romanticization of sumud (steadfastness), reframing it not as a poetic trope, but as a grueling relational practice and an ethical refusal to disappear when everything conspires toward Palestinian erasure. In a reality where the harm never ends, memory becomes a battlefield, grief a form of testimony, bearing witness an active refusal to normalize the unacceptable, and storytelling a vital survival infrastructure against the assassination of memory. Topics 00:00 Welcome & Why We Need a New Framework for Trauma and Justice 02:15 “If I Must Die”: Carrying Memory, Refusing Normalization 03:13 Introducing Dr. Samah Jabr's Work: Pain, Power, and a Counter-Narrative 07:55 A Childhood Lesson in Naming: Robinson Crusoe and Colonial Language 10:10 Clinic Stories: When Political Reality Shapes Symptoms 14:14 Beyond Western Psychiatry: Language, Resilience, and Context as the ‘Pathology' 17:19 The ‘Fear of Dogs' Case: History, Colonial Violence, and Clinical Meaning 20:40 When Systems Collapse: Gaza's Crushed Mental-Health Response & Organic Community Care 25:04 Collective Healing & the Kite Intervention: Building Agency and Connection 29:31 From Mobilization to Organization: Global Solidarity and Liberation 34:31 How to Keep Working: Hope, Spirituality, and Protecting Health Workers 41:58 Meaning-Making in Crisis: The Palm Tree Story and Spiritual Grounding 45:22 Spirituality as Resilience: Listening for What Helps Each Person 47:13 Scaling Mental Health Support in Palestine: Training Community Helpers 49:00 Creating “Healing Spaces”: Group Support for Journalists, Youth & Displaced Women 53:22 Reporting Gaza From Afar: Citizen Journalism, Narrative Control & Ethical Witnessing 59:44 How to Support Palestine Sustainably: Remote Mental Health, Publishing & Advocacy 01:05:37 Colonialism, Patriarchy & Horizontal Violence: When Trauma Damages the Social Fabric 01:10:03 Meaning-Making Under Protracted Trauma: Tila, Agency & Shattered Belief Systems 01:15:16 Diaspora Palestinians: From Helping Family to Leading Global Political Solidarity 01:21:55 Closing Charge: Being Human After Mass Violence + Upcoming Webinars & Films Resources Dr. Samah Jabr's book Art by Fernando Martí and Jess X. Snow, inspired by Huda Suboh's quote: “In the heart of Gaza, where the echoes of war reverberate through the streets… each day, glimmers of hope that dance across the sky—kites.” — Rafah, 2024 Support this conversation by donating to Sumud Network for Mental Health and Healing for Gaza Where Olive Trees Weep (Film by SAND on Palestine (2024) with more Resources and a course on Palestine)
In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China's economy, the global AI race, emerging markets, factor investing, and what the next phase of globalization could mean for U.S. investors. We explore how China's fiercely competitive domestic capitalism contrasts with common Western narratives, why AI could reshape professional services the way globalization reshaped manufacturing, and how investors should think about portfolio allocation in a shifting G2 world.This discussion covers China manufacturing dominance, Chinese EV competition, U.S. vs. China AI strategy, emerging markets investing, factor investing in inefficient markets, and how machine learning is changing quantitative portfolio management.Main topics coveredWhy U.S. investors misunderstand China's economic system and the role of competition inside its domestic marketHow China became the world's manufacturing powerhouse and what that means for tariffs and trade warsThe Chinese government's role as a venture-style capital allocator rather than a central plannerThe real estate reset in China and the shift toward technology, AI, and advanced manufacturingAI as the next wave of globalization and its impact on professional services and labor marketsWhether the U.S. vs. China AI competition is truly winner-take-allCapital expenditure intensity in the U.S. vs. capital efficiency and open-source innovation in ChinaU.S. exceptionalism, G2 geopolitics, and portfolio diversification beyond a U.S.-centric allocationWhy emerging markets ex-China may differ from China tech exposureThe case for separating China from emerging markets in asset allocationThe concept of China as an alpha reservoir due to retail-driven market inefficienciesWhy traditional value and factor strategies have struggled in the U.S. but still work in ChinaHow machine learning and AI are changing quantitative investing and factor constructionThe launch of CNQQ and accessing large-cap China technology exposureTimestamps00:00 China as the world's factory and the role of fierce internal competition01:02 Why U.S. investors misunderstand China's economy03:48 Is China capitalist despite the Communist Party label05:33 The government as a VC-style investor rather than central planner07:45 China EV competition and manufacturing dominance09:23 Tariffs, trade leverage, and manufacturing monopoly dynamics12:18 China's bear market and valuation opportunity13:59 The real estate reset and shift toward productive capital16:00 AI as the next wave of globalization18:01 Labor force participation and economic disruption from AI19:46 Jobs that may survive in an AI-dominated world22:00 Is U.S. vs. China AI a winner-take-all battle24:13 Chip restrictions and long-term innovation incentives26:54 Capital efficiency in China vs. heavy AI capex in the U.S.29:27 Rebalancing away from U.S.-centric portfolios31:18 The end of U.S. exceptionalism and the move toward a G2 world34:00 How endowments approach U.S., developed, and emerging markets36:35 CNQQ and accessing China large-cap technology40:45 China as the great alpha reservoir45:49 The future of factor investing in efficient vs. inefficient markets49:06 Machine learning, factor decay, and next-generation quant strategies55:17 Can AI replace active portfolio managersIf you enjoy deep conversations on global markets, AI investing, China technology, emerging markets, and quantitative strategies, make sure to subscribe to Excess Returns for more interviews with leading investors and thinkers.
Chips from a Calcutta Workshop: Comparative Religion in Nineteenth Century India (Cambridge University Press, 2025) explores the development and nature of comparative religion in nineteenth-century India. It focuses on the ideas and intellectual currents behind a range of thinkers who explored comparative religion in India, drawing on a variety of inspirations from Indian religions. Rather than emanate out of a European Christian set of politics as in the Western world, comparative religion emerged out of religious reform movements, including the Brāhmo Samaj in Bengal and the Arya Samaj in the Punjab. With chapters on Rammohan Roy, Debendranath Tagore, Keshab Chandra Sen, and Swami Vivekananda, the book includes a re-evaluation of familiar figures alongside lesser-known thinkers within an intellectual history of modern Indian comparative religion. Neilesh Bose is Professor of History at the University of Victoria. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
Is 2026 shaping up to be a breakout year for short-term rentals — or another year of mixed signals? In this January market review, the STR Data Lab team unpacks early indicators that could define performance for the rest of the year, from rising bookings and shifting travel patterns to economic tailwinds and major event demand. For hosts, property managers, and investors, these first-month signals offer critical clues about where revenue opportunities — and risks — are emerging.While occupancy dipped year over year due to continued supply growth, bookings surged at one of the strongest rates in months, signaling healthy future demand. Coastal destinations are seeing robust early reservations ahead of spring break and summer travel, while urban markets are experiencing a surprising boost driven largely by anticipation of the upcoming World Cup. Meanwhile, mountain and ski destinations are facing headwinds from a weak Western snow season — a reminder that hyper-local factors can still outweigh national trends.The episode also zooms out to the economic backdrop shaping travel demand: job growth, disposable income, inflation trends, tax policy changes, and even larger tax refunds. The takeaway is clear — when people have money in their pockets, travel follows. Add in the potential windfall from major events like the World Cup, and hosts across many markets could see outsized revenue opportunities if they prepare early.You don't want to miss this episode if you're planning pricing, investments, or strategy for 2026.Key TakeawaysBooking momentum matters more than current occupancy. Strong forward bookings suggest healthy demand ahead even if winter performance looks weak.Coastal markets are leading early for spring and summer travel. Hosts in beach destinations should prepare for competitive pricing and high demand.Major events create spillover demand beyond host cities. Nearby markets may benefit from travelers extending trips around large events.Mountain market performance is highly weather-dependent. Diversifying seasonality strategies can reduce risk in ski destinations.Economic conditions are turning favorable for travel. Rising disposable income and tax refunds could fuel increased bookings in 2026.Sign up for AirDNA for FREE
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sarah Wang sit at the center of the capital, compute, and talent arms race reshaping the tech industry. As partners at a16z investing across infrastructure and growth, they've watched venture and growth blur, model labs turn dollars into capability at unprecedented speed, and startups raise nine-figure rounds before monetization.Martin and Sarah join us to unpack the new financing playbook for AI: why today's rounds are really compute contracts in disguise, how the “raise → train → ship → raise bigger” flywheel works, and whether foundation model companies can outspend the entire app ecosystem built on top of them. They also share what's underhyped (boring enterprise software), what's overheated (talent wars and compensation spirals), and the two radically different futures they see for AI's market structure.We discuss:* Martin's “two futures” fork: infinite fragmentation and new software categories vs. a small oligopoly of general models that consume everything above them* The capital flywheel: how model labs translate funding directly into capability gains, then into revenue growth measured in weeks, not years* Why venture and growth have merged: $100M–$1B hybrid rounds, strategic investors, compute negotiations, and complex deal structures* The AGI vs. product tension: allocating scarce GPUs between long-term research and near-term revenue flywheels* Whether frontier labs can out-raise and outspend the entire app ecosystem built on top of their APIs* Why today's talent wars ($10M+ comp packages, $B acqui-hires) are breaking early-stage founder math* Cursor as a case study: building up from the app layer while training down into your own models* Why “boring” enterprise software may be the most underinvested opportunity in the AI mania* Hardware and robotics: why the ChatGPT moment hasn't yet arrived for robots and what would need to change* World Labs and generative 3D: bringing the marginal cost of 3D scene creation down by orders of magnitude* Why public AI discourse is often wildly disconnected from boardroom reality and how founders should navigate the noiseShow Notes:* “Where Value Will Accrue in AI: Martin Casado & Sarah Wang” - a16z show* “Jack Altman & Martin Casado on the Future of Venture Capital”* World Labs—Martin Casado• LinkedIn: https://www.linkedin.com/in/martincasado/• X: https://x.com/martin_casadoSarah Wang• LinkedIn: https://www.linkedin.com/in/sarah-wang-59b96a7• X: https://x.com/sarahdingwanga16z• https://a16z.com/Timestamps00:00:00 – Intro: Live from a16z00:01:20 – The New AI Funding Model: Venture + Growth Collide00:03:19 – Circular Funding, Demand & “No Dark GPUs”00:05:24 – Infrastructure vs Apps: The Lines Blur00:06:24 – The Capital Flywheel: Raise → Train → Ship → Raise Bigger00:09:39 – Can Frontier Labs Outspend the Entire App Ecosystem?00:11:24 – Character AI & The AGI vs Product Dilemma00:14:39 – Talent Wars, $10M Engineers & Founder Anxiety00:17:33 – What's Underinvested? The Case for “Boring” Software00:19:29 – Robotics, Hardware & Why It's Hard to Win00:22:42 – Custom ASICs & The $1B Training Run Economics00:24:23 – American Dynamism, Geography & AI Power Centers00:26:48 – How AI Is Changing the Investor Workflow (Claude Cowork)00:29:12 – Two Futures of AI: Infinite Expansion or Oligopoly?00:32:48 – If You Can Raise More Than Your Ecosystem, You Win00:34:27 – Are All Tasks AGI-Complete? Coding as the Test Case00:38:55 – Cursor & The Power of the App Layer00:44:05 – World Labs, Spatial Intelligence & 3D Foundation Models00:47:20 – Thinking Machines, Founder Drama & Media Narratives00:52:30 – Where Long-Term Power Accrues in the AI StackTranscriptLatent.Space - Inside AI's $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z[00:00:00] Welcome to Latent Space (Live from a16z) + Meet the Guests[00:00:00] Alessio: Hey everyone. Welcome to the Latent Space podcast, live from a 16 z. Uh, this is Alessio founder Kernel Lance, and I'm joined by Twix, editor of Latent Space.[00:00:08] swyx: Hey, hey, hey. Uh, and we're so glad to be on with you guys. Also a top AI podcast, uh, Martin Cado and Sarah Wang. Welcome, very[00:00:16] Martin Casado: happy to be here and welcome.[00:00:17] swyx: Yes, uh, we love this office. We love what you've done with the place. Uh, the new logo is everywhere now. It's, it's still getting, takes a while to get used to, but it reminds me of like sort of a callback to a more ambitious age, which I think is kind of[00:00:31] Martin Casado: definitely makes a statement.[00:00:33] swyx: Yeah.[00:00:34] Martin Casado: Not quite sure what that statement is, but it makes a statement.[00:00:37] swyx: Uh, Martin, I go back with you to Netlify.[00:00:40] Martin Casado: Yep.[00:00:40] swyx: Uh, and, uh, you know, you create a software defined networking and all, all that stuff people can read up on your background. Yep. Sarah, I'm newer to you. Uh, you, you sort of started working together on AI infrastructure stuff.[00:00:51] Sarah Wang: That's right. Yeah. Seven, seven years ago now.[00:00:53] Martin Casado: Best growth investor in the entire industry.[00:00:55] swyx: Oh, say[00:00:56] Martin Casado: more hands down there is, there is. [00:01:00] I mean, when it comes to AI companies, Sarah, I think has done the most kind of aggressive, um, investment thesis around AI models, right? So, worked for Nom Ja, Mira Ia, FEI Fey, and so just these frontier, kind of like large AI models.[00:01:15] I think, you know, Sarah's been the, the broadest investor. Is that fair?