Podcasts about Yoy

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At 22 years old, Eugene Kang bought a tiny jerky business from an 80-year-old butcher he met on a road trip. It was doing about $500K a year and relied entirely on private-label production. Over the next fourteen years, he rebuilt everything — the brand, the manufacturing, the product strategy — transforming it into Archer, one of the fastest-growing companies in meat snacks. From navigating USDA operations as a first-time founder, to unlocking national retail doors through a licensed Sriracha SKU that flipped early “no's” into “yeses”, Eugene grew Archer into a projected $500M brand by 2026, with 90% YoY growth in 2024. In this conversation, he breaks down the operational grind, the rebrand from Country Archer to Archer, and how sticks became the engine behind one of the biggest category expansions in modern snacking. Make sure to check out Archer at: https://archerjerky.com/   Check out my new book on Amazon: https://amzn.to/4kRKGTX Register for Starting Small Summit 2026: https://startingsmallmedia.org/startingsmallsummit Watch our mini-doc - Starting Small: The Raw Truth Behind Entrepreneurship and the American Dream: https://youtu.be/eHuq93wIxs0?si=eDB-ycngvWNapRLO Visit Starting Small Media: https://startingsmallmedia.org/ Subscribe to exclusive Starting Small emails: https://startingsmallmedia.org/newsletter-signup   Follow Starting Small: Instagram: https://www.instagram.com/startingsmallpod/ Facebook: https://www.facebook.com/Startingsmallpod/?modal=admin_todo_tour LinkedIn: http://linkedin.com/in/cameronnagle

Shoot us a Text.Episode #1211: Today we break down fading dealer confidence heading into 2026, hear how Mazda's retail-led strategy is boosting margins despite tariff headwinds, and look at why holiday shoppers are leaning on real human reviews over influencers.Show Notes with links:Dealer confidence slid hard to close out 2025 as rising costs, shaky consumer confidence, and slowing demand pushed the Cox Automotive Dealer Sentiment Index well below the positive threshold.Current market sentiment fell to 38 (down from 43 in Q3), with franchised dealers holding slightly stronger at 47, and independent dealers lower at 35. Future outlook declined from 46 to 42Customer traffic hit record lows, especially for franchised dealers, with both in-person and digital traffic declining.“Compared to the rest of the year, the current market feels like it's running out of gas,” said Mark Strand, Deputy Chief Economist at Cox Automotive.In a recent interview with Automotive News, Mazda CEO Masahiro Moro breaks down how the brand quietly climbed upmarket—growing dealer throughput, elevating brand value, and pushing margins higher—even as tariffs briefly knocked profitability off course.U.S. market share climbed from 1.7% to 2.6% since 2017, with ATPs jumping from $24K to $33K and dealer throughput nearly doubling at Retail Evolution stores.Tariff pressures led to a temporary loss, but Mazda expects a return to profitability in the back half of the year as CX-30 production adjusts and large-vehicle margins hold strong.On rotary's return, Moro teased: “2027 marks the 50th anniversary of our rotary engine… What do you want to see?”Turns out the real power shoppers this year aren't influencers—they're everyday consumers dropping reviews at record pace. Trustpilot reports a massive surge in review activity as buyers lean heavily on peer feedback before spending.Consumer reviews spiked 76% YoY, with nearly 4 million visitors participating in National Write a Review Week.86% of shoppers checked reviews before buying, and 40% waited specifically for others to post first.Top complaints? Delivery delays, tech issues, and weak customer service.“When people share their experiences, everyone shops smarter,” said Alicia Skubick, Trustpilot's chief customer officer.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:06 - Databricks $134B Primary at 32x 2025E Sales02:20 - Revolut $75B Tender (+56% vs Aug 2025)04:30 - Physical Intelligence (Pi) $5B Primary (+>2.5x in

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB] is pushing their agenda across the country and world. They are now pushing their Universal Basic Income in Illinois, this will fail. US production is picking up. SEC is cracking down on ETF’s. Trump has now nominated Kevin Hassett to take over the position of Powell. This restructuring will begin soon and the alternative currency will show it. The [DS] knows they are running out of time and they are losing control over Zelensky, this is why they are now pushing a war with Russia. They do not want peace. Trump is exposing the corruption and pushing for elections to remove Zelensky. Trump has null and voided everything Biden/Obama have done over the last 4 years. It’s like everything they did doesn’t exist. The [DS] is boxed in, there is no escape. Economy https://twitter.com/MJTruthUltra/status/1996238986650464720?s=20   government, and I’m here to help,”. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/AwakenedOutlaw/status/1996060994892955661?s=20   logs, program letters, etc. weekly or be limited to 3-months of SNAP benefits in a 3-year period. US Industrial Production Sees Biggest Annual Gain In 3 Years Despite Slowing Capacity Utilization    Industrial Production rose just 0.1% MoM (as expected) up from the downwardly revised 0.3% MoM decline in August. On a YoY basis, production rose 1.62% – its best since Nov 2022… US Manufacturing output was unchanged in September (slowing from the 0.1% MoM rise in August), but, like IP, that supported a 1.5% YoY rise in output, its highest level since April 2022… Source: zerohedge.com https://twitter.com/KobeissiLetter/status/1996217766366400884?s=20  registration of ETFs that seek to provide more than 200% (2x) leveraged exposure to underlying indices or securities,” the SEC wrote. Leverage is clearly out of control. Bessent says White House may ‘veto’ Federal Reserve presidents   Treasury Secretary Scott Bessent said Wednesday he would push a new requirement that the Federal Reserve’s regional bank presidents live in their districts for at least three years before taking office, a move that could give the White House more power over the independent agency.  Bessent said that “there is a disconnect with the framing of the Federal Reserve” and added that, “unless someone has lived in their district for three years, we’re going to veto them.” Source: msn.com https://twitter.com/KobeissiLetter/status/1995954684859941373?s=20   In a July 2025 interview, Hassett highlighted the Fed’s origins under the gold standard in 1913 to critique current practices: “When the Federal Reserve was created, we were under the Gold Standard—and the idea that the Fed could print money and then spend $2.5B on a building… I think that we’ve got a real problem of oversight and excess spending.”   This aligns with sound money ideals, where gold symbolizes disciplined, non-inflationary currency, but he stops short of calling for reinstatement.  Monetary economist Judy Shelton (author of Good as Gold) praised Hassett in July 2025 for referencing the gold standard, noting it as a reminder that “Fed has a lot to answer for” in deviating from that era’s stability.  Hassett views Bitcoin as “digital gold” for its scarcity and hedge qualities—echoing sound money without physical backing. Political/Rights https://twitter.com/amuse/status/1996252623209373754?s=20  created sweeping exemptions covering Afghans who worked for the Taliban during the first regime (1996-2001) and again after August 2021, enabling hundreds of individuals normally barred under terrorism laws to enter the U.S. TRIG waivers skyrocketed to 6,848 in FY 2024, the vast majority for refugees, including 374 Taliban civil servants and more than 3,000 individuals who provided “limited” support to Tier 1 or 2 terror groups. Now, after the ambush killing of a West Virginia National Guard soldier by Afghan national Rahmanullah Lakanwal, critics say Biden knowingly imported massive security risks into American neighborhoods. OUTRAGE: Minneapolis Police Chief Urges Somali Community to Dial 911 on Masked ICE Agents — Promises Cops Will “Intervene” Against Federal Arrests Minneapolis Police Chief Brian O'Hara speaks at a press conference alongside city officials as he urges Somali residents to call 911 on masked individuals Police leadership in Minneapolis is urging the city's Somali community, and other immigrant residents, to call 911 if they spot masked individuals detaining people in their neighborhoods. He urged community members to call 911 if they were unsure whether those enforcing arrests were legitimate law enforcement — and pledged MPD would investigate and log every such call. He did not stop at documentation, however. “If there is anything that is … a violation of someone's human rights or civil rights, excessive force or anything like that, they absolutely have a duty to intervene as police officers,” O'Hara declared. https://twitter.com/libsoftiktok/status/1995956308902879320?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995956308902879320%7Ctwgr%5E19002c76c52297fc2dd58664d00870448c39f149%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Foutrage-minneapolis-police-chief-urges-somali-community-dial%2F Source: thegatewaypundit.com UNREAL: Mayor Jacob Frey Declares He Won't Cooperate With ICE… and Suddenly Starts Speaking Somali to His Audience Mid-Speech Minneapolis far-left Mayor Jacob Frey abruptly shifted a public address into Somali, all while promising that city police will refuse to cooperate with federal immigration enforcement. At a press conference held on Tuesday, Frey stood alongside St. Paul Mayor Melvin Carter, Ward 6 Council Member Jamal Osman, Police Chief Brian O'Hara, and other city leaders, reacting to reports that the federal government is preparing a targeted immigration enforcement operation in Minnesota's Twin Cities. This is not the first time the far-left mayor has drawn backlash from conservatives for switching into Somali during public remarks. Source: thegatewaypundit.com https://twitter.com/DHSgov/status/1995991450530553880?s=20 https://twitter.com/RapidResponse47/status/1995920756203516224?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995920756203516224%7Ctwgr%5E7752673c29b3a4de82187485d2de8512019722ba%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Frusty-weiss%2F2025%2F12%2F02%2Ftim-walz-gets-skewered-by-kristi-noem-over-visa-fraud-warns-minnesota-is-about-to-feel-the-wrath-of-ice-n2196746 https://twitter.com/townhallcom/status/1995918101200703814?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995918101200703814%7Ctwgr%5E6e01980749bee6d0aabd2036c6c2b51da5cb194a%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fredstate.com%2Fkatie-jerkovich%2F2025%2F12%2F02%2Fpam-bondi-proves-trumps-flipped-script-on-crime-in-us-n2196748 https://twitter.com/DiligentDenizen/status/1996268038895907125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1996268038895907125%7Ctwgr%5Efc686f6c13365f75910a196f3fa3620a5f168083%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2025%2F12%2Fbreaking-house-oversight-committee-dems-release-never-before%2F https://twitter.com/JoeLang51440671/status/1996022839250461041?s=20 DOGE Geopolitical https://twitter.com/disclosetv/status/1996173544884154529?s=20  https://twitter.com/CynicalPublius/status/1996233719469035734?s=20 https://twitter.com/JimFergusonUK/status/1996175636352700892?s=20  , and even Hezbollah have a presence in South America — and their anchor presence is inside Venezuela.” Let that sink in. 8 million Venezuelans displaced Spillover into Colombia, Brazil, the U.S. Cartels, trafficking networks, and Iranian intelligence embedded in the region Rubio isn't speaking hypothetically — he's confirming what U.S. intel has known for years: Venezuela is no longer just a failed socialist state. It's a forward operating base for Iran and Hezbollah in the Western Hemisphere. This is why the situation is escalating. This is why Trump's ultimatum matters. This is why Maduro's regime cannot be ignored or “managed.” The threat isn't local — it's global. War/Peace https://twitter.com/sentdefender/status/1995724042285056018?s=20  that was left in unsecured parking lot in an industrial area near Burg in Saxony-Anhalt, according to the German Ministry of Defense. https://twitter.com/EricLDaugh/status/1996226688363979160?s=20   the beginning of the war for fossil fuels. Now we’re down to €1.5 billion per month…we aim to bring it down to ZERO.” “This is a good day for Europe and for our independence from Russian fossil fuels — this is how we make Europe resilient.”    “The European Union agreed on Wednesday to phase out Russian gas imports by late 2027 as part of an effort to end the bloc’s decade-long dependency on Russian energy.” – Reuters https://twitter.com/MyLordBebo/status/1996207752134488284?s=20 https://twitter.com/MarioNawfal/status/1996197728167043438?s=20   text does not address our concerns.” Meaning: No legal cover, no political suicide. The plan was simple on paper – use immobilized Russian funds as collateral for loans to keep Ukraine afloat. But Belgium is the custodian of the largest chunk of those assets. If something goes wrong, they're the ones holding the radioactive bag. This isn't some bureaucratic squabble. It's the EU's financing strategy cracking in real time. Prévot's pushback signals the core fear: If Europe touches Russian state money without watertight legal armor, Moscow retaliates – economically, diplomatically, and possibly through countersanctions on European firms. And here's the thing: the Commission thought it had majority backing. Belgium saying “nope” on the morning of rollout is a political body-slam. Happening next? The EU will scramble to rewrite the legal plumbing. Germany and France will pressure Belgium quietly – nobody wants to admit the plan is wobbling. Russia will weaponize the hesitation as proof the West can't agree on how to bankroll Ukraine. And Kyiv? Still waiting for the money that was supposed to be “already there.” Another example of Europe discovering that seizing assets is easy. Using them? That's where the real war begins.    Ursula von der Leyen did not state that she received “permission” from the US to seize Russian assets. In a recent appearance at the GLOBSEC forum, she said that she informed the incoming Trump administration (specifically mentioning a conversation with Treasury Secretary nominee Scott Bessent) about the EU’s proposal to use frozen Russian assets as collateral for a “reparations loan” to Ukraine, and that “it was positively received.” https://twitter.com/briefing_block_/status/1996241939931201801?s=20 https://twitter.com/Dubinsky_pro/status/1996242036417028176?s=20  regime. Now the system is falling apart. Yermak is out. The crackdown is collapsing. Ukraine must release all political prisoners. I call on everyone involved in peace talks to demand this from Zelensky. These people committed no crimes. They were jailed for their faith, political views and demanding peace. Zelensky built a dictatorship – and filled prisons with dissent. I know what I'm talking about: I spent 24 months behind bars under this system. https://twitter.com/MarioNawfal/status/1996231792752287822?s=20  to Brussels to meet Zelensky, the team returned to Washington. No official reason was given, but the message is clear: there's no deal, yet. Putin's warning didn't help. He said Russia is “ready” for war in Europe and claimed any future conflict would be so fierce that “nobody will be left to negotiate with.” This setback casts doubt on whether a negotiated end to the war is possible anytime soon. It also suggests Kyiv isn't ready to engage on Moscow's terms. What's next: Watch for how Ukraine positions itself diplomatically in the coming weeks, and whether Trump's team will try again with a revised proposal. https://twitter.com/MJTruthUltra/status/1996059724173754525?s=20   situation may quickly arise where there is no one left for us to negotiate with” https://twitter.com/Panchenko_X/status/1996192741508645286?s=20  been given the black mark and is seen globally as corrupt. Many Ukrainian politicians are already quietly fleeing to Moscow in an attempt to negotiate. They hope that the Russians and Americans will come and shower everyone with money for the elections. It won’t happen that way. According to my information, the US and Russia are already discussing possible candidates for the position of President. I cannot make the names public. https://twitter.com/TimOnPoint/status/1995949121929138184?s=20   targets is the rule, not the exception. The physical status of possible survivors is not part of the consideration with stand-off weapons. This has been the norm under both Republican and Democrat administrations since the first Hellfire was mounted on a Predator years ago. Anyone who tells you otherwise, is lying or ignorant. The method is ugly, no doubt about it, but there's nothing new here except politics. https://twitter.com/WarClandestine/status/1996006625333727410?s=20 Medical/False Flags https://twitter.com/JoeLang51440671/status/1996048243516456967?s=20 Man in TSA Sues Feds for Not Allowing Him to “Pat Down” Women   A man who says he is a woman is suing the federal government over restrictions in his job at the Transportation Security Administration that do not allow him to “pat down” female travelers. That restriction followed an executive order from President Donald Trump against recognizing transgenderism claims in the federal government. The claim being made by Mittereder is that the policy violates federal civil rights law. According to the report on the recently filed lawsuit, Mittereder began working at the TSA in 2024 and now is stationed at Dulles International Airport in Virginia. He claims because he is not allowed to pat down women, his job prospects are being hurt. Source:  thelibertydaily.com  [DS] Agenda https://twitter.com/TheLastRefuge2/status/1996069477197451483?s=20   questioning people (McCord, Wolfe, Jones, Warner and various staff), not merely discussing them. Rather than talk about what XXX is doing, or what motivates XXX, they would simply be going to XXX asking questions (on/off camera) and then reporting on what XXX responds with. Instead, what we are getting is a screenplay, that the ‘journalists’ (battle for influence) sell through various platforms. From here on out when I see it, I will draw attention to it. After a few examples it will become obvious. https://twitter.com/LauraLoomer/status/1996183770790048092?s=20  1, 2025, Maxine's California residence remains in default with a redemption amount still due totaling $21,302.95, despite her recent payment of $19,033.94 on August 13, 2025. Maxine also is incurring a monthly penalty of $301.45. Maxine is not competent to serve as the ranking member on the House Financial Services Committee when she cannot even keep her own house in order. https://twitter.com/SBA_Kelly/status/1995846331202457607?s=20   executives implicated in these schemes. Despite Governor Walz's best efforts to obstruct, SBA continues to work to expose abuse and hold perpetrators accountable, full stop. https://twitter.com/GOPoversight/status/1996237594514915451?s=20 https://twitter.com/TonySeruga/status/1996226960393957435?s=20 https://twitter.com/IlhanMN/status/1995957774510162165?s=20 https://twitter.com/almostjingo/status/1996051371251155359?s=20 https://twitter.com/elonmusk/status/1996222235783401610?s=20 So all of these people were installed. https://twitter.com/amuse/status/1996195848087384084?s=20 https://twitter.com/disclosetv/status/1995934359569007036?s=20 President Trump's Plan https://twitter.com/StateDept/status/1996218048458490302?s=20   imminent threat to the world and to the broader West, but especially the United States who they identify as the chief source of evil on the planet.” https://twitter.com/elonmusk/status/1996213829802307948?s=20  that received benefits more than twice – multiple people received benefits in 6 states – In February, for the first time ever, the Federal Government asked for alls rates to turn over their data to root out the fraud. —— 29 Red states said yes —— 21 Blue states said no “So as of next week, we have begun and will begin to stop moving federal funds into those states until they comply. California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, Washington https://twitter.com/MediasLies/status/1996279507079008317?s=20   states already share the data with zero privacy disasters. – USDA's own audits show $10–15 billion a year in improper payments and fraud. – The “court order” she keeps citing is a preliminary injunction, not a final ruling. Refusing basic federal oversight of a fully federally funded program isn't about privacy. It's about protecting bloated rolls and hiding waste. BREAKING: In Stunning Development, President Trump Issues Full and Unconditional Pardon to Texas Democrat Rep. Henry Cuellar  Biden's DOJ charged Cuellar, a nine-term Democrat Texas lawmaker who represents an area along the US-Mexico border, after he lashed out at both Joe Biden and Kamala Harris for allowing illegal aliens to pour over the border.    the TRUTH. It is unAmerican and, as I previously stated, the Radical Left Democrats are a complete and total threat to Democracy! They will attack, rob, lie, cheat, destroy, and decimate anyone who dares to oppose their Far Left Agenda, an Agenda that, if left unchecked, will obliterate our magnificent Country. Because of these facts, and others, I am hereby announcing my full and unconditional PARDON of beloved Texas Congressman Henry Cuellar, and Imelda. Henry, I don't know you, but you can sleep well tonight — Your nightmare is finally over! Source: thegatewaypundit.com https://twitter.com/MarioNawfal/status/1996053923820351745?s=20  despite recent disagreements: Senator Paul: “I know we have been at odds recently but in ur first term you signed an executive order to legalize Association Health Plans (that allow individuals to buy collectively health insurance via Costco, Amazon, or Sam’s Club). This collaboration brought us together and still holds the promise of lowering insurance premiums.” Paul noted the plan failed because Democrat AGs fought it in court, but it could now pass through Congress. Here’s why this matters: the current system forces individuals to buy insurance alone, giving them zero bargaining power against massive insurance companies. Association Health Plans let people band together through retailers or organizations to negotiate as a group, the same way large corporations do for their employees. More buyers in a pool means more leverage. More leverage means lower premiums. It costs nothing to implement and simply changes labor law. Competition works. Let Americans shop for insurance the same way they shop for everything else. https://twitter.com/EliseStefanik/status/1995856738994565416?s=20  Raskin against Trump Republicans to block this provision to protect the deep state. This is an easy one. This bill is DOA unless this provision gets added in as it was passed out of committee https://twitter.com/FBIDDBongino/status/1996205447917781326?s=20 -The Director and I made a long series of important personnel changes. The new leadership team has produced dramatic results which we will produce for you, in detail, as the year wraps up. They will include a historic drop in the homicide rate, along with record disruptions, arrests and drug interdictions. Many of these personnel changes have upset a group of Comey-Wray era disgruntled former agents who prefer the old ways of operating. We are not going back -We have been working on an AI project to assist our investigators and analysts in the national security space. I received an update yesterday and I am happy to report that the product looks promising. More coming on this. – We are in the end stages of a redesign of the FBI crisis management process. The redesign is intended to make information more accessible and transparent in a crisis to enable quick and effective decision making. The project should be complete by the end of the calendar year. -We saved the taxpayers billions of dollars by scrapping the plan for an expensive new FBI headquarters building. We will be moving to the existing Reagan building after decades of fruitless haggling as the current FBI headquarters building crumbles. -We relocated over a thousand headquarters based personnel out of the Washington DC area and into the field to focus on violent crime, crimes against children, and terrorism. Those agents are now working on the mission in those regional offices. -In recognition of the growing threat, and in conjunction with the President's Executive Order, we designed, launched and completed the FBI's first-ever counter-drone school last month. Special thanks to Sebastian Gorka and DDCOS Regan for their help on the project. -The work force apprehended 4 of the FBI's 10 most wanted fugitives, and we are hunting down the rest. -We produced unprecedented disclosures, and took action on documents related to January 6, Crossfire Hurricane, Arctic Frost, and more. -The new leadership team, and the work force, made a series of ANTIFA related arrests in multiple states and assisted in record numbers of deportations and apprehensions. -Some of the culture changes we implemented include eliminating DEI, reforming the physical fitness test, making promotions contingent on real world results, severing ties with the SPLC and ADL, and implementing a new training curriculum to reflect current mission requirements. We dedicated significant personnel and financial assets to streamlining FOIA reform to ensure responsiveness. -We shut down multiple open air drug markets nationwide and, in conjunction with the White House, had 12 fentanyl precursors from China listed. -We created CIO and CTO positions to work with the CFO to find efficiencies and implement new technologies to assist in our mission. We conduct bi-weekly meetings and we have found and eliminated tens of millions of dollars in duplicative contracts, unnecessary real estate, and outdated technology. These are real savings to the taxpayer and each budget dollar allocated is intensely scrutinized for value. -We vastly expanded the overseas biometrics program to stop bad actors before they board a plane or vessel to the US. This gives us the ability to expand the border outwards and prevent the problems from coming here. -We are in the end stages of a reform project on our intelligence analysis positions to make them more responsive to current mission needs. We have been working with the field on this and we're happy with the progress. -We implemented a technology working group to ensure our technology tools evolve with the mission. Thank you, and God bless America and all those who defend Her.  https://twitter.com/WhiteHouse/status/1995992366553981026?s=20 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Black Friday naysayers have been predicting its demise for years, but Adyen's Holly Worst has data proving the shopping holiday is far from dead—it's gone global. From Denmark's 6.1X surge to America's mobile wallet awakening, this year's numbers tell a story of transformation, not decline. The real shift? How we pay, when we shop, and why contactless finally caught on in the US.The Retail Super Bowl Delivered, AgainKey takeaways:Black Friday generated $43B globally with 837M transactions across Adyen's platformUS contactless payments jumped 23% YOY and mobile wallet usage doubled to 30%Denmark saw a 6.1X increase in transaction volume on Black Friday, and Spain 4.5X—Black Friday is officially a global phenomenonPeak shopping hit at 1 pm in-store and noon online (digestion first, deals second)46% of US consumers abandon checkout without their preferred payment methodAssociated Links:Check out Adyen's BFCM data hereSee our full recap of BFCM resultsCheck out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aplós is one of the quickest-growing craft brands in the non-alc space — a premium functional spirit designed not to mimic tequila or gin, but to redefine what a cocktail experience can be without alcohol. Founded in 2018 and launched in 2020, the brand is now breaking out: Approaching 100K case sales annually, their wholesale is up more than 500% YOY, and they're ​​on pace to double their wholesale volume in 2026. In the last 12 months, Aplós has added 1,300+ chain retail doors, and on-premise placements have climbed to 750+ cocktails across 550 accounts. The company also just announced a $5 million funding round to grow production and expand its hospitality and retail footprint.In this episode, David Fudge, Co-Founder & CEO of Aplós, shares how the company is scaling through long-game brand building, deep bartender collaboration, and disciplined distribution strategy.