[00:01:20] Venture vs. Growth in the Frontier Model Era[00:01:20] Sarah Wang: No, I, well, I was gonna say, I think it's been a really interesting tag, tag team actually just ‘cause the, a lot of these big C deals, not only are they raising a lot of money, um, it's still a tech founder bet, which obviously is inherently early stage.[00:01:33] But the resources,[00:01:36] Martin Casado: so many, I[00:01:36] Sarah Wang: was gonna say the resources one, they just grow really quickly. But then two, the resources that they need day one are kind of growth scale. So I, the hybrid tag team that we have is. Quite effective, I think,[00:01:46] Martin Casado: what is growth these days? You know, you don't wake up if it's less than a billion or like, it's, it's actually, it's actually very like, like no, it's a very interesting time in investing because like, you know, take like the character around, right?[00:01:59] These tend to [00:02:00] be like pre monetization, but the dollars are large enough that you need to have a larger fund and the analysis. You know, because you've got lots of users. ‘cause this stuff has such high demand requires, you know, more of a number sophistication. And so most of these deals, whether it's US or other firms on these large model companies, are like this hybrid between venture growth.[00:02:18] Sarah Wang: Yeah. Total. And I think, you know, stuff like BD for example, you wouldn't usually need BD when you were seed stage trying to get market biz Devrel. Biz Devrel, exactly. Okay. But like now, sorry, I'm,[00:02:27] swyx: I'm not familiar. What, what, what does biz Devrel mean for a venture fund? Because I know what biz Devrel means for a company.[00:02:31] Sarah Wang: Yeah.[00:02:32] Compute Deals, Strategics, and the ‘Circular Funding' Question[00:02:32] Sarah Wang: You know, so a, a good example is, I mean, we talk about buying compute, but there's a huge negotiation involved there in terms of, okay, do you get equity for the compute? What, what sort of partner are you looking at? Is there a go-to market arm to that? Um, and these are just things on this scale, hundreds of millions, you know, maybe.[00:02:50] Six months into the inception of a company, you just wouldn't have to negotiate these deals before.[00:02:54] Martin Casado: Yeah. These large rounds are very complex now. Like in the past, if you did a series A [00:03:00] or a series B, like whatever, you're writing a 20 to a $60 million check and you call it a day. Now you normally have financial investors and strategic investors, and then the strategic portion always still goes with like these kind of large compute contracts, which can take months to do.[00:03:13] And so it's, it's very different ties. I've been doing this for 10 years. It's the, I've never seen anything like this.[00:03:19] swyx: Yeah. Do you have worries about the circular funding from so disease strategics?[00:03:24] Martin Casado: I mean, listen, as long as the demand is there, like the demand is there. Like the problem with the internet is the demand wasn't there.[00:03:29] swyx: Exactly. All right. This, this is like the, the whole pyramid scheme bubble thing, where like, as long as you mark to market on like the notional value of like, these deals, fine, but like once it starts to chip away, it really Well[00:03:41] Martin Casado: no, like as, as, as, as long as there's demand. I mean, you know, this, this is like a lot of these sound bites have already become kind of cliches, but they're worth saying it.[00:03:47] Right? Like during the internet days, like we were. Um, raising money to put fiber in the ground that wasn't used. And that's a problem, right? Because now you actually have a supply overhang.[00:03:58] swyx: Mm-hmm.[00:03:59] Martin Casado: And even in the, [00:04:00] the time of the, the internet, like the supply and, and bandwidth overhang, even as massive as it was in, as massive as the crash was only lasted about four years.[00:04:09] But we don't have a supply overhang. Like there's no dark GPUs, right? I mean, and so, you know, circular or not, I mean, you know, if, if someone invests in a company that, um. You know, they'll actually use the GPUs. And on the other side of it is the, is the ask for customer. So I I, I think it's a different time.[00:04:25] Sarah Wang: I think the other piece, maybe just to add onto this, and I'm gonna quote Martine in front of him, but this is probably also a unique time in that. For the first time, you can actually trace dollars to outcomes. Yeah, right. Provided that scaling laws are, are holding, um, and capabilities are actually moving forward.[00:04:40] Because if you can put translate dollars into capabilities, uh, a capability improvement, there's demand there to martine's point. But if that somehow breaks, you know, obviously that's an important assumption in this whole thing to make it work. But you know, instead of investing dollars into sales and marketing, you're, you're investing into r and d to get to the capability, um, you know, increase.[00:04:59] And [00:05:00] that's sort of been the demand driver because. Once there's an unlock there, people are willing to pay for it.[00:05:05] Alessio: Yeah.[00:05:06] Blurring Lines: Models as Infra + Apps, and the New Fundraising Flywheel[00:05:06] Alessio: Is there any difference in how you built the portfolio now that some of your growth companies are, like the infrastructure of the early stage companies, like, you know, OpenAI is now the same size as some of the cloud providers were early on.[00:05:16] Like what does that look like? Like how much information can you feed off each other between the, the two?[00:05:24] Martin Casado: There's so many lines that are being crossed right now, or blurred. Right. So we already talked about venture and growth. Another one that's being blurred is between infrastructure and apps, right? So like what is a model company?[00:05:35] Mm-hmm. Like, it's clearly infrastructure, right? Because it's like, you know, it's doing kind of core r and d. It's a horizontal platform, but it's also an app because it's um, uh, touches the users directly. And then of course. You know, the, the, the growth of these is just so high. And so I actually think you're just starting to see a, a, a new financing strategy emerge and, you know, we've had to adapt as a result of that.[00:05:59] And [00:06:00] so there's been a lot of changes. Um, you're right that these companies become platform companies very quickly. You've got ecosystem build out. So none of this is necessarily new, but the timescales of which it's happened is pretty phenomenal. And the way we'd normally cut lines before is blurred a little bit, but.[00:06:16] But that, that, that said, I mean, a lot of it also just does feel like things that we've seen in the past, like cloud build out the internet build out as well.[00:06:24] Sarah Wang: Yeah. Um, yeah, I think it's interesting, uh, I don't know if you guys would agree with this, but it feels like the emerging strategy is, and this builds off of your other question, um.[00:06:33] You raise money for compute, you pour that or you, you pour the money into compute, you get some sort of breakthrough. You funnel the breakthrough into your vertically integrated application. That could be chat GBT, that could be cloud code, you know, whatever it is. You massively gain share and get users.[00:06:49] Maybe you're even subsidizing at that point. Um, depending on your strategy. You raise money at the peak momentum and then you repeat, rinse and repeat. Um, and so. And that wasn't [00:07:00] true even two years ago, I think. Mm-hmm. And so it's sort of to your, just tying it to fundraising strategy, right? There's a, and hiring strategy.[00:07:07] All of these are tied, I think the lines are blurring even more today where everyone is, and they, but of course these companies all have API businesses and so they're these, these frenemy lines that are getting blurred in that a lot of, I mean, they have billions of dollars of API revenue, right? And so there are customers there.[00:07:23] But they're competing on the app layer.[00:07:24] Martin Casado: Yeah. So this is a really, really important point. So I, I would say for sure, venture and growth, that line is blurry app and infrastructure. That line is blurry. Um, but I don't think that that changes our practice so much. But like where the very open questions are like, does this layer in the same way.[00:07:43] Compute traditionally has like during the cloud is like, you know, like whatever, somebody wins one layer, but then another whole set of companies wins another layer. But that might not, might not be the case here. It may be the case that you actually can't verticalize on the token string. Like you can't build an app like it, it necessarily goes down just because there are no [00:08:00] abstractions.[00:08:00] So those are kinda the bigger existential questions we ask. Another thing that is very different this time than in the history of computer sciences is. In the past, if you raised money, then you basically had to wait for engineering to catch up. Which famously doesn't scale like the mythical mammoth. It take a very long time.[00:08:18] But like that's not the case here. Like a model company can raise money and drop a model in a, in a year, and it's better, right? And, and it does it with a team of 20 people or 10 people. So this type of like money entering a company and then producing something that has demand and growth right away and using that to raise more money is a very different capital flywheel than we've ever seen before.[00:08:39] And I think everybody's trying to understand what the consequences are. So I think it's less about like. Big companies and growth and this, and more about these more systemic questions that we actually don't have answers to.[00:08:49] Alessio: Yeah, like at Kernel Labs, one of our ideas is like if you had unlimited money to spend productively to turn tokens into products, like the whole early stage [00:09:00] market is very different because today you're investing X amount of capital to win a deal because of price structure and whatnot, and you're kind of pot committing.[00:09:07] Yeah. To a certain strategy for a certain amount of time. Yeah. But if you could like iteratively spin out companies and products and just throw, I, I wanna spend a million dollar of inference today and get a product out tomorrow.[00:09:18] swyx: Yeah.[00:09:19] Alessio: Like, we should get to the point where like the friction of like token to product is so low that you can do this and then you can change the Right, the early stage venture model to be much more iterative.[00:09:30] And then every round is like either 100 k of inference or like a hundred million from a 16 Z. There's no, there's no like $8 million C round anymore. Right.[00:09:38] When Frontier Labs Outspend the Entire App Ecosystem[00:09:38] Martin Casado: But, but, but, but there's a, there's a, the, an industry structural question that we don't know the answer to, which involves the frontier models, which is, let's take.[00:09:48] Anthropic it. Let's say Anthropic has a state-of-the-art model that has some large percentage of market share. And let's say that, uh, uh, uh, you know, uh, a company's building smaller models [00:10:00] that, you know, use the bigger model in the background, open 4.5, but they add value on top of that. Now, if Anthropic can raise three times more.[00:10:10] Every subsequent round, they probably can raise more money than the entire app ecosystem that's built on top of it. And if that's the case, they can expand beyond everything built on top of it. It's like imagine like a star that's just kind of expanding, so there could be a systemic. There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don't think we've ever seen before just because we were so bottlenecked in engineering, and this is a very open question.[00:10:41] swyx: Yeah. It's, it is almost like bitter lesson applied to the startup industry.[00:10:45] Martin Casado: Yeah, a hundred percent. It literally becomes an issue of like raise capital, turn that directly into growth. Use that to raise three times more. Exactly. And if you can keep doing that, you literally can outspend any company that's built the, not any company.[00:10:57] You can outspend the aggregate of companies on top of [00:11:00] you and therefore you'll necessarily take their share, which is crazy.[00:11:02] swyx: Would you say that kind of happens in character? Is that the, the sort of postmortem on. What happened?[00:11:10] Sarah Wang: Um,[00:11:10] Martin Casado: no.[00:11:12] Sarah Wang: Yeah, because I think so,[00:11:13] swyx: I mean the actual postmortem is, he wanted to go back to Google.[00:11:15] Exactly. But like[00:11:18] Martin Casado: that's another difference that[00:11:19] Sarah Wang: you said[00:11:21] Martin Casado: it. We should talk, we should actually talk about that.[00:11:22] swyx: Yeah,[00:11:22] Sarah Wang: that's[00:11:23] swyx: Go for it. Take it. Take,[00:11:23] Sarah Wang: yeah.[00:11:24] Character.AI, Founder Goals (AGI vs Product), and GPU Allocation Tradeoffs[00:11:24] Sarah Wang: I was gonna say, I think, um. The, the, the character thing raises actually a different issue, which actually the Frontier Labs will face as well. So we'll see how they handle it.[00:11:34] But, um, so we invest in character in January, 2023, which feels like eons ago, I mean, three years ago. Feels like lifetimes ago. But, um, and then they, uh, did the IP licensing deal with Google in August, 2020. Uh, four. And so, um, you know, at the time, no, you know, he's talked publicly about this, right? He wanted to Google wouldn't let him put out products in the world.[00:11:56] That's obviously changed drastically. But, um, he went to go do [00:12:00] that. Um, but he had a product attached. The goal was, I mean, it's Nome Shair, he wanted to get to a GI. That was always his personal goal. But, you know, I think through collecting data, right, and this sort of very human use case, that the character product.[00:12:13] Originally was and still is, um, was one of the vehicles to do that. Um, I think the real reason that, you know. I if you think about the, the stress that any company feels before, um, you ultimately going one way or the other is sort of this a GI versus product. Um, and I think a lot of the big, I think, you know, opening eyes, feeling that, um, anthropic if they haven't started, you know, felt it, certainly given the success of their products, they may start to feel that soon.[00:12:39] And the real. I think there's real trade-offs, right? It's like how many, when you think about GPUs, that's a limited resource. Where do you allocate the GPUs? Is it toward the product? Is it toward new re research? Right? Is it, or long-term research, is it toward, um, n you know, near to midterm research? And so, um, in a case where you're resource constrained, um, [00:13:00] of course there's this fundraising game you can play, right?[00:13:01] But the fund, the market was very different back in 2023 too. Um. I think the best researchers in the world have this dilemma of, okay, I wanna go all in on a GI, but it's the product usage revenue flywheel that keeps the revenue in the house to power all the GPUs to get to a GI. And so it does make, um, you know, I think it sets up an interesting dilemma for any startup that has trouble raising up until that level, right?[00:13:27] And certainly if you don't have that progress, you can't continue this fly, you know, fundraising flywheel.[00:13:32] Martin Casado: I would say that because, ‘cause we're keeping track of all of the things that are different, right? Like, you know, venture growth and uh, app infra and one of the ones is definitely the personalities of the founders.[00:13:45] It's just very different this time I've been. Been doing this for a decade and I've been doing startups for 20 years. And so, um, I mean a lot of people start this to do a GI and we've never had like a unified North star that I recall in the same [00:14:00] way. Like people built companies to start companies in the past.[00:14:02] Like that was what it was. Like I would create an internet company, I would create infrastructure company, like it's kind of more engineering builders and this is kind of a different. You know, mentality. And some companies have harnessed that incredibly well because their direction is so obviously on the path to what somebody would consider a GI, but others have not.[00:14:20] And so like there is always this tension with personnel. And so I think we're seeing more kind of founder movement.[00:14:27] Sarah Wang: Yeah.[00:14:27] Martin Casado: You know, as a fraction of founders than we've ever seen. I mean, maybe since like, I don't know the time of like Shockly and the trade DUR aid or something like that. Way back in the beginning of the industry, I, it's a very, very.[00:14:38] Unusual time of personnel.[00:14:39] Sarah Wang: Totally.[00:14:40] Talent Wars, Mega-Comp, and the Rise of Acquihire M&A[00:14:40] Sarah Wang: And it, I think it's exacerbated by the fact that talent wars, I mean, every industry has talent wars, but not at this magnitude, right? No. Yeah. Very rarely can you see someone get poached for $5 billion. That's hard to compete with. And then secondly, if you're a founder in ai, you could fart and it would be on the front page of, you know, the information these days.[00:14:59] And so there's [00:15:00] sort of this fishbowl effect that I think adds to the deep anxiety that, that these AI founders are feeling.[00:15:06] Martin Casado: Hmm.[00:15:06] swyx: Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don't know if we'll see that again.[00:15:17] ‘cause meta built the team. Like, I don't know if, I think, I think they're kind of done and like, who's gonna pay more than meta? I, I don't know.[00:15:23] Martin Casado: I, I agree. So it feels so, it feel, it feels this way to me too. It's like, it is like, basically Zuckerberg kind of came out swinging and then now he's kind of back to building.[00:15:30] Yeah,[00:15:31] swyx: yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.[00:15:38] Martin Casado: I mean, the, the o other side of that is like, you know, like we're, we're actually in the job hiring market. We've got 600 people here. I hire all the time.[00:15:44] I've got three open recs if anybody's interested, that's listening to this for investor. Yeah, on, on the team, like on the investing side of the team, like, and, um, a lot of the people we talk to have acting, you know, active, um, offers for 10 million a year or something like that. And like, you know, and we pay really, [00:16:00] really well.[00:16:00] And just to see what's out on the market is really, is really remarkable. And so I would just say it's actually, so you're right, like the really flashy one, like I will get someone for, you know, a billion dollars, but like the inflated, um, uh, trickles down. Yeah, it is still very active today. I mean,[00:16:18] Sarah Wang: yeah, you could be an L five and get an offer in the tens of millions.[00:16:22] Okay. Yeah. Easily. Yeah. It's so I think you're right that it felt like a blip. I hope you're right. Um, but I think it's been, the steady state is now, I think got pulled up. Yeah. Yeah. I'll pull up for[00:16:31] Martin Casado: sure. Yeah.[00:16:32] Alessio: Yeah. And I think that's breaking the early stage founder math too. I think before a lot of people would be like, well, maybe I should just go be a founder instead of like getting paid.[00:16:39] Yeah. 800 KA million at Google. But if I'm getting paid. Five, 6 million. That's different but[00:16:45] Martin Casado: on. But on the other hand, there's more strategic money than we've ever seen historically, right? Mm-hmm. And so, yep. The economics, the, the, the, the calculus on the economics is very different in a number of ways. And, uh, it's crazy.[00:16:58] It's cra it's causing like a, [00:17:00] a, a, a ton of change in confusion in the market. Some very positive, sub negative, like, so for example, the other side of the, um. The co-founder, like, um, acquisition, you know, mark Zuckerberg poaching someone for a lot of money is like, we were actually seeing historic amount of m and a for basically acquihires, right?[00:17:20] That you like, you know, really good outcomes from a venture perspective that are effective acquihires, right? So I would say it's probably net positive from the investment standpoint, even though it seems from the headlines to be very disruptive in a negative way.[00:17:33] Alessio: Yeah.[00:17:33] What's Underfunded: Boring Software, Robotics Skepticism, and Custom Silicon Economics[00:17:33] Alessio: Um, let's talk maybe about what's not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it's like access getting more popular.[00:17:47] There's a startup school path that a lot of founders take and they know what's hot in the VC circles and they know what gets funded. Uh, and there's maybe not as much risk appetite for. Things outside of that. Um, I'm curious if you feel [00:18:00] like that's true and what are maybe, uh, some of the areas, uh, that you think are under discussed?[00:18:06] Martin Casado: I mean, I actually think that we've taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there's almost a barbell, like you're like the hot thing on X, you're deep tech.[00:18:21] swyx: Mm-hmm.[00:18:22] Martin Casado: Right. But I, you know, I feel like there's just kind of a long, you know, list of like good.[00:18:28] Good companies that will be around for a long time in very large markets. Say you're building a database, you know, say you're building, um, you know, kind of monitoring or logging or tooling or whatever. There's some good companies out there right now, but like, they have a really hard time getting, um, the attention of investors.[00:18:43] And it's almost become a meme, right? Which is like, if you're not basically growing from zero to a hundred in a year, you're not interesting, which is just, is the silliest thing to say. I mean, think of yourself as like an introvert person, like, like your personal money, right? Mm-hmm. So. Your personal money, will you put it in the stock market at 7% or you put it in this company growing five x in a very large [00:19:00] market?[00:19:00] Of course you can put it in the company five x. So it's just like we say these stupid things, like if you're not going from zero to a hundred, but like those, like who knows what the margins of those are mean. Clearly these are good investments. True for anybody, right? True. Like our LPs want whatever.[00:19:12] Three x net over, you know, the life cycle of a fund, right? So a, a company in a big market growing five X is a great investment. We'd, everybody would be happy with these returns, but we've got this kind of mania on these, these strong growths. And so I would say that that's probably the most underinvested sector.[00:19:28] Right now.[00:19:29] swyx: Boring software, boring enterprise software.[00:19:31] Martin Casado: Traditional. Really good company.[00:19:33] swyx: No, no AI here.[00:19:34] Martin Casado: No. Like boring. Well, well, the AI of course is pulling them into use cases. Yeah, but that's not what they're, they're not on the token path, right? Yeah. Let's just say that like they're software, but they're not on the token path.[00:19:41] Like these are like they're great investments from any definition except for like random VC on Twitter saying VC on x, saying like, it's not growing fast enough. What do you[00:19:52] Sarah Wang: think? Yeah, maybe I'll answer a slightly different. Question, but adjacent to what you asked, um, which is maybe an area that we're not, uh, investing [00:20:00] right now that I think is a question and we're spending a lot of time in regardless of whether we pull the trigger or not.[00:20:05] Um, and it would probably be on the hardware side, actually. Robotics, right? And the robotics side. Robotics. Right. Which is, it's, I don't wanna say that it's not getting funding ‘cause it's clearly, uh, it's, it's sort of non-consensus to almost not invest in robotics at this point. But, um, we spent a lot of time in that space and I think for us, we just haven't seen the chat GPT moment.[00:20:22] Happen on the hardware side. Um, and the funding going into it feels like it's already. Taking that for granted.[00:20:30] Martin Casado: Yeah. Yeah. But we also went through the drone, you know, um, there's a zip line right, right out there. What's that? Oh yeah, there's a zip line. Yeah. What the drone, what the av And like one of the takeaways is when it comes to hardware, um, most companies will end up verticalizing.[00:20:46] Like if you're. If you're investing in a robot company for an A for agriculture, you're investing in an ag company. ‘cause that's the competition and that's surprising. And that's supply chain. And if you're doing it for mining, that's mining. And so the ad team does a lot of that type of stuff ‘cause they actually set up to [00:21:00] diligence that type of work.[00:21:01] But for like horizontal technology investing, there's very little when it comes to robots just because it's so fit for, for purpose. And so we kinda like to look at software. Solutions or horizontal solutions like applied intuition. Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That's fair, you know, for robotics early on.[00:21:23] And so that sort of thing we're very, very interested. But the actual like robot interacting with the world is probably better for different team. Agree.[00:21:30] Alessio: Yeah, I'm curious who these teams are supposed to be that invest in them. I feel like everybody's like, yeah, robotics, it's important and like people should invest in it.[00:21:38] But then when you look at like the numbers, like the capital requirements early on versus like the moment of, okay, this is actually gonna work. Let's keep investing. That seems really hard to predict in a way that is not,[00:21:49] Martin Casado: I think co, CO two, kla, gc, I mean these are all invested in in Harvard companies. He just, you know, and [00:22:00] listen, I mean, it could work this time for sure.[00:22:01] Right? I mean if Elon's doing it, he's like, right. Just, just the fact that Elon's doing it means that there's gonna be a lot of capital and a lot of attempts for a long period of time. So that alone maybe suggests that we should just be investing in robotics just ‘cause you have this North star who's Elon with a humanoid and that's gonna like basically willing into being an industry.[00:22:17] Um, but we've just historically found like. We're a huge believer that this is gonna happen. We just don't feel like we're in a good position to diligence these things. ‘cause again, robotics companies tend to be vertical. You really have to understand the market they're being sold into. Like that's like that competitive equilibrium with a human being is what's important.[00:22:34] It's not like the core tech and like we're kind of more horizontal core tech type investors. And this is Sarah and I. Yeah, the ad team is different. They can actually do these types of things.[00:22:42] swyx: Uh, just to clarify, AD stands for[00:22:44] Martin Casado: American Dynamism.[00:22:45] swyx: Alright. Okay. Yeah, yeah, yeah. Uh, I actually, I do have a related question that, first of all, I wanna acknowledge also just on the, on the chip side.[00:22:51] Yeah. I, I recall a podcast that where you were on, i, I, I think it was the a CC podcast, uh, about two or three years ago where you, where you suddenly said [00:23:00] something, which really stuck in my head about how at some point, at some point kind of scale it makes sense to. Build a custom aic Yes. For per run.[00:23:07] Martin Casado: Yes.[00:23:07] It's crazy. Yeah.[00:23:09] swyx: We're here and I think you, you estimated 500 billion, uh, something.[00:23:12] Martin Casado: No, no, no. A billion, a billion dollar training run of $1 billion training run. It makes sense to actually do a custom meic if you can do it in time. The question now is timelines. Yeah, but not money because just, just, just rough math.[00:23:22] If it's a billion dollar training. Then the inference for that model has to be over a billion, otherwise it won't be solvent. So let's assume it's, if you could save 20%, which you could save much more than that with an ASIC 20%, that's $200 million. You can tape out a chip for $200 million. Right? So now you can literally like justify economically, not timeline wise.[00:23:41] That's a different issue. An ASIC per model, which[00:23:44] swyx: is because that, that's how much we leave on the table every single time. We, we, we do like generic Nvidia.[00:23:48] Martin Casado: Exactly. Exactly. No, it, it is actually much more than that. You could probably get, you know, a factor of two, which would be 500 million.[00:23:54] swyx: Typical MFU would be like 50.[00:23:55] Yeah, yeah. And that's good.[00:23:57] Martin Casado: Exactly. Yeah. Hundred[00:23:57] swyx: percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there's, there's a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.[00:24:17] Yeah. Uh, move TSMC here, if that's possible. Um, how much overlap is there from ad[00:24:23] Martin Casado: Yeah.[00:24:23] swyx: To, I guess, growth and, uh, investing in particularly like, you know, US AI companies that are strongly bounded by their compute.[00:24:32] Martin Casado: Yeah. Yeah. So I mean, I, I would view, I would view AD as more as a market segmentation than like a mission, right?[00:24:37] So the market segmentation is, it has kind of regulatory compliance issues or government, you know, sale or it deals with like hardware. I mean, they're just set up to, to, to, to, to. To diligence those types of companies. So it's a more of a market segmentation thing. I would say the entire firm. You know, which has been since it is been intercepted, you know, has geographical biases, right?