Epic's Tim Sweeney says it ‘makes no sense' for game stores to flag when AI has been used in development, Valve dev counters calls to scrap Steam AI disclosures, Gears Tactics developer Splash Damage puts entire studio at risk of redundancy, Phil Spencer says Xbox's Game Pass cloud hours are up 45% YoY, and a leaker says that Destiny 3 in “Extremely Early Development” at Bungie! Also: Farley pants, baby recommendations, sequel recommendations and more! GAMES DISCUSSED: Detective Instinct: Farewell, My Beloved, Battlefield 6, ARC Raiders, Walkabout Mini Golf, Baby Steps. SUPPORT Patreon CONTACT Website Discord Bluesky Threads Instagram Facebook FOLLOW TCGS on Bluesky David on Bluesky Sean on Bluesky Mat on Bluesky James on Bluesky WATCH Twitch YouTube LISTEN Spotify Apple Podcasts Pocket Casts CREDITS Music by Nick Parton Art by Dave Chong

TIME STAMPS:00:00:01 Community Guest Intros00:00:30 Forza Horizon 6 Is Targeting Early 2026 Release Says Trusted Insider! There are also additional rumors that FH6 could be at the Xbox Developer Direct 2026!00:30:00 Phil Spencer CONFIRMS X-Cloud Gaming is UP, 45% YOY, "Meeting Gamers Where They Are" has always been the plan for Xbox, was Phil right?01:00:00 Microsoft's Chris Charla spoke to me recently about ID@Xbox, and how it seeks to improve the program for indie developers. "We don't want bringing games to Xbox to be a lengthy, painful process."01:35:00 Panel Outros and Special Message to the Community!

El último informe de Tefficient nos cuenta que #PT ha crecido su tráfico #BAM en un 32% YoY. Es de largo el país que más lo ha hecho y dobla al caso de #ESP. La pregunta es: ¿Por qué? Como todo en el mundo real, la respuesta es complicada, pero hay indicios claros. Hace tres trimestres que DIGI Portugal ha comenzado a operar en el país como operador convergente. Así que aprovechamos para dar un vistazo al mercado #Telco de nuestro vecino del oeste. Y lo que encontramos son historias similares y otras muy diferentes. Y síntomas que todavía es pronto para valorar. Seguramente en nuestra comunidad hay gente que entiende mucho mejor que yo #PT y que nos podrá compartir sus #InsightsEl último informe de Tefficient nos cuenta que #PT ha crecido su tráfico #BAM en un 32% YoY. Es de largo el país que más lo ha hecho y dobla al caso de #ESP. La pregunta es: ¿Por qué? Como todo en el mundo real, la respuesta es complicada, pero hay indicios claros. Hace tres trimestres que DIGI Portugal ha comenzado a operar en el país como operador convergente. Así que aprovechamos para dar un vistazo al mercado #Telco de nuestro vecino del oeste. Y lo que encontramos son historias similares y otras muy diferentes. Y síntomas que todavía es pronto para valorar. Seguramente en nuestra comunidad hay gente que entiende mucho mejor que yo #PT y que nos podrá compartir sus #Insights

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Welcome back! Today we're breaking down export sales, flash deals, China/Brazil soybean news, ethanol margins, and record-setting Black Friday spending.