[00:24:58] I mean, for the longest time we're like, you [00:25:00] know, bay Area is gonna be like, great, where the majority of the dollars go. Yeah. And, and listen, there, there's actually a lot of compounding effects for having a geographic bias. Right. You know, everybody's in the same place. You've got an ecosystem, you're there, you've got presence, you've got a network.[00:25:12] Um, and, uh, I mean, I would say the Bay area's very much back. You know, like I, I remember during pre COVID, like it was like almost Crypto had kind of. Pulled startups away. Miami from the Bay Area. Miami, yeah. Yeah. New York was, you know, because it's so close to finance, came up like Los Angeles had a moment ‘cause it was so close to consumer, but now it's kind of come back here.[00:25:29] And so I would say, you know, we tend to be very Bay area focused historically, even though of course we've asked all over the world. And then I would say like, if you take the ring out, you know, one more, it's gonna be the US of course, because we know it very well. And then one more is gonna be getting us and its allies and Yeah.[00:25:44] And it goes from there.[00:25:45] Sarah Wang: Yeah,[00:25:45] Martin Casado: sorry.[00:25:46] Sarah Wang: No, no. I agree. I think from a, but I think from the intern that that's sort of like where the companies are headquartered. Maybe your questions on supply chain and customer base. Uh, I, I would say our customers are, are, our companies are fairly international from that perspective.[00:25:59] Like they're selling [00:26:00] globally, right? They have global supply chains in some cases.[00:26:03] Martin Casado: I would say also the stickiness is very different.[00:26:05] Sarah Wang: Yeah.[00:26:05] Martin Casado: Historically between venture and growth, like there's so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff.[00:26:15] Like of course we're just gonna be stronger where we have our network and we've been doing business for 20 years. I've been in the Bay Area for 25 years, so clearly I'm just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don't need that much help.[00:26:30] They're already kind of pretty mature historically, so like they can kind of be everywhere. So there's kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She's like, ops Ninja Biz, Devrel, BizOps.[00:26:48] swyx: Are, are you, are you finding much AI automation in your work? Like what, what is your stack.[00:26:53] Sarah Wang: Oh my, in my personal stack.[00:26:54] swyx: I mean, because like, uh, by the way, it's the, the, the reason for this is it is triggering, uh, yeah. We, like, I'm hiring [00:27:00] ops, ops people. Um, a lot of ponders I know are also hiring ops people and I'm just, you know, it's opportunity Since you're, you're also like basically helping out with ops with a lot of companies.[00:27:09] What are people doing these days? Because it's still very manual as far as I can tell.[00:27:13] Sarah Wang: Hmm. Yeah. I think the things that we help with are pretty network based, um, in that. It's sort of like, Hey, how do do I shortcut this process? Well, let's connect you to the right person. So there's not quite an AI workflow for that.[00:27:26] I will say as a growth investor, Claude Cowork is pretty interesting. Yeah. Like for the first time, you can actually get one shot data analysis. Right. Which, you know, if you're gonna do a customer database, analyze a cohort retention, right? That's just stuff that you had to do by hand before. And our team, the other, it was like midnight and the three of us were playing with Claude Cowork.[00:27:47] We gave it a raw file. Boom. Perfectly accurate. We checked the numbers. It was amazing. That was my like, aha moment. That sounds so boring. But you know, that's, that's the kind of thing that a growth investor is like, [00:28:00] you know, slaving away on late at night. Um, done in a few seconds.[00:28:03] swyx: Yeah. You gotta wonder what the whole, like, philanthropic labs, which is like their new sort of products studio.[00:28:10] Yeah. What would that be worth as an independent, uh, startup? You know, like a[00:28:14] Martin Casado: lot.[00:28:14] Sarah Wang: Yeah, true.[00:28:16] swyx: Yeah. You[00:28:16] Martin Casado: gotta hand it to them. They've been executing incredibly well.[00:28:19] swyx: Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai.[00:28:35] Oh, I[00:28:35] Martin Casado: think they've been pretty clear. They're enterprise focused.[00:28:37] swyx: They have been, but like they've been free. Here's[00:28:40] Martin Casado: care publicly,[00:28:40] swyx: it's enterprise focused. It's coding. Right. Yeah.[00:28:43] AI Labs vs Startups: Disruption, Undercutting & the Innovator's Dilemma[00:28:43] swyx: And then, and, but here's cloud, cloud, cowork, and, and here's like, well, we, uh, they, apparently they're running Instagram ads for Claudia.[00:28:50] I, on, you know, for, for people on, I get them all the time. Right. And so, like,[00:28:54] Martin Casado: uh,[00:28:54] swyx: it, it's kind of like this, the disruption thing of, uh, you know. Mo Open has been doing, [00:29:00] consumer been doing the, just pursuing general intelligence in every mo modality, and here's a topic that only focus on this thing, but now they're sort of undercutting and doing the whole innovator's dilemma thing on like everything else.[00:29:11] Martin Casado: It's very[00:29:11] swyx: interesting.[00:29:12] Martin Casado: Yeah, I mean there's, there's a very open que so for me there's like, do you know that meme where there's like the guy in the path and there's like a path this way? There's a path this way. Like one which way Western man. Yeah. Yeah.[00:29:23] Two Futures for AI: Infinite Market vs AGI Oligopoly[00:29:23] Martin Casado: And for me, like, like all the entire industry kind of like hinges on like two potential futures.[00:29:29] So in, in one potential future, um, the market is infinitely large. There's perverse economies of scale. ‘cause as soon as you put a model out there, like it kind of sublimates and all the other models catch up and like, it's just like software's being rewritten and fractured all over the place and there's tons of upside and it just grows.[00:29:48] And then there's another path which is like, well. Maybe these models actually generalize really well, and all you have to do is train them with three times more money. That's all you have to [00:30:00] do, and it'll just consume everything beyond it. And if that's the case, like you end up with basically an oligopoly for everything, like, you know mm-hmm.[00:30:06] Because they're perfectly general and like, so this would be like the, the a GI path would be like, these are perfectly general. They can do everything. And this one is like, this is actually normal software. The universe is complicated. You've got, and nobody knows the answer.[00:30:18] The Economics Reality Check: Gross Margins, Training Costs & Borrowing Against the Future[00:30:18] Martin Casado: My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they're making and how much they, they spent training the last model, they're gross margin positive.[00:30:30] You're like, oh, that's really working. But if you look at like. The current training that they're doing for the next model, their gross margin negative. So part of me thinks that a lot of ‘em are kind of borrowing against the future and that's gonna have to slow down. It's gonna catch up to them at some point in time, but we don't really know.[00:30:47] Sarah Wang: Yeah.[00:30:47] Martin Casado: Does that make sense? Like, I mean, it could be, it could be the case that the only reason this is working is ‘cause they can raise that next round and they can train that next model. ‘cause these models have such a short. Life. And so at some point in time, like, you know, they won't be able to [00:31:00] raise that next round for the next model and then things will kind of converge and fragment again.[00:31:03] But right now it's not.[00:31:04] Sarah Wang: Totally. I think the other, by the way, just, um, a meta point. I think the other lesson from the last three years is, and we talk about this all the time ‘cause we're on this. Twitter X bubble. Um, cool. But, you know, if you go back to, let's say March, 2024, that period, it felt like a, I think an open source model with an, like a, you know, benchmark leading capability was sort of launching on a daily basis at that point.[00:31:27] And, um, and so that, you know, that's one period. Suddenly it's sort of like open source takes over the world. There's gonna be a plethora. It's not an oligopoly, you know, if you fast, you know, if you, if you rewind time even before that GPT-4 was number one for. Nine months, 10 months. It's a long time. Right.[00:31:44] Um, and of course now we're in this era where it feels like an oligopoly, um, maybe some very steady state shifts and, and you know, it could look like this in the future too, but it just, it's so hard to call. And I think the thing that keeps, you know, us up at [00:32:00] night in, in a good way and bad way, is that the capability progress is actually not slowing down.[00:32:06] And so until that happens, right, like you don't know what's gonna look like.[00:32:09] Martin Casado: But I, I would, I would say for sure it's not converged, like for sure, like the systemic capital flows have not converged, meaning right now it's still borrowing against the future to subsidize growth currently, which you can do that for a period of time.[00:32:23] But, but you know, at the end, at some point the market will rationalize that and just nobody knows what that will look like.[00:32:29] Alessio: Yeah.[00:32:29] Martin Casado: Or, or like the drop in price of compute will, will, will save them. Who knows?[00:32:34] Alessio: Yeah. Yeah. I think the models need to ask them to, to specific tasks. You know? It's like, okay, now Opus 4.5 might be a GI at some specific task, and now you can like depreciate the model over a longer time.[00:32:45] I think now, now, right now there's like no old model.[00:32:47] Martin Casado: No, but let, but lemme just change that mental, that's, that used to be my mental model. Lemme just change it a little bit.[00:32:53] Capital as a Weapon vs Task Saturation: Where Real Enterprise Value Gets Built[00:32:53] Martin Casado: If you can raise three times, if you can raise more than the aggregate of anybody that uses your models, that doesn't even matter.[00:32:59] It doesn't [00:33:00] even matter. See what I'm saying? Like, yeah. Yeah. So, so I have an API Business. My API business is 60% margin, or 70% margin, or 80% margin is a high margin business. So I know what everybody is using. If I can raise more money than the aggregate of everybody that's using it, I will consume them whether I'm a GI or not.[00:33:14] And I will know if they're using it ‘cause they're using it. And like, unlike in the past where engineering stops me from doing that.[00:33:21] Alessio: Mm-hmm.[00:33:21] Martin Casado: It is very straightforward. You just train. So I also thought it was kind of like, you must ask the code a GI, general, general, general. But I think there's also just a possibility that the, that the capital markets will just give them the, the, the ammunition to just go after everybody on top of ‘em.[00:33:36] Sarah Wang: I, I do wonder though, to your point, um, if there's a certain task that. Getting marginally better isn't actually that much better. Like we've asked them to it, to, you know, we can call it a GI or whatever, you know, actually, Ali Goi talks about this, like we're already at a GI for a lot of functions in the enterprise.[00:33:50] Um. That's probably those for those tasks, you probably could build very specific companies that focus on just getting as much value out of that task that isn't [00:34:00] coming from the model itself. There's probably a rich enterprise business to be built there. I mean, could be wrong on that, but there's a lot of interesting examples.[00:34:08] So, right, if you're looking the legal profession or, or whatnot, and maybe that's not a great one ‘cause the models are getting better on that front too, but just something where it's a bit saturated, then the value comes from. Services. It comes from implementation, right? It comes from all these things that actually make it useful to the end customer.[00:34:24] Martin Casado: Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.[00:34:31] Sarah Wang: Mm-hmm.[00:34:32] Martin Casado: Yeah. I code every day. It's so fun.[00:34:35] Sarah Wang: That's a core question. Yeah.[00:34:36] Martin Casado: And like. When I'm talking to these models, it's not just code. I mean, it's everything, right? Like I, you know, like it's,[00:34:43] swyx: it's healthcare.[00:34:44] It's,[00:34:44] Martin Casado: I mean, it's[00:34:44] swyx: Mele,[00:34:45] Martin Casado: but it's every, it is exactly that. Like, yeah, that's[00:34:47] Sarah Wang: great support. Yeah.[00:34:48] Martin Casado: It's everything. Like I'm asking these models to, yeah, to understand compliance. I'm asking these models to go search the web. I'm asking these models to talk about things I know in the history, like it's having a full conversation with me while I, I engineer, and so it could be [00:35:00] the case that like, mm-hmm.[00:35:01] The most a, you know, a GI complete, like I'm not an a GI guy. Like I think that's, you know, but like the most a GI complete model will is win independent of the task. And we don't know the answer to that one either.[00:35:11] swyx: Yeah.[00:35:12] Martin Casado: But it seems to me that like, listen, codex in my experience is for sure better than Opus 4.5 for coding.[00:35:18] Like it finds the hardest bugs that I work in with. Like, it is, you know. The smartest developers. I don't work on it. It's great. Um, but I think Opus 4.5 is actually very, it's got a great bedside manner and it really, and it, it really matters if you're building something very complex because like, it really, you know, like you're, you're, you're a partner and a brainstorming partner for somebody.[00:35:38] And I think we don't discuss enough how every task kind of has that quality.[00:35:42] swyx: Mm-hmm.[00:35:43] Martin Casado: And what does that mean to like capital investment and like frontier models and Submodels? Yeah.[00:35:47] Why “Coding Models” Keep Collapsing into Generalists (Reasoning vs Taste)[00:35:47] Martin Casado: Like what happened to all the special coding models? Like, none of ‘em worked right. So[00:35:51] Alessio: some of them, they didn't even get released.[00:35:53] Magical[00:35:54] Martin Casado: Devrel. There's a whole, there's a whole host. We saw a bunch of them and like there's this whole theory that like, there could be, and [00:36:00] I think one of the conclusions is, is like there's no such thing as a coding model,[00:36:04] Alessio: you know?[00:36:04] Martin Casado: Like, that's not a thing. Like you're talking to another human being and it's, it's good at coding, but like it's gotta be good at everything.