Shoot us a Text.Episode #1208: Today we're joined by guest host Todd Caputo and break down why car buyers are finally pushing back on pricing and how BMW and Audi are muscling into the booming off-road segment.Show Notes with links:American car buyers are finally tapping the brakes. After years of paying whatever it took to get into a new car, stretched consumers are hitting affordability ceilings and forcing both dealers and OEMs to rethink what demand really looks like heading into 2025.Shoppers are shifting downmarket—buying used, taking longer loans, delaying purchases, and gravitating toward lower-priced models like the Chevy Trax.Industry projections for 2025–26 have softened as tariffs, inflation, and tighter labor markets cool big-ticket spending.Rising days' supply is prompting deeper discounting while lower-income borrowers fall behind on payments and overall vehicle spending drops YoY.Retailers report weaker new-vehicle margins, though service traffic is climbing as more owners try to stretch aging vehicles.“People are asking, ‘How can I afford this?'” said dealer Robert Peltier. “There are people who are in debt and living paycheck to paycheck.”The all-terrain SUV segment is heating up fast as BMW and Audi prepare to challenge icons like Wrangler, Bronco, G-Wagen, and Defender—tapping into a growing niche that's suddenly not niche at all.The off-road segment is booming: nine core models totaled 371,495 sales through Q3 2025, on pace for a post-pandemic record. Wrangler and Bronco remain the kings.Audi will build its first true off-roader on the upcoming Scout Terra/Traveler platform in South Carolina, offering both full EV and range-extender options.BMW's G74 aims straight at the G-Wagen and Defender, built on the X5 platform in Greer, SC, with U.S. production helping dodge tariff pressure.Analysts say styling—not specs—will make or break these newcomers; anything too close to G-Wagen territory risks immediate backlash.“Adding a true off-road-capable SUV will attract buyers… but whether that investment pays off is the challenge,” said S&P Global Mobility's Sam Fiorani Bernard.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Bankrupt subprime retailer Tricolor's 10,000 remaining vehicles may be sold by March 2026 if trustee Anne Burns' motion is approved.Tricolor backup servicer Vervent and vehicle management company Holman will sell all remaining vehicles, if the motion is approved by Judge Michelle Larson. This includes vehicles that may belong to Tricolor's creditors, through third-party auctioneers, according to court documents.The proposal came ahead of former Tricolor Chief Executive Daniel Chu's motion seeking to shore up $15 million in legal defense funds, according to U.S. Bankruptcy Court of the Northern District of Texas Dallas Division court documents. The funds are from insurance payments made by Tricolor before it went bankrupt, according to the documents.Across the subprime auto industry, credit health is declining. Early-stage delinquencies across nonprime securitized auto loans rose 88 basis points year over year and the rate of nonprime securitized loans more than 60 days past due rose 65 basis points YoY in October, according to Kroll Bond Rating Agency's auto loan asset-backed securitization index.Meanwhile, new-vehicle sales were down in five of the 12 regions covered by Federal Reserve banks, according to the most recent edition of the Fed's Beige Book. New-vehicle sales were weighed down by declining consumer demand and EV sales.Automakers offered low APR options and cash-back incentives for Black Friday to stay competitive on rates while balancing affordability concerns. Dealers also expect a short-term dip in wholesale used-vehicle inventory through December as fleet management companies hold onto cars longer.In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends across the subprime auto market, vehicle incentives and Tricolor's Chapter 7 bankruptcy for the week ended Nov. 28.

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale App pick of the week: Copilot Mode in Microsoft Edge Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

A repodcast of our Thanksgiving Eve live show: following up on your comments on the state of bicycle touring, plus a bunch of great questions in an Ask Me Anything segment! Followup: Is Bicycle Touring in Decline? More emails on this than any topic in a while. Some selected thoughts from listeners: Regarding ACA Multiple listeners: Could ACA  be losing older members in its attempts to expand into younger audiences, but worse… might not be succeeding on either front? It's hard to do both, and that's the challenge… you need to find what drives your constituencies and sometimes you swing and miss. @BounceBackWesterner"I subscribed to the ACA magazine for one year.  I was happy with one edition, but then, it seemed like there was a trend to rides that were extremely challenging and demanding whether that be road or offroad. These folks predominantly seemed younger and maybe that's where most of their subscriptions come from. " Another point: ACA was built on a need which may not exist anymore. Before they were the best and maybe only resource for routes and maps that had been vetted. Now there are way more resources. Listener Harry Hellerman was a great example of someone who's let his ACA membership lapse after 20 years. The reason? Kind of what ACA was saying… he says he's aging out and the roads are now occupied by larger and larger vehicles, so there's a safety concern. Regarding Touring being down Multiple listeners: Travel is down across the board, but travel to the US in particular has taken a huge hit. Lots of factors there, but you can't ignore the current politics as a possible reason here. Listener Andrew Piper: "Data point: For a 2-year comparison, the overall demand for search terms around "bike touring" is infact down 25%-35% YoY. However, using the same comparison, the demand for terms around "bikepacking" is up about 40%. Which does lend itself to the change in nomenclature more than an actual decline in interest." "I think I am maybe a couple years younger than yourself at best. Of the people I have seen doing this, I always feel I am on the younger side of the sport. Logistically it makes sense. Who has time to do this....older people."  Bicycling for older generations was a big part of freedom - it might not be that for younger generations? Listener Dr. G4 wrote a really thoughtful email from the perspective of a younger rider. Shorter touring is much more of a thing Some of the places where the routes go don't feel welcoming (political, demographics) Real shift to urbanism amongst younger generation Poor infrastructure/safety perception: ACA represents an older version of bicycle travel (longer trips) "I think what the next generation wants is not road maps, but trail maps and advocacy for more trails and trail amenities (and, I might note, probably videos, how-tos, explainers, and meetups, not print versions of easily-googleable information)." "it's clear from the overabundance of urbanist youth getting around by transit, bicycles, or even scooters that travel by bicycle isn't going anywhere anytime soon. But turning them into bicycle tourers involves developing routes and programs that are closer to cities and farther from cars, marketing dedicated bicycle trails as one piece of an integrated solution for transit- and bicycle-accessible nature, specifically focussing on routes with many transit junctions to allow long routes to be chewed in smaller chunks, helping the rapidly-growing contingent of bicycle commuters to learn how to use their bicycles beyond weekdays to short or long weekends (with week-long or more tours being an eventual end goal, not the primary purpose), and politically advocating for car-displacing trains, trails, and cycle tracks that make all this possible." •Rails to Trails Conservancy may have the better model?

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale App pick of the week: Copilot Mode in Microsoft Edge Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale App pick of the week: Copilot Mode in Microsoft Edge Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

Pavan Davuluri only spoke at one Ignite 2025 session, and it did not deserve the hate he got. But what did he really say? Copilot is a front-end for apps and cloud AI services, agents are background processes. Apps in Windows need to become programmatic so AI and agents can control them. You are in control. You being IT and the user. These experiences are off by default, opt-in, and optional. This is the end of whatever BS argument anyone has about this stuff. Copilot Voice because AI is better when you babble and is often more natural than typing Key concept: Apps, CLIs, etc. expect exact commands, AI is all about intent, just do what I want, not exactly what I say. This is why, yes, people WILL want to talk to their PCs (and other devices) UIs for these new features will look/feel natural in Windows Search box in Taskbar is getting updated to orchestrate between local/web search and Copilot capabilities, including agents Agents will appear as app icons in Taskbar when fired, can be check in on, can post notifications for you to attend to Integration of M365 Copilot capabilities with Windows - Better together story, with things like Writing Assistance for every text box Accessibility updates thanks to AI - Fluid Dictation, which is what makes Copilot Voice make so much sense All the security, privacy, and IT management the audience expects Windows Insider Program Dev and Beta builds include Full Screen Experience on all PCs, new Notepad app, more Hardware - Earnings Lenovo PC business up 12 percent to $15.1 billion, 25.6 percent unit share HP up 4 percent to $14.6 billion, but job cuts for AI are coming Dell PC business up 3 percent to $1.41 billion AI and Stuff Microsoft releases local Fara-7B agentic model for computer use ChatGPT's new coding model is optimized for Windows Dear God, you must see Nano Banana Pro to understand Google's lead Google is bringing AirDrop to Android, starting with Pixel. This is what happens when regulators "force design changes on OS makers." Xbox and Gaming Xbox Cloud Gaming usage is up 45 percent YOY. Sure. What's 45 percent of 3 people? Xbox Cloud Gaming is adding per-game resolution settings, to 1440p for Game Pass Ultimate customers ROG Xbox Ally is getting default game profiles, in preview for 40 titles now Microsoft open sources the source code for Zork, Zork II, and Zork III New Chromebook buyers get one year of Nvidia GeForce NOW with Fast Pass Tips and Picks Tip of the week: Finding experts is more important than ever We live in the age of stupid. Find the smart and never let go Also, Xbox is having a good Black Friday sale App pick of the week: Copilot Mode in Microsoft Edge Also: Perplexity Comet on Android RunAs Radio this week: Christmas Gifts for SysAdmins with Joey Snow and Rick Claus https://runasradio.com/Shows/Show/1012 Brown liquor pick of the week: Sidetrack Stone Whisky https://www.huskdistillers.com/shop/sidetrack-stone-whisky These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/960 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit cachefly.com/twit

FRE is one of the most quietly powerful brands in American wine. Launched in 1992, it now holds 48% dollar share of the U.S. non-alcoholic wine market, sells ~439,000 cases a year, and is growing nearly 16% in volume YOY — all while the broader wine category softens.In this episode, Brie Wohld, Vice President of Marketing at Trinchero Family Estates, breaks down how a 30-year-old NA brand is driving double-digit growth and helping keep wine culturally relevant for flexi-drinkers.

Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.Record Revenue as Demand for Low-Power 5G Tracking SurgesBeWhere posted record Q3 revenue of $6.1M, up 21% YoY, driven by the strongest product-sales quarter in company history. Recurring revenue rose 20%, pushing ARR to ~$8.6M. Profitability also strengthened, with gross profit up 42%and record Adjusted EBITDA of $803K.Management says supply-chain improvements, rising device deployments, and growing subscription revenue continue to accelerate momentum.Strong Drill Results Advance Alaska Gold Project Toward Maiden ResourceTectonic released the first results from its massive 2025 drill campaign at Chicken Mountain, including:1.46 g/t Au over 26 m within 0.69 g/t over 125 m1.10 g/t Au over 34 m1.97 g/t Au over 10.7 m, plus a high-grade hit of 12.64 g/t Au over 1.52 mThe project shows 3 km of continuous mineralization, a 100% hit rate, and heap-leach recoveries up to 96%—all strong indicators as the company moves toward its first resource estimateVisible Gold Hit in First Drill Program Since 2008 at N2 Gold ProjectFormation reported visible gold in two early holes at its N2 Project in Quebec—its first drilling in over 15 years.Highlights include a 30.8-metre interval with visible gold in the A Zone, validating high-grade potential across a project hosting a historic 871,000-ounce resource.With 30,000 metres fully funded, $13.7M working capital, and gold trading above $4,000, the company says it is positioned to expand N2 into a near-surface multi-million-ounce opportunity.Aurora West Mineralization Extended 150 Metres West, 600 Metres Down-DipTDG's latest drill holes at the Greater Shasta-Newberry project returned long copper-gold intervals:1.26 g/t Au, 0.29% Cu over 82.3 m0.94 g/t Au, 0.24% Cu over 142.2 m, including a higher-grade 56 m @ 1.54 g/t AuThe results extend mineralization 150 m west of the property boundary and outline a growing footprint of ~150 × 600 metres, still open in every direction.Long Near-Surface Nickel Intervals Strengthen Beaver-Lynx as Critical Minerals TargetInomin drilled thick nickel-bearing zones starting near surface, including:161.5 m @ 0.19% Ni148.1 m @ 0.20% Ni123.0 m @ 0.19% NiThe program, funded by Sumitomo Metal Mining, confirms continuity across the South zone and highlights district-scale potential with multiple large magnetic targets across the Beaver and Lynx blocks.BeWhere: Record revenue + rising recurring revenueTectonic Metals: Strong gold intercepts with heap-leach potentialFormation Metals: Visible gold confirms high-grade potentialTDG Gold: Mineralization expanded 150 m west at Aurora WestInomin Mines: Thick near-surface nickel supports district-scale potentialStay tuned for more small-cap coverage!Follow AGORACOM for the latest breaking news and exclusive updates.BeWhere Holdings (TSXV: BEW)Tectonic Metals (TSXV: TECT)Formation Metals (CSE: FOMO)TDG Gold (TSXV: TDG)Inomin Mines (TSXV: MINE)One-Bullet Key Takeaways

Overnight in the US, Wall St posted its 4th consecutive day of gains, with all 3 of the major indexes closing in the green. The Dow Jones climbed 0.8%, the S&P500 climbed 0.9%, while the Nasdaq saw the biggest wins of the day, advancing 1%. The S&P500 and Dow Jones are both up around 3% this week, putting them on pace for their best weeks since late June, while the Nasdaq has advanced more than 4%, giving it its best week since mid May.European markets saw similar gains – the pan European Stoxx600 index closed up over 1%, spurred by a 0.9% gain for the UK's FTSE, a 1.1% gain for Germany's DAX, and a 0.9% gain for the French CAC. And Asian markets too followed suit, with the Chinese CSI gaining 0.6%, Hong Kong's Hang Send gaining 0.13%, and the Japanese Nikkei jumping 1.85%.It was no different back home in Australia, as yesterday the ASX 200 closed up 0.81%, with 8 of the 11 key sectors posting gains. The market was trading up as high as 1.2%, however the release of hotter than expected CPI data dented the rally somewhat, as chances of the RBA lowering the cash rate become substantially slimmer.The materials sector was once again in the lead, with big names BHP (ASX:BHP) and Rio Tinto (ASX:RIO) posting gains of over 1%.In notable stock news, furniture maker Temple and Webster (ASX:TPW) shares plummeted 32% after the company reported results that were well short of expectations. What to watch today:Focusing on today, the SPI futures indicate that the ASX will continue its winning streak, predicting a 0.26% rise at the open of trade.Moving to commodities,Crude Oil prices settled up 1.1% after they had hit their lowest point in a month in the previous session. It is currently trading at US$58.56 per barrel.In precious metals, Gold is trading up 0.78% higher at US$4163 per ounce, while silver has jumped 3 and a half percent to US$53.62 per ounce, hitting a two week high.And Iron ore once again remains mostly flat at $104.63 per tonne.Trading ideas:Finally, we'll end on some trading ideas for your consideration today. Bell Potter has maintained its Buy rating on almond grower and processor Select Harvests (ASX:SHV), and increased its 12 month price target to $5.80 per share, after the company reported an 18% increase in YoY revenue, and a 63% increase in operating EBITDA.And Trading Central have identified a bullish signal in gambling company Tabcorp Holdings (ASX:TAH), indicating that the price may rise from the close of $0.92 per share to the range of $1.09 to $1.13 per share over a period of 18 days, according to the standard principles of technical analysis.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends driving global markets. With US labour data showing early signs of strain, unemployment rising, and consumer confidence sinking to its lowest levels since 2022, recession risk is moving sharply higher.AI-linked equities face renewed volatility as NVIDIA's blockbuster earnings failed to lift markets, triggering a multi-asset liquidation event. UK data softens further ahead of a critical budget, while currency markets rotate back into dollar strength. Commodities remain mixed—gold clings to key support, copper holds firm, uranium unwinds, and Brent struggles as geopolitical risks collide with weakening macro signals.Key highlights include:✅ US unemployment ticks higher; weekly jobless claims exceed expectations✅ Michigan consumer confidence falls to the second-weakest level since 1990✅ Inflation re-accelerates to 3% YoY, complicating the Fed's December meeting✅ UK retail sales disappoint; PMIs weaken; budget deficit widens✅ Pound breaks key support as UK sentiment deteriorates✅ NVIDIA beats expectations but triggers heavy tech liquidation✅ SPX, AI stocks & leveraged tech positions unwind sharply✅ Oracle CDS jumps as markets question AI-linked debt loads✅ Gold holds support; copper resilient despite broader volatility✅ Uranium sells off as power-demand assumptions face scrutiny✅ Bitcoin drops 24% in November — worst month since June 2022✅ Markets price a 77% chance of a Fed cut on December 10

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links—Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Shoot us a Text.Episode #1202: Day 2 from Automobility LA at the LA Auto Show, and we host Amit Chandarana, CEO of Curbee to talk about how there are now 16 independent repair shops to every 1 franchise dealership.. Plus, Paul and Kyle get gifts to welcome them to their first West Coast activation.This episode is brought to you by our Automobility LA Press and Content Partner Curbee, the fastest growing mobile service technology platform for dealerships.Dealers may be facing a bitter reality as new data reveals there are now 16 independent repair shops for every franchised dealership in the U.S.—and that gap is only growing.The 16:1 ratio highlights a major competitive disadvantage for dealerships in service accessibility.With over 300K independent shops and aging vehicles on the road, independents are winning on location, price, and speed.Dealership service appointments are down 6% YoY while consumer expectations around convenience continue rising.Mobile service is emerging as the top solution—dealers offering it see high ROI and retention gains.“The 16 is more than a ratio—it's a reality check,” says Curbee. “Convenience wins and accessibility is the new loyalty program.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haris Basit, CSO at Bitdeer, joins us to break down their Q3 results, where revenue hit $169.7M (up 173% YoY), self-mining production doubled to 1,109 BTC, and they achieved 41.2 EH/s of self-mining capacity. We dive deep into Bitdeer's AI and HPC expansion strategy across sites in Norway, Tennessee, Washington, and Ohio, discuss the SEALMINER A3's production schedule and A4 chip development delays, and get updates on the Massillon facility fire recovery. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Revenue up 173% YoY to $169.7M • Self-mining doubled: 565 to 1,109 BTC • Hash rate reached 41.2 exahash in October • Adjusted EBITDA: $43M vs -$7.9M last year • SEALMINER delays • AI expansion: planned across 4 sites Timestamps: 00:00 Start 03:32 Overview of report 05:43 Colocation vs self mining vs neoloud 09:30 Why do both colocation & neocloud? 10:42 Facility fire 12:13 Bhutan 15:01 Convertible notes 16:43 Future financing options 18:54 Cloud mining profitability 19:57 Choosing where to locate services 22:11 Alberta 24:03 Ethiopia 25:20 ASIC production 28:35 A4 delays 31:39 What's coming?