[00:36:10] swyx: Uh, minor disagree only because I, I'm pretty like, have pretty high confidence that basically open eye will always release a GPT five and a GT five codex. Like that's the code's. Yeah. The way I call it is one for raisin, one for Tiz. Um, and, and then like someone internal open, it was like, yeah, that's a good way to frame it.[00:36:32] Martin Casado: That's so funny.[00:36:33] swyx: Uh, but maybe it, maybe it collapses down to reason and that's it. It's not like a hundred dimensions doesn't life. Yeah. It's two dimensions. Yeah, yeah, yeah, yeah. Like and exactly. Beside manner versus coding. Yeah.[00:36:43] Martin Casado: Yeah.[00:36:44] swyx: It's, yeah.[00:36:46] Martin Casado: I, I think for, for any, it's hilarious. For any, for anybody listening to this for, for, for, I mean, for you, like when, when you're like coding or using these models for something like that.[00:36:52] Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you're, I [00:37:00] think like, like the best Soto ish model. You know, it is going to remain very important no matter what the task is.[00:37:06] swyx: Yeah.[00:37:07] What He's Actually Coding: Gaussian Splats, Spark.js & 3D Scene Rendering Demos[00:37:07] swyx: Uh, speaking of coding, uh, I, I'm gonna be cheeky and ask like, what actually are you coding?[00:37:11] Because obviously you, you could code anything and you are obviously a busy investor and a manager of the good. Giant team. Um, what are you calling?[00:37:18] Martin Casado: I help, um, uh, FEFA at World Labs. Uh, it's one of the investments and um, and they're building a foundation model that creates 3D scenes.[00:37:27] swyx: Yeah, we had it on the pod.[00:37:28] Yeah. Yeah,[00:37:28] Martin Casado: yeah. And so these 3D scenes are Gaussian splats, just by the way that kind of AI works. And so like, you can reconstruct a scene better with, with, with radiance feels than with meshes. ‘cause like they don't really have topology. So, so they, they, they produce each. Beautiful, you know, 3D rendered scenes that are Gaussian splats, but the actual industry support for Gaussian splats isn't great.[00:37:50] It's just never, you know, it's always been meshes and like, things like unreal use meshes. And so I work on a open source library called Spark js, which is a. Uh, [00:38:00] a JavaScript rendering layer ready for Gaussian splats. And it's just because, you know, um, you, you, you need that support and, and right now there's kind of a three js moment that's all meshes and so like, it's become kind of the default in three Js ecosystem.[00:38:13] As part of that to kind of exercise the library, I just build a whole bunch of cool demos. So if you see me on X, you see like all my demos and all the world building, but all of that is just to exercise this, this library that I work on. ‘cause it's actually a very tough algorithmics problem to actually scale a library that much.[00:38:29] And just so you know, this is ancient history now, but 30 years ago I paid for undergrad, you know, working on game engines in college in the late nineties. So I've got actually a back and it's very old background, but I actually have a background in this and so a lot of it's fun. You know, but, but the, the, the, the whole goal is just for this rendering library to, to,[00:38:47] Sarah Wang: are you one of the most active contributors?[00:38:49] The, their GitHub[00:38:50] Martin Casado: spark? Yes.[00:38:51] Sarah Wang: Yeah, yeah.[00:38:51] Martin Casado: There's only two of us there, so, yes. No, so by the way, so the, the pri The pri, yeah. Yeah. So the primary developer is a [00:39:00] guy named Andres Quist, who's an absolute genius. He and I did our, our PhDs together. And so like, um, we studied for constant Quas together. It was almost like hanging out with an old friend, you know?[00:39:09] And so like. So he, he's the core, core guy. I did mostly kind of, you know, the side I run venture fund.[00:39:14] swyx: It's amazing. Like five years ago you would not have done any of this. And it brought you back[00:39:19] Martin Casado: the act, the Activ energy, you're still back. Energy was so high because you had to learn all the framework b******t.[00:39:23] Man, I f*****g used to hate that. And so like, now I don't have to deal with that. I can like focus on the algorithmics so I can focus on the scaling and I,[00:39:29] swyx: yeah. Yeah.[00:39:29] LLMs vs Spatial Intelligence + How to Value World Labs' 3D Foundation Model[00:39:29] swyx: And then, uh, I'll observe one irony and then I'll ask a serious investor question, uh, which is like, the irony is FFE actually doesn't believe that LMS can lead us to spatial intelligence.[00:39:37] And here you are using LMS to like help like achieve spatial intelligence. I just see, I see some like disconnect in there.[00:39:45] Martin Casado: Yeah. Yeah. So I think, I think, you know, I think, I think what she would say is LLMs are great to help with coding.[00:39:51] swyx: Yes.[00:39:51] Martin Casado: But like, that's very different than a model that actually like provides, they, they'll never have the[00:39:56] swyx: spatial inte[00:39:56] Martin Casado: issues.[00:39:56] And listen, our brains clearly listen, our brains, brains clearly have [00:40:00] both our, our brains clearly have a language reasoning section and they clearly have a spatial reasoning section. I mean, it's just, you know, these are two pretty independent problems.[00:40:07] swyx: Okay. And you, you, like, I, I would say that the, the one data point I recently had, uh, against it is the DeepMind, uh, IMO Gold, where, so, uh, typically the, the typical answer is that this is where you start going down the neuros symbolic path, right?[00:40:21] Like one, uh, sort of very sort of abstract reasoning thing and one form, formal thing. Um, and that's what. DeepMind had in 2024 with alpha proof, alpha geometry, and now they just use deep think and just extended thinking tokens. And it's one model and it's, and it's in LM.[00:40:36] Martin Casado: Yeah, yeah, yeah, yeah, yeah.[00:40:37] swyx: And so that, that was my indication of like, maybe you don't need a separate system.[00:40:42] Martin Casado: Yeah. So, so let me step back. I mean, at the end of the day, at the end of the day, these things are like nodes in a graph with weights on them. Right. You know, like it can be modeled like if you, if you distill it down. But let me just talk about the two different substrates. Let's, let me put you in a dark room.[00:40:56] Like totally black room. And then let me just [00:41:00] describe how you exit it. Like to your left, there's a table like duck below this thing, right? I mean like the chances that you're gonna like not run into something are very low. Now let me like turn on the light and you actually see, and you can do distance and you know how far something away is and like where it is or whatever.[00:41:17] Then you can do it, right? Like language is not the right primitives to describe. The universe because it's not exact enough. So that's all Faye, Faye is talking about. When it comes to like spatial reasoning, it's like you actually have to know that this is three feet far, like that far away. It is curved.[00:41:37] You have to understand, you know, the, like the actual movement through space.[00:41:40] swyx: Yeah.[00:41:40] Martin Casado: So I do, I listen, I do think at the end of these models are definitely converging as far as models, but there's, there's, there's different representations of problems you're solving. One is language. Which, you know, that would be like describing to somebody like what to do.[00:41:51] And the other one is actually just showing them and the space reasoning is just showing them.[00:41:55] swyx: Yeah, yeah, yeah. Right. Got it, got it. Uh, the, in the investor question was on, on, well labs [00:42:00] is, well, like, how do I value something like this? What, what, what work does the, do you do? I'm just like, Fefe is awesome.[00:42:07] Justin's awesome. And you know, the other two co-founder, co-founders, but like the, the, the tech, everyone's building cool tech. But like, what's the value of the tech? And this is the fundamental question[00:42:16] Martin Casado: of, well, let, let, just like these, let me just maybe give you a rough sketch on the diffusion models. I actually love to hear Sarah because I'm a venture for, you know, so like, ventures always, always like kind of wild west type[00:42:24] swyx: stuff.[00:42:24] You, you, you, you paid a dream and she has to like, actually[00:42:28] Martin Casado: I'm gonna say I'm gonna mar to reality, so I'm gonna say the venture for you. And she can be like, okay, you a little kid. Yeah. So like, so, so these diffusion models literally. Create something for, for almost nothing. And something that the, the world has found to be very valuable in the past, in our real markets, right?[00:42:45] Like, like a 2D image. I mean, that's been an entire market. People value them. It takes a human being a long time to create it, right? I mean, to create a, you know, a, to turn me into a whatever, like an image would cost a hundred bucks in an hour. The inference cost [00:43:00] us a hundredth of a penny, right? So we've seen this with speech in very successful companies.[00:43:03] We've seen this with 2D image. We've seen this with movies. Right? Now, think about 3D scene. I mean, I mean, when's Grand Theft Auto coming out? It's been six, what? It's been 10 years. I mean, how, how like, but hasn't been 10 years.[00:43:14] Alessio: Yeah.[00:43:15] Martin Casado: How much would it cost to like, to reproduce this room in 3D? Right. If you, if you, if you hired somebody on fiber, like in, in any sort of quality, probably 4,000 to $10,000.[00:43:24] And then if you had a professional, probably $30,000. So if you could generate the exact same thing from a 2D image, and we know that these are used and they're using Unreal and they're using Blend, or they're using movies and they're using video games and they're using all. So if you could do that for.[00:43:36] You know, less than a dollar, that's four or five orders of magnitude cheaper. So you're bringing the marginal cost of something that's useful down by three orders of magnitude, which historically have created very large companies. So that would be like the venture kind of strategic dreaming map.[00:43:49] swyx: Yeah.[00:43:50] And, and for listeners, uh, you can do this yourself on your, on your own phone with like. Uh, the marble.[00:43:55] Martin Casado: Yeah. Marble.[00:43:55] swyx: Uh, or but also there's many Nerf apps where you just go on your iPhone and, and do this.[00:43:59] Martin Casado: Yeah. Yeah. [00:44:00] Yeah. And, and in the case of marble though, it would, what you do is you literally give it in.[00:44:03] So most Nerf apps you like kind of run around and take a whole bunch of pictures and then you kind of reconstruct it.[00:44:08] swyx: Yeah.[00:44:08] Martin Casado: Um, things like marble, just that the whole generative 3D space will just take a 2D image and it'll reconstruct all the like, like[00:44:16] swyx: meaning it has to fill in. Uh,[00:44:18] Martin Casado: stuff at the back of the table, under the table, the back, like, like the images, it doesn't see.[00:44:22] So the generator stuff is very different than reconstruction that it fills in the things that you can't see.[00:44:26] swyx: Yeah. Okay.[00:44:26] Sarah Wang: So,[00:44:27] Martin Casado: all right. So now the,[00:44:28] Sarah Wang: no, no. I mean I love that[00:44:29] Martin Casado: the adult[00:44:29] Sarah Wang: perspective. Um, well, no, I was gonna say these are very much a tag team. So we, we started this pod with that, um, premise. And I think this is a perfect question to even build on that further.[00:44:36] ‘cause it truly is, I mean, we're tag teaming all of these together.[00:44:39] Investing in Model Labs, Media Rumors, and the Cursor Playbook (Margins & Going Down-Stack)[00:44:39] Sarah Wang: Um, but I think every investment fundamentally starts with the same. Maybe the same two premises. One is, at this point in time, we actually believe that there are. And of one founders for their particular craft, and they have to be demonstrated in their prior careers, right?[00:44:56] So, uh, we're not investing in every, you know, now the term is NEO [00:45:00] lab, but every foundation model, uh, any, any company, any founder trying to build a foundation model, we're not, um, contrary to popular opinion, we're
#211 - Some histories whisper when they should thunder. We sit down with Jenny Chan, co‑founder of Pacific Atrocities Education, to listen—really listen—to the Pacific Front of World War II and the millions of lives bound up in it. From the euphemism of “comfort women” to the cold precision of Unit 731, from the Bataan Death March to the Rape of Nanking and Sook Ching in Singapore, we trace how violence moved through bodies, borders, and generations, and why so much of it slipped the Western gaze.Jenny shares how a family box of military yen opened a door to declassified archives, survivor testimonies, and a mission to preserve stories before they disappear. We talk about what reconciliation means while shrines still honor war criminals, how immunity deals and postwar politics shaped public memory, and why the number thirty million needs human faces to be understood. Along the way, we explore fragile archives crumbling faster than they can be digitized, the ethics of telling trauma with care, and the small acts of resistance that kept hope alive in POW camps and occupied cities.This conversation is honest and heavy, but it's also full of light—students winning history competitions with documentaries on Unit 731, survivors finding their voice after decades of silence, and a growing community determined to remember. If you've ever sensed a gap in what you were taught about World War II, this is your invitation to fill it with facts, voices, and empathy.Subscribe, share this episode with someone who loves history, and leave a review to help more listeners find these untold stories. Then tell us: which story surprised you most, and what will you remember tomorrow?To learn more about Jenny Chan and Pacific Atrocities Education please visit www.pacificatrocities.org. You can also learn more on Youtube @pacificfrontuntold and on Instagram @pacificatrocitiesedu.To learn more about The Human Adventure and see some clips from past, current, and future shows check out my Instagram account @humanadventurepod.Want to be a guest on The Human Adventure? Send me a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/journeywithjake
8 backcountry skiers found dead and 1 still missing after California avalanche; Report: Deportations could affect Arkansas' construction market; Fraud control talks back in play at MN capitol; Poll: Conservation support has increased across eight Western states.
What if your symptoms aren't random… but messages your body is trying to send?In this powerful episode, Certified Integrative Health Practitioner Amy Mewborn shares her shocking health journey - from having a stroke at just 29 years old to battling mold toxicity, chronic inflammation and autoimmune disease.After being radiated 21 times and sent from specialist to specialist, she realized something life-changing: Conventional medicine was treating symptoms… not root causes.In our chat, we dive deep into:• The early warning signs she ignored before her stroke• How chronic stress impacts women's hormones• Mold toxicity and why it's often missed• Chronic inflammation and autoimmune disease• Perimenopause, weight gain & metabolic dysfunction• Why eating more + walking more helped her lose 15 lbs• The difference between Western vs. Functional Medicine• Simple low-hanging fruit changes you can make TODAY!If you're a woman in your 30s, 40s or 50s feeling exhausted, inflamed, stuck or unheard by doctors - this conversation is for you. Remember, your body isn't broken. It's communicating!Watch the FULL EPISODE on YOUTUBE here:https://youtu.be/iNUHEKmkebsConnect more with Amy here:Website: https://living-simpler.comInstagram: https://www.instagram.com/amymewbornYouTube: https://www.youtube.com/@AmyMewbornLivingSimplerFacebook: https://www.facebook.com/amy.mewbornLinkedIn: https://www.linkedin.com/in/amymewborn/If this episode resonated with you, please subscribe and leave a review on your favorite podcast platform. Sharing this episode with a friend can also help us reach more incredible women on their journey to better health.Thank you for being a part of our community and investing in your wellness journey!To stay connected, here's where you can find me online:Podcast IG: https://www.instagram.com/empoweredinhealth Coaching Business IG: https://www.instagram.com/erinktrier Book Free Coaching Call Here: https://www.erintrier.com/coachingWebsite: https://www.erintrier.com/
In aerospace and defense, a structural shift in global manufacturing is underway. Supply chains are strained, skilled labor is scarce, and production backlogs are testing relationships between OEMs and suppliers across the globe. So the industry is being forced to look for answers in new places. One of those places is India. What started as an engineering and software hub is rapidly becoming something much larger. A manufacturing powerhouse capable of delivering aerospace-grade quality, advanced digital operations, and the scale required to support global demand. In this highlight episode, I revisit my conversation with the co-founder and CEO of Jeh Aerospace, Vishal Sanghavi. He explains why major suppliers are moving work to India, how credibility is earned with Western customers, and why the opportunity ahead is bigger than a simple cost advantage. You'll also learn: Why labor shortages in the U.S. are accelerating permanent shifts in manufacturing geography How pairing India's talent base with modern digital infrastructure changes what suppliers can deliver What it takes to overcome skepticism and prove reliability to Western aerospace customers Why the companies that win will think beyond arbitrage and build technology leverage How India's momentum could reshape the global supplier map for decades Why, with market demand, policy movement, and geopolitics aligning, the window of opportunity is now About the Guest Vishal R. Sanghavi is the co-founder & CEO of Jeh Aerospace. He has been a leader in the aerospace and defense (A&D) industry for nearly two decades. He co-founded Jeh Aerospace in 2022 with his long-time colleague Venkatesh Mudragalla. This US-based company manufactures aerospace and defense components to address the industry's global supply chain constraints. Vishal is on a mission to transform aerospace manufacturing by harnessing the power of advanced technologies like robotic automation, AI, and AR/VR, and leveraging the vast talent pool of countries like India through friend-shoring. He is building Jeh Aerospace into a new-age technology-driven manufacturing company that will deliver stringent-quality flying parts 10x faster, better, and cheaper. Vishal's entrepreneurial journey began at the renowned Tata Group, where he built and led large multimillion-dollar businesses and became one of the youngest CXOs for the group. He spearheaded numerous aerospace businesses during his tenure, including the Tata Boeing Joint Venture (JV), Tata Sikorsky JV, and Tata Lockheed JV, which manufacture large, complex aerospace systems. To learn more, visit https://jeh.aero/. About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association. For more aerospace industry news & commentary: https://craigpicken.com/insights/. To learn more about Craig Picken, visit https://craigpicken.com/.
This is part 2 of 3 talks by Dr. Nathan Jacobs about the "nones", the religiously unaffiliated, a group that has grown dramatically over the past two decades. In this talk, Nathan Jacobs argues that many who leave are not rejecting God, per se, but a particular vision of God shaped by Western theological developments. Exploring themes like grace, freedom, divine goodness, fatalism, and anthropology, he contrasts key Western trajectories with the vision of the Eastern Church Fathers. The result is a compelling case that Orthodoxy does not suppress the moral and spiritual intuitions of today's seekers — it fulfills them.Watch part 1: The Modern Religious Debate Lost Its Audience: https://youtu.be/vun_XtxDt5E Contribute to the East West Lecture Series fundraiser: http://theeastwestseries.com/Do you want to watch the Becoming Truly Human documentary? Watch it along with other exclusive content on Jacobs Premium. Use code: LEWIS to get a discount: https://www.thenathanjacobspodcast.com/Timestamps:00:00 - Coming up next01:28 - East West series02:36 - Introduction05:18 - What the nones believe10:39 - Rejecting Western Christianity14:12 - Augustine18:40 - The nature/Grace divide25:42 - Protestantism & predestination31:48 - God's will39:36 - Competing goods46:17 - Our world is spiritual59:02 - Return to talk59:51 - Man as microcosm01:01:51 - Was man made mortal or immortal?01:06:11 - Energies01:15:02 - What happens after death01:18:06 - The remedy for divine hiddenness01:24:34 - Q&A: On trusting your intuitions about God01:29:21 - Q: Anxiety of the participants01:30:58 - Q: What about Jesus?01:33:11 - Q: Discussions about the Trinity01:36:07 - Q: Using the halo in the documentary01:40:06 - Q: Do nones go to other religions?======================================All the links:The Theological Letters Substack: https://nathanajacobs.substack.com/Instagram: https://www.instagram.com/thenathanjacobspodcastX: https://x.com/NathanJacobsPodFacebook: https://www.facebook.com/nathanandrewjacobsAcademia: https://vanderbilt.academia.edu/NathanAJacobsListen and please review the podcast elsewhere:Spotify: https://open.spotify.com/show/0hSskUtCwDT40uFbqTk3QSApple Podcast: https://podcasts.apple.com/us/podcast/the-nathan-jacobs-podcast
Is Valentine's Day still romantic… or has modern culture quietly fallen out of love?In this episode of Mark and Pete, we take a sharp look at Valentine's Day in 2026 and ask whether Western society is still capable of real romance. From overpriced roses and restaurant panic bookings to dating apps and “situationships,” love increasingly feels like a performance rather than a commitment.But beneath the chocolate hearts and Instagram posts lies a deeper question: are people actually dating less?We examine the growing body of research pointing to a modern “sex recession,” declining marriage rates, delayed relationships, and rising loneliness among young adults. Why are Gen Z and millennials reporting less dating experience, less sexual activity, and less long-term partnership than previous generations? Is technology to blame? Has dating app culture turned romance into online shopping? Or have we simply become afraid of commitment?We explore how modern expectations—shaped by social media, pornography, and endless digital comparison—may be eroding trust between men and women. In a world of infinite options, no one feels chosen. In a culture obsessed with independence, fewer people feel secure enough to commit.At the same time, the longing for love hasn't disappeared. People still want to be known, valued, and chosen. So why does Valentine's Day feel increasingly awkward, commercial, or hollow?With Mark's reflective poetry and Pete's Christian perspective, this episode examines what the Bible says about covenant love, sacrifice, and commitment in contrast to today's consumer-driven approach to romance. Is love just chemistry and feelings, or is it something deeper—something worth defending?Topics include: Valentine's Day, modern dating crisis, declining marriage rates, Gen Z relationships, loneliness epidemic, dating apps, commitment culture, Christian worldview on love, covenant marriage, cultural decline.
[Western Art] Co-publisher Adolfo Castillo is the host today as he chats with executive editor Michael Clawson about the March 2026 issue of Western Art Collector. Inside the issue are articles on Thomas Blackshear II, John Coleman and his top collector, and coverage of top shows such as the Night of Artists, March in Montana and The Russell. We also have special sections on Western landscapes and our annual State of the Art: Montana. Subscribe to the magazine at westernartcollector.com.