Has anyone else noticed that compared to a few of its peers…the Premier Protein growth story gets overlooked by pundits far too often? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein and Dymatize Nutrition, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in above average categorical growth rates and increased household penetration of RTD protein shakes that promote active lifestyles. Additionally, powders are becoming more mainstream, and category proliferation has created an environment where more consumers are purchasing both every day and performance nutrition positioned protein products at grocery stores and mass retailers. Bellring Brands reported 2025 Q4 net sales of $648.2 million, which was up 16.6% YoY. Premier Protein (~86% of BellRing Brands total revenue) grew 14.9% YoY, driven by strong volume growth. Dymatize Nutrition was up 32.9% YoY, stemming from strong volume growth and pulled forward international revenue ahead of planned pricing actions in fiscal year 2026. But since this was the company's fiscal fourth quarter, BellRing Brands annual results included generating net sales of $2.32 billion, an increase of 16.1% YoY…which comprised of a 14.7% volume increase and 2.2% increase in price/product mix. Moreover, I provide deep dives into Premier Protein RTD protein shakes business activity, along with examining similar metrics surrounding the protein powders from Premier Protein and Dymatize Nutrition. But my latest first principles content piece will end with briefly analyzing the product development variable defining this next phase of RTD protein beverages market. Premier Protein owns just over a quarter of the market…and the other quarter market share is held by the two RTD protein beverages under Fairlife (owned by The Coca-Cola Company). And from a product development standpoint, (in many ways) these are different products. Premier Protein is essentially an emulsified protein powder beverage…which has a comparatively thicker (higher viscosity) fluid and generally the consumption experience reminds you of drinking a healthy milkshake. Then, Fairlife (Core Power) is primarily ultra-filtered milk…which is thinner and generally the consumption experience reminds you of drinking a typical beverage. So, who (or I guess technically which product approach) wins? I don't think there's a definitive answer to this question just yet…despite Fairlife (Core Power) retail sales growth outpacing Premier Protein, and the gap closing quickly across a collection of other commercial metrics. While the competitive landscape is filled with declining legacy, newer insurgent, and crossover brands…it will continue as mainly a marketplace duopoly for some time, as it will take many years to replicate the manufacturing capacity, supply chain, product expertise, brand equity, and retailer relationships of these market leaders.

Q3 earnings are in, and the consolidation is real. Hosts Mike Ryan and Chris dive into the gravity-defying numbers, confirming that Google's core ad revenue is up a strong 12.6% year-over-year (YoY), and their massive Cloud backlog sits at $155 billion USD. Chris states that Google is not the "bee-headed chicken" but remains the dominant "American eagle". The focus then shifts to Amazon, which has truly become a services business (Cloud and Ads), with its retail component no longer the core driver of its wealth.But the big story isn't the growth—it's the crisis. Mike and Chris reveal a dangerous surge in ad costs: CPCs in PMAX and Shopping are up an alarming 30% year-to-date (since week one of the year), with Shopping CPCs specifically soaring by 36% YoY. Chris warns that this kind of inflation is a "real threat" to Google's business model because it is "forcing especially small and middle businesses out" of the auction. They discuss whether a competitor like OpenAI could challenge Google by offering "massively discounted CPCs" to eat into market share. Finally, Mike introduces the free smec Market Observer tool that helps online retailers benchmark their CPCs and check competition levels from giants like Amazon and Temu.About smec (Smarter Ecommerce): At smec - Smarter Ecommerce, we specialize in transforming business goals into optimized ad campaigns. With over 16 years of experience in Google & Microsoft Ads, our intelligent software and expert services help retailers achieve superior results. We're committed to giving you the tools and insights needed to stay ahead in the ever-evolving world of digital advertising. Make sure to follow smec - Smarter Ecommerce for more performance marketing insights: smec - Smarter Ecommerce: https://www.smarter-ecommerce.com LinkedIn: https://linkedin.com/company/smarter-ecommerce-gmbh Newsletter: https://smarter-ecommerce.com/en/newsletter/ Instagram: https://www.instagram.com/smarterecommerce/

Even when everyone (including myself) thought it might be finished…could MusclePharm actually be showing signs of life again? But for those unfamiliar with the up-to-date FitLife Brands Inc. (NASDAQ: FTLF) portfolio configuration…due to the acquisition of Irwin Naturals, which officially closed on August 8, 2025, it now sells more than 500 SKUs across 16 supplement brands, each with a slightly different product portfolio and sales channel strategy. But throughout this content, you'll hear me categorize the FitLife Brands portfolio into three segments: Legacy FitLife Brands, MusclePharm, and Irwin Naturals. In the third quarter of 2025, the consolidated FitLife Brands portfolio generated revenue of $23.5 million...which was up 47% YoY. But while the consolidated FitLife Brands portfolio comparative growth rates appear extremely strong, it's important to remember that those reported results were greatly impacted by the Irwin Naturals deal. But in my latest first principles content piece, I'll share a detailed collection of segment-level updates that I believe are important when trying to understand the FitLife Brands story. These include revenue diversification strategies within the legacy FitLife Brands that has dramatically lowered "key customer risk" with the specialty retailer GNC and how even the “oldest” supplement brands can still generate revenue growth along with being the strongest contributor to companywide net profitability. But while there's strategic initiatives going on that involve the legacy FitLife Brands and Mimi's Rock segments, the most intriguing activity within FitLife Brands is also currently its smallest segment (i.e. MusclePharm). In the third quarter of 2025, MusclePharm segment revenue was just under $3.8 million...which increased 55% YoY. But you're probably hearing that…thinking to yourself “incredible results,” right? And trust me…I want nothing more than to give Dayton Judd (and the FitLife Brands leadership team) a huge virtual “pat on the back,” but there's A LOT of devilish things happening in the details! You probably think I'm being overly dramatic, especially when (in the third quarter of 2025) MusclePharm wholesale revenue more than doubled YoY…and I've stated previously “the biggest opportunities will come from B2B activity,” right? However, FitLife Brands wrongfully assuming MusclePharm still had enough distinctiveness in the marketplace to justify its current strategic gameplan (that quickly expanded product formats within the protein category) was a huge miscalculation…and undoubtedly exposed its “above- and below-the-line” weaknesses even more prominently. Though, maybe the newest FitLife Brands acquisition can indirectly help alleviate these MusclePharm challenges? FitLife Brands got a boost in human capital from Irwin Naturals possessing strength in routes-to-market that are beneficial to selling MusclePharm protein bars and RTD protein beverages. And while all of this seems ideal…don't get trapped into a state of exuberance thinking 1+1=3.

In this episode, the hosts dissect a $17.5M electrolyte powder Amazon FBA brand with 86% margins and 20K subscribers—debating whether it's a goldmine or a marketing death spiral in disguise.Business Listing – https://quietlight.com/listings/16065383/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

In this episode, the hosts dissect a $17.5M electrolyte powder Amazon FBA brand with 86% margins and 20K subscribers—debating whether it's a goldmine or a marketing death spiral in disguise.Business Listing – https://quietlight.com/listings/16065383/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