Today's episode breaks down Christian Briggs' Part Two of his policy paper, "China's Strategic Assault on Dollar Hegemony Through Banking Infrastructure, Critical Mineral Dominance, and the Architecture of De-Dollarization". What we're witnessing isn't just economic competition—it's a coordinated financial war against the United States. According to the breakdown, China, Russia, and the expanding BRICS alliance are executing a decades-long strategy to dismantle dollar dominance and build a parallel global financial system that cuts America out entirely.The podcast argues that the weaponization of sanctions—especially after the Russia-Ukraine conflict—was the turning point. When the U.S. froze foreign reserves, it sent a signal to the world: your money isn't safe in dollars. Since then, nations have been racing to protect themselves by abandoning U.S.-controlled systems like SWIFT and moving toward alternative settlement rails.At the center of this shift? China's Cross-Border Interbank Payment System (CIPS) and the rapid growth of BRICS as a financial counterweight to the West. Countries that once depended on dollar settlements are now trading in yuan, rubles, and rupees. The episode warns that this isn't symbolic diplomacy—it's structural separation.Then comes the gold bombshell.Central banks around the world are hoarding gold at record levels. Why? Because gold doesn't freeze. It doesn't get sanctioned. It doesn't require U.S. permission. The host frames this as the clearest signal yet that global leaders are hedging against a weakening dollar.But it gets even bigger.The BRICS bloc is reportedly developing a gold-backed settlement mechanism—sometimes referred to as the “Unit”—designed to operate completely outside the dollar system. Combine that with multilateral digital currency platforms like mBridge, and you have the skeleton of an entirely new monetary architecture forming in real time.Meanwhile, the episode raises alarming questions about U.S. regulatory policy. Why are Chinese banks allegedly linked to financial misconduct still operating under U.S. licenses? Why is Basel III reshaping Western banking rules while Eastern nations aggressively accumulate hard assets?The conclusion is stark: this isn't just about trade. It's about power.If the dollar loses its reserve dominance, America's geopolitical leverage shrinks overnight. The podcast leaves listeners with a sobering message—the global financial order is shifting, and whether by strategy or complacency, the United States may already be late to the fight.
8 backcountry skiers found dead and 1 still missing after California avalanche; Report: Deportations could affect Arkansas' construction market; Fraud control talks back in play at MN capitol; Poll: Conservation support has increased across eight Western states.
Chips from a Calcutta Workshop: Comparative Religion in Nineteenth Century India (Cambridge University Press, 2025) explores the development and nature of comparative religion in nineteenth-century India. It focuses on the ideas and intellectual currents behind a range of thinkers who explored comparative religion in India, drawing on a variety of inspirations from Indian religions. Rather than emanate out of a European Christian set of politics as in the Western world, comparative religion emerged out of religious reform movements, including the Brāhmo Samaj in Bengal and the Arya Samaj in the Punjab. With chapters on Rammohan Roy, Debendranath Tagore, Keshab Chandra Sen, and Swami Vivekananda, the book includes a re-evaluation of familiar figures alongside lesser-known thinkers within an intellectual history of modern Indian comparative religion. Neilesh Bose is Professor of History at the University of Victoria. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/intellectual-history
Chips from a Calcutta Workshop: Comparative Religion in Nineteenth Century India (Cambridge University Press, 2025) explores the development and nature of comparative religion in nineteenth-century India. It focuses on the ideas and intellectual currents behind a range of thinkers who explored comparative religion in India, drawing on a variety of inspirations from Indian religions. Rather than emanate out of a European Christian set of politics as in the Western world, comparative religion emerged out of religious reform movements, including the Brāhmo Samaj in Bengal and the Arya Samaj in the Punjab. With chapters on Rammohan Roy, Debendranath Tagore, Keshab Chandra Sen, and Swami Vivekananda, the book includes a re-evaluation of familiar figures alongside lesser-known thinkers within an intellectual history of modern Indian comparative religion. Neilesh Bose is Professor of History at the University of Victoria. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/south-asian-studies
DJ, Tron and Neil debrief on our trip to Western and Central Nebraska which we depicted in a video that premiered on the NLU YouTube channel a couple of weeks ago No Laying Up: Nebraska Join us in our support of the Evans Scholars Foundation: https://nolayingup.com/esf Support our Sponsors: Titleist Golf Pride East Sands Golf Co If you enjoyed this episode, consider joining The Nest: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at nolayingup.com/join Subscribe to the No Laying Up Newsletter here: https://newsletter.nolayingup.com/ Subscribe to the No Laying Up Podcast channel here: https://www.youtube.com/@NoLayingUpPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
REVIEW FOR LATER TODAYHEADLINE: The Defense of Western Civilization in Europe25 WORD SUMMARY: Steve Yates analyzes the reception of American defense of Western values in Europe, noting a clash with entrenched ideologies at the Munich Conference.GUEST: Steve Yates, The Heritage Foundation1900 BRUSSELS
1917 EDGAR RICE BURROUGHS. MARS1.Liz Peek discusses the market's current drift and the continued dominance of Artificial Intelligence, arguing AI is not a bubble but a rapidly adopted technology transforming productivity, with companies underhiring as they assess impact and investors needing exposure to this dominant sector.2.Liz Peek critiques California Governor Gavin Newsom, a potential 2028 presidential candidate, citing California'sstruggles with homelessness, illegal immigration, and a wealth tax driving residents away, characterizing him as a catastrophe whose record undermines his viability.3.Judy Dempsey and Thaddeus Mart dismiss Poland's reparation demands from Russia as political jostling, criticize Senator Rubio's visit to Hungary for bolstering Viktor Orbán, and note the Wagner Group's reported return to Europe as destabilizing.4.Judy Dempsey and Thaddeus Mart identify a leadership void in Europe, noting weakness in Macron and Starmer, arguing Europe possesses treaty tools for defense but lacks political will, often blaming Donald Trump rather than addressing internal paralysis.5.Mary Kissel praises Secretary Rubio's Munich speech for emphasizing Western defense but notes he was softer on China than expected, arguing Europe only strengthens military commitments when shamed by the US or facing immediate threats.6.Mary Kissel analyzes the massive US naval deployment near Iran as a credible threat to force regime compliance, dismissing Iran's military drills in the Straits of Hormuz as feeble, suggesting the administration will use force if Tehran refuses dismantlement.7.Jonathan Schanzer of the Foundation for Defense of Democracies analyzes Turkish Foreign Minister Hakan Fidan's disingenuous peace efforts, discusses US demands for Iran's total nuclear dismantlement, and highlights strategic confusion regarding the Board of Peace and Hamas supporters' involvement.8.Jonathan Schanzer describes Syria as effectively a Turkish proxy state viewed with danger by the region, discussing President Trump's announcement of five billion dollars from the Board of Peace for Gaza while expressing skepticism about Turkey and Qatar's reconstruction roles.9.Joseph Sternberg of the Wall Street Journal discusses European leaders finally addressing the continent's economic dysfunction compared to the US, noting proposals for a twenty-eighth regime to simplify business laws while politicians like Meloni and Merz face challenges balancing welfare states with growth reforms.10.Joseph Sternberg analyzes Prime Minister Keir Starmer's crash and burn scenario despite a large parliamentary majority, weakened by scandals and party infighting, with survival relying on the lack of compelling alternatives while constant policy reversals leave his government unable to foster growth.11.Alejandro Peña Esclusa details his transition from businessman to Venezuela's first political prisoner as Hugo Chávez, aided by the São Paulo Forum, dismantled democracy, recounting cacerolazo pot-banging protests and how the regime systematically destroyed the economy and persecuted dissenters.12.Alejandro Peña Esclusa discusses the reported capture of Nicolás Maduro, described as a Cuban asset and drug cartel leader, noting Venezuelans are cautiously celebrating with open protests while threats remain from radical groups and international friction regarding the transition.13.Gregory Copley of Defense & Foreign Affairs discusses the US deployment of one hundred troops to Nigeria to counter ISIS and Boko Haram, arguing stability requires addressing economic disenfranchisement from damming the River Niger rather than treating symptoms with military advisors.14.Gregory Copley reports Nigerian President Tinubu advocates for an African credit rating agency to reduce reliance on external assessments from firms like Moody's, reflecting growing desire for statistical independence and better quantification of local economies to attract investment.15.Gregory Copley argues Europe suffers from a leadership vacuum caused by post-WWII dependency on the US and bureaucratic corrosion within the EU, with economic recovery requiring slashing regulations as current welfare models become unsustainable amidst geopolitical threats.16.Gregory Copley notes that despite scandals surrounding Prince Andrew, the Royal Family remains essential glue holding the UK and Commonwealth together, with the King and working royals performing vital diplomatic functions while spares struggle without defined roles.
The Patriotically Correct Radio Show with Stew Peters | #PCRadio
Gareth Icke rips into the Epstein files leak as elite mockery—Jewish-linked globalists parading taped child rape, torture, cannibalism, sacrifices, and transhuman experiments, daring us to either submit or end them for defiling our children. BitChute's Ray Vahey details dodging Jewish-led globalist assaults—debanked in Europe, slammed by regimes, NGOs, and blacklists—delivering censorship-free video since 2017 with spy-free ops, honest trending, auto-monetization for creators, and a $10K shadowban bounty untouched.
When there's a problem, call Secretary of State Marco Rubio, Trump's “fireman.” Last week, Marco Rubio, in keeping with the tradition started by Vice President JD Vance last year, painted a sobering picture of Europe's future. But with a twist. Rubio did not gloat or talk down to his fellow world leaders. Instead, he glorified America's European heritage—a very controversial statement amongst leftists who try to distance themselves from Western norms and cultures—saying that Europe is poised to make the same mistakes America has already made: letting in 10 million illegal aliens, replacing meritocracy with DEI, failing to maintain military superiority, and forgoing energy independence. Europe is currently backsliding because it, unlike America, does not have a continent full of Donald Trumps to bring about a counterrevolution, argues Victor Davis Hanson on today's edition of “Victor Davis Hanson: In a Few Words:” “It really enhanced the position of Marco Rubio because he's sort of become Trump's fireman. When there's a problem that seems unsolvable or that people, whether it's in Panama or whether it's in the Middle East or whether it's in the Western Hemisphere, people call on Rubio. “And I think we should watch that very carefully because I think we're going to enter into the 2028 race, not with a Vance-Rubio vice president, but with two strong candidates.”
In this episode of the Backcountry Hunters & Anglers Podcast, host Hal Herring speaks with investigative journalist Andrew Becker about the complex and increasingly contentious issue of stream access in Utah. Centered around Becker's deep-dive reporting for The Drake, the conversation explores how a state that is roughly 75% public land can still have most of its fishable water flowing through private property. Becker traces the issue back to Western settlement, including the belief that water is a shared public resource. From the Equal Footing Doctrine and questions of navigability to Utah's modern walk-in access program, the episode unpacks how legal history, culture, water scarcity, and population growth collide. Unlike Montana's high-water mark standard, Utah's approach is fragmented and heavily shaped by private ownership of streambeds — a critical distinction in a state where most water runs through deeded land claimed under early homestead laws. The discussion also wrestles with harder questions: What does sustainable access look like in the second-driest state in the country? How do stocking programs, public funding, and private landownership intersect? And how do conservation ethics balance with expanding recreation pressure amid climate change and rapid development? Ultimately, the episode frames Utah as a microcosm of the broader Western struggle over public trust, private property, and the future of access — where law, history, culture, and conservation all meet at the water's edge.
Author and cultural critic Douglas Murray joins Rafael Mangual to talk about the growing challenges facing the West. They discuss the rise of anti-Semitism, the failures of socialism, and the erosion of free speech, especially in the U.K. Murray makes a clear case for defending Western values with courage, clarity, and action.