James Reggio (CTO @ Brex) shares the story of "Brex 3.0", an 18-month journey behind their operational evolution. We explore how they rewound their org from a Series E to a Series C mindset, and replaced siloed OKRs with seasonal "marquee initiatives." James deconstructs the “Brex Hacker House”, an AI-focused startup within a startup experiment aimed to disrupt their core business. This conversation is all about evolving operational rhythms, layers of management, product building, and culture change! ABOUT JAMES REGGIOJames Reggio is Brex's Chief Technology Officer. James is a forward thinking technology leader who currently oversees Brex's entire Engineering org. James joined Brex in 2020 as Principal Engineer and has played a vital role in building the company's mobile app and AI capabilities. Prior to Brex, James had an extensive career as a Software Engineer at leading companies such as Microsoft, Salesforce, AirBnB, Stripe and more. Additionally, James founded two companies: Altair Management and Banter, a social discovery platform for podcasts that was later acquired by Convoy in 2018. James received his B.A. of Science from The University of Texas Austin. SHOW NOTES:The birth of Brex 3.0: Using a layoff as a "moment to refound the company" (3:38)Moving from a Series E to a Series C operational mindset (5:28)The problem with a GM model: How siloed OKRs and roadmaps created "deadlock" (6:07)New rituals: Why the CEO became "chief editor of the roadmap" (8:16)The impact on morale: "Folks just knew how their work fit into the bigger picture" (11:16)The challenge of the new model: Who do you hold accountable when you "win and lose as a team"? (13:43)The lesson for reintroducing systems: "Less is more" (15:43)The "Startup within a Startup": Launching an internal team to disrupt Brex (16:49)“What if we were founding Brex again today?” The 4 constraints for the "Hacker House" experiment (17:58)Questions eng leaders should ask when running a similar experiment to Brex (21:02)Aha moment: "With agentic coating, code is so cheap" (22:35)Managing the two narratives: "compounding" the core biz vs. “innovating" with AI (26:01)A surprising dynamic: Why the AI team struggled to see their impact (while the core team didn't) (29:38)Building alongside your customer to iterate / experiment faster (36:06)The turnaround is over: Brex hits 50% YoY growth and cash-flow positive (38:45)Rapid fire questions (42:10) This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Did Applied Nutrition report the type of annual performance that deserves a shot at the championship belt? Applied Nutrition Plc (LSE: APN) is a leading sports nutrition brand sold in over 80 countries worldwide. There are several product ranges, including the namesake Applied Nutrition, All Black Everything (ABE), Body Fuel, and Endurance. Additionally, because of a trademark issue, the U.S. division sells its products under the AN Performance name. In fiscal year 2025, Applied Nutrition reported generating revenue of about $141 million, which increased 24.2% YoY. Given that its annual results were stellar, and Applied Nutrition has relatively low awareness in the U.S. market…my latest first principles content piece will examine a collection of recent strategic decisions that will help you better understand the business growth story. Applied Nutrition has historically reinvested profits back into the manufacturing capabilities and that existing pattern of capital allocation was reinforced in the latest financial statements. And that vertical integration (manufacturing around 80% of all products in house) allows Applied Nutrition to quickly evolve its product strategy to access emerging trends and fill opportunity gaps across the marketplace (positively impacting growth of distribution points and shelf space with existing and new customers). Also, Applied Nutrition's product strategy (aided by vertical integration) can be leveraged for geographical expansion. Currently, about 45% of Applied Nutrition total revenue is being captured from commercial activities in its home market of the UK. But arguably the most important geographical expansion progress has been happening within the United States. Though, despite describing the geographic activity as “remaining in its infancy,” Applied Nutrition originally entered the U.S. market three years ago and became (from what I understand) the first sports nutrition brand headquartered outside of North America to land on all Walmart shelves nationwide. Moreover, Applied Nutrition has launched products catering towards U.S. consumers like licensed flavor collaborations with the global fruit brand Chiquita and nostalgic orange drink Tang. While I've tried a few of these products (and generally rate them high in terms of flavor matching, flavor likeability, and formulation approach), those great (glocalized) Applied Nutrition products are only a foundational element to unlocking any chance of success within the U.S. market. And I'm not recommending that Applied Nutrition completely transform its brand strategy globally, but if it hopes to have a meaningful chance at outsized commercial success in the fastest moving, quickest evolving, and most competitive marketplace for the sports/active nutrition niche of the supplement industry…it will need to better define its brand distinctiveness, increase its global marketing investments, and overall turn up the strategic aggressiveness. However, there remains a massive obstacle for Applied Nutrition, as it cannot sell under Applied Nutrition in the U.S. market because Irwin Naturals (owned by FitLife Brands) holds the trademark rights.

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Can Celsius Holding navigate the hidden energy drinks market risks involving the Alani Nu and PepsiCo DSD distribution swap? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $725.1 million, which was up 173% YoY. Excluding the Alani Nu acquisition-related financial impact, CELSIUS brand revenue grew 44% YoY. And if you were wondering about Alani Nu, it's second quarter revenue was $332 million…which equates to around 99% YoY growth! According to Circana last 13-week retail sales data, CELSIUS increased by 31% YoY...remaining the third-largest energy drink brand in the category with a dollar share of 11.2%. Alani Nu increased retail sales 114% YoY and is now the dominant fourth player in the U.S. energy drinks market with dollar share of 7.2%. And Rockstar Energy retail sales decreased 9% YoY and is the seventh-largest U.S. energy drink with dollar share of 2.4%. If we look at Celsius Holdings combined brand portfolio, it reached 20.8% of dollar share for the last 13-week period...ranking it third and trailing only Red Bull and the combined Monster Beverage portfolio. Additionally, if you were to consider the last 52-week period ending July 20, 2025…Celsius Holdings retail sales surpassed $5 billion. Celsius Holdings has experienced massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. And international expansion presents significant opportunity for incremental growth over the next three to five years. With the Celsius brand basically at full distribution now…growth will be unlocked through a strategic growth framework that John Fieldly recently branded as “more people,” “more places,” and “more often.” The other major aspect of “Celsius Holdings and PepsiCo strengthening its long-term strategic partnership” comes into play, as Alani Nu will move into the PepsiCo DSD distribution system (officially starting in December). Everyone knew the most obvious decision to optimize for a “short-term reward” was Celsius Holdings transitioning Alani Nu from its piecemealed national (mostly independent) DSD network to the PepsiCo system. However, I can't fault Celsius Holdings for making A LOT of noise by effectively “pulling off the biggest “trade” the U.S. energy drinks market has seen over the past decade.” But it's the question around “timing” that has me fired up! But it's time for Celsius Holdings to prepare…because winter is coming! Firstly, Celsius Holdings efficiently must handle market challenges stemming from swapping Alani Nu distribution rights. Next, Celsius Holdings must successfully catch the Rockstar Energy proverbial falling knife. Then, the shift to zero sugar, functional energy drinks, has essentially fueled one of the fastest-growing segments in beverage…and Celsius Holdings had been unequivocally defining it. Yet, with the addition of Rockstar Energy, Celsius Holdings must now reorient itself top to bottom around being a total energy portfolio…and not a performance-forward and modern energy portfolio that possesses this powerful “challenger mindset.”

Public Company CEO Rule 1 - "When all else fails…just mention AI." Glanbia Plc (LON:GLB) is a multibillion-dollar global nutrition company that's currently comprised of three divisions that span across the B2B supply chain (i.e. Health & Nutrition and Dairy Nutrition) and branded products (Performance Nutrition). “Health & Nutrition” is a leading global ingredients solutions business, providing value added ingredient and flavor solutions to a range of attractive, high-growth end markets. In the first nine months of 2025, revenue increased by 11.5% YoY. “Dairy Nutrition” is the number one producer of American-style cheddar cheese in the U.S. market, but more importantly (for my audience) the number one producer of whey protein isolate…and provides a wide range of dairy and functional protein solutions. In the first nine months of 2025, revenue increased by 3.2%. The brands in the Glanbia Performance Nutrition portfolio include; Optimum Nutrition, BSN, think!, Isopure, and Amazing Grass. Glanbia Performance Nutrition had first nine months of 2025 revenue that declined by 2.6% YoY. Additionally, I'll dive deeper into Glanbia Performance Nutrition geographical, sales channel, product format, and categorial performance. As part of the branded products portfolio part of the group-wide transformation program announced last November, Glanbia completed the sale of SlimFast and Body & Fit. In total, those divestures generated only around $63 million…which is a far cry from the almost $400 million paid for both assets less than a decade ago. Optimum Nutrition, which was the initial M&A transaction in 2008 that created the GPN division, now represents 68% of the total revenue. In the last year, Optimum Nutrition generated revenue of approximately $1.2 billion. The other largest share of GPN revenue is the healthy lifestyle brand portfolio makes up 19% and includes ISOPURE, think!, and Amazing Grass. And these healthy lifestyle brands has collectively performed relatively strong over the last several years, with like-for-like revenue increasing 2.6% YoY in the first nine months of 2025. Moreover, in terms of U.S. market tracked channels retail consumption growth…the healthy lifestyle brand portfolio was up 6.8%. And for the final portion of my latest first principles thinking content, I'll focus on the recent AI chatbot launch by Optimum Nutrition. While this is hardly “AI washing,” the current iteration of "Coach Optimum” is also not even worth mentioning on quarterly earnings calls. This isn't to nitpick Glanbia (because it really wasn't mentioned in any kind of predominant manner) but before parading around “Coach Optimum” again…maybe leadership should deepen its understanding of strategic flywheels from powerful predictive health platforms like Hims & Hers.

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

In this episode, we sit down with Micah Anderson, CEO of LEEF Brands (CSE: LEEF | OTCQB: LEEEF), to break down the company's Q3 2025 financial results and what's driving its turnaround story.LEEF delivered a standout quarter with revenue up 24% year-over-year to $8.4M, gross margins doubling to 45%, and the company generating positive adjusted EBITDA and free cash flow for the first time. We discuss the key drivers behind that performance — from the first successful harvests at Salisbury Canyon Ranch in California to the rapid launch of LEEF's extraction lab in New York.Topics we cover:• The execution behind Salisbury Canyon Ranch and New York — LEEF's two 2025 strategic goals — and how they are reshaping cost structure and margins.• The operational levers behind a 23-point margin expansion: how much came from vertical integration vs. new market mix.• How LEEF is maintaining cost discipline with operating expenses down 12% YoY while growing topline performance.• The company's approach to managing 280E taxes and its stance on accruing vs. paying UTP.• Why LEEF added Bitcoin to its corporate treasury, and how Micah views Bitcoin allocation versus other growth investments like expansion or scaling SCR.• Plans for the next phase: expanding cultivation at Salisbury Canyon Ranch to 187 acres, scaling production in New York, and evaluating new state entries every 12–24 months.After Micah joins, we broaden the discussion with a look at the Q3 earnings season across cannabis, including Verano and Jushi. We dig into trends like margin compression, limited catalysts until 2026+ in key states, and how efficiency and vertical integration are separating strong operators from those treading water.A grounded, data-driven discussion on execution, cost control, and strategy in a tough market — plus a look at where real growth may come next.

We've heard that Microsoft will go off script this year with a 26H1 release of Windows 11 specifically aimed at Snapdragon X2-based PCs, as it did with the early release of 24H2 last year for the first-generation Snapdragon X. Also, Microsoft's latest earnings call left analysts baffled as execs dodged questions about multibillion-dollar AI losses and the real story behind OpenAI's ballooning deficit.26H1! Now confirmed by the release notes of a Windows Update And the Dev channel will soon switch over to 26H1 testing, with Beta moving to 25H2 (from 24H2) Expectations? All three versions will be functionally identical except for some Copilot+ PC-specific features that may be briefly only on Snapdragon X2. And then there will be a 26H2 for everyone More Windows 11 Microsoft (over) simplifies its Windows Update naming scheme, and then has to backtrack a bit because of admin/IT backlash October Preview Update screwed up Task Manager a little bit Dev/Beta update noted above included a new build with Ask Copilot in the Taskbar, Full-screen experience for Xbox gaming handhelds, Shared audio over Bluetooth LE in preview, and improvements to the WOA Prism emulator (which partially explains the expectations bit above) Microsoft Edge password manager can now save and sync passkeys, but you should still use a third-party password/identity manager Microsoft Store gets a bulk installer but only on the web Earnings learnings Microsoft earnings: Revenues up 18 percent to $77.7 billion but cost of AI is spiraling out of control and will only get bigger this FY Productivity and Business Processes revenues up 17 percent YOY to $33 billion Intelligent Cloud revenues of $30.9 billion, a gain of 28 percent YOY More Personal Computing delivered $13.8 billion in revenues, up 4 percent YOY. CapEx/AI infrastructure build-out costs are $34.9 billion (vs. $20 billion one year ago), plus a $4.1 billion loss attributed to OpenAI that was mentioned in a 10-Q (SEC) filing but not in its earnings reports Paul's analysis sticks mostly to Wall Street complicity in Microsoft's earnings non-transparency shenanigans. This is getting weird, given the amounts of money we're now talking about This isn't a first, but Spotify's earnings announcements includes a few BS sleights of hand too AMD: 36 percent revenue growth isn't enough for Wall Street Alphabet/Google: Up 16 percent to $102.3 billion, ads are 72.5 percent of revenues Amazon: Up 13 percent to $180 billion in revenues, $30 from AWS Apple: Up 8 percent to $102.5 billion, this quarter will be its best ever AI, antitrust, & dev Epic Games and Google announce settlement in Epic v. Google, a dramatic common-sense move that Apple should (but won't) emulate Regulatory filings tied to Microsoft earnings suggest OpenAI lost $12 billion in most recent quarter Freed from Microsoft, OpenAI immediately signs $38 billion infrastructure deal with AWS .NET 10 to launch next week at .NET Conf 2025 Xbox & games Xbox Game Pass getting Call of Duty Black Ops 7, five more Day One games in coming days (with an *) Xbox October Update rolls out with game shader preloading on Xbox Ally, new modules in Game Hubs on console, more games to stream on Xbox Cloud Gaming, more Nintendo Switch 2 is off to a blockbuster first year with T These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/957 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: helixsleep.com/windows framer.com/design promo code WW 1password.com/windowsweekly auraframes.com/ink

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureUK, Germany and many other questions are struggling through the green new scam, this will not end well for them. People are experiencing Biden/Fed inflation from the past 4 years. Trump is countering this with low energy prices. Trump makes deal with China.  Obama now sending the message out to the infiltrators to get ready for the battles or we are finished. The [DS] will be moving from an information war to a physical war. Kash Patel countered and dismantles another [FF] . When the crimes are exposed the D party will cease to exist. They will fight to the very end because they do not want to go on trial. In the end this will all fail.   Economy Rooftop Solar Panel, Battery Installations Are Causing Fires in the UK The once-Great Britain has gone all-in on "green energy" as a matter of national policy, and it hasn't worked out too well for them. There's just one problem: They're catching fire. A surge in house fires caused by solar panels and their batteries is sparking safety concerns over Ed Miliband's plan for millions more rooftop installations. UK fire services faced a blaze involving a solar panel once every two days in 2024, according to data gathered by insurance company QBE, marking a 60pc increase in the past two years. That's a lot of fires, presenting a deadly danger - and a 60 percent increase in two years is nothing short of alarming. There may be more to it than just the solar panels, but they are certainly a contributing factor:   Source: redstate.com https://twitter.com/disclosetv/status/1984594356154831267 Canadian Prime Minister Mark Carney Confirms He Apologized to President Trump for Reagan Ad Effort   GYEONGJU, South Korea, Nov 1 (Reuters) – Canadian Prime Minister Mark Carney said on Saturday he had apologised to U.S. President Donald Trump over an anti-tariff political advertisement and had told Ontario Premier Doug Ford not to run it. Carney, speaking to reporters after attending an Asia-Pacific summit in South Korea, said he had made the apology privately to Trump when they both attended a dinner hosted by South Korea's president on Wednesday. “I did apologise to the president,” Carney said, confirming comments by Trump made on Friday. Carney also confirmed that he had reviewed the ad with Ford before it aired but said he had opposed using it. “I told Ford I did not want to go forward with the ad,” he said. The ad, commissioned by Ford, an outspoken Conservative politician who is sometimes compared to Trump, uses a snippet of Republican icon and former President Ronald Reagan saying that tariffs cause trade wars and economic disaster.   Source: theconservativetreehouse.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/KobeissiLetter/status/1984268764414631994   at +8.2%, Vermont at +7.0%, and Maryland at +7.0%. This was followed by West Virginia, New Jersey, and Massachusetts, with increases of +6.9%, +6.8%, and +6.6%, respectively. Concerningly, grocery prices in rural areas jumped +7.6% YoY compared to+5.6% for residents of large cities. US consumers are still drowning in inflation. People start feeling the effects of inflation almost immediately in tangible ways,

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠Analytic Dreamz dissects Julión Álvarez's 2025 resurgence with “Mi Decisión,” the mid-tempo banda ballad co-written by Joss Favela that stormed to 1M+ Spotify streams in three weeks. Released October 9 via Copar Music, the track—celebrated by Soy Grupero as an anthem for resilient love—delivers dignified heartbreak, fueling +20% weekly streaming growth, 500K+ YouTube lyric views, and a TikTok lip-sync surge. From 2017 U.S. Treasury blacklist to 2022 clearance, Álvarez reclaimed 17M monthly Spotify listeners and sold out three SoFi Stadium nights (180K+ tickets). Yet a May 2025 visa revocation canceled his 50K-capacity AT&T Stadium show, spotlighting U.S.–Mexico cultural tensions alongside narcocorrido scrutiny. Analytic Dreamz analyzes 70% streaming dominance, 40% U.S. consumption, nine career Regional Mexican #1s, and Álvarez's “Rey de la Taquilla” legacy—proving regional Mexican's 40% YoY surge.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

MARA as once the darling of public bitcoin miners, but it's fallen behind in 2025. We break down why and what MARA can do to get back in the limelight. Welcome back to The Mining Pod! Today, we dive deep into MARA, the largest public Bitcoin miner by hash rate at 60.4 EH/s. Despite leading in hashrate, MARA has lagged behind peers like Riot and CleanSpark with just a 5.4% YoY return versus competitors seeing double or triple digit gains. We break down the ownership structure of MARA's current bitcoin mining operations, the company's 96% US concentration versus 50/50 US/international goals, vertical integration moves, and why the market values AI/HPC megawatts over Bitcoin mining capacity right now. Notes:  • MARA operates 60.4 EH/s across 18 sites • Only 5.4% YTD return vs peers at 62%+ gains • 96% US footprint, targeting 50/50 international split • ~50/50 split between owned and hosted capacity • 1.174GW total operational capacity • Q2 SG&A costs: $92-93 million Timestamps: 00:00 Start 02:56 MARA snapshot 07:20 Sovereign systems 15:32 Financials 18:20 IREN, RIOT flip MARA 19:50 CTO let go 22:48 MARA in a crab market 23:16 Exaion France Power Authority 26:30 Share dilution 30:03 Auradine rigs

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.