We continue our Australian month with Spirits of the Air, Gremlins of the Clouds, the stark 1989 feature debut of Alex Proyas. Before The Crow or Dark City, Proyas delivered this sun-blasted sci-fi Western set in a post-apocalyptic desert where the wind blows land desert bakes.A lone wanderer, Smith (Norman "The Norm" Boyd), emerges from the dunes and collides with siblings Felix and Betty Crabtree (Michael Lake and Melissa Davis), who survive on beans, religious fervor, and flying mania. Smith's arrival fractures their fragile world, igniting jealousy, spiritual dread, and Felix's obsessive dream.Cullen Gallagher and Rob Spencer join Mike to explore Proyas's theological undercurrents, and the film's singular place in late-'80s Australian cinema. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-projection-booth-podcast--5513239/support.Become a supporter of The Projection Booth at http://www.patreon.com/projectionbooth
For episode 280 of the Metta Hour, we are celebrating the 50th anniversary of the Insight Meditation Society, which opened doors on Valentine's Day in 1976. Today, IMS is one of the Western world's oldest and most respected meditation retreat centers, dedicated to providing a spiritual refuge for all who seek freedom of mind and heart. The Retreat Center offers a range of silent meditation courses, ranging from a weekend to three months. IMS Online offers retreats, sanghas, dharma talks, courses, and other programming to support your practice from our virtual meditation hall. IMS also has two adjacent retreat facilities – the Retreat Center and the Forest Refuge – that are set among almost 400 secluded wooded acres in the quiet country of central Massachusetts. In this episode, Sharon presents a special episode from the archives of IMS history featuring her teacher Dipa Ma. Originally recorded in October of 1984, when Dipa Ma was visiting IMS, this dharma talk was given as part of the 1984 three-month retreat. Through an interpreter, Dipa Ma shares the story of how we came to meditation following tremendous loss. She reflects on her early years of practice under the tutelage of Anagarika Munindra and how she gradually began teaching meditation. She also takes questions from the audience about her practice from the attending three-month retreatants. ResourcesA full transcript of this episode is available right here.To learn more about the Insight Mediation Society, click here.To learn more about Dipa Ma, click here.To learn more about the Dharma Seed archive, click here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What does it actually take to build a sustainable, global art career in 2026? As the market shifts away from the high-octane speculation of the early 2020s, a new era of radical transparency and artist autonomy is emerging. In this episode, host Ekaterina Popova sits down with visionary curator, collector, and entrepreneur Sonia Borrell to pull back the curtain on what the world's top collectors are looking for right now. Sonia shares the inspiration behind her newest venture, StudiotoGallery, a platform designed to dismantle traditional gatekeeping and return control to the creator. From the importance of "positioning over visibility" to navigating the rapid growth of the Chinese art market, this conversation is a masterclass in modern art business. Whether you're an emerging painter or an established professional, Sonia's insights offer a refreshing, high-level perspective on thriving in today's selective ecosystem. Inside the Conversation The 2026 Market Recalibration: Sonia discusses why "hype" pricing is falling away and how artists can re-emerge by focusing on authentic connections and sustainable growth. The Sovereign Artist: A look at the StudiotoGallery model, where artists maintain full control over their pricing, inventory, and gallery representation. The Power of Positioning: Why your "human filter" and professional presentation matter more to a museum or serious collector than a viral Instagram reel. Global Expansion: Sonia shares her experience bridging the gap between Western creators and major corporate partners and institutions in China. Sustainable Partnerships: How to identify a "human-centric" gallery and why the future of the art world relies on collaborative, shoulder-to-shoulder work. Protecting Your Practice: Practical advice on avoiding scammers, managing mental health in the studio, and staying positive during market shifts. About Sonia Borrell Sonia Borrell is a prominent art world connector, collector, and founder of Art Belina and StudiotoGallery. With deep roots in the international market, she specializes in helping artists scale their businesses through IP collaborations, museum placements, and high-level mentorship. Sonia is a pioneer in the movement toward a more transparent and educator-led art market, providing artists with the tools they need to lead their own careers. Connect with Our Guest Website: soniabblondon.com Platform: studiotogallery.com Resources for Artists Create! Magazine
US Secretary of State Marco Rubio delivered an overtly pro-colonialist speech at the Munich Security Conference in which he praised "the great Western empires" and said North America and Europe should unite to recolonize the Global South. Ben Norton reports on the increasing desperation of the imperialist West as its global dominance declines. VIDEO: https://www.youtube.com/watch?v=4mWRy7A1cJI Topics 0:00 (CLIP) Marco Rubio praises colonialism 1:13 From colonialism to decolonization 2:17 Western colonies today 3:24 USA wants to reverse decolonization 4:30 Marco Rubio's pro-colonialist speech 6:06 (CLIP) Rubio loves "great Western empires" 6:58 Demonizing anti-colonial movements 7:55 (CLIP) US plan to reverse West's decline 8:57 (CLIP) Erasing colonial crimes 9:32 Proud of colonialism 10:21 (CLIP) "Purported sins" of colonialism 10:37 Crimes of Western colonialism 11:39 (CLIP) Armies fight for "civilization" 11:49 EU leaders applaud colonialist speech 12:31 (CLIP) EU standing ovation for Rubio 12:40 Western media coverage 13:16 Munich Security Conference (MSC) 13:43 (CLIP) Europe's colonial "sigh of relief" 14:15 Defeat of European colonialism 14:57 US imperial message to Global South 15:58 (CLIP) "Western civilization" 16:30 Western civilization built on colonialism 17:00 (CLIP) Trump invites Europe to join 17:15 Rubio identifies as European, not Cuban 18:28 (CLIP) Rubio praises European colonizers 19:21 (CLIP) Rubio's ancestry in Italy & Spain 20:07 Capitalism vs anti-imperialist socialism 21:26 (CLIP) Anti-communism unites West 22:47 Cold War Two against China 23:42 New supply chain to cut out China 25:26 (CLIP) "Western supply chain" 25:49 US goal: reverse decolonization 26:19 Chinese Foreign Minister Wang Yi 27:05 China opposes imperialism 27:42 China's speech at MSC 28:38 Need to reform the UN 29:36 Equality for countries 30:20 China opposes new cold war 30:59 Multipolar world based on sovereignty 32:34 Global South is rising 33:13 US empire wants global dictatorship 33:49 USA vs China: polar opposites 35:18 Outro
It's Wednesday, February 18th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Iranian authorities killed 19 Christians Article 18 reports Iran's security forces have killed at least 19 Christians during recent anti-government protests. The Islamic Republic's security forces brutally cracked down on demonstrators, including Christians. Believers already face persecution for participating in activities like prayer gatherings, baptisms, and Bible distribution. In December, five Christians received prison sentences totaling 50 years for such activities. Iran is ranked 10th on the Open Doors' World Watch List of the most oppressive countries to be a Christian. Nuclear deal between America and Iran Speaking of Iran, the country sent representatives to meet with U.S. officials in Geneva, Switzerland yesterday. The two countries agreed to “guiding principles” for a potential nuclear deal. At the same time, the U.S. is conducting a military build-up in the region. U.S. Secretary of State Marco Rubio has said that striking a deal with Iran is difficult because of its commitment to radical Islam. Secretary Rubio urged Europe to embrace Christian heritage Secretary Rubio addressed the Munich Security Conference in Germany on Saturday. He criticized Europe for embracing globalism, open borders, massive welfare states, and climate activism. Rubio said, “We in America have no interest in being polite and orderly caretakers of the West's managed decline.” Instead, he called for European countries to partner with the United States on the basis of their common heritage—Christianity. Listen. RUBIO: “America was founded 250 years ago, but the roots began here on this continent, long before the men who settled and built the nation of my birth arrived on our shores, carrying the memories and the traditions and the Christian faith of their ancestors as a sacred inheritance, an unbreakable link between the old world and the new. “We are part of one civilization, Western civilization. We are bound to one another by the deepest bonds that nations could share, forged by centuries of shared history, Christian faith, culture, heritage, language, ancestry and the sacrifices our forefathers made together for the common civilization to which we have fallen heir.” Jeremiah 6:16 says, “Stand in the ways and see, and ask for the old paths, where the good way is, and walk in it; then you will find rest for your souls.” Border Czar: We arrested 4,000 illegals & recovered 3,000 kids in MN In the United States, White House Border Czar Tom Homan announced the conclusion of Operation Metro Surge in Minnesota last week. Immigration enforcement officers are in the process of leaving the state after having made over 4,000 arrests since December. Homan noted that officers also recovered over 3,000 missing children. HOMAN: “I.C.E. is a legitimate federal law enforcement agency. We're not out scouring the streets to disappear people or deny people their civil rights or due process. In addition to taking public safety threats off the street, I.C.E., here in this state, have located 3,364 missing, unaccompanied alien children -- children the last administration lost and weren't even looking for.” Planned Parenthood closes Florida abortion mill Planned Parenthood announced Monday it will close one of its abortion mills in Florida. The Lakeland, Florida killing center will fully close next month. This ends 50 years of the abortion giant's presence in the area. Planned Parenthood locations have fallen from 567 in 2021 to 488 last month. However, Katherine Van Dyke with American Life League warned, “By shedding this ‘dead weight,' they're not retreating. They're regrouping to push the abortion pill regimen through virtual channels, streamlining abortion on demand.” 348th anniversary of Pilgrim's Progress And finally, this week is the 348th anniversary of the publication of John Bunyan's Pilgrim's Progress. His first volume of the book was announced on February 18, 1678. Bunyan began the work from prison. He was sentenced for holding unsanctioned religious services. Despite suffering for his faith, he produced a Christian classic that would influence the church for centuries. The 19th century English preacher Charles Spurgeon, who read Pilgrim's Progress 100 times, said of Bunyan, “Read anything of his, and you will see that it is almost like reading the Bible itself. He had read it till his very soul was saturated with Scripture; and though his writings are charmingly full of poetry, yet he cannot give us his Pilgrim's Progress—that sweetest of all prose poems—without continually making us feel and say, ‘Why, this man is a living Bible!'” Jeremiah 15:16 says, “Your words were found, and I ate them, and Your Word was to me the joy and rejoicing of my heart; for I am called by Your name, O LORD, God of hosts.” Close And that's The Worldview on this Wednesday, February 18th, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.
We need to talk about immigration, says novelist Lionel Shriver. Mass migration is fundamentally changing our societies and fuelling a monumental political backlash, yet is still near impossible to discuss openly and frankly. Here, she sits down with spiked's Fraser Myers to talk about her new novel, A Better Life, which explores America's migrant crisis through the lives of a New York family who come to regret opening their home to an unvetted stranger. Lionel and Fraser also discuss the left's warping of language to excuse illegal migration, the decadence and decline of Western society, and how she managed to get her book published in our censorious climate. Read spiked: https://www.spiked-online.com/ Support spiked: https://www.spiked-online.com/support/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Savage argues that the U.S. and the West are already in a communist socialist revolution, warning that Western civilization is at stake. He compares anti-boomer rhetoric to Bolshevik-era tactics such as branding farmers "Kulaks," condemning the likes of Ilhan Omar and Occasional-Cortex. Savage rips modern media obsessions—especially wall-to-wall coverage of the "Guthrie Saga." He warns about the consequences of possible military intervention in Iran. He pivots to personal survival themes—faith, resilience, and preparedness. He announces that his out-of-print book "God, Faith and Reason" will be reprinted with hopes of release by his March 31 birthday. Savage reminds us that life can change "in the blink of an eye" and that faith and preparedness are what carry people through any storm. Go to get.stash.com/SAVAGE to see how you can receive TWENTY-FIVE DOLLARS towards your first stock purchase and to view important disclosures. Protect your wealth with Goldencrest Metals at https://reports.goldencrestmetals.com/savagegold For a limited time only, head to Rugiet.com/SAVAGE to get 15% off your order.
AOC hits the Munich Security Conference and faceplants on foreign policy—so why is the media acting like it was a breakout moment? Is this the Democrats' next presidential contender… or a kingmaker they're trying to polish in real time? The fellas break down the Taiwan dodge, the Venezuela spin, the “global south” rhetoric, and the press running cover like it's their full-time job. Josh Holmes, Comfortably Smug, Michael Duncan, and John Ashbrook connect the dots—and then pivot to the chaos back home. In this episode… AOC's Munich meltdown and the 2028 implications Rubio's contrast and the Western values fight Democrats shutting down DHS—who owns it? The media's “just a few stumbles” spin cycle PLUS, OBAMA SAYS ALIENS ARE REAL… AND NOBODY FOLLOWS UP?! Special Guest: Congressman Andy Barr
In this episode of the Carl Jackson Show, Carl dives into a crucial discussion on foreign policy, highlighting the importance of a strong Western alliance. He critiques AOC's recent speech at the Munich Security Conference, where she struggled to articulate a clear stance on key issues. In contrast, Carl praises Marco Rubio's powerful speech, which emphasizes the need for a renewed Western alliance and a return to national sovereignty. The conversation also touches on President Trump's decision-making process and the potential implications for the future of the United States and Europe. Facebook: https://www.facebook.com/carljacksonradio X/Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.comSee omnystudio.com/listener for privacy information.
Mary Kissel praises Secretary Rubio's Munich speech for emphasizing Western defense but notes he was softer on China than expected, arguing Europe only strengthens military commitments when shamed by the US or facing immediate threats.1900 BRUSSELS BOTANICAL GARDEN
Sec. of State Marco Rubio delivered a dramatic speech in Europe over the weekend, laying out the Trump Administration's new vision for America as a defender of Western civilization from infiltration and decline. The show has all the momentous clips from Rubio, as well as the sad attempts from AOC to countersignal him. Sen. Mike Lee explains the prospects of the SAVE Act ramming through Congress now that it officially has 50 supporters in the Senate. Watch every episode ad-free on members.charliekirk.com! Get new merch at charliekirkstore.com!Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.